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Relationship manager jobs in West Allis, WI

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  • Accout Manager

    YASH Technologies 3.9company rating

    Relationship manager job in Milwaukee, WI

    Hi, We at Yash Technologies are looking for Account Manager , if you are looking for new opportunity, please share your updated resume. Description: YASH Technologies is a 25+ year-young company with a goal to quadruple our revenue in the next 4 years. The kind of energy typical in a start-up, mixed with a strong foundation is what you will get to see at YASH today. As they say, what got you this far is not enough to get you to the next big milestone; and we are at that inflexion point. As a part of our growth plans, we are in the process of building on our strengths, while changing the way we operate internally and how we serve our customers. An ideal candidate should have below skills: · 6-8 years of experience in Account management. · 2-4 years of prior experience in management/business/IT consulting (client facing preferred) focused on project delivery tasks: requirement gathering, project planning, business analysis, etc.. · Good to have: 4 +years of Sales / PreSales / Business Development experience in an enterprise-level sales role or other high-ticket IT consultative selling role coupled with solution-building capabilities · Experience working with CxO level · Account Mining: Experience in growing the existing revenue base and hunting for new business within the assigned account · Build and manage executive-level client and stakeholder relationships and expand project portfolio beyond current opportunities · Strong analytical, problem-solving, innovative-thinking and consultative mindset that leverages structured, logical thinking · Exceptional oral and written communication skills. Must be a self-starter who can learn on the job with minimal oversight · Desire to work in a business and IT hybrid role with onshore/offshore working model · MBA Preferred; at a minimum Bachelor's degree in Engineering from accredited university with strong academic record · Domain expertise and project management a plus but not mandatory · Willingness to travel, if needed. Must Have Skills: · Excellent communication skills. Ability to clearly articulate difficult concepts with customer and internal YASH stakeholders. · Conceptual understanding of broad enterprise technologies such as ERP, Digital and Infrastructure including latest technology trends. · Conceptual understanding of broad business processes such as supply chain, HR, finance, manufacturing and general industry understanding. · Experience working with D/V /leadership level customers · Expertise in various IT Services engagement models · Team Player - extensive experience working with onsite-offshore teams · Self-starter who can learn on the job with minimal oversight · Strong analytical, problem-solving, innovative-thinking and consultative mindset that leverages structured, logical thinking · Bachelor's degree in Business from accredited university with strong academic record
    $81k-117k yearly est. 3d ago
  • Client Partner - Milwaukee | Manufacturing

    Slalom 4.6company rating

    Relationship manager job in Milwaukee, WI

    Who You'll Work With Our Manufacturing industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Slalom is actively seeking a Client Partner in Milwaukee to grow the Slalom brand within our Manufacturing clients and sector and manage our largest and strategic accounts across the industry. This role is targeted at a Director or Senior Director level. The Client Partner will lead the way in solving Manufacturing's most pressing challenges across all of our services. Do you thrive on standing beside clients to set strategic direction, deliver solutions and innovate for the future? We'd love to get to know you! What You'll Do Business Development: * Identify and lead opportunities within our managed accounts. * Comfortable selling to and creating new opportunities within the Manufacturing portfolio. * Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions for advisory work. * Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Manufacturing clients. Client Service and Delivery Leadership: * Drive account growth by developing annual account plans and executing the strategy to drive new sales. * Guide the development teams to ensure strong delivery that is aligned with the client goals. * Utilize your deep manufacturing knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can come in to help them achieve business objectives. * Lead from the front through billable roles on active engagements such as client service lead, delivery lead, SME, engagement lead or accountable executive. * Provide oversight and governance across all sold/managed engagements. Operate a fiscally healthy manufacturing sector including levers such as utilization, revenue, gross profit and pipeline. Portfolio Leadership: * Assist in developing the industry strategy and business plan for the portfolio. * Collaborate with other practices to bring new solutions to market. * Identify opportunities for growth/maturation of Slalom offerings, and help set the direction for that growth * Provide thought leadership to clients through developing market POVs. What You'll Bring Industry Background / Knowledge: * Deep understanding in the Manufacturing vertical * Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). * Lead and participate in elaborate discussions with professionals and senior executives within the manufacturing vertical. Qualifications, Skills, and Competencies: * A minimum of 5 years of experience in leading large complex accounts in a consulting firm with focus on manufacturing clients preferred. * Minimum 10+ years of account + delivery management experience in consulting. * Advanced project delivery including all aspects of program/project management and client relationship management. * Excellent negotiation, conflict management, problem-solving and decision-making skills * Experience working with our partner eco-system a plus (AWS, Microsoft, Salesforce, Google Cloud, etc…) * Comfortable working with and/or selling to Senior C-Suite Executives. * Strong executive presence. * You must live within a commutable distance to the Milwaukee Metropolitan Area. About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer additional benefits such as a yearly $350 reimbursement account for any well-being related expenses as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $161,000 to $258,000 and the targeted base salary range is $215,000 to $230,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
    $215k-230k yearly 60d+ ago
  • Private Banking Relationship Manager

    Johnson Financial Group 3.9company rating

    Relationship manager job in Waukesha, WI

    The Private Banking Relationship Manager (PBRM) is responsible for proactive business development while managing an existing portfolio of private banking clients. Position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The PBRM will act as the lead relationship manager and responsible party for delivery of all JFG products and services thru a collaborative, OneJFG approach. Key Responsibilities * Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. * Responsible for helping clients across all of their financial goals and striving for significant revenue growth by making sure clients are taking advantage of all appropriate products and services. * Deliver a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking. * Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics * Understand client's financial objectives through consistent purposeful discovery process * Work within a collaborative environment to deliver the most appropriate products and services integrating JFG's personal and corporate services. * Proactive engage assigned portfolio and match prospect or client needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship. * Thorough management of complex financial solutions in deposit and credit products; including: communication, implementation, maintenance and on-going administration of the complete client relationship. * Utilizes effective use of the JFG CRM system as a primary tool for managing client relationships. . 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 market 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 exceed client expectations. * Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business * Meets or exceeds client retention goals. * Perform 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 * Minimum of 4 years experience in the financial industry in a client facing business development role. * Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis. * Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education. * Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home & Auto Insurance licenses highly desired. * Experienced Private Banking RM's are required to have an advanced designation of CFP, CWS, ChFC, CPA, or JD.. Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors * Strong working knowledge of MS Office products; ability to effectively utilize JFG Private Banking Operating systems. 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.
    $64k-78k yearly est. Auto-Apply 37d ago
  • Regional Relationship Manager - Menomonee Falls

    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 2d 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 Partner Consultant, DentaQuest

    Sun Life 4.6company rating

    Relationship manager job in Hartford, 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: The opportunity: The Client Partner is responsible for contract deliverables, including compliance reporting, financial reporting and service level performance reporting. The Client Partner is also responsible for ensuring effective coordination and 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, conference calls, and day-to-day interaction. Provide support to DentaQuest leadership for 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 RFP and contract. Identify and communicate client expectations to DQ leadership and staff, and ensure expectations are delivered effectively. 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 updating Office Reference Manuals, implementing corrective action plan response and effectively organizing client audits. 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. 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. 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 working with Medicare Advantage programs/ 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 20% local travel required Ability to work in a traditional professional office setting/remote equivalent. Ability to effectively operate computer equipment. Work schedule may vary and is determined by project schedules. Ability to travel as projects dictate Ability to efficiently operate all job-related office equipment. Ability to communicate via telephone and work in virtual teams The office environment is active with high voice levels and interruptions that may challenge hearing and concentration. 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. Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. 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: 30/12/2025
    $63k-94.5k yearly Auto-Apply 60d+ 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. Innovation is the heart of Brunswick. See how your contributions will help transform vision into reality: 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 $84,500 - $136,100, 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 Navico Group: Navico Group is a stand-alone division of Brunswick, the world's largest recreational marine business. Navico Group is the global leader in technology, systems and solutions for a variety of industries, from Marine & RV to Specialty Vehicles and beyond. Our broad portfolio consists of the industry's leading brands in Power Systems, Digital Systems, Fishing Systems, and Performance Components including Ancor, Attwood, B&G, BEP, Blue Sea Systems, C-MAP, CZone, Garelick, Lenco, Lowrance, Marinco, MotorGuide, Mastervolt, ProMariner, RELiON, Simrad and Whale. Our team is committed and driven, every day, to be the most trusted supply partner to the marine and mobile industries...and beyond. 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
    $84.5k-136.1k yearly Auto-Apply 58d 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 1d ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Relationship manager job in Milwaukee, WI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 28d ago
  • Senior Premier Banker - NEW BERLIN - New Berlin, WI

    W.F. Young 3.5company rating

    Relationship manager job in New Berlin, WI

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $42k-63k yearly est. Auto-Apply 2d ago
  • Senior Premier Banker - NEW BERLIN - New Berlin, WI

    Wells Fargo 4.6company rating

    Relationship manager job in Hales Corners, WI

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting End Date:** 13 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-497574
    $46k-88k yearly est. 60d+ ago
  • Account Manager, Private Client

    Risk Strategies 4.3company rating

    Relationship manager job in Mount Pleasant, WI

    The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: * Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business * Actively service and retain existing accounts to mitigate client risk and exposure * Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system * Respond to client inquiries, service requests and claims issues within established timelines * Participating in the retention of renewal business * Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client's acceptance/declination in agency management system * Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities * Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options * All other duties assigned by PCS Regional Leader as needed Successful Candidates Will Have: * 5+ years' Personal Lines client management experience * Valid P&C brokers' license * College degree preferred * Industry specific designations preferred- CAPI, CPRIA, CIC or similar * Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred * Extensive knowledge of Private Client underwriting, coverage and procedures Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
    $56k-80k yearly est. Auto-Apply 60d+ ago
  • Automation Account Manager

    SMC Corporation 4.6company rating

    Relationship manager job in Milwaukee, WI

    PURPOSE * The Automation Account Manager is responsible for representing SMC in all business activities associated with the specific industry. The Industry Specialist is responsible for projects and/or Industry specific customer account support. This position also has the responsibility to create and develop on-going business relationships to increase market share and obtain growth. The Industry Specialist will develop and maintain a senior Sales and Engineering role and take on project management at target accounts. Assist the Industry Sales and Global Industry Manager execute new sales strategies for industries as they are developed and released to the market. ESSENTIAL DUTIES * Profitably grows sales through proactive management of top strategic accounts. * Presents all of SMC's capabilities, services and products to current and prospective customers. * Drive SMC specification at the customer level. * Represents customer's needs and goals within the organization to ensure quality. * Leads all aspects of the sales process, calling upon others to assist in solution development. * Document sales calls, projects, opportunities, contacts, success reports and activity in CRM. * Completes detailed SAP and forecasts as required * Maintains/creates very strong and deep-rooted relationships with key decision makers within designated strategic target accounts; recognized and respected by customer's top management team within top rated accounts. * Effectively utilize SMC tools and resources to ensure organizational consistency and efficiency * Meet or exceed target sales goals as detailed by Branch and Sales Managers * Have passed all Pneumatic theory and other technical training required by SMC. * Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional associations. * Promote a team selling environment by sharing knowledge and fostering cross functional support. * Work with marketing to create catalogs, flyers, brochures and other materials promoting the industry * Work with the Global Industry Manager to communicate and coordinate efforts for target accounts internationally * Provide continuous training to all sales and ISS representatives * Assist the SMC training group with local presentations of training courses * Participate at national, regional and local trade shows to support product promotion within the assigned industry * Successfully complete other duties as prescribed by sales management PHYSICAL DEMANDS/WORK ENVIRONMENT * Fast paced environment (includes both office and field work) * Travel with some extended stay away from home * Physically capable of lifting SMC products and displays up to 50 lbs. * Varying work hours MINIMUM REQUIREMENTS * Bachelor's Degree in Business, Marketing, or related technical field or equivalent experience * Minimum of five (5) years of sales experience with SMC or equivalent industry sales experience * Excellent communication, problem-solving, project management and leadership skills * Proficient in the use of computers and ability to learn new programs and tools as required * Clean Driving Record For internal use only: Sales001
    $46k-74k yearly est. 50d ago
  • Account Manager - Iowa

    Akzo Nobel N.V 4.7company rating

    Relationship manager job in Waukegan, IL

    About AkzoNobel Since 1792, we've been supplying the innovative paints and coatings that help to color people's lives and protect what matters most. Our world class portfolio of brands - including Dulux, International, Sikkens and Interpon - is trusted by customers around the globe. We're active in more than 150 countries and use our expertise to sustain and enhance the fabric of everyday life. Because we believe every surface is an opportunity. It's what you'd expect from a pioneering and long-established paints company that's dedicated to providing sustainable solutions and preserving the best of what we have today - while creating an even better tomorrow. Let's paint the future together. For more information please visit ***************** 2024 Akzo Nobel N.V. All rights reserved. Territory Management The Account Manager will be responsible for overseeing and expanding sales within the Iowa Region, with frequent travel across Pella, or Demioines, specifically. Job Purpose The purpose of this role is to serve as the frontline sales representative responsible for executing the agreed-upon sales and profitability targets within the assigned territory. This includes developing new business opportunities and expanding relationships with existing customers to drive sustainable growth. As an entry point into our sales organization, the role provides hands-on exposure to our products, customers, and core business operations. The position requires travel within the Midwestern territory-primarily throughout Iowa-to support customer engagement and fulfillment of the responsibilities outlined below. Key Responsibilities The key responsibilities reflect the on-site, technical sales nature of the position, including its line-management development focus. Revised Key Responsibilities * Manage a portfolio of customers within the designated territory and execute the regional sales plan. * Conduct on-site customer visits to understand production processes, provide technical support, and identify opportunities for product improvement or new product introduction. * Screen the customer base for new opportunities, generate leads, and maintain a healthy sales pipeline. * Provide agreed-upon levels of contact, service, and support to ensure sales targets are achieved. * Monitor sales performance against targets; identify gaps, report findings, and recommend corrective actions as needed. * Collect, analyze, and report customer feedback and market insights to support product positioning and market penetration strategies. * Promote a positive company image and cultivate long-term customer relationships through proactive engagement and technical expertise. * Gain foundational experience with line-management responsibilities as part of long-term sales leadership development. * Coordinate export shipments, including order processing, shipment logistics, and collections. * Administer international sales programs and promotions in collaboration with internal stakeholders. * Support the coordination of international co-op initiatives and promotional activities. * Resolve international warranty claims in a timely and professional manner. Level of Autonomy * Independently prepare sales presentations, contracts and proposals to ensure successful outcome of transactions. * Manage claims negotiation to minimize liability. Job Requirements * Bachelor's degree preferred * Knowledge & Work Experience - Paints and coatings industry, any B2B industry environment. * 3-5 years of work experience in commercial roles, sales and key account management or sales to strategic accounts required * Fluent in English * Skills - Stakeholder management, project management, decision making, creating value propositions, drive, results orientation, customer service orientation, problem solving, communication and presentation, commercial and business acumen, basic understanding of cross functional processes and financial concepts related to sales and cost to serve * Must be able to participate and complete a qualitative and quantitative respirator fit test, and use respirator as required. Benefits/Rewards The salary range for these skills is: $79,000 to 99,000. This is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range. This salary range may also be modified in the future. Benefits: Medical insurance with HSA • Dental, Vision, Life, AD&D benefits • Annual bonus • 401K retirement savings with 6% company match • Sales Force Incentive • Generous vacation, personal and holiday pay • Paid Parental leave • Hybrid work for most exempt roles • Active Diversity & Inclusion Networks • Career growth opportunities on a regional and global scale • Tuition Reimbursement • Career growth opportunities • Employee referral bonus • Why AkzoNobel? At AkzoNobel, we believe in the power of innovation and the importance of continuous improvement. We offer a dynamic work environment where you can make a real impact. Join us to be part of a team that values excellence, creativity, and sustainability. At AkzoNobel we are highly committed to ensuring an inclusive and respectful workplace where all employees can be their best self. We strive to embrace diversity in a context of tolerance. Our talent acquisition process plays an integral part in this journey, as setting the foundations for a diverse environment. For this reason we train and educate on the implications of our Unconscious Bias in order for our TA and hiring managers to be mindful of them and take corrective actions when applicable. In our organization, all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability. Requisition ID: 48736 #On-site #LI-KG1
    $79k-99k yearly 1d ago
  • Account Manager - Entertainment & Transportation

    Inpro Career 4.4company rating

    Relationship manager job in Muskego, WI

    Join a Milwaukee Journal Sentinel Top Workplace hall of fame company, 16 years in a row! Maybe it's our focus on employee culture, maybe it's the generous time off, or just that we are an Employees First company altogether, but there's a reason why you'll find most of our employees have made Inpro their career, not just a job. We are currently seeking a motivated Account Manager to join our Spaces sales team. What you will do: Identify quality opportunities in pre-construction phase to get specification inclusion to ensure a high close ratio Identify and develop relationships with all key decision makers related to a project opportunity to maximize sales opportunities and close ratios with facility end-users. Utilize effective, regular and positive communication with Inside and Outside Reps to develop strong relationships with architects, designers, general contractors to secure projects. Effective and timely follow-up of bids, marketing leads and inquiries to increase sales volume. How you do it: Educate customers on the benefits of choosing Inpro with ease and confidence both on the phone and in email Exude passion and dedication every day to succeed. Utilize and maintain all sales data systems such as, Salesforce, Experlogix and NetSuite Demonstrate effective project management skills through timely follow up and coordination to maximize close ratio. Ensure all policies and procedures are followed during the project process. Attributes: Learner - Know your products and markets Collaborator - Work well with all internal and external customers Excellent communicator - Be professional, clear and concise Problem solver - Create and deliver solutions for our customers Teacher - Actively support and contribute in all cross promotion of all Inpro products Curious - Ask great questions to uncover customer needs Persuasive - Make the case for Inpro solutions Confidence - To close the deal Education and Experience: College Degree preferred BTB telesales experience preferred Excellent listening, probing and closing skills
    $39k-59k yearly est. 28d ago
  • Account Manager - General Line

    Ingersoll Rand 4.8company rating

    Relationship manager job in Menomonee Falls, WI

    Account Manager - General Line BH Job ID: 1971 SF Job Req ID: 12411 Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Job Title: Account Manager - General Line Location: Remote in Territory - Madison, WI About Us: Imagine a company with technology leadership of over 160 years, yet it operates with the energy of a startup. Ingersoll Rand has dedicated itself to Making Life Better for its employees, customers, shareholders, and planets. We produce innovative and mission-critical flow creation and life science technologies - from compressors to precision handling of liquids, gases, and powers - to increase industrial productivity, efficiency, and sustainability. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more. Across the globe, we're driving growth with an entrepreneurial spirit and ownership mindset. Learn more at irco.com and join us to own your future. Job Overview: Our Ingersoll Rand's Compression Systems and Services Customer Center is hiring a General Line Account Manager to join their team. In this role, you will be responsible for driving the Customer Center equipment sales and service activity for a specific territory. Traveling in a defined geographic area, this includes quoting, strategizing, prospecting, and developing relationships to achieve revenue targets, maximize profits, increase market share and maintain customer loyalty while achieving organizational goals. The position is a unique blend of supporting a major distributor and selling direct to customers. Responsibilities: * Generate Revenue - Responsible for generating sales of equipment, service contracts, and service offerings with our direct end users and partners selling to a defined customer base within a geographic area.? Develop existing customer base and secure new, competitive accounts to expand IR presence in the market. Provide and design compressed air solutions to fulfill industrial customer needs. Products include compressed air equipment, accessories, turnkey installations, service contracts, parts, service, rental equipment and energy audits. Keep current with all product knowledge, industry standards and training needed. Execute strategy for continuous improvement and exceeding customer satisfaction. Achieve all assigned sales targets. * Develop People Capabilities - Provide selling skills and product/services training for dealer sales personnel (as required) as well as personnel within customer center. Partner with services team to best understand products and services and satisfy and anticipate customer's needs. * Manage Cash - Ensure that all orders obtained are error-free with correct customer documentation. Ensure resolution of all customer disputes. Manage all costs associated with selling efforts, including travel and entertainment expenditures. * Ensure adherence to safety rules (vehicle safety, customer site safety) in the field, as well as in the customer center. * Earn Customer loyalty by collaborating cross functionally. Leverage best support for customers by partnering with service team to help troubleshoot customer issues or offer unique solutions. * Maintain Customer Relationship Management database including face-to-face customer interactions, assets, agreements, contacts, and opportunities in order management system. Record order follow-up activities (e.g. delivery), reporting requirements (email) and database requirements. Provide feedback on market conditions. Responsible for driving and tracking sales pipeline of all account activity and daily reporting. Requirements: * Bachelor's Degree * 4+ years' of experience in an industrial sales business setting Core Competencies: * Excellent relationship-building and interpersonal skills, including verbal, written and presentation communication skills. * Establishes and builds solid relationships with customers, key institutions and team members * Honest, self-motivated and team oriented. * Able to work within a team environment and independently. * Mechanical and electrical expertise required. * Ability to assess customer needs, analyze and interpret, perform basic equipment performance calculations, and to recommend technical solutions * Tech savvy; knowledge of Salesforce preferred * Proven business and sales acumen, including the ability to prospect accounts, effectively navigate within a customer organization, value sell, and win competitive accounts * Must have excellent prioritization and time management skills Preferences: * Bachelor's degree in engineering, engineering technology, business or equivalent * Knowledge of Salesforce Travel & Work Arrangements/Requirements: * Regional travel to customer sites is required within assigned geographic territory. * Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI in the previous 5 years, Hit & Run, License Suspension, Reckless/Careless Driving, Multiple smaller infractions or preventable collisions in the previous 3 years. What we Offer: At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.
    $66k-108k yearly est. 2d ago
  • Account Manager, Low Carbon Cementitious Solutions

    Graymont 4.0company rating

    Relationship manager job in West Bend, WI

    Full-Time, Permanent Central US We are seeking a motivated Account Manager to drive Graymont's sustainable initiatives and make a significant environmental impact. The ideal candidate should be comfortable in industrial settings and have a strong understanding of the mining and the construction industry, particularly cement and ready-mix applications, along with a desire to learn about lime manufacturing and its uses. Reporting to the Director of Sales & Distribution, the successful candidate will have extensive commercial experience and the ability to effectively communicate the unique benefits of Graymont's products. This role requires strong relationship-building skills and the ability to collaborate in a complex, matrixed environment. Responsibilities: * Proactively lead a customer strategic account planning process that develops mutual performance objectives. * Maintain strong relationships with a level of customer organizations including senior management, procurement, operations, technical and supply chain. * Negotiate pricing, and contract terms with current and potential customers to achieve profitability goals. * Provide technical and applications support to our customers on the utilization and handling of our products. * Identify and develop growth opportunities and work collaboratively with marketing, technical service, product development, and other functions within Graymont to take advantage of these opportunities. * Work closely with our plant personnel, marketing, technical service and customer service departments to meet customer's expectations on quality or our products and services. * Develop a key understanding of competitive threats and correlate sales planning to combat these threats. * Comply with sales support processes and systems including producing sales reports on customer calls. * Accurately prepare the annual and long-term sales budget and operating plans. * Provide timely and accurate updates to the sales forecast. * Proactively manage and assist in the collection of past due accounts. * Actively lead and participate in cross-functional project teams. Qualifications: * Education: Bachelor's or associate degree in technical fields, marketing, business, or a related discipline, or equivalent experience. * Professional Experience: Minimum of five (5) years of progressive experience in sales. Industrial markets and mining segment experience is an asset. * Beneficial Experience: Operational experience to understand user pain points and the practicality of products. * Technology Requirements: Proficient in MS Office Suite such as Word, Excel, PowerPoint, and Outlook. * Travel Component: Ability to travel within North America, with an estimated travel requirement of approximately 30% to 50% of the time. * Language Requirements: Bilingual proficiency in English and Spanish is an asset but not required. Who You Are: * Effective Communicator: You are an active listener who can communicate effectively with different audiences in diverse situations. * Creative Thinker: You think outside the box and generate innovative ideas that drive progress and solve challenges. * Problem Solver: You love immersing yourself in difficult technical problems and coming up with solutions that work. You think outside the box and use your experience and intuition to identify when such solutions are realistic. * Collaborative: You thrive in a multi-disciplinary team environment and believe that we can get further, faster by working together. * Results-Oriented Professional: You work with a sense of urgency, are results-driven, and thrive in a fast-paced, interdisciplinary, and entrepreneurial environment. Who We Are Founded in 1948, Graymont is a trusted global leader in essential calcium-based solutions. Professionally managed and family-owned, we proudly serve a wide range of markets, customers, and communities throughout North America and Asia Pacific. Graymont is also the strategic partner of Grupo Calidra, the largest lime producer in Latin America. Graymont's strategy is anchored in its strong commitment to its core values of integrity, respect, teamwork, innovation, excellence, accountability, and long-term perspective. Central to our philosophy is a long-term approach to our business, built on a solid commitment to sustainable growth and focus on decarbonization, all of which is embodied in our mission statement: Contributing to a decarbonized world by providing essential lime and limestone solutions. To learn more about the employment experience at Graymont, click here. If you're interested in exploring our current job opportunities, please visit us at ****************************
    $47k-76k yearly est. 28d ago
  • Business Relationship Manager

    Brunswick Boat Group

    Relationship manager job in Menomonee Falls, WI

    Are you ready for what's next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. Job title: Business Relationship Manager Reference #: ND076083 Location: N85W12545 Westbrook Crossing, Menomonee Falls, WI 53051 Wage: $118,976 Job duties: Acts as the bridge between the functional/business teams, technical teams and support teams including day-to-day escalations, general guidance to Navico Group leaders on the “art of the possible”, and partnering with technology resources to fully realize benefits of target architecture and platforms. Partner with key stakeholders to create and process IT initiative proposals or business cases, collaborating with business stakeholders, portfolio management, and IT resources to define scope, ROI, risks & mitigations, major components of work, staffing requirements, and financial needs. Serve as internal voice of the customer as needed by articulating business needs; validate functional and non-functional requirements are met by any proposed solutions as well as confirming alignment to technology roadmaps. Align strategic and tactical business objectives for Navico Group with corresponding IT objectives and long-term roadmaps. When necessary, Project Lead/Manage initiatives that require full lifecycle execution from ideation to solution execution. Provide insights and thought leadership on industry/functional trends and best practices to guide business priorities and technology decisions. Critically evaluate the information gathered to ensure it meets the needs of the business area as well as IT goals. Referral Policy: This position qualifies for Brunswick's internal referral policy. Job Requirements: Requires a Bachelor's degree in Information Systems, Computer Science, Information Management, a related field, or a foreign equivalent. Must have 3 years of experience in job offered or related occupation. Must have 3 years of experience in the following skillsets: Experience facilitating the development and implementation of business initiatives and projects based on organization objectives; creating technology solutions to solve business problems; working with third parties to enhance/enable delivery for the business; with ServiceNow, DevOps, or JIRA; in data and analytics, supply chain and operations with demonstrated examples digital transformation; and in the IT industry, including with emerging technologies and trends, industry standards, solution architecture and vendor landscape. Telecommuting work permitted; Position may work in various unanticipated location throughout the U.S. Next is Now! We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support. For more information about EEO laws, - click here Brunswick and Workday Privacy Policies Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************. All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************. #Brunswick Corporation
    $119k yearly Auto-Apply 7d ago
  • Business Banking Relationship Manager

    Old National Bank 4.4company rating

    Relationship manager job in McHenry, IL

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is currently seeking to fill the role of Business Banking Relationship Manager. The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business 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 salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. 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 Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex 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 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 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 or equivalent work experience. Minimum 5 years relevant commercial 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. 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.)
    $67k-84k yearly est. Auto-Apply 21h ago
  • Account Manager - General Line

    Ingersoll Rand 4.8company rating

    Relationship manager job in Watertown, WI

    Account Manager - General Line BH Job ID: BH-1971-10 SF Job Req ID: Account Manager - General Line Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Job Title: Account Manager - General Line Location: Remote in Territory - Madison, WI About Us: Imagine a company with technology leadership of over 160 years, yet it operates with the energy of a startup. Ingersoll Rand has dedicated itself to Making Life Better for its employees, customers, shareholders, and planets. We produce innovative and mission-critical flow creation and life science technologies - from compressors to precision handling of liquids, gases, and powers - to increase industrial productivity, efficiency, and sustainability. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more. Across the globe, we're driving growth with an entrepreneurial spirit and ownership mindset. Learn more at irco.com and join us to own your future. Job Overview: Our Ingersoll Rand's Compression Systems and Services Customer Center is hiring a General Line Account Manager to join their team. In this role, you will be responsible for driving the Customer Center equipment sales and service activity for a specific territory. Traveling in a defined geographic area, this includes quoting, strategizing, prospecting, and developing relationships to achieve revenue targets, maximize profits, increase market share and maintain customer loyalty while achieving organizational goals. The position is a unique blend of supporting a major distributor and selling direct to customers. Responsibilities: * Generate Revenue - Responsible for generating sales of equipment, service contracts, and service offerings with our direct end users and partners selling to a defined customer base within a geographic area.? Develop existing customer base and secure new, competitive accounts to expand IR presence in the market. Provide and design compressed air solutions to fulfill industrial customer needs. Products include compressed air equipment, accessories, turnkey installations, service contracts, parts, service, rental equipment and energy audits. Keep current with all product knowledge, industry standards and training needed. Execute strategy for continuous improvement and exceeding customer satisfaction. Achieve all assigned sales targets. * Develop People Capabilities - Provide selling skills and product/services training for dealer sales personnel (as required) as well as personnel within customer center. Partner with services team to best understand products and services and satisfy and anticipate customer's needs. * Manage Cash - Ensure that all orders obtained are error-free with correct customer documentation. Ensure resolution of all customer disputes. Manage all costs associated with selling efforts, including travel and entertainment expenditures. * Ensure adherence to safety rules (vehicle safety, customer site safety) in the field, as well as in the customer center. * Earn Customer loyalty by collaborating cross functionally. Leverage best support for customers by partnering with service team to help troubleshoot customer issues or offer unique solutions. * Maintain Customer Relationship Management database including face-to-face customer interactions, assets, agreements, contacts, and opportunities in order management system. Record order follow-up activities (e.g. delivery), reporting requirements (email) and database requirements. Provide feedback on market conditions. Responsible for driving and tracking sales pipeline of all account activity and daily reporting. Requirements: * Bachelor's Degree * 4+ years' of experience in an industrial sales business setting Core Competencies: * Excellent relationship-building and interpersonal skills, including verbal, written and presentation communication skills. * Establishes and builds solid relationships with customers, key institutions and team members * Honest, self-motivated and team oriented. * Able to work within a team environment and independently. * Mechanical and electrical expertise required. * Ability to assess customer needs, analyze and interpret, perform basic equipment performance calculations, and to recommend technical solutions * Tech savvy; knowledge of Salesforce preferred * Proven business and sales acumen, including the ability to prospect accounts, effectively navigate within a customer organization, value sell, and win competitive accounts * Must have excellent prioritization and time management skills Preferences: * Bachelor's degree in engineering, engineering technology, business or equivalent * Knowledge of Salesforce Travel & Work Arrangements/Requirements: * Regional travel to customer sites is required within assigned geographic territory. * Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI in the previous 5 years, Hit & Run, License Suspension, Reckless/Careless Driving, Multiple smaller infractions or preventable collisions in the previous 3 years. What we Offer: At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. TO APPLY: Please apply via our website ******************************* by April 12, 2025 in order to be considered for this position. What We Offer At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
    $66k-107k yearly est. 2d 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. BMO Capital Markets
  3. Old National Bank
  4. TSYS
  5. US Pharma Lab
  6. PNC
  7. Fiserv
  8. Huntington National Bank
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