Relationship Development Specialist

7 days ago

Milwaukee, Wisconsin, United States Old National Bank Full time
Job Description

**Job Summary:**

We are seeking a highly skilled and motivated Relationship Banker to join our team at Old National Bank. As a Relationship Banker, you will be responsible for developing and cultivating long-term client relationships by providing insight, advice, and personalized financial solutions for our clients.

Key Responsibilities:

  • Client Relationship Development: Develop and grow client and prospective client relationships by consulting with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
  • Cross-Selling and Referrals: Cross-sell products and services and refer to business product partners to ensure client needs are met.
  • Client Servicing and Maintenance: Maintain contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
  • Sales and Service Targets: Achieve sales and service targets by marketing a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events.
  • Operations Oversight: Proactively resolve moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.

Key Competencies:

  • Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
  • Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
  • Client Leadership: Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.

Requirements:

  • Education: High School diploma or GED Equivalent
  • Experience: Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
  • Licensing: Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered

  • Client Relationship Specialist

    3 days ago

    Milwaukee, Wisconsin, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.Key ResponsibilitiesBuild and Foster Relationships:...

  • Client Relationship Specialist

    1 week ago

    Milwaukee, Wisconsin, United States Pyramax Bank Full time

    Position OverviewRole: Client Relationship SpecialistEmployment Type: Full-TimeLocation: Franklin, WisconsinAs a vital member of our Banking team, you will play a crucial role in enhancing client satisfaction and ensuring the smooth operation of our services.Key Responsibilities:Oversee daily activities of the Universal Banking staffAssist with intricate...

  • Relationship Banking Specialist

    7 days ago

    Milwaukee, Wisconsin, United States Gpac Full time

    About the RoleGpac is seeking a seasoned Relationship Manager to join our team and contribute to the growth of our lending business.This is an exciting opportunity for a professional with a passion for building strong relationships with clients and driving business growth.Key ResponsibilitiesStrategic Leadership: Provide strategic leadership and vision for...

  • Sales Development Specialist

    1 week ago

    Milwaukee, Wisconsin, United States MRA Recruiting Services Full time

    Opportunity at MRA Recruiting ServicesCollaborative and supportive work atmosphere Attractive compensation and extensive benefits Encouragement of transparent communication and teamworkWe are seeking a motivated Sales Development Specialist to contribute to revenue enhancement and strengthen client relationships in a dynamic environment. The successful...

  • Relationship Banker

    7 days ago

    Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial is a leading financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. Our company operates fifteen community bank subsidiaries with over 170 banking locations, providing a wide range of financial services to individuals and businesses.Job SummaryWe are seeking a skilled...

  • Personal Banker

    5 days ago

    Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention: Acquire and deepen the branch customer base through...

  • Revenue Cycle Relationship Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States EMS Management and Consultants Inc Full time

    About EMS Management and Consultants Inc EMS Management and Consultants Inc provides comprehensive revenue cycle management solutions and stands as the leading billing services provider dedicated solely to emergency medical services across the United States. Our offerings encompass everything from software solutions to hardware and billing services. With...

  • Client Relationship Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Optiv Full time

    Role OverviewThe Client Relationship Manager at Optiv is responsible for cultivating and maintaining strong, effective partnerships with client executives across designated accounts. This role is crucial in ensuring client satisfaction and fostering long-term business relationships.Key ResponsibilitiesDevelop and implement comprehensive multi-year strategic...

  • Strategic Relationship Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Apple Leisure Group Full time

    About the Role:We are seeking a highly skilled Strategic Relationship Manager to join our team at Apple Leisure Group. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our suppliers, partners, and stakeholders.Key Responsibilities:Negotiate and manage contracts with suppliers to...

  • Client Relationship Manager

    1 week ago

    Milwaukee, Wisconsin, United States Aon Full time

    About the RoleWe are seeking a highly skilled and experienced Account Executive to join our team at Aon. As an Account Executive, you will be responsible for managing client relationships and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with existing clients, identifying and meeting...

  • Client Relationship Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Optiv Full time

    Role OverviewAs a Client Relationship Manager at Optiv, you will be responsible for fostering strong, effective, and productive relationships with key client executives within designated accounts.Key ResponsibilitiesDevelop and implement comprehensive multi-year strategic account management plans tailored for top-tier clients.Analyze and understand client...

  • Sr. People Development Specialist

    1 month ago

    Milwaukee, Wisconsin, United States Molson Coors Full time

    Requisition ID: 32030 A Career in Beer and Beyond: Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life's moments. We've been brewing iconic brands for over 350 years and are now proud to be offering a modern portfolio that expands beyond the beer aisle. We are Talent Brewers with our culture rooted in...

  • Commercial Banking Relationship Manager

    3 days ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at Associated Banc-Corp. As a key member of our commercial banking team, you will be responsible for managing and developing a portfolio of commercial relationships, ensuring retention of total client assets and net growth in relationships.Key...

  • Career Development Coordinator

    7 days ago

    Milwaukee, Wisconsin, United States La Causa Full time

    Job SummaryWe are seeking a highly motivated and experienced Employment Specialist to join our team at La Causa, Inc. as an Employment Case Manager - CORE/CCS-Youth. This role will provide educational and employment support to individuals enrolled in the Early Intervention Program using the Individualized Placement and Support model.Key...

  • Client Relationship Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Optiv Full time

    Role OverviewThe Client Relationship Manager will be responsible for fostering and maintaining strong, effective relationships with key client executives within designated accounts. This role is crucial in ensuring that our clients receive exceptional service and support.Key ResponsibilitiesDevelop and implement comprehensive, multi-year strategic account...

  • Relationship Manager

    7 days ago

    Milwaukee, Wisconsin, United States Apple Leisure Group Careers Full time

    About the RoleWe are seeking a highly skilled Relationship Manager - Strategic Partnerships to join our team at Apple Leisure Group Careers. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our suppliers, ensuring seamless operations and driving business growth.Key ResponsibilitiesNegotiate...

  • Senior Relationship Manager

    5 days ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at Bank of America. As a key member of our Commercial Banking group, you will be responsible for providing expert financial solutions to complex clients and prospects.Key ResponsibilitiesManage an extensive portfolio of clients and prospects with annual revenues of $50...

  • Personal Banker

    20 hours ago

    Milwaukee, Wisconsin, United States The Judge Group Full time

    About The Judge GroupThe Judge Group is a leading provider of professional staffing and consulting services. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.Job SummaryWe are seeking a highly motivated and results-driven Personal Banker to join our team. As a Personal Banker, you will be...

  • Client Relationship Manager

    7 days ago

    Milwaukee, Wisconsin, United States Stamm Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Development Representative to join our dynamic team at Stamm Media. As an Account Coordinator, you will play a pivotal role in driving revenue growth by supporting the sales team and maintaining exceptional relationships with our clients.Key ResponsibilitiesClient Engagement:...

  • Corporate Banking Relationship Manager

    7 days ago

    Milwaukee, Wisconsin, United States Old National Bank Full time

    Job SummaryOld National Bank is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for generating new loan and deposit business, maintaining acceptable credit quality, and expanding client relationships.Key ResponsibilitiesProspect and develop relationships...