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Commercial Real Estate Associate Relationship Mgr

Citizens Wealth Management
San Francisco, CA Full Time
POSTED ON 5/3/2026
AVAILABLE BEFORE 5/31/2026
Description

The primary responsibilities of the Commercial Real Estate (CRE) Associate Relationship Manager includes shadowing and supporting senior Relationship Managers in client meetings and pitches; proactively developing and producing client pitches; providing secondary client account coverage; building relationships with cross-sell partners and key external centers of influence; networking and building relationships within the region; learning regional market and industry knowledge to deliver innovative and consistent messaging to clients and prospects; developing and delivering new and innovative solutions to drive both internal change and external ideas to clients and prospects; and collaborating with the Market Executives and CRE COO to create and execute a formal development plan.

This is a structured developmental role for junior talent to learn from established senior CRE Relationship Managers.

Primary Responsibilities

  • Develop and produce best-in-class pitches to ensure both industry-specific insights as well as cross functional/cross-product solutions are brought to market.
  • Learn, market, and deliver a wide range of products and services to Commercial Real Estate clients in support of the overall team / regional goals.
  • Shadow and support Senior Relationship Managers on client accounts in order to generate ideas that lead to transactions. Manage client relationships as/when assigned.
  • Interact directly with clients and prospects in support of the overall bank relationship.
  • Build relationships internally and externally and develop industry and regional market knowledge
  • Collaborate with the Market Executives and CRE COO to create and execute a formal 18-36 month plan to develop the skills to become a Relationship Manager 1 within CRE.

Requirements

  • Minimum two years of relevant CRE experience in a financial services industry firm.
  • The completion of formal commercial banking credit training program is preferred.
  • Must exhibit a foundational level of economic and accounting principles and practices, financial markets, banking and the analysis and reporting of financial data and be proficient in financial modeling and valuation methodologies.
  • Displays very effectual verbal and written communication skills.
  • Possess sufficient reasoning ability to perform job independently within the scope of existing policies and procedures.
  • Exhibits ability to use technology to create, edit and retrieve documents and presentations.

Education

  • Bachelor’s degree is required

Hours and Work Schedule

Hours per Week: 40

Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $110,000 to $125,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Salary : $110,000 - $125,000

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