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Assistant Relationship Manager Jobs (NOW HIRING)

CAF America

Relationship Manager

$70K - $75K/yr

Assistant Director Position Summary The Relationship Manager, Philanthropic Services, is responsible for managing a defined portfolio of donor and client relationships, serving as a trusted advisor ...

Bank of America

Relationship Manager

Lexington, KY · On-site

Relationship Managers further develop and enhance existing client relationships. They spend the ... They assist with and attend client meetings and discussions covering investment strategy, account ...

Enumerate

Relationship Manager

$55K - $65K/yr

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our ... * Assist with challenging customer requests or issue escalations as needed. * Answer customer ...

Curinos Inc

Relationship Manager

Manhattan, NY · On-site

$95K - $105K/yr

Responsibilities The Relationship Manager will develop and maintain relationships with mid-level ... Learning and development tools to assist with your career development * Work with industry leading ...

Bank of America

Relationship Manager

Winter Park, FL · On-site

Relationship Managers further develop and enhance existing client relationships. They spend the ... They assist with and attend client meetings and discussions covering investment strategy, account ...

Bill Good Marketing

Relationship Manager

Novi, MI · On-site

$70K - $85K/yr

What You'll Do As our Relationship Manager, you're the connective tissue between our clients and ... Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless ...

Bill Good Marketing

Relationship Manager

Novi, MI · On-site

$70K - $85K/yr

What You'll Do As our Relationship Manager, you're the connective tissue between our clients and ... Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless ...

SEI Investments

Relationship Manager

Oaks, PA · Hybrid

The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors ...

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Assistant Relationship Manager information

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$28K

$80.7K

$140.5K

How much do assistant relationship manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for assistant relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an Assistant Relationship Manager do?

An Assistant Relationship Manager supports senior relationship managers in managing client accounts, building strong client relationships, and ensuring client satisfaction. They help with account administration, prepare reports, assist in identifying client needs, and work to resolve any issues or concerns clients may have. This role often involves communicating with clients, coordinating with internal teams, and contributing to the overall growth of the business by supporting sales and service activities.

What are the key skills and qualifications needed to thrive as an Assistant Relationship Manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

How does an Assistant Relationship Manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.
What cities are hiring for Assistant Relationship Manager jobs? Cities with the most Assistant Relationship Manager job openings:
What are the most commonly searched types of Relationship Manager jobs? The most popular types of Relationship Manager jobs are:
What states have the most Assistant Relationship Manager jobs? States with the most job openings for Assistant Relationship Manager jobs include:
Assistant Relationship Manager jobs near you
Commercial Lending Administrative Assistant

Commercial Lending Administrative Assistant

QNB Bank

Quakertown, PA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

FUNCTION: The Commercial Lending Administrative Assistant will provide administrative and office support to Commercial Loan Relationship Managers and the Commercial Loan Manage, and contributes to the overall efficient operation of the Commercial Loan Department. GENERAL DUTIES AND RESPONSIBILITIES:
  • Assist commercial customers with their loan and deposit account requirements.
  • Identify customer concerns and work with other departments in the Bank to maintain customer satisfaction.
  • Serve as the liaison between the Relationship Managers, Credit, Loan Documentation, and other internal support departments.
  • Verify availability of funds and disbursement requests for advances or pay-downs under lines of credit and/or commitments including construction draw requests.
  • Review and/or process document files pre and post-settlement.
  • Assist Relationship Managers with their daily overdraft report and process decisions.
  • Assist Relationship Managers with the collection and monitoring of loan payments from the monthly delinquency report.
  • Assist Relationship Managers with ongoing identification and correction of pending items from the Pending report.
  • Assist Relationship Managers with contacting customers and requesting items from the Financial Exception Report
  • Facilitate efficient workflow and overall organization of Relationship Manager's commercial loan portfolio including updating CRM software and coordinating loan closings (with customer, lender, attorney and/or title companies).
  • Update Credit Department weekly regarding the Status of Approved Committee Loans
  • Update quarterly SAC reports including but not limited to loans, deposits, credit and collateral analysis.
  • Prepare outgoing correspondence as required for Relationship Managers.
  • Prepare Commercial Loan Documents as need to support the Loan Documentation Department.
  • Process and monitor Participation/SNC loans.
  • Prepare monthly Sales Reports.
  • Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
  • Assume other job-related duties as required.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
  • Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
  • Must be proficient in various computer applications, including Microsoft Word and Excel.
  • Previous commercial loan and/or customer service experience.
  • Strong organizational and time management skills.
  • Strong oral and written communication skills.
  • Strong math skills.
  • Ability to solve problems and work independently without supervision, except for complex situations.
  • High school diploma plus four years of banking experience or equivalent.
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:
  • Previous documentation experience.
  • Previous administrative assistant experience.
  • PA Notary Public

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