Relationship manager jobs in Milwaukee, WI - 359 jobs
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Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Franklin, WI
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$45k-51k yearly est. 2d ago
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Payments Banking Manager
Accenture 4.7
Relationship manager job in Milwaukee, WI
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** .
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
· Payment Innovation (e.g., digital payments, wallets, etc.)
· Card Issuing
· Retail Bank Payments
· Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
· Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
· Conduct operating model assessments (people, process, org) and client needs assessments.
· Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
· Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
· Serve as a business architect during client engagements.
· Participate in the development of best-in-class, reusable assets.
· Participate in business development to originate new client opportunities.
· Must be willing to travel up to 80% (Monday - Thursday)
Here's What You Need:
· 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
· 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
· Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
· Successful track record of performing operating model design, business process design, and system functional design.
· Experience with vendor platforms enabling seamless delivery of payments products is preferred.
· Ability to develop and managerelationships with client management.
· Payments industry expertise in alternative/emerging payments
· Understanding of end-to-end payments lifecycle
· Business Architecture - Applied in solution planning, and requirements definition and analysis
· Baseline understanding of the principles of technology
· Requirements Analysis
· Functional Design
· Professional Skills Required:
· Proven ability to work independently and as a team member
· Proven ability to work creatively and analytically in a problem-solving environment
· Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards)
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50)
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$100.5k-270.3k yearly 3d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Relationship manager job in Milwaukee, WI
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$60k-83k yearly est. 3d ago
Recruiter/Career Planner/Account Manager
Sustainable Staffing Inc.
Relationship manager job in Hebron, IL
Serve as a trusted partner to clients, understanding their workforce needs and delivering staffing solutions. Maintain and strengthen client relationships, ensuring continued business success. Drive new business development by proactively identifying and securing new client partnerships.
Collaborate with the recruitment team to ensure qualified candidates are matched with job opportunities.
Manage the full sales cycle, from lead generation to closing client agreements.
Regularly meet with clients to assess satisfaction and anticipate future hiring needs.
Attend networking events, career fairs, and industry meetings to expand business opportunities.
Recruiter/Account Manager Qualifications and Requirements
Proven experience in account management, sales, or staffing/recruitment.
Strong ability to build and maintain long-term client relationships.
Business development mindset with experience in lead generation and closing deals.
Exceptional communication, negotiation, and problem-solving skills.
Proficiency in CRM, ATS, or recruitment-related software is a plus.
Highly organized with the ability to manage multiple clients and hiring needs.
$52k-88k yearly est. 23d ago
Client Relationship Manager
Sun Life Financial 4.6
Relationship manager job in Milwaukee, WI
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.
The opportunity: As a Client RelationshipManager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency.
You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution.
How you will contribute:
* Establish and maintain excellent working relationships with both internal and external partners
* Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
* Conduct consistent, proactive education and outreach communication with external partners
* Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
* Demonstrate success in negotiation, persuasion, and solutions-based service across departments
* Oversee issue resolution, identify root causes, and participate in creating solutions
* Manage the ongoing lifecycle and renewal process for your assigned block of business
* Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
* Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
* Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
* Act as a liaison between the home office and the Distribution team
* Use Salesforce to manage business and document all relevant customer and broker activities
* Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
* Partner with CRE on projects representing the Client Success Organization
What you will bring with you:
* Ability to work with a diverse range of people.
* Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
* Exceptional communication skills and strong relationship-building abilities
* Proven success in negotiation, persuasion, and solutions-based service
* Strong record of effective customer service
* Excellent organizational and prioritization skills
* Ability to work in a fast-paced environment, managing multiple priorities
* Critical thinking skills and autonomous work capability
* Proficiency in Microsoft Office suite, especially Excel
* Experience with CRM tools, particularly Salesforce
* Strong presentation and interpersonal skills
* Effective listening and note-taking abilities
* Results-oriented mindset and superior collaboration skills
Salary:
$63,000-$94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 12d ago
Regional Relationship Manager
Tri City National Bank 4.2
Relationship manager job in Menomonee Falls, WI
Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.
The Regional RelationshipManager is responsible for managing sales growth and opportunities across multiple Tri City branch locations. The Regional RelationshipManager will be responsible overseeing a portfolio of clients and develop new business from an existing customer based within an assigned region of branches. The Regional RelationshipManager will partner with the Regional Development Officer, along with other business partners, to be the face of Tri City National Bank for the customer base and communities of their assigned region.
Responsibilities
Expand on the relationships and grow business from customers within existing portfolio and assigned region of branches
Establish and maintain strong customer relationships and business partnerships
Own the relationship with the customer - be the face of Tri City - serve as the lead point of contact for all customer management matters
Identify, pursue, and grow opportunities within portfolio based on customer needs
Collaborate with other business lines (Commercial Banking, Mortgage Lending, Business Services) to grow services and profit
Accompany Branch Managers, Relationship Bankers, Regional Development Officers, and other business partners on business-to-business visits to bridge communication and build relationships
Develop branch frontline staff on effective sales techniques and calling strategies
Provide support for branch sales campaigns
Work with marketing and social media team to effectively market to customers and potential customers
Perform any additional duties, special projects and responsibilities as assigned
Qualifications
Bachelor or Associate degree preferred, or equivalent bank work experience
Minimum of 3-5 years of bank/sales experience
Strong analytical skills
Proven ability to multi-task multiple projects at a time, while maintaining a focused attention to detail
Ethical team player
Proven leadership qualities
Ability to proactively solicit new business
Thorough knowledge of the Bank's products and services
Thorough knowledge of regulatory, policy and compliance issues
Proven background in sales and sales management practices
Excellent listening, negotiation, and presentation skills
Strong verbal, written and communicative skills
Above average written and verbal communication skills
Takes ownership of issues and exhibits strong problem-solving skills
Experience with branch operations
Experience with consumer lending-including first mortgage origination a plus
Why Join Us:
Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
Celebration of Success: Join a team that values and celebrates individual and collective achievements.
Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
Great Employee Benefits that start on the 1st of the month after your hire date!
Part-Time:
401(k) with company match**
Up to 20 hours of paid vacation after 6 months
Full-Time:
401(k) with company match
Tuition reimbursement
Medical, dental, and vision coverage
Paid vacation and more!
Equal Opportunity Employer/Veterans/Disabled
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at ************ or ************
(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)
$67k-98k yearly est. Auto-Apply 32d ago
Associate Relationship Manager
HSA Bank 4.5
Relationship manager job in Milwaukee, WI
At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.
Are you ready to join us?
JOB SUMMARY:
The Associate RelationshipManager (ARM) assists and partners with a designated team of Senior and Strategic RelationshipManagers to facilitate the completion of the back-end tasks and client requests in a timely fashion. Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.
JOB RESPONSIBILITIES:
Account Management of priority C clients of aligned RelationshipManager client portfolio
“Back end” management of priority A&B clients for aligned RelationshipManager client portfolio
Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from RelationshipManagerManages the submission and confirmed completion of Sales force cases for aligned RelationshipManager client portfolio
Achieve defined response score in ARM survey
Grow Accounts and Balances for assigned book of C clients with oversight from the RelationshipManager
Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from RelationshipManager
Provide or coordinate product training as required to clients to ensure effective utilization of services
Build trusted relationships with client executives through relationship building activities
Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
Follows through with meeting identified needs and/or escalates to management level
Handles confidential and non-routine information
Maintains confidentiality of all corporate, client, and research matters
Presents HSA information in a group setting
Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth
Tracks activity in Salesforce
Perform other duties as assigned by management
Travel - 5%
EDUCATION & EXPERIENCE
High School / GED required.
BS preferred
2+ years of related experience of Employee Benefits, CDHP
2+ years of relationshipmanagement/account management/executive experience
JOB SKILLS / KNOWLEDGE:
Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
Keen ability to interact with clients at all levels of their organization.
Excellent interpersonal skills needed.
Energetic, results-oriented professional.
Must be ""take charge"" type that can effectively problem solve.
Possesses the ability to maintain the strictest confidentiality of company and customer information.
Attention to detail and demonstrates high organizational skills
Consistent and accurate
The estimated salary range for this position is $52,000USD to $60,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-BY1
#LI-REMOTE
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
$52k-60k yearly Auto-Apply 35d ago
IT Business Relationship Manager - Supply Chain
Brunswick Boat Group
Relationship manager job in Menomonee Falls, WI
Are you ready for what's next?
Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation.
Position Overview:
The IT Business RelationshipManager (BRM) serves as a strategic liaison between Navico Group's Supply Chain Operations and the IT organization, ensuring technology initiatives are aligned with business goals and deliver measurable value.
This role requires deep understanding of supply planning systems and the ability to drive cross-functional collaboration to deliver impactful technology solutions. The role combines business acumen with technical insight to identify opportunities for transformation, drive innovation, and support the realization of strategic outcomes.
At Brunswick, we have passion for our work and a distinct ability to deliver.
Essential Functions:
Serve as the primary bridge between Navico Group's Supply Chain leadership and operational teams, IT, and support organizations-managing day-to-day escalations, advising leaders on innovation opportunities, and ensuring alignment with target architecture and platforms.
Collaborate with stakeholders to develop IT proposals and business cases, defining scope, ROI, risks, mitigations, resource needs, and financial requirements in partnership with portfolio management and IT teams.
Represent the voice of the business within IT by articulating functional and non-functional requirements, validating solution alignment with business goals and technology roadmaps.
Partner with Supply Chain leadership to develop and execute IT roadmaps that support business objectives
Offer insights into industry trends, functional best practices, and innovation opportunities to guide business and technology decisions.
Analyze and validate information to ensure it meets both business and IT objectives, challenges assumptions and identify optimal solutions.
Leverage relationships to maintain a forward-looking view of capability development across people, processes, and technology.
Lead and make decisions effectively in environments of uncertainty, ensuring progress and clarity in complex situations.
Diversity of thought and experiences is fundamental when imagining the unimaginable. Certain skillsets/experiences are necessary; however, others can be developed along the way.
Required Qualifications:
Bachelor's degree in business, Information Systems, Computer Science, Supply Chain Management, or a related field.
7+ years of experience leading business initiatives and IT projects, including designing and delivering technology solutions across global or multi-division environments.
5+ years of hands-on experience with supply planning systems with manufacturing environments
Deep expertise with supply planning systems and strong understanding of ERP systems
Comprehensive understanding of end-to-end supply chain processes including demand planning, supply planning, procurement, manufacturing, and distribution
Knowledge of inventory optimization, production scheduling, and capacity planning
Strong collaboration and relationship-building skills across multiple levels and functions, with the ability to influence in a matrixed organization.
Excellent communication skills-able to translate complex or technical concepts into clear, actionable insights for diverse audiences.
Strategic thinker with strong business and technology acumen, focused on delivering measurable value.
Self-motivated and resilient, with the ability to work independently and lead through ambiguity and change.
Proven ability to manage multiple priorities in a fast-paced environment while maintaining a customer-centric mindset.
Preferred Qualifications:
Experience with platforms such as ServiceNow, ERPs (Oracle, Syteline, Dynamics), Planning applications (O9/Oracle Demand Management), Smartsheet, and/or DevOps.
Background working with Supply Chain Team-particularly in collaboration with receiving, inventory management, distribution functions and systems.
Strong understanding of the Supply Chain including demand planning, inventory management, distribution and logistics landscape, including emerging technologies, industry standards, solution architectures, and vendor ecosystems.
Knowledge of emerging technologies such as AI/ML and IoT in supply chain applications
Previous experience in manufacturing company with complex, multi-site operations
Ability to communicate business needs and technical concepts clearly and succinctly, using language that resonates with non-technical stakeholders.
Working Conditions:
This is a hybrid role with a 3 day a week onsite requirement.
Travel required 5-10% of the time.
Will be in an office environment with occasional visits to our operations and manufacturing locations.
The anticipated pay range for this position is $103,200 - $144,000, annually. The actual base pay offered will vary depending on multiple factors including job-related knowledge/skills, relevant experience, business needs, and geographic location. In addition to base pay, this position is eligible for an annual discretionary bonus. This position is also eligible for an award target as part of Brunswick's long-term incentive program.
At Brunswick, it is not typical for an individual to be hired at or near the top end of the salary range for their role. Compensation decisions are dependent upon the specifics of the candidate's qualifications and the business context.
This position is eligible to participate in Brunswick's comprehensive and high-quality benefits offerings, including medical, dental, vision, paid vacation, 401k (up to 4% match), Health Savings Account (with company contribution), wellbeing program, product purchase discounts, and much more. Details about our benefits can be found here.
Why Brunswick:
Whatever tomorrow brings, we'll be at the leading edge. As the clear leader in the marine industry, we're committed to our values and supporting our exceptional people. We offer and encourage growth opportunities within and across our many brands. In addition, we're proud of being recognized for making a splash with numerous awards!
About Brunswick:
Brunswick Corporation is a leader in the marine industry, and we're looking for people just like you to take part in the movement towards better boating for all. We rely on the thoughtful input of people from all backgrounds to create compelling, innovative products for our customers around the globe. As such, diversity, equity, and inclusion are priorities in the enduring culture of our company. As a world leader in emerging recreational products and technologies, when you join our team, you become part of some of the most innovative, forward-looking brands in the marine industry today.
Next is Now!
We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying.
Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support.
For more information about EEO laws, - click here
Brunswick and Workday Privacy Policies
Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************.
All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************.
#Brunswick Corporation
$103.2k-144k yearly Auto-Apply 14d ago
Business Relationship Manager - Industrial
Tata Consulting Services 4.3
Relationship manager job in Milwaukee, WI
This position is part of TCS's IoT and Digital Engineering Service Line, focusing on driving business growth for customers in Industrial Machinery Industry segment such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc. The associate will have to be a "Hunter" and develop revenue-producing relationships with decision-making CxO level executives at targeted accounts / logos, as well as drive the sales cycle of all assigned / generated sales opportunities from initial prospect communication through contract execution. The candidate would be the single point of contact for the customers and drive sales, manage this high-value account, and build partnerships for services spanning across product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, and drive sales while collaborating with cross-functional teams to create business opportunities and enhance value for clients.
Key Responsibilities:
* Lead, Sell and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services.
* Drive pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients.
* Work with Regional sales teams to acquire new Logos for IOT&DE Business for TCS.
* Provide domain expertise to help shape the solutions, proposal creation and value articulation to customers.
* Carry out market analysis and lead business planning and strategic sales activities.
* Actively engage in the marketplace to drive awareness of our IoT & Engineering solutions with targeted clients - tradeshows, research-led thought leadership, client roadshows and workshops, etc.
* Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships.
* Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership.
* Monitor account performance, lead business reviews, and support relationshipmanagement to expand service footprint.
* Represent the company at industry events and build visibility through thought leadership and client engagements
Must-Have Skills:
* Strong domain experience in Industrial Segment, such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc.
* Proven Sales and Client relationship experience in US Region
* Exceptional communication and stakeholder management skills.
Qualifications:
* Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of business development experience in shaping & selling large scale technology solutions.
* Experience and deep domain knowledge Industrial Machinery Customers - such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc.
* Experience of positioning offerings, developing and presenting proposals, value propositions, business cases and complex deal structuring.
* Strong technical skills with ability to engage customers with "consultative selling" is essential.
* Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry.
Salary Range: $150,000-$174,000 a year
#LI-MG2
$150k-174k yearly 16d ago
Business Banking Relationship Manager (RM)
Johnson Financial Group 3.9
Relationship manager job in Kenosha, WI
The Business Banking RelationshipManager (RM) is responsible for delivering a best-in-class experience for business clients and developing revenue growth by generating, managing, and growing quality, profitable business loans, deposits, and fee-based relationships. The RM's primary focus is to proactively connect and consult with current and prospective clients in developing solutions to meet all of their financial services needs.
KEY RESPONSIBILITIES
Position Specific Responsibilities
* Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services.
* Responsible for developing and maintaining quality client and Center of Influence (COI) relationships. Hold regular meetings with business owners and senior executives to develop rapport with decision makers and determine appropriate banking and lending solutions so JFG is viewed as the primary provider, value-added, and trusted financial services partner.
* Perform timely analysis of client financial statements to determine appropriate credit capacity, leverage, and cash flows sufficient to repay debt obligations. Negotiate and review all loan documentation.
* Responsible for completing timely banking and credit renewals, annual client reviews, and collecting/reviewing financial statement requirements. Develop and maintain a high-quality deposit and loan portfolio and deepening relationships across other lines of business
Sales - Advising and Servicing Clients
* Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
* Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
* Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
* Expand new and existing relationships by advising and recommending appropriate solutions that will delight our clients and exceed their expectations.
* Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business - Banking, Wealth and Insurance
* Meets or exceeds client retention goals.
* Perform proactive customer needs assessments on a regular basis.
* Give persuasive sales presentations and tailors delivery and material to meet audience needs.
* Applies sound judgment, innovation and appropriate creativity in management of client relationships.
* Participate in an active and meaningful role in a community or industry organization.
Job Requirements
* Bachelor's degree preferred
* 5-8 years business banking experience highly desired
* Proven credit skills paired with a successful sales track record
* Strong ability to prospect clients through relationship building
Come as you are.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
$73k-90k yearly est. Auto-Apply 23d ago
Bank Chief Experience Officer - Milwaukee, WI - Job 3658
The Symicor Group
Relationship manager job in Milwaukee, WI
Bank Chief Experience Officer - Milwaukee, WI - Job # 3658Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Bank Chief Experience Officer role based in the greater Milwaukee, WI market. The selected candidate will be Responsible for setting the strategy of the bank's experience. Executes strategic initiatives focused on attracting, retaining and expanding relationships. Directs a team of leaders that oversees the branch network, service center, digital banking, marketing, the investment center, and deposit strategy and analytics. Builds strong internal collaboration with the lending, operations and functional business units. As a senior leader of the bank, ensures the overall strategic plan is fulfilled through the experience channels. Bank Chief Experience Officer responsibilities include:
Sets the strategy for the bank's experience to ensure service optimization and customer satisfaction. Continually analyzes and evaluates the effectiveness of deposit products and services.
Ensures the bank's sales, service and marketing operations are evolving in accordance with established policies, procedures and legal requirements.
Provides innovative strategies to grow the success of the digital customer experience.
Directs the strategy of the Investment business, working closely to identify areas of opportunity and ensure the customer experience is consistent.
Champions the customer experience and associate perspectives in the company's strategic decision-making processes.
Serves on the executive team contributing to the bank's short and long-term planning. Develops and executes on the customer relationship strategy.
Regularly attends community events and engages in outreach to understand and provide appropriate products and services in areas served.
Collaborates with all lines of business to promote products and services consistent with the brand.
Develops leadership, including hiring, training, performance management, and coaching and development.
Prepares for examinations and audits and addresses findings with priority and action.
Provides strategic oversight to the bank and presents to the Board of Directors regularly.
Performs other duties as assigned.
Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience:
Bachelor's degree in Business or related field. Master's degree preferred.
10+ years of sales management, marketing, and channel development experience with a preference in the financial services industry.
Proven accomplishment in creating an exceptional customer experience across multiple channels.
Experience in developing quality service standards and executing to successful implementation.
Accomplished in the execution of brand strategy and marketing efforts to fulfill sales objectives in collaboration with other business groups and functions.
Experience leading process improvement efforts resulting in efficiencies and productivity gains.
Experience managing all levels of staff through development of skills, performance management and coaching.
Proven ability to independently organize work, balance multiple priorities and manage a variety of projects in a high volume work environment with strong attention to detail.
Excellent verbal and written communication skills, problem solving skills, and organizational skills.
Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
The next step is yours. Email us your current resume along with the position you are considering to:************************
$58k-81k yearly est. Auto-Apply 60d+ ago
Commercial Banking Spec II
Old National Bank 4.4
Relationship manager job in Milwaukee, WI
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
Job Summary
The Commercial Banking Specialist II works with assigned RelationshipManagers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
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.
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.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - 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:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
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.)
$18.3 hourly Auto-Apply 1d ago
Business Relationship Manager I - Officer
JPMC
Relationship manager job in Racine, WI
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 100-130 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 RelationshipManagement 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
$71k-106k yearly est. Auto-Apply 1d ago
Business Relationship Manager I - Officer
Jpmorganchase 4.8
Relationship manager job in Racine, WI
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 100-130 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 RelationshipManagement 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
$58k-83k yearly est. Auto-Apply 1d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Racine, WI
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$45k-52k yearly est. 2d ago
Bank Manager
Associated Bank-Corp 4.6
Relationship manager job in Mequon, WI
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Bank Manager and lead a dynamic team dedicated to delivering exceptional customer experiences and achieving strong business results. You'll oversee daily branch operations, drive sales and service goals, and develop lasting relationships with customers and your community. This role offers the opportunity to lead with purpose, grow professionally, and make a meaningful impact on your team and the customers you serve.
Key Accountabilities
Lead, coach, and develop branch colleagues to achieve sales, service, and operational excellence.
Manage daily branch operations, ensuring compliance with all policies, procedures, and regulatory standards.
Drive business growth by acquiring new customers and deepening existing relationships through a needs-based approach.
Partner with internal departments to deliver comprehensive financial solutions to customers and prospects.
Recruit, hire, train, and retain high-performing team members who reflect Associated Bank's values and service commitment.
Establish clear branch goals and action plans to meet or exceed performance targets.
Champion change and foster an inclusive, positive work environment that supports collaboration and engagement.
Represent the bank through active community involvement and promote diversity and inclusion initiatives.
Education & Experience
Required
Associate degree or equivalent combination of education and experience
2+ years of sales leadership and/or supervisory experience
2+ years of goals-based sales experience
5+ years of relevant experience in banking or financial services
Preferred
Bachelor's degree in business, finance, or a related field
Proven success in branch management or financial center leadership
Why You'll Love Working Here
At Associated Bank, we believe in developing strong leaders who empower their teams and make a difference in their communities. You'll enjoy professional growth opportunities, a supportive team culture, and the chance to lead initiatives that drive customer and business success. Apply today to take the next step in your leadership journey with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$58,450.00 - $100,200.00 per year
$58.5k-100.2k yearly 3d ago
Client Partner Consultant, DentaQuest
Sun Life 4.6
Relationship manager job in Milwaukee, WI
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.
The opportunity:
Responsible for overall client relationship, satisfaction, and program success. The Client Partner will oversee every element of the contract deliverables, including compliance reporting, financial reporting and service level performance reporting. Also responsible for ensuring effective internal coordination of cross-functional teams and external communication of client requests to ensure client expectations are satisfied.
How you will contribute:
Responsible for on-going, effective communications and service to the current clients via on-site meetings, web-conference calls, and day-to-day interaction.
Provide primary support to DentaQuest leadership for administration of administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFR and contract.
Proactively identify client expectations, communicate expectations to DQ leadership and staff, and ensure expectations requirements are delivered effectively. Proactively resolve issues and strengthen relationships at various professional levels within the client's organization.
Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest.
Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance.
Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion).
Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines.
Perform functions that support timely and accurate reporting to clients.
Responsible for ensuring Office Reference Manuals are kept up to date, corrective action plans are implemented and client audits are organized effectively.
Develops and submits IODs based on CMS, market- or client-specific program requirements.
Manages process for obtaining program requirements, documentation, support and other special requests from clients, providers and other organizations.
Provides regular updates to senior management on internal and external issues affecting market performance.
Represent DentaQuest at health fairs, conferences and advisory meetings through the State.
Utilize leadership, negotiation, conflict resolution, project management, and strategic problem-solving skills.
Other duties as assigned.
What you will bring with you:
Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience.
Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers.
Two years' experience in a supervisory role.
Well-organized and superior organizational, written, and oral communication skills (particularly presentation skills).
Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.
Ability to work independently and as part of a team.
Proficient with general computer software including Microsoft Excel, Word and Outlook.
Proven problem-solving skills.
Ability to make good judgment conclusions based on data available with minimal supervision.
Ability to prioritize and organize multiple tasks with tight deadlines.
Excellent customer service skills.
Up to 50% local travel required.
Salary:
Salary Range: $63,000 - $94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera
n.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 35d ago
Business Relationship Manager Industrial
Tata Consulting Services 4.3
Relationship manager job in Milwaukee, WI
This position is part of TCS's IoT and Digital Engineering Service Line, focusing on driving business growth for customers in Industrial Machinery Industry segment such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc. The associate will have to be a "Hunter" and develop revenue-producing relationships with decision-making CxO level executives at targeted accounts / logos, as well as drive the sales cycle of all assigned / generated sales opportunities from initial prospect communication through contract execution. The candidate would be the single point of contact for the customers and drive sales, manage this high-value account, and build partnerships for services spanning across product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, and drive sales while collaborating with cross-functional teams to create business opportunities and enhance value for clients.
Key Responsibilities:
* Lead, Sell and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services.
* Drive pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients.
* Work with Regional sales teams to acquire new Logos for IOT&DE Business for TCS.
* Provide domain expertise to help shape the solutions, proposal creation and value articulation to customers.
* Carry out market analysis and lead business planning and strategic sales activities.
* Actively engage in the marketplace to drive awareness of our IoT & Engineering solutions with targeted clients - tradeshows, research-led thought leadership, client roadshows, and workshops, etc.
* Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships.
* Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership.
* Monitor account performance, lead business reviews, and support relationshipmanagement to expand service footprint.
* Represent the company at industry events and build visibility through thought leadership and client engagements
Must-Have Skills:
* Strong domain experience in Industrial Segment, such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc.
* Proven Sales and Client relationship experience in US Region
* Exceptional communication and stakeholder management skills.
Qualifications:
* Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of business development experience in shaping & selling large scale technology solutions.
* Experience and deep domain knowledge Industrial Machinery Customers - such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc.
* Experience of positioning offerings, developing and presenting proposals, value propositions, business cases, and complex deal structuring.
* Strong technical skills with ability to engage customers with "consultative selling" is essential.
* Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry.
Salary Range: $150,000-$174,000 a year
#LI-MG2
$150k-174k yearly 16d ago
Business Relationship Manager
Brunswick Boat Group
Relationship manager job in Menomonee Falls, WI
Are you ready for what's next?
Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation.
Job title: Business RelationshipManager
Reference #: ND076083
Location: N85W12545 Westbrook Crossing, Menomonee Falls, WI 53051
Wage: $118,976
Job duties:
Acts as the bridge between the functional/business teams, technical teams and support teams including day-to-day escalations, general guidance to Navico Group leaders on the “art of the possible”, and partnering with technology resources to fully realize benefits of target architecture and platforms. Partner with key stakeholders to create and process IT initiative proposals or business cases, collaborating with business stakeholders, portfolio management, and IT resources to define scope, ROI, risks & mitigations, major components of work, staffing requirements, and financial needs. Serve as internal voice of the customer as needed by articulating business needs; validate functional and non-functional requirements are met by any proposed solutions as well as confirming alignment to technology roadmaps. Align strategic and tactical business objectives for Navico Group with corresponding IT objectives and long-term roadmaps. When necessary, Project Lead/Manage initiatives that require full lifecycle execution from ideation to solution execution. Provide insights and thought leadership on industry/functional trends and best practices to guide business priorities and technology decisions. Critically evaluate the information gathered to ensure it meets the needs of the business area as well as IT goals.
Referral Policy: This position qualifies for Brunswick's internal referral policy.
Job Requirements:
Requires a Bachelor's degree in Information Systems, Computer Science, Information Management, a related field, or a foreign equivalent. Must have 3 years of experience in job offered or related occupation. Must have 3 years of experience in the following skillsets: Experience facilitating the development and implementation of business initiatives and projects based on organization objectives; creating technology solutions to solve business problems; working with third parties to enhance/enable delivery for the business; with ServiceNow, DevOps, or JIRA; in data and analytics, supply chain and operations with demonstrated examples digital transformation; and in the IT industry, including with emerging technologies and trends, industry standards, solution architecture and vendor landscape. Telecommuting work permitted; Position may work in various unanticipated location throughout the U.S.
Next is Now!
We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying.
Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support.
For more information about EEO laws, - click here
Brunswick and Workday Privacy Policies
Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************.
All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************.
#Brunswick Corporation
$119k yearly Auto-Apply 48d ago
Commercial Banking Spec II
Old National Bank 4.4
Relationship manager job in Milwaukee, WI
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
Job Summary
The Commercial Banking Specialist II works with assigned RelationshipManagers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
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.
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.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - 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:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
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!
How much does a relationship manager earn in Milwaukee, WI?
The average relationship manager in Milwaukee, WI earns between $52,000 and $109,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Milwaukee, WI
$75,000
What are the biggest employers of Relationship Managers in Milwaukee, WI?
The biggest employers of Relationship Managers in Milwaukee, WI are: