ZipRecruiter

Log In

1

Relationship Manager Jobs in Madison, WI (NOW HIRING)

Lake Ridge Bank

Business Relationship Manager

WI · On-site

Join our team as a Business Relationship Manager based out of our Oregon Office, where you will play a key role in building and maintaining strong business relationships while ensuring the quality ...

U.S. Bank

Business Banking Relationship Manager

Madison, WI · On-site

$91.44 - $111.76/hr

Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do ...

next page

Showing results 1-20

All JobsRelationship JobsRelationship Manager JobsRelationship Manager Jobs in Madison, WI

Relationship Manager information

See Madison, WI salary details

$28.2K

$81.3K

$141.6K

How much do relationship manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for relationship manager in Madison, WI is $81,321.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,900.00 and $106,300.00 per year, depending on experience, location, and employer.

What is a relationship manager?

A relationship manager specializes in the management of client relationships for a company to ensure the customer is content with the service or products they receive. As a relationship manager, your responsibilities include providing customer service, answering client questions, developing new client relationships, and acting as an advisor regarding service and product options. You may serve as both a salesperson and liaison for the company. You can find relationship manager positions in various fields and industries, including the investment and financial management fields.

What does a relationship manager do?

A Relationship Manager is responsible for building and maintaining strong relationships with clients or customers, often within financial institutions, banks, or corporate settings. Their main duties include understanding client needs, providing tailored solutions, and ensuring customer satisfaction. Relationship Managers also seek opportunities to grow business with existing clients and may handle conflict resolution or problem-solving. They act as a primary point of contact, working to foster loyalty and long-term partnerships.

How does a relationship manager typically collaborate with other departments to support client needs?

Relationship Managers work closely with teams such as product specialists, credit analysts, and customer service representatives to deliver comprehensive solutions for clients. Effective collaboration ensures that clients receive tailored recommendations and seamless service across different areas of the organization. Regular communication and meetings help Relationship Managers stay informed about product updates and client feedback, enabling them to address issues promptly and maintain strong client relationships.

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

To thrive as a Relationship Manager, you need strong interpersonal skills, a background in business or finance, and experience in client relationship management. Familiarity with CRM software, financial products, and relevant industry certifications like CFA or CFP are often advantageous. Excellent communication, problem-solving, and negotiation abilities help build client trust and handle complex situations effectively. These skills are crucial for fostering long-term client relationships, driving business growth, and ensuring customer satisfaction.

What is the difference between Relationship Manager vs Customer Service Representative?

AspectRelationship ManagerCustomer Service Representative
Required credentialsBachelor's degree often in finance, business, or related fieldsHigh school diploma or equivalent, some roles may prefer post-secondary education
Work environmentBanking, financial services, corporate accountsRetail stores, call centers, service desks
Employer and industry usageFinancial institutions, wealth management firmsRetail companies, telecom, utilities
Common search and comparison intentUnderstanding client relationship roles, career pathsCustomer support roles, service skills

While both roles involve client interaction, a Relationship Manager focuses on building long-term client relationships, often in financial services, requiring specialized credentials. Customer Service Representatives handle day-to-day customer inquiries and support, typically in retail or service industries. The roles differ in responsibilities, credentials, and work environments, but both are essential for client engagement.

More about Relationship Manager jobs

What job categories do people searching Relationship Manager jobs in Madison, WI look for?

The top searched job categories for Relationship Manager jobs in Madison, WI are:

What cities near Madison, WI are hiring for Relationship Manager jobs?

Cities near Madison, WI with the most Relationship Manager job openings:

Relationship Manager jobs near you
Infographic showing various Relationship Manager job openings in Madison, WI as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $81,321 per year, or $39.1 per hour.

Business Relationship Manager

Lake Ridge Bank

WI • On-site

Full-time

Re-posted 17 days ago

Lake Ridge Bank rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

137th of 171 rated banks

Job description

Join our team as a Business Relationship Manager based out of our Oregon Office, where you will play a key role in building and maintaining strong business relationships while ensuring the quality and security of loans. This position offers the opportunity to prospect for new clients, manage a profitable loan portfolio, and actively participate in cross-selling opportunities. You'll collaborate with internal teams and leverage programs like SBA and WHEDA to serve your clients' best interests, all while limiting risk to the bank. Be a vital part of our community, helping businesses grow while contributing to the bank's success.
Officer titling is based on experience (Officer, Assistant Vice President, Vice President, etc).
Develop and Expand Business Relationships:
  • Prospect potential new clients for all areas of the bank through networking, referral sources and other sources deemed necessary.
  • Maintain and service a profitable loan portfolio to ensure quality and limited risk to the bank and share-holders.
  • Utilize external programs to limit the exposure to the bank and to ensure the client's best interests are taken into account (i.e. SBA, WHEDA).
  • Initiate cross selling opportunities through meetings with clients and fellow employees by reviewing the client's banking relationships.
  • Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for client and the bank
  • Maintain regular, continuous contact with clients through various means of communication.
  • Actively utilize CRM system to track all loan notes, client and prospect activities and progress of relation-ships.
  • Remain active in community and community organizations to enhance bank image, identity and develop relationships.

Loan Responsibilities:
  • Prepare data sheets and review loan documents to ensure that the proper forms are used for both new loan requests and renewed loans.
  • Prepare and present new loan requests, renewal loan requests and loan proposals to respective approval authorities per Loan Policy including but not limited to Officer Loan Committee and Director Loan Committee
  • Work past dues, overdrafts, insurance exceptions and technical/financial exceptions to ensure that they are resolved in a timely manner to limit exposure to the bank.
  • Attend internal loan committee, officer's meetings, staff meetings, referral meetings and other meetings as they arise.
  • Meet established benchmarks for individual goals, office goals and departmental/bank goals.

Other Responsibilities:
  • Continually develop knowledge, skills and abilities thorough internal and external training programs
  • Complete all annual security and compliance training as required.
  • Maintain confidentiality of client information at all times.
  • Actively participate in bank and department meetings.
  • Perform all other duties as assigned or requested.

Requirements
  • Associate's degree in Finance, Business Administration, Accounting or similar field and minimum of two years work experience in commercial lending, underwriting, banking, business development, sales or similar environment.
  • Firm comprehension of loan documents and required disclosures and regulations.
  • Good comprehension of business financials in order to effectively evaluate credit worthiness and risk for clients and the bank
  • Results orientated sales ability with success in establishing and building client relationships.
  • Proven concern for quality of work, guidelines, processes, etc.
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a di-verse group of clients.
  • Ability to exercise independent judgment and work with little to no supervision
  • Demonstrated ability to represent the organization in a professional, positive manner
  • Good accounting skills with the ability to work precisely with numbers and financial calculations
  • Capability to maintain confidentiality of client information
  • Ability to put forth the extra effort necessary to make the office a successful operation including the will-ingness to work additional hours (evenings and weekends), attend outside educational programs, semi-nars, etc.
  • Ability to speak, read, write and understand English clearly

Preferred Qualifications:
  • Bachelor's degree in Business Administration, Finance or similar field
  • Three to five years previous lending experience
  • Knowledge of banking systems a plus.
  • Familiarity with other financial products and services

This is a full time role between the hours of 8:00 AM to 5:00 PM Monday through Friday. Please note this role is an onsite role. Flexibility in scheduling may be needed on occasion.
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

What Lake Ridge Bank employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply