Associate Relationship Manager I

About the Role

The Associate Relationship Manager I role at Frost is about crafting and fostering long-term relationships. Through interactive training, mentoring, and hands-on administration of customer portfolios, you will develop valuable analytical skills, sales experience, and an understanding of Frost’s relationship management process and culture.

Key Responsibilities

• Attend Financial Services University (FSU), a comprehensive hands-on formal credit training program.
• Develop loan packages and make recommendations by analyzing size and structure, and conducting approval assessments.
• Become familiar with clients and their businesses to understand and act on their needs.
• Achieve monthly call and product sales goals.
• 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 by caring for clients and demonstrating excellence.
• Process referrals from 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, 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.

Requirements & Tech Stack

• 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.

Additional Preferred Skills

• GPA of 3.0 or better in your major.
• Undergraduate or graduate coursework emphasizing financial statement analysis.
• 9+ hours of Accounting, including Intermediate Accounting I, or equivalent graduate level Accounting.