Client support manager full time jobs - 20 jobs

Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.

129848 Zurich North America is hiring an Applications Support Center Manager to join our team! We are open to hiring talent remote in Illinois. Purpose: + Responsible for function, staff and activities associated with the identification, prioritization and management of work load. + Oversees first level, second level, and back desk technical and supervisory support for IT issues and service requests, tointernal Zurich staff and partners, delivering an excellent customer experience in line with departmental service standards. Key Accountabilities: + Provides comprehensive and expanded first and second level help desk support for IT incidents, problems and service requests. + Conducts problem determination, and resolves incidents involving highly complex issues using documented procedures and available tools. + Updates documented procedures and tools based on in depth experience and knowledge gained from actual use incorporating these updates into revised versions of the procedures and tools. Escalates to internal partners or external vendors while meeting or exceeding defined service level expectations. + Resolves problems escalated from within the Help Desk, providing resolution knowledge and feedback to less experienced staff. + Initiates escalation as appropriate to ensure management awareness of severe problems or problems that are exceeding documented target resolution times. + Actively participates in end user and Help Desk analyst training by providing materials, conducting training, or attending training in the role of subject matter expert. + Develops and implements continuous service improvement initiatives, provides service desk performance reporting and analysis and acts as deputy for service desk manager. + Business Travel, as required + Extended Hours during Peak Periods/Shift Work/Holiday Work, as required + Regular Predictable Attendance + Visibility in the Office, as required + Helpdesk is an operation, which requires flexible working hours depending on local needs. Basic Qualifications: + Bachelors Degree and 5 or more years of experience in the Application Support area OR + High School Diploma or Equivalent and 7 or more years of experience in the Application Support area AND + Must work flexible schedules + Knowledge of proprietary applications and support processes Preferred Qualifications: + Experience with problem management system, preferably Peregrine Service Center and/or Remedy Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The proposed Salary range for this position is $65,900.00 - $107,900.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .] **Why Zurich?** At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. **Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Illinois Virtual Office, AM - Remote Work (US) Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JM1 #LI-ASSOCIATE #LI-REMOTE EOE Disability / Veterans

Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. The Sr. Client Marketing Manager is responsible for the development and implementation of client-facing marketing and loyalty strategies for assigned portfolios that drive incremental and profitable results to achieve financial targets. This role combines data-driven insights, pre-existing marketing strategies, and client partner expertise to drive a holistic marketing calendar that delivers value for our cardmembers, brand partners, and our organization. Essential Job Functions Develops and implements client-facing marketing and loyalty strategies for assigned portfolios to achieve financial targets. Ensures adherence to compliance standards and collaborates with teams on marketing campaign execution. Manages joint marketing funds and campaign reviews. Sources industry insights to drive brand strategy and demonstrates organizational agility. - (35%) Analyze and track marketing campaign performance, and proactively analyze industry trends to identify adjustments for targets. Share results and insights cross-functionally to scale efforts. Guide annual volume forecasts for portfolios, track against budget, and advise on strategy changes to meet annual budget. - (25%) Drives and nurtures strategic partnerships internally and externally to influence marketing strategy and execution, with roadblocks managed independently or elevated to Sr. Manager. Proactively use active listening and effectively influence strategy with Brands and internal partners. - (20%) Proactively identifies and conceptualizes new growth opportunities for assigned portfolios by leveraging data insights, competitive research, and industry best practices. - (10%) Responsible for the development, management and presentment to Leadership team of internal/client-facing materials such as annual marketing plans, marketing calendars, campaign performance, budget forecasts and other special marketing requests. - (10%) Minimum Qualifications High School Diploma or GED 12+ years experience in Marketing Strategy, Marketing Segmentation, Credit/Payments, Managing Test and Control, Analyzing Marketing Campaign Data, or related experience. Preferred Qualifications Bachelor's Degree in Marketing, Finance, Project Management, Business Management, or related field. Skills Brand Positioning Relationship Management Marketing Analytics Client Management Data Analysis Data Interpretations Business Storytelling Portfolio Operations Brand Marketing Marketing Strategies Test Marketing Strategy Development Reports To: Senior Manager and above Direct Reports: 0 Work Environment Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location. Physical and Mental Requirements To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship. Communicate/Hearing Communicate/Talking Stationary Position/Seated Typing/Writing Maintain focus in high pressure or fast-paced work environment Other Duties This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time. Salary Range (unless otherwise noted below): $120,500.00 - $218,300.00 Full Salary Range for position: California: $138,600.00 - $272,900.00Colorado: $120,500.00 - $229,200.00New York: $132,500.00 - $272,900.00Washington: $126,500.00 - $251,100.00Maryland: $126,500.00 - $240,200.00Washington DC: $138,600.00 - $251,100.00Illinois: $120,500.00 - $240,200.00New Jersey: $138,600.00 - $251,100.00Vermont: $120,500.00 - $218,300.00Ohio: $120,500.00 - $218,300.00 The actual base pay within this range may be dependent upon many factors, which may include, but are not limited to, work location, education, experience, and skills. Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. New associate elected coverage begins on date of hire (with the exception of disability coverage which has a 6-month waiting period). Six weeks of 100% paid parental leave for eligible parents is available after a 180-day waiting period. Hired associates can immediately enroll in Bread Financial's 401(k) plan. All associates receive 11 paid holidays. Associates have discretion in managing their time away from work through the Flexible Time Off (FTO) program and may need to notify and receive approval from their manager prior to taking the time off. Associates (except those located in Illinois) receive 80 hours of Paid Sick and Safe Time (“PSST”) upon hire and at the beginning of each subsequent calendar year. Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year. Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO. Hired associates will be able to elect the purchase company stock during offering periods in June and December. You will be eligible for an annual incentive bonus based on individual and company performance. Click here for more Benefits information. About Bread Financial At Bread Financial, you'll have the opportunity to grow your career, give back to your community, and be part of our award-winning culture. We've been consistently recognized as a best place to work nationally and in many markets and we're proud to promote an environment where you feel appreciated, accepted, valued, and fulfilled-both personally and professionally. Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and non-traditional career progression. Bread Financial (NYSE: BFH) is a tech-forward financial services company that provides simple, personalized payment, lending and saving solutions to millions of U.S. consumers. Our payment solutions, including Bread Financial general purpose credit cards and savings products, empower our customers and their passions for a better life. Additionally, we deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, jewelry and specialty apparel through our private label and co-brand credit cards and pay-over-time products providing choice and value to our shared customers. Bread Financial proudly marks 30 years of success in 2026. To learn more about our global associates, our performance and our sustainability progress, visit breadfinancial.com or follow us on Instagram and LinkedIn. Bread Financial offers competitive pay, a comprehensive selection of benefit options including 401(k). The Company is an Equal Opportunity Employer. Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company. The Company participates in E-Verify. The Company will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply. The Company complies with the Americans with Disabilities Act (ADA), as amended, and all applicable state/local laws. The Company will provide accommodations to applicants needing accommodations to complete the application process. Applicants with disabilities may contact the Company to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the Recruiting Team at ************************. Job Family: Marketing Job Type: Regular

Job ID 243949 Posted 01-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Building Management, Facilities Management Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery. In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience. **A** **bout the Role:** As a CBRE Finance & Contract Support Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, strategic planning, and management reporting. This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls. **What You'll Do:** + Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. + Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. + Oversee the budgeting process, forecasting process, strategic planning process, and standard management reporting. + Review balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy. + Review and approve basic monthly journal entries. + Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit. + Coordinate research, development, and preparation of accounting policy and procedures. + Exchange and explain difficult information, convey performance expectations, and handle sensitive issues. + Influence parties of shared interests to reach an agreement. + Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement. + Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives. + Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes. **What You'll Need:** + Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred. + Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems. + Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Extensive organizational skills with a strong inquisitive mindset. + Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Why CBRE** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. **Applicant AI Use Disclosure** We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Finance & Contract Support Manager position is $83,500 annually [or $40.14 per hour] and the maximum salary for the Finance & Contract Support Manager position is $150,000 annually [or $72.12 per hour]. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: * Client Services Administration * Deliver superior client service * Serve as a liaison between internal staff, custodian, and others as needed * Preparation of new account paperwork * Preparation of paperwork for account changes * Preparation of account transfer paperwork and verification of asset transfer eligibility * Ensure timely completion of account transfers and other paperwork processing * Frequent communication with custodians and internal staff * Monitor and follow up on alerts * Identify and communicate client service opportunities to internal professionals * Assist with money movement activities * General * Adhere to PMFA policies and procedures * Develop, document, and/or maintain process policies and procedures for department * Frequent interaction with internal and external professionals * Cross train and back up to other team members roles in operations * Assist in testing and roll out of system upgrades, system integration and new technology * Coordinate workload with other team members * Review agreements and be familiar with terms to ensure paperwork is in compliance * Self-review of tasks performed, including client deliverables * Manage and prioritize tasks and workflows * Serve as a liaison between advisors and the broader PMFA operations team * Field questions related to client data, reports, or any items as a result of work * Research and resolve issues related to client information The qualifications. * 2+ years administrative or investment industry experience required * High School diploma or GED equivalent is required * Client service orientation combined with creative problem-solving skills * Strong written and oral communication skills * Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients * Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87 #LI-CB1 #LI-Hybrid

JobID: 210702748 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $85,500.00-$150,000.00 Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. Job Responsibilities * Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses * Understand client relationship with JPM including global relationships and client's relationships with other asset managers and consultants * Proactively identify client experience improvements and efficiencies and driving the plan to implement changes * Participate in client meetings and events as appropriate (including due diligence meetings) * Plan and organize internal business meetings and manage follow-up/action items * Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting Required qualifications, capabilities, and skills * Undergraduate degree required * Previous experience at an asset management firm; background in client service and/or institutional client base * Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning. * Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs * Ability to work independently and manage multiple projects across business areas to achieve results * Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills * Strong critical thinking skills - i.e. ability to analyze, synthesize and interpret data, etc. Preferred qualifications, capabilities, and skills * Series 7 and Series 63

**"We enable greatness in people and organizations everywhere.** " FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ , _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit franklincovey.com **Title:** Key Account Client Success Manager **Payroll Title:** Client Success Manager - Key **Division & Department:** Enterprise Client Success **Status:** Full-Time Exempt **Reports to:** Manager, Client Success **Location:** Remote - Anywhere in the contiguous US **Compensation:** Anticipated compensation for this position is an OTE of $140-154k* split 80/20 between base/commissions. **Job Summary** The Key Account Client Success Manager is a high-impact, strategic role at the center of FranklinCovey's partnerships with our largest enterprise clients. You will steward complex, large-scale organizations in close collaboration with our Client Partners (sellers) and delivery/logistics teams, ensuring clients realize maximum value and measurable impact from FranklinCovey's content, technology, and services. You will lead clients from onboarding through multi-year engagement, acting as a strategic advisor to senior and executive stakeholders in HR, Talent, Learning, and various business units. Drawing on your learning and development expertise, business acumen, and data-driven insight, you will design and help clients execute enterprise-wide learning and behavior change strategies that drive adoption, performance improvement, and account growth. **Essential Job Functions** **Client Onboarding, Launch & Adoption** + Conduct discovery to confirm desired outcomes and understand the client's learning environment, learner profile, and timelines + Design and recommend learning solutions by aligning relevant content, technology, and services and clearly outlining compelling and feasible implementation strategies + Onboard new clients effectively, ensuring a smooth transition from sales and a rapid time to first value + Provide engaging orientation to the FranklinCovey partnership including All Access Pass subscription and related elements + Provide training, tools, templates, and guidance to support client launch, learner engagement, and stakeholder enablement. + Enable enterprise-scale adoption and change strategies that drive sustained behavior change across large, distributed populations. **Strategic Value Realization & Partnership** + Build strong, executive-caliber relationships focused on driving results and demonstrating value + Serve as a strategic thought partner for clients, responding to requests and proactively sharing best practices and insights + Facilitate discovery and solutioning to design implementation strategies for new or additional learning programs, audiences, and use cases + Conduct regular value reviews to review performance metrics, communicate impact, gather feedback, and identify opportunities for greater utilization and expansion + Use client data (utilization, engagement, outcomes) to provide strategic recommendations and inform "next best step" investments in content, audiences, and services. + Co-create and execute multi-year account plans with Client Partners, identifying new populations, sequencing initiatives, and shaping services that expand client impact and influence account growth. **Cross-Functional Collaboration, Logistics & Client Advocacy** + Coordinate closely with internal teams (sales, services, delivery/logistics, product, marketing, and tech support) and advocate for client needs and timely issue resolution + Partner with delivery/logistics teams to ensure large-scale, multi-region delivery plans are feasible, consistent, and aligned with client expectations. + Contribute to client and team success by sharing insights, learnings, and best practices internally + Support internal task force work to develop new client and learner engagement tools, templates, and processes + Inform product development prioritization by representing the client perspective and emerging needs. + Occasional travel for client and internal meetings (typically fewer than 6 times per year) **Performance Metrics** You will be measured on both client outcomes and account performance, including: 1. Subscription revenue retention 2. Services delivery 3. Client health score 4. Defined success plan 5. License utilization 6. Pulse and engagement 7. Adherence to the client engagement process In addition, you will influence account revenue forecasting and pipeline by providing timely insights on renewal, expansion, and risk across your portfolio. **Basic Qualifications** + 7+ years of experience in training and talent development at the organization or division level + 3+ years in a client-facing consulting role with executive/senior leaders and/or multiple stakeholders/workstreams + 3+ years of account or project/program management experience **Preferred Skills & Experience** + Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels, virtually and in person + Proven ability to influence renewal and expansion opportunities by identifying, validating, and positioning subscription or service growth + Demonstrated success driving behavior change or learning adoption at enterprise scale (e.g., large, multi-region or multi-business-unit audiences). + Strong project and program management skills; able to manage multiple strategic and tactical initiatives simultaneously while maintaining attention to detail + Proficient with Zoom, Teams, PowerPoint, and Outlook; comfortable with continuous learning of new technology and functionality + Client-centric approach with a passion for delivering exceptional service, measurable impact, and long-term partnerships + Knowledge of FranklinCovey content and familiarity with adult learning methodologies + Experience facilitating training programs in a corporate setting + Experience working in a subscription or SaaS environment; Customer Success certification (e.g., CCSM) or related field is a plus + Experience using Salesforce or other CRM software and SharePoint + Organizational development or HR experience/credentials; coaching or consulting experience or certification; leadership experience (formal or significant cross-functional) + FranklinCovey client admin or facilitator experience; prior Sales or Customer Success Manager experience Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit ********************************** for details. *Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data. Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration. **Employer Information** For an overview of our Interview Process, please visit ************************************************************ FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit ************************************************************* for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.** Direct Reasonable Accommodation requests to accommodations@franklincovey.com. For our Privacy Policy, please visit ************************************** \#LI-Remote \#LI-CL1

The Client Support Specialist is responsible for supporting all branches, accounts receivable, and billing. Along, with establishing and maintain other vendors and MSP's. This individual will be responsible for 1.) Training branches, Onsites/Workforce Managers on internal systems and external systems ie. MSP systems. 2.) Collect, enter, and update all MSP accounts, time, expenses, or any other expenditure. 3.) Work with MSP accounts to collect overdue payments and maintain standings. 4.) Perform daily, weekly, and monthly audits on MSP accounts. This is a full-time (Monday - Friday) On-Site position that is located at our headquarters office in Columbus, Ohio. Surge is a national leader with over 50 years of experience providing quality staffing and innovative workforce solutions. We take priority in building personal, long-term partnerships with our clients, and ensuring that each placement is the right fit. We are unlike other staffing agencies in that we take the time to get to know your company and its goals. Our national network has connected more than 122,000 employees on an annual basis and growing. Primary Functions Training all Branches, Onsite/Workforce Managers on internal systems and duties, along with training all Branches on external systems (MSP Software) Attend weekly conference calls with vendors and MSP. Research missing/incorrect time in MSP software to dispute or resolve so that time can be entered. Enter missing/incorrect time in MSP software so that the account can be brought current. Contact and work with MSP to set up accounts correctly. Issue user name and passwords for MSP accounts to branches that will be using the new MSP. Handle incoming calls from office needing help with MSP, order entry, creating orders, general questions, or a sound board for the offices. Send weekly audits to the offices that have MSP accounts, Missing items that have not been uploaded in to the MSP accounts. Research Avionte for missing items that are needed for Audit, Missing Hours, and Missing items for Audit. Contact, Establish, and Send out request to office to attend Training calls with MSP. Work Directly with several customers, being the Point of Contact for any and all issues the customer may have. Set up follow up meetings with offices and the local customer for certain locations. Travel to offices or onsite locations to provide additional training. Assist with accounts receivable, sending invoices, doing collections calls. Research closed accounts, analyze markups, profit, make decisions on whether we should regain the business. Make phone calls to the researched closed accounts and set up appointments, as well as offer our services. Provide offices and updated documents about their MSP account, establish quick references on how to. Send out daily open orders to the offices that need filled. Backup Offices that you are working out of. Assist with processing associates, answering phones, and emails to customers. Qualifications Worked as a District Manager, Branch Manager, or Senior Staffing Specialist 3 years' experience working with internal systems. Ability to access areas where needed people, information or equipment are located. Ability to understand and accurately apply basic math skills. Proficiency with Microsoft Word, Excel, PowerPoint, Outlook and Internet. Ability to make competent use of work related equipment and materials. Ability to remember information (e.g., policies, procedures) or locate resources to find information as needed. Ability to travel to various locations (e.g., customer sites, other company offices) as needed. Ability to communicate effectively and tactfully with others. Equal Opportunity Employer Surge is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, national origin, veteran status, genetic information, or any other status protected by law. Surge is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Job Type: Full-time IND1

The Overnight Cleaner will be responsible for the overall cleanliness of all areas of the facility to ensure a positive and safe member experience. Position hours are 10pm through 6am, Monday through Friday weekly. This position is Full Time. Essential Duties and Responsibilities * Greet members, prospective members and guests by providing exceptional customer service * Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Club Manager as needed * Maintain the neatness and cleanliness of the club * Monitor for safety of persons and cleanliness in the club * Thoroughly clean and sanitize restrooms, locker room areas, fitness equipment and gym floor. * Stock locker rooms with proper supplies/paper products. * Report any broken or missing amenities or equipment (Toilets, faucets, showers, hair dryers, gym equipment etc.) to the Club Manager. * Follow "Lost and Found Policy" and turn in lost member property to the Club Manager/Assistant Club Manager immediately. Qualifications/Requirements * Cleaning background preferred * Customer Service background preferred * A passion for fitness and health * Upbeat and positive attitude! * Punctuality and reliability is a must * Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers * Strong listener with the ability to empathize and problem solve * Demonstrate diplomacy in all interactions while using appropriate behavior and language * High School diploma/GED equivalent preferred * Must be 18 years of age or older Physical Demands * Continual standing and walking during shift * Acknowledgement of members when maintaining the facility * Must be able to occasionally lift up to 50 lbs * Will dilute and clean with chemicals throughout shift * Clean and sanitize equipment, restrooms and surfaces throughout the club * Monitor club and assist members throughout entirety of shift Compensation: $13.50 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting. We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices. We have a part time opening at our Worthington Hills Office. Client Relationship Consultant 1 Basic Qualifications * High school diploma or equivalent * Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Basic knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 3 Basic Qualifications * High school diploma or equivalent * Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 4 Basic Qualifications * High school diploma or equivalent * Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Advanced knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred #BranchEast If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

AppFolio is more than a company. We're a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves. LiveEasy by AppFolio is changing the way homeowners and renters manage their move and their homes. We're a service-first software guiding renters and homeowners through their journey while building solutions for our partners, helping them stay engaged with their clients beyond the transaction. The Associate Product Support Specialist is a vital member of the LiveEasy team, responsible for delivering high-impact, verified solutions that simplify the moving and home-management journey for our residents. This is not a transactional support role; it is a position for a resourceful problem-solver who can synthesize data from multiple sources to provide reliable, high-quality outcomes. By embodying the AppFolian Way, you will ensure our customers receive professional, urgent, and accurate assistance that exceeds their expectations. Your impact Deliver Results: Provide thoroughly researched information that meets established organizational benchmarks for reliability and serviceability. Set the Pace: Demonstrate a commitment to radical urgency by managing time effectively to ensure a "Zero Wait" experience for every customer. Customer Obsession: Prioritize a "Listen First, Solve Second" approach to build trust and address the root cause of every inquiry with empathy and detail. Raise the Bar: Aim for a 100% completion rate on all inquiries, actively seeking solutions and information synthesis rather than identifying barriers. Paddle as One: Participate in team huddles, share knowledge openly, and collaborate with teammates to maintain a clear and accurate internal database. Qualifications Analytical Resourcefulness: Ability to process and synthesize complex service details from various sources to provide verified solutions. Communication Mastery: Professional tone and clarity both written and verbal communication. With the ability to adapt to different customer personas. Technical Mastery: Ability to quickly master internal tools and document cases with high accuracy and clear next steps. Problem Diagnosis: Skill in identifying friction points in the customer journey and following the appropriate path to resolve or escalate issues. Growth Mindset: Comfort with leading through uncertainty and embracing evolving workflows as the business scales. Operational Reliability: A consistent professional presence with a high level of accountability for following through on commitments. Must have 1-2 years of experience in a high volume call center or customer support environment. Ability to work within standard support operating hours with a commitment to consistent attendance and professional presence. Demonstrated ability to identify the root cause of an issue and follow the appropriate path to resolve or escalate. Location Find out more about our locations by visiting our site. Compensation & Benefits The base salary/hourly wage that we reasonably expect to pay for this role is: $19.05 per hour The actual base salary/hourly wage for this role will be determined by a variety of factors, including but not limited to: the candidate's skills, education, experience, etc. Please note that base pay is one important aspect of a compelling Total Rewards package. The base pay range indicated here does not include any additional benefits or bonuses/commissions that you may be eligible for based on your role and/or employment type. Regular full-time employees are eligible for benefits - see here. About AppFolio AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com. Why AppFolio Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves. Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills. Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities. Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed. Paddle as One. Learn more at appfolio.com/company/careers Statement of Equal Opportunity At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That's why we're a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you're always welcome at AppFolio.

CRSI is now hiring a Direct Support Manager in Champaign County. $20.00 /hour $1000 SIGN ON BONUS! Paid Training Up to $1500 Referral Bonus Medical, Dental and Vision Insurance Retirement Plan Paid Time Off Life insurance Employee Assistance Program - including counseling services for mental health, legal, and financial services as well as child and elder care resources and referrals, and so much more! This is a full-time position, responsible for providing leadership over the home serving adults with intellectual/developmental disabilities. This role provides assistance in planning and implementation of the services/outcomes for each individual, communicates progress, establishes and maintains professional relationships with all members of the team, and ensures the welfare and safety of each consumer at all times. The person filling this role will provide support and supervision to the Direct Support Professionals (DSPs) in the home and ensures quality services are delivered to the people we serve. Responsibility includes on-call responsibilities after normal business hours, including nights and weekends. Qualifications: Must have strong communication, writing, time management, and organizational skills. Must be able to use discretion and make independent decisions based on good judgment. Must possess good problem solving and conflict resolution skills. Must have a valid driver's license and vehicle insurance. Must possess acceptable employment and background screenings. Must be at least 21 years of age. If you are that special person looking to make a difference in the lives of individuals with challenges, please apply today!

Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. The Sr. Client Marketing Manager is responsible for the development and implementation of client-facing marketing and loyalty strategies for assigned portfolios that drive incremental and profitable results to achieve financial targets. This role combines data-driven insights, pre-existing marketing strategies, and client partner expertise to drive a holistic marketing calendar that delivers value for our cardmembers, brand partners, and our organization. Essential Job Functions * Develops and implements client-facing marketing and loyalty strategies for assigned portfolios to achieve financial targets. Ensures adherence to compliance standards and collaborates with teams on marketing campaign execution. Manages joint marketing funds and campaign reviews. Sources industry insights to drive brand strategy and demonstrates organizational agility. - (35%) * Analyze and track marketing campaign performance, and proactively analyze industry trends to identify adjustments for targets. Share results and insights cross-functionally to scale efforts. Guide annual volume forecasts for portfolios, track against budget, and advise on strategy changes to meet annual budget. - (25%) * Drives and nurtures strategic partnerships internally and externally to influence marketing strategy and execution, with roadblocks managed independently or elevated to Sr. Manager. Proactively use active listening and effectively influence strategy with Brands and internal partners. - (20%) * Proactively identifies and conceptualizes new growth opportunities for assigned portfolios by leveraging data insights, competitive research, and industry best practices. - (10%) * Responsible for the development, management and presentment to Leadership team of internal/client-facing materials such as annual marketing plans, marketing calendars, campaign performance, budget forecasts and other special marketing requests. - (10%) Minimum Qualifications * High School Diploma or GED * 12+ years experience in Marketing Strategy, Marketing Segmentation, Credit/Payments, Managing Test and Control, Analyzing Marketing Campaign Data, or related experience. Preferred Qualifications * Bachelor's Degree in Marketing, Finance, Project Management, Business Management, or related field. Skills * Brand Positioning * Relationship Management * Marketing Analytics * Client Management * Data Analysis * Data Interpretations * Business Storytelling * Portfolio Operations * Brand Marketing * Marketing Strategies * Test Marketing * Strategy Development Reports To: Senior Manager and above Direct Reports: 0 Work Environment * Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location. Physical and Mental Requirements To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship. * Communicate/Hearing * Communicate/Talking * Stationary Position/Seated * Typing/Writing * Maintain focus in high pressure or fast-paced work environment Other Duties This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time. Salary Range (unless otherwise noted below): $120,500.00 - $218,300.00 Full Salary Range for position: California: $138,600.00 - $272,900.00 Colorado: $120,500.00 - $229,200.00 New York: $132,500.00 - $272,900.00 Washington: $126,500.00 - $251,100.00 Maryland: $126,500.00 - $240,200.00 Washington DC: $138,600.00 - $251,100.00 Illinois: $120,500.00 - $240,200.00 New Jersey: $138,600.00 - $251,100.00 Vermont: $120,500.00 - $218,300.00 Ohio: $120,500.00 - $218,300.00 The actual base pay within this range may be dependent upon many factors, which may include, but are not limited to, work location, education, experience, and skills. Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. New associate elected coverage begins on date of hire (with the exception of disability coverage which has a 6-month waiting period). Six weeks of 100% paid parental leave for eligible parents is available after a 180-day waiting period. Hired associates can immediately enroll in Bread Financial's 401(k) plan. All associates receive 11 paid holidays. Associates have discretion in managing their time away from work through the Flexible Time Off (FTO) program and may need to notify and receive approval from their manager prior to taking the time off. Associates (except those located in Illinois) receive 80 hours of Paid Sick and Safe Time ("PSST") upon hire and at the beginning of each subsequent calendar year. Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year. Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO. Hired associates will be able to elect the purchase company stock during offering periods in June and December. You will be eligible for an annual incentive bonus based on individual and company performance. Click here for more Benefits information. About Bread Financial At Bread Financial, you'll have the opportunity to grow your career, give back to your community, and be part of our award-winning culture. We've been consistently recognized as a best place to work nationally and in many markets and we're proud to promote an environment where you feel appreciated, accepted, valued, and fulfilled-both personally and professionally. Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and non-traditional career progression. Bread Financial (NYSE: BFH) is a tech-forward financial services company that provides simple, personalized payment, lending and saving solutions to millions of U.S. consumers. Our payment solutions, including Bread Financial general purpose credit cards and savings products, empower our customers and their passions for a better life. Additionally, we deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, jewelry and specialty apparel through our private label and co-brand credit cards and pay-over-time products providing choice and value to our shared customers. Bread Financial proudly marks 30 years of success in 2026. To learn more about our global associates, our performance and our sustainability progress, visit breadfinancial.com or follow us on Instagram and LinkedIn. * Bread Financial offers competitive pay, a comprehensive selection of benefit options including 401(k). * The Company is an Equal Opportunity Employer. * Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company. * The Company participates in E-Verify. * The Company will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply. * The Company complies with the Americans with Disabilities Act (ADA), as amended, and all applicable state/local laws. The Company will provide accommodations to applicants needing accommodations to complete the application process. Applicants with disabilities may contact the Company to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the Recruiting Team at ************************. Job Family: Marketing Job Type: Regular

Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.

JobID: 210663299 JobSchedule: Full time JobShift: : Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the combined Commercial and Investment Bank Loan Portfolio. As a Credit Monitoring Analyst, you will be responsible for assessing compliance with credit agreement terms. In this role, you will interpret financial and other covenants included in credit agreements to determine whether borrowers are meeting the terms of the credit agreements or are in default. The credit agreements cover syndicated loans and bilateral agreements. Job Responsibilities * Complete set up of reporting requirements and financial covenants in a wide variety of new credit agreements and other executed documents in the bank system, including Syndicated Credit Agreements and other externally prepared agreements * Translate legal and structural terms into operational and monitoring requirements for ongoing compliance * Conduct periodic reviews and continuous monitoring of the borrower's financial covenants and collateral based on the credit agreement requirements * Interpret complex attorney/externally prepared credit agreements and other legal documents to determine which co-borrowers, guarantors, and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation * Review documentation and monitor ongoing compliance with financial covenants with bilateral agreements and syndicated loans from different lending institutions * Independently calculate cash flow, leverage ratios, and required covenant values in accordance with specific terms laid out in credit agreements * Perform detailed Borrowing Base calculations and reconciliations for Secured Lending cases * Validate collateral documentation such as AR aging, inventory listings, and ineligible summaries * Compare executed Credit Agreements to the corresponding Credit Approval and term sheets to verify alignment and report discrepancies * Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners * Partner with Risk, Credit, and Operations teams to resolve discrepancies or clarifications within loan documentation and operation Required Qualifications, Capabilities, and Skills * Bachelor's degree in business/accounting preferred * Three or more years of experience in Credit Monitoring, Credit Administration, Credit Review, or Loan Operations in Commercial, Business, or Investment Banking * Proven experience reviewing and interpreting Credit Agreements and Syndicated Loan Structures * Maintain strong knowledge of various facility types, including Revolvers, Term Loans, LCs, Bridge Loans, and Asset-Based structures * Working knowledge of various facilities structures including Asset Based Lending, Real Estate Banking and Security Valuation * Understanding of loan products, including documentation, for revolving lines of credit, term loans, borrowing bases, etc. * Strong understanding of facility structures and their downstream operational effects. * Excellent attention to detail, accuracy, and risk discipline * Strong verbal and written communication to effectively communicate with various stakeholders and across levels * Ability to work independently with minimum supervision including demonstration of good time management * High proficiency in using MS Office tools including MS Excel

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices.We have a part time opening at our Worthington Hills Office. Client Relationship Consultant 1 Basic Qualifications- High school diploma or equivalent- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience- Proven ability to build and foster relationships with clients through proactive outreach and follow up- Ability to effectively engage and communicate with clients- Basic knowledge of applicable bank and branch policies, procedures and support systems- Proven customer service and interpersonal skills- Experience with using and demonstrating digital products and self-service technologies- Ability to explore and identify a customer's true needs while leveraging a digital first mindset- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively- Experience in the financial services industry preferred Client Relationship Consultant 2Basic Qualifications- High school diploma or equivalent- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience- Proven ability to build and foster relationships with clients through proactive outreach and follow up- Ability to effectively engage and communicate with clients- Thorough knowledge of applicable bank and branch policies, procedures and support systems- Proven customer service and interpersonal skills- Experience with using and demonstrating digital products and self-service technologies- Ability to explore and identify a customer's true needs while leveraging a digital first mindset- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively- Experience in the financial services industry preferred Client Relationship Consultant 3Basic Qualifications- High school diploma or equivalent- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience- Proven ability to build and foster relationships with clients through proactive outreach and follow up- Ability to effectively engage and communicate with clients- Thorough knowledge of applicable bank and branch policies, procedures and support systems- Thorough knowledge of all retail products and services- Proven customer service and interpersonal skills- Experience in participating in sales campaigns/promotions- Experience with using and demonstrating digital products and self-service technologies- Ability to explore and identify a customer's true needs while leveraging a digital first mindset- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively- Experience in the financial services industry preferred Client Relationship Consultant 4Basic Qualifications- High school diploma or equivalent- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience- Proven ability to build and foster relationships with clients through proactive outreach and follow up- Ability to effectively engage and communicate with clients- Advanced knowledge of applicable bank and branch policies, procedures and support systems- Thorough knowledge of all retail products and services- Proven customer service and interpersonal skills- Experience in participating in sales campaigns/promotions- Experience with using and demonstrating digital products and self-service technologies- Ability to explore and identify a customer's true needs while leveraging a digital first mindset- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively- Experience in the financial services industry preferred #BranchEast If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

AppFolio is more than a company. We're a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves. LiveEasy by AppFolio is changing the way homeowners and renters manage their move and their homes. We're a service-first software guiding renters and homeowners through their journey while building solutions for our partners, helping them stay engaged with their clients beyond the transaction. The Associate Product Support Specialist is a vital member of the LiveEasy team, responsible for delivering high-impact, verified solutions that simplify the moving and home-management journey for our residents. This is not a transactional support role; it is a position for a resourceful problem-solver who can synthesize data from multiple sources to provide reliable, high-quality outcomes. By embodying the AppFolian Way, you will ensure our customers receive professional, urgent, and accurate assistance that exceeds their expectations. Your impact * Deliver Results: Provide thoroughly researched information that meets established organizational benchmarks for reliability and serviceability. * Set the Pace: Demonstrate a commitment to radical urgency by managing time effectively to ensure a "Zero Wait" experience for every customer. * Customer Obsession: Prioritize a "Listen First, Solve Second" approach to build trust and address the root cause of every inquiry with empathy and detail. * Raise the Bar: Aim for a 100% completion rate on all inquiries, actively seeking solutions and information synthesis rather than identifying barriers. * Paddle as One: Participate in team huddles, share knowledge openly, and collaborate with teammates to maintain a clear and accurate internal database. Qualifications * Analytical Resourcefulness: Ability to process and synthesize complex service details from various sources to provide verified solutions. * Communication Mastery: Professional tone and clarity both written and verbal communication. With the ability to adapt to different customer personas. * Technical Mastery: Ability to quickly master internal tools and document cases with high accuracy and clear next steps. * Problem Diagnosis: Skill in identifying friction points in the customer journey and following the appropriate path to resolve or escalate issues. * Growth Mindset: Comfort with leading through uncertainty and embracing evolving workflows as the business scales. * Operational Reliability: A consistent professional presence with a high level of accountability for following through on commitments. Must have * 1-2 years of experience in a high volume call center or customer support environment. * Ability to work within standard support operating hours with a commitment to consistent attendance and professional presence. * Demonstrated ability to identify the root cause of an issue and follow the appropriate path to resolve or escalate. Location Find out more about our locations by visiting our site. Compensation & Benefits The base salary/hourly wage that we reasonably expect to pay for this role is: $19.05 per hour The actual base salary/hourly wage for this role will be determined by a variety of factors, including but not limited to: the candidate's skills, education, experience, etc. Please note that base pay is one important aspect of a compelling Total Rewards package. The base pay range indicated here does not include any additional benefits or bonuses/commissions that you may be eligible for based on your role and/or employment type. Regular full-time employees are eligible for benefits - see here. About AppFolio AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com. Why AppFolio Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves. Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills. Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities. Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed. Paddle as One. Learn more at appfolio.com/company/careers Statement of Equal Opportunity At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That's why we're a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you're always welcome at AppFolio. By submitting this form, I acknowledge I have reviewed AppFolio's Privacy Policy.

JobID: 210684221 JobSchedule: Full time JobShift: Day : Are you ready to accelerate your career and join a dynamic, growth-focused team? As a Credit Support Analyst within JPMorgan Chase's Loan Setup & Funding (LSF) team, you'll be at the heart of commercial lending for Dealer Services clients, supporting auto dealerships nationwide. This is your opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact on our clients' success. Job Responsibilities: * Be a Key Connector: Build strong relationships with internal bankers, third-party financial institutions, and centralized business partners, serving as a trusted resource throughout the loan process. * Work with Complex Deals: Dive into a variety of commercial loan products-including Floorplan, Acquisition, Term Notes, Lines of Credit, Real Estate and Construction, and Letters of Credit-helping clients achieve their business goals. * Support Loan Closings: Assist with loan closing activities by partnering closely with our Credit Coordination team, who lead the closing process. Review loan documentation for accuracy and completeness, ensuring alignment with the loan proposal system and approved terms. * Safeguard Documentation Integrity: Independently review and validate loan documentation to identify and mitigate potential risks. Ensure all documentation adheres to credit approval standards and maintains the bank's required collateral position. * Own the Workflow: Manage incoming requests and maintain a clear view of upcoming closings and funding activities, keeping operations running smoothly and efficiently. * Move Money with Confidence: Initiate wire transfers to title companies and financial institutions, adhering to firm standards for secure and accurate money movement. * Champion the Client Experience: Escalate urgent requests and resolve issues quickly to deliver exceptional service and support. * Stay Ahead of Change: Continuously update your knowledge of systems and procedures, adapting to evolving deal setup and funding activities in a fast-paced environment. Required qualifications, capabilities, and skills : * Experience reviewing and interpreting floorplan and/or commercial loan documentation. * Familiarity with loan documentation, including Credit Agreements, Promissory Notes, and Disbursement Agreements. * Understanding of back-office operations such as client service, credit support, deal setup, and funding. * Knowledge of money movement processes, including wire and internal MITS processing. * Strong attention to detail, excellent communication skills, and proficiency with PC applications. * A track record of high-quality work with minimal errors. * Ability to communicate effectively with diverse stakeholders and work independently in a high-volume, fast-paced setting. Preferred qualifications, capabilities, and skills * Experience with commercial loan products, business loan sales, and underwriting processes. * A passion for continuous improvement and process optimization. * Digital literacy and a willingness to embrace new technologies. * Ability to create quantitative reports and support strategic planning with data-driven insights. * Project management skills to drive successful lending initiatives.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** **Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.** **Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.** **This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.** **This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.** **We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices.** **We have a part time opening at our Worthington Hills Office.** **Client Relationship Consultant 1** **Basic Qualifications** **- High school diploma or equivalent** **- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training** **Preferred Skills/Experience** **- Proven ability to build and foster relationships with clients through proactive outreach and follow up** **- Ability to effectively engage and communicate with clients** **- Basic knowledge of applicable bank and branch policies, procedures and support systems** **- Proven customer service and interpersonal skills** **- Experience with using and demonstrating digital products and self-service technologies** **- Ability to explore and identify a customer's true needs while leveraging a digital first mindset** **- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** **Client Relationship Consultant 2** **Basic Qualifications** **- High school diploma or equivalent** **- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training** **Preferred Skills/Experience** **- Proven ability to build and foster relationships with clients through proactive outreach and follow up** **- Ability to effectively engage and communicate with clients** **- Thorough knowledge of applicable bank and branch policies, procedures and support systems** **- Proven customer service and interpersonal skills** **- Experience with using and demonstrating digital products and self-service technologies** **- Ability to explore and identify a customer's true needs while leveraging a digital first mindset** **- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** **Client Relationship Consultant 3** **Basic Qualifications** **- High school diploma or equivalent** **- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training** **Preferred Skills/Experience** **- Proven ability to build and foster relationships with clients through proactive outreach and follow up** **- Ability to effectively engage and communicate with clients** **- Thorough knowledge of applicable bank and branch policies, procedures and support systems** **- Thorough knowledge of all retail products and services** **- Proven customer service and interpersonal skills** **- Experience in participating in sales campaigns/promotions** **- Experience with using and demonstrating digital products and self-service technologies** **- Ability to explore and identify a customer's true needs while leveraging a digital first mindset** **- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** **Client Relationship Consultant 4** **Basic Qualifications** **- High school diploma or equivalent** **- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training** **Preferred Skills/Experience** **- Proven ability to build and foster relationships with clients through proactive outreach and follow up** **- Ability to effectively engage and communicate with clients** **- Advanced knowledge of applicable bank and branch policies, procedures and support systems** **- Thorough knowledge of all retail products and services** **- Proven customer service and interpersonal skills** **- Experience in participating in sales campaigns/promotions** **- Experience with using and demonstrating digital products and self-service technologies** **- Ability to explore and identify a customer's true needs while leveraging a digital first mindset** **- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** \#BranchEast If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**