Relationship Manager

New Edge Associates a Talent Acquisition Firm; United States; Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

New Edge Associates a Talent Acquisition Firm is seeking a Relationship Manager to build and deepen client relationships while ensuring seamless execution across services, from account opening to treasury management.

The ideal candidate will have a banking background, strong organizational skills, and excellent communication capabilities. This role offers a chance to create a meaningful impact while collaborating closely with lenders.

Qualifikationen

• Banking background required (relationship manager, private banker, or senior/branch banker).
• Strong organizational skills and exceptional attention to detail.
• Excellent communication and follow-up skills.

Aufgaben

• Act as the trusted, primary point of contact for client relationships.
• Manage and deepen existing client relationships.
• Gather, organize, and manage all required client documentation.
• Coordinate account opening, treasury management setup, and ongoing servicing.
• Deliver clean, complete files to internal teams for smooth execution.
• Identify opportunities to grow share of wallet and bring in new business.

Kenntnisse

Banking background

Strong organizational skills

Excellent communication skills

Jobbeschreibung

This is a Relationship Manager role designed to be the perfect complement to the Lender. It is a true relationship‑banking position for someone who loves clients, thrives on organization, and wants meaningful impact without the pressure of hunting for loans. You will serve as the primary point of contact for clients, deepening relationships, increasing share of wallet, and ensuring seamless execution across account opening, treasury management, and ongoing servicing. Working closely with the Lender, you will own the relationship flow and administrative process so the Lender can stay focused on production.

Key Responsibilities

• Act as the trusted, primary point of contact for client relationships
• Manage and deepen existing client relationships
• Gather, organize, and manage all required client documentation
• Coordinate account opening, treasury management setup, and ongoing servicing
• Deliver clean, complete files to internal teams for smooth execution
• Identify opportunities to grow share of wallet and bring in new business

Qualifications

• Banking background required (relationship manager, private banker, or senior/branch banker)
• Strong organizational skills and exceptional attention to detail
• Excellent communication and follow‑up skills