4375 relationship manager jobs found

Sr Client Relationship Mgr GB - SA08HE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford's Employee Benefits group is seeking a customer-focused and strategic Senior Client Relationship Manager to serve as the primary relationship leader for a portfolio of National Account clients. In this highly visible role, you will partner with customers, brokers, Account Executives, Underwriters, and internal business teams to deliver exceptional service, drive customer satisfaction, support retention and growth objectives, and ensure successful execution of employee benefits programs. This role manages a defined book of business from implementation through ongoing account management, serving as the primary support for...

Position Title Business Banking Relationship Manager Sr   Location Grand Rapids, MI 49508   Job Summary The Sr Relationship Manager - Business Banking is responsible for the acquisition, retention and expansion of business banking clients and prospects. Accountable for developing revenue growth through generation of loans, deposit and fee-based services; cross-selling all applicable bank products and services to increase the number of products/services sold; identifying and selling bank services to non-clients. Act as key point of contact for branch managers and customers as it relates to business banking needs. Responsible for leading, coaching and supporting business banking sales activities to promote business banking sales. Additionally, develop and maintain internal partnerships within Community Banking to include Branch and Market Managers, Commercial Banking, Merchant Services and Treasury Management. Business Banking deals are typically >$250K - $2.5MM in loan...

Position Title Business Banking Relationship Manager Sr   Location Fort Lauderdale, FL 33308   Job Summary The Sr Relationship Manager - Business Banking is responsible for the acquisition, retention and expansion of business banking clients and prospects. Accountable for developing revenue growth through generation of loans, deposit and fee-based services; cross-selling all applicable bank products and services to increase the number of products/services sold; identifying and selling bank services to non-clients. Act as key point of contact for branch managers and customers as it relates to business banking needs. Responsible for leading, coaching and supporting business banking sales activities to promote business banking sales. Additionally, develop and maintain internal partnerships within Community Banking to include Branch and Market Managers, Commercial Banking, Merchant Services and Treasury Management. Business Banking deals are typically >$250K - $2.5MM in loan...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will cover the West Coast and Mountain territory for our Institutional clients with our Retirement Solutions team. Living within the territory and near a major metropolitan airport is strongly preferred as this role will require travel. This is a G.SD130 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for mid-market retirement programs is the desire to help individuals retire successfully. Multiple decision-makers are engaged in...

Position Title Relationship Manager - Private/Business Banking   Location Rockville Centre, NY 11570   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client; researches and...

Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners.  Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of...

Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $100 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees.   Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $100MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the...

Description Summary: Regional Banking Relationship Manager II is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended is 30 to 80 clients. Target market is businesses with sales sizes $2 MM to $100 MM and credit exposures up to $25 MM. This role serves a mid-level sales position within Regional Banking. Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $100 mm and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from...

Position Title Senior Relationship Manager - Insurance Banking Location Nationwide, MI 48098 Job Summary The Senior Relationship Manager for our Insurance Banking team generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable laws, regulations and guidelines. Job...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Relationship Manager will be responsible for administering a book of existing accounts and onboarding new accounts functions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent will work closely with other Relationship Managers, administrators, support areas, and external clients. Job...

LOCATION: Boca Raton, FL, Hybrid.  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Sr Client Relationship Mgr GB - SA08HE Client Relationship Manager - SA08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           Senior Client Relationship Manager (Regional & National Accounts) FUTURE OPPORTUNITY- While this position is not an active opening at this time, we are building a pipeline of talented professionals interested in future opportunities within The Hartford's Employee Benefits Sales organization. Qualified candidates who apply may be contacted to discuss their background, career interests, and potential future opportunities that align with their experience and our business needs. Internal employees with an interest in this career path are encouraged to work with their manager...

Description Summary: The Associate - Corporate, Specialty and Government Banking RM is responsible for supporting Senior Corporate Banking Relationship Managers in the building and servicing of a sound and profitable portfolio of commercial business relationships, satisfying and exceeding customer needs and expectations, and meeting credit and regulatory requirements, through the origination and structuring of Commercial loans.  The role also serves as a developmental position for future assignment as an Associate Director - Relationship Manager. Duties and Responsibilities: Assist Senior Corporate Banking Relationship Managers with their marketing efforts by researching clients and prospects. Create proposals and pitch materials for assigned Corporate Banking team(s). Develop and maintain financial models for a standard set of pitch templates.  Interact with OCR partners in the development of team call...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial advice...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Commercial Banking Relationship Manager Team Leader is responsible for managing a team of Relationship Managers (RMs), in addition to managing a portfolio of Commercial Banking relationships, including companies with annual sales typically between $5 MM - $100MM + . This role will also provide support for and development of direct...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Relationship Manager is responsible for managing a portfolio of commercial banking clients, e.g., companies with annual sales typically between $20-100MM+ and total exposures of $10-50MM+.  This role will retain and expand existing commercial banking relationships, as well as source new commercial relationships via systematic...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Position Title Senior Relationship Manager, Franchise Finance Location Nationwide, MI 48098 Job Summary The Senior Relationship Manager, Franchise Finance within Specialized Industries is responsible for originating new business and managing complex client relationships across the restaurant and fitness sectors, with a primary focus on franchisees, franchisors, and chain brands. The role serves as a trusted advisor to large and middle-market operators, leveraging deep industry expertise, market intelligence, and strong network connections to deliver tailored banking and credit solutions that align with the bank’s risk framework, growth objectives, and capabilities. The Senior Relationship Manager leads all aspects of relationship strategy, business development, deal origination, structuring, and portfolio oversight while partnering closely with product, credit, risk, and operational teams to drive profitable growth, maintain portfolio quality, and deliver an exceptional...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Treasury Relationship Manager provides Treasury Management sales support to Commercial, Retail and all other areas of the Bank.  In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships...

Location: Hybrid to Richfield, MN or Chicago, IL  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're...