Relationship Manager Jobs in Pennsylvania
Relationship Manager jobs in Pennsylvania are consistently active, with strong demand across banking, commercial lending, wealth management, and insurance from entry-level associates through senior portfolio managers. Philadelphia, Pittsburgh, and Allentown anchor most of the hiring, where institutions such as Citizens Bank, PNC Financial Services, and Lincoln Financial Group maintain large relationship management teams. The most in-demand specialties are commercial banking, private wealth, and small business relationship management. Find a role that fits below and apply directly.
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Job Summary:
Responsible for our Indirect Lending Program by establishing and developing opportunities to serve new dealer partners in our current and targeted market area, and for maintaining and expanding our visibility and penetration with existing dealers. Responsible for establishing a strong and mutually beneficial relationship with dealers in the program; ensure a strong market share attainment of indirect auto financing goals, growth and expansion of the program into new market areas.
The Dealer Relationship Manager works closely with internal departments, including Lending, Underwriting, Loan Processing, Funding and others to ensure a seamless experience for dealer partners and members. This role is also responsible for monitoring and overseeing the Credit Union’s indirect lending goals, performance metrics, and strategic initiatives while ensuring all activities are conducted in accordance with applicable laws, regulations, policies, and Credit Union procedures.
The ideal candidate is highly relationship-oriented, responsive, organized, results-driven, and knowledgeable about indirect auto lending. They are comfortable balancing business development and service expectations with sound lending practices and regulatory compliance.
Essential Duties and Responsibilities:
· Maintain a documented dealer visitation schedule ensuring that all Patriot dealers are visited on a frequent and periodic basis.
· Provide routine sales call reports to supervisor identifying competitive issues, dealer concerns, market changes and observations noted regarding dealer’s business activity and trends.
· Create and maintain quality relationships with our indirect dealer partners that results in increased auto loan market share and for membership growth.
· Gather and evaluate competitive information on indirect loan rates and program features.
· Monitor and report on the quality of dealership partners- the service they provide to customers and their adherence to applicable laws and regulations.
· Evaluate and recommend changes to the Indirect Lending Program and inform management regarding key operational issues affecting this area.
· Introduce the credit union’s Indirect Program to new dealerships in target market areas, expanding our market area and market share.
· Develop strong working relationships with internal departments to ensure efficient and positive dealer and member experience.
· Partner with Loan Operations, Funding, and other operational teams to mitigate credit risk and resolve processing or funding issues.
· Maintain familiarity with credit union loan policy, Indirect Lending Manual and Dealer Agreement, and departmental procedures related to the Indirect Lending Program.
· Serve as the primary point of contact for dealers regarding the Credit Union’s Indirect Lending Program.
· Monitor dealer and portfolio performance and identify trends, opportunities, and areas requiring improvement.
· Maintain regular and predictable attendance in the office for the purposes of serving members directly or indirectly, teamwork and supporting team members.
Expectations:
· Apply Patriot Service Standards and Core Values in all aspects of the job.
· Ensure high visibility of Patriot’s Indirect Lending Program.
· Communicate changes to lending policies, procedures, products, and requirements in a timely and effective manner.
· Produce, at a minimum, the budgeted loan volume for indirect auto loans.
· Maintain confidentiality with respect to employee and credit union information.
· Serve on committees, project teams, and ad hoc work groups as assigned.
· Participate in routine open exchanges with your supervisor to assess your job-related accomplishments and your professional development needs.
· Keep up to date on training and continuing education items.
· Maintain a valid driver’s license and businesslike transportation and appearance; must be able to travel independently.
· Ensure compliance with all applicable regulations and policies, especially Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
Education and Experience:
· Recent and relevant experience with the auto market.
· Experience with indirect lending.
· Two to five years of similar or related experience
Physical Requirements:
· Prolonged periods of driving, interspersed with exiting and entering the vehicle for multiple sales calls.
Pay: $71,000.00 - $106,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Tuition reimbursement
- Vision insurance
Work Location: On the road
Job Summary:
Responsible for our Indirect Lending Program by establishing and developing opportunities to serve new dealer partners in our current and targeted market area, and for maintaining and expanding our visibility and penetration with existing dealers. Responsible for establishing a strong and mutually beneficial relationship with dealers in the program; ensure a strong market share attainment of indirect auto financing goals, growth and expansion of the program into new market areas.
The Dealer Relationship Manager works closely with internal departments, including Lending, Underwriting, Loan Processing, Funding and others to ensure a seamless experience for dealer partners and members. This role is also responsible for monitoring and overseeing the Credit Union’s indirect lending goals, performance metrics, and strategic initiatives while ensuring all activities are conducted in accordance with applicable laws, regulations, policies, and Credit Union procedures.
The ideal candidate is highly relationship-oriented, responsive, organized, results-driven, and knowledgeable about indirect auto lending. They are comfortable balancing business development and service expectations with sound lending practices and regulatory compliance.
Essential Duties and Responsibilities:
· Maintain a documented dealer visitation schedule ensuring that all Patriot dealers are visited on a frequent and periodic basis.
· Provide routine sales call reports to supervisor identifying competitive issues, dealer concerns, market changes and observations noted regarding dealer’s business activity and trends.
· Create and maintain quality relationships with our indirect dealer partners that results in increased auto loan market share and for membership growth.
· Gather and evaluate competitive information on indirect loan rates and program features.
· Monitor and report on the quality of dealership partners- the service they provide to customers and their adherence to applicable laws and regulations.
· Evaluate and recommend changes to the Indirect Lending Program and inform management regarding key operational issues affecting this area.
· Introduce the credit union’s Indirect Program to new dealerships in target market areas, expanding our market area and market share.
· Develop strong working relationships with internal departments to ensure efficient and positive dealer and member experience.
· Partner with Loan Operations, Funding, and other operational teams to mitigate credit risk and resolve processing or funding issues.
· Maintain familiarity with credit union loan policy, Indirect Lending Manual and Dealer Agreement, and departmental procedures related to the Indirect Lending Program.
· Serve as the primary point of contact for dealers regarding the Credit Union’s Indirect Lending Program.
· Monitor dealer and portfolio performance and identify trends, opportunities, and areas requiring improvement.
· Maintain regular and predictable attendance in the office for the purposes of serving members directly or indirectly, teamwork and supporting team members.
Expectations:
· Apply Patriot Service Standards and Core Values in all aspects of the job.
· Ensure high visibility of Patriot’s Indirect Lending Program.
· Communicate changes to lending policies, procedures, products, and requirements in a timely and effective manner.
· Produce, at a minimum, the budgeted loan volume for indirect auto loans.
· Maintain confidentiality with respect to employee and credit union information.
· Serve on committees, project teams, and ad hoc work groups as assigned.
· Participate in routine open exchanges with your supervisor to assess your job-related accomplishments and your professional development needs.
· Keep up to date on training and continuing education items.
· Maintain a valid driver’s license and businesslike transportation and appearance; must be able to travel independently.
· Ensure compliance with all applicable regulations and policies, especially Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
Education and Experience:
· Recent and relevant experience with the auto market.
· Experience with indirect lending.
· Two to five years of similar or related experience
Physical Requirements:
· Prolonged periods of driving, interspersed with exiting and entering the vehicle for multiple sales calls.
Pay: $71,000.00 - $106,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Tuition reimbursement
- Vision insurance
Work Location: On the road
See All 99 Relationship Manager Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Relationship Manager Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- PNC Financial Services25
- Northwest Bank12
- JPMorganChase7
- Fulton Bank4
- Quaint Oak Bank3
Top Industries Hiring
- Banking & Financial Services20
- Investment & Asset Management5
- Fintech4
- Insurance1
- Government & Public Sector1
What Pennsylvania Employers Look For
The qualifications that appear most often in relationship manager jobs across Pennsylvania.
- Bachelor's degree in finance, business, or a related field required by most Pennsylvania employers
- Active FINRA Series 7 or Series 66 license preferred for wealth and investment-focused roles
- Two or more years of client-facing experience in banking, lending, or financial services
- Proven ability to manage and grow a portfolio of commercial or retail client accounts
- Strong knowledge of credit analysis, loan structuring, or deposit products relevant to Pennsylvania markets
- Proficiency with CRM platforms such as Salesforce used widely across Pennsylvania financial institutions
Relationship Manager Jobs in Pennsylvania: Frequently Asked Questions
How do you become a relationship manager in Pennsylvania?
Most relationship manager roles in Pennsylvania require a bachelor's degree in finance, business, accounting, or a related field. Roles in investment or wealth management typically require FINRA licensing, such as the Series 7 and Series 66, obtained through examination administered by FINRA. Pennsylvania does not maintain a separate state-level license for the title itself, so employers drive credential requirements. Completing a bank's internal credit training or analyst program is a common entry path at larger Pennsylvania institutions.
Which companies hire relationship managers in Pennsylvania?
Employers hiring relationship managers in Pennsylvania right now include PNC Financial Services, Northwest Bank, and JPMorganChase, based on current listings on Migrate Mate as of September 2026. Pennsylvania's concentration of regional banks, insurance carriers, and commercial lenders headquartered in Philadelphia and Pittsburgh creates consistent year-round demand for this role.
Which Pennsylvania cities have the most relationship manager jobs?
Philadelphia, Pittsburgh, and Lancaster have the most relationship manager openings in Pennsylvania. Philadelphia dominates due to its dense concentration of regional and national bank headquarters, insurance firms, and wealth management offices, while Pittsburgh's commercial banking sector and Allentown's growing financial services corridor add significant volume in their respective regions.
Are there remote relationship manager jobs in Pennsylvania?
Yes, but they're less common than in purely analytical roles, since relationship management is inherently client-facing and often requires in-person meetings. About 31% of relationship manager openings tied to Pennsylvania are remote or hybrid as of September 2026, reflecting a selective but real shift in the field. Portfolio review, pipeline management, and internal reporting functions are the portions of the role most frequently performed remotely.
How can I get hired as a relationship manager in Pennsylvania with little or no experience?
The most realistic entry path is a bank or financial services associate or analyst program. Large Pennsylvania employers such as PNC Financial Services and Citizens Bank run structured new-graduate programs that rotate candidates through credit analysis, business development, and client servicing before moving them into a dedicated relationship management seat. Lateral moves from personal banker, credit analyst, or financial advisor assistant roles are common stepping stones. Completing a FINRA licensing exam before applying gives candidates a measurable edge over other entry-level applicants.
Where can I find and apply to relationship manager jobs in Pennsylvania?
You can find and apply to relationship manager jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated regularly. Find roles that fit your experience and target location, then apply directly to each employer through the listing.
See All 99 Relationship Manager Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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