Consumer Credit Underwriter
Racine, WI · On-site
... Assist Relationship Managers with structuring and risk assessment of loan relationships. • Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
Consumer Credit Underwriter
Racine, WI · On-site
... Assist Relationship Managers with structuring and risk assessment of loan relationships. • Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
Consumer Credit Underwriter
Racine, WI · On-site
$55 - $75/hr
... * Assist Relationship Managers with structuring and risk assessment of loan relationships. * Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
Consumer Credit Underwriter
Racine, WI · On-site
$55 - $75/hr
... * Assist Relationship Managers with structuring and risk assessment of loan relationships. * Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
Consumer Credit Underwriter
Racine, WI · On-site
... Assist Relationship Managers with structuring and risk assessment of loan relationships. • Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
Consumer Credit Underwriter
Racine, WI · On-site
... Assist Relationship Managers with structuring and risk assessment of loan relationships. • Remains current on all pending and proposed state and federal regulatory changes impacting consumer ...
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 ...
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 ...
Senior Client Relationship Representative
Milwaukee, WI · On-site
$40 - $90/hr
... * Assist the Banking Center Manager with operational reviews, audits, branch balancing, and ... Senior Client Relationship Representatives will serve as Banking Center Mentors and support ...
New
Senior Client Relationship Representative
Milwaukee, WI · On-site
$40 - $90/hr
... * Assist the Banking Center Manager with operational reviews, audits, branch balancing, and ... Senior Client Relationship Representatives will serve as Banking Center Mentors and support ...
New
WI · On-site
$50 - $70/hr
Supporting the Financial Advisor/team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
New
WI · On-site
$50 - $70/hr
Supporting the Financial Advisor/team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
New
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
Senior Client Services Manager
Oregon, WI · On-site
$140 - $170/hr
The Client Services Manager will also manage our CRM system, assist in identifying and positioning for new business opportunities, participate in strategic and budget planning activities, assist in ...
Senior Client Services Manager
Oregon, WI · On-site
$140 - $170/hr
The Client Services Manager will also manage our CRM system, assist in identifying and positioning for new business opportunities, participate in strategic and budget planning activities, assist in ...
Client Service Associate
Mequon, WI · On-site
$50 - $75/hr
Key Responsibilities (including but not limited to) Prepare client reviews, quarterly reports and participant education materials to assist Relationship Managers in delivering and ensuring client ...
Client Service Associate
Mequon, WI · On-site
$50 - $75/hr
Key Responsibilities (including but not limited to) Prepare client reviews, quarterly reports and participant education materials to assist Relationship Managers in delivering and ensuring client ...
Client Relationship Specialist - Brookfield, WI
Brookfield, WI · On-site
$45K - $68K/yr
You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help ...
Client Relationship Specialist - Brookfield, WI
Brookfield, WI · On-site
$45K - $68K/yr
You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help ...
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 ...
WI · On-site
$60 - $70/hr
Manage and strengthen relationships with strategic client stakeholders, serving as the primary ... * Assist in managing budgets, purchase orders, and financial tracking to ensure program ...
New
WI · On-site
$60 - $70/hr
Manage and strengthen relationships with strategic client stakeholders, serving as the primary ... * Assist in managing budgets, purchase orders, and financial tracking to ensure program ...
New
WI · On-site
$60 - $70/hr
Manage and strengthen relationships with strategic client stakeholders, serving as the primary ... * Assist in managing budgets, purchase orders, and financial tracking to ensure program ...
WI · On-site
$60 - $70/hr
Manage and strengthen relationships with strategic client stakeholders, serving as the primary ... * Assist in managing budgets, purchase orders, and financial tracking to ensure program ...
Member Relationship Officer
Green Bay, WI · On-site
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related services ... Relationship Management * Financial Wellness Coaching * Consumer Lending Knowledge * Cross-Selling ...
Member Relationship Officer
Green Bay, WI · On-site
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related services ... Relationship Management * Financial Wellness Coaching * Consumer Lending Knowledge * Cross-Selling ...
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 ...
Member Relationship Officer
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related financial ... management. * Strong understanding of consumer banking products, lending, and account services.
Member Relationship Officer
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related financial ... management. * Strong understanding of consumer banking products, lending, and account services.
Member Relationship Officer
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related financial ... management. * Strong understanding of consumer banking products, lending, and account services.
Quick apply
Member Relationship Officer
$46K - $54K/yr
... * Assist members with opening, maintaining, and servicing deposit accounts and related financial ... management. * Strong understanding of consumer banking products, lending, and account services.
Assistant Relationship Manager information
See Wisconsin salary details
$28.3K - $38.6K
6% of jobs
$38.6K - $48.9K
15% of jobs
$50.9K is the 25th percentile. Wages below this are outliers.
$48.9K - $59.2K
19% of jobs
The median wage is $67.7K / yr.
$59.2K - $69.6K
12% of jobs
$69.6K - $79.9K
6% of jobs
$79.9K - $90.2K
9% of jobs
$99.9K is the 75th percentile. Wages above this are outliers.
$90.2K - $100.5K
9% of jobs
$100.5K - $110.8K
6% of jobs
$110.8K - $121.2K
10% of jobs
$121.2K - $131.5K
6% of jobs
$131.5K - $141.8K
2% of jobs
$28.3K
$81.5K
$141.8K
How much do assistant relationship manager jobs pay per year?
As of Sep 4, 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.
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 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 difference between Assistant Relationship Manager vs Relationship Manager?
| Aspect | Assistant Relationship Manager | Relationship Manager |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plus | Same as Assistant Relationship Manager, often with additional experience or certifications |
| Work Environment | Supports senior managers, handles client inquiries, and assists in account management within banks or financial institutions | Manages client portfolios, develops client relationships, and provides financial advice directly to clients |
| Employer & Industry | Financial institutions, banks, wealth management firms | Financial 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.
How much do assistant relationship managers make?
Assistant Relationship Managers typically earn between $40,000 and $60,000 annually, depending on experience, location, and the employer. They often receive additional benefits such as bonuses and commissions based on performance and client management skills.
What does an assistant relationship manager do?
An assistant relationship manager supports senior managers in maintaining client relationships, handling account inquiries, and providing customer service. They often assist with administrative tasks, prepare reports, and help ensure client satisfaction within banking, finance, or other service industries.
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:
Full-time
Re-posted 15 days ago
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
The Consumer Credit Underwriter (CCU) possesses a thorough understanding of the principles governing credit administration with an emphasis on consumer loans. The Consumer Credit Underwriter ensures that all loans, extensions, modifications, renewals, subordinations and partial releases are underwritten according to the approved guidelines with the Bank's loan policy and are in compliance with applicable state and federal banking regulations.
KEY RESPONSIBILITIES
• Review and analyze financial statements, appraisals, flood determinations and title policies to validate loan qualification in order to approve and/or decline applications acceptable to the Bank.
• Assist Relationship Managers with structuring and risk assessment of loan relationships.
• Remains current on all pending and proposed state and federal regulatory changes impacting consumer lending.
• Identify and mitigate rate and procedural exceptions by working with the Relationship Manger, Regional Line of Business Leaders and/or Regional Credit Officer to clear loan exceptions or gain approval as necessary.
• Maintains working knowledge of software in relation to consumer loan underwriting.
Our Associates are expected to willingly accept new responsibilities to support our success; this includes either taking on new tasks or learning new skills in order to meet business and organizational goals.
JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS
• Bachelor's degree in accounting, finance or other applicable discipline preferred (the appropriate combination of education and experience will be considered). Must possess excellent analytical and communication skills with above-average computer skills and demonstrated proficiency in Microsoft Office applications (Word, Excel). Excellent interpersonal skills, relationship building skills, with the ability to multi-task and meet deadlines; must function as a team player and have the ability to lead projects. Attention to detail and accuracy is critical and must also demonstrate the ability to think creatively to provide added value to the underwriting and credit process.
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.
The Consumer Credit Underwriter (CCU) possesses a thorough understanding of the principles governing credit administration with an emphasis on consumer loans. The Consumer Credit Underwriter ensures that all loans, extensions, modifications, renewals, subordinations and partial releases are underwritten according to the approved guidelines with the Bank's loan policy and are in compliance with applicable state and federal banking regulations.
KEY RESPONSIBILITIES
• Review and analyze financial statements, appraisals, flood determinations and title policies to validate loan qualification in order to approve and/or decline applications acceptable to the Bank.
• Assist Relationship Managers with structuring and risk assessment of loan relationships.
• Remains current on all pending and proposed state and federal regulatory changes impacting consumer lending.
• Identify and mitigate rate and procedural exceptions by working with the Relationship Manger, Regional Line of Business Leaders and/or Regional Credit Officer to clear loan exceptions or gain approval as necessary.
• Maintains working knowledge of software in relation to consumer loan underwriting.
Our Associates are expected to willingly accept new responsibilities to support our success; this includes either taking on new tasks or learning new skills in order to meet business and organizational goals.
JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS
• Bachelor's degree in accounting, finance or other applicable discipline preferred (the appropriate combination of education and experience will be considered). Must possess excellent analytical and communication skills with above-average computer skills and demonstrated proficiency in Microsoft Office applications (Word, Excel). Excellent interpersonal skills, relationship building skills, with the ability to multi-task and meet deadlines; must function as a team player and have the ability to lead projects. Attention to detail and accuracy is critical and must also demonstrate the ability to think creatively to provide added value to the underwriting and credit process.
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.
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