Post job

Relationship manager jobs in West Allis, WI - 684 jobs

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

    Mac Tools 4.0company rating

    Relationship manager job in Franklin, WI

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $45k-51k yearly est. 7d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Payments Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Milwaukee, WI

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 1d ago
  • Licensed Insurance Account Manager - State Farm experience required

    Diana Kostal-State Farm Agency

    Relationship manager job in Milwaukee, WI

    Salary: $42000.0 - $60000.0/year Experience: 3 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a Licensed Insurance Professional. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen. This position is only available to candidates who meet the following criteria: Must have recent prior State Farm experience Must have an active Property and Casualty license Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Develop new service opportunities with both existing and new clients. As an Agent Team Member, you will receive... Base Salary plus Bonus and Commission Paid Time Off (personal/sick days and vacation) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Prior State Farm or other related insurance experience (required) Property & Casualty license (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PId19ad475b668-37***********3
    $42k-60k yearly 1d 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
  • 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
  • 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
  • Senior Manager for Client Success

    Versiti 4.3company rating

    Relationship manager job in Milwaukee, WI

    Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive. Position Summary The Senior Manager, Client Success plays a pivotal role in advancing Versiti's mission by cultivating long-term, value-driven partnerships with hospitals, health systems, and medical service clients. As Versiti launches its first dedicated Client Success function, this role establishes the foundation for a relationship model that strengthens trust, retention, and growth across our commercial portfolio. Reporting to the Director of Service Line Marketing, the Manager is responsible for directly managing a portfolio of Tier 1 transfusion medicine clients-serving as a strategic advisor, advocate, and connector across business lines, and supervises the Customer Care team. The position also plays a key role in supporting the Vice President for Transfusion Medicine Business Development, ensuring excellence in client experience and alignment across operational and commercial teams. While the long-term vision includes building a team of Client Success Specialists, this role will initially operate as both strategist and practitioner-modeling the client success framework that will scale across Versiti's six service lines. Total Rewards Package Benefits Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employes are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others. Responsibilities 1. Strategic Client Relationship Management - 35% Serve as the primary relationship owner for a portfolio of Tier 1 transfusion medicine clients, ensuring exceptional service delivery, satisfaction, and partnership growth. Conduct regular executive business reviews (EBRs)-presenting outcomes, value realization, and opportunities for deeper collaboration. Partner closely with the VP for Transfusion Medicine Business Development to design and execute retention and expansion strategies for high-value clients. Function as the client's trusted adviser, connecting them with Versiti's full spectrum of capabilities in blood, diagnostic, and medical services. 2. Program Development and Implementation - 25% Define and operationalize the client success model for Versiti, including onboarding, engagement, renewal, and expansion phases. Create standardized processes, playbooks, and success metrics that establish consistency and excellence across client partnerships. Partner with Marketing Insights, Growth Marketing, and Portfolio teams to integrate Voice of the Customer (VOC) data into business strategy. Develop dashboards and tools for client health monitoring, performance visibility, and account risk mitigation. 3. Collaboration with Blood Operations and Hospital Relations - 20% Work in close coordination with Blood Operations leadership to ensure strategic alignment with the Hospital Relations team. Deep understanding of Versiti's hospital service offerings, operational priorities, and service-level commitments to anticipate and resolve client needs. Foster a unified experience for hospital clients through cross-departmental collaboration and communication. Represent the client perspective in internal planning forums, advocating solutions that enhance loyalty and operational performance. 4. Voice of the Customer and Advocacy - 10% Partner with Marketing Insights and Operations to lead VOC collection, analysis, and action planning. Identify patterns, trends, and opportunities for product and service enhancement based on client feedback. Develop client reference and advocacy programs to amplify positive partnerships through storytelling, case studies, and peer networks. 5. Leadership and Team Development - 10% Provide leadership to Customer Care Team Lay the groundwork for a scalable Client Success function that will evolve to include additional Client Success Specialists. Create tools, training, and playbooks that support onboarding and skill development for future hires. Model a culture of accountability, empathy, and proactive client engagement consistent with Versiti's Way of Leading. Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification Understands and performs in accordance with all applicable regulatory and compliance requirements Complies with all standard operating policies and procedures Qualifications Education Bachelor's Degree Business, Marketing, Communications, Healthcare Administration or related field required Master's Degree Business, Marketing, Communications, Healthcare Administration or related field desired Experience 7-9 years Client success, strategic account management, or business development within healthcare, diagnostics, life sciences, or research required 4-6 years Leadership roles managing multi-functional teams. required 4-6 years Demonstrated success managing enterprise-level client relationships that drive retention, satisfaction, and revenue growth. required 1-3 years Build and execute client success strategies in matrixed organization required 4-6 years Experience collaborating with operational, marketing, and product teams to translate client feedback into measurable improvements. required 1-3 years Deep understanding of hospital systems, transfusion medicine, or healthcare partnership management strongly preferred. preferred Knowledge, Skills and Abilities Strategic thinker with strong problem solving skills required Strong relationship management skills required Strong communication and presentation skills with executive presence required Ability to synthesize data and insights into actionable strategies required Skilled collaborator with demonstrated success influencing across functional boundaries required Self-starter who thrives in a pioneering environment and embraces continuous improvement required #LI-EH1 #LI-Hybrid Not ready to apply? Connect with us for general consideration.
    $89k-148k yearly est. Auto-Apply 6d 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
  • Regional Relationship Manager

    Tri City National Bank 4.2company rating

    Relationship manager job in Menomonee Falls, WI

    Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth. The Regional Relationship Manager is responsible for managing sales growth and opportunities across multiple Tri City branch locations. The Regional Relationship Manager will be responsible overseeing a portfolio of clients and develop new business from an existing customer based within an assigned region of branches. The Regional Relationship Manager will partner with the Regional Development Officer, along with other business partners, to be the face of Tri City National Bank for the customer base and communities of their assigned region. Responsibilities Expand on the relationships and grow business from customers within existing portfolio and assigned region of branches Establish and maintain strong customer relationships and business partnerships Own the relationship with the customer - be the face of Tri City - serve as the lead point of contact for all customer management matters Identify, pursue, and grow opportunities within portfolio based on customer needs Collaborate with other business lines (Commercial Banking, Mortgage Lending, Business Services) to grow services and profit Accompany Branch Managers, Relationship Bankers, Regional Development Officers, and other business partners on business-to-business visits to bridge communication and build relationships Develop branch frontline staff on effective sales techniques and calling strategies Provide support for branch sales campaigns Work with marketing and social media team to effectively market to customers and potential customers Perform any additional duties, special projects and responsibilities as assigned Qualifications Bachelor or Associate degree preferred, or equivalent bank work experience Minimum of 3-5 years of bank/sales experience Strong analytical skills Proven ability to multi-task multiple projects at a time, while maintaining a focused attention to detail Ethical team player Proven leadership qualities Ability to proactively solicit new business Thorough knowledge of the Bank's products and services Thorough knowledge of regulatory, policy and compliance issues Proven background in sales and sales management practices Excellent listening, negotiation, and presentation skills Strong verbal, written and communicative skills Above average written and verbal communication skills Takes ownership of issues and exhibits strong problem-solving skills Experience with branch operations Experience with consumer lending-including first mortgage origination a plus Why Join Us: Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods. Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning. Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success. Celebration of Success: Join a team that values and celebrates individual and collective achievements. Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off. Great Employee Benefits that start on the 1st of the month after your hire date! Part-Time: 401(k) with company match** Up to 20 hours of paid vacation after 6 months Full-Time: 401(k) with company match Tuition reimbursement Medical, dental, and vision coverage Paid vacation and more! Equal Opportunity Employer/Veterans/Disabled All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Reasonable Accommodation If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at ************ or ************ (**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)
    $67k-98k yearly est. Auto-Apply 37d ago
  • Relationship Manager

    Global Payment Holding Company

    Relationship manager job in Kenosha, WI

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Global Payments: Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We're a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you're passionate about helping business owners thrive-and you love selling technology that transforms the way they run their operations-join our dynamic, growth-minded team. Together, we'll shape the future of commerce. Job Summary: As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius , our industry-leading Point of Sale and payment platform. You'll manage the full sales cycle-from prospecting and lead generation to running demos, negotiating, and closing deals. You'll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You'll Do Sell Genius and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius helps businesses streamline payments, improve operations, and increase customer loyalty. Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring: Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. Strong communication, presentation, and negotiation skills-comfortable selling both face-to-face and virtually. High energy, self-motivated, and competitive-driven to exceed targets. Professional presence and genuine ability to connect with business owners. Familiarity with the restaurant or retail industries is a plus. Valid driver's license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications: Must be 18 years or older. High school diploma or GED required; college degree preferred. Two or more years of relevant B2B sales experience. Must live within the geographic area of the posting. Compensation: Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000+ Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Your total compensation depends on your performance, skills, and territory-your success is in your hands. Benefits Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at Global Payments Benefits. Our Culture: At Global Payments, we stand against racism, intolerance, and injustice in all forms. We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Global Payments is an Equal Opportunity Employer. Diversity and EEO Statements: Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-remote Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
    $40k-100k yearly Auto-Apply 12d ago
  • Dealer Relationship Manager - Southwest WI - Northern IL

    Landmark Credit Union 4.3company rating

    Relationship manager job in Brookfield, WI

    At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPEReports to the VP, Indirect Lending. Serves as the primary liaison between Landmark Credit Union and its network of participating dealerships. This role promotes indirect lending programs, builds strong dealer partnerships, and ensures compliance with lending policies. The position also provides market insights and performance data to senior management to support strategic decision-making. REQUIREMENTS1. High school diploma or equivalent; Associate's degree preferred. Minimum of two years of indirect lending, sales, auto finance, vendor management, or other client-facing roles. Equivalent combination of education and experience will also be considered.2. Proven ability to build and maintain strong business relationships.3. Excellent verbal and written communication skills, with strong interpersonal and negotiation abilities.4. Proven ability to independently organize work, balance multiple priorities, and manage projects in a high-volume, dynamic environment with strong attention to detail.5. Proficient in Microsoft Office applications and strong analytical skill for performance reporting and trend analysis.6. Ability to exercise independent judgement and discretion while maintaining a high degree of confidentiality.7. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES1. Develops and maintains strong, trust-based relationships with new and existing dealer partners through regular phone calls, in-person visits, and training sessions.2. Responsible for communicating relevant measures and standards pertaining to dealer performance with dealers and executing decisions and procedures resulting from Landmark Credit Union's Indirect Dealer Due Diligence Program.3. Educates dealers on Landmark's products, processes, and compliance requirements.4. Gathers and shares competitive intelligence, dealership trends, and policy changes with management.5. Compiles and analyzes reports on dealer production, efficiency, profitability, and delinquency.6. Drives loan and lease volume by actively promoting Landmark's programs and identifying growth opportunities.7. Offers recommendations to strengthen Landmark's indirect lending strategy.8. Communicates performance standards and provides guidance to help dealers meet expectations.9. Implements corrective actions when necessary to maintain compliance and profitability.10. Serves as a resource and advocate for dealers to ensure a positive partnership experience.11. Presents findings and actionable insights to leadership.12. Performs other duties as assigned. EEO/Veterans/Disabled
    $59k-80k yearly est. 5d ago
  • Senior Relationship Manager - National Wealth Management Firm

    TWM Executive Search

    Relationship manager job in Milwaukee, WI

    National wealth management firm is expanding its Milwaukee office and is seeking a Senior Relationship Manager to join their team. Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services The firm has a team of Business Development Officers to help facilitate new business opportunities Requires 8+ years' strong relationship management background with deep technical exposure to investment management CFA or MBA a plus
    $89k-135k yearly est. 60d+ ago
  • Franchise Banking Relationship Manager

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

    Wintrust Financial 4.9company rating

    Relationship manager job in Pewaukee, WI

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit, and treasury relationships within small business and community banking sectors. This role will cover Waukesha and Milwaukee counties. What You'll Do Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation Manage and grow existing customer relationships with businesses that generally have Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion Execute exemplary portfolio management Work closely with internal partners to generate internal referrals as well as developing an external network of centers of influence. Take part in bank events during and after hours Responsible for understanding the impact of lending on the bank's CRA goals Qualifications Bachelor's degree in finance, business, accounting or related field Completion of formal Bank Credit Training program preferred but not required Minimum 3 years of credit and lending experience combined Prior B2B, small business banking, or consultative outside sales experience in financial services Excellent verbal and written communications skills Strong interpersonal skills with a proven ability establishing client relationships Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $69,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-ONSITE #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $69k-110k yearly Auto-Apply 60d+ 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 Partner Consultant, DentaQuest

    Sun Life of Canada 4.3company 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. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. The opportunity: Responsible for overall client relationship, satisfaction, and program success. The Client Partner will oversee every element of the contract deliverables, including compliance reporting, financial reporting and service level performance reporting. Also responsible for ensuring effective internal coordination of cross-functional teams and external communication of client requests to ensure client expectations are satisfied. How you will contribute: Responsible for on-going, effective communications and service to the current clients via on-site meetings, web-conference calls, and day-to-day interaction. Provide primary support to DentaQuest leadership for administration of administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFR and contract. Proactively identify client expectations, communicate expectations to DQ leadership and staff, and ensure expectations requirements are delivered effectively. Proactively resolve issues and strengthen relationships at various professional levels within the client's organization. Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines. Perform functions that support timely and accurate reporting to clients. Responsible for ensuring Office Reference Manuals are kept up to date, corrective action plans are implemented and client audits are organized effectively. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support and other special requests from clients, providers and other organizations. Provides regular updates to senior management on internal and external issues affecting market performance. Represent DentaQuest at health fairs, conferences and advisory meetings through the State. Utilize leadership, negotiation, conflict resolution, project management, and strategic problem-solving skills. Other duties as assigned. What you will bring with you: Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers. Two years' experience in a supervisory role. Well-organized and superior organizational, written, and oral communication skills (particularly presentation skills). Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions. Ability to work independently and as part of a team. Proficient with general computer software including Microsoft Excel, Word and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. Ability to prioritize and organize multiple tasks with tight deadlines. Excellent customer service skills. Up to 50% local travel required. Salary: Salary Range: $63,000 - $94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera n. Job Category: Sales - Client Relationship Management Posting End Date: 29/01/2026
    $63k-94.5k yearly Auto-Apply 40d ago
  • IT Business Relationship Manager - Supply Chain

    Brunswick Boat Group

    Relationship manager job in Menomonee Falls, WI

    Are you ready for what's next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. Position Overview: The IT Business Relationship Manager (BRM) serves as a strategic liaison between Navico Group's Supply Chain Operations and the IT organization, ensuring technology initiatives are aligned with business goals and deliver measurable value. This role requires deep understanding of supply planning systems and the ability to drive cross-functional collaboration to deliver impactful technology solutions. The role combines business acumen with technical insight to identify opportunities for transformation, drive innovation, and support the realization of strategic outcomes. At Brunswick, we have passion for our work and a distinct ability to deliver. Essential Functions: Serve as the primary bridge between Navico Group's Supply Chain leadership and operational teams, IT, and support organizations-managing day-to-day escalations, advising leaders on innovation opportunities, and ensuring alignment with target architecture and platforms. Collaborate with stakeholders to develop IT proposals and business cases, defining scope, ROI, risks, mitigations, resource needs, and financial requirements in partnership with portfolio management and IT teams. Represent the voice of the business within IT by articulating functional and non-functional requirements, validating solution alignment with business goals and technology roadmaps. Partner with Supply Chain leadership to develop and execute IT roadmaps that support business objectives Offer insights into industry trends, functional best practices, and innovation opportunities to guide business and technology decisions. Analyze and validate information to ensure it meets both business and IT objectives, challenges assumptions and identify optimal solutions. Leverage relationships to maintain a forward-looking view of capability development across people, processes, and technology. Lead and make decisions effectively in environments of uncertainty, ensuring progress and clarity in complex situations. Diversity of thought and experiences is fundamental when imagining the unimaginable. Certain skillsets/experiences are necessary; however, others can be developed along the way. Required Qualifications: Bachelor's degree in business, Information Systems, Computer Science, Supply Chain Management, or a related field. 7+ years of experience leading business initiatives and IT projects, including designing and delivering technology solutions across global or multi-division environments. 5+ years of hands-on experience with supply planning systems with manufacturing environments Deep expertise with supply planning systems and strong understanding of ERP systems Comprehensive understanding of end-to-end supply chain processes including demand planning, supply planning, procurement, manufacturing, and distribution Knowledge of inventory optimization, production scheduling, and capacity planning Strong collaboration and relationship-building skills across multiple levels and functions, with the ability to influence in a matrixed organization. Excellent communication skills-able to translate complex or technical concepts into clear, actionable insights for diverse audiences. Strategic thinker with strong business and technology acumen, focused on delivering measurable value. Self-motivated and resilient, with the ability to work independently and lead through ambiguity and change. Proven ability to manage multiple priorities in a fast-paced environment while maintaining a customer-centric mindset. Preferred Qualifications: Experience with platforms such as ServiceNow, ERPs (Oracle, Syteline, Dynamics), Planning applications (O9/Oracle Demand Management), Smartsheet, and/or DevOps. Background working with Supply Chain Team-particularly in collaboration with receiving, inventory management, distribution functions and systems. Strong understanding of the Supply Chain including demand planning, inventory management, distribution and logistics landscape, including emerging technologies, industry standards, solution architectures, and vendor ecosystems. Knowledge of emerging technologies such as AI/ML and IoT in supply chain applications Previous experience in manufacturing company with complex, multi-site operations Ability to communicate business needs and technical concepts clearly and succinctly, using language that resonates with non-technical stakeholders. Working Conditions: This is a hybrid role with a 3 day a week onsite requirement. Travel required 5-10% of the time. Will be in an office environment with occasional visits to our operations and manufacturing locations. The anticipated pay range for this position is $103,200 - $144,000, annually. The actual base pay offered will vary depending on multiple factors including job-related knowledge/skills, relevant experience, business needs, and geographic location. In addition to base pay, this position is eligible for an annual discretionary bonus. This position is also eligible for an award target as part of Brunswick's long-term incentive program. At Brunswick, it is not typical for an individual to be hired at or near the top end of the salary range for their role. Compensation decisions are dependent upon the specifics of the candidate's qualifications and the business context. This position is eligible to participate in Brunswick's comprehensive and high-quality benefits offerings, including medical, dental, vision, paid vacation, 401k (up to 4% match), Health Savings Account (with company contribution), wellbeing program, product purchase discounts, and much more. Details about our benefits can be found here. Why Brunswick: Whatever tomorrow brings, we'll be at the leading edge. As the clear leader in the marine industry, we're committed to our values and supporting our exceptional people. We offer and encourage growth opportunities within and across our many brands. In addition, we're proud of being recognized for making a splash with numerous awards! About Brunswick: Brunswick Corporation is a leader in the marine industry, and we're looking for people just like you to take part in the movement towards better boating for all. We rely on the thoughtful input of people from all backgrounds to create compelling, innovative products for our customers around the globe. As such, diversity, equity, and inclusion are priorities in the enduring culture of our company. As a world leader in emerging recreational products and technologies, when you join our team, you become part of some of the most innovative, forward-looking brands in the marine industry today. Next is Now! We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support. For more information about EEO laws, - click here Brunswick and Workday Privacy Policies Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************. All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************. #Brunswick Corporation
    $103.2k-144k yearly Auto-Apply 19d ago
  • Business Banking Relationship Manager (RM)

    Johnson Financial Group 3.9company rating

    Relationship manager job in Kenosha, WI

    The Business Banking Relationship Manager (RM) is responsible for delivering a best-in-class experience for business clients and developing revenue growth by generating, managing, and growing quality, profitable business loans, deposits, and fee-based relationships. The RM's primary focus is to proactively connect and consult with current and prospective clients in developing solutions to meet all of their financial services needs. KEY RESPONSIBILITIES Position Specific Responsibilities * Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services. * Responsible for developing and maintaining quality client and Center of Influence (COI) relationships. Hold regular meetings with business owners and senior executives to develop rapport with decision makers and determine appropriate banking and lending solutions so JFG is viewed as the primary provider, value-added, and trusted financial services partner. * Perform timely analysis of client financial statements to determine appropriate credit capacity, leverage, and cash flows sufficient to repay debt obligations. Negotiate and review all loan documentation. * Responsible for completing timely banking and credit renewals, annual client reviews, and collecting/reviewing financial statement requirements. Develop and maintain a high-quality deposit and loan portfolio and deepening relationships across other lines of business Sales - Advising and Servicing Clients * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. * Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals. * Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. * Expand new and existing relationships by advising and recommending appropriate solutions that will delight our clients and exceed their expectations. * Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business - Banking, Wealth and Insurance * Meets or exceeds client retention goals. * Perform proactive customer needs assessments on a regular basis. * Give persuasive sales presentations and tailors delivery and material to meet audience needs. * Applies sound judgment, innovation and appropriate creativity in management of client relationships. * Participate in an active and meaningful role in a community or industry organization. Job Requirements * Bachelor's degree preferred * 5-8 years business banking experience highly desired * Proven credit skills paired with a successful sales track record * Strong ability to prospect clients through relationship building Come as you are. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
    $73k-90k yearly est. Auto-Apply 5d ago
  • Business Relationship Manager Industrial

    Tata Consulting Services 4.3company rating

    Relationship manager job in Milwaukee, WI

    This position is part of TCS's IoT and Digital Engineering Service Line, focusing on driving business growth for customers in Industrial Machinery Industry segment such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc. The associate will have to be a "Hunter" and develop revenue-producing relationships with decision-making CxO level executives at targeted accounts / logos, as well as drive the sales cycle of all assigned / generated sales opportunities from initial prospect communication through contract execution. The candidate would be the single point of contact for the customers and drive sales, manage this high-value account, and build partnerships for services spanning across product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, and drive sales while collaborating with cross-functional teams to create business opportunities and enhance value for clients. Key Responsibilities: * Lead, Sell and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services. * Drive pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients. * Work with Regional sales teams to acquire new Logos for IOT&DE Business for TCS. * Provide domain expertise to help shape the solutions, proposal creation and value articulation to customers. * Carry out market analysis and lead business planning and strategic sales activities. * Actively engage in the marketplace to drive awareness of our IoT & Engineering solutions with targeted clients - tradeshows, research-led thought leadership, client roadshows, and workshops, etc. * Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships. * Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership. * Monitor account performance, lead business reviews, and support relationship management to expand service footprint. * Represent the company at industry events and build visibility through thought leadership and client engagements Must-Have Skills: * Strong domain experience in Industrial Segment, such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc. * Proven Sales and Client relationship experience in US Region * Exceptional communication and stakeholder management skills. Qualifications: * Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of business development experience in shaping & selling large scale technology solutions. * Experience and deep domain knowledge Industrial Machinery Customers - such as Heavy engineering and Construction Equipment, Agricultura & Farm Machinery, Industrial Machinery & Supplies, etc. * Experience of positioning offerings, developing and presenting proposals, value propositions, business cases, and complex deal structuring. * Strong technical skills with ability to engage customers with "consultative selling" is essential. * Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry. Salary Range: $150,000-$174,000 a year #LI-MG2
    $150k-174k yearly 21d ago
  • Bank Chief Experience Officer - Milwaukee, WI - Job 3658

    The Symicor Group

    Relationship manager job in Milwaukee, WI

    Bank Chief Experience Officer - Milwaukee, WI - Job # 3658Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Bank Chief Experience Officer role based in the greater Milwaukee, WI market. The selected candidate will be Responsible for setting the strategy of the bank's experience. Executes strategic initiatives focused on attracting, retaining and expanding relationships. Directs a team of leaders that oversees the branch network, service center, digital banking, marketing, the investment center, and deposit strategy and analytics. Builds strong internal collaboration with the lending, operations and functional business units. As a senior leader of the bank, ensures the overall strategic plan is fulfilled through the experience channels. Bank Chief Experience Officer responsibilities include: Sets the strategy for the bank's experience to ensure service optimization and customer satisfaction. Continually analyzes and evaluates the effectiveness of deposit products and services. Ensures the bank's sales, service and marketing operations are evolving in accordance with established policies, procedures and legal requirements. Provides innovative strategies to grow the success of the digital customer experience. Directs the strategy of the Investment business, working closely to identify areas of opportunity and ensure the customer experience is consistent. Champions the customer experience and associate perspectives in the company's strategic decision-making processes. Serves on the executive team contributing to the bank's short and long-term planning. Develops and executes on the customer relationship strategy. Regularly attends community events and engages in outreach to understand and provide appropriate products and services in areas served. Collaborates with all lines of business to promote products and services consistent with the brand. Develops leadership, including hiring, training, performance management, and coaching and development. Prepares for examinations and audits and addresses findings with priority and action. Provides strategic oversight to the bank and presents to the Board of Directors regularly. Performs other duties as assigned. Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: Bachelor's degree in Business or related field. Master's degree preferred. 10+ years of sales management, marketing, and channel development experience with a preference in the financial services industry. Proven accomplishment in creating an exceptional customer experience across multiple channels. Experience in developing quality service standards and executing to successful implementation. Accomplished in the execution of brand strategy and marketing efforts to fulfill sales objectives in collaboration with other business groups and functions. Experience leading process improvement efforts resulting in efficiencies and productivity gains. Experience managing all levels of staff through development of skills, performance management and coaching. Proven ability to independently organize work, balance multiple priorities and manage a variety of projects in a high volume work environment with strong attention to detail. Excellent verbal and written communication skills, problem solving skills, and organizational skills. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to:************************
    $58k-81k yearly est. Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in West Allis, WI?

The average relationship manager in West Allis, WI earns between $52,000 and $109,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in West Allis, WI

$75,000

What are the biggest employers of Relationship Managers in West Allis, WI?

The biggest employers of Relationship Managers in West Allis, WI are:
  1. UMB Bank
  2. US Pharma Lab
  3. Landmark Credit Union
  4. Fiserv
  5. Huntington National Bank
  6. Old National Bank
Job type you want
Full Time
Part Time
Internship
Temporary