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Credit Relationship Manager Jobs in Wisconsin (NOW HIRING)

The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account ...

The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account ...

Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for ... Actively utilize CRM system to track all loan notes, client and prospect activities and progress of ...

Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for ... Actively utilize CRM system to track all loan notes, client and prospect activities and progress of ...

Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for ... Actively utilize CRM system to track all loan notes, client and prospect activities and progress of ...

... credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated ...

Supports relationship managers and business banking partners by providing sound credit recommendations and ongoing portfolio monitoring. May use technological tools, including computer software, to ...

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Credit Relationship Manager information

See Wisconsin salary details

$60.1K

$78.2K

$93.9K

How much do credit relationship manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for credit relationship manager in Wisconsin is $78,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,700.00 and $85,800.00 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 Wisconsin?

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

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

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

Business Relationship Manager

Capital Credit Union

Green Bay, WI • On-site

Full-time

Posted 13 days ago


Job description

Position Purpose

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by providing Business Lending services to current and potential business members. Examines, evaluates, and authorizes or recommends approval of member business loan applications using established policies of the Credit Union.  Analyzes business members' entire portfolio and matches them with products and services that fit their needs.

Essential Responsibilities 

  • Receives and resolves member complaints and concerns.  Keeps supervisor informed of critical issues.
  • Carries out operations to protect and uphold member privacy and secure information properly.  
  • Attends and actively participates in various Credit Union meetings and programs.  
  • Meets with commercial members to evaluate lending needs, by telephone and in person.
  • Gathers and analyzes information for loan application.
  • Ensures all loan paperwork is complete and accurate according to credit union policies and procedures.
  • Analyzes other potential lending and other product and service opportunities and cross sell to member.
  • Establishes a working relationship with all commercial borrowers on an ongoing basis to meet their future lending needs.
  • Closes loans and sets up payments.
  • Actively attend meetings and training sessions to remain up to date and be responsible for policies, regulations, procedures, products and legal requirements, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations.
  • Performs other duties as assigned to assist others in completing tasks and work assignments.

Necessary Experience and Qualifications

  • High School Diploma or equivalent.  Bachelors or Associate Degree preferred with emphasis in business, finance or related field.
  • Three years business development experience.  
  • General office/administrative skills and experience.  Ability to write reports, memos, and business letters.
  • Good math aptitude and attention to detail.
  • Strong interpersonal/member relations skills including the ability to cross-sell credit union products and services.
  • Ability to project a professional image and practice professionalism in a financial environment.
  • Ability to interpret documents, define and solve problems, and make decisions.
  • Proven time management and organizational skills.
  • Ability to learn and use credit union computer systems and software.

Work Environment and Physical Requirements

  • Office environment with desk assignment.  
  • Occasional travel to other branch locations.
  • Minimal lifting of up to 25 pounds.
  • Frequent use of telephone, copier, computer and fax machine.
  • Prolonged sitting and frequent mental and visual concentration.

The above statements are intended to describe the general nature and level of the work being performed in this position.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.

Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.