Account Manager jobs at Floorplan Xpress - 544 jobs
Regional Manager
Floorplan Xpress 3.7
Account manager job at Floorplan Xpress
Since 1974, Floorplan Xpress has been a trusted financing partner to independent auto dealers across the nation. Our mission is to
empower independent auto dealers with the financing solutions they need to acquire the vehicles that drive their business forward.
We are proud to be a company built on the values of drive, excellence, integrity, results-oriented, and vision - and we are looking for a leader who embodies those values to join our team.
Your Opportunity: Regional Manager
We're seeking a high-energy, strategic Regional Manager in Norman, OK, to lead our team and dealer growth efforts. This role will be in-office 50% of the time and travelling the region 50% of the time. The Regional Manager will oversee a team and cultivate strong dealer relationships while driving growth, performance, and operational excellence.
Key Responsibilities
Team Leadership & Supervision
Provide strong leadership to AccountManagers, Vehicle Condition Inspectors and Operations Support Specialist within your region.
Train and develop a high-performing team committed to customer satisfaction and results.
Set clear goals and lead by example to inspire a culture of accountability, motivation, and excellence.
Conduct regular team meetings to align objectives, recognize achievements, and promote ongoing development.
Enforce company policies, manage performance, and handle disciplinary actions as needed.
Review regional reports to monitor team productivity and identify opportunities for improvement.
Dealer Relationship Management & Growth
Manage and optimize credit lines, helping dealers maximize their financing potential while mitigating risk.
Build strong, trust-based relationships with dealer partners through regular, in-person and virtual engagement.
Drive regional portfolio growth by identifying, acquiring, and onboarding high-potential dealers.
Resolve dealer concerns efficiently and professionally to maintain satisfaction and retention.
Educate dealers on best practices and performance behaviors that align with company expectations.
Strategic & Operational Excellence
Use data and regional performance metrics to set strategic goals and prioritize opportunities.
Collaborate with your team to execute region-wide plans that deliver measurable business results.
Partner cross-functionally with Risk, Recovery, and other departments to ensure consistent support and operational success.
Maintain deep market knowledge to stay ahead of trends and identify ways to strengthen our competitive advantage.
Represent Floorplan Xpress at industry events, auctions, and networking functions with professionalism and purpose.
What You Bring
High school diploma or equivalent, bachelor's degree is preferred
Experience in the automotive and/or finance industries
Proven success in a supervisory or regional leadership role
Excellent relationship-building, negotiation, and problem-solving skills
Financial literacy and comfort with credit tools and performance data
Self-motivated, results-driven approach to leadership and execution
Clean driving record and valid driver's license
Ability to travel up to 75%, including overnight travel
Our Core Values
At Floorplan Xpress, we lead with purpose and values that shape our success:
Drive - We bring energy, determination, and urgency to everything we do.
Excellence - We hold ourselves and each other to the highest standards.
Integrity - We act with honesty, transparency, and respect in every interaction.
Results-Oriented - We focus on outcomes that deliver real value for our dealers and our business.
Vision - We look ahead, innovate, and adapt to stay ahead in a changing market.
What We Offer
Competitive base salary with performance-based bonus
Health insurance, FX pays 95% of employee and 20% of dependent coverage
Dental and vision insurance
Paid life insurance
Short- and long-term disability
401(k) with company match and full vesting each pay period
Paid time off and holidays
Company cell phone
If you're ready to lead with integrity, drive results, and build something exceptional - join us. Apply here, Floorplan Xpress Jobs, and become part of the team that's driving independent automotive success forward.
Learn more at ***********************
Must be able to pass a background check and motor vehicle report. We also conduct pre-employment drug testing. Any job offer will be based on the results of background, MVR and drug testing.
$77k-125k yearly est. 30d ago
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Enterprise Account Executive (Food & Beverage) | Great Benefits!
Array 3.5
Raleigh, NC jobs
Enterprise Account Executive (Food & Beverage)
Pay: Up to $150,000 annual salary + Commission (Based on performance)
Experience: Previous sales experience in an electronic assembly manufacturing environment.
Type: Full-time
Schedule: Monday - Friday
Array Corporation is seeking an Enterprise Account Executive (Food & Beverage) to join a growing and dynamic team!
Array Corporation is a human productivity platform. We unlock Human Productivity in the essential economy to deliver transformative outcomes for talent and industry.
Job Description:
Identify and research potential clients.
Conduct prospecting activities, including cold calling, targeted email campaigns, and meeting with prospective clients in person.
Secure new business with prospects and grow existing business.
Develop and maintain client relationships.
Negotiate contract terms with clients.
Keep client information and sales leads up to date in Salesforce.
Own the relationship with the client: drive the entire sales cycle, manage client questions and/or escalations, and pursue opportunities to expand our partnership and services.
Position Requirements:
Effective communication skills with people at all levels of an organization, especially C-levels.
The ability to build relationships, communicate effectively, and accomplish many detail-oriented tasks simultaneously is required.
Ability to take “on the spot” feedback from Managers and Peers as a learning experience.
Strong interpersonal communications, both verbal and written.
Excellent follow-through skills and time management.
Able to work independently and in a team environment.
Possess excellent phone sales skills with a strong sense of urgency.
Multi-tasking, organization, and prioritization skills are essential.
Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$150k yearly 1d ago
P1 Finance - Sales Executive
Truliant Federal Credit Union 4.6
Winston-Salem, NC jobs
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
This Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company.
Essential Functions and Responsibilities
Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents.
Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities.
Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries.
Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly.
Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients.
Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives.
Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge.
Provides timely and accurate sales reports, forecasts, and updates to management.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities (includes standard language that can be modified as needed)
Must have excellent communication skills in English, both verbal and written
Must have basic knowledge of Microsoft Office
Must have ability to understand all business processes within the credit union
Must be resourceful and well organized, with strong attention to detail
Must have good reasoning abilities and sound judgment
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Strong understanding of premium finance products, services, and the insurance industry.
Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
Must be highly motivated self-starter with a results-driven mindset and the ability to work independently.
Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure.
Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines.
Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities.
Should become knowledgeable of P1 Finance's best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant's members.
Physical Requirements (includes standard language; add travel requirements if needed)
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Willing to travel as required for client meetings and industry events
Education and Background
Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field required
A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred
Location
This is a work from home position but candidate must have the ability to make in person visits to agencies on a frequent basis.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
Job ID 2025-14153
The Mortgage Wholesale/Correspondent Account Executive will develop relationships with Mortgage Brokers and Bankers, which involves training and educating the brokers and bankers in Renasant wholesale mortgage products.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Identify qualified mortgage brokers, banks, credit unions, and other mortgage professionals and establish contractual relationships with those professionals to provide a flow of real estate mortgage loans to the wholesale division of Renasant Bank
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA and other general mortgage banking lending procedures and requirements
Ability to deal cordially with the public
Ability to organize time effectively
Ability to comprehend and learn in a short period of time
Extensive problem solving ability in a quick and accurate manner
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$54k-74k yearly est. 3d ago
Account Executive - RBC
Renasant Bank 4.3
Chicago, IL jobs
Job ID 2025-14514
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The Account Executive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Benefits
Renasant offers the following benefits for this position: Medical, Dental, Vision, Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account, Group Life Insurance/AD&D/LTD, Voluntary Life Insurance (Term and Whole), Supplemental Disability Plans, 401(K) Plan, Employee Assistance Program, Tobacco Cessation Program, Family Medical Leave, Paid Leave Accruals, Holiday Pay, Employee Savings Plan, and Employee Checking.
The base annual salary for this position ranges from $90,000-$125,000. Pay is based on several factors including but not limited to, market location and may vary depending on job related knowledge, skills, education/training, and a candidate's work experience.
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$90k-125k yearly 3d ago
Area Sales Manager - Mortgage Origination
First National Bank of Pennsylvania 4.5
Greensboro, NC jobs
Primary Office Location:400 Bellemeade St.. Greensboro, North Carolina. 27401.Join our team. Make a difference - for us and for your future.
Area Mortgage Banking Manager Business Unit: Mortgage Administration Reports To: Regional Mortgage Banking Manager
Position Overview:
This position is primarily responsible for residential mortgage sales activities on a market level including recruiting, coaching and supporting Mortgage Loan Originators and meeting or exceeding personal mortgage production goals. The incumbent is responsible for sales management duties including accountability for mortgage production goals and other key department objectives (cross-sell initiatives, customer satisfaction results, file quality) and is also responsible for the management and facilitation of key Bank partnerships in their respective markets.
Primary Responsibilities:
Recruits, trains and coaches a small team of Mortgage Loan Originators to drive external and internal mortgage production and meet or exceed established goals.
Originates loans from internal and external referral sources.
Develops relationships with Centers of Influence (COI) to drive personal production and support production for the team through sales activities and joint sales call efforts.
Executes key strategies to achieve production goals, support partnership initiatives and manages key sales activities that drive mortgage volume and production.
Supports and assists Mortgage Loan Originators with structuring loans, delivering quality files, adhering to industry and corporate guidelines and facilitating solid internal partnerships with the Operations team. Assists in managing the mortgage pipeline to help facilitate and support a great customer experience.
Participates in various sales and operational meetings as needed in their specific market and presents updates, market information, partnership success and other key information related to the mortgage channel.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
High School or GED
Minimum Years Experience:
5
Special Skills:
Detail-oriented
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred. Experience with mortgage originations and mortgage sales management.
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$59k-68k yearly est. 3d ago
Venue Account Executive
Donnelley Financial, LLC 4.8
Charlotte, NC jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized by
Newsweek
as one of
AMERICA'S MOST LOVED WORKPLACES
for three consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Account Executive will grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role you will develop and execute strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close.
Responsibilities:
Grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
Bachelor's degree or equivalent experience required3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$68k-105k yearly est. 3d ago
Sales Manager - Third Party Originations (TPO)
First Tech Federal Credit Union 4.5
Hillsboro, OR jobs
We're looking for a Sales Manager Third Party Originations (TPO) to lead a team of AccountManagers and drive success in our wholesale mortgage channel.In this role, you'll oversee daily sales operations, coach and develop your team, and ensure efficient loan pipeline management. You'll partner with leadership to set goals, monitor performance, and promote a culture of collaboration and continuous improvement.Here's what you can expect from the job and what you need to be successful:Job Duties:
Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
Oversee the day-to-day activities of the AccountManagers (AM), ensuring consistent execution of sales processes, partner service standards, and pipeline management
Monitor loan pipelines and assist AMs with loan-level scenarios, structuring, and submissions, ensuring files move efficiently through the process
Partner with the VP Mortgage TPO to set sales goals and continually assess the performance of the sales team, making the necessary adjustments to drive sales and meet organizational goals
Coordinate and lead regular sales huddles, one-on-one meetings, and performance reviews to keep the team aligned and motivated
Provide feedback from the field to leadership on competitive intelligence, pricing, and process improvement opportunities
Ensure adherence to compliance, risk, and regulatory standards in all sales activities, escalating issues as needed
Foster a culture of collaboration, accountability, and continuous improvement within the sales team
Essential Skills:
Minimum 5 years' experience in mortgage sales, including sales processes, operations, data analytics, and/or quantitative marketing
Experience leading and coaching employees to increase production and overall performance is preferred
Ability to identify and break down complex business problems and develop recommendations
Ability to foster strong relationships with internal and external stakeholders
Ability to successfully influence at all levels of the organization
Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership
Strong knowledge of banking regulations including Reg Z, Reg B, and RESPA
Strong knowledge of mortgage options such as Fannie Mae, Freddie Mac, and/or FHA
Working knowledge of Microsoft Office Suite and loan operations software (Encompass preferred)
Certification/License: NMLS registration
Minimum Education: High School Diploma; Bachelor's degree preferred
Location: Full Time Remote, but employee MUST reside in one of the following states:
Alaska| Arizona | California | Colorado | Florida |Georgia | Idaho | Massachusetts | Minnesota |North Carolina |Nevada | Oregon | Pennsylvania | Texas | Utah | WashingtonTarget Compensation Range: $100,000 to $115,000 + monthly variable incentive position Target Compensation Range (CA only): $110,000 to $126,500 + monthly variable incentive position Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FT123 #LI-MG1
$35k-41k yearly est. 3d ago
Sales Executive - INSA
First National Bank of Pennsylvania 4.5
Raleigh, NC jobs
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$52k-61k yearly est. 3d ago
Sales Manager of Small Business Banking
First National Bank of Pennsylvania 4.5
Raleigh, NC jobs
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
n
Senior Sales Manager of Small Business Banking Business Unit: Small Business Banking
Reports To: EVP of Small Business Banking
Position Overview:
This position is primarily responsible for establishing banking relationships with small business banking customers in and around the Bank and managing a business development team. The incumbent supervises and cultivates the business development team to maintain and grow the small business balance sheet and develop and enhance customer relationships.
Primary Responsibilities:
Manages assigned Business Development Officers. Serves as a sales coach utilizing consultative conversation, needs assessment forms and role playing. Participates on joint calls with Business Development Officers and other lines of business partners.
Dispenses advice and monitoring in setting goals and objectives, monitors and recommends adjustments in direction as needed and evaluates the performance of direct reports.
Helps develop, maintain and grow the assigned team's client base. Attracts own client base through centers of influence and community involvement.
Coordinates and implements a customer service and relationship building program that trains Business Development Officers to develop a complete financial relationship with the customer.
Promotes the Trifecta (business, personal, employer deposits), establishes partnerships for mentoring Business Development Officers and Branch Managers with Regional Banking Executives and Market Managers.
Has experience as a differentiator within the corporation or another institution in terms of market knowledge, production, experience and leadership.
Sustains relevant relationships with the business and professional community to enhance business opportunities and promote a positive Bank image.
Conducts and participates in meetings or on committees as needed.
Ensures team and personal credit quality.
Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and Commercial Lending.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in banking industry and in a sales leadership role.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$28k-34k yearly est. 3d ago
Client Relationship Manager
Ascensus 4.3
Fayetteville, NC jobs
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Consistently demonstrate a superior level of proactive client focus and team work.
* Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
* Develop strong working relationships with daily client contacts.
* Provide ownership for the resolution of issues escalated by clients and financial professionals.
* Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
* Review existing book of business to identify plan retention and create strategy for non-elite advisors.
* Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
* Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
* Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
* Lead and/or participate in projects that create additional value for existing relationships.
* Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in business or related fields, or equivalent work experience
* Minimum of 7 years' experience in retirement services industry or related field is preferred
* Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
* Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
* Excellent analytical and problem solving skills
* Ability to work with a high level of independence
* Must be detail oriented and be able to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Demonstrated project management skills
* Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$96k-135k yearly est. 47d ago
Client Relationship Manager
Ascensus 4.3
Charlotte, NC jobs
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Consistently demonstrate a superior level of proactive client focus and team work.
* Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
* Develop strong working relationships with daily client contacts.
* Provide ownership for the resolution of issues escalated by clients and financial professionals.
* Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
* Review existing book of business to identify plan retention and create strategy for non-elite advisors.
* Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
* Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
* Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
* Lead and/or participate in projects that create additional value for existing relationships.
* Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in business or related fields, or equivalent work experience
* Minimum of 7 years' experience in retirement services industry or related field is preferred
* Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
* Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
* Excellent analytical and problem solving skills
* Ability to work with a high level of independence
* Must be detail oriented and be able to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Demonstrated project management skills
* Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$93k-133k yearly est. 22d ago
Client Relationship Manager
Ascensus 4.3
Charlotte, NC jobs
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Consistently demonstrate a superior level of proactive client focus and team work.
Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
Develop strong working relationships with daily client contacts.
Provide ownership for the resolution of issues escalated by clients and financial professionals.
Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
Review existing book of business to identify plan retention and create strategy for non-elite advisors.
Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
Lead and/or participate in projects that create additional value for existing relationships.
Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree in business or related fields, or equivalent work experience
Minimum of 7 years' experience in retirement services industry or related field is preferred
Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
Excellent analytical and problem solving skills
Ability to work with a high level of independence
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Demonstrated project management skills
Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$93k-133k yearly est. Auto-Apply 21d ago
Client Service Account Manager - Vice President
Jpmorgan Chase 4.8
Chicago, IL jobs
Join a team where you will have direct responsibility for managing a portfolio of large, global and technically complex clients within Global Corporate Banking. As a Vice President in Client Service, you will support a portfolio of Global Corporate Banking clients in effectively utilizing payment products and services. In this role, you will resolve client requests, enhance operations, and identify product/service gaps and development opportunities. Leveraging your expertise in treasury and cash management products, you will recommend growth and efficiency solutions while ensuring quality service. Your ability to collaborate with internal stakeholders, drive continuous improvement, and utilize project management and data literacy will be essential in delivering exceptional client service and supporting the firm's strategic objectives.
**Job responsibilities:**
+ Act as a key advisor and proactive partner to clients, providing consultation on decision-making and reaching out to assess progress and potential service impacts to ensure world-class service.
+ Serve as the central point of resolution and escalation for client service issues, liaising with internal bank partners to manage and resolve effectively.
+ Analyze complex data and situations to identify trends, opportunities, and product/service gaps, leveraging Treasury Services product capabilities to develop innovative solutions.
+ Establish and maintain productive relationships with internal stakeholders, utilizing influence and communication skills to drive mutually beneficial outcomes.
+ Support the development and implementation of strategic operational plans, ensuring compliance with risk policies and educating clients on legal and regulatory changes.
+ Participate in the end-to-end change management process, including strategic communications and impact mitigation, to ensure successful implementations.
**Required qualifications, capabilities and skills** :
+ Minimum of 7 years of relevant industry and/or client service experience.
+ Advanced understanding of Domestic and International Treasury Services; inclusive of knowledge of financial exposure/operational risk related to TS transactions.
+ Technical knowledge/comprehension to recommend value-added solutions for clients and partners.
+ Knowledge of modern/high volume payment APIs, File based transmissions, SWIFT and Host to Host.
+ Strong project management skills, including the ability to plan, execute, and oversee multiple implementation projects from end-to-end.
+ Excellent communication, collaboration, presentation, negotiation and consultative skills.
+ Manages time effectively in a fast paced environment, demonstrating ability to balance competing priorities and deliver on commitments.
+ Works independently with limited supervision.
+ Ability to resolve complex issues, engage appropriate business and external partners and influence at all levels.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $95,500.00 - $153,000.00 / year
$95.5k-153k yearly 36d ago
U.S. Private Bank - National Client Banker Relationship Manager
Jpmorgan Chase 4.8
Chicago, IL jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Job Responsibilities**
+ Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate client referrals and acquire new assets from existing client base
+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
+ Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required Qualifications, Capabilities, Skills**
+ Three plus years of work experience in Private Banking or Financial Services
+ Bachelor's Degree required
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $90,000.00 - $130,000.00 / year
$90k-130k yearly 57d ago
U.S. Private Bank - National Client Banker Relationship Manager
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210688153 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $90,000.00-$130,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
$90k-130k yearly Auto-Apply 58d ago
Client Service Account Manager
Jpmorgan Chase 4.8
Chicago, IL jobs
Step into the role of a Client Service AccountManager where you will have direct responsibility for managing a portfolio of large corporate or financial institution clients by helping them to effectively utilize our Payment Products and Services. With significant opportunities for career growth, join our diverse and innovative organization to make a meaningful impact in the ever-evolving world of Global Corporate Banking.
As a Client Service Account Associate within our Payments team, you'll build strong relationships with high-level executives, deliver tailored solutions and uphold the esteemed standards of JPMorgan.
Our focus is client satisfaction and relies on your ability to achieve resolution on their requests, while managing portfolio's with complex treasury and cash management products. We support the client's business operations, identify service gaps, and leverage product expertise to recommend growth and improved efficiency.
**Job responsibilities:**
+ Act as key advisor to the client, providing advice and consultation on decision making
+ Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
+ Identify and address product/service gaps by leveraging the full array of Treasury Services product capabilities
+ Use product knowledge to recommend and participate in product enhancements and service delivery plans
+ Convey multifaceted ideas and client issues with confidence
+ Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / cyber changes
**Required qualifications, capabilities and skills:**
+ Minimum 3 years of relevant industry and/or functional experience
+ Understanding of core Treasury Services product sets
+ Utilize complex problem-solving skills while navigating all areas of our organization
+ Ability to present oral and written communication in an organized, clear and confident manner
+ Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
+ Ability to partner with internal colleagues and external clients
+ Applies sound judgment during the decision making process; evaluates risk factors
+ Ability to be flexible with working hours and utilize virtual connectivity tools when business needs arise
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $64,600.00 - $87,500.00
$64.6k-87.5k yearly 10d ago
Client Service Account Manager
Jpmorganchase 4.8
Chicago, IL jobs
Step into the role of a Client Service AccountManager where you will have direct responsibility for managing a portfolio of large corporate or financial institution clients by helping them to effectively utilize our Payment Products and Services. With significant opportunities for career growth, join our diverse and innovative organization to make a meaningful impact in the ever-evolving world of Global Corporate Banking.
As a Client Service Account Associate within our Payments team, you'll build strong relationships with high-level executives, deliver tailored solutions and uphold the esteemed standards of JPMorgan.
Our focus is client satisfaction and relies on your ability to achieve resolution on their requests, while managing portfolio's with complex treasury and cash management products. We support the client's business operations, identify service gaps, and leverage product expertise to recommend growth and improved efficiency.
Job responsibilities:
Act as key advisor to the client, providing advice and consultation on decision making
Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
Identify and address product/service gaps by leveraging the full array of Treasury Services product capabilities
Use product knowledge to recommend and participate in product enhancements and service delivery plans
Convey multifaceted ideas and client issues with confidence
Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / cyber changes
Required qualifications, capabilities and skills:
Minimum 3 years of relevant industry and/or functional experience
Understanding of core Treasury Services product sets
Utilize complex problem-solving skills while navigating all areas of our organization
Ability to present oral and written communication in an organized, clear and confident manner
Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
Ability to partner with internal colleagues and external clients
Applies sound judgment during the decision making process; evaluates risk factors
Ability to be flexible with working hours and utilize virtual connectivity tools when business needs arise
$59k-78k yearly est. Auto-Apply 12d ago
Client Service Account Manager - Vice President
Jpmorganchase 4.8
Chicago, IL jobs
Join a team where you will have direct responsibility for managing a portfolio of large, global and technically complex clients within Global Corporate Banking.
As a Vice President in Client Service, you will support a portfolio of Global Corporate Banking clients in effectively utilizing payment products and services. In this role, you will resolve client requests, enhance operations, and identify product/service gaps and development opportunities. Leveraging your expertise in treasury and cash management products, you will recommend growth and efficiency solutions while ensuring quality service. Your ability to collaborate with internal stakeholders, drive continuous improvement, and utilize project management and data literacy will be essential in delivering exceptional client service and supporting the firm's strategic objectives.
Job responsibilities:
Act as a key advisor and proactive partner to clients, providing consultation on decision-making and reaching out to assess progress and potential service impacts to ensure world-class service.
Serve as the central point of resolution and escalation for client service issues, liaising with internal bank partners to manage and resolve effectively.
Analyze complex data and situations to identify trends, opportunities, and product/service gaps, leveraging Treasury Services product capabilities to develop innovative solutions.
Establish and maintain productive relationships with internal stakeholders, utilizing influence and communication skills to drive mutually beneficial outcomes.
Support the development and implementation of strategic operational plans, ensuring compliance with risk policies and educating clients on legal and regulatory changes.
Participate in the end-to-end change management process, including strategic communications and impact mitigation, to ensure successful implementations.
Required qualifications, capabilities and skills:
Minimum of 7 years of relevant industry and/or client service experience.
Advanced understanding of Domestic and International Treasury Services; inclusive of knowledge of financial exposure/operational risk related to TS transactions.
Technical knowledge/comprehension to recommend value-added solutions for clients and partners.
Knowledge of modern/high volume payment APIs, File based transmissions, SWIFT and Host to Host.
Strong project management skills, including the ability to plan, execute, and oversee multiple implementation projects from end-to-end.
Excellent communication, collaboration, presentation, negotiation and consultative skills.
Manages time effectively in a fast paced environment, demonstrating ability to balance competing priorities and deliver on commitments.
Works independently with limited supervision.
Ability to resolve complex issues, engage appropriate business and external partners and influence at all levels.
$59k-78k yearly est. Auto-Apply 39d ago
Client Success Executive
Harris & Harris Ltd. 4.3
Chicago, IL jobs
Job Description
Harris & Harris has over 50 years of experience in customer care and revenue recovery, specializing in the utilities, government, and healthcare markets. We're looking for friendly, professional, and motivated Client Success Executive to join our Client Success team. If you're looking for a company that embraces the principles of respect, compassion and trust, please apply with us today!
Client Success Executive
The Client Success Executive manages assigned clients of the organization to ensure contractual compliance and overall satisfaction regarding business performance and other deliverables.
Schedule: Regular business hours are 8:00am to 5:00pm Monday through Friday
Salary: $100,000.00, negotiable dependent on experience. Eligible for Quarterly Bonus Plan.
Location: Remote. Must be able to travel 40% of the time.
Additional Compensation and Benefits:
At Harris & Harris, we truly care about each employee's health, wellness, financial stability, and education. We are proud to offer each employee the following benefits:
Medical, Dental, and Vision insurances from premium providers
401K with matching
Company paid Accident and Disability Insurance, Long Term Disability Insurance, EAP, and Travel Assistance
Tuition Reimbursement
Paid Time Off, Wellness, and Sick Days
Additional benefits such as identity theft protection, flexible spending accounts, pre-tax commuter benefits, and more.
DAY TO DAY
Manages mid - high level assigned clients of the organization to ensure contractual compliance and overall satisfaction
Customizes the conversation by articulating clear thoughts to clients and internal team members to ensure understanding
Demonstrates the ability to listen to clients to ensure that their needs are met and their expectations are exceeded
Provides timely and accurate communication to the client regarding business performance and other deliverables as defined by the client
Demonstrates professionalism with clients to ensure that the Harris & Harris reputation for high level client service is upheld
Trouble shoots issues and research problems as they arise
Ensures high priority work is completed within the assigned time frames
Increases communication and visibility with current clients in organization
Joins forces with others in the organization to build effective internal working relationships to ultimately service the client at a higher level
Collaborates with Operations to enhance revenue with current clients
Promotes process improvements with clients and operations
Creates a solid and consistent stream of communication between Operations and current clients
WHAT YOU MUST POSSESS
4 - 7 years of experience collaborating with external clients
4 - 7 years of experience in meeting face to face with external clients
Bachelor's Degree or higher level of education or equivalent experience
Excellent presentation skills
Excellent organization skills
Excellent communication skills (written and verbal)
Excellent analytical skills
Proficient working knowledge of Microsoft Office
Experience in financial services or collections preferred
Established home office and experience working from home preferred
Ability to travel 40% of the year
WHY HARRIS & HARRIS?
Harris & Harris is a premier, full-service revenue recovery firm headquartered and founded in Chicago, IL. Founded in 1968, we have been in business for more than 50 years, and we specialize in the utilities, government, and healthcare markets.
The family business Sam Harris started is now a firm of more than 500 hundred employees including collections professionals and customer care representatives who employ the latest technology and best ethical practices to help businesses recover revenue and provide world class customer service.
We take pride in knowing what it takes to turn a call from "average" to "excellent." We have been delighting clients and customers for decades thanks to our outstanding employees. They make the difference every day, shift, and call and transform challenges into victories.
At Harris & Harris, we're proud to be an organization where everyone is welcome and can be their authentic selves at work. We're passionate about celebrating the differences that make each of us unique. Our culture focuses on our employees and we look for opportunities to recognize and celebrate together. We are an organization that cares about our people. From monthly activities, bonuses and contests, to competitive wages and benefits, we foster an environment where we employees feel valued.
We also are an organization that believes in the power of giving back. Our internal cross functional committee, Harris Cares, guides our philanthropic activities. We have partnered with organizations such as One Warm Coat, Greater Chicago Food Depository, American Cancer Society, Bright Pink, The Heat and Warmth Fund (THAW), and Operation Stars and Stripes. Most recently we have partnered with local schools and charitable organizations to give back to our communities including the American Heart Association, Habitat for Humanity, A Just Harvest, and R. Nathaniel Dett Elementary School.
At Harris & Harris, everyone is important, and one person can make a difference for their colleagues, for our clients, and for our company. We look forward to hearing from you!
Harris & Harris is an equal opportunity employer. Applicants will not be discriminated against based on race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.