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Relationship Management Associate Jobs in Utah (NOW HIRING)

Bank of Utah

Treasury Management Associate

Orem, UT · On-site

$65K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Working closely with Treasury Management Officers, Relationship Managers, and Banking Managers ... Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field ...

US Bank

PWM Private Wealth Management Associate

Salt Lake City, UT · On-site

$22.50 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated ... relationship. Develops working knowledge of assigned area and accounts through frequent client ...

Sunriseseniorliving

Associate Director of Sales

Midvale, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain and update prospect records in the CRM system Support lead follow-up through call-outs ... Associate Director of Sales | Community Relations Pay Range: 20.15 - 25.25 Ready to take the next ...

Bread Financial

Senior Associate - Audience Management

Draper, UT · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... , including at least 1+ year of hands-on experience with a customer data platform (CDP) such as ... Senior Associate(B) - Audience Management Minimum Qualifications * High School Diploma or GED * 3-5 ...

Tanner LLC

Business Development Associate

Salt Lake City, UT · On-site

$51K - $60K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Business Development Associate will work closely with the Director of Business Development and ... Comfortable learning and using CRM systems. * Proactive, creative, and willing to take ownership of ...

Tanner LLP

Business Development Associate

Salt Lake City, UT · On-site

$51K - $60K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Business Development Associate will work closely with the Director of Business Development and ... Comfortable learning and using CRM systems. * Proactive, creative, and willing to take ownership of ...

University of Utah

Development Management

Salt Lake City, UT · Hybrid

$68K - $75K/yr

  • Retirement

The Associate Director, Grateful Patient Data Strategy, within the Office of University of Utah ... The role balances data hygiene, CRM documentation, and opt-out compliance with the delivery of ...

University of Utah

Development Management

Salt Lake City, UT · On-site

$68K - $75K/yr

  • Retirement

The Associate Director, Grateful Patient Data Strategy, within the Office of University of Utah ... The role balances data hygiene, CRM documentation, and opt-out compliance with the delivery of ...

Blue Compass RV St. George

RV Sales Associate

Hurricane, UT

$65K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV St. George

RV Sales Associate

Hurricane, UT · On-site

$65K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV St. George

RV Sales Associate

Hurricane, UT · On-site

$65K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV St. George

RV Sales Associate

Hurricane, UT

$65K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

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All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Utah

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 the most commonly searched types of Relationship Management jobs in Utah?

The most popular types of Relationship Management jobs in Utah are:

What job categories do people searching Relationship Management Associate jobs in Utah look for?

The top searched job categories for Relationship Management Associate jobs in Utah are:

What cities in Utah are hiring for Relationship Management Associate jobs?

Cities in Utah with the most Relationship Management Associate job openings:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Treasury Management Associate

Bank of Utah

Orem, UT • On-site

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Brittany Heal, and I work as VP Treasury Management. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a Top 100 Fastest Growing Company.
Our Mission Statement:
We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
Job Opening Details:
If our mission statement piques your interest, we encourage you to apply for the currently open position of Treasury Management Associate to work Monday - Friday, 9:00 AM-5:00 PM at our Branch located at 1000 W 800 N, Orem, UT 84057. The Treasury Management Associate supports commercial clients with treasury management services, cash management solutions, and digital banking products. Working closely with Treasury Management Officers, Relationship Managers, and Banking Managers, this role assists with client onboarding, product implementation, relationship support, and identifying treasury management opportunities. The position is designed to develop treasury expertise and consultative sales skills while delivering an exceptional client experience.
Qualifications:
Education
  • Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
Experience:
  • 2+ years of experience in banking, treasury management support, commercial banking, branch banking, business banking, customer service, or related financial services experience.
  • Experience working with business clients preferred.
  • Knowledge of deposit products, electronic banking services, or treasury management products preferred.
  • Experience supporting client onboarding, implementation, or relationship management preferred.
  • Equivalent combinations of education and relevant experience will be considered.

Career Path
This position is designed as a developmental role with the opportunity to advance into a Treasury Management Officer position through demonstrated performance, treasury management expertise, consultative sales development, and successful management of commercial client relationships.

Regular Duties and Responsibilities:
Client Relationship Support
  • Support Treasury Management Officers in managing and expanding commercial client relationships.
  • Conduct client outreach to strengthen relationships and identify treasury management opportunities.
  • Assist with portfolio reviews and client needs assessments.
  • Partner with Commercial Relationship Managers and Banking Managers to identify treasury product opportunities.
  • Participate in client meetings and presentations alongside Treasury Management Officers.
Treasury Solutions Support
  • Assist clients with treasury management products and services including:
    • ACH Origination and Receivables
    • Wire Transfer Services
    • Remote Deposit Capture
    • Positive Pay and Fraud Mitigation Services
    • Business Online Banking
    • Merchant Services
    • Information Reporting and Account Analysis
  • Support treasury product demonstrations and client education.
  • Identify opportunities to increase product utilization and enhance client efficiency.
Implementation amp; Client Service
  • Coordinate treasury management implementations, onboarding activities, and product setups.
  • Conduct client training on treasury management platforms and services.
  • Serve as a primary point of contact for routine treasury management inquiries.
  • Work with operations, implementation, and support teams to ensure timely and accurate product delivery.
  • Monitor onboarding progress and ensure a positive client experience.
Sales amp; Business Development
  • Generate referrals and identify opportunities within existing relationships.
  • Assist with treasury management sales efforts and proposal preparation.
  • Support revenue growth through treasury product penetration and client retention initiatives.
  • Develop consultative sales skills through joint calling and relationship-building activities.
Performance amp; Compliance
  • Maintain accurate client records, pipeline activity, and sales documentation.
  • Ensure compliance with bank policies, procedures, and regulatory requirements.
  • Maintain current knowledge of treasury management products, industry trends, and banking technology.
  • Support achievement of departmental goals related to deposits, fee income, and client retention.
Knowledge, Skills and Abilities
  • Working knowledge of treasury management, cash management, or commercial banking services.
  • Strong customer service and relationship-building skills.
  • Ability to identify client needs and recommend appropriate banking solutions.
  • Excellent communication and presentation skills.
  • Strong organizational and time management abilities.
  • Ability to manage multiple projects and priorities simultaneously.
  • Proficiency in Microsoft Office and banking technology platforms.
  • Strong attention to detail and problem-solving skills.
  • Desire to develop advanced treasury management and consultative sales expertise.

Benefits of Working with Us:
  • Bank of Utah's comprehensive benefits package includes:
  • Great work-life balance, with a Monday-Friday schedule
  • Competitive pay and benefits, including medical, dental and vision plans
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off, including paid parental leave
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.

Apply