Relationship Associate

Job Description

Relationship Associate's job description generally involves supporting Relationship Managers in maintaining and growing client relationships. This includes tasks like managing customer portfolios, providing excellent customer service, and assisting with credit-related tasks and product solutions. They also handle inquiries, resolve issues, and identify opportunities for cross-selling. Key Responsibilities: Client Servicing: Providing day-to-day support to clients, handling their inquiries, and resolving issues. Relationship Management: Building and maintaining strong client relationships, understanding their needs, and providing personalized service. Data Management: Collecting, validating, and updating client data in relevant systems. Coordination: Coordinating with internal departments (e.g., Loan Review, Loan Operations) to address client needs. Product Knowledge: Providing information on products and services, and identifying cross-selling opportunities. Compliance: Ensuring compliance with relevant regulations and policies. Process Improvement: Identifying and recommending improvements to processes and procedures. Reporting: Generating reports on client data and performance. KYC/AML: Performing Know Your Customer (KYC) and Anti-Money Laundering (AML) due diligence. Skills and Qualifications: Excellent Communication and Interpersonal Skills: Effective communication with clients, colleagues, and internal stakeholders. Problem-Solving: Ability to identify and resolve client issues and inquiries. Organizational Skills: Ability to manage multiple tasks and deadlines effectively. Knowledge of Banking/Financial Services: Understanding of products, services, and industry practices. Computer Skills: Proficiency in using relevant software and systems. Customer Service Orientation: A commitment to providing excellent customer service and building strong relationships. Bachelor's degree: in Business, Marketing, or a related field is often preferred