Job Description
Job Description
The Relationship Management Support Officer (RMSO) provides operational, administrative, and client-service support to Relationship Managers (RMs) to ensure high-quality service delivery, regulatory compliance, and efficient portfolio management. This role acts as a key liaison between clients, Relationship Managers, and internal departments to support onboarding, account maintenance, credit documentation, and ongoing relationship servicing.
Key Responsibilities
Client & Relationship Support:
- Serve as a primary support contact for Relationship Managers and assigned client portfolios
- Assist with client onboarding, account opening, and maintenance requests
- Respond to client inquiries in a timely, professional, and service-oriented manner
- Coordinate client documentation requests and follow up to ensure completeness
Operational & Administrative Support:
- Prepare and maintain client files, ensuring accuracy and completeness
- Assist with loan documentation, renewals, covenant tracking, and credit file maintenance
- Support deposit, treasury, and cash management product setup and servicing
- Monitor and track relationship tasks, deadlines, and deliverables
Compliance & Risk Management
- Ensure adherence to all applicable banking regulations, policies, and procedures (e.g., KYC, BSA/AML, OFAC, UDAAP)
- Support periodic reviews, audits, and regulatory exams as needed
- Identify and escalate potential risk or compliance issues to Relationship Managers or management
Cross-Functional Coordination
- Collaborate with Credit Administration, Operations, Treasury Management, Compliance, and Deposit Operations
- Facilitate internal communication to resolve client issues efficiently
- Support Relationship Managers in preparing materials for credit committees, client reviews, and portfolio analysis
Reporting & Portfolio Management
- Assist with portfolio reporting, pipeline tracking, and data integrity
- Maintain CRM systems and ensure accurate client and relationship data
- Support portfolio monitoring for exceptions, documentation gaps, and servicing needs
Requirements:
Education & Experience
- Bachelor’s degree in Business, Finance, Accounting, or related field (preferred)
- 2–5 years of experience in banking, relationship support, loan operations, or financial services
- Experience supporting commercial, business, or private banking relationships preferred
Skills & Competencies
- Strong organizational and time-management skills
- High attention to detail and accuracy
- Working knowledge of banking regulations and compliance requirements
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office and banking systems (core, CRM, loan platforms)
Equal Employment Opportunity and Affirmative Action
IFB is an equal opportunity employer. It is the policy of IFB to provide Equal Employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital status, protected veteran status, or any other status protected under applicable federal state or local laws.
IFB complies fully with all applicable federal equal employment opportunity and affirmative action laws and regulations including those enforced by the equal employment opportunity commission(EEOC) and other federal and state agencies. The Bank takes affirmative action to ensure equal opportunity in all employment practices for minorities, women, protected veterans, and individuals with disabilities.
Work Authorization and Sponsorship
Applicants must be currently authorized to work in the United States on a full time basis IFB does not provide visa sponsorship or take over sponsorship for employment based visas at this time, including but not limited to H-1B, H-2B, E-3, TN and, F-1 (OPT/STEM), or J-1 visas. Candidates requiring such sponsorship now or in the future will not be considered for employment.
Drug-Free Workplace Statement
To promote the safety and well-being of our employees and customers, IFB maintains a drug-free workplace. All candidates selected for hire are required to successfully complete a pre-employment background check and drug screening in accordance with company policy and applicable law.