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Assistant Relationship Officer Jobs (NOW HIRING)

P1FCU

Assistant Relationship Officer

Post Falls, ID

The primary focus is assisting the Relationship Officer in managing member relationships and supporting the origination of new loans and deposits to drive portfolio growth. Serves as a point of ...

Perkins Coie LLP

Client Relationship Officer

Seattle, WA · On-site

$95K - $145K/yr

... Relationship Officer to provide high-quality client service in trust administration, estate ... as assist with financial planning and in-house services. This position requires working in the ...

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Assistant Relationship Officer information

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$51.5K

$83.1K

$133.5K

How much do assistant relationship officer jobs pay per year?

As of Jun 10, 2026, the average yearly pay for assistant relationship officer in the United States is $83,104.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $95,000.00 per year, depending on experience, location, and employer.

How does an Assistant Relationship Officer typically support the relationship management team in a financial institution?

An Assistant Relationship Officer plays a key supporting role by assisting senior relationship managers with client onboarding, documentation, account maintenance, and day-to-day transaction processing. They often handle preliminary customer queries, prepare reports, and help ensure that all client information is accurate and up-to-date. This position requires strong attention to detail, organizational skills, and the ability to communicate effectively with both clients and internal teams. Collaboration is essential, as Assistant Relationship Officers frequently coordinate with compliance, credit, and operations departments to deliver seamless client service. The experience gained in this role can provide a solid foundation for advancement within relationship management or related banking functions.

What is an Assistant Relationship Officer?

An Assistant Relationship Officer is a professional in the banking or financial services sector who supports Relationship Officers in managing client accounts and building strong customer relationships. Their duties often include assisting with client onboarding, handling customer queries, processing documentation, and supporting sales and service activities. They play a key role in ensuring client satisfaction and often act as a bridge between clients and the bank’s various departments. This position is typically entry-level and provides a pathway to more senior relationship management roles.

What is the difference between Assistant Relationship Officer vs Customer Service Representative?

AspectAssistant Relationship OfficerCustomer Service Representative
Required CredentialsDiploma or bachelor's degree, relevant certificationsHigh school diploma or equivalent, on-the-job training
Work EnvironmentBanking, financial institutions, client-facing rolesCall centers, retail, service industries
Employer & Industry UsageFinancial sector, banks, NBFCsVarious sectors including retail, telecom, banking
Common Search & ComparisonOften compared for client relationship skills and financial knowledgeCompared for customer interaction and problem-solving skills

The Assistant Relationship Officer typically works in banking or financial institutions, focusing on client relationships and financial products, requiring relevant certifications. Customer Service Representatives work across various industries, handling customer inquiries and support. While both roles involve client interaction, the Assistant Relationship Officer emphasizes financial expertise and relationship management, whereas Customer Service Representatives focus on general customer support and issue resolution.

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

To thrive as an Assistant Relationship Officer, you need a foundational understanding of banking products, customer service skills, and a relevant degree in finance or business. Familiarity with CRM software, core banking systems, and basic financial analysis tools is typically required. Strong interpersonal communication, problem-solving abilities, and attention to detail help you build trust and manage client needs effectively. These skills are crucial for delivering excellent client service, ensuring customer retention, and supporting business growth.
More about Assistant Relationship Officer jobs
What cities are hiring for Assistant Relationship Officer jobs? Cities with the most Assistant Relationship Officer job openings:
What states have the most Assistant Relationship Officer jobs? States with the most job openings for Assistant Relationship Officer jobs include:
What job categories do people searching Assistant Relationship Officer jobs look for? The top searched job categories for Assistant Relationship Officer jobs are:
Assistant Relationship Officer jobs near you
Infographic showing various Assistant Relationship Officer job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 83% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $83,104 per year, or $40 per hour.

Assistant Relationship Officer

POTLATCH NO 1 FINANCIAL CREDIT UNION

Post Falls, ID • On-site

Full-time

Posted 21 days ago

Job description

Role
This position requires a strong understanding of commercial credits and loan maintenance functions. The primary focus is assisting the Relationship Officer in managing member relationships and supporting the origination of new loans and deposits to drive portfolio growth. Serves as a point of contact for loan servicing functions, and provides day-to-day support for portfolio administration.
Major Duties and Responsibilities
Partners with a Relationship Officer to handle essential portfolio management functions such as:
  • Collecting and processing updated business member financials
  • Tracking upcoming and past due financial ticklers to keep loan covenants and annual reviews current.
  • Responding to business member service requests.
  • Supports the Relationship Officer in the origination of new loans by ensuring all necessary financials and information have been collected to allow efficient and timely workflow for the underwriting and processing departments.
  • Assists Relationship Officer in facilitating the onboarding of new business deposit accounts and related treasury management services.
  • Works together with the Relationship Officer in the preparation of construction draw requests to processing and the monitoring of construction budgets.

Provides quality member and team member service consistent with Credit Union standards; respond to member and staff inquiries on the phone or in person.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, The Patriot Act, and the Office of Foreign Assets.
Knowledge and Skills
Experience
Three years to five years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school education or equivalent.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills
Must be familiar with various computer software programs and comfortable with automated technology. Must be able to type, use PC, general office equipment including ten-key calculator and excellent in Excel and Word programs. Excellent organizational and editing skills, communication skills with vendors, staff, members, and general public.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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