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Account Executive jobs at Prudential Bank

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  • Account Manager, National Accounts

    Prudential 4.7company rating

    Account executive job at Prudential Bank

    Job Classification: Investment Management - Investments Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life and disability insurance products for many top Fortune 500 companies. Prudential's Group Insurance (GI) Distribution organization delivers benefit services and solutions needed to fulfill our purpose of making lives better by solving the financial challenges of our changing world. The group is comprised of early talent, experienced, and executive teams with a keen focus on customer and marketplace centricity. Prudential's Group Insurance (GI) National Account Organization (NAO) Account Management team is seeking a National Account Manager who will be responsible for establishing and maintaining cooperative relationships with customers, brokers, consultants, and internal business partners-resulting in increased sales revenue, customer persistency, and customer satisfaction with existing Group Life & Disability National Account cases. This position also entails working closely with our Account Executives in executing customer-specific business plans that are linked to Group Insurance goals and objectives. Some travel is required. Daily activities include but are not limited to: * Business Development * Coordinating Marketing, Sales, and Support service for assigned accounts * Possessing an understanding of your assigned customers' requirements and initiating actions that maintain high levels of customer satisfaction * Proactively partnering with internal contacts to facilitate timely resolution of issues or problems presented by customers and/or brokers * Presenting products, services, and plan design information to meet customer needs * Addressing customer questions and concerns regarding any aspect of our product offering Talent Management * Providing guidance to junior staff Qualifications: * 2-3 years' experience in Group Insurance and benefits * Customer management experience (preferred) * Experience in Group Insurance underwriting or financials (a plus) * Strong customer service focus • A detail-orientated individual with strong analytic, organization and time management skills * Excellent communication skills * A solid knowledge of Prudential's Group Insurance product and services #LI-IN What we offer you: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $107,300.00 to $166,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $107.3k-166.4k yearly Auto-Apply 10d ago
  • Technology Account Executive | Uncapped Commission!

    Array 3.5company rating

    South Gate, CA jobs

    Technology Account Executive Pay: $69,000 to $80,000/year plus uncapped commission Experience: Previous experience in a technology "hunting" sales position, including prospecting for new business required; previous experience working in a service industry OR staffing industry is a plus! Type: Full-time; Direct Hire Schedule: Monday - Friday Conde Group is seeking a Technology Account Executive to join a growing and dynamic team! Job Description: Conduct a high volume of selling company services Strategically allocate your time to activities that will best accomplish set goals Conduct effective discovery meetings with clients that uncover pain points Formally present/pitch/propose services as solutions to established problems Maintain accurate data and notes in a CRM or other similar database Negotiate contracts to maximize long-term and immediate value Forecast closed deals (sales, recruiting, etc.) Educate users, clients, and prospects about services, providing relevant and accurate information Position Requirements: Effective communication skills with people at all levels of an organization Documented success selling to technology leaders Ability to build relationships and accomplish many detail-oriented tasks simultaneously Conduct sound business decisions analytically in a fast-paced environment 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 Ability to take feedback from managers and peers as a learning experience Conde Group is part of Array Corporation, 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. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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.
    $69k-80k yearly 5d ago
  • Head of Global Employment Law

    Transunion 4.2company rating

    Chicago, IL jobs

    A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr
    $70k-163k yearly est. 4d ago
  • Outside Sales Representative - Hardscape & Masonry Products

    Connecticut Innovations 3.9company rating

    Boston, MA jobs

    Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Ultra-low Carbon Concrete & Carbon Reduction Solutions | CarbonBuilt! About CarbonBuilt CarbonBuilt is building deeply decarbonized concrete manufacturing of the future. Through our proprietary low-carbon concrete technology, focus on data analytics and robotics, and active acquisition of concrete masonry plants, we are scaling solutions that dramatically reduce embodied carbon while also reducing costs. Rooted in science, CarbonBuilt was established after years of Department of Energy-backed research at UCLA's Institute for Carbon Management. CarbonBuilt showcased its technology during the five-year long COSIA NRG Carbon XPRIZE competition, in which it was awarded the Grand Prize in 2021. CarbonBuilt has raised capital from leading Investors and Venture Capital firms. Our Vision - a world in which global economic prosperity is no longer a threat to the climate. Our Mission - to enable concrete manufacturing to drive large-scale emissions reductions through the cost-effective use of industrial byproducts and CO₂. CarbonBuilt's Reversa Binder, a patented, low-carbon alternative to cement, creates concrete with a 70-100% lower carbon footprint, reducing costs by 10-30% while meeting performance standards. Our product has been commercially available since 2023 and can be rapidly adopted by the nearly 800 concrete plants in the U.S. alone. Location: Boston, Northern RI, South of Boston area (Headquarters is in Danielson, Connecticut) Key Responsibilities Develop and grow sales within a designated territory by actively prospecting, securing, and managing key accounts in the architectural, commercial, and contractor segments with a special focus on higher margin architectural and hardscape products. Leverage your existing network of industry contacts to drive immediate business opportunities and long-term partnerships. Represent our sustainable product offerings with confidence and technical expertise, tailoring presentations to the needs of architects, specifiers, GCs, and distribution partners. Stay current on industry trends, materials standards, and competitor activity to position our brand as a leader in environmentally responsible hardscape solutions. Collaborate closely with internal teams (including technical support, operations, and marketing) to ensure a seamless customer experience and accurate project execution. Utilize CRM tools to track opportunities, manage pipeline activity, and report on key metrics. Attend relevant industry events, tradeshows, and customer meetings to strengthen relationships and promote the brand. Qualifications 5+ years of experience in outside sales within the building materials, hardscape, masonry, or related construction sectors. A strong and active book of business in the architectural, GC, or building materials space. Demonstrated “hunter” sales mentality with a proven ability to generate leads, build relationships, and close deals. Solid understanding of the concrete and construction industry sustainability trends and technical considerations. Ability to interpret and discuss technical specs, site drawings, and project details with clients. Self-motivated, goal-oriented, and capable of managing a territory independently. Excellent communication, negotiation, and presentation skills. Proficiency in NetSuite and Microsoft Office Suite. Compensation Salary of $110,000-130,000 depending on experience and geographical location, plus highly competitive variable compensation based on sales as well as a car allowance, medical, dental, vision insurance for you and your dependents. CarbonBuilt is an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
    $110k-130k yearly 5d ago
  • Account Manager - focused on Software Sales

    RSM Solutions, Inc. 4.4company rating

    Orland Park, IL jobs

    If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this . Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client. I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics: This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge. This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another. This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520 professionals across 13 locations, they empower manufacturing companies to optimize their production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide. For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role. If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions. If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are. Here are the key responsibilities: Lead Sales efforts to the mid-market manufacturing sector. Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner. Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc. Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers Here is what we are seeking: Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have. If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see. Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level). Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.
    $70k-88k yearly est. 1d ago
  • Corporate Affairs Account Manager Lead, Content Studio

    USAA 4.7company rating

    Plano, TX jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $74k-93k yearly est. Auto-Apply 3d ago
  • Outside Sales Representative

    Multi Sales 3.7company rating

    Portland, OR jobs

    Are you a driven, relationship-focused Outside Sales professional? Do you thrive on building strong customer partnerships? Are you energized by hitting (and exceeding) sales goals? Do you believe in solving problems, not just taking orders? If so, you should check out Multi Sales! Since 1959, Multi Sales, headquartered in La Palma, CA, has been serving clients with integrity, value, and unmatched product knowledge. We are a premier wholesale distributor of door and gate automation products with locations in California and Oregon, shipping nationwide daily. Our portfolio includes GDOS (Garage Door Operators), CDO (Commercial Door Operators), torsion springs, tracks and hardware, high cycle doors, fire doors, counter shutters, RFID systems, key cards and readers, TES (Telephone Entry Systems), proximity cards, strikes, entrapment protection devices, wireless control, photo eyes, and actuator arms. We are seeking a results-oriented Outside Sales Representative to join our team-someone with the initiative to grow a territory, the curiosity to learn our products inside and out, and the confidence to close deals. If you love the thrill of prospecting and the satisfaction of keeping customers for life, this could be your next move. Why You'll Love Working Here $70,000 base salary, quarterly multi-tiered bonus 90% of base plan Medical, Dental, and Vision coverage Group Life Insurance covered by employer Safe Harbor 401(k) with profit sharing Robust Employee Assistance Program Monday-Friday schedule, weekends off 10 paid holidays plus vacation and sick time Annual bonus opportunities Casual dress and family-oriented culture Employee Discount Program on Apple, T-Mobile, Disneyland, Nike, and other products and services What You'll Be Doing Leverage pipeline management, cold calling, prospecting, lead generation, follow-ups, and territory growth strategies to drive revenue and build long-term client relationships. Attend industry trade shows and events. Build long-term customer relationships by providing expert product knowledge, application advice, and troubleshooting support, including GDOS, CDO, torsion springs, high cycle doors, fire doors, TES, RFID systems, and related hardware. Negotiate terms, pricing, and stock agreements to create win-win outcomes. Collaborate with internal teams-purchasing, accounting, warehouse, and branches-to ensure customer satisfaction. Monitor industry trends and emerging technologies to identify new opportunities and expand revenue. Consistently meet and exceed personal and team sales goals. What You Bring Proven success in outside sales or account management (experience in access control, gate automation, or related industries is a plus). Strong communication, negotiation, and organizational skills. The ability to think strategically while managing day-to-day sales activities. Comfort with presenting solutions directly to customers, both in-person and virtually. A valid driver's license and willingness to travel within the territory.
    $70k yearly 1d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase 4.8company rating

    Plano, TX jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry + Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm + Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client + Acquire deep knowledge of company's products and pricing to facilitate sales efforts + Negotiate with clients to price products and services competitively while generating revenue + Maintain sales records and prepare sales reports as required + Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions + Develop a vertical market expertise and become industry expert + Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations **Required qualifications, capabilities and skills** + Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment + Demonstrate critical thinking and problem solving skills + Demonstrate ability to build positive interpersonal relationships with business owners + Demonstrate ability to prioritize and focus on multiple initiatives + Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products + Travel to clients and/or attend Trade-shows **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry 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
    $82k-110k yearly est. 3d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX jobs

    JobID: 210625717 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities * Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals * Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase * Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model * Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required * Negotiates leveraging customized proving models with clients to close business * Works with internal partners to ensure successful implementation, product ramp-up * Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills * Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts * Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint * Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes * Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply * Ability to balance needs of clients with associated risks and interests of the firm. * Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
    $82k-110k yearly est. Auto-Apply 60d+ ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Plano, TX jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client Acquire deep knowledge of company's products and pricing to facilitate sales efforts Negotiate with clients to price products and services competitively while generating revenue Maintain sales records and prepare sales reports as required Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions Develop a vertical market expertise and become industry expert Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations Required qualifications, capabilities and skills Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment Demonstrate critical thinking and problem solving skills Demonstrate ability to build positive interpersonal relationships with business owners Demonstrate ability to prioritize and focus on multiple initiatives Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products Travel to clients and/or attend Trade-shows Preferred qualifications, capabilities, and skills Bachelor's degree Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
    $82k-110k yearly est. Auto-Apply 6d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Plano, TX jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
    $82k-110k yearly est. Auto-Apply 60d+ ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase 4.8company rating

    Plano, TX jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals + Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase + Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model + Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required + Negotiates leveraging customized proving models with clients to close business + Works with internal partners to ensure successful implementation, product ramp-up + Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required qualifications, capabilities and skills** + Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint + Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes + Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply + Ability to balance needs of clients with associated risks and interests of the firm. + Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience 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
    $82k-110k yearly est. 60d+ ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ jobs

    JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities * Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals * Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients * Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase * Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model * Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required * Negotiate leveraging customized proving models with clients to close business * Work with internal partners to ensure successful implementation and product ramp-up * Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required Qualifications, Skills, and Capabilities * Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts * Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally * Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint * Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes * Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply * Ability to balance the needs of clients with associated risks and interests of the firm * Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments Preferred Qualifications, Skills, and Capabilities * Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role * At least 3 years of related business development experience
    $89k-119k yearly est. Auto-Apply 26d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase 4.8company rating

    Tempe, AZ jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals + Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients + Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase + Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model + Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required + Negotiate leveraging customized proving models with clients to close business + Work with internal partners to ensure successful implementation and product ramp-up + Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required Qualifications, Skills, and Capabilities** + Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally + Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint + Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes + Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply + Ability to balance the needs of clients with associated risks and interests of the firm + Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments **Preferred Qualifications, Skills, and Capabilities** + Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role + At least 3 years of related business development experience 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
    $89k-119k yearly est. 24d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Tempe, AZ jobs

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required Negotiate leveraging customized proving models with clients to close business Work with internal partners to ensure successful implementation and product ramp-up Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required Qualifications, Skills, and Capabilities Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance the needs of clients with associated risks and interests of the firm Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments Preferred Qualifications, Skills, and Capabilities Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role At least 3 years of related business development experience
    $89k-119k yearly est. Auto-Apply 26d ago
  • Credit Executive, Global Wealth & Investment Management

    Bank of America 4.7company rating

    Atlanta, GA jobs

    Atlanta, Georgia **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 (*************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. **Responsibilities:** - Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements - Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility - Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients - Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration - Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience - Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Required Qualifications:** - 10 plus years of commercial credit or wealth management credit experience - Strong oral and written communication skills - Effectively present to Merrill leadership and advisors around Custom Credit - Strong credit skills (commercial / UHNW) - Organized and can handle/prioritize several transactions at the same time - Ability to work well with with underwriting, risk, and other business partners - Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures - Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. - Manage ongoing loan portfolio (reporting, covenants, etc.) **Desired Qualifications:** - Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans - BS degree / MBA **Skills:** - Business Development - Loan Structuring - Negotiation - Prospecting - Relationship Building - Active Listening - Business Acumen - Client Management - Customer and Client Focus - Profitability Analysis - Influence - Pipeline Management - Portfolio Management - Problem Solving - Sales Strategy **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.
    $92k-138k yearly est. 60d+ ago
  • Senior Lead Commercial Banking Business Development Representative

    Wells Fargo Bank 4.6company rating

    Irvine, CA jobs

    About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the Orange County market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Travel : Ability to travel #commercialbanking Location: 2030 Main Street, Irvine, CA 29614 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $191,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $81k-116k yearly est. 25d ago
  • Senior Business Development Representative

    Drda 3.6company rating

    Houston, TX jobs

    This is a rare opportunity to Make a Difference in the Lives of thousands of Business Owners, Create More Jobs, Transform Your Local Communities, and Exponentially grow your business acumen while earning a 6-Figure total compensation that includes a competitive base salary. As a nationally recognized CPA and Advisory Firm, we have strategically bolted on the world's most comprehensive and results-focused Business Advisory Framework. This framework has been developed over the past 32 years to include over 3500 business tools, solutions and instruction sets delivered through a matrix of more than 40 service offerings that provide an industry exclusive 17 Week Guarantee. The potential for your career growth is extensive as we scale the Business Advisory Services group to $20-30 million annual revenue in the near future and continue exponential growth for years to come. Your Career Path options with us are many including promotion into a leadership role within the Lead Generation Team, becoming a Certified Business Specialist or Certified Business Coach, or pursuing one of the many roles within our expanding organization. Our Culture is a cornerstone of our ever-increasing success. We require trusting, respectful bilateral relationships with clients, partners and team members by demanding ethical excellence, honesty, integrity, character and quality. Our solution focused culture of continuous improvement and accountability is coupled with our focus on personal & professional growth so that we are the trusted advisors who continually bring the best solutions to our clients. As part of Making a Difference in the Marketplace, we are focused Upon Solving Two Problems in the Business Community: 90% of Businesses Fail at some point…1, 9, 29 years… 70-75% of businesses Fail to Sell while listed with a business broker…and many of them simply Close Down within a year of not selling…leaving the owner with no real gain from what they worked to build over a number of decades. Our Mission is to create a future where: 90% of Business Owners Increase their Success to Achieve their Goals & Dreams while Creating Jobs and Expanding the GDP by creating a high value sustainable business. Make businesses “Exit-Ready” so that over 75% sell to create a Wealth Event for the Owner OR to Prepare the Next Generation to have a sustainable, successful intra-family Generational Transition The Demand for Business Advisory Services including business coaching, executive coaching, business planning and team training has become an Urgently Sought-After Resource for Business Owners, their Managers and their Teams to adapt and pivot to Survive, Compete, Grow, and take Market Share in this Dynamic Economy. We serve all sizes of businesses from the solopreneur and "main street" businesses to the mid-sized companies and large corporations. The comprehensive frameworks we have bolted on cover all industries and all phases of the business life cycle from startup through to a successful exit or family transition. Your role is to have prospective clients say YES to accepting the gift of a Strategic Life & Business Plan. This Plan has two tangible components - 1) Strategic Focus Map; and 2) Updated 3-Year Strategic Plan. The total “sales cycle” is 1-2 weeks, so you will be paid your bonuses quickly. Our Conversion Rate is typically 75%. We have 26 proven lead generation strategies to select from. Your compensation includes a base salary plus bonuses paid twice per month. Successful team members will have a 6-figure total annual compensation. Benefits are included also. Your Target Market is any business owner or executive who would love to achieve greater success. We serve all industries and all sizes of businesses from start-up to mid-market and up into the Fortune 50 companies here in Texas. The attributes you must have: You care about the success & growth of businesses You understand the challenges faced by business owners Passionate about creating more jobs in your local area You Believe business owners have the Right to Thrive You love to see others succeed beyond what they thought was possible. You have hundreds of business connections locally and you would love to see them grow & prosper. You love to learn, grow & advance in your career. You are curious & seek to understand You are seeking a Team of High Achievers that love to Win Together while Making a Difference in the Marketplace. The desire to join the local office of an 87-country organization intrigues you. Your values align with our Culture. You see the benefit of leveraging our 26 proven lead generation strategies You have a track record of consistently setting 3-5 appointments per day If this describes you and you are seeking to make a 6-figure income as part of the world's largest business coaching organization, then apply and together let's discover if we are a fit for one another. Our Business Advisory Services Group offers more than 40 services in five categories: 1. Business Coaching - One-to-one for business owners & Leaders, Executive Coaching, Group Coaching. Development of management staff, next generation and high potentials. 2. Business Education - Dozens of services in this category ranging from topic-specific to the overall framework to scale an organization. 3. Business Planning - Tactical Planning to Strategic Planning 4. Business Valuations - What the business is really worth and how to multiply the market value. 5. Employee Assessments - Full suite to evaluate potential employees and to better manage & lead existing team members. What areas of their business do we guide our clients to improve? 1. Marketing - Developing Leads at the Optimum Cost per Lead 2. Sales - Optimize the Conversion Rate & Maximize Repeat Business 3. Scaling Up Operational Throughput Capacity 4. Finances, Accounting, KPI's, Management Systems 5. Team - Recruiting, Onboarding, Developing Management Team, Preparing the Next Generation 6. Exitability - Appealing to Higher Level Buyers 7. Exit Value Multiplied - To Create a Wealth Event...Preferably a Multi-Generational Wealth Event If our Mission speaks to your Soul and you are seeking a Career Opportunity that is also your Calling, then apply and let's get you on board as we accelerate into the Future!
    $84k-112k yearly est. Auto-Apply 50d ago
  • Key Accounts Executive

    Snap! Mobile 4.1company rating

    Florida jobs

    , Inc: Snap! Mobile has been proudly supporting athletics and activities programs around the country with simple and dependable services since 2014. Snap! Raise has raised more than One Billion dollars for over 150,000 groups and teams through over 12.5 million participants and donors. In addition to the Snap! Raise fundraising solution, Snap! Mobile further supports schools, groups, and teams with its other brands and products: Snap! Insights (fundraising oversight dashboard), Snap! Store (spirit wear), FanX (custom-branded fan engagement app), Snap! Manage (integrated scheduling, communication, and registration solution), and Snap! Spend (transparent money management solution). About the Role: Snap! Mobile is looking for a stellar Key Account Executive to join our Key Accounts Team. The Key Account Executive cultivates and closes opportunities across schools, districts, leagues, and state associations, focusing on growing our footprint with high-potential customers and driving new revenue at the Administrator level and above. The ideal candidate is capable of quickly assessing opportunity, a relentless hunter, able to move rapidly through the sales process and should possesses a consistent track record of sales over-achievement. This role should utilize solution and value-selling techniques to effectively guide the sales process to close and be comfortable selling to key decision-makers at all levels. A successful candidate is self-motivated, dependable, well-organized, and adaptable, with strong written and verbal communication skills and the ability to balance multiple projects and priorities. A “can-do” attitude is required, and the individual must thrive in a fast-paced, energetic work environment. The applicant must be comfortable and confident working in a remote setting and can think quickly under pressure. This role has the ability to make a tremendous impact on the future growth of our business. We pride ourselves in being trusted by our communities to help further the programs of those they serve. Snap! Mobile is an organization built on the fundamentals and principles largely learned early in life through the sports and activities we participated in while attending school. We now utilize those skills and tools to give back to educational administrators, and program leaders focused on helping the next generation through athletics and extracurricular activities. Key Account Executive Responsibilities: Capable of driving a high-speed sales motion predicated on assessing opportunities and moving administration through the sales process rapidly while demonstrating maximum value to close at scale. Leverage the Snap! Mobile product suite to win platform opportunities that maximize org revenue at the School, District, Conference, Network, and State Association levels. Educate high-potential organizations by aligning Snap! Mobile products and the unique customer use cases and business problems of administrative personas in district Athletics/Activities, Finance, Advancement, and Foundation departments. Effectively navigate and overcome rigid district policies to win new opportunities and re-activate previously lost schools and districts. Partner and team sell alongside the Key Account Manager Collaborate with Customer Success and Field reps in-market to identify the product(s) “points of entry” within our suite that solve the pain points of Athletic Directors and administrative personas. Utilize customer relationships and market intelligence to identify and generate up-market opportunities that saturate Raise while activating our administrative products. Qualify sales opportunities utilizing a repeatable sales process and the MEDDICC methodology to identify customer fit and success criteria. Deliver customer-focused demos and proposals based on discovery and needs analysis. Utilize CRM solutions to provide timely and accurate sales activity tracking and status updates. Work strategically with management to deliver forecasts, identify trending opportunities or challenges, and provide recommended solutions. Stay up to date on new additions to products and product rollouts to effectively cross-sell and uncover/identify opportunities. Work collaboratively with Sales Leadership and Field Sales teams to provide insight and inform strategic direction. Compensation depending on the level of experience: Starting Base $80K + Commission to OTE Ideal Locations: Southern California, Florida, Mid-Atlantic (DE, VA, MD, WV) Preferred Experience, Skills, and Abilities in a Key Account Executive: Bachelor's Degree preferred. A mission-driven sales professional with a growth mindset and strong work ethic. 2+ years of direct sales experience in a quota-carrying role. Track record of over-achieving individual sales quotas (top 10-20% of company) in past positions. Skilled in top-down selling and multi-threading deals in school districts, charter networks, conferences/leagues, and state associations. Experience facilitating a repeatable sales process and qualification methodology to identify customer fit and success criteria. MEDDICC preferred. Experience in the high school athletics/activities space with a strong grasp for an Athletic Director's role and responsibilities. Strong collaboration and relationship-building skills. Business forecasting and pipeline development skills are required. Experience conducting product demonstrations with the ability to build relevant, strategic messaging around prospect's pain point and needs. Experience working with HubSpot or alternative CRM preferred. Willingness to travel up to 50%, as needed. Snap! Mobile, Inc. is proud to offer the following benefits: Medical, Dental, Vision 401K with a 4% match from the company 13 paid holidays Unlimited PTO CA Residents click here for privacy policy We use E-verify to onboard new hires. Please click here to learn more.
    $80k yearly Auto-Apply 60d+ ago
  • Annuities Inbound Sales Consultant

    Prudential 4.7company rating

    Account executive job at Prudential Bank

    Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! Prudential Annuities, a division within Prudential's Individual Retirement Strategies Group, is currently seeking a sales professional to join its growing team as an Inbound Sales Consultant. In this role, you will work on a vibrant team of 20-25 customer-focused individuals. In this fast-paced, constantly changing role, you will help financial professionals solve their day-to-day problems and get the most out of their business relationships with Prudential. Prudential's Annuities Business is gaining global recognition! Learn more about our business and accomplishment here: ******************************************************************************* The current Employee Work Arrangement for this opening is Hybrid. The employee will work 3 days a week at a Prudential location in Newark, NJ, Dresher, PA, or Shelton, CT. Employee will be required to attend or go into the office for any mandatory onsite/offsite meetings/trainings. Employee Work Arrangement is the businesses decision and can be adjusted or changed for business reasons at any time. What you can expect: * Field daily phone calls, respond to emails, and routinely solve financial advisor needs as they arise. * Deliver detailed responses to inquiries about Prudential product features, performance data, hypothetical illustrations, and requests for literature. * Provide back-up coverage to Internal Wholesalers and their territories as needed. * Reactively engage existing or prospective financial professionals in creative opportunities daily, using consultative selling techniques and by continuously educating about Prudential solutions. * Receive immediate training, as well as ongoing coaching and mentoring from experienced members of the sales team in order to equip yourself with the meaningful sales and leadership skills necessary for success in this role. * Focus on personal talent advancement to prepare for opportunities to become an Internal Wholesaler. What you'll need: * SIE, FINRA Series 6 (or 7) and 63 REQUIRED * If not currently licensed, see Annuities Sales Associate position * Ability to pass State Insurance license within 60 days * Prior Sales experience, preferably with Annuities * Knowledge of Annuities concepts or the retirement industry It'd be a plus if you had: * Self-motivated and team-focused * Excellent verbal and written communication skills * Flexibility, resourcefulness, tactfulness, and a desire to continuously improve * Bachelor's degree or equivalent work experience Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What we offer you: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $59,300.00 to $88,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $59.3k-88.3k yearly Auto-Apply 60d+ ago

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