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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 Jul 15, 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.

Is being an RM a stressful job?

As an Assistant Relationship Officer, the role can be stressful due to targets, client interactions, and maintaining relationships. The job often requires strong communication skills, multitasking, and working under pressure, which can contribute to stress levels. However, stress varies based on individual resilience and workplace environment.

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 role of an assistant relationship officer?

An assistant relationship officer supports relationship managers by handling client communications, preparing reports, and assisting with account management tasks. They often need strong communication skills, attention to detail, and familiarity with banking or financial services tools. Their role helps ensure smooth client interactions and efficient operation of the relationship management team.

How much is the salary of a relationship manager?

The salary of a relationship manager varies depending on experience, location, and the organization, but typically ranges from $40,000 to $100,000 annually. In banking and financial services, they often earn additional bonuses and incentives based on performance.

What qualifications are needed to be an RM?

To become a Relationship Manager (RM), candidates typically need a bachelor's degree in finance, business, or a related field. Relevant skills include strong communication, customer service, and sales abilities, along with experience in banking or financial services. Certifications such as Certified Financial Planner (CFP) or similar can enhance prospects.

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.
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Assistant Relationship Officer jobs near you
Infographic showing various Assistant Relationship Officer job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $83,104 per year, or $40 per hour.
HOA Assistant Relationship Manager

HOA Assistant Relationship Manager

Columbia Banking System, Inc.

Dallas, TX • On-site

$25 - $36/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

About the Role:
The HOA Associate Relationship Manager at Columbia Bank plays a key role in supporting our Community Association Banking division. In this position, you will work alongside a dedicated team of Relationship Managers to drive business development, manage existing HOA client relationships, and help deliver customized Treasury Management products and services. You will serve as a trusted point of contact for current clients while actively identifying and pursuing new business opportunities - all in support of enhancing the financial operations of our property management clients. This role blends sales energy with strong relationship-building skills, and is an excellent opportunity for someone looking to grow their career in commercial banking.
  • Identify and contact new HOA & Property Management companies (prospects) via cold calling
  • Set new business sales appointments using a systematic approach of cold calling, emails, and other marketing methods and tools (marketing templates, bank sponsored events, tradeshows, etc.)
  • Consult with HOA Relationship Managers on newly identified HOA depository opportunities to jointly develop new clients for the Community Association Banking division
  • Generate additional opportunities with existing customers
  • Participate in select events, tradeshows, and customer site visits in support of the Relationship Manager by promoting the bank's available services and financial products
  • Assist in coordinating and registering for industry tradeshow events and show logistics (collateral materials, shipping & booth setup), which may require minimal travel
  • Develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank's custom HOA products and services
  • Support the Relationship Manager and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
  • Assist the RM in independently monitoring clients' use of Treasury Management services, updating them on new enhancements, and serving as an escalation point for issues where commercial customer service and the Client Service team need assistance
  • Manage customer relationships through the Bank's CFM system to ensure customers are receiving the care and service that meets their expectations
  • Discuss and evaluate current business requirements to anticipate additional customer needs and/or concerns; follow up on deposit and credit line expirations and renewals on a regular basis
  • Assist in managing account level exception pricing communication with appropriate officers of property management clients and/or association boards
  • Communicate and collaborate with internal stakeholders and departments to help achieve customer goals and address customer needs
  • Support Bank compliance efforts by completing pertinent courses
  • Maintain expertise regarding trends in banking products, delivery channels, and regulatory, operational and compliance issues by reading appropriate sources and attending relevant workshops and presentations
  • Assist with collection and processing of necessary documentation to open, close and renew all types of deposit and loan accounts, including consumer and commercial savings accounts, certificates of deposit and checking accounts
  • Ensure quick and accurate execution of customer requests
  • Obtain necessary information for preliminary underwriting purposes
  • Other duties as assigned

About You
  • 1+ years of experience in Branch Banking Operations, Treasury Management, Deposit Sales or related experience with a Financial Institution
  • Business Development or related operations experience in the Property Management industry will also be considered
  • Bachelor's Degree in related field required, or equivalent experience
  • Experience in developing and maintaining strong customer relationships
  • Applies professional guidance, consistent with Bank policies and procedures, to resolve a variety of issues in creative ways
  • Works on problems of routine to moderate scope where analysis of situations or data requires evaluation of a variety of factors
  • Builds productive internal/external working relationships

The base pay range for this role is $25.00 to $36.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
15301 North Dallas Parkway Suite 850 Addison TX 75001
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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