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.
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.
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