Client Relationship Associate

1 week ago

Dallas, Texas, United States Fifth Third Bank Full time

Elevate Banking with Fifth Third Bank

At Fifth Third Bank, we connect talented individuals with remarkable opportunities. Are you prepared to advance your career in the banking sector?

The Client Relationship Associate plays a crucial role in collaborating with Relationship Managers to enhance sales and service delivery while performing necessary analytical functions. A successful candidate will work alongside Relationship Managers to pinpoint and develop tailored client solutions. This role requires a solid understanding of financial and risk analysis, complemented by foundational sales and business development skills. Critical thinking is essential for effectively managing conflicts among multiple Relationship Managers and fostering strong relationships.

The individual in this position is responsible for managing risk by engaging in open dialogue, raising concerns, and adhering to established policies and procedures. It is imperative to consistently act in the best interest of customers and colleagues, ensuring that actions contribute to a positive customer experience. While operating within the Bank's risk framework, the Associate achieves results by identifying, assessing, managing, monitoring, and reporting various types of risks.

KEY RESPONSIBILITIES:

  • Collaborate with Relationship Managers in sales and service efforts, executing analytical tasks as required.
  • Assist in identifying and qualifying potential clients alongside Relationship Managers or RM Team Leads.
  • Conduct thorough industry research.
  • Develop and maintain detailed prospect profiles, including updates in the CRM system.
  • Prepare client presentations.
  • Partner with Relationship Managers to devise client solutions.
  • Gather and input necessary KYC due diligence information for prospects.
  • Perform initial pricing analysis and create relationship pricing models.
  • Draft preliminary deal screens and opportunity memos.
  • Participate in client presentations at the request of Relationship Managers.

SUPERVISORY RESPONSIBILITIES: None

REQUIRED QUALIFICATIONS:

  • Bachelor's degree in Business (e.g., Business Administration, Finance, Accounting) or equivalent professional experience preferred.
  • 1-2 years of relevant experience in commercial banking, finance, accounting, or a related field.
  • Basic understanding of financial and risk analysis.
  • Familiarity with the US economy and regulatory environment.
  • Introductory sales and business development skills.
  • Experience with commercial lending credit policies and guidelines is advantageous but not mandatory.
  • Knowledge of banking systems such as B2B, CCAS, AFS, RIMS, CHQ, Loan Document Preparation Systems, or equivalent is preferred but not required.
  • Understanding of local and regional market dynamics is beneficial but not essential.
  • Strong verbal and written communication skills, particularly in face-to-face negotiations and group presentations.
  • Proven ability to utilize effective problem-solving and analytical skills while managing multiple tasks.
  • Proficiency in Microsoft Office applications.

WORKING ENVIRONMENT:

  • Standard office setting with minimal exposure to environmental factors.
  • Limited travel may be required.

Fifth Third Bank is committed to fostering an inclusive culture and ensuring equal employment opportunities in all hiring decisions, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.

  • Client Relationship Associate

    1 week ago

    Dallas, Texas, United States Fifth Third Bank Full time

    Enhance Banking Experiences at Fifth Third BankAt Fifth Third Bank, we are dedicated to connecting talented individuals with exceptional career opportunities. Are you prepared to elevate your career in the banking sector?The Client Relationship Associate plays a crucial role in collaborating with Relationship Managers in both sales and service capacities,...

  • Client Relationship Associate

    2 weeks ago

    Dallas, Texas, United States Fifth Third Bank Full time

    Enhance Banking Experiences at Fifth Third BankAt Fifth Third Bank, we connect talented individuals with exceptional career opportunities. Are you prepared to elevate your professional journey in the banking sector?The Client Relationship Associate plays a pivotal role in collaborating with Relationship Managers to drive sales and service excellence while...

  • Client Relationship Associate

    2 months ago

    Dallas, Texas, United States R&R Human Resources Solutions Full time

    Atlas Advisor Group,a boutique wealth management firm, located in Dallas, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organizationOur mission at Atlas Advisor Group is to grow and protect our client's...

  • Client Relationship Associate

    3 weeks ago

    Dallas, Texas, United States R&R Human Resources Solutions Full time

    a boutique wealth management firm, located in , is seeking a to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organizationOur mission at is to If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you...

  • Client Relationship Associate

    2 weeks ago

    Dallas, Texas, United States Regions Bank Full time

    Thank you for considering a career with Regions Bank. We are committed to providing our associates with more than just a job; we offer a pathway to build a fulfilling career with ample opportunities for growth.As a dedicated professional focused on delivering results, you will play a crucial role in enhancing customer relationships through insightful...

  • Client Relationship Fashion Associate

    1 week ago

    Dallas, Texas, United States Neiman Marcus Full time

    At Neiman Marcus Group, we prioritize relationships and foster a culture of love and belonging in all our interactions—with customers, team members, brand partners, and the communities we serve. Our commitment to innovation shapes our mission to transform luxury experiences. Our esteemed brands include Neiman Marcus and Bergdorf Goodman.Your...

  • Client Relationship Specialist

    2 weeks ago

    Dallas, Texas, United States Delta Dallas Full time

    Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a Client Services Associate. This position is focused on providing essential operational support, which includes managing client onboarding, facilitating financial transactions, and generating daily performance reports while assisting advisors as...

  • Client Relationship Specialist

    1 week ago

    Dallas, Texas, United States Delta Dallas Full time

    Client Services AssociateDelta Dallas is collaborating with a Financial Wealth Management Advisory firm to find a dedicated Client Services Associate. This position is pivotal in providing essential operational support, which encompasses client onboarding, managing financial transactions, generating daily reports, and assisting financial advisors as...

  • Client Relationship Specialist

    1 week ago

    Dallas, Texas, United States Farther Full time

    Job OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology to provide a customized and comprehensive wealth management experience.The founders of Farther are distinguished leaders and pioneers in the private wealth sector, bringing together a unique combination of...

  • Senior Client Relationship Manager

    6 days ago

    Dallas, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer...

  • Senior Client Relationship Manager

    4 days ago

    Dallas, Texas, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesClient...

  • Client Relationship Specialist

    2 weeks ago

    Dallas, Texas, United States Third Bridge Full time

    Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions to the world’s leading investors and business executives. Our unique offering combines human insights with exclusive investor-led content, supported by a global network of experts. We cater to over 1,000 investment firms, providing...

  • Client Relationship Executive

    2 weeks ago

    Dallas, Texas, United States TEKsystems Full time

    Job OverviewAbout Us: At TEKsystems, we are catalysts for change. Our mission is to empower clients to realize their visions and seize opportunities in an evolving landscape. With a robust team of 80,000 professionals, we collaborate with over 6,000 clients, including a significant portion of the Fortune 500, across North America, Europe, and Asia. As a...

  • Client Relationship Specialist

    2 weeks ago

    Dallas, Texas, United States Third Bridge Full time

    Job OverviewCompany Overview:Third Bridge stands as a premier investment research organization, delivering comprehensive solutions tailored for the world's leading investors and business executives. Our unique blend of human insights and investor-led content, coupled with a global network of experts, sets us apart in the industry. We cater to over 1,000...

  • Client Relationship Specialist

    1 week ago

    Dallas, Texas, United States Third Bridge Full time

    Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions tailored for the world's leading investors and business executives. Our unique offering combines insightful human analysis with exclusive investor-driven content, supported by a vast global network of experts. We cater to over 1,000...

  • Client Relationships Manager

    1 month ago

    Dallas, Texas, United States Simplify Compliance Full time

    Job Summary:The Client Relationships Manager will forge robust client partnerships and foster strategic business growth. This role will provide a proactive approach to account management; anticipating client needs and positioning the company as a valuable partner. The Client Relationships Manager will be responsible for maintaining existing client...

  • Client Relationship Manager

    4 days ago

    Dallas, Texas, United States Frost Bank Full time

    About the RoleFrost Bank is seeking a highly skilled and experienced Client Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and...

  • Client Relationship Manager

    6 days ago

    Dallas, Texas, United States CrossFirst Bank Full time

    Job SummaryThe Client Relationship Manager provides exceptional service to CrossFirst Bank's commercial banking clients. This role develops new business relationships by identifying and engaging with existing or prospective businesses, while representing the Bank through active participation in local community events and by promoting the Bank's products and...

  • Client Relationship Specialist

    2 weeks ago

    Dallas, Texas, United States Hilltop Holdings Full time

    Job Overview At Hilltop Holdings, we value our employees and offer a comprehensive benefits package that includes 11 Paid Holidays, over 15 days of Paid Time Off, 401k Matching, Health Benefits, and more. The Client Relationship Specialist plays a vital role in serving both individual clients and small business owners within our community. This position...

  • Associate Relationship Manager

    2 days ago

    Dallas, Texas, United States Fifth Third Bank, N.A. Full time

    About the RoleFifth Third Bank, N.A. is seeking a highly motivated and detail-oriented Associate Relationship Manager to join our team. As an Associate Relationship Manager, you will play a critical role in partnering with Relationship Managers to drive sales and servicing efforts, while also performing analytical tasks as needed.Key ResponsibilitiesPartner...