Post job

Relationship manager jobs in Noblesville, IN - 922 jobs

All
Relationship Manager
Business Relationship Manager
Account Manager
Relationship Account Manager
Commercial Banker
Client Manager
Client Partner
Senior Relationship Manager
Senior Banker
Route Sales Manager
Bank Manager
Senior Client Manager
National Sales Manager
Bank Officer
Client Success Manager
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Indianapolis, IN

    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
    $42k-48k yearly est. 7d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Senior Client Manager

    Arthur J. Gallagher & Company 3.9company rating

    Relationship manager job in Carmel, IN

    You will manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates Utilizing Gallaghers resources and tools, you will create effective client deliverables You will resolve service-rela Manager, Client Service, Senior, Benefits, Client Relations, Business Services
    $91k-150k yearly est. 3d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Carmel, IN

    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) Qualification 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 manage relationships 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 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. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations
    $100.5k-270.3k yearly 7d ago
  • National Sales Manager

    Crazy Skates USA

    Relationship manager job in Indianapolis, IN

    Comp: $75,000 Base | $145,000+ OTE (Uncapped) Travel: 30% - 50% National 🚀 ARE YOU A BUILDER OR A CARETAKER? If you're looking for a comfortable desk job managing an existing spreadsheet, keep scrolling. At Crazy Skates USA, we don't need someone to maintain our current momentum; we need a Hunter-Architect to accelerate it. We have the product, the warehouse, and the brand legacy. Now, we need the leader to design our North American sales roadmap and execute it from the ground up. THE MISSION You won't just be "making calls." You will be the architect of our growth: Write the Playbook: Design and deploy our 12-month national sales strategy. The Hunt: Identify, pitch, and secure new high-value dealer networks and specialty retailers. Lead the Fleet: Recruit and manage a national team of Independent Sales Reps (1099s) to scale your vision. Boots on the Ground: Spend 30-50% of your time in the field, representing the brand at industry events and closing the deals that others can't. Data-Driven Execution: Build out our CRM infrastructure to turn raw leads into a repeatable revenue machine. WHY CRAZY SKATES USA? We believe in a High-Floor, High-Ceiling philosophy. We provide the foundation so you can take the aggressive risks required to win. Guaranteed Base: $75,000/year. Year 1 Bridge Bonus: Up to $10,000 in Foundational MBOs (Management by Objectives) to reward you for building the infrastructure. Uncapped Upside: 2% - 5% commission tiers for new business. You write your own paycheck. The "General's Fee": A 1.5% management override on all revenue generated by your independent rep network. Health & Wealth: A monthly tax-free healthcare stipend (ICHRA) after 90 days, plus 401(k) access. WHO YOU ARE The Hunter: You have 5+ years of sales management experience (Action Sports or Sporting Goods experience is a massive plus). The Professional: You view sales as a strategic discipline, not just a numbers game. The Office-First Leader: You thrive in a high-energy, collaborative office environment. No remote work, no distractions. The Road Warrior: You are excited to be in the field 30-50% of the time, building real relationships. THE 90-DAY PROMISE We aren't interested in "settling in." Within your first 90 days, you will have audited our dormant accounts, presented your finalized National Roadmap, and secured your first 5 Tier-1 dealer wins. In return, we provide a path to $150k+ OTE and a seat at the leadership table. READY TO RUN? Apply today. Include a brief note on why you're the right person to build our strategy from scratch. Crazy Skates USA is an Equal Opportunity Employer. We value grit, strategy, and results.
    $75k-150k yearly 1d ago
  • Relationship Mgr/Com. Loan Officer I

    Citizens State Bank 3.4company rating

    Relationship manager job in Carmel, IN

    The perfect candidate will have a passion for supporting Women Owned Small Businesses across all of our locations and act as a resource and advocate for women entrepreneurs, connecting them with relevant resources and technical assistance. This position, actively develops and interviews commercial loan applicants and makes credit recommendations. Processes loan applications, prepares appropriate documentation, maintains customer relationships, and manages a portfolio of commercial loans. Manages the loan throughout its term. Primary Duties: Business Development: Actively develops commercial loan portfolio. Markets bank products to individuals and firms, promoting bank services that may meet the customer's needs. Works with clients to identify their financial goals and to find ways of reaching those goals. Participate in community initiatives and networking events to promote the bank's services and build connections with women entrepreneurs and support organizations. Works closely with Business Development Officers to support the Bank's Women's Initiative- to support women owned small businesses Relationship Management: Maintains customer relationships and manages a portfolio of commercial loans. May assist with or coordinate collection efforts, facilitate the resolution of customer problems, and engage products experts as needed Develop and maintain strong relationships with women entrepreneurs, understanding their business needs and challenges Loan Origination/Documentation: Meets with applicants to obtain information for loan applications and to answer questions about the process. Analyzes applicant financial status, credit and property evaluations to determine feasibility of granting loans. Submits applications to credit analysts for verification and recommendation. Structures loans within loan policy and reviews documentation prior to closing for completeness. Loan Management: Stays abreast of new types of loans and other financial services and product to better meet customer's needs. Monitors loan portfolios, managing collections and resolving loan exceptions Provides special services such as investment banking for clients with more specialized needs. Ensures timely loan closings and funding activities Compliance: Ensures compliance with banking regulations and Citizens State Bank internal policies Education and Experience: Passion for supporting women entrepreneurs, with a genuine interest in empowering women owned businesses and contributing to their success Excellent Relationship Building skills, with the ability to build long-term relationships with clients Bachelor's degree in business, finance or equivalent related field experience preferred. Minimum of two years loan experience. Strong knowledge of commercial products, credit policies, procedures and terminology Strong understanding of financial analysis and loan underwriting Excellent verbal and written communication skills, with the ability to present and explain financial information effectively Citizens State Bank also offers the following benefits: Medical, Dental, Vision, Health Savings account Employer paid life insurance Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts Short- and Long-Term disability (employer paid after 1 year) 401K retirement savings with employer match Employee Relief Fund Tuition reimbursement Employee Assistance Program Company Logo Wear Paid Time Off, Holidays, Volunteer, Bereavement Citizens State Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, religion, national origin, ethnicity, citizenship, sexual orientation, gender identity, age, marital status, physical or mental disability, genetic information, military status, or protected veteran status. Citizens State Bank complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination. Citizens State Bank is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
    $72k-111k yearly est. Auto-Apply 13d ago
  • Internal Relationship Manager

    Group 1001 4.1company rating

    Relationship manager job in Zionsville, IN

    Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: The Internal Relationship Manager is responsible for relationship management initiatives and responsibilities in the Independent Marketing Organization (IMO) distribution channel of Delaware Life Marketing, LLC. This position will foster the promotion, sale and support of Delaware Life annuity products in the IMO Channel and will be responsible for managing, directing and monitoring the overall relationships relating to the organization. How You'll Contribute: The Internal Relationship Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC). This individual will work closely with Internal Sales Account Specialists, National Account Managers, Delaware Life Marketing, and Operations to ensure that our intermediary customers' needs are met. Regular, proactive sales outreach to prospective and existing relationships - expectation that outbound/outward facing client activity accounts for 50%+ of this role Schedule and conduct virtual product/company presentations to prospective agents and IMO marketers Ability to travel and present independently at IMO, Sub-IMO and large agency offices/conferences Establish and grow relationships with IMO sales and back office / operations personnel. What We're Looking For: Bachelor's Degree or equivalent experience required Experienced presenter with strong oral and written communication skills 5+ years of relevant experience in the Annuity industry (Insurance Carrier distribution/sales or IMO distribution/sales experience strongly preferred) Salesforce experience preferred Spreadsheet proficient (Microsoft Excel functions/formulas) Active State Life and Health licenses preferred or obtain within 45 days of hire Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-JL1
    $64k-97k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager

    Global Payment Holding Company

    Relationship manager job in Indianapolis, IN

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. Outside Sales Executive, Payment TechnologyAbout Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We're a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you're passionate about helping business owners thrive-and you love selling technology that transforms the way they run their operations-join our dynamic, growth-minded team. Together, we'll shape the future of commerce. Job Summary As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius , our industry-leading Point of Sale and payment platform. You'll manage the full sales cycle-from prospecting and lead generation to running demos, negotiating, and closing deals. You'll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You'll Do Sell Genius and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius helps businesses streamline payments, improve operations, and increase customer loyalty. Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. Strong communication, presentation, and negotiation skills-comfortable selling both face-to-face and virtually. High energy, self-motivated, and competitive-driven to exceed targets. Professional presence and genuine ability to connect with business owners. Familiarity with the restaurant or retail industries is a plus. Valid driver's license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications Must be 18 years or older. High school diploma or GED required; college degree preferred. Two or more years of relevant B2B sales experience. Must live within the geographic area of the posting. Compensation Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000+ Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Your total compensation depends on your performance, skills, and territory-your success is in your hands. Benefits Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at Global Payments Benefits. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Global Payments is an Equal Opportunity Employer. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
    $40k-100k yearly Auto-Apply 20d ago
  • Commercial Lending Relationship Manager

    Saige Partners

    Relationship manager job in Indianapolis, IN

    Job Description We strive to be Your Future, Your Solution to accelerate your career! Contact Shawn Recker at ************************* or you can also schedule an appointment at to learn more about this opportunity! This is a Direct Hire role. Commercial Lending Relationship Manager The Commercial Lending Relationship Manager is responsible for managing a portfolio of commercial loan relationships while actively generating new business. This role requires demonstrated experience in commercial lending, strong relationship-building skills, and the ability to grow and retain a client base. The organization offers a professional, growth-oriented environment designed to support continuous skill development and career advancement within the banking industry. Key Responsibilities Develop new commercial banking relationships through proactive business development and networking Manage and expand an existing portfolio of commercial loan customers Evaluate loan requests and approve credits within assigned authority or present recommendations to management Analyze financial statements and credit data to assess borrower risk and repayment capacity Structure and negotiate loan terms and credit conditions that meet both client needs and bank policy Provide ongoing service and support to ensure customer satisfaction and retention Maintain compliance with all bank policies, procedures, and regulatory requirements Qualifications Bachelor's degree in business, finance, or a related field Minimum of two years of experience in commercial lending Proven ability to generate new business and retain long-term client relationships Strong verbal and written communication skills Professional appearance and demeanor Solid knowledge of commercial lending services, bank products, and credit structures Working knowledge of loan documentation, banking regulations, and internal credit policies Strong analytical skills with the ability to assess borrowing needs and identify repayment sources Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at ***********************************
    $60k-89k yearly est. Easy Apply 60d+ ago
  • Commercial Banking Relationship Manager

    Stock Yards Bank & Trust 4.7company rating

    Relationship manager job in Indianapolis, IN

    Job Title: Commercial Banking Relationship Manager FLSA Status: Exempt Department: Commercial Lending Hours of Operation: Full-Time (flexible start time), approx. 45 hours per week Oversees and manages commercial loan portfolio and develops new business. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: Solicit business from prospective customers and current customer base Evaluate loan requests and approve loans within authority or make loan recommendations to management Analyze financial and credit condition of applicants and determine loan payment capabilities Negotiate credit terms and conditions Service and retain existing customer base Minimum Job Requirements: Education: BA/BS in business, finance or related field Experience: Minimum of two years of experience in Commercial Lending Proven ability to develop and retain business Good communication skills Professional appearance and demeanor Knowledge of lending services and bank products Knowledge of loan, bank and regulatory policy Ability to analyze loan requests and determine borrowing need and repayment sources Physical Requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office or remote office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
    $62k-87k yearly est. 19d ago
  • Relationship Manager

    Home Bank SB 4.3company rating

    Relationship manager job in Plainfield, IN

    SCOPE The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed. AREA OF RESPONSIBILITY: Customer Service Provides excellent customer service to both internal and external customers Provides individual customized services to customers Learns about customers' financial situations and needs and provides advice about the bank's products and services Works with customers to help them establish new accounts Works with customers to provide for consumer lending needs Works with customers to provide support across all digital banking channels Provides customers with account updates on a timely basis Assists other bank staff in helping customers as needed COMPETENCIES: Communicating Communicates in a straightforward and assertive fashion Updates relevant people with timely information Listens carefully to what others are saying Respects and considers all opinions, even counter-opinions Demonstrating Integrity Assumes responsibility for mistakes and failures Demonstrates consistency between what is said and what is done Behaves according to sound ethical and legal standards Working with Others Is respectful of others Balances individual goals with team goals Builds and maintains productive relationships with people throughout the organization Adapting to Change Maintains composure in frustrating situations Demonstrations flexibility in working with others Adapts to help others adapt to change Client Service Effectively responds to customer needs Answers customer questions and fully addresses their concerns Quickly and practically solves customer's problems Demonstrates appropriate discretion; keeps confidential information private Representing the Bank Demonstrates good interpersonal communication and presentation skills Manages difficult customer situations and treats others with respect Maintains a neat and professional appearance Professional Excellence Demonstrates a consistently high level of professional judgment Provides customers with accurate and reliable financial information Demonstrates strong customer service and communication skills Maintains independent and objectivity in carrying out job responsibilities Business Development Develops strong relationships with existing customers Projects a good impression of the bank and its integrity Uses contacts in the business community to produce business for the bank Can think quickly and develop practical solutions to problems Cross-sells the bank's products and services to customers Refers bank customers to specialists in other product areas, as needed JOB KNOWLEDGE: General business and financial knowledge Relationship Manager job knowledge Knowledge of department-related financial services regulations and compliance Knowledge of fraud: prevention and detection Knowledge of lending and lending policies and procedures Strong knowledge of the company's products, services and policies Knowledge of payment systems and ACH as well as their applicable regulatory requirements COMPLIANCE All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures. SUPERVISORY RESPONSIBILITIES This position does not require supervisory responsibilities. WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. POSITION TYPE This is a full-time position. Days and hours of work are Monday through Friday, 8:00am to 6pm and Saturday 8:00am and 12:00 pm. This position may require long hours and frequent weekend work. TRAVEL Travel is not expected for this position. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. EDUCATION AND OTHER REQUIREMENTS: High School diploma or equivalent. 2-3 years customer service/sales experience. This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
    $62k-91k yearly est. 60d+ ago
  • Grower Relationship Manager

    Beck's Hybrids 3.5company rating

    Relationship manager job in Atlanta, IN

    This position is in charge of managing contract soybean and wheat growers for Beck's. This position is authorized to perform the steps necessary to ensure that Beck's produces the highest quality and ample quantities of soybean seed in an efficient and effective manner. As a member of the Beck's Family of employees, all full-time employees are eligible for a generous benefits package: Health benefits including two medical plan options and company HSA contributions, dental, vision, employer paid life/AD&D for you and your dependents, disability insurance, and access to an onsite Nurse Practitioner 401k plan match & company sponsored pension plan and access to a Financial Advisor to help you manage your retirement savings Paid time off, Paid Holidays, Wellness Programs, & Corporate Discounts Company Christmas Party, Free Lunch, Two Hundred Dollar Merchandise Allowance, & Much More Responsibilities Monitor all quality reports on soybeans and wheat from harvest through final bagging. Manage all contract soybean and wheat growers to ensure that the right seed is grown and that quality is kept at peak levels. Communicate with the Processing Manager and/or Soybean and Wheat Grower Director to schedule processing of soybeans and wheat. Communicate with Soybean and Wheat Grower Director to ensure proper selection of fields for planting soybeans and wheat. Monitor all quality reports on wheat from harvest through final bagging. Establish and maintain relationships with new and current growers. Assist in all aspects of grower relations including contracts, acreage allocation, and field quality issues as they arise throughout the season. Assist in training and educating growers in the policies and procedures required in seed production to provide highest quality seed. Collaborate with various agencies to assure all standards are met for seed quality. Maintain current knowledge on planting and harvesting practices as well other environmental issues related to all phases of seed production such as disease, insects, weeds, etc. Perform other related duties as may be required by the Processing Manager or Soybean and Wheat Grower Director. Spend some time out in the sales territory observing the quality and appearance of Beck's seed at the contract and remote processing sites. Job Requirements 1. Education and training: Bachelor of Science in an agricultural related field preferred. Must possess and maintain a valid driver's license and insurable driving record as determined by Beck's automobile insurance policy. 2. Technical knowledge: Basic mechanical skills. Ability to perform mathematical computations. 3. Characteristics for Success: Commitment to the mission of Beck's Hybrids, specifically, to provide our customers with the best seed quality Excellent interpersonal skills A demonstrated commitment to high professional ethical standards Ability to look at situations from several points of view Has a positive attitude Integrity Innovation Passion Adaptability Teamwork Commitment Ability to exercise judgment 4. Travel and hours of work: Overnight travel may be required based on project needs at Beck's regional locations and may vary in duration of time. 5. Experience: Three (3) years field planting experience. ** In an effort to provide a safer, drug-free workplace for employees, all full-time applicants to whom offers of employment are made must submit to a drug test and background check, subject to applicable local, state, or federal laws or regulations. Employment at Beck's is contingent upon passing these pre-employment screenings.
    $65k-98k yearly est. Auto-Apply 50d ago
  • Client Partner - Healthcare & Lifesciences

    Fidius Advisory

    Relationship manager job in Indianapolis, IN

    Our client, a top-tier Global Data & Analytics firm, is growing its Healthcare & Lifesciences practice and looking for experienced Client Partners (Director+) in the USA. In this role, you will engage with key enterprises in the Healthcare & Lifesciences sector, driving strategic relationships and business growth. The ideal candidate will have 15-20 years of deep industry experience and a strong track record in client engagement. Responsibilities include leading account expansion, fostering client partnerships, and developing innovative Data & Analytics solutions tailored to client needs. For more details about this role, please reach out to ************************************
    $108k-175k yearly est. Easy Apply 60d+ ago
  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in Indianapolis, IN

    Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
    $136k-170k yearly 34d ago
  • Client Partner

    Eimagine 3.5company rating

    Relationship manager job in Indianapolis, IN

    At eimagine, we know that your best work happens when you live your best life and share your unique talents, so we do everything we can to be intentional in a remote enabled environment to make that possible. Recognized as a Best Places to Work since 2015, we are a team of humbly confident people who are proud of their craft, continuous learners, and have been known to cheer loudly for our teammates. For over 24 years we have been helping clients navigate technology and business change, while staying committed to delivering value & outcomes that enables their success. Due to our growth, we are seeking a talented Client Partner who will be responsible for identifying ways that eimagine can help solve client business problems through positioning project-based, staff augmentation and product sales solutions. Successful candidates must be able to converse with C-level IT and business executives, VPs, Senior Directors and Managers who have complex business challenges that need to be addressed. The ability to be resourceful, detail-oriented, and self-directed, with a passion for understanding their clients' businesses is a must. Outstanding listening skills, genuine interest in fostering teamwork, a willingness to provide honest feedback, and extreme ownership are keys to success in this role. If you are looking for a challenge, willing to go the extra mile, and want to work with people who are just as talented as you are, this is the place for you! Description of Duties: Develops and builds close relationships with new and assigned accounts for eimagine. Assists in the development and execution of the company sales plan. Identifies, qualifies and helps create solutions for client opportunities. Helps write and prepare Statements of Work (SOWs), proposals, presentation materials, agendas and other client facing documentation. Prepares sales forecast information that includes accurate information about the size, timing, and probability of each opportunity. Maintains client records in eimagine's Customer Relationship Management (CRM) database. Develops and effectively manages sales leads through all available means including: Telephone cold-calling Networking referral leads Trade shows Direct mail responses Website and email inquiries LinkedIn and other Social Media platforms Penetrates new areas within existing accounts as well as generates new business opportunities with clients new to eimagine. Consults with prospective and existing customers regarding their specific system (hardware and software) requirements and makes recommendations regarding eimagine software and consulting services that meet their needs. Works with the Procurement Team to prepare written responses to “Request for Proposals” and other bid requests that detail eimagine's ability to provide the requested solutions and services. Works with Recruiting/People Solutions/Project Management Office (PMO) to build appropriate and effective teams in support of specific solutions for clients. Negotiates final terms of agreements in accordance with established practices of eimagine. Owns the responsibility of obtaining client acceptance/signature on all company and project contracts and other legal documents - e.g., Non-disclosure Agreements, Master Service Agreements, Statements of Work, Change Orders, etc. Provides behavior and activity metrics in support of everyday functions. Desired Skills & Experience 7+ years of business development experience. Experience working with enterprise class clients - e.g., Fortune 1000 companies. Possess the confidence and skills necessary to meet with Manger-level and above executives. Lead the creation and management of Account and Territory Development Plans. Must have the ability to travel on occasion to client sites. Ability to develop client relationships working remotely leveraging Microsoft Teams, Zoom or similar technologies. The employee must be able to work effectively in a team environment, have excellent communication skills (verbal and written) and possess strong analytical skills. Ability to perform other duties as assigned by Sales Solutions Team and eimagine Leadership Team. The candidate must be able to multitask within the designated business unit. Self-starter with the ability to manage their own day to day tasks. Education Bachelor's degree in business administration required
    $125k-171k yearly est. Auto-Apply 60d+ ago
  • Franchise Banking Relationship Manager

    Old National Bank 4.4company rating

    Relationship manager job in Indianapolis, IN

    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 The Franchise Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with quick service restaurants and some fast casual restaurants. The Franchise Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The annual salary range for this position is $77,900 - 199,000. 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 Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant Franchise Banking experience Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Key Measures of Success/Key Deliverables Achieve personal goals for new loan/deposit production and average portfolio target. Achieve personal goals for new fee production and average loan delinquency. Franchise Banking Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience including Franchise Number of consistent years with success and track record as a Relationship Manager specializing in Franchise (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex Franchise credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships specializing in Franchise Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $58k-74k yearly est. Auto-Apply 1d ago
  • Client Manager, Small Group Employee Benefits

    Unison Risk Advisors

    Relationship manager job in Indianapolis, IN

    As a majority employee-owned organization, we are committed to creating world-class service experiences for our customers through our high-performance client service teams. We're passionate about our employee owners, which is why we utilize best practices; provide access to high quality training, tools, and resources; and curate experiences that help them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. · Create a Great Experience · Do the Right Thing · Play for Each Other · Pursue Growth · Own Your Future The Client Manager provides efficient, professional, and courteous service to our Small Group Employee Benefits clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. The Client Manager will coordinate with service and sales as appropriate to create a meaningful and impactful client experience. In this role, you will contribute to the team by: Providing Gibson Client experience to existing accounts and potential clients Managing internal renewal processes and timelines for book of business Leading implementation of new lines of coverage and carrier changes Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts Communicating with carriers in a professional manner to negotiate the needs of the client Conducting group education and enrollment meetings at client sites or vie webinar as required Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process Providing client with required compliance information Attending onsite and offsite client meetings as necessary Acting as a backup to team personnel when necessary Maintaining confidential information Performing other duties and special projects as assigned You might be a great fit for this role if you: · Love delivering a great client experience · Have prior experience in a client service environment or formal education within the insurance, risk management or financial services industry · Enjoy working in a fast-paced environment · Have a high attention to detail · Possess exceptional prioritization skills with the ability to meet multiple deadlines · Have excellent organizational and time management skills · Have the ability to collect and organize data from various sources to support the client service team · Have superb communication skills, both written and verbal · Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management · Enjoy prioritizing multiple projects/tasks · Can adapt quickly to internal and external requests · Have strong analytical and reasoning skills · Enjoy collecting, analyzing, and interpreting data from various sources to create workflows and develop service plans for clients · Can proactively and independently manage deadlines Required: · Must have 3+ years of experience in a similar role within the insurance industry · Life and Health license Preferred: Bachelor's Degree, CEBS designation, Client service experience. About Gibson: We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can't - or don't bother to. That's how we get to the proactive side of insurance, where our clients really gain their edge. Here are some noteworthy facts about Gibson: Founded in 1933 Majority Employee-Owned Business Insurance Top 100 U.S. Broker Designated as one of the Best Places to Work Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT A member of the Unison Risk Advisors platform of companies Comprehensive benefit offering available to chose from
    $72k-118k yearly est. 21d ago
  • Relationship Manager Senior CB

    City National Bank 4.9company rating

    Relationship manager job in Indianapolis, IN

    WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $122.5k-208.7k yearly 60d+ ago
  • Sr. Relationship Manager (Commercial Lender)

    Cfbank 3.7company rating

    Relationship manager job in Indianapolis, IN

    We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: In this role, you will be responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff across the organization. What you'll do: * Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships. * Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff. * Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk. * Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs. * Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
    $88k-111k yearly est. 50d ago
  • Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis

    Bank of America Corporation 4.7company rating

    Relationship manager job in Indianapolis, IN

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. Responsibilities: * Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs * Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships * Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends * Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects * Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues * Coaches and mentors peers, while utilizing leadership skills * Adapts to changes in sales practices and broader market and industry conditions as needed Skills: * Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk Management * Financial Analysis * Leadership Development * Project Management * Referral Identification * Sales Performance Management * Business Development * Client Experience Branding * Continuous Improvement * Data and Trend Analysis * Pipeline Management * Intellectual Curiosity Required Qualifications: * 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience * Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. * Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. * Professional proven sales skills and experience, including planning, execution and follow up of client meetings. * Strong corporate finance, capital markets and accounting acumen. * Financial modeling experience and the completion of a formal credit training preferred. * Outstanding oral and written communication skills. * Demonstrated leadership ability. * Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Desired Skills: * Undergraduate degree in related field or equivalent work experience. MBA desirable. * Existing knowledge of the market preferred. * Active member/participation in local community organizations. * Highly desirable to have active networking contacts and Centers of Influence established in market. * Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions. Shift: 1st shift (United States of America) Hours Per Week: 40
    $87k-117k yearly est. 44d ago
  • Business Relationship Manager I - Officer

    JPMC

    Relationship manager job in Fishers, IN

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $62k-93k yearly est. Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Noblesville, IN?

The average relationship manager in Noblesville, IN earns between $51,000 and $107,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Noblesville, IN

$74,000

What are the biggest employers of Relationship Managers in Noblesville, IN?

The biggest employers of Relationship Managers in Noblesville, IN are:
  1. The Citizens State Bank
  2. Ascension Michigan
Job type you want
Full Time
Part Time
Internship
Temporary