Relationship manager jobs in Boise, ID - 172 jobs

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

Our partner, Adair Homes is seeking a Regional Sales Manager position to oversee and grow multiple branches across the Pacific Northwest. The Regional Sales Manager partners closely with Regional Construction and Purchasing leaders to drive revenue growth, margin performance, and exceptional customer experience. The RSM owns the regional sales strategy, develops high-performing sales teams, and ensures branches consistently meet or exceed sales, profitability, and KPI targets. About Adair: Adair Homes has been building dream homes across the country for the last 55 years. In that time, they've helped more than 23,000 families achieve their dream of home ownership, and they take pride in making sure their customers find the perfect home that not only fits their lifestyle but also fits their budget. Responsibilities Lead regional and branch-level sales performance against revenue, margin, customer experience, and profitability targets Develop and execute sales goals and initiatives as part of the Annual Business Plan Forecast lead volume and traffic needed to achieve regional sales targets Monitor market conditions, competition, threats, and partnership opportunities within the region Recruit, hire, train, and manage Homeownership Counselors (HOCs) across the region Lead weekly regional sales training meetings and maintain performance plans Foster a results-oriented culture aligned with company values Partner with regional leaders to align sales, construction, purchasing, and marketing strategies Collaborate with Marketing to maximize ROI on regional marketing investments Support market expansion efforts, new communities, and product/floor plan recommendations. Occasional travel to regional offices (25%) Qualifications Proven experience leading multi-location or regional sales teams Strong track record of meeting or exceeding sales, margin, and profitability goals Hands-on sales leadership experience with coaching, forecasting, and pipeline management Strategic mindset with strong market analysis and business planning skills Ability to collaborate cross-functionally with operations, marketing, and executive leadership Comfortable with frequent regional travel and on-site branch leadership Experience working within structured operating systems (EOS experience a plus) Strong communication, accountability, and execution skills

In Fall 2024, Post Insurance joined forces with The Partners Group - a partnership built on shared principles and like-minded values (read more about it here). Find your place at Post Insurance, a member of The Partners Group, a purpose-driven company committed to making a difference in our community?through our work and inspiring others to do the same. As one of the top independent insurance agencies in the area, Post Insurance, now a member of The Partners Group, is excited to continue providing first-class service to clients, partners, and the communities that we serve. Our shared success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many Employer of Choice awards to list? Let's work together! Post Insurance and The Partners Group currently have an exceptional opportunity for a commercial insurance account professional to join our team in Meridian, ID. How you will have an impact at Post Insurance and TPG: As a Commercial Account Manager, you'll play a key role in supporting our Producers and delivering high-quality service to our Commercial Lines clients. You'll manage a dedicated book of business, build trusted client relationships, and ensure service commitments are met with accuracy, efficiency, and professionalism. Your experience and judgment will directly contribute to client retention, team success, and the overall growth of our organization. A typical day in this role: Serve as the primary day-to-day contact for assigned commercial clients, responding to service needs and resolving issues in a timely manner Manage renewals and marketing efforts, including reviewing quotes, comparing coverage, ordering loss runs, and preparing proposals and binders applications. Support Producers by providing technical expertise, identifying exposures, and recommending appropriate insurance solutions. Process endorsements, audits, invoicing, certificates, bonds, and policy changes with attention to detail and accuracy Prepare for and participate in client service meetings (monthly, quarterly, annually) as needed Maintain accurate, paperless client documentation within the agency management system. Key details Location: Meridian, ID, with hybrid work opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $60,000 - 80,000 annually, DOE Physical Requirements: Ability to sit for long periods of time, communicate verbally and in writing, and handle extended screen time Travel: Minimal, as business needs require What you'll bring to the table Active Property & Casualty Insurance License (required) 3-7+ years of experience in a Commercial Account Manager or similar commercial insurance service role, preferably within an agency setting Strong knowledge of commercial insurance coverages, policies, and service workflows Experience managing a book of commercial clients and supporting Producers in an agency environment Excellent written and verbal communication skills, with the ability to explain complex information clearly High level of organization, accountability, and attention to detail Proficiency in Microsoft Office Suite (Word, Excel) and comfort in navigating carrier portals and systems What will make you really stand out Experience supporting accounts in industries such as construction, manufacturing, or other specialized commercial sectors Familiarity with AMS360 or similar agency management systems Professional insurance designations (CPCU, CIC, ARM, etc.) A collaborative, team-oriented mindset paired with the ability to work independently A positive, curious, and client-focused approach to problem-solving Why join The Partners Group? At TPG, you'll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes: A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities Ongoing support & development, including Continuing Education and encouragement toward professional designations A hybrid work schedule that supports flexibility while maintaining strong team connection Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day Commitment To Diversity TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees can achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements. Apply Today If this sounds like the right fit for your skills and experience, we'd love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us! Please note: Direct applicants only. We are not accepting resumes or inquiries from external recruiters or staffing agencies. The Partners Group provides equal employment opportunities to all employees and applicants for employment. TPG 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.

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!

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 (******************************************************************************************************* . 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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? A values-driven firm with a mission bigger than numbers: To glorify God by using our knowledge, skills, and talents to develop employees into leaders who help the business community grow healthy, strong organizations. A culture consistently recognized as a Best Place to Work Opportunities for professional advancement (CPA exam support to help you succeed on the path to licensure) Leadership development including mentorship and career development programs Competitive compensation and flexibility for work-life balance emphasizing on family Comprehensive benefits including medical, dental, vision coverage, life and disability insurance, 401(k) retirement savings plan, paid time off, holidays, maternity leave, parental leave, and compensatory time off Benefits are available to full-time employees regularly scheduled to work at least 25 hours per week. Direct access to senior leadership and the chance to make a meaningful impact on both clients and your team 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.

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

Job DescriptionDescription: 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

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

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

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

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

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

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.

In Fall 2024, Post Insurance joined forces with The Partners Group - a partnership built on shared principles and like-minded values (read more about it here). Find your place at Post Insurance, a member of The Partners Group, a purpose-driven company committed to making a difference in our community?through our work and inspiring others to do the same. As one of the top independent insurance agencies in the area, Post Insurance, now a member of The Partners Group, is excited to continue providing first-class service to clients, partners, and the communities that we serve. Our shared success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many Employer of Choice awards to list? Let's work together! Post Insurance and The Partners Group currently have an exceptional opportunity for a commercial insurance account professional to join our team in Meridian, ID. How you will have an impact at Post Insurance and TPG: As a Commercial Account Manager, you'll play a key role in supporting our Producers and delivering high-quality service to our Commercial Lines clients. You'll manage a dedicated book of business, build trusted client relationships, and ensure service commitments are met with accuracy, efficiency, and professionalism. Your experience and judgment will directly contribute to client retention, team success, and the overall growth of our organization. A typical day in this role: Serve as the primary day-to-day contact for assigned commercial clients, responding to service needs and resolving issues in a timely manner Manage renewals and marketing efforts, including reviewing quotes, comparing coverage, ordering loss runs, and preparing proposals and binders applications. Support Producers by providing technical expertise, identifying exposures, and recommending appropriate insurance solutions. Process endorsements, audits, invoicing, certificates, bonds, and policy changes with attention to detail and accuracy Prepare for and participate in client service meetings (monthly, quarterly, annually) as needed Maintain accurate, paperless client documentation within the agency management system. Key details Location: Meridian, ID, with hybrid work opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $60,000 - 80,000 annually, DOE Physical Requirements: Ability to sit for long periods of time, communicate verbally and in writing, and handle extended screen time Travel: Minimal, as business needs require What you'll bring to the table Active Property & Casualty Insurance License (required) 3-7+ years of experience in a Commercial Account Manager or similar commercial insurance service role, preferably within an agency setting Strong knowledge of commercial insurance coverages, policies, and service workflows Experience managing a book of commercial clients and supporting Producers in an agency environment Excellent written and verbal communication skills, with the ability to explain complex information clearly High level of organization, accountability, and attention to detail Proficiency in Microsoft Office Suite (Word, Excel) and comfort in navigating carrier portals and systems What will make you really stand out Experience supporting accounts in industries such as construction, manufacturing, or other specialized commercial sectors Familiarity with AMS360 or similar agency management systems Professional insurance designations (CPCU, CIC, ARM, etc.) A collaborative, team-oriented mindset paired with the ability to work independently A positive, curious, and client-focused approach to problem-solving Why join The Partners Group? At TPG, you'll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes: A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities Ongoing support & development, including Continuing Education and encouragement toward professional designations A hybrid work schedule that supports flexibility while maintaining strong team connection Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day Commitment To Diversity TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees can achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements. Apply Today If this sounds like the right fit for your skills and experience, we'd love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us! Please note: Direct applicants only. We are not accepting resumes or inquiries from external recruiters or staffing agencies. The Partners Group provides equal employment opportunities to all employees and applicants for employment. TPG 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.

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

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

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? A values-driven firm with a mission bigger than numbers: To glorify God by using our knowledge, skills, and talents to develop employees into leaders who help the business community grow healthy, strong organizations. A culture consistently recognized as a Best Place to Work Opportunities for professional advancement (CPA exam support to help you succeed on the path to licensure) Leadership development including mentorship and career development programs Competitive compensation and flexibility for work-life balance emphasizing on family Comprehensive benefits including medical, dental, vision coverage, life and disability insurance, 401(k) retirement savings plan, paid time off, holidays, maternity leave, parental leave, and compensatory time off Benefits are available to full-time employees regularly scheduled to work at least 25 hours per week. Direct access to senior leadership and the chance to make a meaningful impact on both clients and your team 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.

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 Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans