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Relationship manager jobs in Bethlehem, PA

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  • Account Manager

    Yellowstone Landscape 3.8company rating

    Relationship manager job in Nazareth, PA

    Do you love landscaping? Spending time outside marveling at nature's beauty surrounded by the smell of freshly cut grass? If you answered yes, then Yellowstone Landscape could be the place for you! As an Account Manager you'll feel right at home in your “field” office, always being on the go, checking in on your crews and meeting with clients to ensure that we're exceeding their expectations. There's no such thing as monotony here! At Yellowstone, we're always learning, changing and growing. Join our team as an Account Manager! Yellowstone Landscape is dedicated to excellence in commercial landscaping. As the largest privately-owned commercial landscaping company in the nation, we offer exciting career opportunities for Landscape Professionals across the United States. To learn more, please visit our website: **************************** . What You'll Do: Hire, train and develop maintenance crews to work efficiently and safely. Use the latest industry technology and applications to manage your team, schedule crews, calculate and track hours and keep to your budget. Serve as the main point of contact for your clients. Meet with them proactively and regularly while serving as a consultative subject matter expert. Use your creativity to design and propose enhancements to existing landscapes. Assist the sales team with winning new work to add to your book of business. Coordinate with other departments including Irrigation, Fert/Spray, Safety and the Field Support Team (aka our back office) to promote a seamless workflow. What We're Looking For: Bachelor's degree in Horticulture, Turfgrass or related major preferred. Associate degree or relevant experience will also be considered. Very rarely do we hire anybody into this role that doesn't have landscape experience. Plant knowledge is key. Someone who loves a challenge - Mother Nature, budgets, short staffed on a Monday morning - you know the drill! Ability to comfortably have conversations with people of all backgrounds. Interact with your crews, Board Presidents, and our senior management/CEO. Knowledge of Spanish is a plus. Why Join Yellowstone? Competitive pay; paid weekly Full group benefits package including health, dental, vision, 401k with a company match, paid time off and holiday pay Aggressive incentive plan Industry leading safety programs Company provided work shirts and safety gear Equipped with optimal and most professional equipment High profile customers, worksites and landscape results Opportunity to advance within one of the industry's fastest growing companies A company that values and appreciates YOU Become part of the team dedicated to Excellence in Commercial Landscaping!
    $54k-85k yearly est. 3d ago
  • Insurance Account Manager

    Avenica 3.8company rating

    Relationship manager job in Allentown, PA

    Commercial lines Account Manager Compensation: $80,000-$90,000 annually (DOE) + Incentive Opportunity Work Setup: Full-Time | In-Office Avenica partners with a well-established, independent insurance brokerage specializing in comprehensive commercial and personal insurance solutions. This organization is known for its integrity, stability, and commitment to delivering exceptional service to businesses of all sizes. This is an opportunity to join a respected, client-focused agency as a Commercial Lines Account Manager, where you will support a sophisticated book of business, strengthen client relationships, and provide guidance that empowers organizations to make informed risk management decisions. How You'll Drive Impact As a Commercial Lines Account Manager, you'll act as a trusted advisor-balancing technical expertise, operational excellence, and relationship management. You'll guide clients through coverage decisions, ensure accuracy across all policy activity, and contribute to a culture centered on service, collaboration, and continuous improvement. Key Responsibilities: Serve as the primary consultant for a high-profile, complex portfolio of commercial clients. Partner closely with Producers to coordinate coverage placements, prepare proposals, and participate in client meetings and presentations. Support new business development through proactive service and responsiveness to client needs. Build and maintain strong relationships with insurance carriers, TPAs, and internal teams. Manage customer files, billing, renewals, documentation, and claims processing within agency management systems. Review and analyze policy coverage to identify enhancements, risk-reduction strategies, and additional protection opportunities. Ensure all actions comply with laws, regulations, and agency standards. Collaborate cross-functionally to share insights and strengthen team performance. About You You're a seasoned commercial insurance professional who brings both technical knowledge and a genuine passion for client success. You thrive in a fast-paced environment, communicate with clarity, and take pride in simplifying complex coverage concepts for your clients. Qualifications: Active Pennsylvania Property & Casualty License (or ability to obtain). 5+ years of experience managing commercial accounts; experience with alternative risk or captive products is a plus. Strong understanding of commercial lines, coverage structures, and risk management. Excellent communication, client service, and relationship-building skills. High attention to detail with strong organizational and time-management abilities. Bachelor's degree or advanced insurance designation (CIC, CPCU, etc.) preferred. Why This Opportunity? This is a chance to join a stable, respected brokerage with a collaborative culture and a strong reputation in the region. You'll work with experienced professionals, serve meaningful client relationships, and grow your career in an environment that prioritizes development and service excellence. By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email. Equal Employment Opportunity Statement Avenica is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace where all individuals are respected and valued. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. We believe that diversity of backgrounds, perspectives, and experiences strengthens our team and drives innovation. We welcome applicants from all walks of life and encourage individuals from underrepresented groups to apply.
    $80k-90k yearly 14d 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 Relationship Manager 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 Relationship Manager 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 , 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 . Occasional night/weekend travel may be necessary. A valid state driver's license is . 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 8d ago
  • Relationship Managers - Lehigh Valley PA Markets

    Provident Bank 4.7company rating

    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
  • Commercial Relationship Manager

    Advanced Disaster Recovery

    Relationship manager job in Lehigh, PA

    Summary/objective The Commercial Relationship Manager 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. 60d+ ago
  • ESSA Bank, Commercial Relationship Manager

    Essa Bank 3.9company rating

    Relationship manager job in Allentown, PA

    The Commercial Relationship Manager 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 Relationship Management 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 Relationship Manager - 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. ****************************************************************************************************************
    $64k-94k yearly est. 60d+ ago
  • C & I Relationship Manager

    Penn Community Bank 4.0company rating

    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. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $64k-92k yearly est. Auto-Apply 4d ago
  • Client Engagement Manager - Accounting Services Consulting Firm

    Midatlantic Employers' Association

    Relationship manager job in Doylestown, PA

    Job Description Client Engagement Manager - Accounting Services Consulting Firm Employment Type: Full-time, Permanent About the Company Our client is a dynamic bookkeeping, accounting, tax, and consulting firm serving a diverse range of clients both onsite and virtually. The firm is committed to bridging the gap between traditional bookkeeping and business advisory, offering team members exposure to a wide variety of accounting tasks and industries. Position Summary The Client Engagement Manager, Accounting Services, oversees accounting operations, ensures financial accuracy, and manages multiple client accounts. This leadership role involves supervising a team, driving process improvements, and acting as a strategic advisor to clients. The ideal candidate is detail-oriented, experienced in accounting principles, and passionate about team development and client service. Key Responsibilities Serve as an advisor for a diverse client portfolio, identifying needs and creating tailored accounting solutions. Evaluate key account concerns and develop strategies to resolve issues using team expertise and technology. Lead and mentor a team of Staff Accountants, ensuring high-quality work and adherence to company standards. Act as the primary contact for internal and external stakeholders, ensuring prompt and effective client support. Collaborate with leadership to optimize processes and establish consistent operational practices. Complete ad hoc projects, including operational analysis, audit support, and client-focused initiatives. Financial Oversight & Reporting Manage financial reporting and month-end closing procedures for multiple clients. Support year-end financial reporting and ensure accurate, efficient book closures. Provide expert-level services such as bookkeeping, adjusting journal entries, financial statement preparation, cash-flow forecasting, and AP/AR services. Develop and improve financial reporting practices, ensuring compliance with tax regulations, audits, and internal controls. Qualifications Bachelor's degree in Accounting, Finance, or related field (required); CPA preferred. Minimum 10 years of accounting experience, with at least 2 years in a managerial role. Experience in a public accounting firm industry preferred. Ability to manage multiple clients and projects while meeting deadlines. Strong proficiency in Microsoft Office, especially Excel. Experience with QuickBooks Desktop and QuickBooks Online preferred; familiarity with other accounting systems is a plus. Demonstrated leadership, training, and team development skills. Excellent problem-solving, organizational, and communication abilities. Ability to work in a fast-paced environment.
    $93k-148k yearly est. 2d ago
  • Relationship Manager - Major Accounts (Bethlehem, PA, US, 18015)

    UGI Corp 4.7company rating

    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. 27d ago
  • Business Relationship Manager I- Officer

    JPMC

    Relationship manager job in Horsham, PA

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $85k-126k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager I - Officer

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Horsham, PA

    JobID: 210688167 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network
    $63k-94k yearly est. Auto-Apply 23d ago
  • Senior Small Business Banking Relationship Manager (LO)

    W.F. Young 3.5company rating

    Relationship manager job in Boyertown, PA

    About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 709 E Philadelphia Ave Boyertown, PA 19512 Posting End Date: 2 Jan 2026 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $87k-120k yearly est. Auto-Apply 13d ago
  • Senior Small Business Banking Relationship Manager (LO)

    Wells Fargo 4.6company rating

    Relationship manager job in Boyertown, PA

    **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers **in an assigned local** **market** by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at **wellsfargojobs.com.** **In this role, you will:** + Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios + Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially + Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk + Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals + Engage in prospect activities and employ contact strategies focused on generating new small business relationships + Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue + Strong knowledge of deposit and cash management products and services + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally + Ability to balances needs of clients with associated risks and interests of Wells Fargo + 3+ years of experience in business-to-business sales + Established network in the local market + Knowledge and understanding of financial services industry + Excellent verbal, written, and interpersonal communication skills + Intermediate Microsoft Office skills + A BS/BA degree or higher **Job Expectations:** + Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Posting Location:** + 709 E Philadelphia Ave Boyertown, PA 19512 **Posting End Date:** 2 Jan 2026 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **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. **Req Number:** R-501539
    $63k-107k yearly est. 51d ago
  • Account Manager

    SMX Staff Management

    Relationship manager job in Bethlehem, PA

    In the role of Account Manager II, you will be a leader at the center of the action. Responsible for overall site operations and managing a service team that consist of Account Supervisors and Recruiters. You will manage annual revenues between $1 million - $5 million, regularly following up with end-user clients, who work with our associates, and executive-level facility managers to ensure that all strategic goals and objectives are met. Location: Bethlehem, PA Potential Schedule: 3 PM -12 AM and Tue-Sat, but flexibility needed. Essential Job Functions * Manage and provide guidance to the service team's daily operations * Responsible for actively building and maintaining a strong client relationship * Responsible for coaching, training and developing service team members * Oversee recruiting efforts to ensure sufficient staff levels, to include the process of interviewing, hiring, orientation, and training * Provide guidance or manage associate performance * Oversee scheduling, attendance, and shift meetings * Payroll approval and processing * Trend analysis and financial forecasting * Develop and implement a safety program * Audit and regularly report on KPIs to ensure all policies are executed in accordance with federal and organizational regulations Education/Experience * High School diploma or GED required; bachelor's degree preferred * 3+ years' experience managing onsite teams * Highly effective personnel and process management skills and techniques * Proven skills and knowledge on training, coaching, and performance evaluation * Knowledge of MS Office software: Excel, Outlook, PowerPoint, and Word * Strong communication skills, both oral and written * Ability to solve complex problems, including finance * Strong interpersonal and customer service skills * Exceptional attention to detail Salary Range: $60,574 - $75,717 annually, depending on experience and geographic location. Please note that actual compensation offered may vary based on local pay requirements, and will meet or exceed state-specific minimum wage or salary thresholds. Benefits and Well-Being: We offer a competitive benefits package, including 6 paid holidays, 1 paid floating holiday and up to 20 days of Paid Time Off per year, Medical/Dental/Vision insurance, Company-matching 401(k) and Employee Stock Purchase Program, in addition to other programs and perks. More details about our benefits can be found here. TrueBlue, Inc. and its brands welcome and encourage applications from candidates with disabilities. Accommodations are available upon request for candidates taking part in the application or interview process. If you require disability-related accommodation during the application or interview process, please contact your Recruiter directly, Employee Relations at HR-Advice@trueblue.com, or 1-800-610-8920. TrueBlue, Inc. and its brands will consult with all applicants who request disability-related accommodation during the application or interview process to ensure that the accommodation provided takes into account the applicant's individual accessibility needs. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law. Staff Management | SMX, a TrueBlue company, is a leading staffing partner specializing in contingent workforce management for manufacturing, fulfillment, and distribution facilities. With over 35 years of experience, we connect tens of thousands of associates each year with meaningful positions across North America, offering flexible temporary, seasonal and direct placement opportunities. Our proven onsite staffing model and personalized recruitment services ensure that our clients receive skilled support while candidates find positions that match their goals. Staff Management | SMX is dedicated to creating impactful partnerships, prioritizing safety, compliance, and innovation to meet evolving workforce needs.
    $60.6k-75.7k yearly 26d ago
  • Account Manager - State Farm Agent Team Member

    Morgan R Sayre State Farm Agency

    Relationship manager job in Flemington, NJ

    Job Description Account Manager - State Farm Agent Team Member Full Time in Pennington, NJ Responsive recruiter Benefits License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTIONAs Account Manager - State Farm Agent Team Member for Morgan Sayre - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES Develop and maintain client relationships to drive retention and growth. Conduct policy reviews and provide recommendations to clients. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain, and sell policies to both cold and warm leads. QUALIFICATIONS Experience in insurance sales or account management preferred. Strong leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations. Compensation $50,000.00 - $155,000.00 per year #hc203167
    $50k-155k yearly 21d ago
  • Account Manager

    Securitas Inc.

    Relationship manager job in Lansdale, PA

    Wage: $65,520/ year Schedule: Monday - Friday, 9:00AM - 5:00PM Prior security leadership experience is highly desirable. We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and in society. The Account Manager position helps maintain a safe and secure environment for our clients by managing the security services and related operations provided to an assigned group of smaller accounts including client service and problem resolution, service enhancement and expansion, new business development, operational effectiveness, preparation of post orders, staffing, scheduling, supervision and training. We are driven by a clear corporate culture and purpose, which helps us live according to our values of Integrity, Vigilance, and Helpfulness. These values are at the heart of our culture, help define who we are and guide our actions. As an Account Manager you will be performing a variety of management functions for assigned accounts; while providing lead direction to Security Supervisors on requirements, priorities of work and coordinating any necessary needs of the site. If you have experience in positions like Operations Manager, Site Supervisor or Account Manager this role is a great fit for you. Are you interested in being part of our Team? * Apply quickly and efficiently online * Interview from the convenience of your own home * Weekly pay * Competitive benefits * Flexible schedules With over 80 years of protecting the things that matter, we've seen more than most. That's why Securitas is the partner of choice for companies and an employer of choice for candidates worldwide. See a different world. Securitas is committed to diversity, equity, inclusion and belonging in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristic. ##CAHP
    $65.5k yearly 47d ago
  • Business Relationship Manager Senior Acquisition- Vice President

    JPMC

    Relationship manager job in Horsham, PA

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $85k-126k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager Senior Acquisition- Vice President

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Horsham, PA

    JobID: 210670952 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $63k-94k yearly est. Auto-Apply 60d+ ago
  • Account Manager

    Yellowstone Landscape 3.8company rating

    Relationship manager job in Nazareth, PA

    Do you love landscaping? Spending time outside marveling at natures beauty surrounded by the smell of freshly cut grass? If you answered yes, then Yellowstone Landscape could be the place for you! As an Account Manager youll feel right at home in your field office, always being on the go, checking in on your crews and meeting with clients to ensure that were exceeding their expectations. Theres no such thing as monotony here! At Yellowstone, were always learning, changing and growing. Join our team as an Account Manager! Yellowstone Landscape is dedicated to excellence in commercial landscaping. As the largest privately-owned commercial landscaping company in the nation, we offer exciting career opportunities for Landscape Professionals across the United States. To learn more, please visit our website: **************************** . What You'll Do: Hire, train and develop maintenance crews to work efficiently and safely. Use the latest industry technology and applications to manage your team, schedule crews, calculate and track hours and keep to your budget. Serve as the main point of contact for your clients. Meet with them proactively and regularly while serving as a consultative subject matter expert. Use your creativity to design and propose enhancements to existing landscapes. Assist the sales team with winning new work to add to your book of business. Coordinate with other departments including Irrigation, Fert/Spray, Safety and the Field Support Team (aka our back office) to promote a seamless workflow. What We're Looking For: Bachelors degree in Horticulture, Turfgrass or related major preferred. Associate degree or relevant experience will also be considered. Very rarely do we hire anybody into this role that doesnt have landscape experience. Plant knowledge is key. Someone who loves a challenge - Mother Nature, budgets, short staffed on a Monday morning you know the drill! Ability to comfortably have conversations with people of all backgrounds. Interact with your crews, Board Presidents, and our senior management/CEO. Knowledge of Spanish is a plus. Why Join Yellowstone? Competitive pay; paid weekly Full group benefits package including health, dental, vision, 401k with a company match, paid time off and holiday pay Aggressive incentive plan Industry leading safety programs Company provided work shirts and safety gear Equipped with optimal and most professional equipment High profile customers, worksites and landscape results Opportunity to advance within one of the industrys fastest growing companies A company that values and appreciates YOU Become part of the team dedicated to Excellence in Commercial Landscaping! RequiredPreferredJob Industries Other
    $54k-85k yearly est. 60d+ ago
  • Senior Small Business Banking Relationship Manager (LO)

    Wells Fargo Bank 4.6company rating

    Relationship manager job in Boyertown, PA

    About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 709 E Philadelphia Ave Boyertown, PA 19512 Posting End Date: 2 Jan 2026 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $63k-107k yearly est. 48d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Bethlehem, PA?

The average relationship manager in Bethlehem, 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 Bethlehem, PA

$84,000

What are the biggest employers of Relationship Managers in Bethlehem, PA?

The biggest employers of Relationship Managers in Bethlehem, PA are:
  1. Covetrus
  2. ESSA Bank & Trust
  3. Provident Bank
  4. Covestro
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