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Client relationship manager Jobs in Madison, WI

Last updated: 20 hours ago
  • Promoted
Dealer Relationship Manager I- Indirect Auto

Dealer Relationship Manager I- Indirect Auto

PNC Financial Services GroupMadison, WI, US
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 1 day ago
Relationship Manager II - Vendor Finance

Relationship Manager II - Vendor Finance

PNC BankMiddleton, WI
To apply for this position please.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our cu...Show moreLast updated: 30+ days ago
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CLIENT EXECUTIVE

CLIENT EXECUTIVE

NetAppWI, United States
$211,140.00–$273,240.00 yearly
Full-time
NetApp is the intelligent data infrastructure company, turning a world of disruption into opportunity for every customer. No matter the data type, workload or environment, we help our customers iden...Show moreLast updated: 1 day ago
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Telephonic Client Manager

Telephonic Client Manager

RELXMadison, WI, United States
Full-time
Do you enjoy having a Consultative approach towards sales and driving revenue?.Do you enjoy collaborating Account Mangers to deliver on common goals?. Intelligize is the leading provider of best-in-...Show moreLast updated: 7 days ago
Senior Lead Commercial Banking Relationship Manager

Senior Lead Commercial Banking Relationship Manager

WELLS FARGO BANKMADISON, Wisconsin, United States of America
Full-time
Wells Fargo is seeking a Commercial Banking Relationship Manager who will responsible for building, maintaining, and growing profitable relationships with Commercial Banking clients.Develop, retain...Show moreLast updated: 30+ days ago
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Senior Client Executive

Senior Client Executive

defi SOLUTIONSMadison, WI, US
Full-time
The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi-million dollar clients from a strategic and consultative p...Show moreLast updated: 1 day ago
Relationship Manager - Newport NQ

Relationship Manager - Newport NQ

AscensusRemote, Wisconsin
Remote
Full-time
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan sol...Show moreLast updated: 30+ days ago
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Client Representative

Client Representative

The Market SocialVerona, Wisconsin
Quick Apply
Are you a motivated, people-focused professional looking to grow in a .In this role, you will be responsible for .If you have a passion for building customer relationships, .Enroll C...Show moreLast updated: 30+ days ago
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Client Service Associate

Client Service Associate

Wealth Enhancement GroupMadison, WI, United States
$42,500.00–$63,750.00 yearly
Full-time
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plannin...Show moreLast updated: 4 days ago
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Client Services Specialist

Client Services Specialist

University of WisconsinMadison, WI, United States
$17.00 hourly
Part-time
Would you love to work with a dedicated team of customer service professionals and see adorable animals daily? Then working in UW Veterinary Care (UWVC) reception is the place for you! This fast-pa...Show moreLast updated: 1 day ago
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Pharmacy Relationship Manager

Pharmacy Relationship Manager

America's Pharmacy Group, LLCMadison, WI, US
Full-time
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great...Show moreLast updated: 2 days ago
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Client Services Administrator

Client Services Administrator

Advisor Employee ServicesMadison, WI, United States
$40,000.00–$80,000.00 yearly
Full-time
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself...Show moreLast updated: 3 days ago
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Client Systems Administrator

Client Systems Administrator

EpicMadison, WI, United States
Full-time
As a Client Systems Administrator within Epic's Hosting entity, you'll apply your technical savvy and problem-solving skills to integrate Epic's software into our hosting environment.Working within...Show moreLast updated: 30+ days ago
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Consumer Sales Relationship Manager

Consumer Sales Relationship Manager

MedicaMadison, WI, United States
$77,100.00–$132,200.00 yearly
The Consumer Sales Relationship Manager's (SRM) primary responsibility is for the sale and retention of Dean Health Plan by Medica Medicare and Individual and Family Business products through our b...Show moreLast updated: 30+ days ago
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Market Relationship Banker

Market Relationship Banker

Old National BankMadison, WI, United States
$17.00–$29.75 hourly
Old National Bank has been serving clients and communities since 1834.With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 30+ days ago
Client Success Manager (Aspire)

Client Success Manager (Aspire)

ServiceTitanGlendale, CA WI
Remote
Full-time
We're Aspire, the leading SaaS provider for the landscaping and commercial cleaning industries and a proud member of the ServiceTitan family since 2021. Our cloud-based business management system au...Show moreLast updated: 30+ days ago
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Client Partner

Client Partner

Eliassen GroupMadison, WI, United States
Full-time
Reporting to the EVP, Global Head of Sales, the Director of Client Partnerships is responsible for selling the suite of EGLS consulting and FSP services to key clients / partners in the US.This role ...Show moreLast updated: 15 days ago
Regional Relationship Manager

Regional Relationship Manager

Federal Reserve SystemRemote, Wisconsin
Remote
Full-time
Federal Reserve Bank of ChicagoA Relationship Manager maintains and develops relationships supporting a portfolio of financial institutions utilizing Federal Reserve Financial Services (FRFS) solut...Show moreLast updated: 30+ days ago
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  • New!
CLIENT SERVICE SPECIALIST

CLIENT SERVICE SPECIALIST

ZipRecruiterMadison, WI, United States
Full-time
Job DescriptionJob Description.At Kesslers Diamonds, our people love what they do, and they love what they can do for our clients. If you are interested in joining our team, we want to hear from you...Show moreLast updated: 20 hours ago
Dealer Relationship Manager I- Indirect Auto

Dealer Relationship Manager I- Indirect Auto

PNC Financial Services GroupMadison, WI, US
1 day ago
Job type
  • Full-time
  • Part-time
Job description

Job Description

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Dealer Relationship Manager I- Indirect Auto within PNC's Dealer Finance organization, you will be based in Madison, WI or Milwaukee, WI. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

Job Description

  • Handles relationship management activities with new and / or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
  • With direction, acquires and / or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
  • Manages risk / return and drives quality for new and / or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
  • Builds an effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and / or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
  • As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
  • Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

    Preferred Skills Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

    Competencies Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education Bachelors

    Certifications No Required Certification(s)

    Licenses No Required License(s)

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : medical / prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse / child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child / elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.