Commercial Relationship Manager
Relationship manager job in Grand Rapids, MI
Application Deadline:
12/11/2025
Address:
37 Ottawa Ave NW
Job Family Group:
Commercial Sales & Service
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Customer Service
Problem Solving
Negotiation
Customer Relationship Building
Expert level of proficiency:
Financial Analysis
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyAssistant Client Manager(P&C)
Relationship manager job in Grand Rapids, MI
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Grand Rapids Michigan-in office 5 days a week (M-F)
WHAT YOU'LL DO:
New Business
* Issue Certificates & Auto ID Cards
* Collect Policies & Perform 1st Review upon Receipt (via Exdion/ImageRight process)
Renewals
* THIS STARTS THE RENEWAL PROCESS ON EVERY CLIENT- Expiration lists should be monitored monthly to start the renewal process.
* 120 days out:
* Put renewing policies in REMARKET status in Sagitta; unless:
* If policy is automatic/direct bill renewal
* If policy is first renewal after BOR - use REWRITE status
* Order loss runs
* Order E-Mod Worksheet from current WC carrier or NCCI - notify CE (or CM if no CE) immediately if an increase from expiring
* Update Prior Year Loss Run Summary
* Certificates & Auto ID Cards
* Collect Policies & send to Exdion via ImageRight for 1st Review upon Receipt
Endorsements
* Request endorsements from underwriter, or online when possible
* When large AP is suspected, work with CM or CE to advise client or gain clarity around the request
* Update exposure workbooks with changes as they are requested
* Suspense & Follow Up on Endorsements, documenting in ImageRight
* Update Sagitta information- i.e. add vehicle, change address, etc.
* Send Auto ID Card and/or certificate (when applicable) immediately
* When received, check, invoice, and send to client with full description (CM help as needed)
* Close suspense & file Sagitta/ImageRight
General Account Management
* Maintain & add to the Open Item List, working with CE/CM to address all items
* Issue Certificates of Insurance on a daily basis per client expectation
* Issue Auto ID Cards as requested
* Maintain eCerts website- set up clients to issue on demand certs (coordinate with CE (or CM if no CE))
* Setup Client Portal on Epic Website by completing the document and sending to ***********************: S:\SW_P&C\P&C Templates\Client Portal Set-Up
* Create Client Claims Handling Tip sheets for all claims reporting guidelines
* File all pertinent information: documents, emails, correspondence in ImageRight
* Coordinate and attend marketing meetings with carriers as necessary
* Process Notices of Cancellation and discuss with CE (or CM if no CE)/Producer urgently when received - updating Sagitta
* Stretch Tasks when rest mastered:
* Start proposal (on renewals)
* Set up certificate template
WHAT YOU'LL BRING:
College Degree or equal to experience (2-4 years of insurance industry experience)
Current/Active Michigan Property & Casualty license
Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have high level of interpersonal skills to handle sensitive and confidential situations.
This position continually requires teamwork, demonstrated poise, tact, and diplomacy.
COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-In office
Auto-ApplyRelationship Manager
Relationship manager job in Kalamazoo, MI
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
About Global Payments
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Global. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle. As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition and demonstrating our Payments Platform, upselling current clients on other Global products and services, and maintaining regular communication with the Core Payments District Manager.
Job Duties
Your role as a Core Payments RM is to close sales of our business solutions with merchants throughout the area. You will work closely with your local District Manager to set appointments with business owners in person via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Global Payments solutions to close sales in small to mid-sized businesses.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
Responsible for prospecting new clients.
Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota.
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
Attend weekly team meetings and weekly one-on-one with your leader.
Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales “hunter”
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Knowledge of Restaurant and/or Retail industry is a plus
Minimum Qualifications
18 years of age or older
This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
In accordance with state law, a background check will be conducted after a conditional offer of employment
Completion of mandatory drug screening on or near 60th day of employment
Live in area relative to job posting location
Ability to be in the field, a minimum of 75% of the time
Preferred Qualifications
High school diploma/GED
At least two years of relevant experience
Competencies
Awareness
Driven
Resilient
Respectful
Committedness
Benefits
Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown
Annual On-Target Earnings (OTE): $100,000+
Base Salary: $40,000+
Residual Income: Keep earning from your hard work
Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the
communities in which we live and work and stamp out injustice.
Global Payments is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
#LI-AT1
#LI-Hybrid
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
Auto-ApplyClient Retention Manager - Farmers Insurance
Relationship manager job in Grandville, MI
Customer Retention Manager | Farmers Insurance
Looking to grow your career with a company that values client relationships and service excellence? Farmers Insurance is seeking a dedicated and customer-focused Customer Retention Manager to support our top-rated agency.
In this role, you'll be the primary point of contact for existing clients, ensuring their insurance needs are met with care, accuracy, and proactive support. If you enjoy helping people, solving problems, and building lasting connections, this role is ideal for you.
About Our Agency
At Farmers Insurance, we're committed to protecting what matters most to our clients-while also helping our team members reach their full potential. We foster a supportive, collaborative workplace that values expertise, initiative, and personal growth. As part of our team, you'll gain access to professional training, mentorship, and opportunities to advance your skillset and career.
Key Responsibilities
As a Customer Retention Manager, you will:
Build strong relationships with existing clients through consistent and attentive service
Assist customers with policy updates, billing questions, claims support, and coverage reviews
Conduct regular outreach to ensure client satisfaction and retention
Identify opportunities to offer additional coverage that meets client needs
Provide accurate information about insurance products and maintain compliance with industry standards
Manage client interactions through CRM systems, ensuring timely follow-up and documentation
Collaborate with other team members to support agency goals and deliver a seamless client experience
What We're Looking For
The ideal candidate will demonstrate a passion for helping others and a commitment to delivering excellent client service.
Preferred Skills & Experience:
1+ year of customer service, account management, or insurance experience
Excellent verbal and written communication skills
Strong problem-solving ability and attention to detail
Friendly, positive attitude with a professional mindset
Ability to prioritize tasks and manage time effectively
Property & Casualty and/or Life & Health licenses (preferred or willingness to obtain)
Bilingual abilities a plus
Why Join Our Team
As a Customer Retention Manager, you'll enjoy:
Competitive base compensation with performance incentives
Paid training and continuing education opportunities
Opportunities for professional growth within the agency
Flexible scheduling options (may include hybrid flexibility)
Supportive, team-focused culture that values results and relationships
Paid time off, holidays, and recognition programs
A well-known brand with a longstanding reputation for excellence
Ready to Make an Impact?
Joining our Farmers Insurance agency as a Customer Retention Manager is more than a job-it's a chance to empower and protect the people we serve every day. If you're ready to make a meaningful difference and grow your career along the way, we'd love to hear from you.
Apply today to take your next step with Farmers Insurance.
Auto-ApplyCommercial Banker II
Relationship manager job in Grand Rapids, MI
Job Title: Commercial Banker ll
Department:
Commercial Banking
FLSA Classification: Exempt
Home Branch: Cascade Corporate Office
Supervises: None
Reports To: GR, Commercial Banking Team Lead
Position Summary
Builds and manages relationships with business customers and prospects. Extends credit to commercial and business customers in accordance with policies and procedures to enable the maximum volume and profitability.
Essential Functions
Interview loan applicants and collect and analyzes financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates where necessary the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements.
Collects and analyzes information which reflects the current correct credit worthiness of customers and the current merits of existing loans. Information may be obtained by direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, etc.
Adhere to all lending and operational policies which are consistent with overall Bank policies and operating objectives.
Maintains relationships with businesses and commercial customers which will promote new business and interest and consistent deposit generation for the bank.
Works closely with the Treasury Management Officer to ensure new deposit growth and assist in promotion of Treasury Management products and services.
Review on an ongoing basis, new laws and regulations which could affect the enforceability of loan security agreements for commercial and business loans.
Maintain membership in local organizations to increase the Bank's visibility and further personal development.
Develop new customer prospects and promote new business.
Participate in client and prospect calling and business development.
Involved in the guidance, approval, implementation and adherence to Bank's lending policy.
Management of individual loan portfolio including ongoing relationship management and growth of loan portfolio according to annual individual loan portfolio growth goals.
Handle extensions of credit approved by the Board of Directors within limitations provided therein.
Direct oversight/management of loan portfolio asset quality; including payment delinquency, charge- offs, non-performing loan ratio and loan ratings.
Advise customers, where possible, on business management and financial matters.
Maintain relationships with community affiliates and acts as the Bank's representative in civic affairs.
Provide overdraft decisions on bank relationships, as needed.
Other Functions
Other duties assigned from time to time by EVP, CLO or other members of Senior Leadership.
Adhere to all bank policy and procedures as well as complying with legal and regulatory requirements.
Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.
1 | P a g e
Working Conditions of the Job
Stationed at desk 25-50% of working time.
Ability to travel throughout the community to attend to clients and prospects.
No particular working hazards.
No unusual physical exertion required.
Job Qualifications
Ability to work independently.
Ability to retain confidential information.
Outstanding communication and listening skills.
Professional appearance and manner are required.
Education & Work Experience
Bachelor's degree Finance, Business Administration or equivalent combination of education and experience.
Minimum of 10 years commercial banking experience
Banking or lending schooling preferred.
A minimum of four years' experience in commercial and installment lending.
Regulation B, C, O, P, Z and X knowledge
Bank Secrecy Act and Community Reinvestment Act knowledge.
Ability to work efficiently and effectively with various functions in Microsoft Outlook, Word and Excel; Jack Henry Real Vision; Jack Henry 20/20 system.
EEO Statement
Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
Prepared By: KAC
Approved Date:
Applicant Acknowledgement: Can you perform the essential functions of the position for which you are applying with or without reasonable accommodation? ? Yes ? No If no, please explain. If you have any question as to what functions are applicable to the position for which you are applying, please ask the interviewer before you answer this question.
Print Name:
Signature: Date: ____________
Commercial Banker
Relationship manager job in Grand Rapids, MI
Be Proud. Be You. Be Independent! Are you an experienced Commercial Banker with formal Credit training looking to advance in your career? If so, we need you! At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as a Commercial Banker to originate and service secured commercial loans - with a focus on Commercial & Industrial (C&I) and Commercial Real Estate (CRE) lending - and help advance our mission of inspiring financial independence today with tomorrow in mind! This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into established client relationships.
Why You Should Apply:
* Comprehensive total rewards package.
* A knowledgeable, goal-driven, and exciting team of colleagues.
* Exposure to different areas of banking and the ability to work with leaders within the industry.
* Community-focused events and volunteer opportunities.
What You Will Do:
* Establishes relationships and generates business from new and existing customers.
* Cross-sells other products and services and generates fee income for the bank.
* Interview applicants regarding financing information.
* Maintain productive relationships between the branches, mortgage loan officers, and the commercial loan department.
* Build a solid relationship between the current customer base and Independent Bank. Cross-sell bank products and services to new and existing customers.
* Exercise sound judgment and assertiveness in addressing complex problems and concerns.
* Makes decisions on loans and terms within approved limits.
* Monitors existing portfolio to ensure compliance with loan agreement terms and financial trends/developments.
* Target and establish new customers within the market by participating in various community/professional activities.
* Utilize the branch network to solicit new business while identifying existing customers with larger lending needs.
* Ensure all documentation gets to the loan file. Ensure fee production for the bank by cross selling cash management services, investment services, and commercial loan fees.
* Monitor and reduce the delinquency average for commercial loans.
* Provides customer service and loan structuring training to junior lending staff.
* Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
* Bachelor's degree in Finance preferred (or equivalent years of working experience).
* Formal credit training preferred.
* Credit analysis and business development/lending experience required with 5+ years of commercial lending experience.
* Excellent interpersonal, presentation and communication skills.
* Aptitude for finance and have the ability to exercise sound judgment and business decisions.
* Strong business development skills.
* Personal Computer skills are also required, preferably Microsoft Office.
Be Proud. Be YOU. Be Independent!
Account Manager - Grand Rapids, MI
Relationship manager job in Grand Rapids, MI
WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
* Total Targeted Compensation *
Salary + Commission = $80,000 to $100,000
SUMMARY: The Account Manager is responsible for managing existing and new customer relationships to meet and/or exceed company sales revenue and profit objectives.
ESSENTIAL COMPETENCIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coaches associates consistent with Core Behaviors
Responsible for promoting culture of safety
Manage new and existing customer relationships
Maintains a thorough knowledge of products
Presents products to customer
Follows through with customer to ensure satisfaction
Identifies and prioritizes all existing and prospective customers within his/her territory and keeps mailing list current.
Studies product information, attends seminars, supervises tests of products
Attends and contributes to company sales meetings and technical sessions.
Provides customers with all literature and promotional materials they need to enhance their productivity.
Provides the General Manager with information from the market regarding trends, new products, market share in existing and potential accounts.
Proactively solve problems for customers
Build and sustain positive customer relationships
Provide and coordinate technical support as needed
Support and expand onsite sales and service
Communicate customer and market issues to company management
Perform other duties as assigned
Perform all work in accordance to ISO processes and procedures
QUALIFICATIONS:
High levels of product knowledge
Excellent written and verbal communication skills
Excellent interpersonal skills
Competent with the use of computer software specific to the operation
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility. May provide indirect supervisory input.
EDUCATION and/or EXPERIENCE:
High School diploma required
Bachelor's degree in a related field preferred
2-5 years' experience in a similar position required in Industrial Sales
Previous sales or customer service experience preferred
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Eye protection, ear protection, and as required by customer, steel-toed shoes and head protection.
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
**This position is considered safety sensitive and is subjective to drug testing, including cannabis
***As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
Auto-ApplySenior Commercial Banker
Relationship manager job in Kalamazoo, MI
Angott Search Group is pleased to partner with a nearly $700 million Michigan community bank in their search for an experienced, results-driven Senior Commercial Banker to drive business growth through commercial lending and deposit acquisition.
This role combines strategic sales efforts, relationship building, and strong credit analysis to expand our presence in the market. You'll also serve as a community ambassador and play an integral role in shaping market strategy as part of the Management Team.
Key Responsibilities:
Loan & Deposit Growth:
Meet performance goals for loan and deposit generation; partner with Cash Management and Branch staff to deepen customer relationships.
Business Development:
Source and build new commercial banking relationships. Actively participate in the Officer Calling Program and community engagement to strengthen the bank's brand and network.
Credit Analysis & Loan Structuring:
Evaluate creditworthiness, recommend terms, and ensure sound loan structure for both new and existing customers.
Portfolio & Relationship Management:
Monitor portfolio health, maintain client contact, and ensure compliance with terms and regulations. Cross-sell bank products and deliver an exceptional customer experience.
Compliance & Reporting:
Stay current with all regulatory requirements. Prepare reports and ensure protection of bank assets through policy adherence.
Qualifications:
5+ years of commercial lending and business development experience (local market knowledge preferred)
Formal credit training required
Bachelor's degree in Business or related field
Proven track record of generating loan growth and deposit relationships
Strong interpersonal, communication, and negotiation skills
Ability to analyze complex financial data and legal documents
Account Manager
Relationship manager job in Byron Center, MI
Account Managers develop sales/marketing action plans to maximize territory revenue, as well as provide customized business solutions for prospects and customers.
Responsibilities
Organization and accomplishment of sales activities in an efficient and economical manner consistent with sales objectives
Maintain excellent communication with external and internal customers
Keep fully informed regarding competitor developments
Safeguard all assigned company assets and proprietary data
Facilitate information meetings with Service Center team members
Effectively handle special assignments as directed
Qualifications
A bachelors degree in either sales, marketing or business or at least 5 years of comparable sales experience
Proven sales skills
Valid driver's license
Ability to travel to meet with customers
Knowledge of the surrounding geographical market
Knowledge of the LTL Industry
Benefits
Stable and growing organization
Competitive weekly pay
Quick advancement
Professional, positive and people-centered work environment
Modern facilities
Clean, late model equipment
Comprehensive benefits package: Health, Dental, Vision, AD&D, 401(k), etc.
Paid holidays (8); paid vacation and personal days
sales, account manager, customer interaction, transportation, trucking, LTL, culture, family oriented, operations sales
Auto-ApplyAccount Manager
Relationship manager job in Grand Rapids, MI
Job Description
Who we are: Axis Automation leverages the teamwork of our leading engineers and machine builders to conceptualize, design, integrate, deploy and service factory automation systems for forward-thinking manufacturing customers. Our team has decades of automation experience, spanning hundreds of projects and thousands of automation configurations.
Our Mission: Supporting the adoption of automation solutions that empower people and enhance productivity
Our Vision: To be the leading automation solutions provider for the manufacturing community
What we are looking for: A career-oriented and motivated Account Manager to join a dynamic, tight- knit team engineering and integrating custom factory automation equipment supporting customers in general industries.
Position Title: Account Manager
Position Description:
Development and acquisition of new customers in general non-automotive industries
Maintain good standing and growing relationships with existing/acquired customers
Generate new project orders to meet or exceed annual goals
Work cooperatively and collaboratively with all team members, customer and supplier partners throughout project acquisition and delivery
Provide metrics, reports and success criteria for sales and related activities
Strategic planning and goal-setting surrounding market and customer sector-specific targeting and communication initiatives to close or grow customer accounts
Maintain & submit appropriate records for forecasting, quote status & expenses
Assist Applications Engineering team as needed in developing solutions to customers' needs
Support marketing efforts and general proactive market outreach activities
Position Requirements
Existing relationships with key customers and decision-makers in engineering and procurement
A general understanding of manufacturing, particularly as it pertains to automation equipment
Proven ability to continually contact prospective customers and develop relevant leads
Professional skills in organizing and leading conversations and building trust
Proven, and superior interpersonal, written and verbal communication abilities
Sense of diplomacy, including negotiation skills, conflict resolution and people management
Possess a creative and solutions-oriented approach to project opportunities
Willingness to travel to support customers in order to meet project sales goals
Ability to skillfully utilize CRM software and Microsoft applications notably Excel
Champion Our Operating Principles: You will be expected to actively embody and uphold our ten Operating Principles, which guide our every action and decision at Axis Automation. These principles are key to our culture and success.
Compensation: Base salary, sales commission, year-end discretionary bonus
Benefits: Paid-time off, 401(k) employer match, Health Insurance, Dental Insurance, Vision Insurance, Short-term and long-term disability, Parental leave, Life insurance
CVL Dealer Sales - Retail Client Manager
Relationship manager job in Grand Rapids, MI
Cleveland, Ohio;Grand Rapids, Michigan; Toledo, Ohio; Troy, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************
**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 is core to how we drive Responsible Growth.This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
_Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.
**Responsibilities:**
- Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
- Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
- Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
- Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
- Captures market intelligence and delivers feedback to leadership team
- Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences
**Skills:**
+ Business Development
+ Client Management
+ Customer and Client Focus
+ Influence
+ Prospecting
+ Active Listening
+ Adaptability
+ Negotiation
+ Networking
+ Relationship Building
+ Client Solutions Advisory
+ Emotional Intelligence
+ Referral Identification
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
R **equired** **qualifications :**
+ 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
+ Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
+ The ability to be a strong individual contributor with a team player attitude.
+ Ability to drive long distances with possible overnight stays
Desired **qualifications:**
+ The ability to work independently or in a team environment
+ Established dealer relationships within the market
+ Undergraduate degree
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Senior Commercial Banker, Middle Market
Relationship manager job in Holland, MI
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
Excellent opportunity to be part of a growing segment of Wintrust Bank in Western Michigan! Macatawa Bank is seeking an experienced Commercial Banker to join the Middle Market Commercial team!
The Sr. Commercial Banker is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
7+ years' commercial lending experience with a focus on C&I lending
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $141,000-$190,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
#LI-AC1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyAutomation Account Manager
Relationship manager job in Grand Rapids, MI
PURPOSE * The Automation Account Manager is responsible for representing SMC in all business activities associated with current customer and distributor account support. This position also has the responsibility to create and develop new business relationships to increase market share and obtain growth.
ESSENTIAL DUTIES
* Retains and profitably grows sales through proactive management of top strategic accounts and SMC distributors
* Presents all of SMC's capabilities, services, and products to current and prospective customers and SMC distributors
* Serves as the primary contact for assigned customers and is responsible for customer satisfaction
* Represents customer's needs and goals within the organization to ensure quality
* Leads all aspects of the sales process, calling upon others to assist in solution development
* Proactively manages customer satisfaction and service delivery by anticipating potential service problems, and monitoring satisfaction
* Completes detailed SAP and forecasts as required
* Maintains/creates very strong and deep-rooted relationships with key decision makers within designated strategic target accounts; recognized and respected by customer's top management team within top-rated accounts
* Effectively utilize SMC tools and resources to ensure organizational consistency and efficiency
* Meet or exceed target sales goals as detailed by Branch and Sales Managers
* Complete market reports as new and relevant information become available
* Manage SMC assets appropriately and be able to successfully calculate ROI using the RINGI process
* Have passed all Pneumatic theory and other technical training required by SMC
* Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional associations
* Mentor, guide, and teach SMC sales philosophy, strategies, and tactics to new SMC sales professionals
* Document sales calls, projects, opportunities, contacts, success reports, and activity in CRM
* Complete other duties as prescribed by the Branch Manager/Sales Manager
All other duties as assigned
PHYSICAL DEMANDS/WORK ENVIRONMENT
* Fast-paced environment (includes both office and field work)
* Travel with some extended stay away from home
* Physically capable of lifting SMC products and displays up to 50 lbs
Varying work hours
MINIMUM REQUIREMENTS
* Bachelor's degree in Business, Marketing, related technical field, or equivalent experience
* Minimum five (5) years of sales experience with SMC or equivalent industry sales experience
* Extensive knowledge of SMC product lines
* Comprehensive understanding of pneumatic components and their application
* Thorough understanding of SMC policies and procedures
* Detailed understanding of competitive product lines
* Excellent communication, problem-solving, and leadership skills
* Proficient in the use of computers and ability to learn new programs and tools as required
* Clean driving record
For internal use only: Sales001
Account Manager - State Farm Agent Team Member
Relationship manager job in Grand Rapids, MI
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
With 15 years in business, our agency has built a reputation for excellence, consistency, and care. Our team of six dedicated professionals works together in a positive, collaborative environment where everyones contributions are valued. We believe that success comes from balance working hard for our customers while maintaining a healthy work-life rhythm for our team.
Im a proud graduate of Western Michigan University, where I studied finance and management. That foundation in business has shaped how I run our agency with an emphasis on integrity, growth, and customer-centered service.
We offer a Simple IRA match, license reimbursement, and a supportive work environment designed to help our team thrive personally and professionally. Our office culture is built on mutual respect, open communication, and continuous improvement. If youre looking for a place where youll feel motivated, appreciated, and part of a strong, connected team, youll feel right at home here.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Scott Southland - 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 II - Healthcare Market (Michigan)
Relationship manager job in Kalamazoo, MI
About Us:
Here at Thermo Fisher Scientific, our industry-leading scale means unparalleled commercial reach, unique customer access and a global footprint. Our broad customer base, from research, clinical to commercial production means you can have a broad and significant impact. All while working in an environment where you will be supported, valued and rewarded for your performance. Join our Sales & Marketing team with an unmatched depth of capabilities and help our customers solve some of the world's toughest challenges.
Discover impactful work:
Our Account Managers are responsible for the sales of consumable and diagnostic lab supplies and instrumentation within a defined territory. They maintain effective customer relations, develop opportunities for growth within an existing customer base, and assure market penetration and profitability while achieving sales and profit forecasts. This is an excellent opportunity for an energetic professional who is looking to expand their Sales skills with a company that is a world leader in their industry!
Location:
This is an outside sales position covering a primarily southwest Michigan territory as well as parts of Indiana and Ohio. Residency within southwest Michigan is required, no relocation assistance provided.
Key responsibilities will be:
Independently make decisions, but also utilize available resources to meet customer needs and work effectively with cross-functional team of supplier and internal resources. Seeks broader relationships within the account to help facilitate networking and prospecting.
Perform sales calls and vendor relations with all customers and potential customers in the assigned territory.
Researches competitor and industry activity and keep informed of new products and services and other general information of interest to customers incorporating this data into the business plan. Introduces new products and services.
Manage pricing within territory to control profitability
Maintain accurate reporting, records, and files necessary for proper management of territory
Communicate with supervisor any customer issues or potential problems; performs other tasks assigned by manager.
Inform customers of supply and price trends and assist in inventory control.
Positively represent Thermo Fisher Scientific at all times throughout customer locations
Keys to Success:Education
Bachelor's degree required, preferably in the sciences
Experience
2+ years of sales experience, preferably in medical sales, lab, science or healthcare industry, OR relevant experience
Knowledge, Skills, Abilities
Strong interpersonal, oral and written communication, and presentation skills
Demonstrated negotiation and customer relationship skills.
Computer proficiency in MS Office and the internet
Must possess the organizational skills to multi-task and meet deadlines as needed
Strong industry, healthcare and science background preferred
Able and willing to travel to customer locations
Able to pass required vendor credentialing for hospital/lab access.
Demonstrates the Thermo Fisher values (The Four I's) - Integrity, Intensity, Innovation, and Involvement
Auto-ApplyLicensed Insurance Account Manager
Relationship manager job in Grand Rapids, MI
Job Description
Property and Casualty License required
Benefits include: Competitive Base Pay, Commission, 3% IRA Match, 2 weeks PTO, 9 Company Holidays, Contribution to HRA.
As an Account Manager, you serve as the liaison between the company and its clients, focusing on building strong relationships. You oversee account activities, provide support, and work to resolve any issues that arise, ensuring clients receive exceptional service. You will work in an office setting, collaborating with colleagues and meeting with clients as needed. Your dedication to understanding client needs will be key to achieving mutual success.
Compensation:
$22 hourly DOE
Responsibilities:
Collaborate with internal teams to align processes with client expectations
Direct client account management to achieve satisfaction and retention
Manage client interactions to align with company policies and industry regulations
Uncover possibilities for cross-selling and implement a process for engaging clients and properly offering the protection they still need for the gaps in their coverage
Qualifications:
Strong negotiation and communication capabilities required
Experience managing various accounts and consistently meeting performance goals
Property and Casualty License required
Minimum of 6 months in the insurance industry with a proven track record implementing client retention strategies and cross-selling necessary products to meet the client's needs
Experience with Salesforce and Guidewire preferred, but not required
About Company
At The Landis Agency, we're a team dedicated to making a difference for clients and the community.
We believe insurance is about empowering people with knowledge and protection when they need it most. Every client has a unique story, and we take time to understand, offering care and consideration in every interaction.
Our team is driven to pursue excellence. We set ambitious goals and support each other in achieving them. We're 100% invested in our business, families, and community. When everyone gives their all toward shared goals, everyone benefits.
We foster a culture that's both empowering and compassionate. We lift each other up, provide resources to succeed, and trust our team to serve clients exceptionally well, while honoring their lives outside of the office. By seeking to understand one another, we create meaningful impact.
Community isn't a buzzword-it's a responsibility. We're committed to leaving our community better than we found it through time, talents, and genuine care.
Aftermarket Account Manager
Relationship manager job in Byron Center, MI
As an Aftermarket Account Manager, you will play a pivotal role in fostering business expansion through the identification of new prospects, effective management of the sales pipeline, and successful closure of deals to surpass or meet sales objectives within their designated region. This position requires cultivating robust customer relations across multiple departments such as purchasing, maintenance, and engineering, to optimize customer satisfaction and revenue generation.
What You'll Do:
* Drive outside sales, handling all aspects from lead generation to closing deals.
* Establish and nurture business relationships with key accounts.
* Showcase our cutting-edge product suite to pivotal departments like maintenance, engineering, and purchasing.
* Excel in interpersonal communication, fostering long-term partnerships.
* Achieve sales expansion by consistently meeting performance metrics.
* Collaborate with internal teams and factory representatives to increase product revenue.
* Strategize and execute tailored sales plans for targeted utility service opportunities.
* Strategize and execute tailored sales plans for targeted utility service opportunities.
* Participate in product demonstrations and sales calls, leveraging your expertise to elevate market share.
What You'll Need:
* College degree preferred, alongside a minimum of two years of experience in compressed air equipment sales, or a comprehensive six years of sales experience in the industrial technology sector.
* Demonstrated strong proficiency in prospecting, with a willingness to commit 75% of working hours to time in the field.
* Highly motivated by the opportunities in the compressed air industry and possesses a strategic outlook for expanding product presence in the specific region.
* Proficient in presentation skills, both in-person and virtual, and CRM data management.
* Exceptional communication abilities across various mediums (in-person, phone, email) and a capacity for creative problem-solving to consistently identify new business opportunities
* Technical aptitude to address customer challenges with utility air solutions.
Why Join OTC Industrial Technologies?
* Comprehensive Benefits: Our benefits package includes medical, dental, and vision care coverage, short-and long-term disability coverage, and life insurance. We also offer a wellness discount and a stipend for safety shoes & glasses.
* Financial Security: We provide a 401(k) savings plan with an employer match of 50% on the dollar up to 6%, robust referral bonuses, and relocation assistance.
* Work-Life Balance: Enjoy paid time off (PTO) and tuition assistance to support your career growth and personal life.
* Career Growth Opportunities: At OTC Industrial Technologies, we believe in investing in our employees' development. We offer various training programs and career advancement opportunities to help you reach your full potential.
At OTC Industrial Technologies, we believe that our employees are our greatest strength. Through investment in our people and growth from within, we believe in providing you with a wide variety of opportunities to accelerate your career potential as you help us drive change to move our business forward.
For over 60 years, employing and developing the best-in-class talent has been at the forefront of our success. By coupling our teams' hands-on experience with a wide range of products from top vendors, we provide customers with the best quality products and technical application expertise and services at the lowest possible costs.
Working with OTC Industrial Technologies is perfect for purpose driven individuals who are motivated to be part of an exciting transformational company.
Client Retention Manager - Farmers Insurance
Relationship manager job in Grandville, MI
Job Description
Customer Retention Manager | Farmers Insurance
Looking to grow your career with a company that values client relationships and service excellence? Farmers Insurance is seeking a dedicated and customer-focused Customer Retention Manager to support our top-rated agency.
In this role, you'll be the primary point of contact for existing clients, ensuring their insurance needs are met with care, accuracy, and proactive support. If you enjoy helping people, solving problems, and building lasting connections, this role is ideal for you.
About Our Agency
At Farmers Insurance, we're committed to protecting what matters most to our clients-while also helping our team members reach their full potential. We foster a supportive, collaborative workplace that values expertise, initiative, and personal growth. As part of our team, you'll gain access to professional training, mentorship, and opportunities to advance your skillset and career.
Key Responsibilities
As a Customer Retention Manager, you will:
Build strong relationships with existing clients through consistent and attentive service
Assist customers with policy updates, billing questions, claims support, and coverage reviews
Conduct regular outreach to ensure client satisfaction and retention
Identify opportunities to offer additional coverage that meets client needs
Provide accurate information about insurance products and maintain compliance with industry standards
Manage client interactions through CRM systems, ensuring timely follow-up and documentation
Collaborate with other team members to support agency goals and deliver a seamless client experience
What We're Looking For
The ideal candidate will demonstrate a passion for helping others and a commitment to delivering excellent client service.
Preferred Skills & Experience:
1+ year of customer service, account management, or insurance experience
Excellent verbal and written communication skills
Strong problem-solving ability and attention to detail
Friendly, positive attitude with a professional mindset
Ability to prioritize tasks and manage time effectively
Property & Casualty and/or Life & Health licenses (preferred or willingness to obtain)
Bilingual abilities a plus
Why Join Our Team
As a Customer Retention Manager, you'll enjoy:
Competitive base compensation with performance incentives
Paid training and continuing education opportunities
Opportunities for professional growth within the agency
Flexible scheduling options (may include hybrid flexibility)
Supportive, team-focused culture that values results and relationships
Paid time off, holidays, and recognition programs
A well-known brand with a longstanding reputation for excellence
Ready to Make an Impact?
Joining our Farmers Insurance agency as a Customer Retention Manager is more than a job-it's a chance to empower and protect the people we serve every day. If you're ready to make a meaningful difference and grow your career along the way, we'd love to hear from you.
Apply today to take your next step with Farmers Insurance.
Compensation Range: $45K - $75K
Commercial Banker
Relationship manager job in Grand Rapids, MI
Job Description Be Proud. Be You. Be Independent!
Are you an experienced Commercial Banker with formal Credit training looking to advance in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join
Independent Bank
as a
Commercial Banker
to originate and service secured commercial loans - with a focus on Commercial & Industrial (C&I) and Commercial Real Estate (CRE) lending - and help advance our mission of
inspiring financial independence today with tomorrow in mind!
This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into established client relationships.
Why You Should Apply:
Comprehensive total rewards package.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
What You Will Do:
Establishes relationships and generates business from new and existing customers.
Cross-sells other products and services and generates fee income for the bank.
Interview applicants regarding financing information.
Maintain productive relationships between the branches, mortgage loan officers, and the commercial loan department.
Build a solid relationship between the current customer base and Independent Bank. Cross-sell bank products and services to new and existing customers.
Exercise sound judgment and assertiveness in addressing complex problems and concerns.
Makes decisions on loans and terms within approved limits.
Monitors existing portfolio to ensure compliance with loan agreement terms and financial trends/developments.
Target and establish new customers within the market by participating in various community/professional activities.
Utilize the branch network to solicit new business while identifying existing customers with larger lending needs.
Ensure all documentation gets to the loan file. Ensure fee production for the bank by cross selling cash management services, investment services, and commercial loan fees.
Monitor and reduce the delinquency average for commercial loans.
Provides customer service and loan structuring training to junior lending staff.
Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
Bachelor's degree in Finance preferred (or equivalent years of working experience).
Formal credit training preferred.
Credit analysis and business development/lending experience required with 5+ years of commercial lending experience.
Excellent interpersonal, presentation and communication skills.
Aptitude for finance and have the ability to exercise sound judgment and business decisions.
Strong business development skills.
Personal Computer skills are also required, preferably Microsoft Office.
Be Proud. Be YOU. Be Independent!
CVL Dealer Sales - Retail Client Manager
Relationship manager job in Grand Rapids, MI
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace , attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.
Responsibilities:
* Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
* Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
* Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
* Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
* Captures market intelligence and delivers feedback to leadership team
* Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences
Skills:
* Business Development
* Client Management
* Customer and Client Focus
* Influence
* Prospecting
* Active Listening
* Adaptability
* Negotiation
* Networking
* Relationship Building
* Client Solutions Advisory
* Emotional Intelligence
* Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Required qualifications :
* 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
* Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
* The ability to be a strong individual contributor with a team player attitude.
* Ability to drive long distances with possible overnight stays
Desired qualifications:
* The ability to work independently or in a team environment
* Established dealer relationships within the market
* Undergraduate degree
Shift:
1st shift (United States of America)
Hours Per Week:
40