Commercial Banking Relationship Manager

Delivering exceptional client service, the full-time Relationship and Operations Manager will act as the primary operational and relationship resource for financial advisors and clients, ensuring seamless account management and enhancing office operations remotely. Key responsibilities Provide proactive communication and white-glove service to advisors and clients, acting as the primary contact for custodians Process new accounts, transfers, and maintenance requests accurately and timely, ensuring compliance with standards Coordinate projects and training sessions, defining expectations and monitoring progress to improve operational efficiency Required qualifications Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred Minimum of five years of experience in the financial services or banking industry required Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook Strong organizational and project management skills with the ability to manage multiple projects effectively