ZipRecruiter

Log In

1

Relationship Management Associate Jobs in Alabama

Valley Bank

Relationship Banker

Montgomery, AL · On-site

$18.25 - $24/hr

Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders ... Associates degree or Bachelors' degree with concentration in accounting, business, finance ...

Valley Bank

Relationship Banker

Wetumpka, AL · On-site

$16.50 - $21.75/hr

Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders ... Associates degree or Bachelors' degree with concentration in accounting, business, finance ...

Valley Bank

Relationship Banker

Alexander City, AL · On-site

$15.75 - $20.75/hr

Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders ... Associates degree or Bachelors' degree with concentration in accounting, business, finance ...

Bishs RV

Sales Associate

Calera, AL

$13 - $17.50/hr

We're looking for a motivated and energetic RV Sales Associate to join our team. This isn't just ... Effectively manage and prioritize leads using our CRM system, including follow-ups with both new ...

Bishs RV

Sales Associate

Calera, AL

$13 - $17.50/hr

We're looking for a motivated and energetic RV Sales Associate to join our team. This isn't just ... Effectively manage and prioritize leads using our CRM system, including follow-ups with both new ...

Troy University

Academic Services Associate

Troy, AL · On-site

... Associate Position Type Classified Staff/Hourly Department Advisement - Troy Online Division ... CRM Alerts and Tasks related to student progression • Coordinate with ID and other areas on ...

previous page

Showing results 41-60

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Alabama

Relationship Management Associate information

What are the key skills and qualifications needed to thrive as a relationship management associate?

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 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.

Is being a relationship management associate a stressful job?

The role of a relationship management associate can involve stress due to managing client relationships, meeting targets, and handling complex issues. However, stress levels vary depending on the work environment, workload, and individual skills in communication and organization.

What does a relationship management associate do?

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

What is the work of a relationship management associate?

A relationship management associate is responsible for maintaining and strengthening relationships with clients or partners, ensuring their needs are met and fostering loyalty. They often handle communication, resolve issues, and support account management using CRM tools, typically working in a client-focused environment. Strong interpersonal and organizational skills are essential for this role.

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

Relationship Banker

Valley Bank

Montgomery, AL • On-site

$18.25 - $24/hr

Full-time

Posted 22 days ago

Valley Bank rating

7.3

Company rating: 7.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

111th of 171 rated banks

Job description

Responsibilities include but are not limited to:
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
  • Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
  • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
  • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
  • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
  • Demonstrates and promotes online and mobile banking capabilities.
  • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
  • Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
  • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
  • Participate in community events and supports CRA initiatives, activities, and programs.
  • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
  • Adhere to the bank's code of conduct and all policies and procedures.

Required Skills:
  • Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
  • Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
  • Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
  • Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
  • Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
  • Detail oriented, strong organizational skills, and high degree of accuracy.
  • Ability to manage multiple projects simultaneously.
  • Proficient computer skills.

Required Experience:
  • High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.

Preferred Experience:
  • 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
  • Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.
  • FIS/IBS (Integrated Banking Solutions).

What Valley Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply