Licensed Relationship Manager
Relationship manager job in Granger, IN
The Licensed Relationship Manager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
High School Diploma or Equivalent preferred
Work Experience:
2 - 6 years Customer Service Experience preferred
2 - 6 years Sales Experience with Investment and Insurance Products preferred
2 - 6 years Administrative/Supervisory Experience preferred
3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
Licenses and Certifications:
FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS:
Complete BAI and other required coursework
Demonstrate basic knowledge of products and services
Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
Identify and convert service to sales opportunities
Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
Ask existing clients and business partners for prospect referrals and developing COIs
Actively seek opportunities to provide outstanding client experience to every client
Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
Get to know clients, help them work toward their financial goals, and anticipate their financial needs
Own clients' service issues until they are resolved to the clients' satisfaction
Transact client business accurately, timely, and with operational proficiency
Responsible for ensure that they are consistently provide the best customer experience possible
Assist Office Manager to ensure the customer experience within the office is consistently at a high level
Provide support to staff in meet customer expectations
Provide back up for the teller function
Open new accounts and services
Identify and resolve customer issues
Assist with implement strategic business plan
Conduct direct business calls/referrals on a regular basis
Maintain community presence and involvement
Assist with implementation of CRM initiatives
Cross-sell Northwest products and services
Assist with the office workload and workflow
Assist with the implementation of changes, improvements and new procedures
Review/monitor daily statistical reports
Proactively seek coach to develop sales and service skills
Manage teller workload/workflow
Supervise vault operations and procedures
Attend educational/train seminars as needed
Assist with recovery activity
Maximize office security
Cultivate relationships with corporate staff in Warren
Review/Monitor management reports
Understand all technologies including Teller, Platform, and Lend Systems
Attend/co-plan regular office meets
Oversee and monitor cross-training of new and existing employees
Assist with completion of Audit Certification
Assist with scheduling of staff
Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed
Support corporate consumer collections efforts as required
Quote loan/savings rates and terms
Maintain security and compliance within the office
Originate and process consumer loan requests
Assist in the mortgage loan process as required
Ensure that they and the office staff are consistently providing the best customer experience possible
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, AND ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Ability to analyze financial and client data
Ability to interact positively with clients
Knowledge of Northwest products and services preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyRelationship Manager
Relationship manager job in Grand Rapids, 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 Relationship Manager (BLDI)
Relationship manager job in Grand Rapids, MI
Mission
BLDI Environmental Engineering is a full-service environmental consulting firm headquartered in Grand Rapids, Michigan. Founded in 1991, BLDI continues to provide progressive, professional, and practical consulting services. We offer straight-forward, cost-effective solutions to environmental issues. BLDI is proud of our steadfast reputation for meeting or exceeding our client's expectations, resulting in repeat projects with longstanding customers.
BLDI is part of a portfolio of companies managed Waséyabek Development Company, LLC (WDC), a legal entity, created and wholly owned by the Nottawaseppi Huron Band of the Potawatomi (NHBP), a federally recognized Indian Tribe. WDC is committed to fostering the development of a stable, diversified economy for the Band which will contribute to its long-term wealth and economic self-sufficiency while managing risk and creating quality employment opportunities. Members of NHBP or other federally-recognized tribes are encouraged to apply.
Purpose of the Role
The Client Relationship Manager is responsible for building and maintaining strong, trusted relationships with clients across all BLDI service areas. This role is centered on presence, reliability, and proactive communication, ensuring clients feel supported, informed, and confident in their partnership with BLDI.
Serving as a primary external face of the company, the Client Relationship Manager maintains regular in-person engagement, identifies opportunities, strengthens long-term relationships, and supports consistent, high-quality client experiences. This position is designed to grow over time and may evolve into a future sales leadership role.
Minimum Qualifications
Minimum 6 years of experience in a relationship-driven, client-facing role such as sales, business development, account management, or professional services
Experience in environmental consulting, banking, real estate, development, energy, or related industries preferred but not required
Strong interpersonal skills with a natural ability to build trust and rapport
Highly organized with strong follow-through and time management skills
Comfortably representing services at a high level and learning technical offerings over time
Effective and professional communicator across phone, email, written correspondence, meetings, and presentations
Willingness and ability to travel regularly for face-to-face client engagement
Ability to pass a drug screen and extensive background investigation, including but not limited to personal and professional financial history, nationwide criminal record search, credit check and other relevant background information deemed necessary by WDC.
Key Responsibilities
Client Relationship Management
Build and deepen relationships with clients across banking, real estate, development, municipal, federal, oil and gas, and businesses managing UST and AST assets
Serve as a primary relationship contact for clients navigating environmental risk, compliance, and long-term site responsibilities
Maintain consistent visibility through onsite visits, meetings, and regular communication
Develop familiarity with UST and AST ownership considerations, compliance drivers, and remediation concerns to anticipate client needs
Understand client workflows, operational pressures, and regulatory timelines to proactively identify opportunities
Act as a dependable, responsive point of contact clients can rely on for clarity and follow-through
Business Development, Proposals, and Account Growth
Identify and support opportunities across BLDI's service lines including Environmental Due Diligence, Remediation, and Federal work
Assist with proposal development, including scoping coordination, messaging, client strategy, and follow-up
Manage and grow a portfolio of key client relationships with responsibility for retention and expansion
Track client activity, opportunities, and outcomes using CRM tools and provide regular updates to leadership
Represent BLDI at industry events, networking functions, and client-facing engagements
Collaboration and Internal Alignment
Share client insights, market feedback, and upcoming opportunities with Directors, Project Managers, and leadership
Coordinate with technical teams to ensure client needs, expectations, and timelines are clearly understood
Support continuous improvement by relaying client feedback and market trends
Partner with marketing and leadership on outreach, engagement strategies, and account planning
Minimum Qualifications
Minimum 6 years of experience in a relationship-driven, client-facing role such as sales, business development, account management, or professional services
Experience in environmental consulting, banking, real estate, development, energy, or related industries preferred but not required
Strong interpersonal skills with a natural ability to build trust and rapport
Highly organized with strong follow-through and time management skills
Comfortably representing services at a high level and learning technical offerings over time
Effective and professional communicator across phone, email, written correspondence, meetings, and presentations
Willingness and ability to travel regularly for face-to-face client engagement
Ability to pass a drug screen and extensive background investigation, including but not limited to personal and professional financial history, nationwide criminal record search, credit check and other relevant background information deemed necessary by WDC.
Compensation
This role includes a competitive base salary and an incentive or commission structure tied to performance, relationship growth, and business development outcomes. Compensation will align with experience, responsibility, and long-term growth potential within the organization.
Role Summary
The Client Relationship Manager plays a critical role in strengthening BLDI's client partnerships through trust, communication, and consistent presence. This position supports immediate business development needs while developing the skills, perspective, and leadership capacity necessary to grow into expanded sales and leadership responsibilities over time.
Disclaimer:
This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.
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-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
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-ApplyBusiness Relationship Manager I
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
Auto-ApplyAccount 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-ApplyCommercial 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
Job Description
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.
Corporate Banking Rel Mgr III
Relationship manager job in Grand Rapids, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Corporate Banking Relationship Manager that will be responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Corporate Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Key Accountabilities
Achieve Sales Targets
Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
Partners with support staff to ensure the loan origination process meets bank and client expectations.
Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio Management
Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Actively seeks to understand factors and trends that may influence role.
Anticipates risk and develop contingency plans to manage risks.
Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience.
Minimum 5 years relevant Commercial banking experience.
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills.
Very high level of sales, negotiation and financial analysis skills.
Relationship
Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Corporate banking and similar Commercial market experience
Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution
Demonstrated and proven ability to work through complex credits and/or other unique situations
Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships
Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyCVL 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.
Account 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
Automation 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 (P&C)
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
Auto-ApplyAftermarket 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.
Account Manager - Employee Benefits
Relationship manager job in Grand Rapids, MI
Lockton is seeking an eager, driven Account Manager, who will bring a fierce commitment to supporting the efforts of building new relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. The Account Manager will be responsible for servicing and marketing the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing relationships, both internal and external.
Responsibilities:
* Services designated book of health & welfare business as relating to client service, marketing, vendor management, project management, claims and administration.
* Effectively manage service/project plan timeline for each client as developed by the account executive.
* Support account executive in the scheduling and preparation of client meetings
* Request and manage receipt of all renewals from carriers.
* Draft "Line of Coverage and Revenue Summary" for account executives.
* Manage carrier/vendor responses to questions during bid solicitation.
* Ensure all necessary contracts/documents are executed in a timely fashion.
* Review SPD, certificates, policies and contracts for accuracy.
* Initiate and manage all administration activity related to implementing a new carrier (i.e. contract reviews, implementation meetings/calls, carrier introductions, etc.).
* Preparation of RFPs, annual compliance calendar for clients, routine claim summary/aggregate reports, initial claim projections (when appropriate) and employee communication material (enrollment guides, annual enrollment meeting presentations, CEO letters, etc.).
* Ensure internal compliance issues are addressed, including (but not limited to): compensation disclosure; service agreements; broker of record letters; business associate agreements.
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Check out Lockton Benefits Offerings Here
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