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Relationship Manager Trainee Jobs in Indiana (NOW HIRING)

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

... work relationships, family life, mental health, and legal issues. * Employee Perks: Company ... trainee program and become a Service Center Manager.You'll combine that training with your own ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Establish relationships and excellent communication with Area Manager, District Manager and ...

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Relationship Manager Trainee information

How to become a relationship manager without experience?

To become a relationship manager trainee without experience, focus on developing strong communication and interpersonal skills, and consider obtaining relevant certifications such as financial or customer service courses. Entry-level roles often require a bachelor's degree and a willingness to learn about client management and financial products, with on-the-job training provided by employers.

What are the key skills and qualifications needed to thrive as a Relationship Manager Trainee, and why are they important?

To thrive as a Relationship Manager Trainee, you need a bachelor's degree in business or finance, strong analytical abilities, and foundational knowledge of financial products and services. Familiarity with CRM systems, MS Office Suite, and sometimes industry certifications like CFA Level 1 can be beneficial. Excellent interpersonal skills, active listening, and problem-solving abilities help you build trust and rapport with clients. These skills and qualifications are essential for delivering effective client service, identifying opportunities, and supporting long-term business growth.

How much does a BRM make at Chase?

A Relationship Manager Trainee at Chase typically earns an average salary ranging from $45,000 to $60,000 annually, depending on experience and location. Entry-level trainees may start at the lower end of this range, with potential for increases as they gain skills and certifications in banking and client management.

Is an RM role stressful?

A Relationship Manager Trainee role can be stressful due to the need to meet client expectations, manage multiple accounts, and handle high-pressure situations. Success in this role often requires strong communication skills, time management, and the ability to adapt to client needs and organizational targets.

What qualifications do you need to be a trainee manager?

To become a Relationship Manager Trainee, candidates typically need a bachelor's degree in business, finance, or a related field. Strong communication, interpersonal skills, and basic knowledge of customer relationship management (CRM) tools are also important. Some positions may require prior internship or entry-level experience in sales or customer service.

What is the difference between Relationship Manager Trainee vs Relationship Manager?

AspectRelationship Manager TraineeRelationship Manager
QualificationsBachelor's degree, training programsExperience in client management, certifications often preferred
Work EnvironmentTraining period, supervised tasksClient-facing, independent decision-making
Job RoleLearning and supporting relationship managementManaging client relationships, business development

The Relationship Manager Trainee is an entry-level role focused on training and supporting client relationships, while the Relationship Manager handles client interactions independently. The trainee position emphasizes learning, whereas the Relationship Manager role involves active relationship management and business growth.

What are some common challenges faced by a Relationship Manager Trainee when building client trust early in their career?

As a Relationship Manager Trainee, one of the main challenges is establishing credibility and trust with clients who may be accustomed to working with more experienced professionals. Trainees often need to quickly learn industry products, client needs, and regulatory requirements while demonstrating empathy and professionalism. Developing effective communication skills and seeking mentorship from senior team members can help overcome initial hurdles. Proactively engaging in client meetings, following up diligently, and showing a genuine interest in clients' goals are key steps to building strong, lasting relationships.

What does a Relationship Manager Trainee do?

A Relationship Manager Trainee assists experienced relationship managers in building and maintaining client relationships, often within financial institutions or banks. Their main responsibilities include learning about client needs, supporting account management, and gaining expertise in products and services offered by the company. Trainees typically shadow senior staff, attend trainings, and gradually take on more responsibility as they develop their skills. The ultimate goal is to prepare them for a full Relationship Manager role, where they will independently manage client portfolios and help drive business growth.
What are popular job titles related to Relationship Manager Trainee jobs in Indiana? For Relationship Manager Trainee jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Relationship Manager Trainee jobs in Indiana look for? The top searched job categories for Relationship Manager Trainee jobs in Indiana are:
What cities in Indiana are hiring for Relationship Manager Trainee jobs? Cities in Indiana with the most Relationship Manager Trainee job openings:
Branch Manager Trainee

Branch Manager Trainee

Daikin

Evansville, IN

Full-time

Posted 11 days ago


Daikin rating

7.6

Company rating: 7.6 out of 10

Based on 125 frontline employees who took The Breakroom Quiz

246th of 486 rated machine equipment manufacturers


Job description

Daikin Comfort Technologies Distribution, Inc. is seeking a professional, skilled individual for Branch Manager Trainee position for our Branch Operations group located at Jeffersonville, IN. The Branch Manager Trainee’s Responsibilities include taking direction from multiple sources to learn all aspects of the branch operations and Branch Manager position. This will include either shadowing or fulfilling the duties of each role within the branch up to and including graduation to the role of Branch Manager. The BMT is a strong team player, results oriented, has a dedication to excellence and a sense of urgency to achieve business objectives.

Online assessment required for consideration.

Why work with us?

> Benefits are effective on day one for all full-time direct hires.

> Training programs are available to help guide team members and develop new skills.

> Growth Opportunities - there are immense opportunities to grow your career.

> You will be part of a Global Company - our family brands are backed by Daikin Industries, Ltd.

Position responsibilities may include:

  • Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices and new products sales and or discounts via outbound calls and in house counter discussions. Conduct outbound calls of existing and lost customer accounts. 
  • Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices and new products.
  • Provide excellent customer service via walk-ins, phone calls and e-mails.
  • Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered.
  • Periodically reach out to customers to determine satisfaction with the organization, products and services
  • Maintain records and prepare reports on sales activities and manage inventory levels.
  • Expand knowledge of HVAC products and keep current with latest trends within the industry
  • Learn the roles and responsibilities of all functions and responsibilities within the branch including: CSRs/Inside Sales Representatives, Warehouse Associates, Drivers and Branch Manager.
    • CSR - Counter duties: Face to face interaction with customers, complete transactions using Mincron; etc.
    • Warehouse duties: safely operate a forklift, proper and safe loading/unloading and stacking techniques, filling customer orders – Will Call; etc.
    • Driver duties: delivery process, documentation procedures, DOT regulations and internal safety protocols
    • Branch Manager duties: Learn employee relations, timekeeping, inventory control, asset protection; etc.
  • Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.
  • Ensure branch showroom is adequately stocked, cleaned and organized as well as the warehouse and showroom and ensure there are no safety hazards
  • Perform other duties as assigned

Nature & Scope:

  • Possesses a broad theoretical job knowledge typically obtained through advanced education
  • Has no discretion to deviate from established procedures by performing structured work assignments
  • Work is closely supervised
  • Problems faced are not typically difficult nor complex
  • Explains facts, policies and practices related to job area

Knowledge & Skills:

  • Knowledge of MS Office including Word, Excel and Power Point.
  • Ability to learn and demonstrate knowledge of the complete operations of the branch in a period of 8-12 months and be ready to move into a Branch Manager position when training is complete
  • Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email;
  • Positive, professional attitude, handling difficult customers with ability to diffuse negative situations
  • Developing rapport and effective listening skills including high level of professionalism – patience, poise and tact
  • Effective verbal and written communication skills.
  • Effective organizational skills and time management skills including ability to prioritize and multi-task.
  • High level of attention to detail and accuracy
  • Ability to establish positive working relationships with internal and external customers and employees.
  • Ability to develop leadership skills including delegation, performance management and personnel development
  • Ability to use good judgement and strong work ethics and integrity on the job.
  • Knowledge of HVAC equipment / products is preferred
  • Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner
  • Ability to understand and follow procedures, work instructions and company policies

Experience:

  • 1 – 3 years customer service, retail or HVAC preferred

Education/Certification:

  • Bachelor’s degree in business - Prefer degree in Business, Sales, HVAC related field OR equivalent experience

People Management: No

Physical Requirements / Work Environment:

  • Must be able to perform essential responsibilities with or without reasonable accommodations

Reports To:

  • Manager, Regional Operations (ROM)

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.


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