Relationship manager jobs in Allentown, PA - 173 jobs
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Client Services Manager
365 Health Services 4.1
Relationship manager job in Allentown, PA
365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare industry is one of the fastest growing sectors in the country and this opportunity puts you in the driver seat of a rapidly expanding company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level.
Qualifications For Client Services Manager (csm)
High integrity
Positive attitude
Excellent communication skills
Solution-oriented
Eager / Competitive
Ability to thrive and collaborate in a fast-paced environment
Bachelor's Degree, preferred
Primary Duties And Responsibilities
Develops and executes recruitment strategies to attract, screen and hire quality healthcare professionals who meet the office's immediate and projected needs
Utilizes various recruitment tools and methods to source and attract a pool of qualified and diverse candidates
Responsible for on-call duties during non-business hours and weekends as needed.
Matches and evaluates candidate skills to client and consumer needs through screening and interviewing
Completes necessary reference checks on candidate's background and work experience
Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts
Negotiates salary, terms and conditions of employment with candidates
Schedules direct care workers and field staff for initial placement and ongoing assignments
Manages direct care workers and field staff while on assignment: assesses and investigates direct care worker and field staff concerns and issues, and provides performance coaching, counseling and disciplinary action when appropriate
Maintains regular contact to and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities
Ensure client, consumer and referral source expectations are understood and met while addressing and resolving concerns relating to customer service, caregiver or field staff performance
Documents candidate, direct care worker, field staff and client correspondence and activities within the system of record
Incorporates direct care worker and field staff retention strategy into daily routine
Responsible for learning all functionalities and operations of the branch office
Adheres to and promotes company policies and procedures
Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals, and business development leads
Ensures confidentiality of all consumer records and personnel files in accordance with agency and HIPAA guidelines
Ensures all services, functions, and employee practices are in accordance with Affirmative Action policies and laws
Responsible for ongoing compliance with all current federal, state and local regulations, company policies and procedures, and reimbursement guidelines
Responsible for oversight of revenue cycle management
Demonstrates a commitment to advancing 365 Health Services, LLC
Must possess the personal characteristics of professionalism and commitment to high standards with a strong work ethic, confidence, creativity, innovation, integrity and stability
Performs other duties as necessary
Benefits
Health Insurance Packages
Paid Time Off
401K
Schedule
Monday to Friday
Paid On-Call (Shifts Alternate, Responsible for Answering Calls outside of Business Hours)
Additional Compensation
Weekly Commission
Weekly On-Call Pay
Bonuses
Education
Work Location: In-person
$71k-100k yearly est. 1d ago
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Account Manager
Fromm 3.9
Relationship manager job in Reading, PA
Ready to build lasting relationships and drive growth?
Fromm Electric Supply is expanding into the mission-critical and data center sector - and we're looking for an experienced Data Center Account Manager to help us dominate this space.
This is more than a sales role - it's your chance to drive business development across Pennsylvania and the Mid-Atlantic. You'll influence specifications, align with Tier 1 manufacturers, and position Fromm as the distributor of choice for major data center campus builds.
What You'll Do
Build and own Fromm's presence across Pennsylvania's expanding data center market.
Develop relationships with developers, owners/operators, general and electrical contractors.
Identify early-stage opportunities, build strategies, and shape specifications.
Penetrate top contractors executing mission-critical work.
Collaborate with Tier 1 manufacturers to deliver best-in-class electrical solutions.
Showcase Fromm's industry-leading products and services through impactful presentations and demonstrations.
Utilize CRM tools to plan, track, and execute sales strategies effectively.
Stay ahead of industry trends, attend events, and collaborate with internal teams to deliver value-driven solutions.
What We're Looking For
5+ years of sales experience.
Strong product knowledge and ability to translate technical solutions into customer benefits.
Excellent communication, negotiation, and presentation skills.
Self-motivated, goal-oriented, and ready to win in a competitive market.
Valid driver's license and clean driving record.
Why Join Fromm?
We offer exceptional benefits including:
Competitive compensation with growth potential
Medical, dental, and vision coverage
401(k) match
Generous paid time off
Life and disability insurance
Tuition reimbursement and more!
Ready to make an impact? Apply today and help us power progress across the Mid-Atlantic!
$36k-56k yearly est. 4d ago
Veterinary Relationship Manager
Covestro
Relationship manager job in Allentown, PA
Candidates must live within the assigned territory or close proximity of the geographic area surrounding Allentown, Pennsylvania.
The Veterinary RelationshipManager is a quota-carrying role that leads the ongoing optimization of our key veterinary customer accounts. This role is responsible for driving growth and maximizing share of wallet for in-clinic, technology, and specialty products within their designated sales territory. This position is a proactive, in-person sales role responsible for identifying and addressing customer needs, pain points, and opportunities to optimize and improve the adoption of existing products, as well as selling singular point solutions when opportunities are identified. The Senior Veterinary RelationshipManager will closely partner with Veterinary Account Executives (VAE) to identify VetSuite opportunities and drive further growth within the sales segment.
Essential Duties and Responsibilities:
Serves as the key sales contact to optimize and support accounts with a focus on overall relationship growth and long-term customer relationships to meet company financial targets.
Leads the sales organization in achieving and exceeding revenue and gross profit goals through customer relationship nurturing.
Leverages internal content and expertise to drive engagement activities, including webinars, and optimization initiatives that support revenue growth and adoption.
Predicts customer needs, pain points, and opportunities to proactively generate potential VetSuite opportunities and drive further growth and adoption within the sales segment.
Collaborates closely with Veterinary Account Executives to assess, communicate, and pursue VetSuite leads to maximize growth potential and customer value; communicates VetSuite leads to VAEs via Salesforce.com (SFDC).
Acts as a primary customer liaison for the implementation and onboarding processes, ensuring seamless transitions and a positive customer experience.
Creates internal reports to optimize customer utilization, identify growth opportunities, and guide sales team efforts.
Manages and maintains critical data and customer updates within SFDC to effectively track and support the sales process and customer relationships.
Secures deals across all product offerings and manages contract renewals to ensure ongoing customer satisfaction and retention.
Supports Regional Director serving as a peer leader in the region by mentoring new VRMs through onboarding process, sharing best practices within region and zone and aiding in coaching other team members towards these practices.
Supports Regional Director in developing and executing regional strategies.
Performs additional duties and tasks as necessary to support the team and company objectives.
Performance Measures:
Gross Profit .
VetSuite Sales.
Point Solution Sales.
Revenue.
Experience Requirements:
Bachelor's degree or equivalent experience in Business, Communications, or a related field is required, with a minimum of 5 years of relevant experience in sales, account management, or similar roles within the veterinary or healthcare industry.
Proven history of consistently exceeding sales quotas and delivering on other objectives as assigned by management.
Previous experience serving as a “player coach” by mentoring new hires or coaching teammates to improve performance.
Skill Requirements:
Demonstrates expert ability to work collaboratively in a matrix organization and effectively pull through business.
Ability to predict and proactively serve customer needs/objectives with differentiated offers and solutions that Covetrus can deliver.
Proven ability to interact with all levels of stakeholders in a customer's business and engage in discussions about the totality of their operation, including identifying where third-party relationships could benefit their workflows.
Consistently meets and surpasses sales goals, showcasing an expert understanding of the sales process, client needs, and effective relationship-building strategies.
Can pivot and adapt in fast-moving, agile environments. Capable of dealing with business conflicts.
Ability and willingness to engage in coaching conversations.
Willingness to document best practices of sales skills for deployment to other areas of the sales organization - Being a talent multiplier from “beside”
Ability to partner closely with staff across departments to implement growth strategies.
An expert understanding of CRM tools functionality and practical experience used to support the management of an account.
Self-motivated and goal-oriented, requiring minimal day-to-day supervision.
Work Environment:
Travel daily for field visits, meetings, and training; travel may vary depending on region.
Attendance at annual national and relevant regional sales meetings is required.
Occasional night/weekend travel may be necessary.
A valid state driver's license is required.
Preferred Qualifications:
6-7 years of relevant experience in sales, account management, or similar roles within the veterinary or healthcare industry is strongly preferred.
We offer the following benefits for you to take advantage of while you are here provided you meet the eligibility requirements under each governing program:
401k savings & company match
Paid time off
Paid holidays
Maternity leave
Parental leave
Military leave
Other leaves of absence
Health, dental, and vision benefits
Health savings accounts
Flexible spending accounts
Life & disability benefits
Identity theft protection
Pet insurance
Certain positions may include eligibility for a short-term incentive plan
Covetrus is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
$68k-102k yearly est. Auto-Apply 55d ago
ESSA Bank, Commercial Relationship Manager
Essa Bank 3.9
Relationship manager job in Allentown, PA
Description:
The Commercial RelationshipManager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Client RelationshipManagement
Serve as the primary point of contact for a portfolio of commercial clients.
Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
Conduct regular client reviews to assess financial needs and satisfaction.
Credit and Lending
Analyze financial statements and assess creditworthiness of clients.
Structure and negotiate commercial loans and credit facilities.
Work with credit analyst to assist with the underwriting of credit proposal.
Approves loans within specified limits or present loans to loan committee for approval.
Portfolio Management
Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
Identify and mitigate potential risks within the portfolio.
Ensure compliance with internal policies and regulatory requirements.
Business Development
Identify and pursue new business opportunities through networking, referrals, and market research.
Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
Collaborate with product specialists to deliver comprehensive financial solutions.
Internal Collaboration
Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
Participate in team meetings.
Ensures loan documents are complete and accurate according to policy.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
Respect - Demonstrate that the feelings and rights of others are valued
Client Focus - The relationships built with customers/co-workers are top priority.
Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
Collaboration - Work with others to produce or create excellence.
Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
Accountability - Maintain personal responsibility
Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.
POSITION LEVEL(S) EXPECTATIONS
Title of Commercial RelationshipManager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:
Track record of business development and client acquisition
Level of understanding of financial statements and risk assessment
Familiarity with regulatory requirements and compliance standards
Portfolio management
Client relationship development
Level of experience with structuring and negotiating loan terms
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements:
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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$64k-94k yearly est. 26d ago
Personal Lines Insurance Client Manager Entry-Level or Experienced
Patrick McNealis Insurance and Financial Group
Relationship manager job in Emmaus, PA
Job Description
Highstreet Insurance is a growing, client-focused insurance agency dedicated to providing exceptional service and tailored solutions. We value teamwork, professional growth, and building long-term relationships with our clients.
We are seeking a Personal Lines Insurance Account Manager to join our team. This role is open to:
Entry-level candidates willing to obtain their Property & Casualty license (we provide guidance and support for licensing).
Seasoned account managers with experience managing personal lines accounts.
The right candidate will be customer-service oriented, detail-focused, and motivated to grow within the insurance industry.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Retirement Plan
Responsibilities
Build and maintain relationships with clients, providing exceptional customer service.
Assist clients with policy changes, coverage questions, billing inquiries, and claims support.
Review, process, and manage personal lines renewals.
Identify cross-selling opportunities to enhance client coverage.
Communicate with insurance carriers to process endorsements, bind coverage, and resolve issues.
Maintain accurate client records in our agency management system.
Follow up on outstanding client requests and ensure timely resolution.
Requirements
For Entry-Level Candidates:
No prior insurance experience required, but customer service or administrative experience is a plus.
Willingness to obtain a Property & Casualty license within 6 months of hire (support provided).
Strong communication and organizational skills.
Comfortable learning new systems and working in a fast-paced environment.
For Experienced Candidates:
Active Property & Casualty license.
2+ years of experience managing personal lines accounts preferred.
Proficiency in an agency management system (Applied Epic experience a plus).
Proven ability to manage a client book independently.
$76k-120k yearly est. 17d ago
Commercial Relationship Manager
Advanced Disaster Recovery
Relationship manager job in Lehigh, PA
Summary/objective
The Commercial RelationshipManager is responsible for developing and maintaining long-lasting business relationships to drive sales growth in commercial markets. This role involves generating new business and maintaining existing relationships with commercial facility directors, property managers, general managers, C-suite decision-makers, and other industry leaders. Target industries include commercial real estate, hospitality, healthcare, education, municipal governments, and other large-scale commercial facilities.
This position focuses on cultivating strong professional relationships with referral sources and trade partners by analyzing the market, identifying target clients, reaching decision-makers, and using a consultative sales approach to convert prospects into clients.
Essential Duties and Responsibilities
Develops and manages a portfolio of commercial accounts with a high propensity to engage our services during damage events or environmental disasters.
Builds and maintains relationships with key decision-makers, including facility executives, property managers, and commercial clients.
Oversees the entire sales cycle, from prospecting to closing and ensuring a seamless customer experience.
Conducts in-person sales meetings using a consultative approach to understand client needs and offer tailored solutions.
Schedules and manages appointments and client interactions effectively.
Maintains clear and professional communication with internal and external stakeholders.
Provides exceptional after-sales support to enhance customer satisfaction and loyalty.
Achieves or exceeds monthly sales targets and performance goals.
Prepares detailed sales activity and performance reports.
Identifies new business development opportunities and strategies.
Establishes and strengthens connections with potential clients, including insurance professionals, facility managers, real estate professionals, and other relevant contacts.
Collaborates with project managers and operational teams to ensure excellent service delivery.
Actively participates in industry trade organizations and networking events to promote company services.
Delivers presentations to small and large groups as needed.
Upholds company values and maintains a professional and positive attitude.
Competencies
Proficiency with computers, mobile platforms, and the MS Office suite (Word, Excel, PowerPoint) and Google Workspace.
Excellent verbal and written communication skills.
Strong interpersonal and customer service skills.
Effective time management and organizational abilities.
Strong analytical and problem-solving capabilities.
Ability to manage multiple priorities in a fast-paced environment.
Self-motivated and results-oriented.
Job Requirements
Bachelor's degree or equivalent experience.
Minimum of 2 years of B2B sales experience, preferably in a service-oriented industry.
At least 2 years of experience managing repair projects in the insurance and restoration industry.
IICRC Certifications in Water, Fire, and Mold Restoration.
Project Management certifications and/or training preferred.
Experience developing and managing commercial accounts, particularly in industries such as real estate, healthcare, education, and hospitality.
Strong marketing and customer service skills.
Professional appearance and demeanor.
Ability to work flexible hours, including occasional evenings and weekends.
Willingness to travel outside the immediate operating area as needed.
Must be able to pass a background check.
Pay Structure
Base pay plus commission, medical, dental, vision, Aflac, LTD, 401(k), company uniform, vehicle, cell and laptop to conduct business.
ADRI is widely regarded as the expert firm to call - day or night - to halt and remediate environmental emergencies and to restore homes and other spaces to their pre-damage conditions. Our experts provide emergency recovery services for wind, fire, smoke and water damage, catastrophe response, contents restoration, environmental issues, mold remediation, healthcare and environmental services, flooding repair and construction services.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$68k-102k yearly est. Auto-Apply 60d+ ago
Relationship Managers - Lehigh Valley PA Markets
Provident Bank 4.7
Relationship manager job in Bethlehem, PA
Provident Bank is seeking seasoned Commercial Lenders to join our team in the Lehigh Valley markets! Come learn why we are the Premier Super Community Bank!
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. The position is considered the more experienced job in the job family.
KEY RESPONSIBILITIES:
Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness
Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness.
Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment.
Establishes and promotes customer and community relationships; cross sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques.
Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control.
Facilitates closing of the loan transactions with strict compliance with approved terms and conditions.
MINIMUM QUALIFICATIONS:
5-10 years of related commercial lending experience within the financial industry
Bachelor's degree in Accounting, Finance or Business Administration Comprehensive loan analysis experience.
Comprehensive loan analysis experience.
Comprehensive financial analysis experience.
Comprehensive knowledge of underwriting techniques.
Proven new business track record.
Strong oral, written and communication and management skills.
Proficient with software programs (Microsoft Word, Excel and Argus).
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$92,300 - $219,800 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$73k-101k yearly est. 60d+ ago
Manager, Tradeshow Client Relationships
Estes Forwarding Worldwide 4.4
Relationship manager job in Reading, PA
Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines' extensive line haul network providing EFW clients with a hybrid transportation network. The company has received industry awards, including Specialty Carrier of the Year and E-Commerce Delivery Carrier of the Year, and has been recognized by Global Trade Americas as a leading 3PL to watch.
We are proud to offer highly competitive pay and a comprehensive benefits package, including:
Paid vacation, sick time, and holidays
401(k) plan with company match
Medical, dental, and vision insurance
Short- and long-term disability plans
Life and accidental death & dismemberment insurance
Job referral bonus program
Salary Range: $60k to $65k base + Incentive
Responsibilities
The Manager, Tradeshow Client Relationships is accountable for managing all facets of assigned Tradeshow accounts within Estes Forwarding Worldwide, LLC. The Manager, Tradeshow Client Relationships is responsible for collaborating with EFW sales, operations, and Internal SME's while establishing and maintaining Tradeshow client relationships, coordinating support for clients, directing client strategies, reporting on client relationships, managing the implementation and on-boarding of new Tradeshow client accounts and ensuring a consistently high level of service, quality, and client satisfaction.
To perform this job successfully, an individual must satisfactorily perform each essential duty. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential duties.
Develop and maintain strong, long-term Tradeshow client relationships with assigned accounts.
Achieve assigned strategic Tradeshow account objectives.
Work in conjunction with Tradeshow sales team members, operations leadership, and the EFW Executive team to ensure open communication and provide excellent customer service.
Gather information from members at all levels of the organization who can contribute information about problems and possible solutions.
Research and provide possible solutions for identified issues.
Recommend strategies to management and other decision makers.
Look for and develop new opportunities through Challenger Sales process and consultation.
Develop new relationships with assigned Tradeshow accounts through networking and additional opportunity probing.
Recommend new EFW strategies to client management and other decision-makers.
Adhere to CRM processes - including, but not limited to, ensuring updated contact information, new opportunity entry, call notes with results and next steps, etc.
Own assigned new Tradeshow customer onboarding and integration.
Assist with facilitating the Onboarding Roadmap.
Assist in developing and ensure execution of Tradeshow client agreements for new accounts.
Identify IT integration needs and work with assigned IT project managers.
Act as the liaison between clients and all pertinent internal teams.
Support bidding and pricing process with assigned accounts.
Interact with key SME's to facilitate timely delivery of completed projects and improvements.
Communicate with major clients on a regular basis and respond to specific queries.
Establish and continuously improve processes to ensure excellent client relations.
Handle transactional complaints and problems in a timely and effective manner.
Be a client resource for all Tradeshow needs.
Provide dedicated and complete customer service support.
Engineer solutions and innovative ideas to meet client needs.
Prepare Business Reviews in an established cadence (monthly, quarterly, etc.).
Understand and provide business projections to all relevant parties.
Monitor account performance by regularly reviewing KPIs and agreed upon client SLAs.
Work with operational team to identify any lagging trends and improve to client expectation.
Define business problems within the organization and use statistical analysis, simulations, predictive modeling, or other methods to analyze and develop practical solutions.
Measure effectiveness of solutions and process improvements.
Support and work with VP, Tradeshow for any identified account escalations and issues with operational performance.
Support and work with Tradeshow operations for any identified new opportunities or issues with performance.
Routinely measure shipment volume levels and quickly investigate attrition or growth to determine root cause. Escalate any identified attrition to management.
Maintain Client Tradeshow and Event schedule within CRM, building opportunities and maintaining the schedules in order to stay on top of account growth and potential revenue. Keeping contact information updated with CRM and Worldtrak.
Build client quotations and shipments within Worldtrak.
Route all shipments for the client and look for opportunities to maximize profit by consolidating shipments with other account freight.
Effectively log all client communication in the company CRM.
Regular attendance is required.
Comply with company C-TPAT and TSA security procedures.
Perform other duties as assigned.
Qualifications
The qualifications listed below are representative of the minimum knowledge, skill, and/or ability required.
SKILLS AND ABILITIES
Ability to interact effectively with all levels of the organization
Ability to identify issues, requirements, and opportunities involved in customer service
Excellent oral and written communication skills
Excellent project management skills
Effective time management skills
Ability to prioritize, manage time effectively, escalate issues appropriately, and keep information confidential
Respond well to questions.
Ability to read, interpret and comply with written information and documents such as safety rules, operations / procedure manuals and maintenance instructions with a high comprehension and concentration level to include the ability to meet deadlines
Ability to read and interpret complex business and/or technical documents
Ability to write comprehensive reports and detailed business correspondence
Ability to work with managers or directors and communicate ambiguous concepts
Ability to present to groups across the organization
Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis
Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems
Must be able to travel via car, train or plane when requested.
Must pass a pre-employment drug screen, random drug and/or alcohol tests, and will be subject to a criminal history background check.
Must be eligible to work in the United States.
At this time, EFW will not sponsor a new applicant for employment authorization for this position.
EFW offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status.
SUPERVISION
Position functions semi-autonomously and has no direct reports.
EDUCATION/EXPERIENCE
Minimum of an Associate's degree and 5-7 years of experience. Additionally, 5-7 years of experience within the transportation industry preferred. However, a combination of experience and/or education will be taken into consideration.
LICENSES/CERTIFICATIONS
Valid driver's license required.
TRAVEL
Periodic travel up to 25% required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Typically sitting at a desk or table. Intermittently sitting, standing, walking, or stooping.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform essential duties.
Normal office situation.
EFW is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.
$60k-65k yearly Auto-Apply 55d ago
C & I Relationship Manager II
Penn Community Bank 4.0
Relationship manager job in Perkasie, PA
* Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales. * Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit.
* Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans.
* Interview applicant(s) and request specified information for loan application.
* Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations.
* Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan.
* Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms.
* Present loans to appropriate approving authority or Loan Committee for approval.
* Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services.
* Respond to customer information requests or inquiries involving small business loans.
* Provide loan data to support marketing and sales promotion programs as required.
* Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management.
Penn community Bank is an equal opportunity employer.
$64k-92k yearly est. Auto-Apply 49d ago
Client Relationship Manager
Stratix 4.3
Relationship manager job in Bethlehem, PA
Requirements
Associate or Bachelor's Degree
One year of business-to-business sales experience; industry experience is strongly preferred
Must display strong face-to-face presentation skills
Aptitude for acquiring sales skills and product knowledge
This position requires daily travel within an assigned geographic area. A valid driver's license, reliable vehicle and current insurance are required.
Responsible for working as an active member of the Company's sales/service commercial lending department; provide commercial customers with direct service relating to the Company's commercial services portfolio; develop customer relationships so as to take advantage of additional selling and cross-selling opportunities; communicate with sales and lending management personnel with respect to sales objectives, sales performance, and other factors which affect the sales/service function; provide required information on sales and service activities; generate and maintain a profitable quality commercial loan portfolio. Responsible for marketing, sales, quality, co-ordination, policy conformance, training, reporting documentation for Company products and services. Promote the Company's CRA requirements and policy; adhere to FDICIA and compliance procedures as they apply to the Company's lending activities.
Responsibilities
* Work as an active member of the Company's sales/services lending department as follows:
* Jointly establish quantitative sales objectives, with assigned supervisor on an annual basis.
* Solicit new business from present and prospective customers.
* Provide sales information on a timely basis in order that this information may be included as part of monthly and year-to-date sales performance reports.
* Monitor individual sales performance versus objectives on a monthly basis utilizing Company's sales information system.
* Maintain a thorough knowledge of the features and benefits of all Company commercial credit products and services, in order to ascertain customer needs and to sell in conjunction with these needs.
* Provide direct service to commercial customers with respect to deposit, loan, and other miscellaneous products and services, if applicable, approve or reject loan applications within individual lending authority.
* Assist customers in obtaining specialized services from other departments as necessary.
* Maintain a working knowledge of Company operating policies and procedures which impact commercial services.
* Maintain working knowledge of loan documentation procedures.
* May attend sales and trade meetings as the Company's representative to develop new business and to gain information and leads on prospective accounts.
* Responsible for early detection, reporting, and monitoring of problem credit.
* Responsible for quality of own loan portfolio.
* All other duties as assigned.
Qualifications
* Bachelor's degree required. Master's degree desirable
* Seven-year (7) years of experience in complex commercial real estate lending and /or commercial & industrial loans management experience in a financial institution.
* Formal credit experience is a requirement.
* Strong sales skills and expectation management skills.
* Excellent verbal and written communications skills.
* Knowledge of and the ability to use current technology proficiently.
* Good organizational skills, a high level of accuracy and strong attention to detail.
* Effective time management and the ability to work independently in a team environment.
* Ability to handle sensitive information with complete confidentiality and professionalism.
Benefits
* Medical
* Dental
* Vision
* 401(k) Match
* Profit Sharing
* Paid Time Off
* 11 Holidays
* Tuition Reimbursement
* Free Parking throughout Tompkins Community Bank
* Employee Referrals
EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
For more information, please click here.
#communitybank
Pay Range
USD $0.00 - USD $0.00 /Hr.
Bonus/Incentive Plan
Commercial Lending Incentive Plan
$75k-114k yearly est. 12d ago
Relationship Manager - Major Accounts (Bethlehem, PA, US, 18015)
UGI Corp 4.7
Relationship manager job in Bethlehem, PA
At UGI Utilities, Inc. we believe in providing a superior range of energy products and services to our customers in a safe, affordable manner. As our energy needs evolve, UGI will be there providing safe and reliable service that brings warmth and comfort to our 750,000 customers in 45 counties in Pennsylvania and 1 county in Maryland.
We strive to reflect the communities we serve by attracting and retaining top talent, while maintaining a diverse workforce that embraces our culture of safety, service, and integrity. As an employee of UGI Utilities, you can expect a competitive total compensation plan and comprehensive benefits. Employees work in a collaborative environment, have upward mobility opportunities, and the ability to enjoy a true work life balance.
To learn more about UGI's workplace culture, sustainability efforts, and commitment to inclusivity, we invite you to visit our UGI Corporate sustainability page.
Apply to UGI Utilities today to share in our mission and support countless neighbors, friends, and families in providing best-in-class products and services!
Job Summary
Profitably add new large commercial and industrial customers to the distribution system. Manage a portfolio of large contract customers with a focus on maintaining/increasing current sales and margins. Seek to increase margin opportunities by adding equipment to existing customer meters and taking advantage of new technologies such as combined heat and power (CHP) and compressed natural gas (CNG) for natural gas vehicles. Manage and coordinate large new business projects.
Duties and Responsibilities
* Seek and add new large commercial and industrial customers to the distribution system. Lead contract negotiations to ensure profitability and work with Engineering to manage the design and installation of large new business projects.
* Manage a portfolio of contract customers by being their primary contact for contract, rate, billing, and infrastructure discussions. Maximize sales and margins for these customers while minimizing fuel switching.
* Identify and obtain new margin opportunities using new technologies to increase sales. Seek opportunities to increase sales behind customer meters by converting equipment to natural gas.
* Establish and maintain relationships with key specifiers, including architects, engineers, contractors, developers, with the aim of securing gas projects. Become active in industry/professional organizations to develop relationships and be a technical resource.
* Coordinate interruption schedule with system planning. Clearly communicate interruptions to customers and update information in Gastar.
Knowledge, Skills and Abilities
* Knowledge of UGI's gas tariffs, transportation policies and billing for large customers.
* Knowledge of gas equipment, combustion, heath loss/gain, gas technologies and other general industry knowledge.
* Knowledge of UGI systems, including CIS, ECIS, Gastar, MLTS and DOJM.
* General knowledge of UGI Capital project authorization process, environmental issues, ROW, municipal/highway permitting and other construction-related knowledge.
* Well-organized with excellent analytical skills.
* Professional selling skills as desired, as is experience in technical energy-related sales or strong technical aptitude.
* Strong communication skills are a necessity.
Education and Experience
* Bachelor's degree in in business or engineering required and 2 years of related work experience; or a minimum of 7 years of work experience involving construction or sales related technical duties.
* Work experience in project management and related technical knowledge.
UGI Utilities, Inc is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.
Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with UGI policies.
As a federal contractor that engages in safety-sensitive work, UGI cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis.
$61k-77k yearly est. 60d+ ago
Business Relationship Manager
Donegal Insurance Group 4.3
Relationship manager job in Reading, PA
About the Role
Donegal Insurance Group has an opening for a Business RelationshipManager for the state of Pennsylvania, specifically handling a territory comprising of agencies in the Central and Eastern part of the State. As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system.
Responsibilities and Duties
Responsible for prospecting and appointment of agents in order to build a strong distribution channel.
Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company.
Effectively communicate Donegal Companies' corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship.
Provide personalized attention on sales calls to ensure optimum position within the Agency.
Effectively communicate with each agency on the types of commercial lines business we are interested in quoting.
Responsible for directing agents to utilize Donegal's WritePro and WriteBiz systems, and generating personal lines quote activity.
Will provide Commercial quotes to assist agents
Work closely with individual agents in order to generate new commercial lines business opportunities.
Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals.
Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed.
Facilitate at least two agency reviews each year with underwriting to review the agent's performance as compared to the established goals and implements correctives measures as needed.
Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services.
Routinely visit agents in assigned territory and prospect for quality agency appointments.
Qualifications and Skills
Bachelor degree or equivalent experience in marketing, business administration or related field
Minimum of 3 to 5 years of property and casualty insurance marketing experience
Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory
Strong commercial lines insurance experience and knowledge preferred
Ability to work independently and highly motivated
Continuing education and insurance designations highly preferred
Starting Pay: The pay range for this position is $90,000 to $120,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location.
The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Ongoing applications are being accepted.
To apply, please submit your resume and online application
Competitive Benefits Package
Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including:
Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date.
401(k) with the first 3% matched at 100%: the next 6% is matched at 50%
Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days
Career Development: Including college partnership discounts and industry designation(s) reimbursements
Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page.
Who We Are
Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name.
Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in:
Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA
, our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself:
By joining Donegal, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being
There when it matters most.™
.
Work Arrangement
With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are:
AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV
. (Please note, this list is subject to change without notice.)
E-Verify
Donegal Insurance Group participates in E-Verify in the following states:
Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah
. If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below:
Notice of E-Verify Participation Poster (English and Spanish)
Right to Work Poster (English and Spanish)
$90k-120k yearly Auto-Apply 4d ago
Business Relationship Area Manager Executive Director
JPMC
Relationship manager job in Warrington, PA
If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business RelationshipManager Area Manager is for you.
As an Area Manager in Business Banking, you'll lead a team of Business RelationshipManagers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.
Job responsibilities
Provide leadership, management, support, direction, and guidance to a team of Business RelationshipManagers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk managementManage performance of individual team members, holding all Business RelationshipManagers accountable for achieving business priorities with a focus on client experience and risk managementManage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
Coach and develop team on all aspects of managing a portfolio, including relationshipmanagement, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
Hold Business RelationshipManagers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
Minimum of 7 years' experience in a Business Banking RelationshipManagement role or related business lending experience; direct in-person contact required
Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
Strong communication skills with individuals at all levels, internally and externally
Analyze reports, metrics, and other data to identify trends, issues, and opportunities
Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
Balance needs of clients with associated risks and interests of the firm, and consistently use a disciplined process to manage time; use time strategically to balance long-term and day-to-day demands of management role
Travel occasionally for key business and leadership meetings and training
Preferred qualifications, capabilities, and skills:
Bachelor's degree in Finance or related field or equivalent work experience
Prior experience in managing a relationship development team
Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
$86k-127k yearly est. Auto-Apply 25d ago
Business Banking Relationship Manager- Allentown, PA
Bank of America 4.7
Relationship manager job in Allentown, PA
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:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
· Has proven success in consultative sales in financial services or in business-to-business sales
· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
· Is passionate about outside sales and enjoys spending time prospecting
· Wants to enhance existing relationships and exceed sales goals
· Can analyze financial conditions of clients and industry trends
· Can understand and interpret financial statements and cash flow analysis
· Has excellent communication skills and demonstrated leadership ability
· Enjoys partnering and negotiating with a team of bank employees to solve client issues
· Demonstrated management of a client portfolio with focus on relationship development and deepening
· Thorough knowledge of small business financial products and services
· Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management.
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
$65k-109k yearly est. Auto-Apply 60d+ ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorganchase 4.8
Relationship manager job in Reading, PA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$54k-87k yearly est. Auto-Apply 41d ago
Relief Account Manager
Keurig Dr Pepper 4.5
Relationship manager job in Easton, PA
**Relief Sales Manager for Greater Bethlehem, PA / Easton, PA / East Stroudsburg, PA, Phillipsburg, NJ and surrounding areas** **_Hiring Immediately_** The Relief Sales Manager is responsible for up-selling and fulfillment/replenishment, focusing on execution and merchandising. This person will be accountable for retention and penetration of large format customers by geography and handling on-premise customers. Supporting Keurig Dr Pepper brands like 7UP, Snapple, Core, Bai and other fan favorites to retail stores within the assigned territory.
**Shift and Schedule**
+ Full-time
+ Monday - Friday
+ 7:00 am until work is finished
+ Flexibility to work overtime as needed
**Position Responsibilities**
+ Sell Keurig Dr Pepper brands to maximize growth, share growth, distribution, and to obtain specific volume objectives by providing a seamless experience to customers in the absence of an Account Manager.
+ Contact key personnel in assigned accounts pre-selling products, promotions, displays, point-of sale material, beverage section revamps, and service requirements.
+ Develop and implement beverage shelf re-allocations designed to maximize the sales of Keurig Dr Pepper brands.
+ Participate in the installation of revamped beverage sections, displays and placement of point of sale material according to company merchandising standards.
+ Stock and merchandise Keurig Dr Pepper brands in the allocated beverage section, including racks and secondary displays.
+ Assist in the sale, placement, and changing of vendors in chain store accounts; check regularly for proper mechanical operation, cleanliness, selection and product availability.
+ Maintain accurate sales records for all assigned accounts, including special reports on promotional activity, competitive sales and space allocations.
+ Maintain adequate amounts of back stock in each account to ensure product availability for in-store stocking and merchandising.
**Total Rewards:**
+ Pay starting at $22.40 per hour. The employee will move to a higher rate of $23.59 per hour in the quarter after their 6 month anniversary.
+ Benefits, subject to eligibility, and collective bargaining agreements (where applicable): Medical, Dental, Vision, Disability, Paid Time Off (including vacation and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
**Requirements:**
+ 1 year of customer service experience in a retail environment or a sales position with accountability for sales targets/up-selling.
+ Ability to lift, push, and pull a minimum of 50 pounds repeatedly.
+ Possession of a valid driver's license.
+ Proof of vehicle insurance
+ Access to a dependable and reliable vehicle.
**Company Overview:**
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partners brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
$22.4-23.6 hourly 39d ago
Insurance- Personal Lines Client Manager
Patrick McNealis Insurance and Financial Group
Relationship manager job in Emmaus, PA
Job Description
Are you someone who genuinely enjoys helping others and making their day a little brighter? Highstreet Insurance is looking for a warm and organized individual to join our team in Emmaus, Pennsylvania, as an Insurance-Personal Lines Client Manager. We're not just selling insurance; we're building trusted relationships and providing peace of mind to our community. Imagine being the friendly voice on the phone, the helpful hand guiding clients through their policy needs, and the reliable presence ensuring everything runs smoothly. Youll be instrumental in fostering lasting connections with our clients, making sure they feel valued and well-cared for every step of the way. If you have a knack for customer service, a keen eye for detail, and a desire to grow within a supportive and positive environment, wed be thrilled to welcome you aboard. Come be a part of a team that truly cares!
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Retirement Plan
Responsibilities
Serve as the primary point of contact for our personal lines insurance clients, ensuring their needs are met with a positive and helpful demeanor.
Assist clients with policy inquiries, changes, and renewals, providing clear and accurate information.
Process policy endorsements, cancellations, and other administrative tasks efficiently.
Gather necessary information and documentation for new business applications and client updates.
Build and maintain strong, positive relationships with clients, fostering loyalty and satisfaction.
Collaborate with the sales team to ensure a seamless client experience from quoting to policy inception.
Stay informed about insurance regulations and company policies to provide up-to-date service.
Requirements
High school diploma or equivalent; Associate's or Bachelor's degree preferred.
Previous customer service or administrative experience.
Familiarity with insurance products and terminology is a plus.
Excellent verbal and written communication skills.
Strong organizational abilities and attention to detail.
P&C License Required
Ability to handle multiple tasks simultaneously in a busy office setting.
$76k-120k yearly est. 13d ago
Commercial Banker - Emerging Middle Market - Vice President
JPMC
Relationship manager job in Reading, PA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$53k-83k yearly est. Auto-Apply 41d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase 4.8
Relationship manager job in Reading, PA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
+ Five plus years lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
+ Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
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
How much does a relationship manager earn in Allentown, PA?
The average relationship manager in Allentown, PA earns between $57,000 and $122,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Allentown, PA
$83,000
What are the biggest employers of Relationship Managers in Allentown, PA?
The biggest employers of Relationship Managers in Allentown, PA are: