Top 36 Relationship manager Jobs in Akron Oh

Relationship Manager - DC Focus
Trinity Pension Consultants —Akron, OH
- $65,000 - $85,000 a year
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Client Relationship Manager
Mutual of America Financial Group —Akron, OH
- $65,000 - $90,000 a year
- Hybrid work
- Writing skills
- Public speaking
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Employee Relationship Manager - Financial Wellness Solutions
PNC Financial Services Group —Akron, OH
- $41,250 - $68,750 a year
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
Client Relationship Officer - Commercial Admin Total Bank
WesBanco Bank, Inc. —Uniontown, OH
- Computer literacy
- Research
- Mid-level
4d
Key Private Bank Relationship Manager
KeyBank National Association —Akron, OH
- $94,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
Business Banking Relationship Manager 2
U.S. Bank National Association —Fairlawn, OH
- $86,360 - $111,760 a year
- Full-time
- Mid-level
- Office
- Business development
- Paid holidays
- Disability insurance
Commercial Relationship Service Specialist Senior
Huntington Bank —Akron, OH
- $70,000 - $140,000 a year
- Full-time
- Sales
- 5 years
- Research
- Wellness program
- Paid holidays
4d
Commercial Lending Relationship Manager
Farmers National Bank —Canton, OH
- Microsoft Outlook
- Research
- Mid-level
Quick Apply
Donor Relations Manager
Stark Community Foundation —Canton, OH
- Full-time
- Writing skills
- Bachelor's degree
- Organizational skills
Business Banking Relationship Manager
U.S. Bank National Association —Seven Hills, OH
- $86,360 - $111,760 a year
- Mid-level
- Office
- Business development
- Paid holidays
- Disability insurance
Commercial Lender / Relationship Manager
810 SEVEN SEVENTEEN CREDIT UNION INC —Kent, OH
- Customer service
- Mid-level
- 3 years
Registered Client Relationship Analyst
Morgan Stanley —Hudson, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Field Service Onsite Relationship Specialist 94163
New York Life —Independence, OH
- $46,500 - $66,500 a year
- Overtime
- Mid-level
- Office
- 3 years
- Loan repayment program
- Health insurance
Client Relationship Consultant 2 (Banker) Akron OH West Market St
U.S. Bank National Association —Fairlawn, OH
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Investment Relationship Associate
Ren —Hudson, OH
- Mid-level
- Finance
- Analysis skills
Quick Apply
Treasury Management Relationship Manager
Farmers National Bank —Canton, OH
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
Full Time Relationship Banker
Consumers National Bank —Canton, OH
- Full-time
- Computer literacy
- Basic math
- Office
- Paid training
- Opportunities for advancement
Quick Apply
10d
Float Relationship Banker
Consumers National Bank —Green, OH
- Computer literacy
- Basic math
- Office
- Paid training
- Opportunities for advancement
Quick Apply
Floating Relationship Banker
F.N.B. Corp. —Twinsburg, OH
- Part-time
- Computer literacy
- Office
- High school diploma or GED
5d
Client Relationship Consultant 2 (Banker) North Royalton, OH Office (Part -Time 20 hours)
U.S. Bank National Association —North Royalton, OH
- $20.00 - $24.75 an hour
- Part-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
3d

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Relationship Manager - DC Focus

Trinity Pension Consultants -
Akron, OH

Quick Apply

Job Details

$65,000 - $85,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Office activity coordination
Customer relationship building
Operations coordination
Managing clients in a customer support role
Customer relationship management
Office management
Consultative selling

Full Job Description

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan, Missouri and Georgia. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations

Log all email, phone, and meeting activities.
Follow up on items necessary to complete annual administration and compliance testing.
Participate and assist with onboarding new clients.
Effective dashboard management.

Relationship Management

Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.

Consulting

Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and collaborate with Sales.
Manage Client expectations relative to Trinity Service Standards.
Stay abreast of industry trends, market, and competitors.

Requirements

Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
Be able to learn, apply and explain new technical knowledge in a simplified manner.
Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You’re not afraid to re-frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
Possess a relentless pursuit to be successful.

Must Haves:

2+ years of Client Relationship Management experience with qualified retirement plans.
Bachelor’s Degree preferred.
Experience in building and maintaining client relationships.
Excellent verbal and written communication and listening skills.
Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
Discipline and drive to stay focused and motivated with limited supervision.
Effective time management and organization capabilities with a focus on delivering superb client experience.
QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations.

Benefits

In return, Trinity Pension Consultants offers:

Salary dependent on experience
Paid Time Off (PTO)
401(k) retirement plan
Medical, Dental, Vision, H.S.A. effective Day 1
Life Insurance, LTD, STD
PTO Purchase
Summer Fridays

Are you ready to join our team?

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

This job description is not all inclusive.

Bachelors Degree

Quick Apply

Refine Your Search

relationship manager jobs in akron oh

Relationship Manager - DC Focus

Client Relationship Manager

Employee Relationship Manager - Financial Wellness Solutions

Client Relationship Officer - Commercial Admin Total Bank

Key Private Bank Relationship Manager

Business Banking Relationship Manager 2

Commercial Relationship Service Specialist Senior

Commercial Lending Relationship Manager

Donor Relations Manager

Business Banking Relationship Manager

Commercial Lender / Relationship Manager

Registered Client Relationship Analyst

Field Service Onsite Relationship Specialist 94163

Client Relationship Consultant 2 (Banker) Akron OH West Market St

Investment Relationship Associate

Treasury Management Relationship Manager

Full Time Relationship Banker

Float Relationship Banker

Floating Relationship Banker

Client Relationship Consultant 2 (Banker) North Royalton, OH Office (Part -Time 20 hours)

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