Junior Relationship Manager - Banking & Client Growth

Frost; Dallas (TX); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision, long‑term dis

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Health and wellness programs

Referral bonus program

Job summary

Frost is seeking an Associate Relationship Manager I in Dallas to build lasting client relationships through hands-on financial analysis and portfolio administration.

You will participate in FS University training, develop loan packages, understand client needs, and collaborate with commercial lenders to deliver service excellence.

The role requires a BA in business/finance with accounting coursework, strong communication, and banking knowledge; MS Office proficiency strongly preferred.

Qualifications

• Bachelor’s degree in business, preferably accounting or finance, with a minimum 2.75 GPA
• 6+ hours of accounting or equivalent graduate‑level coursework
• Excellent written and verbal communication skills
• Strong organizational and time management skills
• Previous banking experience and knowledge of bank products
• Proficient in Microsoft applications

Responsibilities

• Attend Financial Services University (FSU). FSU is a comprehensive hands‑on formal credit training program focusing on financial analysis training, learning the best use of lending systems, and understanding Frost culture
• Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments
• Become familiar with your clients and their business to understand and act on their needs
• Achieve monthly call and product sales goals set by the sales coach
• Report weekly activity and marketing results to the sales coach of business banking
• Manage and support loan commitments with accuracy and efficiency
• Champion Frost’s philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you’re asked because it’s the right thing to do, and doing so with excellence
• Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
• Support specific financial centers’ defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
• Stay up to date on bank products and services by regularly attending training classes

Skills

Communication skills

Organizational skills

Banking knowledge

Microsoft Office

Education

Bachelor’s degree in business, accounting, or finance

Tools

Microsoft Office

Job description

Frost is seeking an Associate Relationship Manager I in Dallas to build lasting client relationships through hands-on financial analysis and portfolio administration.

You will participate in FS University training, develop loan packages, understand client needs, and collaborate with commercial lenders to deliver service excellence.

The role requires a BA in business/finance with accounting coursework, strong communication, and banking knowledge; MS Office proficiency strongly preferred.