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Personal Relationship Manager Jobs (NOW HIRING)

VERVE A CREDIT UNION

Personal Relationship Banker

Oshkosh, WI · On-site

$18.25 - $23.75/hr

... opportunities to deepen relationships and support Verve's growth objectives. POSITION ... Identify opportunities to help members thrive financially with a focus on managing money, saving ...

Bank of America

Relationship Manager

Winter Park, FL

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Relationship Manager

Winter Park, FL · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Relationship Manager

Lexington, MA · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Relationship Manager

Lexington, MA

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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Personal Relationship Manager information

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$28K

$80.7K

$140.5K

How much do personal relationship manager jobs pay per year?

As of Jun 8, 2026, the average yearly pay for personal 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 a Personal Relationship Manager?

A Personal Relationship Manager is a professional who builds and maintains strong relationships with clients, often in the banking, finance, or service industries. Their main role is to understand each client's needs, offer personalized solutions, and ensure high levels of customer satisfaction. They act as a point of contact for clients, provide financial or service advice, and help resolve any issues that may arise. By doing so, they aim to foster loyalty and long-term engagement between the client and the organization.

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

To thrive as a Personal Relationship Manager, you need strong interpersonal skills, a background in finance or sales, and typically a bachelor’s degree in business, finance, or a related field. Familiarity with customer relationship management (CRM) software, banking systems, and industry certifications like AMFI or IRDA can be crucial. Exceptional communication, problem-solving, and trust-building abilities help you foster long-term client relationships. These skills ensure you can effectively manage client portfolios, address their needs, and drive business growth.

What is the difference between Personal Relationship Manager vs Client Services Associate?

AspectPersonal Relationship ManagerClient Services Associate
CredentialsRelevant certifications, experience in client managementCustomer service training, basic industry knowledge
Work EnvironmentHigh-end client settings, financial or luxury sectorsOffice, call centers, client support teams
Employer & IndustryBanks, wealth management firms, luxury brandsFinancial institutions, service providers
Search & Comparison IntentUnderstanding client relationship roles, career pathsCustomer support roles, entry-level client interaction

Personal Relationship Managers focus on building long-term relationships with high-net-worth clients, providing personalized services. Client Services Associates handle day-to-day client inquiries and support, often in a more transactional capacity. Both roles require strong communication skills, but the Relationship Manager role involves deeper client engagement and strategic planning.

How does a Personal Relationship Manager typically collaborate with other departments to enhance client satisfaction?

Personal Relationship Managers work closely with teams such as sales, customer service, and product specialists to provide comprehensive solutions for clients. They frequently coordinate with these departments to resolve client issues, offer tailored recommendations, and ensure smooth service delivery. This collaboration helps them stay informed about new products or services, enabling them to proactively address client needs and strengthen long-term relationships. Open communication and teamwork are essential, as the role often acts as a bridge between clients and internal teams.
What cities are hiring for Personal Relationship Manager jobs? Cities with the most Personal Relationship Manager job openings:
What states have the most Personal Relationship Manager jobs? States with the most job openings for Personal Relationship Manager jobs include:
Personal Relationship Manager jobs near you
Infographic showing various Personal Relationship Manager job openings in the United States as of May 2026, with employment types broken down into 55% Full Time, 43% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Personal Relationship Banker

Personal Relationship Banker

VERVE A CREDIT UNION

Oshkosh, WI • On-site

$18.25 - $23.75/hr

Full-time

Posted 29 days ago

Job description

POSITION SUMMARY

The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives. 

POSITION RESPONSIBILITIES

Member Experience 

  • Greet members promptly and professionally, creating a welcoming environment. 
  • Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks. 
  • Verify endorsements, signatures, and proper identification; always maintain confidentiality. 
  • Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested. 
  • Clearly explain consumer account summaries, product features, and regulatory terms in language members understand. 
  • Handle “Red Flag” identity theft prevention procedures accurately. 
  • Assist members with digital banking tools and problem resolution. 

Growth 

  • Take applications for credit cards, unsecured loans, and unsecured lines of credit. 
  • Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly. 
  • Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions. 
  • Participate in branch and community outreach activities to promote Verve’s brand and attract new members. 

Operational & Compliance Excellence 

  • Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions. 
  • Complete product code changes accurately and in a timely manner. 
  • Follow all operational policies, procedures, and security protocols. 
  • Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements. 
  • Complete required annual compliance training and apply standards consistently. 

EDUCATION AND EXPERIENCE

  • High school diploma or equivalent required. 
  • Minimum six (6) months of customer service, retail banking, or cash handling experience. 
  • Basic knowledge of financial products, services, and regulations preferred. 

KEY COMPETENCIES

  • Strong interpersonal skills with a friendly, professional demeanor. 
  • Excellent attention to detail and accuracy in transactions. 
  • Ability to explain financial concepts clearly to members. 
  • Proficient computer skills including Microsoft Office; ability to learn core banking systems. 
  • Reliable and consistent in attendance and performance. 
  • Ability to work Saturdays as scheduled. 

PHYSICAL DEMANDS AND WORK ENVIRONMENT

  • Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
  • Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone.  May occasionally reach with hands and arms; stoop, kneel, and crouch.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

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