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Preferred Relationship Manager Jobs in Indiana (NOW HIRING)

Cox-Fleet-

Client Relationship Manager II

Carmel, IN · On-site

$70 - $95/hr

Client Relationship Manager II Location: Carmel, IN Job Id: R202680541 # of Openings: 1 Cox Fleet ... Excellent skills to work effectively with teams throughout organization Preferred * Degree in ...

Keystone

Agronomy Account Relationship Manager

Lynn, IN · On-site

Communicate with Location Manager and Operations daily on account progress, account service and ... Bachelor's degree in an agricultural-related field is preferred; or a combination of education and ...

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All JobsPreferred Relationship JobsPreferred Relationship Manager JobsPreferred Relationship Manager Jobs in Indiana

Preferred Relationship Manager information

See Indiana salary details

$26.6K

$76.8K

$133.7K

How much do preferred relationship manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for preferred relationship manager in Indiana is $76,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $100,400.00 per year, depending on experience, location, and employer.

What is a preferred relationship manager?

A Preferred Relationship Manager is a banking professional who provides personalized financial services and advice to high-net-worth or preferred clients. They help clients manage their banking, investment, and credit needs, often acting as the main point of contact for financial solutions. Their goal is to build long-term relationships by understanding clients’ financial goals and offering tailored products and services. Preferred Relationship Managers typically work for banks or financial institutions and may also assist with wealth management, insurance, and estate planning.

How does a preferred relationship manager typically collaborate with other departments to serve clients effectively?

Preferred Relationship Managers frequently work closely with departments such as investment advisory, credit, and operations to deliver comprehensive financial solutions tailored to clients’ needs. They coordinate with product specialists to offer customized wealth management options and with compliance teams to ensure regulatory standards are met. Regular communication and collaboration help ensure a seamless client experience and enable Preferred Relationship Managers to address complex financial queries or cross-sell relevant services efficiently.

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

To thrive as a Preferred Relationship Manager, you need strong financial acumen, sales expertise, and a degree in finance, business, or a related field, often supported by relevant banking certifications. Familiarity with CRM systems, investment platforms, and digital banking tools is typically required. Exceptional interpersonal skills, proactive problem-solving, and the ability to build trust with clients help set top performers apart. These skills are crucial for effectively managing client portfolios, identifying financial solutions, and fostering long-term customer loyalty in a competitive banking environment.

What is the difference between Preferred Relationship Manager vs Relationship Officer?

AspectPreferred Relationship ManagerRelationship Officer
CredentialsRelevant banking certifications, customer relationship management skillsBasic banking knowledge, customer service skills
Work EnvironmentHigh-net-worth client interactions, personalized serviceBranch or bank floor, retail banking environment
Employer & IndustryPrivate banks, wealth management firmsCommercial banks, retail banking
Search & Comparison IntentUnderstanding roles in wealth management, client relationshipEntry-level banking roles, customer service

The Preferred Relationship Manager typically handles high-net-worth clients, providing personalized financial services, while the Relationship Officer focuses on retail banking customers with standard banking needs. Both roles require customer relationship skills, but the Preferred Relationship Manager often has more specialized credentials and works with a more affluent clientele.

How much do preferred relationship managers make?

Preferred Relationship Managers typically earn a base salary ranging from $60,000 to $100,000 annually, with total compensation often including bonuses and commissions based on client performance and sales targets. Experienced managers with specialized skills or working in high-net-worth environments can earn higher total compensation. Compensation varies by employer, location, and individual performance.

Is being a preferred relationship manager a stressful job?

A preferred relationship manager role can be stressful due to the need to meet client expectations, manage multiple accounts, and handle complex financial situations. The job often requires strong communication skills, attention to detail, and the ability to work under pressure, especially during busy periods or when resolving client issues.

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

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

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

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

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

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

Preferred Relationship Manager jobs near you
Infographic showing various Preferred Relationship Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $76,796 per year, or $36.9 per hour.

Sr Commercial Relationship Manager

First Baptist Church of Alamance

Columbus, IN • On-site

Full-time

Re-posted 18 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Relationship Manager ("RM") will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. The RM will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and enhancing profitability on all assigned relationships. The Relationship Manager participates in the achievement of corporate sales and service goals to build customer (external/internal) relationships and enhance shareholder value. The position will generally be located in a market hub or other high business potential.

Essential Functions/Responsibilities

  • Develops new and expands existing client relationships by initiating business development activities, proactively reviewing client's current and changing financial needs, and cross selling products and services.
  • Grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals.
  • Develops a comprehensive understanding of client's needs based on the review and analysis of personal and financial data.
  • Qualifies prospects by collecting and analyzing financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan requests.
  • Prepares and oversees the completion of the loan approval requirements including careful underwriting of the loan so that the structure meets the needs of the borrower and the bank. Obtains appropriate approval for credit under consideration.
  • Recommends and negotiates the terms under which the credit will be extended to include pricing fees, costs repayment method and schedule, collateral requirements, etc.
  • Responsible for portfolio management including monitoring credit quality which includes past due credits, non-performing and credit exceptions, covenant compliance and credit exceptions of their active portfolio.
  • Actively participates and represents First Financial Bank in various community, civic and professional organizations.
  • Refers loans to loan committee for approval.
  • Responsible for understanding clients' financial goals, provide credible advice and recommend products that fit their holistic needs. Intimately understand clients' business priorities and refer them to other lines of business as appropriate.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Bachelor's degree.
  • Three (3) years of proven relationship/account management experience selling banking products in the appropriate segmentation required.
  • Excellent interpersonal, written and verbal communication and presentation skills.
  • Excellent organizational skills and ability to handle and prioritize multiple tasks.
  • Well-developed analytical and problem-solving skills.
  • Ability to generate new business through a consultative sales approach.
  • Demonstrated sales and negotiating experience.
  • Ability to work effectively with individuals and groups in managing customer relationships.
  • Well versed in product knowledge.

Preferred Knowledge and Skills

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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