Remote Relationship Manager & Financial Growth Advisor

Austin Financial Services; Los Angeles (CA); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching

PTO 10-20 days

Dental insurance

Vision insurance

Employee discounts

6 Sick Days

12 Paid Holidays

Disability Insurance

Job summary

Austin Financial Services, Inc., a division of Stearns Bank N.A., is currently looking for a Relationship Manager. This connected mobile role focuses on managing and developing client relationships to understand their financial growth goals and to act as a trusted advisor.

As the primary client contact, you will deliver high‑level service, present proposals, monitor portfolios, and identify opportunities to drive revenue while ensuring compliance with banking regulations.

Qualifications

• Bachelor’s degree preferred in Finance, Accounting, Business, or Economics.
• 5–7 years of relevant experience in business development and client management.
• Solid understanding of financial industry trends to drive growth.
• Ability to build and maintain client relationships.
• Strong verbal and written communication 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

Relationship building

Client management

Strategic sales

Financial industry knowledge

Microsoft Office

Verbal communication

Written communication

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office

Job description

Austin Financial Services, Inc., a division of Stearns Bank N.A., is currently looking for a Relationship Manager. This connected mobile role focuses on managing and developing client relationships to understand their financial growth goals and to act as a trusted advisor.

As the primary client contact, you will deliver high‑level service, present proposals, monitor portfolios, and identify opportunities to drive revenue while ensuring compliance with banking regulations.