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Assistant Relationship Manager Jobs in Wisconsin

$100K - $140K/yr

Key Stake holder reviews * Assist in developing new accounts and developing a pipeline of potential ... Develop strong business relationships with both senior management and day-to-day contacts at ...

$100K - $140K/yr

Key Stake holder reviews * Assist in developing new accounts and developing a pipeline of potential ... Develop strong business relationships with both senior management and day-to-day contacts at ...

$100K - $140K/yr

Key Stake holder reviews * Assist in developing new accounts and developing a pipeline of potential ... Develop strong business relationships with both senior management and day-to-day contacts at ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Key Responsibilities Loan Preparation, Documentation, and Ongoing Servicing * Assist Relationship Managers with the loan application and approval process, including preparing and organizing ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Key Responsibilities Loan Preparation, Documentation, and Ongoing Servicing * Assist Relationship Managers with the loan application and approval process, including preparing and organizing ...

Mutual Fund Relationship Manager 3

Milwaukee, WI · On-site

$68K - $93K/yr

Manage client relationships and may assist TA Client Service Managers with client responsibilities and departmental initiatives. * Interaction with the client and client visits/and or presentations ...

Mutual Fund Relationship Manager 3

Milwaukee, WI · Hybrid

$68K - $93K/yr

Manage client relationships and may assist TA Client Service Managers with client responsibilities and departmental initiatives. * Interaction with the client and client visits/and or presentations ...

For a long-term engagement supporting an internal CRM team and operations within an enterprise ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

For a long-term engagement supporting an internal CRM team and operations within an enterprise ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Relationship Banker

Stevens Point, WI · On-site

$18 - $23.50/hr

Deposit Accounts: * Assist customers with their account transaction needs. This includes deposits ... Change Management: * Must embrace change and see change as opportunity. Must be willing to express ...

Relationship Banker

Stevens Point, WI · On-site

$18 - $23.50/hr

Deposit Accounts: * Assist customers with their account transaction needs. This includes deposits ... Change Management: * Must embrace change and see change as opportunity. Must be willing to express ...

Relationship Banker

Brookfield, WI · On-site

$17.50 - $23/hr

... * assist with problem resolution for customers, * educate customers on digital bank solutions that ... management), and * keep informed of, and strictly adhere to all bank procedures and industry ...

Relationship Banker

Oconomowoc, WI · On-site

$18.50 - $24.25/hr

... * assist with problem resolution for customers, * educate customers on digital bank solutions that ... management), and * keep informed of, and strictly adhere to all bank procedures and industry ...

CRM Intern

Baraboo, WI · On-site

$14.25 - $19/hr

Reporting to the US Quotations and Technical Support Manager, this position plays a key role in ... List Segmentation: Assist in building and maintaining targeted lists to support marketing campaigns ...

Showing results 21-40

Assistant Relationship Manager information

See Wisconsin salary details

$28.3K

$81.5K

$141.8K

How much do assistant relationship manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for assistant relationship manager in Wisconsin is $81,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $106,500.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an assistant relationship manager do?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What are the key skills and qualifications needed to thrive as an assistant relationship manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

What is the work of an assistant relationship manager?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

How does an assistant relationship manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.

What are the most commonly searched types of Relationship Manager jobs in Wisconsin?

The most popular types of Relationship Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Assistant Relationship Manager jobs?

Cities in Wisconsin with the most Assistant Relationship Manager job openings:

Infographic showing various Assistant Relationship Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $81,460 per year, or $39.2 per hour.

Regional Relationship Manager - Industrial Equipment Finance - NW Region

First Citizens Bank

$100K - $140K/yr

Full-time

Re-posted 27 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks


Job description

Overview

This is a remote role that may only be hired in the following locations: Washington, Oregon, Idaho, Wyoming, North Dakota, South Dakota, or Nebraska

First Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. FCB EF provides a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers.

This role is focused upon supporting Dealer and National Account relationships in the Industrial Equipment Leasing market segment (transportation, construction, manufacturing, and material handling). The ideal candidate will establish, develop, and grow industrial dealer relationships in the Pacific Northwest. These relationships will ultimately result in generating profitable transactions for new business volume. This person is the point person for the dealer and will be responsible for all aspects, including account management and closing end-user customer financing.

Travel within the geographic territory is required


Responsibilities
  • Account Management
  • Key Stake holder reviews 
  • Assist in developing new accounts and developing a pipeline of potential accounts 
  • New Business Development by prospecting, qualifying, and closing new vendor programs
  • Negotiate transactions, help gather documentation and credit information
  • Assist in negotiation and deal structuring
  • On-Boarding new vendors and programs
  • Develop strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers

Qualifications

Basic Qualifications

Bachelor's Degree and 6 years of experience in Equipment Finance/Leasing/Commercial Banking

-OR-

High School Diploma or GED and 10 years of experience in Equipment Finance/Leasing/Commercial Banking

Additional Required Qualifications:

  • Leasing industry knowledge in the industrial space (transportation, construction, manufacturing, and material handling)
  • Strong knowledge of lease transactions including pricing, credit, and documentation
  • Computer literate including MS Office Suite, and CRM knowledge (Salesforce)
  • Travel within the geographic territory, tradeshows, and other meetings.
  • Excellent problem-solving skills
  • Exceptional ability to develop and cultivate strategic relationships.
  • Strong presentation, organization, and time management skills
  • The ability to work independently but also demonstrates performance in a team setting (work with Sales Support in other locations)

The base pay for this position is relative to your experience but the range is generally $100,000 - $140,000 per year.

Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Basic Qualifications

Bachelor's Degree and 6 years of experience in Equipment Finance/Leasing/Commercial Banking

-OR-

High School Diploma or GED and 10 years of experience in Equipment Finance/Leasing/Commercial Banking

Additional Required Qualifications:

  • Leasing industry knowledge in the industrial space (transportation, construction, manufacturing, and material handling)
  • Strong knowledge of lease transactions including pricing, credit, and documentation
  • Computer literate including MS Office Suite, and CRM knowledge (Salesforce)
  • Travel within the geographic territory, tradeshows, and other meetings.
  • Excellent problem-solving skills
  • Exceptional ability to develop and cultivate strategic relationships.
  • Strong presentation, organization, and time management skills
  • The ability to work independently but also demonstrates performance in a team setting (work with Sales Support in other locations)

The base pay for this position is relative to your experience but the range is generally $100,000 - $140,000 per year.

Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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