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Relationship Management Associate Jobs in Alabama

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Relationship Management Associate information

How much does an associate Relationship Manager make?

An Associate Relationship Manager typically earns between $50,000 and $70,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries, often supplemented with bonuses or commissions.

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

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What is an associate Relationship Manager?

An Associate Relationship Manager is an entry-level or junior professional responsible for supporting client relationships, assisting with account management, and ensuring client satisfaction. They often work under senior managers, utilize CRM tools, and develop skills in communication, sales, and financial products to build and maintain client trust.

What does a relationship management associate do?

A relationship management associate is responsible for maintaining and strengthening client relationships, addressing their needs, and ensuring satisfaction. They often use communication skills, CRM tools, and industry knowledge to support client retention and business growth.

Is being an RM a stressful job?

Relationship Management Associates often work in fast-paced environments that require strong communication and problem-solving skills. The role can be stressful due to managing client expectations, meeting targets, and handling complex issues, but workload and stress levels vary depending on the organization and individual workload management. Effective time management and emotional resilience are important for success in this role.

What are some typical challenges faced by a Relationship Management Associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

What are popular job titles related to Relationship Management Associate jobs in Alabama? For Relationship Management Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Relationship Management Associate jobs in Alabama look for? The top searched job categories for Relationship Management Associate jobs in Alabama are:
What cities in Alabama are hiring for Relationship Management Associate jobs? Cities in Alabama with the most Relationship Management Associate job openings:
Relationship Management Associate jobs near you
Treasury Management Relationship Manager Associate

Treasury Management Relationship Manager Associate

Regions Financial Corporation

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

54th of 144 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate) partners with Treasury Management Relationship Managers (TMRMs) in preparing for prospect and key client engagements. The TMRM Associate role is critical in driving successful client interactions by providing strategic research, financial analysis, and proposals. This position will also collaborate between TMRMs, Commercial Relationship Managers and product teams to prepare and participate in client and prospect meetings.
Primary Responsibilities
  • Conducts industry, client-specific research, and competitor bank information for sales strategies and meeting preparation
  • Develops customized pricing proformas for prospect proposals
  • Creates compelling pitch books and presentation materials tailored to client and prospect needs
  • Collaborates with TMRMs and Commercial Relationship Managers to plan and coordinate client meetings, including agenda development and briefing materials
  • Conducts research and develop information for Portfolio Development Meetings
  • Completes client relationship reviews, including account schematics and relationship mapping
  • Prepares working capital presentations to identify opportunities to optimize cash flow and improve financial efficiency
  • Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials
  • Maintains and leverages product knowledge of Treasury Management (TM) solutions to identify client needs and how to position appropriate TM solutions during the sales process
  • Uses data mining applications to identify TM opportunities within the client portfolios
  • Works closely with key partners to develop and present revenue-generating strategies to clients and prospects.
  • Participates in client and prospect calls to present strategic working capital data to obtain new business

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Requirements
  • Bachelor's degree in related field
  • Or High School Diploma or GED and two (2) years in Treasury Services Sales or related experience

Preferences
  • 1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
  • Bilingual

Skills and Competencies
  • Ability to manage multiple priorities and meet tight deadlines
  • Advanced user of Microsoft Office Suite, especially Excel and PowerPoint
  • Organized and detail oriented
  • Relationship and partnership orientation
  • Strategic thinking/problem solving
  • Strong verbal and written communication ability

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
Median:
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Regions Center
Location:
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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