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Relationship manager jobs in Wisconsin

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  • Psychiatry Account Manager - Green Bay, WI

    Lundbeck 4.9company rating

    Relationship manager job in Green Bay, WI

    Do you want to join a team where the mission is meaningful, the challenges are complex, and you can directly see the results of your hard work? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! Territory: Green Bay, WI - Psychiatry Target city for territory is Green Bay - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Manitowac to Appleton to Wisconsin Rapids, Ashland, Marinette and the Upper Peninsula of Michigan SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Previous experience within a specialty product sales force. Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $137,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
    $117k-137k yearly 1d ago
  • Client Service Manager

    Covenant HR

    Relationship manager job in Wisconsin

    Company - Our client is a nationally recognized leader in the printing and visual communications industry, known for delivering high-quality, customized print and graphics solutions across retail, healthcare, and corporate sectors. They are a long-established, innovation-driven organization with a reputation for excellence in customer service and production quality. Job Title - Client Service Manager Location - Minneapolis-Saint Paul area, Wisconsin, United States (In-office) Role Type - Direct Hire Must Have Skills: Prior client services or customer service experience Prior specialty print experience Ability to manage change Strong leadership ability In-office requirement Responsibilities and Job Details: Serve as the primary liaison between clients, sales, and production teams to ensure projects meet specifications, budgets, and deadlines. Oversee and manage client relationships, maintaining high levels of satisfaction and identifying growth opportunities within existing accounts. Lead, mentor, and develop the customer service team to deliver exceptional service. Manage print projects from initiation through completion, ensuring on-time delivery and quality outcomes. Coordinate production schedules and facilitate effective communication across departments. Resolve client inquiries and issues promptly and professionally. Drive operational excellence and process improvement within the customer service function. Support strategic initiatives focused on client retention and account growth. Ensure compliance with company policies, safety standards, and quality benchmarks. Utilize Microsoft Office, Adobe Acrobat, and ePS/EFI Pace software for project management and documentation. Foster a collaborative and proactive environment that promotes client success and team performance. Contribute to business development efforts by identifying opportunities for expanded client engagement.
    $65k-101k yearly est. 3d ago
  • 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. 5d ago
  • Account Manager

    Misura Group

    Relationship manager job in Hudson, WI

    Misura Group | Hudson, WI (Hybrid) Misura Group is a nationally respected retained executive search firm serving the building materials industry supply chain. We specialize in placing transformational leaders across the distribution and manufacturing supply chain. Our success is built on decades of experience, deep industry relationships, and a commitment to delivering impactful leadership talent. We're looking for an Account Manage who thrives in a relationship-driven environment and wants to make a lasting impact by connecting great companies with exceptional leaders. The Opportunity As an Account Manager - Building Materials at Misura Group, you'll be the strategic partner for our Lumber and Building Materials clients that rely on us to solve their most critical leadership challenges. You'll develop long-term relationships with decision makers, understand their business goals, and deliver talent solutions that drive measurable results. Your role bridges sales, strategy, and relationship management, giving you ownership over meaningful partnerships that shape the future of our clients' businesses. Have access to internal support leveraging our database, research team, and marketing resources. What You'll Do Build and manage a portfolio of strategic client accounts across building materials, distribution, and manufacturing Conduct consultative discovery calls to understand business challenges and leadership needs. What is the business case for this? What economic impact will this position create in the company? How will this position enhance their company culture? Partner with our recruiting and research team to develop project strategies, candidate scorecards to build out talent pools. What industries (both outside building products and outside industries) will we find the desired competencies and experience? Guide negotiations between clients and candidates, ensuring successful placements. How will this career opportunity meet the professional and personal goals of the candidate? What is the comparative business impact and cultural fit of each candidate in the pool? As a byproduct of ongoing client conversations - collect new business opportunities, continue networking, and action referrals. Engage with key client/candidates at industry events What You Need to Succeed Required: 5-10+ years of client-facing, account management, business development or sales role in the building products industry Strong relationship-building skills with senior executives and decision makers in the Lumber and Building Materials space Proven success establishing rapport, handling objections, and negotiations Passion for being a consultative partner with clients Thrive in a team culture What Will Make You Stand Out: Genuine curiosity around understanding unique business models and cultures. Passion for helping career professionals achieve their goals Studying negotiation skills is a favorite past time. Strategic mindset focused on long-term partnership value Consultative approach with deep listening skills Resilience and persistence in building trust over time Commitment to continuous learning and professional growth What Sets Misura Group Apart: Our industry knowledge base and around a wide range of business models through the supply chain. Combined with our deep understanding labor markets. The commitment to partner with our client companies creating permanent sustained solutions by hiring excellent talent. Proven Process & team-based approach around marketing, sourcing, recruiting and account management. Database of 50,000+ industry professionals. Professional newsletter and podcast reaching 17,000+ executives (30-50% open rates) Dedicated research analysts providing sourcing support on every project, structured search methodology ensuring consistency and quality Brand presence at major industry events giving you direct access to decision makers Thought leadership content positioning you as an industry expert Career Growth & Culture: Clear pathways for advancement into leadership roles Continuous Training of business case, negotiation, and recruiting best practices Values-driven team culture: People First, Customer-Focused, Long-Term Relationship-Driven We promote from within and invest in your success Compensation & Benefits Competitive base salary plus commission, full medical benefits and 401k program. Flexible work options Support from marketing and research professionals Ongoing training and advancement opportunities
    $44k-74k yearly est. 4d ago
  • Sales Manager

    Fleet Farm 4.7company rating

    Relationship manager job in Appleton, WI

    Do you have a passion for leading others? Do you have a forward-thinking mindset and have the drive to bring your team to the next level? Are you always looking for continuous improvement opportunities? If so, this opportunity is for you! The Sales Manager is responsible for 1-3 sales zones/departments within the store. Within each zone, you are responsible for creating a consistent customer experience, trip assurance, and consistent visual merchandising of product. Job duties: The Sales Manager will focus on Key Areas of Store Operations: Team Members, Customer Experience, Sales Growth, Customer Readiness, and Store planogram execution and integrity. Teach, train, coach, and mentor the team in order to develop consistent and Best in Class execution and customer service. Oversee the development and execution of individual development plans for each of your direct and indirect reports. Ensure that all areas are staffed according to budget and maximized for customer needs. In conjunction with human resources, hire, train, develop, and manage the performance of all Team Members. Responsible for consistent execution of customer readiness standards and in-stock levels to ensure trip assurance for customers. Ensure that all end caps are set and merchandised correctly and all displays are clean and have the appropriate signage. Positive promotion of Fleet Farm customer loyalty program, credit card, and other company initiatives. Job Requirements and Education: Bachelor's Degree in Business, Marketing or related field or equivalent relevant experience 3 years of management experience within a Big Box retailer preferred. Proven ability to lead, coach, and build relationships in a fast paced environment. Must be able to direct and motivate a diverse population that includes full- time and part-time team members. Demonstrated ability to act decisively with implementing solutions, planning and delegating tasks, monitoring and achieving goals, and responding to change. The ability to work a flexible schedule and have open availability, including days, nights, weekends, and holidays is required. Fleet Farm is an Equal Employment Opportunity Employer and gives all applicants for employment equal consideration regardless of race, color, sex, gender, ethnicity, religious creed or belief, national origin, ancestry, age, physical or mental disability, sexual orientation, genetic information, citizenship status, military or veteran status, pregnancy, or any other status protected by federal, state or local law. Upon request and consistent with applicable laws, Fleet Farm will provide reasonable accommodations to individuals with disabilities who need an accommodation to fully participate in the application process.
    $39k-50k yearly est. 10d 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 39d 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 3d ago
  • Commercial Relationship Manager

    CBI Bank & Trust

    Relationship manager job in Beloit, WI

    Job DescriptionDescription: GENERAL DESCRIPTION: The position of Commercial Relationship Manager requires knowledge of standard lending practices and methods, expertise in dealing with commercial lending, and the ability to source and sell a variety of loan products to community businesses while developing the bank's business clientele and portfolio. Requirements: POSITION REQUIREMENTS: Make and service a variety of secured and unsecured loans and lines of credit Provide superior customer service and financial counsel to retain current customers Identifies and solicits profitable business deposit and loan relationships to target new business Ability to handle simple to complex customer accounts, resolve a variety of customer problems and make credit decisions independently within established lending limits Meet regularly with senior management and Loan Committee on larger loans or lines of credit Ability to deal with complex issues involving multiple facets and variables in non-standardized situations Ability to define problems, collect data, establish facts, and draw valid conclusions Position may require some overnight travel to attend seminars and requires attendance at meetings prior to or after normal business hours Skills/education/experience required: Preferred candidate will possess a BA Degree from a four-year college or university: 5 to 7 years related experience in financial or banking services or equivalent combination of education and experience. Must have valid driver's license, ability to travel. Employee Benefits: In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, and on the job training opportunities. Full-time and part-time associates are offered a comprehensive benefit package including medical, dental, vision and more! We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.
    $61k-90k yearly est. 24d ago
  • Relationship Manager I and II

    Map Retirement USA LLC

    Relationship manager job in Appleton, WI

    Job DescriptionDescription: The Relationship Manager is a client-facing role responsible for supporting the ongoing service and administration of retirement plans. Acting as the primary point of contact for a designated group of clients and their advisors, this role focuses on tasks such as data collection, form preparation, and responding to routine inquiries. Relationship Manager professionally assists with annual compliance tracking, system updates, and documentation delivery while building expertise in plan operations and regulatory requirements. They work under the guidance of senior staff when addressing complex compliance matters and typically manage a book of business that includes smaller or less complex plans. Key Responsibilities Client Relationship Management Serve as the primary contact for clients and financial advisors. Respond to and complete incoming client and advisor requests. Conduct regular check-ins through outgoing calls and email. Work with Pension Consultants when compliance issues arise that require additional ERISA expertise. Resolve client issues proactively and efficiently. Provide technical and compliance guidance to clients and advisors. Conduct consultation calls with clients, auditors, and advisors. Plan Administration and Compliance Track and monitor all deliverables and deadlines for annual plan compliance. Request and collect information needed for annual administration. Prepare census requests, contributions summaries and refund forms. Identify and communicate late deposits and minimum distribution obligations. Monitor and assist with annual projects such as force outs and annual notices. Download and distribute recordkeeper disclosure and fee notices. Collaborate with actuaries. plan consultants, and internal teams on plan design and compliance questions. Update vesting schedules and process plan adjustments. Review and complete recordkeeping forms such as plan specification changes and contact updates. Assist with distributions and corrections. Assist with other projects and/or tasks as assigned. System and Data Management Maintain client data in PensionPro and ensure any client changes are communicated internally. Ensure that work is performed at a high level of quality and results are provided withing the expected internal and external deadlines. Update internal workflow systems to reflect client activity. Confirm receivables and monitor client billing in coordination with Finance. Assist with annual report publishing and documentation delivery. Manage assigned book of plans. Conversions, Terminations, and Transitions Participate in internal recordkeeper conversions and onboarding. Assist with or manage full-cycle plan terminations and service terminations, including system updates and delivery of final documents. •Collaborate with New Business team to ensure smooth transitions and accurate setup. Requirements: 0-3 years of experience in retirement plan administration or client services preferred. Basic understanding of defined contribution plan compliance preferred Strong communication and interpersonal skills. Ability to manage multiple priorities and deadlines across a dynamic book of business. Familiarity with PensionPro, FTW, or similar platforms is a plus. High level of attention to detail and problem-solving ability. Comfortable working in a fast paced, collaborative environment
    $62k-92k yearly est. 7d ago
  • Relationship Manager

    Global Payment Holding Company

    Relationship manager job in Madison, WI

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We're a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you're passionate about helping business owners thrive-and you love selling technology that transforms the way they run their operations-join our dynamic, growth-minded team. Together, we'll shape the future of commerce. Job Summary As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius , our industry-leading Point of Sale and payment platform. You'll manage the full sales cycle-from prospecting and lead generation to running demos, negotiating, and closing deals. You'll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You'll Do Sell Genius and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius helps businesses streamline payments, improve operations, and increase customer loyalty. Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. Strong communication, presentation, and negotiation skills-comfortable selling both face-to-face and virtually. High energy, self-motivated, and competitive-driven to exceed targets. Professional presence and genuine ability to connect with business owners. Familiarity with the restaurant or retail industries is a plus. Valid driver's license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications Must be 18 years or older. High school diploma or GED required; college degree preferred. Two or more years of relevant B2B sales experience. Must live within the geographic area of the posting. Background check and drug screening required per company policy. Compensation Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000+ Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Your total compensation depends on your performance, skills, and territory-your success is in your hands. Benefits Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at Global Payments Benefits. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Global Payments is an Equal Opportunity Employer. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-AT1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
    $40k-100k yearly Auto-Apply 32d ago
  • Commercial Relationship Manager, Special Accounts

    Stellantis Financial Services

    Relationship manager job in Wisconsin

    Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Commercial Relationship Manager, Special Accounts is responsible for managing a portfolio of high-risk floorplan dealerships, primarily within the Chrysler, Dodge, Jeep, and Ram brands. This role focuses on mitigating risk, resolving distressed accounts, and overseeing activities related to loan workouts, foreclosures, bankruptcies, and loss recovery to minimize financial exposure and protect the SFS Commercial portfolio. Essential Duties and Responsibilities: Manage a portfolio of high-risk or defaulted automotive dealerships, including those sold out of trust (SOT). Oversee ongoing dealer monitoring, including financial statement analysis, ratio and trend review, and formal account evaluations. Conduct intensive loan servicing and workout activities to resolve problem loans and minimize losses. Develop and implement action plans to address capitalization, profitability, and wholesale agreement compliance issues. Communicate directly with borrowers to discuss defaults and determine viable resolutions. Assess and quantify the financial impact of defaults, including unpaid lending and capital loans; recommend reserve adjustments as needed. Coordinate with Legal on all aspects of default management, including documentation, correspondence, and court proceedings. Monitor delinquencies and manage operational responsibilities related to dealer defaults, ensuring timely communication with key stakeholders. Protect company assets by securing collateral, equity, or other borrower assets to minimize exposure and loss. Other duties may be assigned; responsibilities and activities may change. Qualifications and Competencies Required To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Experience: Minimum 3 years experience in Commercial Automotive Lending. Education: High school diploma and or GED. Skills Required: Ability to define problems, gather and analyze information systematically to identify causes and effects, develop practical solutions, and make sound decisions using good judgment and experience. Strong performance focus with energy, enthusiasm, and resilience to achieve results, close issues, meet expectations, and support others in reaching their goals. Ability to identify, plan, and implement measures to meet objectives and maintain quality of service; organize and prioritize work effectively; allocate resources efficiently; and conduct systematic evaluations. Strong oral, written, and presentation communication skills. Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint. Overtime required N/A. Travel 0-25% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Qualifications Preferred: Education Bachelor's degree in Business Administration, Economics, Finance or a related. Experience Comprehensive direct experience with high risk and /or default accounts. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule This position is a hybrid role, requiring in-office presence based on business needs. The role also requires flexibility to work various shifts to meet business needs, typically between the hours of 8:00 AM and 6:00 PM, Monday through Friday, with occasional weekend availability as needed. Travel requirements are estimated at 0 25%. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.
    $51k-75k yearly est. 17d ago
  • Personal Lines Senior Client Manager

    World Insurance Associates, LLC 4.0company rating

    Relationship manager job in Stoughton, WI

    Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Position Specific Skills/Qualifications Work Experience 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products. Able to understand new technology platforms quickly Proficient in agency management systems and carrier sites Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Able to work in a team environment. Easily gains the trust and support of peers. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or Equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1 Powered by JazzHR dKxY2xsLd5
    $76k-102k yearly est. 9d 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
  • 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 3d 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 8d ago
  • Business Relationship Manager I - Officer

    JPMC

    Relationship manager job in Madison, WI

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $71k-104k yearly est. Auto-Apply 60d+ ago
  • Commercial Banker

    Great North Bank

    Relationship manager job in Appleton, WI

    Serves as the market leader and provides leadership and direction to those in an assigned market area. Performs all duties associated with the Commercial Banker position in originating, underwriting and closing secured and unsecured commercial loans in accordance with established lending objectives, policies and procedures. Establishes, maintains and maximizes relationships with existing and potential customers. Profitably grows loans, deposits and fees. Ensures that credit quality guidelines are met/monitored. PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES: Provides leadership and direction to the sales team in assigned market area. Works closely with Chief Operating Officer to ensure understanding of key initiatives and to align team with strategic plan. Maintains a portfolio of existing customers and maximizes relationship based on customer need. Gathers and oversees compilation of all needed information for loan application. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan application. Corresponds with or interviews applicant or creditors to resolve questions and negotiate deal. Monitors the financial condition of clients and takes necessary action to collect on past due accounts and ensure the ongoing repayment ability of all other accounts. Monitors the credit quality of assigned portfolio. Provides financial advice and counseling to current and prospective clients regarding conditions of the business environment and general banking trends. Develops new business. Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Facilitates negotiation with customer, both new and existing, according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loan to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Seeks business development and networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as vehicle for customers. Collects delinquent accounts in timely manner within bank procedures/processes. Develops/ negotiates revised loan repayment terms/schedules as necessary. Remains highly informed on current Bank policy and related rules and regulations. Cross trains other team members for back-up support as needed. Supports the sales culture of the Bank by seeking opportunities to promote Bank products and services. Requirements Education Bachelor's degree in business or equivalent combination education and experience Specialized training in accounting, finance and economics plus additional bank-related training Formal credit training Experience A minimum of 3 years Commercial Banking experience Other Skills and Abilities Thorough knowledge of credit and lending regulations and policies Proven business development and sales skills Strong communication skills, both written and verbal Negotiation skills Ability to interact with customers and employees with tact, diplomacy and confidentiality Resourceful, innovative and well organized Ability to assess problems and/or unusual situations and develop logical solutions Strong ethical focus Professional image Thorough knowledge/understanding of legal and regulatory matters and industry trends PERFORMANCE MEASURES: Meets or exceeds annual goals as pre-established by the CEO that are aligned with the strategic plan Loan growth Deposit growth Asset quality Fee income Loan policy and procedure quality Compliance with regulatory requirements
    $54k-81k yearly est. 60d+ ago
  • Relationship Banking Officer

    One Community Bank

    Relationship manager job in Adams, WI

    Are you passionate about building meaningful relationships with clients? Are you excited about the opportunity to work in a forward-thinking organization that invests in its colleagues? One Community Bank is currently seeking a Full-Time Relationship Banking Officer to join our dedicated team in Adams, WI. As a Relationship Banking Officer, you will have the chance to connect with clients, understand their financial goals, and provide tailored solutions to meet their needs. You will have the opportunity to build trust and make a positive impact on the lives of our clients, while also having the support of a collaborative team. At One Community Bank, we believe in thinking big and encouraging new ideas. As a Relationship Banking Officer, you will have the freedom to bring your innovative ideas to the table and help shape the future of our organization. With a flexible and customer-focused culture, you will have the opportunity to make a difference and see the upside of your efforts. If you are looking for a professional and dynamic work environment where you can thrive, apply today for our Relationship Banking Officer position at One Community Bank. You will have benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Flexible Spending Account, Competitive Salary, Paid Time Off, and Short-term and Long-term disability insurance. We offer competitive pay for this full-time, onsite role. Are you excited about this Relationship Banking Officer job? As a Full-Time Relationship Banking Officer at One Community Bank, you will have the unique opportunity to exceed client expectations and make a positive impact on the community where you live and work. With a strong focus on client service, this role allows you to work with a diverse range of clients on a daily basis, making it a vital and dynamic position within the bank. You will embrace change as an essential function of growth and actively seek out opportunities to improve every aspect of your work. With our support and a flexible, forward-thinking culture, you will have the chance to make a difference and contribute to the overall success of the organization. Join us today and be part of a team that values customer satisfaction, community impact, and personal growth. Does this sound like you? To be successful as a Full-Time Relationship Banking Officer at One Community Bank, you will need to possess a set of key skills and qualifications. Strong organizational skills are crucial in order to effectively manage and prioritize multiple tasks with meticulous attention to detail. The ability to solve client questions and concerns with warmth and a collaborative spirit is essential for fostering strong client relationships. Cash handling experience is preferred for this role, and having or being able to attain a Nationwide Mortgage Licensing System (NMLS) number is highly beneficial. Excellent problem-solving, interpersonal, and communication skills are necessary for effectively assisting clients and working within a team environment. Proficiency in advanced Microsoft Office skills is also required, as these tools and software are utilized on a daily basis. If you possess these skills and are ready to join a forward-thinking organization that values customer service and personal growth, apply today for our Relationship Banking Officer position at One Community Bank. Get started with our team! Applying for this position is a walk in the park if you feel it's a good fit for you. Best of luck!
    $58k-81k yearly est. 60d+ ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Relationship manager job in Milwaukee, WI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! 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 29d ago
  • Senior Commercial Real Estate Banker

    Wintrust Financial 4.9company rating

    Relationship manager job in Bone Lake, 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 (11 years in a row) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive 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 With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience. Minimum 7+ years of credit and commercial real estate lending experience combined Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office Demonstrate high ethical standards and personal integrity 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 annual salary range for this role is $117,000-$158,000, 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.
    $50k-65k yearly est. 12d ago

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