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Assistant Relationship Manager Jobs (NOW HIRING)

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

Coordinate timely and efficient completion of reports and analysis Maintain client information * Assist in completing and maintaining the Client Profile Questionnaire * Monitor and update the CRM, ...

Bank of America

Relationship Manager

Walnut Creek, CA · On-site

Attends client review meetings to assist with relationship deepening conversations * Executes on ... Manages aspects of the client relationship process, including client onboarding and resolving ...

AgWest Farm Credit

Relationship Manager

Great Falls, MT · Hybrid

$89K - $173K/yr

We are in search of a Relationship Manager I, II, or III to join our Credit Resolution Team in ... Gather financial information and assist in credit investigations, public record searches ...

Farm Credit Foundations

Relationship Manager

Hilo, HI · On-site +1

... Assist other RM's by providing leadership and guidance in their relationships with customer and ... Establish and manage credit quality targets for the portfolio. Develop and achieve credit quality ...

Sunwest Bank

Relationship Manager

Irvine, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Sunwest Bank

Relationship Manager

Carlsbad, CA

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Sunwest Bank

Relationship Manager

Irvine, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Sunwest Bank

Relationship Manager

Carlsbad, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Kennebec Savings Bank

Relationship Manager

Augusta, ME · On-site

Meet with clients regularly to determine their objectives, respond to questions, assist in problem ... Meet or exceed objectives and standards for Trust Relationship Manager performance. Support Bank ...

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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 Aug 14, 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 managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.

What is the work of an assistant relationship manager?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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
Infographic showing various Assistant Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Premier Client Services Associate

East West Bank

Pasadena, CA • On-site

$20/hr

Other

Re-posted 25 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

117th of 171 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
  • Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
  • Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
  • Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
  • Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
  • Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
  • Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
  • Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
  • Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
  • May perform other duties as assigned.
Qualifications
  • High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
  • Familiar with new account opening process and commercial account structures.
  • Possess basic knowledge of loan operations.
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
  • Strong customer service contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Strong organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Possess math aptitude with ability to grasp general accounting and financial concepts.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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