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Become A Relationship Manager

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Working As A Relationship Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $90,651

    Average Salary

What Does A Relationship Manager Do

A Relationship Manager is responsible for building and maintaining trusting relationships with customers. They understand customer needs, develop plans to address them, and resolve customer complaints quickly and effectively.

How To Become A Relationship Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.


A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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2,486 Relationship Manager jobs More

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Real Relationship Manager Salaries

Job Title Company Location Start Date Salary
Director, Relationship Manager Westpac Banking Corporation New York, NY May 13, 2013 $250,000
Director, Relationship Manager SG Americas Securities, LLC New York, NY Oct 01, 2014 $240,000
Relationship Manager (Trade and Commodity Finance) SG Americas Securities, LLC New York, NY May 07, 2016 $227,178
Relationship Manager for Multinational U.S. Corpor Unicredit Bank AG New York, NY Jun 23, 2014 $218,774 -
Consultant Relationship Manager HSBC Global Asset Management New York, NY Jun 19, 2015 $195,000
Consultant Relationship Manager HSBC Global Asset Management (USA) Inc. New York, NY Nov 19, 2015 $195,000
Director, Relationship Manager BNP Paribas Houston, TX Feb 17, 2015 $185,000
Relationship Manager HSBC Bank USA, N.A. Miami, FL Jan 10, 2014 $170,000
Relationship Manager-Structured Commodity Financ MacQuarie Holdings (USA) Inc. New York, NY Sep 03, 2013 $160,000
Technology Relationship Manager (Software Application Manager) Wells Fargo Bank, N.A. Charlotte, NC Nov 23, 2016 $158,038
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Top Skills for A Relationship Manager


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Top Relationship Manager Skills

  1. Financial Services
  2. Financial Products
  3. Loan Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Secured new business for GM financial services with 30% of dealers within territory.
  • Negotiated deals with large companies regarding employee discounts, account rates, credit cards and other financial products.
  • Managed a loan portfolio with credit exposure of $15MM with loan outstanding of $12MM.
  • Trained top annuity producers and won quality award for customer service achieving the highest average shop score in the Youngstown affiliate.
  • Served as Oversight Manager for federal sales and various support contracts, applying legal knowledge to ensure compliance with contract requirements.

Top Relationship Manager Employers

What Kind Of Companies Hire a Relationship Manager

  1. Bank of America
  2. U.S. Bank
  3. Heartland Payment Systems
  4. KeyBank
  5. Ocwen Loan Servicing
  6. J.P. Morgan
  7. Wells Fargo
  8. Capital One
  9. Citibank
  10. Key Bank
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Relationship Manager Videos

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