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Relationship Associate Jobs in Texas (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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All JobsRelationship Associate JobsRelationship Associate Jobs in Texas

Relationship Associate information

See Texas salary details

$23.3K

$43.9K

$62.4K

How much do relationship associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for relationship associate in Texas is $43,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $46,600.00 per year, depending on experience, location, and employer.

What is the 3 month rule for jobs?

The 3 month rule for a Relationship Associate typically refers to a probationary period of three months during which performance, skills, and fit for the role are evaluated. Successful completion of this period may lead to permanent employment, benefits, or advancement opportunities. During this time, employees are often expected to demonstrate reliability and meet specific performance standards.

How to respond to someone saying they hate their job?

As a Relationship Associate, if someone expresses dissatisfaction with their job, it is helpful to listen empathetically and encourage them to identify specific issues. Offering support or suggesting they explore solutions such as skill development or seeking new opportunities can be constructive. Maintaining professionalism and understanding their perspective is key in such conversations.

Why can't I settle in a job?

Relationship Associates often seek roles that align with their skills and interests; difficulty settling can result from mismatched expectations, lack of growth opportunities, or workplace environment issues. Developing strong communication skills and seeking feedback can help improve job satisfaction and stability.

Is being an RM a stressful job?

Being a Relationship Associate can be stressful due to the need to manage client relationships, meet sales targets, and handle complex customer issues. The role often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, which can contribute to job stress.

What are Relationship Associates?

Relationship Associates are professionals who manage and nurture relationships between a company and its clients or customers. They often work in industries like banking, finance, and professional services, serving as the main point of contact for clients. Their responsibilities typically include addressing client needs, providing information about products or services, and ensuring customer satisfaction. They also help identify opportunities to expand business relationships and may assist with account management and problem resolution.

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

To thrive as a Relationship Associate, you need a strong understanding of financial products, client relationship management, and often a bachelor’s degree in business or finance. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are commonly required. Excellent communication, active listening, and problem-solving abilities help you build trust and resolve client concerns effectively. These skills and qualifications are crucial for fostering long-term client engagement, driving business growth, and ensuring client satisfaction.

How does a Relationship Associate typically collaborate with other departments to support client needs?

Relationship Associates frequently work cross-functionally, partnering with teams such as credit, operations, and product specialists to deliver comprehensive solutions for clients. They act as liaisons, ensuring clear communication between internal departments and clients to resolve issues or implement new services. This collaborative environment helps Relationship Associates develop a strong understanding of different business areas and build relationships that can support their professional growth.
What are the most commonly searched types of Relationship jobs in Texas? The most popular types of Relationship jobs in Texas are:
What cities in Texas are hiring for Relationship Associate jobs? Cities in Texas with the most Relationship Associate job openings:
Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,870 per year, or $21.1 per hour.
Relationship Associate II

Relationship Associate II

Woodforest Financial Group

Houston, TX • On-site

$36K - $46K/yr

Full-time

Posted 10 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

131st of 170 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 II 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 II provides administrative and office management support for assigned Senior Commercial Lending Management.
Key Responsibilities:
  Provide effective administrative support to the Regional President and the Client Relationship Management team.
  Act as the Relationship Managers' (RM) support for routine client or internal issues.
  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


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:
5-7 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
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 required initially, though the role could evolve into oversight of junior colleagues as the business expands.
Travel
  Up to 10% - Negligible amount of travel expected. Primarily office based, although visits to bank clients and/or other day/overnight travel could be possible.
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.

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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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