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UB
U.S. Bank National Association
Associate Relationship Manager
Career Insights for Financial Relationship Manager
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Based on California data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$143,960 / year median in California
-11% projected decline
Job Description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Works with Relationship Managers and coverage team members on the day-to-day management of Corporate and Commercial Banking clients. Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit requests to Credit Approval, and identifies products and services that meet customer needs and making appropriate referrals. Higher levels may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s). Basic Qualifications Typically a Bachelor's degree, or equivalent work experience Typically two to four years of relevant banking or sales experience Preferred Skills/Experience Strong quantitative, analytical, and problem-solving skills Well-developed relationship building and sales skills Effective presentation, written and verbal communication skills Credit skills/experience (i.e., financial accounting, commercial lending, industry awareness, loan structuring, etc.) preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.