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Participant Relationship Manager Jobs in Indiana

KPB Sr. Fiduciary Strategist

Indianapolis, IN ยท On-site

$116K - $150K/yr

As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... Demonstrate community leadership through active participation on boards and professional ...

KPB Sr. Fiduciary Strategist

Indianapolis, IN ยท On-site

$116K - $150K/yr

As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... Demonstrate community leadership through active participation on boards and professional ...

You'll act as a trusted partner to clients-balancing relationship management, operational execution ... Participation in internal husks and access to weekly upskilling sessions. * Collaborative, values ...

You'll act as a trusted partner to clients-balancing relationship management, operational execution ... Participation in internal husks and access to weekly upskilling sessions. * Collaborative, values ...

Showing results 21-40

Participant Relationship Manager information

What is a participant relationship manager?

A Participant Relationship Manager is a professional who acts as the primary point of contact for participants in retirement plans, employee benefits programs, or other group-based financial products. Their main role is to manage and enhance participant experiences by providing guidance, answering questions, and ensuring smooth communication between participants and the organization. They help educate participants about plan features, assist with enrollment or account changes, and resolve any issues that may arise. Effective Participant Relationship Managers are knowledgeable about plan details, compliance requirements, and customer service best practices.

How does a participant relationship manager typically collaborate with other departments to ensure a positive participant experience?

As a Participant Relationship Manager, you'll work closely with various internal teams such as operations, client services, and compliance to address participant inquiries and resolve issues efficiently. Regular communication with these departments ensures you have up-to-date information and resources to support participants effectively. This collaborative approach also helps identify and implement process improvements, enhancing overall service quality. Building strong cross-functional relationships is key to delivering a seamless participant experience and achieving organizational goals.

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

To excel as a Participant Relationship Manager, you need expertise in customer service, strong organizational skills, and a background in business or finance, often supported by a bachelor's degree. Familiarity with CRM systems, retirement plan platforms, and proficiency in Microsoft Office Suite are commonly required. Exceptional interpersonal skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies are crucial for building lasting client relationships, resolving participant issues efficiently, and ensuring a positive client experience.

Is being a Participant Relationship Manager a stressful job?

Participant Relationship Managers often handle communication and support for program participants, which can involve managing multiple priorities and addressing concerns promptly. The role may be stressful during peak periods or when dealing with difficult situations, but it generally depends on the workload, organizational support, and individual skills in communication and problem-solving.

What are popular job titles related to Participant Relationship Manager jobs in Indiana?

For Participant Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Participant Relationship Manager jobs in Indiana look for?

The top searched job categories for Participant Relationship Manager jobs in Indiana are:

What cities in Indiana are hiring for Participant Relationship Manager jobs?

Cities in Indiana with the most Participant Relationship Manager job openings:

Infographic showing various Participant Relationship Manager job openings in Indiana as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Commercial Relationship Service Specialist Senior

Huntington

Indianapolis, IN โ€ข On-site, Remote

$70K - $140K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 17 days ago


Job description

Description

Summary:

The Commercial Relationship Sales & Service Manager Senior (RSS Sr.) is the primary point of contact for assigned Commercial customers and Relationship Managers. The commercial RSS Sr. works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The Commercial RSS Sr. applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The commercial RSS Sr. provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners.

Duties and Responsibilities:

  • First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
  • Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
  • Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
  • Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
  • Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
  • Provides day to day guidance for other service colleagues and partners as well as managing the most complex customers, including those with the highest volume of accounts and complexity.
  • Serves as a key resource to establish workflows in an effort to solve issues or implement new processes and providing operational and risk management support to the team within the business unit and the Commercial Segment.
  • Active participation and leadership in projects and bank initiatives
  • Perform other duties as assigned.

Basic Qualifications:

  • High school, GED, or equivalent required
  • 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, banking operations and high aptitude of business acumen.

Preferred Qualifications:

  • Demonstrates confidence, assertiveness, professionalism, with the ability to collaborate and interact with all levels within the organization.
  • Proficient use of Microsoft Office and other digital resources
  • Excellence in customer service, initiative-taking, focused and goal oriented.
  • Excellent written and verbal communication skills, including grammar and demeanor.
  • Strong ability tofacilitate and negotiate.
  • Ability to mentor, coach and train peers and less experienced colleagues
  • Strong organizational skills with diligence, planning and follow-up.
  • Ability to work independently on multiple tasks without compromising quality.
  • Enhanced critical thinking and analytical skills.
  • Adaptable to change.
  • Promoter of Huntington and Commercial cultures.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$70,000.00 - 140,000.00 Annual Salary

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).


Huntington is an Equal Opportunity Employer.


Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.


Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.