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Client Relationship Associate Jobs in Surprise, AZ

Identify and introduce new client relationships through prospecting, strategic outreach, and ... Manage the full lending process alongside Credit Analysts and Loan Associates, from application and ...

Identify and introduce new client relationships through prospecting, strategic outreach, and ... Manage the full lending process alongside Credit Analysts and Loan Associates, from application and ...

Identify and introduce new client relationships through prospecting, strategic outreach, and ... Manage the full lending process alongside Credit Analysts and Loan Associates, from application and ...

Showing results 21-40

Client Relationship Associate information

See Surprise, AZ salary details

$24.2K

$45.7K

$65K

How much do client relationship associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client relationship associate in Surprise, AZ is $45,657.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $48,500.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Surprise, AZ?

The most popular types of Client Relationship jobs in Surprise, AZ are:

What are popular job titles related to Client Relationship Associate jobs in Surprise, AZ?

For Client Relationship Associate jobs in Surprise, AZ, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Surprise, AZ look for?

The top searched job categories for Client Relationship Associate jobs in Surprise, AZ are:

What cities near Surprise, AZ are hiring for Client Relationship Associate jobs?

Cities near Surprise, AZ with the most Client Relationship Associate job openings:

Infographic showing various Client Relationship Associate job openings in Surprise, AZ as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution, with an average salary of $45,657 per year, or $22 per hour.

Commercial Relationship Manager Associate

Bank of Montreal

Phoenix, AZ • On-site

$88K - $165K/yr

Full-time

Medical, Life, Retirement

Re-posted 7 days ago


Job description

Application Deadline:
09/26/2026
Address:
1850 N Central Ave, Suite 2000
Job Family Group:
Commercial Sales & Service
COMMERCIAL RELATIONSHIP MANAGER ASSOCIATE-PHOENIX, AZ
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
  • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
  • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
  • Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
  • Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
  • Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
  • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
  • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
  • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
  • Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
  • Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
  • Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
  • 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
  • Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
  • If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

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