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Relationship manager jobs in South Bend, IN

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  • Licensed Relationship Manager

    Northwest Bank 4.8company rating

    Relationship manager job in Granger, IN

    The Licensed Relationship Manager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High School Diploma or Equivalent preferred Work Experience: 2 - 6 years Customer Service Experience preferred 2 - 6 years Sales Experience with Investment and Insurance Products preferred 2 - 6 years Administrative/Supervisory Experience preferred 3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred Licenses and Certifications: FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire) Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire) ESSENTIAL FUNCTIONS: Complete BAI and other required coursework Demonstrate basic knowledge of products and services Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures Identify and convert service to sales opportunities Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales Ask existing clients and business partners for prospect referrals and developing COIs Actively seek opportunities to provide outstanding client experience to every client Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate Get to know clients, help them work toward their financial goals, and anticipate their financial needs Own clients' service issues until they are resolved to the clients' satisfaction Transact client business accurately, timely, and with operational proficiency Responsible for ensure that they are consistently provide the best customer experience possible Assist Office Manager to ensure the customer experience within the office is consistently at a high level Provide support to staff in meet customer expectations Provide back up for the teller function Open new accounts and services Identify and resolve customer issues Assist with implement strategic business plan Conduct direct business calls/referrals on a regular basis Maintain community presence and involvement Assist with implementation of CRM initiatives Cross-sell Northwest products and services Assist with the office workload and workflow Assist with the implementation of changes, improvements and new procedures Review/monitor daily statistical reports Proactively seek coach to develop sales and service skills Manage teller workload/workflow Supervise vault operations and procedures Attend educational/train seminars as needed Assist with recovery activity Maximize office security Cultivate relationships with corporate staff in Warren Review/Monitor management reports Understand all technologies including Teller, Platform, and Lend Systems Attend/co-plan regular office meets Oversee and monitor cross-training of new and existing employees Assist with completion of Audit Certification Assist with scheduling of staff Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed Support corporate consumer collections efforts as required Quote loan/savings rates and terms Maintain security and compliance within the office Originate and process consumer loan requests Assist in the mortgage loan process as required Ensure that they and the office staff are consistently providing the best customer experience possible Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Ability to analyze financial and client data Ability to interact positively with clients Knowledge of Northwest products and services preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $67k-95k yearly est. Auto-Apply 60d+ ago
  • Client Manager, Employee Benefits

    Gibson Insurance Agency 3.7company rating

    Relationship manager job in South Bend, IN

    JOIN THE GIBSON TEAM AND FIND YOUR EDGE! As a 100% 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 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 Team Leader in Employee Benefits (EB) provides efficient, professional, and courteous service to their Employee Benefits clients and leads a team of EB professionals. In this role, you will contribute to the team by: Leading, managing and holding team members accountable for performance Conducting weekly meetings, setting & monitoring scorecard metrics with team members, and assisting in quarterly goal setting Collaborating with Leadership team to create, implement and train on new cultural/business initiatives Providing Gibson Client experience to existing accounts and potential clients, ensuring retention and client satisfaction Managing internal renewal processes and timelines for book of business along with meeting cadence with clients Assisting with preparation of new business and renewal submissions Leading implementation of new lines of coverage and carrier changes Maintaining the account in conjunction with the Producer/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts Addressing escalated service issues Developing strategic solutions with the Producer/Client Executive Creating presentation materials for client meetings Communicating with carriers in a professional manner to negotiate the needs of the client Conducting group education and enrollment meetings at client sites or via webinar as required Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely Reviewing carrier applications to ensure accuracy while keeping the team informed of progress as appropriate Communicating due dates, timelines and expectations to Producer/Client Executive, clients and partners 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: Are passionate about coaching and developing others Are comfortable having and facilitating constructive conversations Love delivering a great client experience Thrive while juggling multiple project timelines simultaneously Excel at prioritizing competing demands and adapting quickly to internal and external requests Excel at setting and meeting deadlines with both internal and external stakeholders Enjoy working in a fast-paced, team environment Have a high attention to detail Possess exceptional prioritization skills with the ability to meet multiple deadlines Have strong analytical and reasoning skills with the ability to collect and organize data from various sources to support the client service team Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups. Love building personalized relationships both internally and externally Excel at managing multiple stakeholders through the renewal process Naturally ask clarifying questions to dig to the root of the issue Have the ability to build strong relationships and connect well to all types of people Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management Exhibit patience, determination, and persistence in troubleshooting client issues Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests Requirements: 5+ years of experience a similar role within the employee benefits industry Life & Health License Previous experience working with self-funded accounts Previous leadership experience Minimum of 6-8 weeks of travel to headquarters in South Bend per year Preferred: CEBS designation 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 Employee-Owned Business Insurance Top 100 U.S. Broker Designated as one of the Best Places to Work Great benefits!
    $71k-106k yearly est. 60d+ ago
  • Indirect Dealer Relationship Manager

    Everwise Credit Union 4.0company rating

    Relationship manager job in South Bend, IN

    The Indirect Dealer Relationship Manager is responsible for managing and expanding relationships with Indirect Dealer partners, while continuing to sign new Indirect lending solutions. This role is the primary point of contact for Indirect Dealer partners and develops strategies to increase dealer participation in the Everwise Indirect program. The incumbent is responsible for increasing market share, dealer relationships, managing volume for assigned dealer network, and balancing yield and volume priorities on organizational objectives. Primary Responsibilities and Duties: Responsible for developing and maintaining strong relationships with our Indirect Dealer partners, ensuring consistent communication and engagement. Responsible for acting as the primary point of contact between Everwise and our Indirect Dealer partners. Meet with new and existing dealer partners to assess their needs, satisfaction levels and relationship management. Educating dealer partners about the Everwise Indirect program, from what deals to submit, how to package loan for funding, how to re-submit loans, and how to maximize our program for the dealer's success. Responsible for addressing our Indirect Dealer partners' concerns, resolving conflicts, and ensuring a smooth working relationship. Responsible for reviewing reports on Dealer's performance, including but not limited to applications submitted, approval ratios, funding ratios, and delinquency performance. Responsible for managing assigned geographic territories, ensuring dealers receive proper support and attention. Responsible for communicating additional marketing opportunities to Indirect management, including rate changes, competitive pricing issues and loan exceptions. Responsible for protecting the Credit Union by utilizing Everwise's lending matrix and lending policies. Participate in community and promotional events, which foster personal development and promote the Credit Union in the community. Accountable for understanding and applying government laws and regulations and Everwise policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC. Assumes additional responsibilities as necessary for the continued growth and advancement of the Everwise. Knowledge/Skills: Excellent interpersonal and communication skills to maintain strong relationships with dealers and credit union employees Ability to handle conflict and difficult communication with Indirect Dealer partners and members regarding sensitive inquiries or lending decisions. Ability to market and grow relationships with our Indirect Dealer partners. Strong sales and negotiation skills Excellent analytical and problem-solving skills Ability to work independently, self-motivated, prioritize and organize task efficiently to meet deadlines. Proficient in Microsoft Office and basic software knowledge. Minimum Requirements: High School Diploma, GED or equivalent certification Bachelor's degree in business preferred, or equivalent work experience. 3+ years of experience in Indirect Dealer financing or relationship management. 2+ years' experience in a sales or business development related field. Experience in underwriting lending products preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $66k-99k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager, Northern Indiana

    Light and Wonder

    Relationship manager job in South Bend, IN

    About Us Grover Gaming, now proudly a part of Light & Wonder, is a leading force in the charitable gaming industry. Our mission is to deliver world-class electronic gaming solutions that support veteran, fraternal and charitable organizations across the country. With a strong focus on building relationships, game and product innovation, service, and support, we're transforming how our charitable partners raise money for the causes that matter most. Position Overview We are seeking a highly motivated and customer-focused Relationship Manager to join our growing team. This individual will be the primary point of contact for our charitable gaming partners, ensuring their long-term satisfaction, success, and retention. In this role, you'll build and maintain strong relationships, provide top-tier service, and act as a trusted advisor in a fast-paced and competitive environment. This role requires daily travel within a designated territory. The position provides a base salary plus monthly bonus potential, company vehicle, gas card, credit card, and phone. Key Responsibilities * Client Relationship Management: Serve as the main contact for assigned accounts, fostering long-term relationships through regular communication, onsite visits, and responsive service. * Customer Retention: Proactively identify and address client concerns, ensuring partner satisfaction and loyalty. * Product Expertise: Maintain a thorough understanding of our games, systems, and promotions to help customers maximize their revenue and player engagement. * Problem Solving: Act quickly and effectively to resolve customer issues or concerns, coordinating with internal departments as needed. * Training & Support: Provide guidance and education to partners on products, system updates, and operational best practices. * Flexibility: Work a non-traditional schedule when necessary, including some nights and weekends, to support partner events or urgent service needs. * Competitive Awareness: Stay informed about industry trends, competitor activity, and partner challenges to help maintain our position as the industry leader. Qualifications Requirements * 3+ years in account management, customer success, or relationship-focused roles (gaming or technology industry a plus) * Exceptional interpersonal, communication, and conflict-resolution skills * Strong organizational and time-management abilities * Adaptability and flexibility to meet the demands of a dynamic industry * Passion for helping customers succeed * Willingness to travel regionally and work outside standard business hours when needed Preferred Requirements: * Bachelor's Degree We are Grover Gaming! At Grover Gaming, we build entertainment experiences that excite and inspire. From innovative electronic games to mission-driven partnerships, our work powers charitable gaming across the country, helping nonprofits fund the causes that matter most. We believe in doing what you love and doing it with purpose. Our team of innovators, creators, and problem-solvers is shaping the future of charitable gaming. Together, we are building more than games, we are #playingitforward by building community, impact, and opportunity. Why Grover Gaming? * Join a passionate team in one of the most exciting sectors of the gaming industry * Be part of a mission-driven organization that supports charitable causes * Competitive salary and benefits * Opportunities for advancement and growth * A culture built on innovation, integrity, and service Don't meet every requirement? Studies show that women and people of color are less likely to apply for jobs unless they meet every single qualification. At Grover Gaming, we know that creativity, passion, and different perspectives are what make our games and impact truly special. We welcome people from all backgrounds and experiences. If this role excites you but your experience doesn't match every qualification, we still want to hear from you. You could be exactly the teammate we need! #LI-AM1 Light & Wonder is an Equal Opportunity Employer and does not discriminate against applicants due to race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. If you'd like more information about your equal employment opportunity rights as an applicant under the law, please click here for EEOC Poster.
    $61k-91k yearly est. 9d ago
  • Relationship Manager - LOY

    Tata AIA Life Insurance Co Ltd.

    Relationship manager job in Baroda, MI

    < < < < < Title< < < Relationship Manager< < < < < Department< < < Direct Distribution - Direct Sales Force< < < < < Level/ Band< < < Officer< < < < < < < < < < < < < Reports to Direct< < < Sales Manager< < < < < < < < < < < < < < < < < < < < Geographic Area Covered< < < As per mapped branch & city< < < < < Stakeholders - Internal< < < DSF Sales Force< < < < < Stakeholders - External< < < Exiting Tata AIA Consumers< < < < < < < < < < < Organizational Relationships Job Dimensions< < < < Key Result Areas< < < < < < Sales< < < * Achieve the set business targets on ANP and case count< * Acquire New Customer through following: Leads< Natural market References Orphan base< * Fix meetings with the prospects to conduct need< analysis and explain products< * Implement and adhere to Need Based Selling Model.< * Up- sell & Cross Sell the Orphan Base of Customers allocated.< * Ensuring timely issuance of policies by resolving pending etc.< * Render prompt post sales service to all allocated customers with respect to all domains ··Â      Adhere to the customer touch-point engagement in order to service his portfolio of customers. ··Â      Maintaining the desired persistency ratio ··Â      Strategize and interact closely with the supervisor on delivering on Business nos. ··Â      Work collectively with the supervisor and conduct joint sales calls whenever required ··Â      To develop and implement short term and long term plans to achieve sales targets   ··Â      Adhere to Activity management framework advised ··Â      Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects.  Customer orientation & reporting/ (MIS) ··Â      Update the LMS (Lead management System) on a daily basis. ··Â      Adhering to the Training Road map.< * Providing timely reports to the Supervisor / Area manager as per the requirement.< * Ensuring compliance to internal sales process< * Should be process & product champion to ensure adherence to TALIC policies and procedures.< * Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process< changes.< < < < < Skills Required< < < < Technical< < < < < < < < Behavioral< < < < < < < < < < < < < < Essential< < < Desired< < < < < Interpersonal Skills< < < * < < < < < < < < Communication Skills< < < * < < < < < < < < Creative thinking skills< < < < < < * < < < < < Supervising/ Leadership skills< < < < < < * < < < < < Teamwork Skills< < < < < < * < < < < < Influencing Skills< < < * < < < < < < < < Relationship Building Skills< < < * < < < < < < < < Decision Making Skills< < < * < < < < < < < < Incumbent Characteristics< < < < < < < Essential< < < Desired< < < < < Qualification Graduate Graduate Experience 0 -2 years' experience 2 years' experience with similar role Age Below 30 years  Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc )    Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time. Baroda1 - 3 Years10R30-Sep-2025NACTIVERM_LOY_Baroda1Baroda1-3 Yrs
    $66k-97k yearly est. 60d+ ago
  • Business Relationship Manager I

    JPMC

    Relationship manager job in South Bend, 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
    $63k-95k yearly est. Auto-Apply 57d ago
  • Business Relationship Manager I

    Jpmorgan Chase 4.8company rating

    Relationship manager job in South Bend, 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 Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $50k-74k yearly est. 60d+ ago
  • Specialty Account Manager, Auvelity (South Bend, IN)

    Axsome Therapeutics, Inc. 3.6company rating

    Relationship manager job in South Bend, IN

    Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
    $100k-150k yearly 18d ago
  • DME/Respiratory Account Manager

    Binson's Hospital Supplies Inc.

    Relationship manager job in South Bend, IN

    🚨 Now Hiring: DME/Respiratory Account Manager 📍 Location: 3225 Southview Dr. Unit 500, Elkhart, IN 46514🕗 Schedule: Monday-Friday | 8:30 AM - 5:00 PM At Binson's , we believe in three things: Better Products, Better Services, Better Lives -and we live it every day. We're a fast-growing, family-owned health care company with a big heart and locations across Michigan, Indiana, and Florida. If you're looking to make a real impact in people's lives, you're in the right place. 🚀 The Role: DME/Respiratory Account Manager As a DME/Respiratory Account Manager, you'll be the face of Binson's to our referral sources - hospitals, clinics, physicians, and discharge planners. Your goal? To make their lives easier and their patients' transitions smoother. 🔍 What We're Looking For Associate's Degree or higher (Sleep Tech, RT, LPN, RN, etc.) DME or respiratory experience preferred Excellent communication and relationship-building skills Competitive spirit and comfort with cold calling Self-motivated, with a strong sense of urgency and follow-through Professionalism and customer service excellence in every interaction 🛠 What You'll Be Doing Build and nurture relationships with referral sources in your territory to drive growth and brand loyalty. Make proactive sales calls (minimum of 15 per day or equivalent) to grow new business and maintain existing accounts. Respond promptly and with urgency to all communications and referral requests. Educate and empower healthcare partners through in-services and product training. Problem-solve coverage and insurance issues to help patients get the care they need quickly. Occasionally deliver and set up respiratory or sleep equipment, providing bedside instruction when needed. Conduct home assessments and DME orientations to ensure patients are comfortable and confident using their equipment. Keep detailed records of visits, calls, and activities in EMR system. Continuously grow your network by prospecting new clients and nurturing long-term partnerships 💡 Perks & Benefits Competitive pay 💰 Full benefits: Medical, Dental, Vision & Life Insurance 🏥 Paid time off + floating holiday 🌴 401(k) Retirement Savings Plan 💸 Training and growth opportunities 🚀
    $52k-88k yearly est. Auto-Apply 10d ago
  • Account Manager - Iowa

    Akzo Nobel N.V 4.7company rating

    Relationship manager job in Warsaw, IN

    About AkzoNobel Since 1792, we've been supplying the innovative paints and coatings that help to color people's lives and protect what matters most. Our world class portfolio of brands - including Dulux, International, Sikkens and Interpon - is trusted by customers around the globe. We're active in more than 150 countries and use our expertise to sustain and enhance the fabric of everyday life. Because we believe every surface is an opportunity. It's what you'd expect from a pioneering and long-established paints company that's dedicated to providing sustainable solutions and preserving the best of what we have today - while creating an even better tomorrow. Let's paint the future together. For more information please visit ***************** 2024 Akzo Nobel N.V. All rights reserved. Territory Management The Account Manager will be responsible for overseeing and expanding sales within the Iowa Region, with frequent travel across Pella, or Demioines, specifically. Job Purpose The purpose of this role is to serve as the frontline sales representative responsible for executing the agreed-upon sales and profitability targets within the assigned territory. This includes developing new business opportunities and expanding relationships with existing customers to drive sustainable growth. As an entry point into our sales organization, the role provides hands-on exposure to our products, customers, and core business operations. The position requires travel within the Midwestern territory-primarily throughout Iowa-to support customer engagement and fulfillment of the responsibilities outlined below. Key Responsibilities The key responsibilities reflect the on-site, technical sales nature of the position, including its line-management development focus. Revised Key Responsibilities * Manage a portfolio of customers within the designated territory and execute the regional sales plan. * Conduct on-site customer visits to understand production processes, provide technical support, and identify opportunities for product improvement or new product introduction. * Screen the customer base for new opportunities, generate leads, and maintain a healthy sales pipeline. * Provide agreed-upon levels of contact, service, and support to ensure sales targets are achieved. * Monitor sales performance against targets; identify gaps, report findings, and recommend corrective actions as needed. * Collect, analyze, and report customer feedback and market insights to support product positioning and market penetration strategies. * Promote a positive company image and cultivate long-term customer relationships through proactive engagement and technical expertise. * Gain foundational experience with line-management responsibilities as part of long-term sales leadership development. * Coordinate export shipments, including order processing, shipment logistics, and collections. * Administer international sales programs and promotions in collaboration with internal stakeholders. * Support the coordination of international co-op initiatives and promotional activities. * Resolve international warranty claims in a timely and professional manner. Level of Autonomy * Independently prepare sales presentations, contracts and proposals to ensure successful outcome of transactions. * Manage claims negotiation to minimize liability. Job Requirements * Bachelor's degree preferred * Knowledge & Work Experience - Paints and coatings industry, any B2B industry environment. * 3-5 years of work experience in commercial roles, sales and key account management or sales to strategic accounts required * Fluent in English * Skills - Stakeholder management, project management, decision making, creating value propositions, drive, results orientation, customer service orientation, problem solving, communication and presentation, commercial and business acumen, basic understanding of cross functional processes and financial concepts related to sales and cost to serve * Must be able to participate and complete a qualitative and quantitative respirator fit test, and use respirator as required. Benefits/Rewards The salary range for these skills is: $79,000 to 99,000. This is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range. This salary range may also be modified in the future. Benefits: Medical insurance with HSA • Dental, Vision, Life, AD&D benefits • Annual bonus • 401K retirement savings with 6% company match • Sales Force Incentive • Generous vacation, personal and holiday pay • Paid Parental leave • Hybrid work for most exempt roles • Active Diversity & Inclusion Networks • Career growth opportunities on a regional and global scale • Tuition Reimbursement • Career growth opportunities • Employee referral bonus • Why AkzoNobel? At AkzoNobel, we believe in the power of innovation and the importance of continuous improvement. We offer a dynamic work environment where you can make a real impact. Join us to be part of a team that values excellence, creativity, and sustainability. At AkzoNobel we are highly committed to ensuring an inclusive and respectful workplace where all employees can be their best self. We strive to embrace diversity in a context of tolerance. Our talent acquisition process plays an integral part in this journey, as setting the foundations for a diverse environment. For this reason we train and educate on the implications of our Unconscious Bias in order for our TA and hiring managers to be mindful of them and take corrective actions when applicable. In our organization, all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability. Requisition ID: 48736 #On-site #LI-KG1
    $79k-99k yearly 2d ago
  • Account Manager - Must Reside in California

    Task Force Tips 3.8company rating

    Relationship manager job in Valparaiso, IN

    Task Force Tips is part of Madison Industries, one of the largest and most successful privately held companies in the world, and our mission is to make the World Safer, Healthier and More Productive by creating innovative solutions that deliver outstanding customer value. Task Force Tips is an established manufacturer of firefighting equipment for municipal, military, and industrial clients around the globe. We are searching for an experienced Account Manager to join our team. Our desired team member should be goal-driven with integrity, have grit and a passion for putting lifesaving equipment in the hands of our first responders. Account Managers save lives and protect property through the consistent promotion of innovative and reliable solutions that help firefighters perform at their best. The Account Manager is responsible for managing the following states: CA, OR, WA, ID, NV, MT, WY, UT, CO, AK, and HI. Candidate to reside in California. View our video.....TFT, a Firefighter Legacy on Vimeo RESPONSIBILITIES: Sell Great Product Conduct meetings and demos with active buyers. Promote top-performing products. Engage Customers in Authentic Ways Leverage content to develop prospects through account-based marketing. Develop Leads and Deals for optimal territory performance. Grow Top Line Revenue Train distribution on the use, care, and maintenance of our products. Develop and participate in business cases that drive future growth. This Account Manager position is responsible for commercial results in the following states: CA, OR, WA, ID, NV, MT, WY, UT, CO, AK, and HI. Candidate to reside in California. REQUIREMENTS: Bachelor's Degree required Experience selling technical products to municipalities or in a B2B environment. Experience and/or education in fire service and operations preferred Possesses knowledge or has the ability to learn the general design and operation of nozzles, monitors, water flow appliances, and other lifesaving products. Must have the ability to learn how they differ and are effectively used by the customer. Knowledge of the basic pump/plumbing designs of a typical fire truck. Ability to effectively communicate orally and in writing with other company personnel, dealers and end users, including being sensitive to professional ethics, gender, cultural diversities and disabilities. Ability to work alone and with others in a team environment with minimum supervision, work on several tasks at the same time, and work rapidly for long periods of time. Ability to read and interpret detailed prints, sketches, and specifications. Ability to frequently spend long periods of time driving a vehicle and/or traveling by plane. Ability to regularly work extended, weekend and/or evening hours, and travel out of town, often overnight. Time traveling to and within the assigned territory will be approximately 50% of a given month. Ability to effectively communicate needs and accept coaching for professional improvement. Possession of a valid driver's license and demonstrated safe driving record. Ability to lift items weighing 75 lbs. We offer a competitive salary based on experience as well as an amazing benefits package including: Medical/Vision/Dental Insurance (Effective the 1st of the month after hire.) Short and Long-Term Disability Life Insurance Vacation & PTO Days Employee Assistance Program 10 Paid Holidays 401K plan and Profit-Sharing Plan Employee Recognition Program “We appreciate our ALL STARS” Off-Site Health Clinic On-site Fitness Center Tuition Assistance And more! Equal Employment Opportunity/Non-Discrimination Policy Task Force Tips LLC is an equal opportunity employer. It is the policy of Task Force Tips LLC that we evaluate qualified applicants and not to discriminate on the basis of ethnicity, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, age, familial status and other legally protected characteristics in its hiring decisions and employment policies, as required by the Indiana Civil Rights Act (I.C. 22-9, 1), Title VI and VII (Civil Rights Act of 1964), the Equal Pay Act of 1973, and any other applicable law. Click here to View Policy Task Force Tips LLC offers reasonable accommodation in the employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation with Human Resources at any time.
    $54k-89k yearly est. Auto-Apply 60d+ ago
  • Account Manager (P&C)

    Epic Brokers 4.5company rating

    Relationship manager job in Goshen, IN

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Any Indiana office -Hybrid 1 day a week WHAT YOU'LL DO: Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder Works with Producers to assist client with the service needs mentioned above Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client Provide client with additional coverage options Maintains client files in appropriate systems and provides standard office/administrative support Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends Other duties as assigned Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity Other duties as assigned Marketing Work with Placement Department and Producers to properly transition new business written For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies If needed, enter policy information into carrier websites for quote options Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers Present quote options to the client and/or Producer, if applicable Bind and issue policies in carrier websites or order policies from underwriters Other duties may be assigned Personal and Organizational Development Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintained Other duties may be assigned WHAT YOU'LL BRING: Full knowledge of Property Casualty lines of coverage and services Recognize problems and respond appropriately Able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel Strong attention to detail and time management abilities Strong ability to multi-task and assign priority Ability to work effectively and efficiently both with and without direct supervision Ability to work effectively and efficiently in a team environment as well as independently Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or GED equivalent required College degree preferred Two or more years experience in mid-size brokerage or carrier Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of interpersonal skills to handle sensitive and confidential situations Position continually requires teamwork, demonstrated poise, tact, and diplomacy Indiana Property & Casualty License Valid Driver License Ability to travel independently to clients; some air travel may be required COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid
    $54k-89k yearly est. Auto-Apply 9d ago
  • Account Manager

    Dexter Axledexter Axle Company, Inc.

    Relationship manager job in Elkhart, IN

    Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for an Account Manager supporting our manufacturing facilities located in Elkhart, IN and Bristol, IN. Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service. For more information about our company, access Dexter's web site at ******************** Essential Duties / Responsibilities: Your typical day-in-the-life as a Dexter Account Manager… * Makes daily sales calls and prepares call reports * Works with extensive engineered product offerings * Prepares and conducts sales presentations * Establishes target accounts and tracks progress of accounts to gain business * Participates in ongoing product training to aid in the sales of these products * Quotes product pricing to current and potential customers * Provides technical support to clients * Continually works on enhancing sales and profit margins for all customers to help achieve the highest sales plan possible * Maintains strong relationships with key accounts as well as non-Dexter accounts * Develops creative ideas with OEMs, distributors and direct accounts to help increase sales of new products * Communicates key information from the marketplace to management * Provides timely updates in the company CRM system on accounts, opportunities, competition, and call reports * Submits monthly commentary to supervisor * Attends and actively participates in monthly Cadence Calls and any other program or training assigned * Works trade shows, open house events, and/or other shows requested by customers as needed * Performs other tasks or duties as assigned * Note: Candidates must reside in the Northern Indiana or Southern Michigan area within the territory region. Minimum Qualifications Qualifications & Experience: * A Bachelor's Degree in Business or Marketing, or a comparable discipline or a combination of education and cumulative experience. * 3 - 5 years of remote sales (territory management) experience highly preferred * Experience in trailer industry is preferred (utility, marine, agriculture and/or RV) * Extensive travel required * Eligible candidates must be comfortable with frequent 2-3 nights per week travel and have experience working from a home office Dexter is driven by our core values committed to Safety, Quality and Integrity: * Execute with Determination - Be curious, work together, break new ground, find solutions, fulfill our commitments, surpass expectations! * Connect with People - Empower employees to grow, engage and collaborate; build lasting customer partnerships; care for our communities. * Do the Right Thing - For our people, for our customers, and for the business. We care for our people. Here are some of our great, comprehensive Benefits: * Dexter offers a competitive wage * Full benefits package including Health, Dental, Vision, Life, STD, LTD, FSA, HSA * 3% profit sharing in our Safe Harbor program * 401(k) Plan with company contributions * Opportunities for internal career development and growth Apply now to join an industry leader and make a difference in what we do for the customers we serve! Equal Opportunity Employer Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law.
    $52k-88k yearly est. 50d ago
  • Bilingual Account Manager

    Premier Rental Purchase of Granger

    Relationship manager job in Plymouth, IN

    Job DescriptionBenefits: Employee discounts Free uniforms Opportunity for advancement General Purpose: Responsible for proper control of rental (lease) accounts to ensure that payments are received on time. Responsible for the proper and timely delivery, relocation, service calls, and retrieval of merchandise. Has thorough knowledge of rental (lease) agreements, merchandise, and customer relations. Expeditiously handles non-renewed accounts. Conveys information to customers and maintains a constant level of communication with customers, co-workers, and management. Essential Duties: Responsible for assisting in the maintenance of company Standards of Operation. Maintain accounts on the assigned route to non-renewed percentages that are at or below the companys weekly close / open standard. Responsible for delivery, retrieval, relocation, and service calls on rented (lease) merchandise. Answers the phone by the third ring in a pleasant and professional manner. Returned merchandise, including all remotes, manuals, or other accessories, is returned to store stock. Carefully check rental (lease) returns and promptly refurbish to like new condition. Follows the Premier Rental-Purchase Pledge to serve our customers in a friendly and professional manner. Handles customer service issues in a professional and timely manner. Maintain the assigned vehicle in proper working condition and appearance. Maintains proper care and security of inventory during transport. Other Duties: Responsible for cleanliness of the back room and the assigned company vehicle. Responsible for helping receive new merchandise. Additional duties, as time permits include: Take customer order forms for the customers Verify customer order forms Commit to achieving customer and revenue growth Assist in store cleaning Assists the Store Manager and immediate supervisor in obtaining daily, weekly, and monthly goals. Requirements: High school diploma, GED, or equivalent work experience. Must have a valid drivers license and maintain driving record in compliance with company standards. Must have DOT certification (if required by law in your state). Must have one-year experience in a job requiring customer contact and complete the training program. Must be able to lift and carry loads up to seventy-five (75) pounds. Required Skills: Ability to understand oral and written instructions. Ability to read, write and perform arithmetic functions quickly and accurately. Ability to learn to manage situations with customers and associates. After training, working knowledge of all products in the inventory. Efforts, Demands, and Conditions: Work is performed in changing environments. Considerable walking, standing, bending, stooping, and lifting are involved. Due to the nature of the business, you must determine alternate solutions and deal with the pressures of multiple activities and changes. Must be able to cope with the emotional and mental stress associated with dealing with people and situations. Required to use a hand truck to move merchandise. Work is normally performed in the store, in the field, and in customers homes. In the field, a variety of conditions may be encountered, including moving merchandise in wide-open spaces, level spaces, across dirt, icy, or uneven surfaces such as gravel. Stairs, wet or slippery surfaces, narrow doorways, etc. may be encountered. Requires driving in various weather conditions. Attending company or Premier Corp, Training Sessions may be necessary. Relationships: Requires frequent contact with customers, associates, and upper management. Occasional contact with external business associates (distributors, suppliers, service organizations, etc.) is possible. Must communicate effectively with supervisors, peers, and associates.
    $51k-88k yearly est. 15d ago
  • Commercial Banking Officer

    Centier Bank 4.0company rating

    Relationship manager job in Michigan City, IN

    Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. SUPERVISORY DUTIES: May provide input in supervision of Administrative Assistant. SUMMARY: Generate new business through the lending of Bank funds in a profitable and safe manner and cross-selling other Bank products and services to both new and existing clients. ESSENTIAL DUTIES: Generate new loan business by calling on new and current clients to discuss their financial needs, gathering pertinent data, making on-site visits and making the loan decision or presentation to the proper committee. It is expected that a lender in this position generates approximately $10 million per year in net loan portfolio growth. Develop a new business referral network by calling on centers of influence within the communities you serve. Cross-sell Bank products and services as well as primary lending responsibility. Make joint sales calls with Group Manager, Department Manager, and/or Senior Partner. Provide complete information for timely preparation of loans to the Credit Department for presentations to the proper committee and make recommendations. Review all documentation preparation to ensure that the Bank's collateral position is safe. Monitor each loan portfolio for delinquent loans, credit deterioration and documentation deficiencies and keep files updated with appropriate memorandums. Provide financial counseling and World-Class Service Experiences to prospective and existing clients. Assist Branch, Loan Servicing, CDP and Construction Services personnel regarding loan requests and loan questions. Be an ambassador for Centier representing the Bank in community activities including business, charitable, civic and social. Participate in workshops, seminars, and training as required. KNOWLEDGE, SKILLS, & ABILITIES: Self-directed, high-energy collaborator. Excellent organizational skills in order to multitask projects and initiatives. Attentive to detail. Excellent written and verbal communication skills. Ability to communicate and work with groups as well as individuals as required. Ability to understand financial spreadsheets and common commercial rations. Ability to learn the benefits and features of the product lines of the Bank and to be able to relate them to potential clients during business development calls. Knowledgeable in commercial real estate, commercial and industrial lending, and cash management services. A proven history of successful business development and portfolio growth. The ability to understand a variety of financial statements and tax returns to determine a potential or existing borrower's financial position and cash flow. Comfort with technology and the ability to adapt to new systems and processes. MINIMUM REQUIREMENTS: Bachelor's degree required. 5+ years of Commercial Lending experience is required. What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************. Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC
    $54k-71k yearly est. Auto-Apply 60d+ ago
  • Bilingual Account Manager

    Premier Rental Purchase

    Relationship manager job in Plymouth, IN

    Benefits: Employee discounts Free uniforms Opportunity for advancement General Purpose: Responsible for proper control of rental (lease) accounts to ensure that payments are received on time. Responsible for the proper and timely delivery, relocation, service calls, and retrieval of merchandise. Has thorough knowledge of rental (lease) agreements, merchandise, and customer relations. Expeditiously handles non-renewed accounts. Conveys information to customers and maintains a constant level of communication with customers, co-workers, and management. Essential Duties: Responsible for assisting in the maintenance of company Standards of Operation. Maintain accounts on the assigned route to non-renewed percentages that are at or below the company's weekly close / open standard. Responsible for delivery, retrieval, relocation, and service calls on rented (lease) merchandise. Answers the phone by the third ring in a pleasant and professional manner. Returned merchandise, including all remotes, manuals, or other accessories, is returned to store stock. Carefully check rental (lease) returns and promptly refurbish to “like new” condition. Follows the Premier Rental-Purchase Pledge to serve our customers in a friendly and professional manner. Handles customer service issues in a professional and timely manner. Maintain the assigned vehicle in proper working condition and appearance. Maintains proper care and security of inventory during transport. Other Duties: Responsible for cleanliness of the back room and the assigned company vehicle. Responsible for helping receive new merchandise. Additional duties, as time permits include: Take customer order forms for the customers Verify customer order forms Commit to achieving customer and revenue growth Assist in store cleaning Assists the Store Manager and immediate supervisor in obtaining daily, weekly, and monthly goals. Requirements: High school diploma, GED, or equivalent work experience. Must have a valid driver's license and maintain driving record in compliance with company standards. Must have DOT certification (if required by law in your state). Must have one-year experience in a job requiring customer contact and complete the training program. Must be able to lift and carry loads up to seventy-five (75) pounds. Required Skills: Ability to understand oral and written instructions. Ability to read, write and perform arithmetic functions quickly and accurately. Ability to learn to manage situations with customers and associates. After training, working knowledge of all products in the inventory. Efforts, Demands, and Conditions: Work is performed in changing environments. Considerable walking, standing, bending, stooping, and lifting are involved. Due to the nature of the business, you must determine alternate solutions and deal with the pressures of multiple activities and changes. Must be able to cope with the emotional and mental stress associated with dealing with people and situations. Required to use a hand truck to move merchandise. Work is normally performed in the store, in the field, and in customers' homes. In the field, a variety of conditions may be encountered, including moving merchandise in wide-open spaces, level spaces, across dirt, icy, or uneven surfaces such as gravel. Stairs, wet or slippery surfaces, narrow doorways, etc. may be encountered. Requires driving in various weather conditions. Attending company or Premier Corp, Training Sessions may be necessary. Relationships: Requires frequent contact with customers, associates, and upper management. Occasional contact with external business associates (distributors, suppliers, service organizations, etc.) is possible. Must communicate effectively with supervisors, peers, and associates. Compensation: $15.00 per hour Premier Rental-Purchase is a Rent-To-Own franchise that goes above and beyond to provide our customers with the services and benefits necessary to excel in today's world. We offer a program with unique features focused on improving our customers' lifestyles while adhering to their budget. Our team members make this possible and their respect for our customers is pivotal in developing great customer relationships. At the same time, Premier is focused on providing its franchisees and their team with the guidance and support services they need to increase unit-level revenues and profits and maintain high-level operational standards. At the foundation of Premier's excellent performance are our core values: Respect, Listen, and Respond Compassion with Accountability Integrity Above All Together We Succeed As an organization, we strive to conduct our business activities with these core values at the heart of every decision and interaction. Premier Rental-Purchase continues to deliver an unparalleled experience for both the consumer and employees, setting a precedent that remains unmet by competitors in the rent-to-own industry. I acknowledge that each independent Premier Rental Purchase franchisee hires and determines the terms and conditions of employment for its own employees. Any employment benefits, compensation and employment practices vary by location. Neither Premier Rental Purchase Inc. (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee's employees; (2) supervise and control franchisee's employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records. Premier Rental Purchase Inc. is NOT the employer and/or joint employer for: (i) any of the job opportunities listed on this website; (ii) any of the independent franchisees; and, (iii) any of the employees of the independent franchisees.
    $15 hourly Auto-Apply 60d+ ago
  • Dedicated Account Manager II

    Maverick 4.1company rating

    Relationship manager job in Portage, IN

    Account Manager II We are immediately hiring for an Account Manager in Portage, IN to provide leadership and direction for a group of dedicated drivers and this position requires up to 25% travel to our Home Depot final-mile locations. Work closely with the customer to grow the business, while at the same time control the costs. If your background includes Accounting, Finance, Marketing and you have excellent customer service skills, please apply!GENERAL DESCRIPTION OF POSITION Mid-level position for customer on site location or multiple and/or larger accounts / responsibilities in Maverick office that manages and provides leadership and direction for a group of dedicated drivers and/or a team of securement personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Acts as a lead Account Manager role with the ability to manage multiple situations on accounts or Account Managers. May be responsible for managing Account Manager I and their responsibilities. Conducts training for new personnel to department as directed by management. Ensures optimum utilization of company assets while meeting the daily needs of the customer. Works closely with management and customers to grow business, while at the same time controlling cost. Acts as a direct liaison between account and Maverick management, ensuring information is shared effectively. May be responsible to work with multiple customers within one account and be able to problem solve effectively between those accounts. Must be familiar with the rates for all accounts so can assist management on pricing and sales strategies. Work with management to develop, maintain, and communicate weekly/monthly/quarterly reports, as necessary. Excellent Benefits Package including: Medical Insurance Dental Insurance Prescription Discount Card Paid Vacation Paid Life Insurance 401k+match Bonus Potential Employee Assistance Program EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four-year college degree, plus 19 to 23 months related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. WORKING CONDITIONS Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. May require overnight travel at times. PHYSICAL ACTIVITIESThe following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. While performing the functions of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision Start Maverick. Stay Maverick. Maverick Transportation is celebrating over 45 years of growth, success and innovation. That's just The Maverick Way : doing the right thing, promoting our unwavering emphasis on safety, striving for excellence in all we do, valuing our people and having fun! These qualities never go out of style and are what defines Maverick as a proven industry leader decade after decade. From the road to the boardroom, we believe we are changing the industry for the better.Contact Us: Apply Now: **************************************************** Email or Call: [email protected] or ************ @mavericktransportation on IG @mavericktransportation LLC on FB @mavericktransllc on YT
    $34k-48k yearly est. Auto-Apply 20d ago
  • Client Manager, Commercial Risk Management

    Gibson Insurance Agency 3.7company rating

    Relationship manager job in South Bend, IN

    JOIN THE GIBSON TEAM AND FIND YOUR EDGE! As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps 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 Commercial clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. He or she will build effective working relationships with each client in order to understand their commercial insurance needs. The Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotiate terms and pricing, and obtain appropriate coverage and/or program options. 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: Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client Independently evaluating client s current coverage programs and collaborating with the Risk Advisor/Client Executive to recommend market strategy and plan design Managing creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs Building personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed Managing time to prioritize workload, client service requests, and service needs on business processes Creating high-quality submissions for underwriters, engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices Communicating with underwriters on submissions and negotiating premium, coverage, and other terms on behalf of clients Evaluating coverage, terms, and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested Remaining current on forms, coverage, insurance carriers, industry trends, and legislation Maintaining positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches Identifying and recommending additional products, services and coverage levels that enhance client programs Participating in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc. Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload Developing successful and effective working relationships with Risk Advisors, Client Executives, Account Managers, service team members, managers, carriers and members of other departments Maintains confidential information You might be a great fit for this role if you: Love delivering a great client experience Thrive while juggling multiple project timelines simultaneously Excel at prioritizing competing demands and adapting quickly to internal and external requests Excel at setting and meeting deadlines with both internal and external stakeholders Have strong problem solving and critical thinking skills to resolve client issues Love building personalized relationships both internally and externally Thrive in a fast-paced, team environment to meet client needs Excel at managing expectations with multiple stakeholders through the renewal process Enjoy putting the puzzle pieces together to execute the risk management plan Naturally ask clarifying questions to dig to the root of the issue Exhibit patience, determination, and persistence in troubleshooting client issues Enjoy communicating internally & with clients via phone, email, and Zoom Required: Must have 3+ years of experience in a similar role within the insurance, risk management industry Property and Casualty license Excellent computer and office machine skills, specifically with Microsoft Office products Preferred: Associates degree or some college, completion of INS designation.
    $71k-106k yearly est. 60d+ ago
  • Senior Commercial Relationship Manager

    Everwise Credit Union 4.0company rating

    Relationship manager job in South Bend, IN

    The Senior Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships with middle market business, typically comprising businesses with annual revenues exceeding $20 million. The Senior Commercial Relationship Manager is accountable for leading internal and external partners in obtaining credit approval, facilitating connections to other lines of business, and fostering relationships with new prospects, centers of influence, and existing clients. Responsibilities include proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ongoing relationship reviews with direct management. This role will be responsible for covering the South Bend and Northwest markets. Primary Responsibilities and Duties: Actively engage in middle market business development efforts to attract new, profitable, and multi-product lending activities supporting specialty and large relationships. Lead the screening and interviewing of commercial applicants to assess their financial needs, including treasury management and debt products on the business. Gather required information to compile a comprehensive loan package to submit for decisioning. Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management, and other internal stakeholders and departments. Complete comprehensive financial analysis of commercial applicants. Lead all loan closing by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds per approval. Manage loan portfolio, deposit accounts, collections, and documentation. Active participation in professional community relationships to enhance Everwise's visibility and secure new business opportunities. Participate in community service and promotional events, to foster personal development and enhance Everwise's positive reputation in the community. Introduce additional financial services to enhance member relationships. Such as - Cash Management, Mortgage, and Retail Services. Mentor Commercial Relationship Managers and Business Bankers, including reviews within their portfolios. Assume additional responsibilities for the growth, advancement of Everwise. Knowledge/Skills: Extensive Corporate and Commercial middle market loan experience across diverse industries, and commercial real estate asset classes. Superior in negotiation, with excellent verbal and written communication skills. Deliver exceptional service to our business members, regardless of circumstances. Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members. Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation. Robust knowledge of business and contract laws. Comprehensive knowledge of deposit services, structuring commercial loans, implementing treasury management solutions, and promoting Everwise products, services, including derivative products. Strong understanding of commercial credit, loan services, and credit risk policies and procedures. Highly skilled in structuring treasury management solutions for a diverse clientele, including large and small corporate and commercial entities, both prospective and existing clients. Ability to work autonomously and collaboratively in a team environment. Understand and adhere to government laws, regulations, and Everwise's policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC. Minimum Requirements: High School Diploma, GED or equivalent certification. Bachelor's degree in business, Accounting, Finance, related field, or equivalent relevant work experience. 7+ years' experience in business banking, corporate, or commercial lending, maintaining a portfolio of banking clients within the financial services industry. Outstanding skills in financial software and Microsoft Office suite. CPA, relevant certifications, or advanced degree, preferred. SBA experience, preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $95k-131k yearly est. Auto-Apply 22d ago
  • Business Relationship Manager I

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Elkhart, IN

    JobID: 210665123 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network
    $50k-74k yearly est. Auto-Apply 56d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in South Bend, IN?

The average relationship manager in South Bend, IN 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 South Bend, IN

$75,000

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

The biggest employers of Relationship Managers in South Bend, IN are:
  1. Everwise
  2. US Pharma Lab
  3. Northwest Bank
  4. Light and Wonder
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