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Finance | Financial Relationship Manager

Financial Relationship Manager

What Does a Professional in this Career Do?

A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.

Job Outlook

There were 60 Financial Relationship Manager job postings in North Carolina in the past year and 2880 in the United States.

In combination with other careers in the Financial Services Sales Agent industry, which includes the Financial Relationship Manager career, the following graph shows the number of people employed for each year since 2015:

Salary

Many new Financial Relationship Manager jobs have salaries estimated to be in the following ranges, based on the requirements and responsibilities listed in job postings from the past year.

National

The average estimated salary in the United States for this career, based on job postings in the past year, is $117,125.

State

The average estimated salary in North Carolina for this career, based on job postings in the past year, is $130,121.

Percentiles represent the percentage that is lower than the value. For example, 25% of estimated salaries for Financial Relationship Manager postings in the United States in the past year were lower than $97,500.

Education and Experience

Posted Financial Relationship Manager jobs typically require the following level of education. The numbers below are based on job postings in the United States from the past year. Not all job postings list education requirements.

Education LevelPercentage
Associate's Degree0.52%
Bachelor's Degree89.44%
Master's Degree4.34%
Doctoral Degree0.38%
Other3.61%

Posted Financial Relationship Manager jobs typically require the following number of years of experience. The numbers below are based on job postings in the United States from the past year. Not all job postings list experience requirements.

Years of ExperiencePercentage
0 to 2 years15.07%
3 to 5 years52.92%
6 to 8 years20.22%
9+ years11.79%

Skills

Below are listings of the most common general and specialized skills Financial Relationship Manager positions expect applicants to have as well as the most common skills that distinguish individuals from their peers. The percentage of job postings that specifically mention each skill is also listed.

Baseline Skills

A skill that is required across a broad range of occupations, including this one.

  • Sales (50.83%)
  • Relationship Management (49.1%)
  • Influencing Skills (47.67%)
  • Communication (43.85%)
  • Customer Service (37.47%)
  • Management (28.58%)
  • Negotiation (25.87%)
  • Decision Making (21.81%)
  • Business Acumen (20.97%)
  • Leadership (20.28%)

Defining Skills

A core skill for this occupation, it occurs frequently in job postings.

  • Finance (24.94%)
  • Business Development (21.43%)
  • Underwriting (31.11%)
  • Commercial Banking (91.65%)
  • Sales Prospecting (62.61%)
  • Financial Services (11.36%)
  • Accounting (11.43%)

Necessary Skills

A skill that is requested frequently in this occupation but isn’t specific to it.

  • Capital Markets (3.37%)
  • Loans (34.62%)
  • Wealth Management (11.08%)
  • Credit Analysis (8.63%)
  • Due Diligence (3.96%)
  • Financial Statements (5.96%)
  • Credit Risk (19.92%)
  • Financial Analysis (25.68%)
  • Customer Relationship Management (20.34%)
  • Banking (23.99%)
  • Marketing (14.63%)
  • Auditing (5.4%)
  • Financial Market (1.72%)
  • Risk Management (29.25%)
  • Corporate Finance (25.36%)
  • Economics (16.98%)
  • Cross-Selling (20.52%)
  • New Business Development (6.77%)
  • Portfolio Management (14.7%)
  • Treasury Management (7.93%)
  • Account Management (3.16%)
  • Investments (5.93%)
  • Know Your Customer (0.7%)
  • Business To Business (5.82%)
  • Automotive Finance (1.12%)
  • Anti Money Laundering (1.05%)
  • Commercial Lending (12.42%)
  • Financial Advising (20.48%)
  • Financial Institution (0.91%)

Salary Boosting Skills

A professional who wishes to excel in this career path may consider developing the following highly valued skills. The percentage of job postings that specifically mention each skill is listed.

  • Sales Prospecting (81.73%)
  • Accounting (14.93%)
  • Business Development (27.98%)

Alternative Job Titles

Sometimes employers post jobs with Financial Relationship Manager skills but a different job title. Some common alternative job titles include:

  • Business Banking Relationship Manager
  • Corporate Banking Relationship Manager
  • Relationship Manager
  • Assistant Vice President/Business Banking Relationship Manager
  • Business Banking Portfolio Manager
  • Business Banking Sales Manager
  • Business Banking Manager
  • Corporate Banking Portfolio Manager
  • Vice President of Business Banking

Common Employers

Here are the employers that have posted the most Financial Relationship Manager jobs in the past year along with how many they have posted.

United States

  • JPMorgan Chase (704)
  • PNC (425)
  • US Bank (313)
  • M&T Bank (167)
  • Citizens Bank (97)
  • Wells Fargo (59)
  • Wintrust Financial Corporation (58)
  • Bank of America (51)
  • BMO Harris Bank (50)
  • Commerce Bank (45)

North Carolina

  • PNC (12)
  • US Bank (10)
  • Wells Fargo (7)
  • JPMorgan Chase (6)
  • Truist Financial (4)
  • United Bank (3)
  • Bank of America (3)
  • Comerica (2)
  • First Citizens Bank (2)
  • Fifth Third Bank (2)

NC State Programs Relevant to this Career

If you are interested in preparing for a career in this field, the following NC State Online and Distance Education programs offer a great place to start!