Post job

Relationship manager jobs in Waukegan, IL - 1,763 jobs

All
Relationship Manager
Commercial Banker
Account Manager
Client Partner
Sales Manager
Client Relationship Manager
Senior Banker
Senior Client Manager
Manager, Client Solutions
Customer Relations Manager
  • Tax Senior Manager, Private Client Services

    BDO Capital Advisors, LLC

    Relationship manager job in Chicago, IL

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and reviews work to keep engagements on track Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Seven (7) or more years prior experience in accounting, finance, or law, required Experience in the private client service area, required Prior supervisory experience, required Experience working in public accounting, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Manages client engagements, supervises, and reviews work of team members Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Leadership Manages and monitors key performance indicators (KPI's) as established by the business line Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities Technical Skills Serves as internal resource and providing guidance to other practices on technical matters Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries Business Development Spends time developing their network of key financial decision makers, referral sources, and recruits Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO People Development Supervises, develops and trains employees Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 330 North Wabash, Chicago, IL, 60611, US 10 W Market St, Indianapolis, IN, 46204, US 800 Nicollet Mall, Minneapolis, MN, 55402, US 8001 Forsyth Blvd, St. Louis, MO, 63105, US One Erdman Place, Madison, WI, 53717, US 330 E. Kilbourn Ave., Milwaukee, WI, 53202, US #J-18808-Ljbffr
    $190k-225k yearly 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Principal Relationship Manager, Vice President/Director, Commercial (Emerging Middle...

    Stryker Corporation 4.7company rating

    Relationship manager job in Chicago, IL

    Application Deadline: 02/05/2026 Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. This role facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management -In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution -In-depth Resource Planning - Working Business Acumen - In-depth Financial and Working Capital Understanding - In-depth Strategic Thinking - Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary $122,400.00 - $228,000.00 Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $122.4k-228k yearly 2d ago
  • Strategic Relationship Manager

    Private Client Select

    Relationship manager job in Schaumburg, IL

    About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built. PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS. Key Responsibilities: Strategic Relationship Management Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value. Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities. Monitor industry trends and competitive landscape to inform strategic decisions. Partnership Management Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele. Identify distribution partners that align with PCS large account strategy and product offerings. Sales Enablement Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products. Client-Centric Solutions Collaborate with underwriting and clients to tailor offerings and unique insurance solutions. Performance Management Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application. Regularly review channel performance against growth objectives. Additional Responsibilities: Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process. Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities. Qualifications: Experience 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution. Proven track record of achieving sales and growth targets. Skills Strong understanding of HNW client needs and luxury asset protection. Exceptional relationship-building and negotiation skills. Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time. Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders. Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy. Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.
    $65k-96k yearly est. 5d ago
  • Client Partner - Healthcare and Life Sciences (HCLS)

    Mastech Digital 4.7company rating

    Relationship manager job in Chicago, IL

    As a Client Partner within the Healthcare and Life Sciences (HCLS) vertical, you will be responsible for building and expanding strategic client relationships while driving AI-first, data-led digital transformation initiatives across pharma, biotech, medtech, and healthcare payer/provider organizations. You will act as a trusted advisor to senior executives, owning client engagement, revenue growth, and delivery excellence. Key Responsibilities Client Engagement & Account Growth Build, manage, and deepen long-term relationships with C-level and senior stakeholders across life sciences and healthcare organizations. Own revenue, margin, and growth targets for assigned strategic accounts. Lead account planning, mining, and farming initiatives to identify new opportunities and expand wallet share. Serve as the primary point of contact, ensuring client satisfaction and long-term partnership value. AI Solutions & Strategic Advisory Act as a trusted advisor by aligning business strategy, regulatory considerations, and AI capabilities. Identify opportunities where AI, data platforms, analytics, and digital solutions can drive measurable business outcomes. Collaborate with data science, product, and engineering teams to design and position tailored, outcome-driven solutions. Translate complex AI concepts into business-aligned value propositions for executive stakeholders. Delivery Oversight & Governance Partner closely with delivery leadership to ensure high-quality execution, predictable outcomes, and client success. Provide governance oversight, ensuring adherence to SLAs, KPIs, and delivery commitments. Ensure compliance with industry regulations and standards such as GxP, HIPAA, GDPR, where applicable. Act as the executive escalation point for delivery or relationship issues. Pre-Sales & Go-To-Market (GTM) Leadership Support new business development through proposals, RFPs, SOWs, and executive pitch decks. Collaborate with marketing and product teams to build AI-led HCLS value propositions, case studies, and thought leadership. Contribute to vertical GTM strategies, helping position the organization as a trusted AI transformation partner in healthcare and life sciences. Experience & Qualifications 8-12 years of experience in client-facing roles such as client partner, account management, consulting, or pre-sales. Proven experience working with healthcare or life sciences clients (pharma, biotech, medtech, payer/provider). Strong track record of account growth, stakeholder management, and solution selling. Solid understanding of AI, data, analytics, and digital transformation concepts (hands-on technical skills not required). Familiarity with healthcare regulatory environments and compliance frameworks is highly preferred. Excellent executive communication, negotiation, and relationship-building skills.
    $111k-169k yearly est. 4d ago
  • Director of Client Partnerships - Nonprofit Growth & Strategy

    CCS Fundraising

    Relationship manager job in Chicago, IL

    A strategic fundraising firm is seeking a Director, Client Partnerships to manage onboarding projects and collaborate with nonprofit clients. The ideal candidate will have 3-4 years of relevant experience, strong communication and project management skills, and a commitment to philanthropy. The position offers hybrid work flexibility and a competitive salary range of $70,000 to $85,000 based on experience. Join a dynamic team focused on nonprofit impact and career advancement. #J-18808-Ljbffr
    $70k-85k yearly 3d ago
  • Client Solutions Manager

    Cxponent

    Relationship manager job in Chicago, IL

    Job Title: Client Solution Manager Company: CXponent About the Role At CXponent, we don't just manage projects; we drive business transformation. We are seeking a Client Solution Manager who embodies a dual-competency mastery of tactical execution and strategic advisory. You will serve as the "Conductor" of our engagements-balancing project timelines and budgets with the high-level consulting required to optimize contact center performance, improve KPIs, and integrate AI-driven solutions. Core Responsibilities 1. Strategic Project Orchestration (The "Get It") Master the complete lifecycle of CXponent engagements, ensuring projects stay on track while delivering specific business outcomes (efficiency gains, improved NPS, and reduced cost-to-serve). Bridge the gap between technical requirements (CCaaS, UCaaS, AI) and business results. Lead distributed teams, managing both the technical implementation and the organizational change management required for success. 2. Client Advisory & Advocacy (The "Want It") Serve as the primary point of contact and "Trusted Advisor" for client leadership, pushing past complacency to drive ongoing operational improvement. Orchestrate vendors, internal SMEs, and client stakeholders to ensure a unified approach to transformation. Continuously refine CXponent's internal delivery playbooks to elevate our service standards. 3. Operational Excellence (The "Capacity") Manage complex, client-facing projects using a blend of PMI and Agile methodologies tailored to specific consulting goals. Advise C-suite and VP-level stakeholders on contact center strategy, leveraging deep operational experience. Identify and mitigate both project risks (delays) and business risks (failure to meet CSAT goals) using data-driven diplomacy. Qualifications Dual-Competency Expertise: Proven track record of balancing tactical project management (budgets, resources) with strategic process optimization. Contact Center Acumen: Deep understanding of contact center drivers, including operational efficiency, AI integration, and CX metrics (NPS/CSAT). Consultative Communication: Ability to provide proactive, high-level updates on business outcomes and ROI to executive stakeholders. Technical Literacy: Familiarity with the CX technology landscape, specifically CCaaS, UCaaS, and automation tools. Problem-Solving Mastery: Skilled in navigating complex stakeholder dynamics and resolving bottlenecks before they impact project health. Why CXponent? We are looking for a catalyst-someone who takes pride in "getting things done" while fundamentally improving how our clients do business. If you thrive on the intersection of technology, people, and process, we want to hear from you.
    $77k-118k yearly est. 5d ago
  • Customs Brokerage Manager

    RÖHlig Logistics

    Relationship manager job in Mount Prospect, IL

    Shaping the Future of Logistics- Your Career Starts at Röhlig Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships. Röhlig USA is a global freight forwarder specializing in air, ocean, and contract logistics. We deliver customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success. We are seeking a dynamic Customs Brokerage Manager to lead our team in Mount Prospect. The ideal candidate has strong industry experience and a proven track record of leading and developing brokerage teams. What you will do: Adhere to, train and advise team in areas of Customs Brokerage Regulations. Monitor team performance against Company standards and department goals, regular audit of shipment documents and accounting. Monitor problem files and implement corrective action when needed. Issue work instructions to team members to ensure timely and orderly file flow including release, billing, and auditing. Monitor staff training needs; identify and develop training objectives. Conduct regular staff meetings; communicate department goals and expectations. Document review and assessment of accuracy, verifying country of origin/export, IOR, terms of sale and value to ensure that compliance and federal regulation requirements are achieved. Daily follow up on documentation discrepancy issues which requires the ability to troubleshoot and communicate effectively, both verbally and in writing with customers and foreign origins. Escalate any unresolved issues or risks before they materially impact RUSA Work closely with other departments and branches to deliver a high level of service to customers. Perform other duties as assigned Resolves discrepancies, while keeping record of discrepancies via the Innovations and Incidents Management (IIM) to ensure compliance Adhere to the minimum standard to which Rohlig USA is committed (Quality ISO 9001:2015, Environmental ISO 14001:2015). What you bring: Licensed Customs House Broker preferred At least 7 years' experience as an entry writer Ability to work with demanding deadlines in a high-pressure environment Proven analytical and problem-solving skills Excellent communication skills, both verbal and written Excellent team building skills and ability to work independently Good planning and organizational skills; ability to multitask and be a self-starter Proven reliability MS Word, Excel, PowerPoint experience required What we offer: At Röhlig, we believe in supporting our employees' well-being, growth, and work-life balance. That's why we offer a competitive benefits package designed to empower you both personally and professionally: Comprehensive Medical, Dental, and Vision Insurance - Keeping you and your family healthy is our priority. 401(k) Plan with Company Match - We're invested in your future and help you save for retirement. Generous Paid Time Off (PTO) - Whether you're planning a vacation, taking care of personal needs, or just need a mental health day, we've got you covered. Supportive Work Environment - From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way. If you're looking for a workplace where your contributions matter and your well-being is supported, we'd love to have you on board. Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance - because we believe success is best achieved together. Apply now and shape the future of logistics with us! For further information about the position or the application process, please reach out to: Mark Aulisio Talent Acquisition Manager *********************** More information on ***************
    $49k-82k yearly est. 4d ago
  • Senior Private Banker & Wealth Advisory Leader

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Chicago, IL

    A leading financial services firm based in Chicago is seeking a Private Banker to advise clients on wealth management. The role involves managing relationships, generating new business, and offering comprehensive financial solutions. Candidates should have a Bachelor's Degree, over six years in Private Banking, and proven sales experience. The position requires various financial licenses to be obtained shortly after hiring. This is an opportunity for those motivated to deliver exceptional client service and grow their career within a supportive team. #J-18808-Ljbffr
    $35k-79k yearly est. 2d ago
  • Account Manager

    B&C Values, Inc. 4.2company rating

    Relationship manager job in Antioch, IL

    Who We Are Founded in 1999, B&C Values is a wholesale distributor bringing the sweetest deals in candy, snacks, and general merchandise to retailers nationwide. We partner with top manufacturers to deliver competitive pricing, the latest products, and unbeatable service - making us a trusted name in the retail supp ly chain. At B&C, we're not just moving products - we're building relationships, streamlining processes, and helping our partners succeed in the most efficient way we can. Why Join Us? This isn't just another 9-to-5. At B&C Values, you'll play a key role in connecting manufacturers and retailers, learning the ins and outs of wholesale distribution, and building a career in a company that's growing and evolving every year. We believe in: Long-term growth - We invest in your development and want you to grow with us. Collaboration - Work closely with a team that values trust, communication, and problem-solving. Balance - With PTO, paid holidays, and summer hours, you'll have time to recharge and enjoy life outside of work. What You'll Do As an Account Manager, you'll be the backbone of our sales operations-making sure orders flow smoothly from start to finish. Your role will include: Full-time role, in-person (You will be expected to travel in this role. We have 2 trips to Las Vegas every year, as well as the national Candy and Snack show once a year) Processing customer orders and ensuring products are routed efficiently to customer warehouses Helping manufacturers with ASN routing forms and customer portals to ensure proper delivery Creating customer sell sheets, presentations, and samples that make products shine Answer phone calls in the office and direct them to the right people Communicating order updates to customers and building lasting relationships Supporting our sales team with their customers as well as organization, data entry, and problem-solving In short-you'll keep the wheels turning so our customers and partners have the best experience possible. (This position is an in-office position) What We're Looking For: We're looking for a motivated individual who wants to grow with our company. This position begins in Customer Service, where you'll learn the ins and outs of our business, build strong relationships with customers, and support day-to-day op erations. As you gain experience, you'll advance into sales, where you can take on greater responsibility, manage accounts, and directly contribute to company growth. This is the perfect role for someone who is ambitious, eager to learn, and looking for a long-term career path within a growing organization. Qualifications We're looking for: Strong communicator with both people skills and tech savvy Detail-or iented and organized-someone who thrives in a fast-moving environment Comfortab le navigating different personalities and building trust Proficien t in Microsoft Excel (and not afraid to learn new systems like Acumatica)1-2 years of customer service experience is helpful, but we value drive and attitude just as much as experience What You'll Get Competitive salary based on experience Summer Fridays: Hours are 8:00am - 1:00pm on Fridays from Memorial Day through Labor Day A company that values commitment, growth, and loyalty At B&C, we're looking for someone who wants to grow their career long term with us.
    $55k-89k yearly est. 2d ago
  • Pharmaceutical Account Manager

    Company Is Confidential

    Relationship manager job in Milwaukee, WI

    At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.
    $44k-75k yearly est. 1d ago
  • Recruiter/Career Planner/Account Manager

    Sustainable Staffing Inc.

    Relationship manager job in Hebron, IL

    Serve as a trusted partner to clients, understanding their workforce needs and delivering staffing solutions. Maintain and strengthen client relationships, ensuring continued business success. Drive new business development by proactively identifying and securing new client partnerships. Collaborate with the recruitment team to ensure qualified candidates are matched with job opportunities. Manage the full sales cycle, from lead generation to closing client agreements. Regularly meet with clients to assess satisfaction and anticipate future hiring needs. Attend networking events, career fairs, and industry meetings to expand business opportunities. Recruiter/Account Manager Qualifications and Requirements Proven experience in account management, sales, or staffing/recruitment. Strong ability to build and maintain long-term client relationships. Business development mindset with experience in lead generation and closing deals. Exceptional communication, negotiation, and problem-solving skills. Proficiency in CRM, ATS, or recruitment-related software is a plus. Highly organized with the ability to manage multiple clients and hiring needs.
    $52k-88k yearly est. 28d ago
  • Sales Manager, MaxMara Chicago Flagship

    Max Mara Fashion Group

    Relationship manager job in Chicago, IL

    TITLE: Sales Manager REPORTS TO: Store Manager / Regional Manager The Sales Manager is responsible for day-to-day staff productivity development in line with the store's strategy, building highly motivated teams and developing the staff to the next level. Ensuring established sales and profit goals are met both individually and as a team. This individual will assist with supervising and providing the staff with support to reach their goal while modeling MaxMara standards of customer service. In addition, all floor related operational activities are responsibility of the Sales Manager. CORE RESPONSIBILTIES: 1. Customer Service • Must have the ability to maintain and communicate the Company's commitment to goals, drive sales, and motivate team's performance • Assist assigned stylist by Store Manager in their daily appointments and operations. Assist all other sales associates as needed. • Actively builds client confidence by creating an engaging interactive experience • Assist assigned stylist with retaining and gaining new clients, meeting conversion goals and continues to service existing client base • Resolves customer service issues swiftly • Ensure customer's needs are met without hesitation. • Assist sales associates in consistently meeting /exceeding both store and individual sales goals including KPI's • Maximize the customer experience • Maintain positive outlook and professional demeanor while supporting company initiatives • Stresses importance of developing a local clientele with the goal of enlarging top tier loyal client base • Ongoing reinforcement of all aspects related to clienteling 2. Staff Development • Monitor and encourage client development by supporting assigned top stylists, as per directive of Store Manager and Regional Manager, with all CRM related tasks such as client outreach, client lists analysis, management of follow ups, operational activities (approval & appointment set up, ringing sales etc.) • Manage on the floor to maintain a strong presence • Can align other team members to reach goals to support the business • Creates a store environment that emulates the company DNA 3. Operations • Achieve and exceed individual sales goals. Assist with achieving the Company's sales plan for your boutique or outlet by leading the store team to drive sales through constant training and modeling of outstanding customer service skills • Perform all point-of-sale (POS) cashier-level functions • Ring any approvals going in/out of the stylist • Ringing all of assigned stylist individual sales and returns and all other associate's as needed. • Check on the finished alts, B2E orders and COP's for assigned stylist's clients. • Daily communication with assigned stylist and have merchandise for client appointments set up in the fitting room. • Communicates all store related issues to Store Manager when unable to solve on their own • Answer all incoming calls and direct customer inquiries to appropriate party • Assist with closing and opening procedures to ensure the store is ready for business, including compliance to visual merchandising standards • Maintain and monitor the staff's compliance with Company policies and procedures on sales, customer service, dress code, etc., and provide feedback to Store Manager and Assistant Store Manager as needed. 4. Human Resources • Ensure all company policies and procedures are being followed on the sales floor • Exhibit strong communication skills that are clear and concise with the store team, assigned top stylists, Management and Regional Manager • Create a positive store atmosphere that consistently motivates the team • And other duties assigned from time to time REQUIRED SKILLS/EDUCATION • BA a plus • Minimum 2 years of supervisory experience in the apparel industry with a proven track record of driving sales and excellence in customer service; luxury a plus • RTW and/or shoe experience is a plus; product experience in luxury or high-end retail is strongly preferred • Strong interpersonal, organizational, and communication skills • Training, interviewing, organizational, and performance management skills. • Able to work independently as well as collaboratively • Proficient computer skills • Ability to manage conflict • Must be able to lift, carry, or otherwise move objects weighing up to 15 pounds when merchandising sales floor using ladders or stairs. Max Mara is an Equal Opportunity Employer. M/F/D/V
    $53k-103k yearly est. 4d ago
  • Jewelry Sales Manager- Chicago

    Neiman Marcus 4.5company rating

    Relationship manager job in Chicago, IL

    WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: At Neiman Marcus, we are committed to delivering a best-in-class luxury experience through exceptional service, curated product, and personalized relationships. We are seeking a Sales Manager who will be responsible for the sales experience of the Neiman Marcus Chicago Jewelry department , facilitating partnerships across functions, driving team towards goals, and leveraging team skills to build a customer-driven sales experience, all while being a steward of Neiman Marcus. WHAT YOU WILL DO: Drive towards the achievement of maximum sales and growth following company vision and values in partnership with other functional leads for department Oversee all aspects of merchandise and communications with merchant and vendor partners (e.g., presentation, returns, and damages) Contribute to strategic goals for the store and set priorities by department Review business with applicable Buyers for department and discusses action plans to produce positive results Establish plans and strategies in partnership with Client Development Lead(s) Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Plan and complete departmental budgets and ensures guidelines are being followed to minimize operating expenses and maximize revenue Support audit compliance to enforce department and stockroom controls, as applicable Manage people, product and placement, and sales promotion within department WHAT YOU WILL BRING: 3-5 years of experience in luxury retail, business strategy, planning, or sales operations-preferably within a high-performing, client-centric environment Deep understanding of luxury service standards and the business of clienteling Strong analytical skills with a proven ability to translate data into insights and action Proficient in Excel and retail reporting tools Highly organized, self-directed, and comfortable in a fast-paced, evolving environment Strong communication and partnership-building skills, with a collaborative and solution-oriented mindset Discreet and professional with the ability to support elite sellers and clients YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$75,000-$90,000annually]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards].] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with Saks Global and would like to request special assistance or an accommodation.
    $75k-90k yearly 3d ago
  • Client Relationship Manager - Landscape Maintenance

    Chalet 3.5company rating

    Relationship manager job in North Chicago, IL

    At Chalet, our roots are in the landscape industry. We're looking for a qualified Client Relationship Manager to expertly manage and develop long term relationships with our residential customers to ensure that we exceed their quality and service expectations at their property. The most successful people will have a strong aptitude for communication, sales, and multi-tasking. You will play an integral role in building our business by identifying prospective clients and creating opportunities for referrals. Responsibilities include: Develop, maintain, service and strengthen residential maintenance client relationships. Serve as main point of contact between client and Chalet to ensure full communication among the various company departments and create the best possible client experience. Conduct regular site walks in an effort to keep each site looking its best; to identify, design and implement new enhancement opportunities that maintain the Chalet design intent; and to maximize sales. Consistently and regularly engage your current client portfolio to strengthen relationships and ensure satisfaction. Build client portfolio within given territory by identifying prospective clients and generating referrals from new and existing clientele. Review and secure annual renewal agreements in order to maximize annual client retention rates. Protect clients' landscape investment by identifying maintenance related issues on client properties and work with the various company departments to implement solutions. Requirements We are looking for a client-focused, pro-active team player with the following qualifications: Previous landscape account management experience (residential preferred) where you have expertly provided client service, generated site enhancement opportunities, and managed projects. A track record of consistent, swift, and reliable follow-up and follow-through with every customer inquiry, using the most appropriate method for the message (face-to-face meetings, phone calls or emails). The ability to manage leads, cultivate new business, and maintain long term customer relationships. A two or four year degree in horticulture, landscape design or related field is preferred. Strong plant identification and knowledge. An outgoing personality with an ethical and trustworthy approach that has a track record for establishing long term client relationships and fostering collaboration among staff. Proficient in Microsoft Office Suite. Experience in monitoring billing process is a plus. Have a current driver's license and maintain a good driving record. This is a full-time, year round position that offers a benefits and compensation package including base salary and sales incentive program, medical, dental, life and disability insurances, paid time off, holidays, and 401(k) with match. Salary Description $55,000-$90,000 annually
    $55k-90k yearly 5d ago
  • Client Relationship Manager

    Sun Life Financial 4.6company rating

    Relationship manager job in Milwaukee, WI

    Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: As a Client Relationship Manager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency. You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution. How you will contribute: * Establish and maintain excellent working relationships with both internal and external partners * Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns * Conduct consistent, proactive education and outreach communication with external partners * Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges * Demonstrate success in negotiation, persuasion, and solutions-based service across departments * Oversee issue resolution, identify root causes, and participate in creating solutions * Manage the ongoing lifecycle and renewal process for your assigned block of business * Handle escalated service issues from SLS, providing creative alternatives to enhance client experience * Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives * Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape * Act as a liaison between the home office and the Distribution team * Use Salesforce to manage business and document all relevant customer and broker activities * Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools * Partner with CRE on projects representing the Client Success Organization What you will bring with you: * Ability to work with a diverse range of people. * Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred) * Exceptional communication skills and strong relationship-building abilities * Proven success in negotiation, persuasion, and solutions-based service * Strong record of effective customer service * Excellent organizational and prioritization skills * Ability to work in a fast-paced environment, managing multiple priorities * Critical thinking skills and autonomous work capability * Proficiency in Microsoft Office suite, especially Excel * Experience with CRM tools, particularly Salesforce * Strong presentation and interpersonal skills * Effective listening and note-taking abilities * Results-oriented mindset and superior collaboration skills Salary: $63,000-$94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Sales - Client Relationship Management Posting End Date: 29/01/2026
    $63k-94.5k yearly Auto-Apply 17d ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Relationship manager job in Deerfield, IL

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 22h ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorganchase 4.8company rating

    Relationship manager job in Chicago, IL

    Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. Prepare and present financing feasibility and debt capacity studies. Review legal documents on existing ESOP deals to ensure compliance. Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: Bachelor's degree. Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. Strong business development acumen and strategic vision to identify marketplace opportunities. Ability to assess credit transaction risks and knowledge of credit policies. Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: Experience working with Client Executives and Senior Bankers. Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. Knowledge of credit underwriting and structuring.
    $58k-92k yearly est. Auto-Apply 46d ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Relationship manager job in Milwaukee, WI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 22h ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorgan Chase 4.8company rating

    Relationship manager job in Chicago, IL

    Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. **Job Summary:** As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. **Job Responsibilities:** + Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. + Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. + Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. + Prepare and present financing feasibility and debt capacity studies. + Review legal documents on existing ESOP deals to ensure compliance. + Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. + Conduct periodic reviews of ESOP's to support credit exposure extensions. **Required qualifications, capabilities, and skills:** + Bachelor's degree. + Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. + Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. + Strong business development acumen and strategic vision to identify marketplace opportunities. + Ability to assess credit transaction risks and knowledge of credit policies. + Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. **Preferred qualifications, capabilities, and skills:** + Experience working with Client Executives and Senior Bankers. + Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. + Knowledge of credit underwriting and structuring. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $166,300.00 - $235,000.00 / year
    $58k-92k yearly est. 60d+ ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Relationship manager job in Milwaukee, WI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $18.3 hourly Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Waukegan, IL?

The average relationship manager in Waukegan, IL earns between $55,000 and $115,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Waukegan, IL

$79,000
Job type you want
Full Time
Part Time
Internship
Temporary