Relationship Manager

World Business Atlas; Florida; On-site; USD 70,000 - 100,000; Full time

Job summary

World Business Atlas is seeking a Relationship Manager to develop and sustain client relationships by understanding financial needs and delivering appropriate banking solutions. The role emphasizes managing a client portfolio, spotting opportunities, and collaborating with product specialists to support clients' financial objectives.

The successful candidate will prioritize client satisfaction, retention, and growth while upholding risk controls and bank policy compliance across all account

Qualifications

• Bachelor's degree in finance, business, economics, marketing, or a related field.
• Strong relationship-building skills with the ability to understand client needs and establish trust.
• Knowledge of banking products and services, including deposits, lending, payments, and investment solutions.
• Ability to manage a client portfolio, identify opportunities, and achieve business targets.
• Understanding of credit assessment, customer due diligence, and risk management principles.
• Strong communication, presentation, and negotiation skills.

Responsibilities

• Develop and maintain client relationships by understanding financial needs and providing suitable banking solutions.
• Manage a client portfolio, identify business opportunities, and coordinate with product specialists to deliver services.
• Focus on client satisfaction, retention, and business growth while maintaining sound risk management practices.
• Review client needs, resolve service issues, and ensure recommendations and account activities follow bank policies and requirements.

Skills

Relationship-building

Communication

Negotiation

Strategic thinking

Problem solving

Education

Bachelor's degree in finance

Business or related field

Tools

CRM systems

Job description

The Relationship Manager develops and maintains client relationships by understanding customers' financial needs and providing suitable banking solutions. The role involves managing a client portfolio, identifying business opportunities, and coordinating with product specialists to deliver services that support clients' financial objectives.

The successful candidate will focus on client satisfaction, retention, and business growth while maintaining sound risk management practices. This position also reviews client needs, resolves service issues, and ensures recommendations and account activities follow bank policies and applicable requirements.

Role Description

The Relationship Manager develops and maintains client relationships by understanding customers' financial needs and providing suitable banking solutions. The role involves managing a client portfolio, identifying business opportunities, and coordinating with product specialists to deliver services that support clients' financial objectives.

The successful candidate will focus on client satisfaction, retention, and business growth while maintaining sound risk management practices. This position also reviews client needs, resolves service issues, and ensures recommendations and account activities follow bank policies and applicable requirements.

Qualifications

• Bachelor's degree in finance, business, economics, marketing, or a related field.
• Relevant experience in banking, relationship management, financial services, or client-facing sales.
• Strong relationship-building skills, with the ability to understand client needs and establish trust.
• Knowledge of banking products and services, including deposits, lending, payments, and investment solutions.
• Ability to manage a client portfolio, identify opportunities, and achieve business targets.
• Understanding of credit assessment, customer due diligence, and risk management principles.
• Strong communication, presentation, and negotiation skills.
• Ability to coordinate with internal teams and resolve client issues effectively.
• Proficiency in Microsoft Office and familiarity with CRM or banking systems.
• Strong commitment to professional integrity, confidentiality, and appropriate product recommendations.
• Relevant product certifications or licences, where required, are an advantage.