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Customer Relationship Associate Jobs (NOW HIRING)

Woodforest National Bank

Relationship Associate I

Frisco, TX · On-site

$37K - $46K/yr

The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan ...

Woodforest National Bank

Relationship Associate I

Dallas, TX · On-site

$39K - $49K/yr

The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan ...

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Customer Relationship Associate information

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$25K

$47.1K

$67K

How much do customer relationship associate jobs pay per year?

As of Jul 23, 2026, the average yearly pay for customer relationship associate in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What qualifications are needed to be an RM?

A Customer Relationship Associate typically needs a high school diploma or equivalent, strong communication and interpersonal skills, and experience in customer service or sales. Some roles may require familiarity with CRM software and relevant certifications, depending on the industry and company requirements.

What does a customer relations associate do?

A customer relations associate manages interactions with customers to ensure satisfaction and build loyalty. They handle inquiries, resolve complaints, and provide product or service information, often using communication tools like phone, email, or chat. Strong interpersonal skills and knowledge of company policies are essential for this role.

What does a Customer Relationship Associate do?

A Customer Relationship Associate is responsible for building and maintaining positive relationships with clients or customers. They handle inquiries, resolve issues, and provide information about products or services. Their goal is to ensure customer satisfaction, encourage loyalty, and support the overall growth of the company by delivering excellent service. They often communicate with customers via phone, email, or in-person, and may also assist with account management and feedback collection.

Is being an RM a stressful job?

A Customer Relationship Associate role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or when dealing with difficult customers.

What are the key skills and qualifications needed to thrive as a Customer Relationship Associate, and why are they important?

To thrive as a Customer Relationship Associate, you need strong communication skills, a customer-focused mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce, MS Office Suite, and ticketing systems is commonly required. Exceptional interpersonal skills, problem-solving abilities, and patience help you stand out in managing diverse client needs. These competencies are crucial for building lasting client relationships, ensuring customer satisfaction, and supporting business growth.

What is the difference between Customer Relationship Associate vs Customer Service Representative?

AspectCustomer Relationship AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or sales experienceHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice settings, client-facing roles, sales environmentsCall centers, retail, office settings, customer support centers
Employer & Industry UsageBanking, insurance, retail, telecommunicationsRetail, telecom, hospitality, tech support
Common Search & Comparison IntentUnderstanding roles involving client engagement and relationship buildingCustomer support and issue resolution

The main difference is that a Customer Relationship Associate focuses on building and maintaining long-term client relationships, often involving sales and personalized service. In contrast, a Customer Service Representative primarily handles customer inquiries, complaints, and support issues. Both roles require strong communication skills and customer-focused credentials, but their daily tasks and objectives differ based on relationship management versus support functions.

What are some common challenges faced by Customer Relationship Associates, and how can they be addressed?

Customer Relationship Associates often encounter challenges such as managing high volumes of customer inquiries, dealing with difficult clients, and balancing administrative tasks with relationship-building efforts. Developing strong communication and problem-solving skills can help address these challenges, as well as staying organized and using CRM tools efficiently. Regular training and collaborating closely with team members also support effective handling of complex situations and continuous improvement in customer service.

What is the highest paying job in customer service?

In customer service, roles such as Customer Service Manager, Client Services Director, or Customer Experience Executive tend to have the highest salaries, often exceeding $70,000 annually. These positions typically require leadership skills, industry experience, and sometimes advanced certifications or training in customer relationship management tools.
What cities are hiring for Customer Relationship Associate jobs? Cities with the most Customer Relationship Associate job openings:
What are the most commonly searched types of Customer Relationship jobs? The most popular types of Customer Relationship jobs are:
What states have the most Customer Relationship Associate jobs? States with the most job openings for Customer Relationship Associate jobs include:
Customer Relationship Associate jobs near you
Infographic showing various Customer Relationship Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.
Relationship Associate I

Relationship Associate I

Woodforest Financial Group

Frisco, TX

$37K - $46K/yr

Full-time

Posted 29 days ago

Woodforest National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

117th of 150 rated banks

Job description

Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan files, collecting and ordering documentation, coordinating closing, assisting with past due collection and clearing of exceptions, and continued customer support in regards to loan accounts.

The Relationship Associate I provides administrative and office management support for assigned Commercial Banking team.
Key Responsibilities:
  Requests, orders and compiles supporting documentation for the processing of loan requests. This includes information from the client such as updated financials, tax returns and other documentations as needed, as well as ordering records such as appraisals, title searches, flood determinations and credit reports.
  Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel.
  Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly


  Monitors and assists with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions.
  Ensures timely resolution of Client service issues.
Competencies Required:
  Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites.
  Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail.
  Strong customer service skills with effective problem-solving abilities.
  Ability to interact and communicate effectively with internal and external parties.
  Good understanding of financial institution products and services.
Minimum Qualifications/Experience:
  3-5 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
Commercial Loan Documentation experience preferred.
Formal Education & Certification:
  High School Diploma or equivalent required.
  Bachelor's degree in Business Administration or related field preferred.
  Must meet the requirements to be commissioned as a Notary Public.
Work Status:
  Full-Time.
Supervisory Responsibility:
  None.
Travel:
  0% - Negligible amount of travel expected.
Working Conditions:
  Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

What Woodforest National Bank employees say

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About Woodforest National Bank

Sourced by ZipRecruiter

Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

The Woodlands, TX, US

Year founded

1980

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