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Credit Relationship Manager Jobs in Michigan (NOW HIRING)

First Citizens Bank

$175K - $225K/yr

Manages customer and prospect relationships, referring sales partners or other associates as ... Strong credit and underwriting skills * Cross-selling experience of the following commercial ...

First Citizens Bank

$175K - $225K/yr

Manages customer and prospect relationships, referring sales partners or other associates as ... Strong credit and underwriting skills * Cross-selling experience of the following commercial ...

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All JobsCredit Relationship JobsCredit Relationship Manager JobsCredit Relationship Manager Jobs in Michigan

Credit Relationship Manager information

See Michigan salary details

$51.9K

$67.5K

$81.1K

How much do credit relationship manager jobs pay per year?

As of Aug 29, 2026, the average yearly pay for credit relationship manager in Michigan is $67,548.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $74,100.00 per year, depending on experience, location, and employer.

What is a credit relationship manager?

Credit Relationship Managers are financial professionals responsible for managing relationships between lending institutions and their clients, typically businesses or high-net-worth individuals. Their main duties include assessing clients' creditworthiness, structuring loan products, monitoring loan performance, and providing ongoing financial advice. They serve as the primary point of contact for clients seeking credit solutions, ensuring both the client’s needs and the bank’s risk management policies are met. Strong analytical, communication, and customer service skills are essential for this role.

What are the key skills and qualifications needed to thrive as a credit relationship manager?

To excel as a Credit Relationship Manager, you need a solid background in finance, credit analysis, and risk assessment, typically supported by a degree in finance, business, or a related field. Familiarity with credit management software, financial modeling tools, and knowledge of regulatory compliance are essential. Strong interpersonal skills, negotiation abilities, and effective communication help build lasting client relationships and facilitate successful deal structuring. These competencies ensure sound credit decisions, minimize risk, and foster client trust, which are critical for sustainable business growth.

How does a credit relationship manager typically collaborate with other departments within a financial institution?

As a Credit Relationship Manager, you will regularly collaborate with departments such as risk management, credit underwriting, and compliance to assess client creditworthiness and structure suitable financing solutions. You’ll also work closely with sales and product teams to ensure clients receive tailored offerings and a seamless onboarding experience. Effective communication and cross-functional teamwork are essential, as you often act as a bridge between clients and internal stakeholders to address credit needs while maintaining institutional risk standards.

What are popular job titles related to Credit Relationship Manager jobs in Michigan?

For Credit Relationship Manager jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Credit Relationship Manager jobs in Michigan look for?

The top searched job categories for Credit Relationship Manager jobs in Michigan are:

What cities in Michigan are hiring for Credit Relationship Manager jobs?

Cities in Michigan with the most Credit Relationship Manager job openings:

Credit Relationship Manager jobs near you

Relationship Manager

Oxford Financial GRP

Grand Rapids, MI • On-site

Full-time

Re-posted 28 days ago

Job description

POSITION SUMMARY

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations. 

DUTIES & RESPONSIBILITIES 

Deliver an excellent client experience

  • Operation within the team’s client service strategy to ensure high standard of service
  • Respond professionally and provide timely resolution to client inquiries or concerns
  • Troubleshoot client issues and follow through to resolution
  • Coordinate efforts across all areas of Oxford, as needed


 Prepare client reports and analysis 

  • Prepares client financial statements
  • Partner with technical teams to prepare required reports and analysis
  • Gather and share necessary data and information with technical and operational teams
  • Coordinate timely and efficient completion of reports and analysis 

Maintain client information 

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitor and update the CRM, Salesforce, as appropriate
  • Determine Portfolio Summary Report template and delivery 
  • Review client information on an annual basis to ensure accuracy 

Assign and coordinate workflow to support client needs  

  • Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS) 
  • Family Office Services (FOS) Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client-directed trade requests
  • Cash management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals 
  • Other Workflow processes as needed 

Support Client Onboarding 

  • Own and manage completion of assigned onboarding checklist items
  • Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
  • Create a high-quality Oxford experience during the transition from prospect to client
  • Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
  • Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items 

Administrative Responsibilities and Professional Development 

  • Complete TimeTracker entries accurately and on time
  • Read, handle and respond to email and voicemail messages
  • Attend team and firm meetings
  • Stay current on technical developments and available resources
  • Maintain a spirit of teamwork and respect across the firm
  • Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
  • Perform other duties as assigned 

QUALIFICATIONS  

  • Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients 
  • CFP®, CPWA® or CPA strongly preferred
  • Proficiency in Microsoft Outlook, Word and Excel
  • Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
  • Demonstrated knowledge of personal financial planning concepts and broader industry expertise
  • Ability to follow established procedures with accuracy and consistency
  • Ability to read and interpret legal documents
  • Professional demeanor and the highest regard for confidentiality
  • Excellent written and verbal communication skills
  • Ability to work independently as well as collaboratively in a team environment
  • Strong work ethic and positive attitude
  • Excellent organizational skills
  • Ability to manage multiple priorities in a fast-paced environment 

WORKING CONDITIONS 

  • Limited travel as business needs require
  • Extended period of sitting and working at a computer
  • Onsite position, 100% in office 

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