Relationship Manager jobs at Fulton Bank - 76 jobs

The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock Ownership Plan, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Identify new lending opportunities through a network of referral sources and Centers of Influence with regular calling efforts. The ESOP Relationship Manager is also responsible for being the subject matter expert by representing the bank at industry events and conferences to enhance the Northwest Banks reputation as a leading ESOP lender. Essential Functions Actively prospect and successfully bring new ESOP relationships to Northwest Participate in community and professional networking events across the nation Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms Build the Northwest ESOP brand in the market through public speaking and publications Work closely with commercial and middle market bankers to identify ESOP opportunities within the client base Develop and expand existing ESOP banking relationships through active relationship reviews Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis As required, collect on delinquent accounts Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management & the Loan Closers Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment or remote if out of bank footprint Travel as needed for client meetings, attend networking events, and foster relationships with referral sources Meet or exceed budgeted goals Education and Experience preferred Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing 6 - 8 years of account relationship management experience 6 - 8 years of experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I cashflow lending, loan servicing, credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing Knowledge and understanding of risk management Excellent verbal, written, and interpersonal communication skills Ability to multitask and effectively prioritize responsibilities #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Provident Bank is seeking seasoned Commercial Lenders to join our team in the Lehigh Valley markets! Come learn why we are the Premier Super Community Bank! How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. The position is considered the more experienced job in the job family. KEY RESPONSIBILITIES: Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness. Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment. Establishes and promotes customer and community relationships; cross sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control. Facilitates closing of the loan transactions with strict compliance with approved terms and conditions. MINIMUM QUALIFICATIONS: 5-10 years of related commercial lending experience within the financial industry Bachelor's degree in Accounting, Finance or Business Administration Comprehensive loan analysis experience. Comprehensive loan analysis experience. Comprehensive financial analysis experience. Comprehensive knowledge of underwriting techniques. Proven new business track record. Strong oral, written and communication and management skills. Proficient with software programs (Microsoft Word, Excel and Argus). WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $92,300 - $219,800 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education and Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Education + Experience * Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing * 5-6 years of account relationship management experience * 5-6 years of experience consistently delivering strong sales performance * Banking experience * Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. * Strong negotiating skills in terms loan structure and pricing. * Knowledge and understanding of risk management. * Excellent verbal, written, and interpersonal communication skills. * Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Education + Experience * Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing * 5-6 years of account relationship management experience * 5-6 years of experience consistently delivering strong sales performance * Banking experience * Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. * Strong negotiating skills in terms loan structure and pricing. * Knowledge and understanding of risk management. * Excellent verbal, written, and interpersonal communication skills. * Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under general direction, this CRE position is responsible for the origination, evaluation, and structuring of complex loan requests and transactions. Additional responsibilities include managing the activities and assisting in the development of assigned Relationship Managers, portfolio management and cross-selling other Bank products and increasing the Bank's visibility in the marketplace. KEY RESPONSIBILITIES: Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness Oversees the preparation of loan presentations including detailed financial analysis and assessment of borrower's financial capability and creditworthiness. Assesses lending risks, identify offsetting mitigates, makes recommendations on loan structure displaying sound credit judgment. Establishes and promotes customer and community relationships; cross sells other Bank's products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. Manages activities and contributes to the development of assigned Relationship Managers/Portfolio Managers. Participates in joint calling efforts and business development; assists in sound loan structuring and transaction analysis. Facilitates closing of the loan transactions with strict compliance with approved terms and conditions. Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control. Supervises Relationship Managers. Carries out supervisor responsibilities in accordance with the bank's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns. MINIMUM QUALIFICATIONS: Bachelor's degree 10 - 15 years work experience Comprehensive financial analysis experience. Comprehensive knowledge of underwriting techniques. Proven new business track record. Strong oral, written, communicative and management skills. Proficient with software programs (Microsoft Word, Excel and Argus). WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $162,300-$225,000 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment . * Complete special projects as assigned Education and Experience * Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred * 6 - 8 years account relationship management experience preferred * 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education and Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience. ESSENTIAL FUNCTIONS: Employees who are not fully licensed at the time of hire will participate in the Licensed Relationship Manager (LRM) Development program. During this time, the employee will temporarily act as a Personal Banker until successfully completing the program and passing all required licensing exams. The expectation of the Development program is completion of one year. Performance Metrics: Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and professional development opportunities Financial Needs Assessment: Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth. Analyze customer accounts, transactions, and behaviors to offer personalized recommendations Operational Soundness: Ensure compliance with all banking regulations, policies, and procedures. Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security. Proactively identify areas for improvement and implement strategies to enhance operational effectiveness Leadership Portraying the Northwest Bank Culture: Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones Customer Engagement: Initiate proactive conversations with customers to build rapport and understand their financial objectives. Utilize active listening skills to uncover opportunities to enhance their financial well-being Relationship Building: Build long-term relationships with customers by providing ongoing support and follow-up. Anticipate customer needs and proactively reach out to offer assistance and guidance Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Responsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed Complete other duties and special projects as requested by management KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma or equivalent preferred Work Experience: 1 year banking and/or retail experience preferred Sales experience preferred Customer Service experience preferred This is a continuous job posting. Applications received will be considered for any current and/or future Licensed Relationship Manager in Development vacancies. We will accept applications regardless of whether or not a current vacancy exists. By applying to this job posting, you will be considered for any Licensed Relationship Manager in Development vacancies Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Education + Experience * Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing * 5-6 years of account relationship management experience * 5-6 years of experience consistently delivering strong sales performance * Banking experience * Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. * Strong negotiating skills in terms loan structure and pricing. * Knowledge and understanding of risk management. * Excellent verbal, written, and interpersonal communication skills. * Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is an full-time, onsite career opportunity based out of our Corporate Headquarters in downtown Lancaster or our Fulton Bank office in downtown Lebanon. Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $5-25 million dollars. Coordinate loan, deposit and fee income products and services appropriate to the needs of the client. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals within risk tolerance constraints. Assumes responsibility for relatively complex activity and portfolio for commercial banking. Responsibilities Identify, source and develop prospective customers with lending, deposit and other financial service needs. Share the Fulton story and showcase the bank's products, services, and employees. Identify new loan, deposit and other financial service opportunities within existing client base during regular client meetings. Source opportunity, negotiate mutually agreeable terms, navigate the credit underwriting and approval process, document the loan and execute the closing. Remain close to customer and cooperatively counsel them to support business goals. Understand client's business model and cash flow. Serve as their primary contact for banking needs. Provide annual relationship reviews to understand client's needs and future plans in order to identify appropriate loan, deposit or other financial service opportunities. Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Build knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Cultivate relationships network of strategic partnerships across the region. Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices. Carries out a variety of business development activities to identify bank prospects. Maintain a stable network of prospective customers with consistent approach to calling. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Achieve and surpass established sales goals within risk tolerance constraints. Foster a collaborative team approach with Fulton Partners and Retail Relationship Managers to enhance client relationships. Exemplify the delivery of a superior customer experience. Participate in joint calling efforts for existing and prospective customers with Retail Relationship Managers, Fulton Partners and Senior Leadership. Keep sales platform consistently updated and uses the platform for client and opportunity coordination. Remain current on new tools that improve efficiency. Ensure credit review and risk rating practices are continuous, complete and accurate. Gather and review all required financial and related company, industry, management data to monitor ongoing credit worthiness and risk rating accuracy. Monitor management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements. Establish action plans for troubled credits and/or work with Special Assets Department to resolve problem loans in an efficient manner to protect the bank's investment. Complete timely resolution to loan documentation and technical exceptions. Stay compliant with all regulatory and bank risk compliance matters. Additional Responsibilities May require business knowledge of specialized industries (i.e. Agriculture, Commercial Real Estate, Government Services, Community Banking, etc.) Qualifications Education Bachelor's Degree or the equivalent experience. Specialty: business management, finance, accounting or similar. (Required) Experience 6 or more years Commercial Credit, Commercial banking, Consumer, or Small Business experience. (Required) 2 or more years managing a large complex portfolio of clients. (Required) Knowledge, Skills, and Abilities Knowledge of diverse types of businesses, industries, markets, financial and economic concepts. (Preferred) Proven results in establishing new business relationships and retaining/growing existing business relationships. (Required) Self-directed ability using sound judgment and to navigate ambiguity to get things done. (Required) Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments (Required) Understands credit and risk principles, mitigates, and banking policies/procedures. (Required) Excellent negotiation skills, demonstrated ability to influence others to achieve desired outcomes and leveraging technology to interact with clients effectively and efficiently. (Required) Excellent verbal and written communication skills. (Required) Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required) Ability to balance needs of clients with associated risks and interests of the company. (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The salary range for this position is $111,100.00 - $185,100.00 annually. Additional Compensation Components This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction * Attends client review meetings to assist with relationship deepening conversations * Executes on the team service model, including engaging with specialists/partners to address client's needs * Manages aspects of the client relationship process, including client onboarding and resolving escalations * Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy Required Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support * SAFE ACT Registration; ADV-2B Required * Obtain and/or maintain at least one firm approved designation * Possess and demonstrate strong communication skills * Ability to lead through collaboration and influence without direct authority * Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once * Thorough knowledge and understanding of the suite of Wealth Management products and services * Proven ability to manage risk and support sound decisions * Ability to research escalated client issues for response/resolution Skills: * Account Management * Business Acumen * Client Management * Client Solutions Advisory * Portfolio Management * Referral Identification * Referral Management * Relationship Building * Administrative Services * Client Investments Management * Customer Service Management * Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction Attends client review meetings to assist with relationship deepening conversations Executes on the team service model, including engaging with specialists/partners to address client's needs Manages aspects of the client relationship process, including client onboarding and resolving escalations Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Skills: Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40