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Relationship Management Associate Jobs in Conroe, TX

Northern Trust

Associate Relationship Advisor

Houston, TX · On-site

$38K - $47K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Developing knowledge of investments, advisory relationships, estate planning, financial planning ...

Northern Trust

Associate Relationship Advisor

Houston, TX · On-site

$38K - $47K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Developing knowledge of investments, advisory relationships, estate planning, financial planning ...

Janel Group LLC

Business Development Associate

Houston, TX · On-site

$42K - $58K/yr

Manage the full sales cycle, from initial outreach through closing and onboarding. * Build strong client relationships and ensure a positive customer experience. * Collaborate with operations and ...

Adams Homes

New Home Sales Associate

Cleveland, TX · On-site

$12.75 - $17.25/hr

Proficient in Microsoft Office and CRM software. * Ability to work flexible hours, including ... Our sales associates have access to a proven sales-training program and a straightforward process ...

Janel Group

Business Development Associate

Houston, TX · On-site

$50K - $55K/hr

Manage the full sales cycle, from initial outreach through closing and onboarding. * Build strong client relationships and ensure a positive customer experience. * Collaborate with operations and ...

Hancock Whitney Bank

Trust Advisor

Houston, TX · On-site

The Trust Advisor 4 manages and develops complex client relationships during the administration of ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...

Hancock Whitney Corp.

Trust Advisor

Houston, TX · On-site

The Trust Advisor 4 manages and develops complex client relationships during the administration of ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...

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Showing results 21-40

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Conroe, TX

Relationship Management Associate information

See Conroe, TX salary details

$21.4K

$40.3K

$57.4K

How much do relationship management associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for relationship management associate in Conroe, TX is $40,314.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,200.00 and $42,800.00 per year, depending on experience, location, and employer.

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.

What cities near Conroe, TX are hiring for Relationship Management Associate jobs?

Cities near Conroe, TX with the most Relationship Management Associate job openings:

Relationship Management Associate jobs near you

Commercial Relationship Specialist

Regions Financial Corporation

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 160 frontline employees who took The Breakroom Quiz

51st of 171 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 Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.
Primary Responsibilities
  • Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
  • Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
  • Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
  • Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
  • Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing
  • Manages post-closing requirements including tickler requirements and exception citing's
  • Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
  • Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
  • Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
  • Opens new deposit products for clients
  • Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
  • Maintains consistent data integrity for relationship team's client accounts within all source systems
  • Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
  • Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
  • Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking
  • Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
  • May serve as a mentor for new associates

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
  • Bachelor's degree and two (2) years of banking or client support experience
  • Or High School Diploma or GED and three (3) years of general banking experience

Preferences
  • College degree

Skills and Competencies
  • Ability to partner with various internal partners across the organization
  • Ability to research, analyze data and derive facts
  • Advanced verbal, written communication, and organizational skills
  • Advanced work ethic and self-motivation
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
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:
$51,892.50 USD
Median:
$63,569.70 USD
Incentive Pay Plans:
This job is not incentive eligible.
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
Greenway Plaza
Location:
Houston, Texas
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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