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Relationship manager jobs in Boise, ID - 171 jobs

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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Boise, ID

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $40k-46k yearly est. 7d ago
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  • ACI Client Partner

    Tephra

    Relationship manager job in Boise, ID

    The Client Partner will be responsible for Strategic account planning to drive growth Responsibilities include The Client Partner will be responsible for Strategic account planning to drive growth Responsibilities include P&L ownership for assigned portfolio Cultivating executive relationships in the assigned account Identify and lead new business growth opportunities Manage complex workstreams end to end, and remain flexible on a dynamic account Serve as the escalation point for client-related issues, ensuring prompt and effective resolution Align services with strategic objectives Participating in Strategic Governance meetings Review engagement performance Travel as needed Skillsets: Experience in Managing CXO Connects and Non-CIO Relationships Understanding of Retail Domain - Merchandising, Supply Chain, Ecommerce Operations Experience in developing business proposals and make presentations to clients Associate must have 15+ years experience with minimum 2 years' experience as Client Partner with team size of 300+ FTE Experience in managing large BPS engagements for Retail would be preferred Proven track record in storytelling through data visualization, developing insight-backed hypotheses and driving learning plans to build compelling business cases and influence key decisions Experience collaborating, communicating, and influencing internal and external stakeholders, including cross-functional teams Understanding the client's business, industry, competition, company priorities and define success metrics and set goals for joint partnership objectives Capacity to gain mastery of our products and combine it with an understanding of our client's product/systems to drive long term big bet solutions with clients
    $94k-149k yearly est. 8d ago
  • Regional Trucking Manager- Caldwell, ID

    Simplot 4.4company rating

    Relationship manager job in Caldwell, ID

    The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture. Summary This role will provide supervision, coordination and disposition of the assets assigned to Simplot Transportation for a designated geographic region with moderate market complexity to ensure customer product movement needs are met and are consistent with Company standards for quality, cost and service. Develop markets in assigned geographic region. Develop internal and external pricing for services to be provided. Key Responsibilities Responsible for identifying and developing profitable market development opportunities. Responsible for sales, pricing and market analysis. Generate Intellectual Property for the company to provide technical insulation for the product portfolio or that can create an income stream through licensing. Responsible for managing compliance with all required business unit, company, and regulatory agency policies and procedures. Brings field department, Transportation staff and contractors together for pre-harvest safety, food safety training to include GAPP and GMP. Independently works with customers, other Simplot Transportation managers and contract transportation service providers. Responsible for maximizing fleet productivity to achieve lowest operating costs consistent with customer service requirements. Responsible for fleet maintenance operations or active interaction with 3rd party provider of maintenance, which may include purchase of spare parts, lubricants and other materials to meet work plans and assigned budget. Responsible for fuel acquisitions and negotiation of pricing for same. Responsible for rolling stock leases and maintenance to include what assets go where and how to extract the most benefit from the equipment. Responsible for handling freight claims, cargo loses and interaction with parties involved. Responsible for managing, organizing, recruiting and directing the supervisory, clerical, and hourly staff in assigned geographic region. This includes interviewing, hiring, training employees, as well as planning, assigning and directing work. Directs activities of salaried staff involved in fleet operations including the scheduling of all assets at the assigned terminals, including but not limited to over 125 types of commodities ranging from bulk to temperature sensitive products. Typical Education Bachelor's Degree (B.A. or B.S.) from 4 year college or university (preferred) Relevant Experience 8+ years related experience and/or training Required Certifications * CDL(preferred not required) Other Information Knowledge: Requires thorough understanding of fleet operations, regulatory requirements and profitability requirements. This is an experienced practitioner who has gained knowledge through progressively more responsible positions and a combination of education and experience. Has knowledge and experience to settle liability claims independently. Knowledge of legal, operational issues and federal motor carrier rules so that compliance is met with minimal oversight. Ability to evaluate alternative supply networks that optimize cost and service objectives. Knowledgeable of equipment specifications. Should have at least 8 years of management/supervisory experience. Skills: Ability to effectively communicate with a variety of employees/managers at all levels within the organization. Ability to effectively communicate with external customers and contractors. Excellent judgment, negotiation and decision-making skills. Ability to work within framework of goals established for the organization. Ability to work with minimal direction and to coordinate multiple needs, priorities and customers and to exhibit a variety of styles and methods to meet goals. Job Requisition ID: 23923 Travel Required: Less than 10% Location(s): GF Transportation Office - Caldwell Country: United States The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status.
    $76k-117k yearly est. 5d ago
  • Tax Client Manager

    Nichols Accounting Group PC

    Relationship manager job in Boise, ID

    Full-time Description Tax Client Manager Job Type: Full-time, Salary Exempt Who We Are At Nichols Accounting Group, we believe accounting is more than numbers - it's about people, purpose, and building legacies. Recognized as one of Idaho's Best Places to Work three years in a row, we care deeply about culture, work-life fulfillment, and yes - having a little fun along the way. Our Core Values Principled • Authentic • Intentional • Determined Our Mission To glorify God by using our knowledge, skills, and talents to develop our employees to be leaders assisting the business community in growing healthy, strong organizations. About the Role We are seeking a Tax Client Manager to join our growing Tax Department. In this role, you'll serve as a trusted advisor to a portfolio of clients, managing tax strategy, reviewing complex returns, and providing proactive consulting solutions. You'll also supervise and coach team members, ensuring high-quality deliverables and supporting their professional growth. What You'll Do Serve as the primary contact for client communication, consulting projects, and tax returns Review and approve client deliverables (tax returns, financial statements, and advisory projects) Manage client onboarding, billings, contracts, and engagement deadlines Provide proactive solutions for tax planning, risk mitigation, and business consulting Supervise, coach, and develop team members; provide oversight and distribute workload effectively Assist with IRS/state tax notice resolution and audit defense Collaborate with leadership to improve systems, expand services, and grow opportunities Contribute to firm advancement through leadership, training, and innovation What We're Looking For CPA license required Minimum of 5 years of progressive tax experience, preferably in public accounting Strong technical knowledge across individual, business, and multi-entity structures Supervisory or leadership experience with demonstrated ability to mentor others Excellent communication skills with a client-first mindset Proactive, self-starting, organized, and committed to delivering results with integrity Why Join Nichols? Recipient of Idaho's Best Place to Work the past 3 years Salary range $75K - $175K annually, varying DOE. Paid Time Off Benefits Holidays 3 weeks PTO Compensatory Time Off (CTO) Parental & Maternity Leave Comprehensive Medical, Dental, and Vision. Plus, Life, STD & LTD and more. 401K & Safe Harbor Flexible Schedules, Reduced Summer Fridays Performance options (CTO) Paid CPE and CPA exam support Target Hours of 1350 Benefits are available to full-time employees regularly scheduled to work at least 25 hours per week. Direct access to senior leadership. Firm-sponsored events and team activities, camping trips, holiday parties, and more Ready to Apply? If you're ready to combine your technical expertise with leadership and mentorship, and you want to be part of a firm that values both performance and people, we'd love to hear from you. Apply today and help us build healthy, strong organizations that leave a lasting legacy. Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, or any other characteristic protected by federal, state, or local laws. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Salary Description $75,000+ $175,000
    $75k-175k yearly 4d ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Boise, ID

    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Boise, ID Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family. Ready to build something that's yours-forever? At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally). This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever. What You'll Do Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory Develop a book of business through new client acquisition Manage and grow the accounts you open-these are yours to keep Offer solutions with our products in packaging, automation, janitorial, safety, and beyond Represent the Ernest brand with professionalism and personality What You'll Get Uncapped earnings: Base salary + commission + bonuses + car allowance Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best. Benefits: Medical, dental, vision, 401(k), PTO Culture that clicks: Fun, supportive, driven-we root for each other Legacy with lift: 79+ years of innovation, and we're still growing What We're Looking For Passion for sales and relationship-building Previous experience in outside sales Hunter mentality with a knack for face-to-face engagement Resilience, positivity, and an entrepreneurial gritty spirit We're not your typical company and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest. Wanna see what makes us awesome? Hit play on our latest videos: Newest Company Video with Keanu Reeves! Watch us make a cardboard skateboard with Tony Hawk! Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
    $70k-114k yearly est. Auto-Apply 60d+ ago
  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in Boise, ID

    Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
    $136k-170k yearly 34d ago
  • ACI Client Partner

    Tata Consulting Services 4.3company rating

    Relationship manager job in Boise, ID

    The Client Partner will be responsible for Strategic account planning to drive growth Responsibilities include The Client Partner will be responsible for Strategic account planning to drive growth Responsibilities include * P&L ownership for assigned portfolio * Cultivating executive relationships in the assigned account * Identify and lead new business growth opportunities * Manage complex workstreams end to end, and remain flexible on a dynamic account * Serve as the escalation point for client-related issues, ensuring prompt and effective resolution * Align services with strategic objectives * Participating in Strategic Governance meetings * Review engagement performance * Travel as needed Skillsets: * Experience in Managing CXO Connects and Non-CIO Relationships * Understanding of Retail Domain - Merchandising, Supply Chain, Ecommerce Operations * Experience in developing business proposals and make presentations to clients * Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred * Proven track record in storytelling through data visualization, developing insight-backed hypotheses and driving learning plans to build compelling business cases and influence key decisions * Experience collaborating, communicating, and influencing internal and external stakeholders, including cross-functional teams * Understanding the client's business, industry, competition, company priorities and define success metrics and set goals for joint partnership objectives * Capacity to gain mastery of our products and combine it with an understanding of our client's product/systems to drive long term big bet solutions with clients Salary Range: $147,000-$203,000 a year #LI-MM6
    $147k-203k yearly 21d ago
  • SBA Relationship Manager

    Northwest Bank 4.8company rating

    Relationship manager job in Boise, ID

    Originate loans and offer products and services to business and professional clientele. Establishes, develops and retains customer relationships through referrals and business development. Responsible for development and maintenance of a loan portfolio and providing high quality, value-added client service. Requirements Essential Duties & Responsibilities Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards Take time to understand applicant's business/management Provide timely and responsive customer service Provide applicant bank products and services that enhance business success Accept credit applications; interview loan applicants Understand SBA Standard Operating Procedures (SOP's), including origination, servicing and liquidation Review applications and credit histories Review and analyze credit reports and financial information Evaluate existing and projected company cash flow Determine value of collateral; through review of appraisal, valuations, business financials, etc. Respond to inquiries regarding business and consumer lending and other Bank products Recommend approval or rejection of credit applications within bank and SBA Criteria Maintain existing customer relationships; develop and expand new customer relationships Prepare detailed, complete, loan presentations (Credit Memos) for new credit applications, modifications and renewal requests Monitor loans through periodic reviews and documentation in conjunction with SBA Portfolio Manager and/or as requested Perform credit checks and site inspections as requested Review maturing loans, loan extensions and construction draws Collect past due accounts and/or support SBA Operations Officer in the collection of accounts Oversee loan documentation and processing including review and negotiation Properly maintain credit files including file memos updating the status of the client relationship Keep up to date on government guaranteed lending requirements Maintain knowledge of and compliance with banking regulations Be knowledgeable of and promote all bank products and services through the referral to bank partners Understand all internal Bank policies Perform other duties as assigned Ability to utilize technology to communicate effectively Required Qualifications Bachelor's degree in Finance, business or other relevant area; or equivalent work experience. 5 years' experience in government guaranteed lending Proven business development skills Preferred Qualifications Thorough knowledge of credit services and other banking services Thorough knowledge of lending policies and procedures Thorough knowledge of business cash flow Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software. Effective oral and written communication skills
    $73k-103k yearly est. 60d+ ago
  • Client Relationship Manager I

    Truckstop

    Relationship manager job in Boise, ID

    At Truckstop, we have transformed the entire freight-moving lifecycle with our SaaS solutions. From freight matching to payments and everything in between, we are the trusted partner for carriers, brokers, and shippers alike. We lead this industry forward with our One Team mindset committing to principles such as assume positive intent, have each other's back, and be your authentic self. Our drive for greatness produces high expectations, yet our regard for humans is even higher. Join a team of brilliant minds and generous hearts who care deeply about other's success. Job Title: Client Relationship Manager I Position Summary: The Client Relationship Manager I is considered the front-line ambassador, serving as the primary point of contact for clients. In this role, your primary focus will be on building strong client relationships, identifying and solving root causes of recurring issues, and collaborating with cross-functional teams to improve our products and services. You will have the opportunity to work directly with company executives and their finance departments. Essential Job Functions: Client communication via email and chat, Positive, proactive and open communications with customers using established channels. Provide information to customers by verifying their request; answering questions; and aiding assistance. Responding to moderately complex client queries Find a satisfactory solution to a given problem using standard operating procedures. Resolve basic product or service problems by clarifying the customer's concerns and determine the cause of the problem; select and explain the best solution to solve the problem; expedite correction or adjustment; follow up as needed to ensure resolution. Onboard new clients providing excellent customer service and making them feel welcome. Collaborate with the product team to improve client experience and automation opportunities. Build and nurture relationships with diverse clients, understanding their unique needs and contributing to their success. Learning to work with client data to derive insights, using data to proactively address potential issues and drive better outcomes for our clients and the business. Document account information to track daily/monthly trends. Position Requirements: High school diploma or equivalent, bachelor's degree preferred Proficient in Microsoft Office (Outlook, Excel, Word) and use of office equipment A minimum of two or more years of experience in a similar role is preferred Capabilities: Ability to become familiar with company products and navigate systems in a reasonable amount of time. Ability to learn client service capabilities and norms. Effective and strong communication skills both verbally and in writing Exceptional customer service skills with the ability to seek to understand and problem solve Ability to understand, problem solve and respond to customers' needs in a timely manner Displays meticulous attention to detail Demonstrated ability to communicate with business owners and finance professionals Ability to multi-task, prioritize work and manage own time to meet department goals and deadlines Ability to maintain collaborative effective working relationships within all areas of the company Support a team environment, focused on the greater good and eager to pitch in to help when needed Displays a proactive approach utilizing initiative, and great follow through skills The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or completed by the partner. FLSA Status: Non-Exempt Physical Demands: Minimum physical exertion. While performing the duties of this position, the employee is frequently required to sit, communicate, reach and manipulate objects, tools or controls. The position requires mobility. Duties involve moving materials weighing up to 5 pounds on a regular basis. Manual dexterity and coordination are over 75% of the work period while operating equipment such as computer keyboard and mouse. Work Environment: The working conditions will vary between an office environment and a remote home environment. The ideal protected indoor work environment is a clean, non-hazardous work area. The noise level in the work environment is typical of most office or remote home environments with telephones, personal interruptions, and background noises. EEO Statement: Truckstop.com provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. At Truckstop we are dedicated to creating a workplace that is equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for commission based on meeting monthly targets. Final salary is based on a number of factors including market location, job-related knowledge, education/training, certifications, key skills, experience, internal peer equity as well as business considerations. The anticipated base pay range for this position is:$48,000-$60,000 USD The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or is completed by the employee. Truckstop provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Truckstop participates in the E-Verify program. Learn more about the E-Verify program here: ************************* Truckstop Privacy Policy
    $48k-60k yearly Auto-Apply 12d ago
  • Relationship Manager I

    Sunwest Bank 4.1company rating

    Relationship manager job in Boise, ID

    id="is Pasted"> With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated
    $60k-82k yearly est. Auto-Apply 60d+ ago
  • Commercial Banker II

    Idaho First Bank 3.6company rating

    Relationship manager job in Boise, ID

    Full-time Description The Commercial Banker II is responsible for soliciting, negotiating, underwriting and coordinating the closing of difficult commercial purpose loans, including but not limited to equipment, SBA, commercial construction and other business-oriented loans in compliance with the Bank's lending policies and procedures. This position is responsible for a loan portfolio of over $25 million, and a combined portfolio (loan and deposits) over $50 million. They are responsible for developing most of their own business deposit relationships with customers and promote business for the Bank by maintaining strong customer relations and referring customers to appropriate departments for additional services. The position of Commercial Banker II meets personal, regional, and Bank goals, through active management of existing relationships and sales development efforts. Typically works on loans with complex loan structures. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Functions: Actively manages and grows a portfolio of commercial relationships with the overall objective of maintaining asset quality and maximizing profitability. Negotiates, underwrites and processes renewals of credit facilities. Reviews NSF and overdraft reports for customers within their portfolio; approves or declines such exceptions within established lending limits. The Commercial Banker II calls on potential or existing customers to develop new business and retain or increase existing business. Portfolio is typically grown by generating their own leads. Analyzes financial information and prepares credit memorandums with limited support. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends, including SBA opportunities. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds with applicants to resolve questions regarding information and/or structuring. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and ongoing communication. Gathers and analyzes all information necessary to approve a financing request; meets with existing or potential customers; visit customer sites; negotiates loan terms and conditions; approves loans within established lending limits or refers and recommends acceptance to the Chief Credit Officer or Loan Committee. Negotiates prospect loan pricing and structure with input from manager or Sr. Management. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, and Adverse Action letters. Assesses credit risk and assigns risk rating for loans in portfolio. Will act as a liaison between customer and management team when difficulty with loan repayment is identified. Represents the Bank in various community, civic, and community functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Identifies cross sale opportunities of the Bank's other products and services, is able to explain the benefits to the client and facilitates the implementation of the products for the client. May provide training and mentorship to other lenders. Processes, solves, and answers complex customer transactions, problems or inquiries. Skills: Ability to analyze and interpret complex financial statements and tax returns. Advanced sales and negotiating skills. Strong written and verbal communication skills and the ability to develop and maintain strong customer and internal relationships. Knowledge of branch operation procedures, bank products and services. Advanced math skills: ability to calculate interest, loan payments, commissions, proportions, and percentages; balance accounts and recognize mathematical errors. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Requirements Bachelor's degree (BA) in Business or Finance and significant work experience in a commercial banking position; or the equivalent combination of education and experience in a related field. Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. Advanced experience, knowledge, and training in all commercial lending activities. Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies. About IFB Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend and Hailey. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at ********************** Equal Opportunity Employer Salary Description $100,000 - $151,000
    $52k-67k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition-Vice President

    JPMC

    Relationship manager job in Boise, ID

    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
    $69k-104k yearly est. Auto-Apply 41d ago
  • Business Relationship Manager Senior Acquisition-Vice President

    Jpmorganchase 4.8company rating

    Relationship manager job in Boise, ID

    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
    $67k-98k yearly est. Auto-Apply 40d ago
  • Account Manager

    Blackhawk Industrial Operating Co 4.1company rating

    Relationship manager job in Meridian, ID

    WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. *Total Targeted Compensation* *Salary + Commisson = $50,000 to $75,000* SUMMARY: The Account Manager is responsible for managing existing and new customer relationships to meet and/or exceed company sales revenue and profit objectives. ESSENTIAL COMPETENCIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with Core Behaviors Responsible for promoting culture of safety Manage new and existing customer relationships Maintains a thorough knowledge of products Presents products to customer Follows through with customer to ensure satisfaction Identifies and prioritizes all existing and prospective customers within his/her territory and keeps mailing list current. Studies product information, attends seminars, supervises tests of products Attends and contributes to company sales meetings and technical sessions. Provides customers with all literature and promotional materials they need to enhance their productivity. Provides the General Manager with information from the market regarding trends, new products, market share in existing and potential accounts. Proactively solve problems for customers Build and sustain positive customer relationships Provide and coordinate technical support as needed Support and expand onsite sales and service Communicate customer and market issues to company management Perform other duties as assigned Perform all work in accordance to ISO processes and procedures QUALIFICATIONS: High levels of product knowledge Excellent written and verbal communication skills Excellent interpersonal skills Competent with the use of computer software specific to the operation SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. May provide indirect supervisory input. EDUCATION and/or EXPERIENCE: High School diploma required Bachelor's degree in a related field preferred 2-5 years' experience in a similar position required in Industrial Sales Previous sales or customer service experience preferred CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Eye protection, ear protection, and as required by customer, steel-toed shoes and head protection. BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
    $50k-75k yearly Auto-Apply 60d+ ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Meridian, ID

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $40k-46k yearly est. 7d ago
  • Commercial Banking - Relationship Manager

    Northwest Bank 4.8company rating

    Relationship manager job in Boise, ID

    Full-time Description Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah, and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customers in finding creative financial solutions that work. To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and lead the whole team to deliver successful financial solutions. Job Overview The Relationship Manager (RM) leads the development and maintenance of a loan portfolio, leveraging deep banking experience to ensure customer satisfaction. They are a master at identifying customer needs, analyzing financial data, and creating original financial solutions meeting the client's goals. They create new business by developing trusted customer relationships which nurture referrals, and engaging persistently in business development. They are a team leader, working across internal organizations to help others perform their role effectively and to the client's benefit. Requirements Essential Duties & Responsibilities Being a Relationship Manager means providing the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's mission, vision, core values and customer service standards. Do you have the experience and know-how to creatively develop and expand customer relationships? Take the time to understand the client's business, industry and leadership Clearly identify financial outcomes that enhance the client's success Develop financial solutions that are creative, sound and effective. Ensure every deal is executed with high quality, quickly and fairly: Interview potential clients and accept credit applications Review applications and credit histories Review and analyze credit reports and financial information Evaluate existing and projected company cash flow Determine value of collateral; review independent appraisal reports Approve or reject credit applications within bank standards Prepare detailed loan presentations on new credit applications Monitor loan documentation and processing Frequently engage with customers, persistently assess client needs and offer solutions Identify potential gaps in service and products, and communicate internally to identify opportunities for growth as well as competitive differentiation Communicate with bank management about overall portfolio health, opportunity for growth, retention risks Follow through on agreements by monitoring loans through periodic reviews and documentation Review maturing loans, loan extensions and construction draws Resolve customer payment issues Properly maintain credit files including file memos updating the status of the client relationship Work proactively and independently to develop new sources of businesses Leverage market insight to target and engage potential customers Respond to inquiries regarding business and consumer credit and deposit products Effectively represent Northwest Bank products and solutions. Minimum Qualifications Relevant undergraduate degree or equivalent experience Minimum 5 years of experience in commercial lending Proven business development skills Thorough knowledge of credit services and other banking services Thorough knowledge of lending policies and procedures Thorough knowledge of business cash flow Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software Effective oral and written communication skills
    $73k-103k yearly est. 60d+ ago
  • Tax Client Manager

    Nichols Accounting Group PC

    Relationship manager job in Nampa, ID

    Full-time Description Tax Client Manager Job Type: Full-time, Salary Exempt Who We Are At Nichols Accounting Group, we believe accounting is more than numbers - it's about people, purpose, and building legacies. Recognized as one of Idaho's Best Places to Work three years in a row, we care deeply about culture, work-life fulfillment, and yes - having a little fun along the way. Our Core Values Principled • Authentic • Intentional • Determined Our Mission To glorify God by using our knowledge, skills, and talents to develop our employees to be leaders assisting the business community in growing healthy, strong organizations. About the Role We are seeking a Tax Client Manager to join our growing Tax Department. In this role, you'll serve as a trusted advisor to a portfolio of clients, managing tax strategy, reviewing complex returns, and providing proactive consulting solutions. You'll also supervise and coach team members, ensuring high-quality deliverables and supporting their professional growth. What You'll Do Serve as the primary contact for client communication, consulting projects, and tax returns Review and approve client deliverables (tax returns, financial statements, and advisory projects) Manage client onboarding, billings, contracts, and engagement deadlines Provide proactive solutions for tax planning, risk mitigation, and business consulting Supervise, coach, and develop team members; provide oversight and distribute workload effectively Assist with IRS/state tax notice resolution and audit defense Collaborate with leadership to improve systems, expand services, and grow opportunities Contribute to firm advancement through leadership, training, and innovation What We're Looking For CPA license required Minimum of 5 years of progressive tax experience, preferably in public accounting Strong technical knowledge across individual, business, and multi-entity structures Supervisory or leadership experience with demonstrated ability to mentor others Excellent communication skills with a client-first mindset Proactive, self-starting, organized, and committed to delivering results with integrity Why Join Nichols? Recipient of Idaho's Best Place to Work the past 3 years Salary range $75K - $175K annually, varying DOE. Paid Time Off Benefits Holidays 3 weeks PTO Compensatory Time Off (CTO) Parental & Maternity Leave Comprehensive Medical, Dental, and Vision. Plus, Life, STD & LTD and more. 401K & Safe Harbor Flexible Schedules, Reduced Summer Fridays Performance options (CTO) Paid CPE and CPA exam support Target Hours of 1350 Benefits are available to full-time employees regularly scheduled to work at least 25 hours per week. Direct access to senior leadership. Firm-sponsored events and team activities, camping trips, holiday parties, and more Ready to Apply? If you're ready to combine your technical expertise with leadership and mentorship, and you want to be part of a firm that values both performance and people, we'd love to hear from you. Apply today and help us build healthy, strong organizations that leave a lasting legacy. Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, or any other characteristic protected by federal, state, or local laws. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Salary Description $75,000+ $175,000
    $75k-175k yearly 4d ago
  • Client Relationship Manager I

    Truckstop

    Relationship manager job in Boise, ID

    Job Description At Truckstop, we have transformed the entire freight-moving lifecycle with our SaaS solutions. From freight matching to payments and everything in between, we are the trusted partner for carriers, brokers, and shippers alike. We lead this industry forward with our One Team mindset committing to principles such as assume positive intent, have each other's back, and be your authentic self. Our drive for greatness produces high expectations, yet our regard for humans is even higher. Join a team of brilliant minds and generous hearts who care deeply about other's success. Job Title: Client Relationship Manager I Position Summary: The Client Relationship Manager I is considered the front-line ambassador, serving as the primary point of contact for clients. In this role, your primary focus will be on building strong client relationships, identifying and solving root causes of recurring issues, and collaborating with cross-functional teams to improve our products and services. You will have the opportunity to work directly with company executives and their finance departments. Essential Job Functions: Client communication via email and chat, Positive, proactive and open communications with customers using established channels. Provide information to customers by verifying their request; answering questions; and aiding assistance. Responding to moderately complex client queries Find a satisfactory solution to a given problem using standard operating procedures. Resolve basic product or service problems by clarifying the customer's concerns and determine the cause of the problem; select and explain the best solution to solve the problem; expedite correction or adjustment; follow up as needed to ensure resolution. Onboard new clients providing excellent customer service and making them feel welcome. Collaborate with the product team to improve client experience and automation opportunities. Build and nurture relationships with diverse clients, understanding their unique needs and contributing to their success. Learning to work with client data to derive insights, using data to proactively address potential issues and drive better outcomes for our clients and the business. Document account information to track daily/monthly trends. Position Requirements: High school diploma or equivalent, bachelor's degree preferred Proficient in Microsoft Office (Outlook, Excel, Word) and use of office equipment A minimum of two or more years of experience in a similar role is preferred Capabilities: Ability to become familiar with company products and navigate systems in a reasonable amount of time. Ability to learn client service capabilities and norms. Effective and strong communication skills both verbally and in writing Exceptional customer service skills with the ability to seek to understand and problem solve Ability to understand, problem solve and respond to customers' needs in a timely manner Displays meticulous attention to detail Demonstrated ability to communicate with business owners and finance professionals Ability to multi-task, prioritize work and manage own time to meet department goals and deadlines Ability to maintain collaborative effective working relationships within all areas of the company Support a team environment, focused on the greater good and eager to pitch in to help when needed Displays a proactive approach utilizing initiative, and great follow through skills The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or completed by the partner. FLSA Status: Non-Exempt Physical Demands: Minimum physical exertion. While performing the duties of this position, the employee is frequently required to sit, communicate, reach and manipulate objects, tools or controls. The position requires mobility. Duties involve moving materials weighing up to 5 pounds on a regular basis. Manual dexterity and coordination are required over 75% of the work period while operating equipment such as computer keyboard and mouse. Work Environment: The working conditions will vary between an office environment and a remote home environment. The ideal protected indoor work environment is a clean, non-hazardous work area. The noise level in the work environment is typical of most office or remote home environments with telephones, personal interruptions, and background noises. EEO Statement: Truckstop.com provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. At Truckstop we are dedicated to creating a workplace that is equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for commission based on meeting monthly targets. Final salary is based on a number of factors including market location, job-related knowledge, education/training, certifications, key skills, experience, internal peer equity as well as business considerations. The anticipated base pay range for this position is:$48,000-$60,000 USD The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or is completed by the employee. Truckstop provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Truckstop participates in the E-Verify program. Learn more about the E-Verify program here: ************************* Truckstop Privacy Policy
    $48k-60k yearly 13d ago
  • Business Relationship Manager Senior Acquisition-Vice President

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Boise, ID

    JobID: 210695359 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
    $67k-98k yearly est. Auto-Apply 40d ago
  • Account Manager

    Blackhawk Industrial Operating Co 4.1company rating

    Relationship manager job in Meridian, ID

    Job Description WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. *Total Targeted Compensation* *Salary + Commisson = $50,000 to $75,000* SUMMARY: The Account Manager is responsible for managing existing and new customer relationships to meet and/or exceed company sales revenue and profit objectives. ESSENTIAL COMPETENCIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with Core Behaviors Responsible for promoting culture of safety Manage new and existing customer relationships Maintains a thorough knowledge of products Presents products to customer Follows through with customer to ensure satisfaction Identifies and prioritizes all existing and prospective customers within his/her territory and keeps mailing list current. Studies product information, attends seminars, supervises tests of products Attends and contributes to company sales meetings and technical sessions. Provides customers with all literature and promotional materials they need to enhance their productivity. Provides the General Manager with information from the market regarding trends, new products, market share in existing and potential accounts. Proactively solve problems for customers Build and sustain positive customer relationships Provide and coordinate technical support as needed Support and expand onsite sales and service Communicate customer and market issues to company management Perform other duties as assigned Perform all work in accordance to ISO processes and procedures QUALIFICATIONS: High levels of product knowledge Excellent written and verbal communication skills Excellent interpersonal skills Competent with the use of computer software specific to the operation SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. May provide indirect supervisory input. EDUCATION and/or EXPERIENCE: High School diploma required Bachelor's degree in a related field preferred 2-5 years' experience in a similar position required in Industrial Sales Previous sales or customer service experience preferred CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Eye protection, ear protection, and as required by customer, steel-toed shoes and head protection. BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
    $50k-75k yearly 3d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Boise, ID?

The average relationship manager in Boise, ID earns between $56,000 and $133,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Boise, ID

$86,000

What are the biggest employers of Relationship Managers in Boise, ID?

The biggest employers of Relationship Managers in Boise, ID are:
  1. Northwest Bank
  2. Sunwest Bank
  3. US Pharma Lab
  4. First Interstate BancSystem
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