Relationship Manager

Austin Financial Services; Polska; Hybrid; PLN 395,000 - 632,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) Plan with an employer match

PTO from 10 to 20 days depending on

Disability Insurance

6 Days Sick Time

12 Paid Holidays

Employee discounts

Job summary

Austin Financial Services, Inc. (AFS) is seeking a Relationship Manager to manage and develop client connections, understand financial growth goals, and serve as the primary contact for clients.

You will build strong relationships, assess client portfolios, present proposals, and collaborate with senior leadership to drive revenue while ensuring compliance with banking regulations. This is a remote role.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field.
• 5-7 years of relevant experience in business development and client management.
• Understanding of financial industry trends and market dynamics.
• Ability to build and maintain relationships with clients, partners, and stakeholders.
• Excellent verbal, written and problem-solving skills.
• Proficiency in Microsoft Office and applicable software platforms.

Responsibilities

• Build and maintain strong relationships with existing and prospective clients to understand their needs and preferences to provide sound advice.
• Understand the clients financial goals and recommend appropriate financial solutions.
• Monitor client portfolios, prepare and present proposals to strengthen accounts.
• Develop customized solutions to address client concerns and enhance client satisfaction.
• Identify development efforts to generate new business opportunities and drive revenue growth.
• Develop and implement sales strategies to achieve sales target and maximize profitability.
• Conduct due diligence and risk assessments to evaluate client portfolios.
• Ensure compliance with banking regulations and industry standards.
• Other duties as assigned from SVP, CEO or CRO.

Skills

Verbal communication

Written communication

Problem solving

Microsoft Office

Education

Bachelor’s degree in Finance, Accounting, Business, Economics or related field

Tools

Microsoft Office

Job description

Benefits

• Employee discounts
• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Dental insurance
• Vision insurance

Austin Financial Services, Inc., a division of Stearns Bank N.A., is currently looking for a Relationship Manager. This is a connected mobile role.

For this position, we anticipate an annual salary range between $100,000 to $160,000. Final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience.

BENEFITS

When you join the AFS team, you gain access to:

• Healthcare (Medical, Dental, Vision)
• 401(k) Plan with an employer match
• PTO from 10 to 20 days depending on tenure and seniority
• 6 Days Sick Time
• 12 Paid Holidays
• Disability Insurance

JOB SUMMARY

The Relationship Manager is responsible for managing and developing relationships with clients to understand and impact their financial growth goals. The Relationship Manager is the primary contact for clients, providing a high level of service and support. This role serves as a trusted advisor and plays a pivotal role in fostering partnerships and driving business growth.

RESPONSIBILITIES

• Build and maintain strong relationships with existing and prospective clients to understand their needs and preferences to provide sound advice.
• Understand the clients financial goals and recommend appropriate financial solutions.
• Monitor client portfolios, prepare and present proposals to strengthen accounts.
• Develop customized solutions to address client concerns and enhance client satisfaction.
• Identify development efforts to generate new business opportunities and drive revenue growth.
• Develop and implement sales strategies to achieve sales target and maximize profitability.
• Conduct due diligence and risk assessments to evaluate client portfolios.
• Ensure compliance with banking regulations and industry standards.
• Other duties as assigned from SVP, CEO or CRO.

REQUIREMENTS

• Literacy in English.
• Ability to sit for extended periods of time, twist, bend, sit, walk, use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear.
• Specific vision abilities required by the job includes close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

QUALIFICATIONS

• Preferred: Bachelor’s degree in Finance, Accounting, Business, Economics or a related field from four-year college or university.
• 5 -7 years of relevant experience in business development and client management.
• Comprehensive understanding of financial industry trends and market dynamics to drive growth and execute business development strategies.
• Demonstrated ability to build and maintain relationships with clients, partners, and stakeholders.
• Excellent verbal, written and problem-solving skills
• Proficiency in Microsoft Office and applicable software platforms.

THE COMPANY

Austin Financial Services, Inc. (AFS) prides itself on being a leader in Asset Based Lending. In a field where there are many choices, we maintain a competitive advantage with our proven track record of delivering high quality and flexible products from our team of experienced professionals.

AFS offers streamlined lending processes and fast approvals, with an ability to provide our clients with consistent cash flow to ensure their business continues to operate in a smooth and efficient manner.

As a privately owned firm, we specialize in working with lower-middle market companies, facilitating loans from $1M to $12MM. We move at the pace of our clients’ businesses, with flexibility, speed and an unwavering commitment to providing the best client service.

EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.

This is a remote position.