Master’s Level Assistant Relationship Manager

Job Description
Works with Relationship Manager to manage assigned relationships and loan portfolio(s). Responsibilities include: analyzing financial data and preparing comprehensive written analyses, analyzing portfolio credit quality, assisting Relationship Manager in presenting credit requests to Credit Approval, identifying products and services that meet customer needs and making appropriate referrals. Higher levels have their own assigned client relationships and may also co‑manage client relationships and portfolio credit quality with a Relationship Manager.

Basic Qualifications

Master's level degree

Experience in financial services

Preferred Skills/Experience

MBA or Masters of Science in Finance is preferred

Six or more years of credit experience

Strong sales and relationship management skills

Thorough understanding of credit and collateral requirements

Strong analytical and problem‑solving skills

Excellent presentation, verbal and written communication skills

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