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Relationship manager jobs in Kalamazoo, MI

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  • Relationship Manager

    Global Payment Holding Company

    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 ******************.
    $40k-100k yearly Auto-Apply 5d ago
  • Commercial Relationship Manager

    Bank of Montreal

    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.
    $88.8k-165.6k yearly Auto-Apply 21d ago
  • Assistant Client Manager(P&C)

    Edgewood Partners Insurance Center 4.5company rating

    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
    $62k-94k yearly est. Auto-Apply 36d ago
  • Client Retention Manager - Farmers Insurance

    Farmers District 40

    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.
    $61k-98k yearly est. Auto-Apply 5d ago
  • Senior Commercial Banker

    Angott Search Group

    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
    $61k-93k yearly est. 60d+ ago
  • Commercial Banker II

    Union Bancshares of Benton Inc. 4.1company rating

    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: ____________
    $61k-79k yearly est. 59d ago
  • Senior Commercial Banker, Middle Market

    Wintrust 4.9company rating

    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.
    $62k-79k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager I

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Elkhart, IN

    JobID: 210665123 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network
    $50k-74k yearly est. Auto-Apply 57d ago
  • Account Manager

    Dayton Freight 4.6company rating

    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
    $72k-99k yearly est. Auto-Apply 56d ago
  • Commercial Banker

    Independent Bank Corporation 4.3company rating

    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!
    $42k-65k yearly est. 29d ago
  • Account Manager - Grand Rapids, MI

    Blackhawk Industrial Operating Co 4.1company rating

    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.
    $80k-100k yearly Auto-Apply 60d+ ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America 4.7company rating

    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.
    $44k-64k yearly est. 8d ago
  • Account Manager

    Axis Automation 3.8company rating

    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
    $67k-110k yearly est. 7d ago
  • Automation Account Manager

    SMC Corporation 4.6company rating

    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
    $61k-98k yearly est. 27d ago
  • Account Manager (P&C)

    Epic Brokers 4.5company rating

    Relationship manager job in Goshen, IN

    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 US, 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: Any Indiana office -Hybrid 1 day a week WHAT YOU'LL DO: Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder Works with Producers to assist client with the service needs mentioned above Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client Provide client with additional coverage options Maintains client files in appropriate systems and provides standard office/administrative support Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends Other duties as assigned Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity Other duties as assigned Marketing Work with Placement Department and Producers to properly transition new business written For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies If needed, enter policy information into carrier websites for quote options Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers Present quote options to the client and/or Producer, if applicable Bind and issue policies in carrier websites or order policies from underwriters Other duties may be assigned Personal and Organizational Development Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintained Other duties may be assigned WHAT YOU'LL BRING: Full knowledge of Property Casualty lines of coverage and services Recognize problems and respond appropriately Able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel Strong attention to detail and time management abilities Strong ability to multi-task and assign priority Ability to work effectively and efficiently both with and without direct supervision Ability to work effectively and efficiently in a team environment as well as independently Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or GED equivalent required College degree preferred Two or more years experience in mid-size brokerage or carrier Must have working knowledge of a variety of Microsoft Office computer software applications to include 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 Position continually requires teamwork, demonstrated poise, tact, and diplomacy Indiana Property & Casualty License Valid Driver License Ability to travel independently to clients; some air travel may be required 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-Hybrid
    $54k-89k yearly est. Auto-Apply 9d ago
  • Account Manager

    Dexter Axledexter Axle Company, Inc.

    Relationship manager job in Elkhart, IN

    Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for an Account Manager supporting our manufacturing facilities located in Elkhart, IN and Bristol, IN. Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service. For more information about our company, access Dexter's web site at ******************** Essential Duties / Responsibilities: Your typical day-in-the-life as a Dexter Account Manager… * Makes daily sales calls and prepares call reports * Works with extensive engineered product offerings * Prepares and conducts sales presentations * Establishes target accounts and tracks progress of accounts to gain business * Participates in ongoing product training to aid in the sales of these products * Quotes product pricing to current and potential customers * Provides technical support to clients * Continually works on enhancing sales and profit margins for all customers to help achieve the highest sales plan possible * Maintains strong relationships with key accounts as well as non-Dexter accounts * Develops creative ideas with OEMs, distributors and direct accounts to help increase sales of new products * Communicates key information from the marketplace to management * Provides timely updates in the company CRM system on accounts, opportunities, competition, and call reports * Submits monthly commentary to supervisor * Attends and actively participates in monthly Cadence Calls and any other program or training assigned * Works trade shows, open house events, and/or other shows requested by customers as needed * Performs other tasks or duties as assigned * Note: Candidates must reside in the Northern Indiana or Southern Michigan area within the territory region. Minimum Qualifications Qualifications & Experience: * A Bachelor's Degree in Business or Marketing, or a comparable discipline or a combination of education and cumulative experience. * 3 - 5 years of remote sales (territory management) experience highly preferred * Experience in trailer industry is preferred (utility, marine, agriculture and/or RV) * Extensive travel required * Eligible candidates must be comfortable with frequent 2-3 nights per week travel and have experience working from a home office Dexter is driven by our core values committed to Safety, Quality and Integrity: * Execute with Determination - Be curious, work together, break new ground, find solutions, fulfill our commitments, surpass expectations! * Connect with People - Empower employees to grow, engage and collaborate; build lasting customer partnerships; care for our communities. * Do the Right Thing - For our people, for our customers, and for the business. We care for our people. Here are some of our great, comprehensive Benefits: * Dexter offers a competitive wage * Full benefits package including Health, Dental, Vision, Life, STD, LTD, FSA, HSA * 3% profit sharing in our Safe Harbor program * 401(k) Plan with company contributions * Opportunities for internal career development and growth Apply now to join an industry leader and make a difference in what we do for the customers we serve! Equal Opportunity Employer Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law.
    $52k-88k yearly est. 51d ago
  • DME/Respiratory Account Manager

    Binson's Hospital Supplies Inc.

    Relationship manager job in Elkhart, IN

    Job Description ???? Now Hiring: DME/Respiratory Account Manager ???? Schedule: Monday-Friday | 8:30 AM - 5:00 PM At Binson's, we believe in three things: Better Products, Better Services, Better Lives-and we live it every day. We're a fast-growing, family-owned health care company with a big heart and locations across Michigan, Indiana, and Florida. If you're looking to make a real impact in people's lives, you're in the right place. ???? The Role: DME/Respiratory Account Manager As a DME/Respiratory Account Manager, you'll be the face of Binson's to our referral sources - hospitals, clinics, physicians, and discharge planners. Your goal? To make their lives easier and their patients' transitions smoother. ???? What We're Looking For Associate's Degree or higher (Sleep Tech, RT, LPN, RN, etc.) DME or respiratory experience preferred Excellent communication and relationship-building skills Competitive spirit and comfort with cold calling Self-motivated, with a strong sense of urgency and follow-through Professionalism and customer service excellence in every interaction ???? What You'll Be Doing Build and nurture relationships with referral sources in your territory to drive growth and brand loyalty. Make proactive sales calls (minimum of 15 per day or equivalent) to grow new business and maintain existing accounts. Respond promptly and with urgency to all communications and referral requests. Educate and empower healthcare partners through in-services and product training. Problem-solve coverage and insurance issues to help patients get the care they need quickly. Occasionally deliver and set up respiratory or sleep equipment, providing bedside instruction when needed. Conduct home assessments and DME orientations to ensure patients are comfortable and confident using their equipment. Keep detailed records of visits, calls, and activities in EMR system. Continuously grow your network by prospecting new clients and nurturing long-term partnerships ???? Perks & Benefits Competitive pay ???? Full benefits: Medical, Dental, Vision & Life Insurance ???? Paid time off + floating holiday ???? 401(k) Retirement Savings Plan ???? Training and growth opportunities ????
    $52k-88k yearly est. 3d ago
  • Account Manager

    Premier Rental Purchase of Granger

    Relationship manager job in Elkhart, IN

    Job DescriptionBenefits: Employee discounts Opportunity for advancement Training & development General Purpose: Responsible for proper control of rental (lease) accounts to ensure that payments are received on time. Responsible for the proper and timely delivery, relocation, service calls, and retrieval of merchandise. Has thorough knowledge of rental (lease) agreements, merchandise, and customer relations. Expeditiously handles non-renewed accounts. Conveys information to customers and maintains a constant level of communication with customers, co-workers, and management. Essential Duties: Responsible for assisting in the maintenance of company Standards of Operation. Responsible for delivery, retrieval, relocation, and service calls on rented (lease) merchandise. Collects monies from delivery of merchandise and from collection home visits. Provides security of monies while in the field. Maintains rented or leased units by making minor repairs when necessary or if major repairs are needed make sure unit is returned to our service department for repair. When the unit is repaired return the product to the customers residence promptly. Reviews DAP to be sure each item, model, and serial numbers match the Rental (lease) Agreement and the product that is being delivered. Answers the phone by the third ring in a pleasant and professional manner. Works to relocate merchandise if the customer should move from their residence without notifying the store. Pulling files and working on information for recovery and /or generating new information. Maintain the assigned vehicle in proper working condition and appearance. Maintains proper care and security of inventory during transport. Responsible for the growth of customers on a monthly basis. Other Duties: Responsible for cleanliness of the back room and the assigned company vehicle. Responsible for helping receive new merchandise. Additional duties, as time permits include: Take customer order forms for the customers Verify customer order forms Commit to achieving customer and revenue growth Assists the Store Manager and immediate supervisor in obtaining daily, weekly, and monthly goals. Requirements: High school diploma, GED, or equivalent work experience. Must have a valid drivers license and maintain driving record in compliance with company standards. Must have DOT certification (if required by law in your state). Must have one-year experience in a job requiring customer contact and complete the training program. Must be able to lift and carry loads up to seventy-five (75) pounds. Required Skills: Ability to understand oral and written instructions. Ability to read, write and perform arithmetic functions quickly and accurately. Ability to reason and make independent decisions. Ability to learn to manage situations with customers and associates. After training, working knowledge of all products in the inventory. Efforts, Demands, and Conditions: Work is performed in changing environments. Considerable walking, standing, bending, stooping, and lifting are involved. Due to the nature of the business, must determine alternate solutions and deal with the pressures of multiple activities and changes. Additional hours before or after normal business hours may be required. Frequent travel from store to store may be required. Must be able to cope with the emotional and mental stress associated with dealing with people and situations. Required to use a hand truck to move merchandise. Work is normally performed in the store, in the field, and in customers homes. Requires driving in various weather conditions as well as exposure to heat, cold, and other uncontrollable conditions. Attending company or Premier Corp, Training Sessions may be necessary. Relationships: Requires frequent contact with customers, associates, and upper management. Occasional contact with external business associates (distributors, suppliers, service organizations, etc.) is possible. Must communicate effectively with supervisors, peers, and associates.
    $52k-88k yearly est. 25d ago
  • Aftermarket Account Manager

    OTC Industrial Technologies 4.5company rating

    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.
    $55k-85k yearly est. 9d ago
  • Account Manager - State Farm Agent Team Member

    Roger Ellsworth-State Farm Agent

    Relationship manager job in Granger, IN

    Job DescriptionBenefits: License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I first opened my agency in 2009 before taking on a leadership role as a State Farm sales manager. That experience gave me a strong foundation in coaching, mentoring, and building successful teams, which I now bring back into my agency every day. Today, I lead a team of four talented professionals who share my passion for growth, service, and creating an exceptional customer experience. Our office culture is fun, outgoing, and centered around continuous learning and development. We value collaboration, positivity, and a willingness to grow together as a team. Training is an important part of our environmentwhether youre new to the industry or looking to sharpen your skills, youll have support every step of the way. One of the unique benefits of joining our team is our four-day workweek. Team members work from 8 a.m. to 6 p.m., Monday through Thursday or Tuesday through Friday, giving them a three-day weekend every week to recharge and enjoy life outside of work. If youre looking for a role where professional growth meets work-life balanceand where fun and teamwork are part of every daythis could be the perfect place for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Roger Ellsworth - 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.
    $52k-88k yearly est. 10d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Kalamazoo, MI?

The average relationship manager in Kalamazoo, MI earns between $55,000 and $118,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Kalamazoo, MI

$81,000

What are the biggest employers of Relationship Managers in Kalamazoo, MI?

The biggest employers of Relationship Managers in Kalamazoo, MI are:
  1. Global Payment Holding Company
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