Assistant Relationship Manager

Job overview

The Assistant Relationship Manager role is onsite in Charlotte, NC; compensation is not specified. The position supports ServisFirst Bank officers with credit analysis and loan-request work. The role helps assess new and existing credit requests, prepare underwriting materials, and track loan maturities so officers can evaluate terms and repayment ability. It also supports loan documentation, closing processes, and compliance with applicable regulations and bank policies.

What you'll do

• Analyze credit for new and existing clients and prospects
• prepare spreads, term sheets, underwriting, loan profiles, and approval memos
• request financial information
• track maturities and renewals
• support documentation and closing
• attend sales appointments with officers as requested
• assist with collateral exceptions, reporting, and systems
• follow applicable compliance regulations and policies.

What we're looking for

Skills & competencies

assistant relationship manager

charlotte nc

servisfirst bank

credit analysis

loan underwriting

financial analysis

loan requests

credit memos

loan maturities

compliance

microsoft excel

banking

Work arrangement

• Weekend coverage required

Why this role

RMA and/or Moody training is a plus; the role requires a bachelor's degree in Finance, Accounting, or a related field and two years of related experience.

About the employer

ServisFirst Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.