Associate Relationship Manager III

Posted Yesterday
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Post Oak, TX, USA
In-Office
Mid level
Fintech
The Role
Manage and mentor Associate Relationship Managers by developing and reviewing Relationship Development Packages, preparing loan packages and credit recommendations, ensuring training alignment, and supporting sales calls to build long-term commercial banking relationships.
Summary Generated by Built In
Job Description

It’s about crafting relationships that last generations.

Are you a natural problem-solver who’s committed to providing next-level customer experiences? Are you passionate about building long-lasting relationships, both internally and externally? Do you have a background in business, accounting, or finance? If so, the Associate Relationship Manager III could be the role for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As an Associate Relationship Manager III, it’s about creating and fostering long-term relationships. Through interactive training, mentors from successful commercial lenders, and hands-on administration of customer portfolios, you will achieve valuable analytical skills, sales experience, and an understanding of Frost’s relationship management process and culture. You have a passion for people and look forward to mentoring and being a resource  to others within the ARM program. Our associate relationship managers are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. 

What you’ll do:

  • Ensure consistency with Frost standards and FSU curriculum regarding the preparation of RDPs and their content, quality, form, and ease of understanding to the reader

  • Assign and monitor Relationship Development Package (RDP) workflow for timely completion, assisting where needed

  • Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments

  • Advocate, monitor, and ensure each ARM’s involvement on sales calls; receives feedback and reviews call notes

  • Collaborate with other ARM III’s and the Commercial Trainer to ensure alignment with training objectives, provide feedback, and share best practices or learnings

  • Develop and advance each ARM’s fundamental credit competencies

  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

  • Bachelor’s degree in Business, preferably in Accounting or Finance

  • 3+ years of experience in commercial banking, including completion of Frost’s Financial Services University training

  • Excellent communication, organizational, and time management skills

  • Demonstrated ability to teach towards comprehension and development of the individual

  • Record of high quality Relationship Development Package (RDP) work

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term disability, and life insurance

  • 401(k) matching

  • Generous holiday and paid time off schedule

  • Tuition reimbursement

  • Extensive health and wellness programs, including our Employee Assistance Program

  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Skills Required

  • Bachelor's degree in Business (preferably Accounting or Finance)
  • 3+ years of experience in commercial banking
  • Completion of Frost's Financial Services University training
  • Excellent communication, organizational, and time management skills
  • Demonstrated ability to teach and develop others
  • Proven record of high-quality Relationship Development Package (RDP) work
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The Company
San Antonio, TX
3,107 Employees

What We Do

At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.

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