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Relationship Manager Jobs in Madison, WI (NOW HIRING)

As part of our global IT team the Soler & Palau North American Customer Relationship Manager (CRM) - CRM serves as the strategic liaison between IT and business units to ensure the organization ...

As part of our global IT team the Soler & Palau North American Customer Relationship Manager (CRM) - CRM serves as the strategic liaison between IT and business units to ensure the organization ...

CRM Solutions Architect

Madison, WI · On-site

$130 - $150/hr

The CRM Solutions Architect will drive the technology vision and architecture for the organization's CRM platform(s), leading the design of scalable, secure, and integrated solutions that support ...

Sr. Product Manager, CRM

Watertown, WI · On-site +1

$120K - $159K/yr

We're seeking a Senior Product Manager, CRM to lead this transformation. This role will define the CRM vision, strategy, and roadmap while driving implementation, adoption, and continuous improvement ...

Sr. Product Manager, CRM

Watertown, WI · On-site +1

$120K - $159K/yr

We're seeking a Senior Product Manager, CRM to lead this transformation. This role will define the CRM vision, strategy, and roadmap while driving implementation, adoption, and continuous improvement ...

Sr. Product Manager, CRM

Watertown, WI · On-site +1

$120K - $159K/yr

We're seeking a Senior Product Manager, CRM to lead this transformation. This role will define the CRM vision, strategy, and roadmap while driving implementation, adoption, and continuous improvement ...

Relationship Banker

Mount Horeb, WI · On-site

$17 - $29.75/hr

Proactively engage clients through outreach, follow-up, and ongoing relationship management. * Identify opportunities to introduce additional products and services to meet client goals. * Partner ...

Relationship Banker

Mount Horeb, WI · On-site

$17 - $29.75/hr

Proactively engage clients through outreach, follow-up, and ongoing relationship management. * Identify opportunities to introduce additional products and services to meet client goals. * Partner ...

Relationship Banker

Janesville, WI · On-site

$17 - $29.75/hr

Proactively engage clients through outreach, follow-up, and ongoing relationship management. * Identify opportunities to introduce additional products and services to meet client goals. * Partner ...

Showing results 21-40

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 Sep 5, 2026, the average yearly pay for relationship manager in Madison, WI is $81,333.00, 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.

What are popular job titles related to Relationship Manager jobs in Madison, WI?

For Relationship Manager jobs in Madison, WI, the most frequently searched job titles are:

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:

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 Banking Relationship Manager (RM)

Johnson Financial Group

Janesville, WI • On-site

Full-time

Re-posted 21 days ago


Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Overview

The Business Banking Relationship Manager (RM) is responsible for delivering a best-in-class experience for business clients and developing revenue growth by generating, managing, and growing quality, profitable business loans, deposits, and fee-based relationships. The RM’s primary focus is to proactively connect and consult with current and prospective clients in developing solutions to meet all of their financial services needs. 

KEY RESPONSIBILITIES

Position Specific Responsibilities

  • Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services.
  • Responsible for developing and maintaining quality client and Center of Influence (COI) relationships. Hold regular meetings with business owners and senior executives to develop rapport with decision makers and determine appropriate banking and lending solutions so JFG is viewed as the primary provider, value-added, and trusted financial services partner.
  • Perform timely analysis of client financial statements to determine appropriate credit capacity, leverage, and cash flows sufficient to repay debt obligations. Negotiate and review all loan documentation.
  • Responsible for completing timely banking and credit renewals, annual client reviews, and collecting/reviewing financial statement requirements. Develop and maintain a high-quality deposit and loan portfolio and deepening relationships across other lines of business

Sales – Advising and Servicing Clients

  • Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
  • Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
  • Expand new and existing relationships by advising and recommending appropriate solutions that will delight our clients and exceed their expectations.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business – Banking, Wealth and Insurance
  • Meets or exceeds client retention goals.
  • Perform proactive customer needs assessments on a regular basis.
  • Give persuasive sales presentations and tailors delivery and material to meet audience needs.
  • Applies sound judgment, innovation and appropriate creativity in management of client relationships.
  • Participate in an active and meaningful role in a community or industry organization.

Job Requirements

RM I:  3+ years banking experience; understands basic business financial statements, 1 year of sales experience preferred, developing effective prospecting skills, is good at client servicing and follow-through; BA preferred.

RM II:  5-8 years business banking experience; proven credit skills, has a successful sales track record, possesses solid prospecting skills, is good at client servicing and follow-through; BA preferred.

RM III:  8+ years business banking experience; strong credit skills with the ability to effectively process and manage more complex business loans; proven sales track record, possesses solid prospecting abilities, with superior client servicing and follow-through skills. Must be skilled at and comfortable in actively prospecting clients, initiating contacts in the market, and developing relationships at all levels; networking contacts and a proven book of business highly desirable. Exhibits leadership qualities with the ability to manage, coach, and mentor less experienced RMs. Effectively navigates sensitive, complex communication with others. 

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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