Institutional Relationship Manager, Government Savings
Relationship manager job in Davenport, IA
The Institutional Relationship Manager (Field Rep) could be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan.
This specific outreach role is assigned to the ISave (Direct) 529 Plan in Iowa.
Job duties may include conducting 529 college savings seminars and outreach to employers, community groups and other local organizations on behalf of their respective 529 plans. And or be responsible for engaging with employers to educate them on their respective SFRP plan and assisting them with the registration and facilitation of the program.
Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by working with and developing relations with key financial intermediaries throughout the assigned territory. Financial intermediaries include but are not limited to, Broker/Dealers, National & Regional Banks, Independent Advisors and Registered Investment Advisors.
Responsibilities also include assisting the end-user clients to understand the importance of saving and the benefits of the respective program.
Each role would require day-to-management of the assigned territory and driving marketing campaigns for those plans.
Section 2: Job Functions, Essential Duties and Responsibilities
STRATEGY AND OUTREACH
Develop and delivery of an effective outreach strategy to support plan and territory.
Conduct educational workshops and deliver a balance of in-person and virtual presentations.
Partner with key stakeholder groups to provide information / training and garner support.
Identify and develop success stories for use in program promotion and outreach.
Raise awareness via tabling at various expos, conferences, fairs, and networking events.
Adhere to internal standards of outreach policy, procedures, objectives, and budget.
Provide strategic planning for growth and track relevant statistical data to demonstrate impact.
Ensure compliance and product expertise in all interactions.
INTERNAL PARTNERS
Work with Relationship Manager to understand any client, State or Board considerations.
Coordinate with Marketing on any promotional or PR related initiatives.
Coordinate with Legal and Compliance to ensure adherence to all guidelines.
Serve as the local point of contact and trusted member of Relationship Management team.
Work with the team Director to understand and implement best practices.
Work closely with other team members and actively participate in team meetings.
Demonstrate ownership of plan goals, growth, engagement, and sales performance.
Work closely with the team to create and implement a successful sales strategy.
Sales strategy will revolve around overall plan growth, which includes overall contributions or sales, overall account generation, and key inflow indicators such as payroll.
Present to and meet with employers to explain and promote the benefits of payroll direct deposit, positioning and supporting our plans as a workplace voluntary benefit.
Solidify relationships, generate new business, create opportunities to elevate the Plan to the financial intermediary channel.
Manage administrative responsibilities according to company policies involving travel and expenses, CRM updates, calendars and schedules, conference call participation, email retention, organization, and continuing education.
EXTERNAL PARTNERS
Represent Ascensus and Plan in the community to the highest standard.
Help build and maintain a strong relationship between Ascensus and our clients.
Source and develop leads with employers, community groups and local organizations.
Develop relationships with proponents of financial literacy in the community.
Develop relationships with key elected officials and state government agencies.
Serve as the key point of contact to our clients, including but not limited to, State, Board, Broker Dealers, or other financial intermediaries.
Assist our clients in raising awareness and enhancing the education and usage of our Government Savings programs.
Partner with clients to ensure goals and outreach efforts are clear and well calibrated, with a detailed understanding of any unique needs.
Demonstrate an effective impact of all outreach efforts via annual recap or as required.
Resolve problems and address in a productive way to improve future functionality.
Highlight success stories to demonstrate successful program promotion and outreach.
Provide data to key clients on, but not limited to, growth, sales trends, industry trends, key firm performance indicators, etc.
Work closely with the Director and Relationship Manager to understand the Board goals for the plan and help them execute initiatives to drive awareness and enrollment.
Along with the Director and Relationship Manager, represent Ascensus to the Board and other state entities in a highly professional and respectful manner.
Coordinate implementation and service support services as necessary.
INDUSTRY EXPERTISE
Develop a strong working knowledge of plan rules, guidelines, and unique nuances.
Serve as an external and internal expert and source of product knowledge.
Stay abreast of any changes to applicable laws and rules that affect product line.
Attend and represent product lines within Ascensus, client sessions and or at industry conferences.
PROJECT WORK
Lead or assist in project work to support an efficient sales and service experience.
Track and report on activities, sales and key relationships that demonstrate positive sales impact.
Be mindful and creative in leveraging available technology to reach client and plan goals.
Identify activities to engage in to maintain an active calendar within annual budget limits.
Work with Marketing to develop outreach communication/marketing materials that are effective and compliant in driving enrollment, participation and as applicable, for use by advisors, key firms, and partners to promote and facilitate program adoption and usage.
CORE VALUES
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
The position will be home-based; however, occasional night, weekend and overnight travel throughout the assigned regions will be required to effectively manage and serve clients.
Bachelor's degree is required.
Current Series 6 or 7 and 63 FINRA licenses is highly preferred.
Or ability to obtain within 90 days.
3-5 years financial services experience in sales, marketing, or client service.
Excellent organization, communication, and presentation skills
Experience or knowledge of specific product line is highly preferred:
Direct or advisor sold 529 plans.
ABLE programs.
Retail IRA products and Employer Retirement plans.
Successful sales or client management experience.
Strong relationship building skills with a client-facing focus.
Strong time and territory management.
Excellent oral, written, and interpersonal communications skills.
Energetic, self-motivated, positive attitude, goal oriented with a high degree of integrity.
Proficient in all MS Office applications
Ability to work independently from home and while traveling.
Residency in a designated State may be required.
Expectations for moderate travel at 25-50%.
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplySenior Premier Banker - UTICA RIDGE - Davenport, IA
Relationship manager job in Davenport, IA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyBusiness Banking Rel Mgr III
Relationship manager job in Davenport, IA
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is currently seeking to fill the role of Business Banking Relationship Manager. The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
* Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience
* Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution
* Demonstrated and proven ability to work through complex credits and/or other unique situations
* Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships
* Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
* Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Key Accountabilities
Achieve Sales Targets
* Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
* Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
* Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
* Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
* Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
* Partners with support staff to ensure the loan origination process meets bank and client expectations.
* Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio Management
* Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
* Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
* Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
* Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
* Actively seeks to understand factors and trends that may influence role.
* Anticipates risk and develop contingency plans to manage risks.
* Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
* Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
* Effectively and transparently shares information and ideas with others.
* Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
* Unites others towards common goal.
* Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
* Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
* Collaborates and seeks to understands the root causes of problems.
* Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
* Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
* Passionately serves internal/external clients with excellence.
* Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
* Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
* Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
* Bachelor's degree or equivalent work experience.
* Minimum 5 years relevant commercial banking experience.
* Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
* Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
* Very high level of written and verbal communication skills.
* Must have a proven track record of successful sales performance with strong business development skills.
* Very high level of sales, negotiation and financial analysis skills.
Key Measures of Success/Key Deliverables
* Achieve personal goals for new loan/deposit production and average portfolio target.
* Achieve personal goals for new fee production and average loan delinquency.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplySenior Premier Banker - UTICA RIDGE - Davenport, IA
Relationship manager job in Davenport, IA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Industrial Account Mgr
Relationship manager job in Davenport, IA
The Industrial Account manager will oversee a territory based in Eastern Iowa, consisting of major furniture and office manufacturing customers. Candidate should be a driven individual that has OEM account experience with the ability to manage furniture and office accounts while also driving revenue growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Develop and maintain a comprehensive profile of each account. This database should include all major principles, department managers, various influencers and decision makers in the product placement and sales process. This overview should take on a template form and include as much relevant data as necessary to capture views of the customers market/channel segment, market approach, financial position and relevant logistics necessary to support the account.
Sales goals for each account, including sales revenue and gross profit expectations.
Continual assessment of current product sales with focus on item forecasting, sales revenue, and gross profit expectations.
Manage an updated list and detailed plan for key products in need of development and investments required to obtain a satisfactory ROI.
Provide effective leadership at the account level with regard to company image, internal policies and ethical business practices. Conduct oneself with the highest level of integrity and personal ethics and is accountable for outcomes of their work.
Maintain schedule of frequent customer visits which include opportunities for new product introduction, updating of customer forecasts, review of current and future product purchases and gathering of significant market information and trends. Promote “partnering” relationship to meet both Häfele America and customer expectations with regard to product positioning and market penetration.
Account Manager - State Farm Agent Team Member
Relationship manager job in Kewanee, IL
Job DescriptionBenefits:
Simple IRA
Licensing paid by agency
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive had the privilege of being a State Farm agent for 24 years and with State Farm for over 31 years. Our close-knit team includes 3 full-time and 3 part-time employees who work together like family. We love to keep our breakroom cozy and welcoming, stocked with a variety of snacks, sodas, coffee, and a water dispenser that everyone enjoys. To keep the spirit lively, we take turns bringing in treats each weeksmall ways we like to show we care.
Im deeply connected to our community, serving as a trustee for Wethersfield Township and the Visitation Catholic School Foundation, and volunteering as a lector at my church. This community focus extends into our office culture as well.
When we hire, we look first and foremost for people who are genuinely kind and good-heartedqualities that cant be taught but are the foundation of everything we do. Our office culture is all about working together as one family, supporting each other while delivering exceptional care to our customers. Were more than coworkerswere friends who celebrate each others successes, both inside and outside of work. Its that shared sense of purpose and genuine care that makes every day rewarding.
We also value balance and time to recharge, which is why we observe all Federal Holidays, just like banks and federal/state employees. This means you get plenty of paid days off in addition to your regular PTO, helping you maintain a healthy work-life balance.
If youre looking to be part of a warm, supportive team where your kindness and dedication truly matter, wed love to hear from you!
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Mike Nichols - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager (Sales)
Relationship manager job in Davenport, IA
Midwest Alarm Services was founded in 1950 in Des Moines, Iowa. Per Mar Security Services acquired Midwest Alarm Services in 1998. Today, Midwest Alarm Services has 15 locations throughout the Midwest and is one of the largest Notifier Distributors in North America. We are a leading life safety company dedicated to providing top-notch fire alarm and life safety solutions across multiple locations. With a strong commitment to protecting lives and property, we pride ourselves on delivering exceptional customer service and maintaining the highest standards in safety and compliance.
Our experts primarily work with contractors, building owners, property managers and facilities directors to design and implement reliable life safety solutions.
Job Skills / Requirements
The primary purpose of the Account Manager is to sell service and monitoring contracts to clients who have Midwest Alarm systems and/or competitors systems in place in order to generate recurring revenue and meet pre-established sales goals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Why Midwest?
Competitive Wages based on skill level, experience, and certifications
Training and field support are provided to assist you with achieving your goals
Enhanced benefits
Impactful work
What you'll be doing:
Developing and managing a list of potential service and monitoring contract customers via systems installation follow-up, networking, prospecting, cold calling, customer referrals, leads, community involvement and all other means of developing business.
Meet the quarterly and annual sales goals for contract sales.
Set up appointments with prospective clients to learn their needs/concerns and to develop a contract to meet those needs.
Maintain a customer contact list and strategically organize appointments and proposals
Build a network via memberships to civic organizations (i.e. Lion's Club, Rotary Club) and become active in local Chamber of Commerce and Builders organizations attending events and monthly meetings.
Travel, as needed.
Adhere to the highest standards of ethical business conduct and compliance by acting lawfully, ethically, honestly and professionally in the performance of their jobs at all times as well as be in compliance with company policy and procedures as it relates to their job function.
As this position develops, the employee may be assigned additional duties or special projects as deemed necessary by management.
What you'll need:
Bachelor's Degree preferred
Previous experience in Fire Inspections preferred
Demonstrated sales experience including calling on facility managers, building owners, and property managers
Demonstrated sales equal to or more than $75,000 in previous roles
Must be able to obtain specified license/certification as required
Valid driver's license and submit to pre-employment background check
Must have knowledge of and the ability to understand fire alarm systems
Must have strong computer skills with demonstrated experience in Microsoft Office Suite including Word, Outlook and Excel
Must be able to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Must apply concepts of basic algebra and geometry. Must be able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Must possess the values important to Midwest Alarm Services - Integrity, Communication, Excellent Service, and Accountability
#MIDW
Education Requirements (All)
Bachelor's Degree preferred
Additional Information / Benefits
Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Short Term Disability, 401K/403b Plan, Educational Assistance, Special Incentive Plans
This job reports to the Director of Sales
This is a Full-Time position 1st Shift.
Number of Openings for this position: 1
Account Manager- Physician Liaison
Relationship manager job in Davenport, IA
Doctor Referral Institute serves specialty practices in the medical and dental field around the country, providing face-to-face representation with an experienced team and system to referral sources. Doctor referrals are the #1 marketing strategy for specialty practices, pharmacies and hospitals to attract new high-quality patients. DRI offers customized referral systems tailored for single practitioners to large group practices.
Introduction: We are seeking a motivated and dynamic Physician Liaison to join our growing team at Doctor Referral Institute. The ideal candidate will be responsible for building and maintaining relationships with physicians, medical practices, and healthcare organizations to drive patient referrals and promote our clients services. This is an excellent opportunity for individuals who are passionate about healthcare, relationship-building, and business development.
Key Responsibilities:
Develop and maintain strong relationships with primary care physicians, specialists, and other healthcare providers.
Serve as the primary point of contact for physicians and medical practices to facilitate communication and provide information about our services.
Increase patient referrals by educating physicians about our services, specialties, and value proposition.
Identify opportunities for new business development and coordinate with internal teams to ensure the smooth referral process.
Monitor physician feedback and relay relevant insights to leadership to improve service offerings.
Qualifications:
Proven experience in medical sales, pharma sales, physician liaison, sales, or healthcare business development (2-3 years preferred).
Strong communication and interpersonal skills with the ability to build relationships at all levels.
Excellent organizational skills with the ability to manage multiple tasks simultaneously.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite and CRM tools.
Knowledge of healthcare industry and calling on offices.
What We Offer:
Competitive pay
Professional development and training opportunities.
A collaborative and supportive work environment.
Opportunities for career advancement.
Account Manager - State Farm Agent Team Member
Relationship manager job in Davenport, IA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As Account Manager for Hootman Insurance Agency Inc, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Be coachable and learn about product conversations from the sales manager and the agent.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Willingness to engage in sales conversations.
History of self-improvement and coachability
Women's Health Account Manager
Relationship manager job in Davenport, IA
Job DescriptionSalary:
Women's Health Account Manager
Iowa City Territory
Be part of the Top Talent Team at Exeltis! Expanding their contraception portfolio again! Three products in 5-YEARS! Exeltis is excited to announce that they have completed the acquisition of Agile Therapeutics, bringing Twirla to their US WHC portfolio. Twirla is the only combined contraceptive patch available in the US, delivering a low dose of estrogen. This transaction is perfectly aligned with their driving priorities to become the leading company in Womens Health Care.
This is a full-time opportunity for an experienced pharmaceutical sales professional with a strong desire to succeed and who is driven by performance. The Women's Health Account Managerwill have the opportunity to contribute groundbreaking advances in womens health as part of Exeltis culture, mission, and values, to provide exceptional customer service to the Women's Healthcare community. Apply at, *******************************
Why Exeltis?
Expect Extraordinary when you join Exeltis! Our team insists on and delivers on Extraordinary in everything we do. At Exeltis, everyone is made to feel welcome and everyones ideas count, because we believe in caring for and supporting our people. When you join the Exeltis family, youll find yourself collaborating with extraordinary colleagues from all walks of life, and youll be supported with opportunities for growth and learning at every stage of your career. This addition of Twirla to our Exeltis portfolio will be a great way for our teams to continue to grow, but also provide another innovative product to engage with our providers.
Exeltis offers a competitive benefits package including Medical, Dental and Vision Insurance, Disability and Life Insurance, Company Car, Gas Card, Generous PTO, Emerging Leader Development Program, as well as a robust Wellness Program and 401K plan.
Responsibilities
The Women's Health Account Manager will act as the primary customer contact within the territory by creating demand and executing sales & marketing strategies in the promotion of the Womens Healthcare product line. The primary call points will be OB/GYNs, high decile PCPs and there could be Planned Parenthood Clinics.
Responsibilities will include, but are not limited to, the following:
Educate existing and new physicians and physicians staff on the value of the Companys portfolio of Womens Health products for patient care by providing exceptional product, competitive product, and marketplace information that ultimately helps providers to identify the best possible product choice.
Utilizes knowledge, critical thinking, dialogue skills and appropriate techniques to gain consistent access and build strong relationships with HCP customers and office staff, delivering meaningful customer experiences that result in satisfaction and loyalty.
Analyzes sales data to determine potential and then executes an action plan in the territory to ensure appropriate calls, reach, frequency, lunch and learns, etc. to meet and exceed sales expectations.
Anticipates, identifies, and appropriately addresses healthcare professionals (HCP) objections, questions, and concerns, utilizing all appropriate resources and information.
Identifies and investigates customer concerns and communicates with appropriate HCP staff or Exeltis personnel to solve problems in a timely manner.
Communicates and collaborates with sales management, regional teammates, and Commercial Team members as business needs dictate. Takes on leadership opportunities as appropriate.
Attends conferences, training, exhibits, meetings, and product launches as required.
Remains compliant with all regulations while carrying out responsibilities, adhering to all company policies.
Must haves
Bachelors degree required, emphasis in the life sciences preferred
2+ years pharmaceutical sales experience with documented sales success ranking in the top 25%
Current relationships with OB/GYNs a plus
Strong knowledge of budgeting and action planning as well as implementing all elements of sales execution, including routing, call activity, and customer relationship management.
Strong business acumen with proven territory management
Excellent written and verbal communication skills
Demonstrated ability to work independent as well as be a strong team player
Ability for up to 10% overnight travel to manage territory and / or attend meetings
Must possess a valid driver's license and maintenance of a satisfactory driving record
Exeltis Overview
Exeltis is an independent, family-owned womens healthcare company passionately committed to serving patients, making a contribution to society and caring for the wellbeing of our employees. As a company, we offer an innovative portfolio, delivering unique solutions to real problems in womens health. Our vision is of a world where women are empowered to lead their healthiest lives. By supporting womens health at every stage of life, from fertility, healthy pregnancies, and contraception to menopause. To learn more about Exeltis and our products visit, ***********************
If you have a proven record of success and the desire to have a positive impact in the healthcare field, we want to hear from you. Apply at, *******************************
Exeltis is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however; only qualified candidates will be considered.
Account Manager - State Farm Agent Team Member
Relationship manager job in Moline, IL
Job DescriptionBenefits:
Office work environment
Weekdays Only
License reimbursement
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Bonus based on performance
Flexible schedule
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Carissa Sweeney - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Moline, IL
Job DescriptionBenefits:
Salary PLUS Commission
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Chad Cruse - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Bettendorf, IA
Job DescriptionBenefits:
SIMPLE IRA
Bonus based on performance
Opportunity for advancement
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Gregg Hancock - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Simple IRA
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Proactive in problem solving
Dedicated to customer service
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Experience in marketing
Ability to effectively relate to a customer
Property and Casualty license (must have currently)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager
Relationship manager job in Bettendorf, IA
Bettendorf, IA 52722
Newsweek's list of Top 100 Most Loved Workplaces for 2024
Salary Range: $67,000 per year Schedule: Monday - Friday 7:00am-4:00pm Full Time
Assign routes and communicate assignments to drivers
Ensure all equipment and drivers are in compliance with all DOT, OSHA, & Aim requirements
Communicate network issues, route changes, and delivery window adjustments
Manage all call offs and vacation coverage
Schedule and hold interviews with potential new drivers
Coordinate repair & maintenance issues
Verify driver schedules and route coverage
2-5 years' experience in transportation management
Great communication skills
Customer oriented, open to learning, organized, positive, and a problem solver
Benefits for Employee & Family:
Anthem Blue Cross/Blue Shield Medical Coverage
Dental and Vision
401K Company Match
Paid Vacation and Holidays
Company Paid Life Insurance
Short-Term/Long-Term Disability
Room for growth! Aim promotes from within!
Click to apply or contact a recruiter with questions by calling ************ or via email at [email protected].
Aim Transportation Solutions is a Top 30 Logistics Company! We are family-owned and financially strong. Aim Transportation Solutions has been in business for over 40 years and has grown to 1,000+ employees providing service nationwide. For more information about Aim Transportation Solutions, visit ****************
#otherjob
Account Manager - State Farm Agent Team Member
Relationship manager job in Morrison, IL
Job DescriptionBenefits:
Simple IRA
Licensing paid by agency
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
One of the biggest reasons I became a State Farm agent was the opportunity to take ownership of my workbeing able to shape my schedule, my team, my income, and the way we run our business. What I enjoy most now is seeing that vision come to life through the development of my team and the impact we make helping our customers. A highlight of our journey has been consistently qualifying for Chairmans Circle, a reflection of our shared dedication and drive.
Our culture is best described as rewarding, with a strong balance of support and healthy competition. We invest in clear processes, ongoing training, and a shared understanding of what it takes to win the day. Outside of work, we love gathering on Friday afternoons to unwind together and celebrate our efforts.
Giving back is a core value here we stay active in our community through events, sponsorships, and volunteer opportunities. Were also a very family-oriented team, encouraging flexibility so parents never have to miss important moments with their kids.
We believe in celebrating success in meaningful ways from pay and recognition to time off and growth opportunities within the agency. If youre competitive, hardworking, and goal oriented, youll find a place here where your efforts are valued, your wins are celebrated, and your growth truly matters.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Mike Sprague - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Bilingual Spanish preferred.
Account Manager - State Farm Agent Team Member
Relationship manager job in Clinton, IA
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Since opening of agency in 2022, we've built a reputation for being highly engaged, approachable, and well-connected. We take pride in giving back, sponsoring community events, athletic programs, and youth sports - including partnerships with local high schools, a baseball clinic, LumberKings games, kids fun runs, and various fundraisers. Youll often find us handing out candy at local parades or sharing swag that brings value to our neighbors.
If youre looking for a workplace where you can be part of a team thats active, respected, and deeply rooted in the community, this could be the right fit for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Kara Howe - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Galesburg, IL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Rob Williams - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Davenport, IA
Job DescriptionBenefits:
Paid time off
Training & development
Flexible schedule
Opportunity for advancement
ROLE DESCRIPTION: As an Account Manager for Javier Gonzalez State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
$40,000 Base Salary + Commission
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Retirement Plan
Growth potential/opportunities for advancement within my agency
Account Manager - State Farm Agent Team Member
Relationship manager job in Muscatine, IA
Job DescriptionBenefits:
Salary Plus Commission
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: Sales Professional
As Account Manager - State Farm Agent Team Member for Amanda Buenemann - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Are you passionate about helping others and looking for a career that offers unlimited growth and the chance to make a real difference in your community?
Fast Paced Environment: We are a growing office and work hard to achieve goals!
Make an Impact: Protect families, homes, and dreams by providing essential insurance and financial services. Join a team that values integrity, community, and growth.
RESPONSIBILITIES:
Prospecting and Lead Generation: Develop strategies to attract new clients and grow the book of business
Client Consultation: Meet with clients to assess their insurance needs and provide advice on suitable coverage options
Build and Maintain Relationships: Establish trust and rapport with clients to encourage long-term loyalty and repeat business
Leverage Technology and CRM Tools: Utilize customer relationship management systems and digital tools to track leads, manage communications, and streamline the sales process
QUALIFICATIONS:
Self-Motivated and Goal-Oriented: Driven to achieve individual and team sales goals with a proactive and persistent approach.
Excellent Communication Skills: Ability to clearly explain insurance products, listen actively, and build rapport with diverse clients.
Proven Sales Experience: Demonstrated success in insurance sales or a related field, with a strong track record of meeting or exceeding sales targets.
Strong Negotiation and Closing Skills: Skilled in handling objections and guiding prospects through the sales process to close deals effectively.
Business Banking Rel Mgr III
Relationship manager job in Davenport, IA
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is currently seeking to fill the role of Business Banking Relationship Manager. The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Relationship
Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience
Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution
Demonstrated and proven ability to work through complex credits and/or other unique situations
Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships
Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Key Accountabilities
Achieve Sales Targets
Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
Partners with support staff to ensure the loan origination process meets bank and client expectations.
Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio Management
Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Actively seeks to understand factors and trends that may influence role.
Anticipates risk and develop contingency plans to manage risks.
Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree or equivalent work experience.
Minimum 5 years relevant commercial banking experience.
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills.
Very high level of sales, negotiation and financial analysis skills.
Key Measures of Success/Key Deliverables
Achieve personal goals for new loan/deposit production and average portfolio target.
Achieve personal goals for new fee production and average loan delinquency.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-Apply