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Bank Account Manager Jobs in Wisconsin (NOW HIRING)

Personal Insurance Account Manager

Thorp, WI ยท On-site

$48K - $65K/yr

Personal Insurance Account Manager Forward Insurance Agency in Thorp is looking for a detail ... One year of experience in a banking or insurance industry role is preferred. * Valid insurance ...

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Our Fund Custody Account Managers manage the administration of Fund Custody accounts of various ...

Mortgage Wire Desk, II Analyst

Madison, WI ยท On-site

$24 - $33.65/hr

Also participate in treasury/cash management initiatives and projects, such as bank account management, banking service enhancements, system reconciliations, and system administration. Perform all ...

Accounts Payable Accountant

Madison, WI ยท On-site

$47K - $64K/yr

The Accounts Payable Accountant is responsible for managing accounts payable activities and ... Bank and Credit Card Reconciliations * Assist with monthly bank account reconciliations. * Assist ...

The Accounts Payable Accountant is responsible for managing accounts payable activities and ... Bank and Credit Card Reconciliations * Assist with monthly bank account reconciliations. * Assist ...

The Accounts Payable Accountant is responsible for managing accounts payable activities and ... Bank and Credit Card ReconciliationsAssist with monthly bank account reconciliations.Assist with ...

Assistant Bank Manager

Green Bay, WI ยท On-site

$40K - $50K/yr

Join Associated Bank as an Assistant Bank Manager and help lead a team dedicated to delivering ... account openings, and financial solutions that meet their needs. * Identify and deepen customer ...

WI ยท On-site

$90 - $130/hr

Must maintain focus on the development of new business opportunities and closing new accounts ... Our solutions optimize banking operations, streamline restaurant services, enhance retail ...

Among other duties, you will also be responsible for bank account reconciliation, and providing monthly statements that reflect the financial condition of the dealership to managers and owners. Who ...

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Focuses on being a strategic resource by assisting with delinquency management, client systems and ...

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Bank Account Manager information

See Wisconsin salary details

$29.8K

$66.4K

$107K

How much do bank account manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for bank account manager in Wisconsin is $66,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $79,200.00 per year, depending on experience, location, and employer.

What is a bank account manager?

Bank Account Managers are financial professionals responsible for managing relationships with clients and overseeing their banking accounts. Their duties include helping customers open and manage accounts, advising on financial products, and resolving any issues or concerns related to account services. They work closely with both individuals and businesses to ensure clients receive personalized banking solutions, aiming to build long-term trust and satisfaction. Bank Account Managers also stay informed about banking regulations and products to provide accurate guidance to their clients.

What are the key skills and qualifications needed to thrive as a bank account manager?

To thrive as a Bank Account Manager, you need a solid understanding of financial products, sales strategies, and customer relationship management, typically supported by a degree in finance, business, or a related field. Familiarity with banking software, CRM platforms, and regulatory compliance systems is essential. Strong interpersonal skills, problem-solving abilities, and effective communication help build trust and long-lasting client relationships. These skills ensure you can meet clients' financial needs, maintain regulatory standards, and drive business growth for the bank.

What are some common challenges faced by bank account managers, and how can they be addressed?

Bank Account Managers often face challenges such as meeting sales targets, managing a diverse client portfolio, and staying updated with regulatory changes. These professionals must balance customer service with achieving business goals, which can require excellent time management and strong communication skills. Proactively building client relationships and collaborating closely with internal teams like credit analysts and compliance officers can help address these challenges. Regular training and staying informed about financial products also contribute to ongoing success in this role.

What is the difference between Bank Account Manager vs Customer Service Representative?

AspectBank Account ManagerCustomer Service Representative
Required CredentialsHigh school diploma; often a bachelor's degree; banking certificationsHigh school diploma or equivalent; customer service training
Work EnvironmentBank branches, client meetings, financial officesBank branches, call centers, retail locations
Employer & Industry UsageFinancial institutions, banksRetail banks, credit unions, financial services
Common Search & Comparison IntentManaging client accounts, financial advisingHandling customer inquiries, account support

The main difference is that Bank Account Managers focus on managing client accounts and providing financial advice, requiring specialized banking knowledge and certifications. Customer Service Representatives handle general customer inquiries and support, often with less specialized training. Both roles are essential in banking but serve different functions within the industry.

Is a bank account manager a stressful job?

Bank account managers often face stress due to managing client relationships, meeting sales targets, and handling financial transactions under strict regulatory standards. The role requires strong communication skills, attention to detail, and the ability to work under pressure, especially during busy periods or when resolving client issues.

What does a bank account manager at a bank do?

A bank account manager is responsible for managing client accounts, providing financial advice, and ensuring customer satisfaction. They handle account opening, maintenance, and troubleshooting, often using banking software and adhering to regulatory requirements. Strong communication and sales skills are essential for success in this role.

What is the average salary for a bank account manager?

The average salary for a bank account manager in the United States is approximately $50,000 to $70,000 per year, depending on experience, location, and the size of the bank. Salaries can also include bonuses and benefits, and strong customer service and sales skills are often required.

What are popular job titles related to Bank Account Manager jobs in Wisconsin?

For Bank Account Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Bank Account Manager jobs in Wisconsin look for?

The top searched job categories for Bank Account Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Bank Account Manager jobs?

Cities in Wisconsin with the most Bank Account Manager job openings:

Personal Insurance Account Manager

Thorp, WI โ€ข On-site

Forward Bank
Finance and Insuranceย โ€ขย 51 - 200 employees

$48K - $65K/yr

Other

Posted 17 days ago


Job description

Personal Insurance Account Manager

Forward Insurance Agency in Thorp is looking for a detail-oriented, service-driven Personal Insurance Account Manager to support our clients, producers, and carrier partners. In this role, you'll help manage personal insurance policies and renewals, assist with coverage changes, and ensure our clients receive exceptional service and timely support. If you enjoy building relationships, staying organized, and helping clients protect what matters most, we'd love to meet you.

Key Responsibilities

  • Assist clients with policy changes, renewals, endorsements, proof of insurance, and coverage questions
  • Support customers & producers by preparing and marketing personal insurance options
  • Review client accounts for cross-sell opportunities and coverage needs
  • Process incoming calls, emails, and mail related to client service requests
  • Maintain accurate records in the agency management system
  • Assist with policy changes, payments, cancellations, and daily deposits
  • Help clients submit claims and follow up with insurance carriers
  • Build strong relationships with clients, producers, and carrier partners

Qualifications

  • High school diploma or equivalent is required
  • One year of experience in a banking or insurance industry role is preferred.
  • Valid insurance licenses in Property & Casualty are a plus or ability to obtain within first 60 days of employment.
  • Positive attitude with superior customer service and interpersonal skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple tasks in a fast-paced environment.

Join our team and help us live our mission....To Move Our Communities FORWARD!