Entry Level Preferred Relationship Manager Jobs
New grad preferred relationship manager jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or client-facing coursework can matter more than a long resume. Most openings are on-site roles across Banking & Financial Services, with employers like Bank of America and Truist hiring at this level now.
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
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Top Industries Hiring
- Banking & Financial Services
Entry Level Preferred Relationship Manager Jobs: Frequently Asked Questions
How do I get an entry level preferred relationship manager job?
Start by highlighting any client-facing experience, even from internships, campus roles, or service jobs, since employers at this level value interpersonal skills and a service mindset over years on a resume. Familiarity with CRM software and basic financial products gives candidates a real edge. Tailoring your resume to show communication skills, attention to detail, and a client-first attitude helps you stand out for these junior openings.
Which companies hire entry level preferred relationship managers?
Companies hiring entry level preferred relationship managers right now include Bank of America and Truist, based on current listings on Migrate Mate as of November 2026. Financial institutions, regional banks, wealth management firms, and insurance companies tend to recruit actively at this level as they build out client service teams.
Are these new grad preferred relationship manager jobs?
Yes, many of these postings are new grad and junior roles that explicitly welcome recent graduates with zero to two years of experience. A new grad friendly posting typically accepts internship experience or a strong academic background in finance, business, or communications in place of full-time history, making them accessible for candidates just entering the field.
Which industries hire the most entry level preferred relationship managers?
Entry Level preferred relationship manager roles concentrate in Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because building and maintaining client relationships is core to their revenue model, creating consistent demand for junior candidates who can grow into the role.