Multi-Specialty Account Manager - Fort Collins, CO
Relationship manager job in Fort Collins, CO
Territory: Fort Collins, CO - Multi-Specialty
Target areas for territory are Fort Collins, CO and Cheyenne, WY - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Northern Denver to the Wyoming border, the state of Wyoming excluding Jackson.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Multi-Specialty Account Manager - Denver West, CO
Relationship manager job in Denver, CO
Territory: Denver West, CO - Multi-Specialty
Target city for territory is Denver - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Denver, Durango, Westminster, east of I25 corridor and western slope to Grand Junction.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Senior Premier Relationship Manager
Relationship manager job in Denver, CO
Application Deadline:
12/30/2025
Address:
2970 Quebec St.
Job Family Group:
Retail Banking Sales & Service
requiring the SIE, Series 6, 63, Life and Health
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.
As a Licensed Senior Premier Relationship Manager at BMO, you will:
Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
BMO IS ON AN EXCITING JOURNEY…
We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good,
in business and life
. We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first.
You belong here!
This is a licensed position requiring the SIE, Series 6, 63, Life and Health
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact.
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
Executes quality customer review meetings for retention and relationship expansion purposes.
Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Monitors individual exception reports and takes action to remove exceptions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Executes work to deliver timely, accurate, and efficient service.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
Excellent understanding of brokerage and insurance products.
Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required.
Excellent understanding of personal trust and investment management - required.
In-depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ...@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Community Sales Manager
Relationship manager job in Greeley, CO
We're seeking Community Sales Managers (CSMs) to join our dynamic sales force. Whether you're a seasoned home sales professional or new to the industry, we provide the tools and training you need to excel, which is why all Community Sales Managers start off as Community Sales Managers in Training (CSMT).
At Taylor Morrison, our strong brand identity, unwavering commitment to customer experience and belief in the success of our team members sets us apart, which is why we require all new CSMs to join us as a trainee.
Our formalized training ensures you'll master the Taylor Morrison way, regardless of your experience level. The program duration is tailored to your background, experience and abilities and can range from 2 weeks to a full year.
We're looking for motivated individuals ready to grow with us and deliver exceptional customer experiences in the home buying process. If you're passionate about sales and want to be part of a company that invests in your development, we want to hear from you.
** Ideal candidates will live within a reasonable commute of Shelby, NC**
Job Details
We trust that as a Community Sales Manager in Training (CSMT) you will:
Participate in training sessions to gain knowledge about:
Our homes and communities
How to use finance as a sales tool
Sales purchase agreement
Using the CRM as a prospecting tool
Community management
Shadow experienced Community Sales Managers to observe best practices and gain practical insights into the sales process.
Complete assigned reading materials, online courses, and other training activities to enhance sales skills.
Learn about our Product and Feature:
Learn about the features and benefits of our homes and communities.
Understand how our offerings fulfill customer needs and solve their pain points.
Demonstrate proficiency in articulating product/service value propositions to potential customers.
Learn/Master Sales Techniques:
Learn various sales techniques, including prospecting, presenting solutions, handling objections, and closing deals.
Practice effective communication and active listening skills to understand customer requirements and provide tailored solutions.
Develop negotiation skills to secure favorable outcomes for both the customer and the company.
Customer Relationship Management:
Understand the importance of building and maintaining strong relationships with customers.
Learn how to effectively follow up with prospects, address customer inquiries, and resolve issues in a timely manner.
Gain proficiency in utilizing customer relationship management (CRM) tools to track interactions and manage accounts.
Performance Evaluation:
Participate in regular performance evaluations and feedback sessions with mentors or supervisors.
Set goals for personal development and track progress towards achieving them.
Demonstrate continuous improvement and a proactive approach to learning and skill enhancement.
You are willing to perform other duties as assigned
** Ideal candidates will live within a reasonable commute of Shelby, NC**
Sound Like You?
You might be just who we're looking for if you have…
Active Real Estate License required (where applicable by state)
Proficiency with Microsoft software applications: (Excel, Word, Access, Outlook, PowerPoint, and Internet Explorer)
High level of organizational and documentation skills
Customer service oriented and believe customer is number one priority
Ability to be flexible and prioritize tasks in order to meet deadlines
Excellent verbal and written communication skills
Strong problem-solving skills
FLSA Status: Non-Exempt
This position is considered a non-exempt position for purposes of wage-hour law, which means that you will be required to keep a time record and will be eligible for overtime pay.
Essential Functions:
Successful job applicants will be able to perform these functions. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Report to Division/Corporate Office/Community daily and adhere to schedule
Ability to access, input, and retrieve information from a computer and/or electronic device
Ability to have face to face conversations with customers, co-workers and higher level manager
Ability to sit or stand for long periods of time and move around work environment as needed
Ability to operate a motor vehicle if applicable.
Comply with company policies and procedure.
Physical Demands:
Must be able to able to remain in a stationary position up to 50% of the time
The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
*Taylor Morrison experience and/or successful completion of training program may override required education and/or experience requirement.
Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job.
Taylor Morrison is an equal opportunity employer. Taylor Morrison does not discriminate against any candidate or employee on the basis of race, national origin, sex, marital status, sexual orientation, age, disability, religion or veteran status.
Benefits of Working With Taylor Morrison
We are looking for dedicated professionals that share our values of putting the customer - and their needs - first. In addition to a great team atmosphere, career development and advancement opportunities, we offer full-time employees an extensive benefits package, to include:
Competitive Compensation
Health Care - Medical/Dental/Visio n/Prescription Drug Coverage
401(k) with Company Matching Contributions
Flexible Spending Accounts
Disability Programs
Employee & Dependent Life Insurance
Vacation & Company Holidays
Tuition Reimbursement
Employee Home Purchase Rebate Program
Home Mortgage Program
Employee Assistance Program (EAP)
Sales Manager
Relationship manager job in Denver, CO
Jack and Sage is building a team!
Jack and Sage is a fast growing startup in the dynamic Outdoor Industry producing innovative apparel designed to evoke memories of experiences and brand engagement for our customers.
The Company
We are seeking candidates passionate for a challenge and an opportunity to make a big impact within a startup.
Joining the Jack and Sage team, you will be immersed in an exciting startup environment of growth and passion. Our team thrives off the opportunity to make a big impact among a small team - forget bureaucracy and politics, we are fast paced, we value acting and initiative, and we broaden our experience by encouraging everyone to work closely with all our company departments.
If you would prefer to write a business plan, rather than follow someone else's, this company is for you.
The Job Description
As a Sales Manager, you will play a pivotal role in expanding our customer base, and accelerating our market presence. You will lead the charge in identifying new business opportunities, creating and fostering relationships that drive revenue growth. This role requires a self-starter who wakes up every morning focused on finding more opportunities.
Key Responsibilities
Proactively seek out new business opportunities through cold calling, networking, email reach out, etc.
Cultivate and maintain a robust pipeline of potential clients.
Develop and execute sales strategies to achieve revenue targets and drive business growth.
Collaborate with the sales team to identify new avenues for revenue generation and cross-selling opportunities
Lead efforts to expand the company's presence into new geographic regions or distribution channels.
Act as a brand ambassador, effectively communicating our company's mission, values, and unique selling points.
Represent the company at industry events, trade shows, and conferences to promote our brand and forge new relationships.
The Job's Qualifications & Requirements
Required
o Willingness to cold call and build relationships from scratch
o Interest in sales and a willingness to learn and develop sales techniques.
o Ability to engage with potential customers, listen actively, and clearly convey information
o Attention to detail and organization
o Denver, CO based- we are currently not considering candidates re-locating.
o In Office Position
Strongly Preferred
o Experience working with a small company
o Experience with ERP and CRM systems
Details
• Title: Sales Manager
• Start Date: ASAP
• Compensation: $65,000 Starting with $100,000+ OTE
• Benefits: Health Plan (50% of premiums), 3% Match of IRA
• PTO: Unlimited
• Hours: Full Time
• Location: 6900 E 47th Ave Drive, Denver, CO
Travel to awesome destination locations (20%)
Talk To Us About This Job!
Client Relationship Manager
Relationship manager job in Aurora, CO
We are aggressively seeking talented, enthusiastic individuals who are searching for an entry level opportunity in a professional setting. We are known for our personal approach and ability to drive revenue, while delivering five-star customer service in every client interaction.
As a Direct Customer Relations Associate, you will work directly with consumers to extend company outreach and secure ongoing business relationships! ** This position is VERY INTERACTIVE and is NOT a cubicle job.**
WE OFFER:
Paid training for qualified candidates
Weekly salary & generous bonuses
Outstanding growth opportunities
Team-focused environment
Company funded travel
Job Requirements:
Customer Service or Hospitality Experience
Excellent interpersonal communication skills
Quick thinker /sharp with response
Extreme attention to detail
Energetic demeanor/ outgoing personality
Team-oriented for shared workplace success
Responsibilities:
Sales Training & Brand Advertising
Human Resources & Compliance
Marketing Strategies & Techniques
Business Development Fundamentals
Customer Service & Communications
Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.
Auto-ApplyLead Relationship Manager, Farm Credit Banking, Non-Affiliated Associations
Relationship manager job in Greenwood Village, CO
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank * Careers with a purpose * Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays
* Competitive Compensation & Incentive
* Hybrid work model: flexible arrangements for most positions
* Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
* Robust associate training and development with CoBank University
* Tuition reimbursement for higher education up to $10k per year
* Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
* Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
* Associate Resource Groups: creating a culture of respect and inclusion
* Recognize a fellow associate through our GEM awards
Job Description
The Lead Relationship Manager, Farm Credit Banking, Non-Affiliated Associations is responsible for managing assigned non-affiliated Farm Credit System (FCS) partner relationships (ranging from $500 million to $60 billion) to develop strategies to identify and execute collaborative financial solutions. The role includes developing Farm Credit System relationships, and interfacing with internal and external stakeholders at executive management levels in support of bank strategies and initiatives. The position requires leading product and broader strategy discussions, driving innovative customer solutions and focusing on mutually beneficial outcomes. In addition, the role includes proactive engagement with internal and external stakeholders, managing risk identification and underwriting, prioritizing initiatives, and staying informed about industry trends and the competitive environment. The relationship manager must ensure high levels of partner satisfaction and the achievement of business objectives.
Essential Functions
* Builds relationships with Farm Credit System (FCS) partners in order to develop a relationship strategy, identify needs and potential collaborative strategic solutions. Owns the enterprise-wide relationship between FCS partners and CoBank.
* Leads CoBank product and strategy discussions with FCS partners tailored to the needs of individual FCS entities, with a focus on mutually beneficial solutions.
* Identifies and executes strategic ways of collaborating with FCS partners on technology, capital management and customer product solutions.
* Effectively communicates internally/externally so that FCS partners' satisfaction is maintained at high levels and business objectives of both institutions are attained.
* Serves as the lead internal contact with CoBank functional teams to incorporate FCS partners perspectives while developing/finding collaborative solutions.
* Leads communication throughout all levels of FCS partners organization including leadership.
* Acts as the lead internal contact and advisor for outbound communication with assigned FCS partners.
* Works closely with CoBank credit team on risk identification and underwriting for all credit facilities to FCS partners.
* Collaborates with internal stakeholders at CoBank to effectively prioritize initiatives that support the execution of collaborative solutions for FCS partners.
* Represents FCS partners' perspectives regarding the evolution of product and pricing strategies.
* Responsible for management reporting and analysis for internal stakeholders and executive review.
* In collaboration with banking teams, supports the loan sales and trading activity in conjunction with the FCBG Capital Markets Strategy Director.
* Partners closely with internal banking teams to manage incoming purchase participation opportunities.
* Where appropriate, collaborates with FCS service organizations and their ownership group to identify and utilize potential underlying technology solutions.
Education
* Bachelor's Degree required
Work Experience
* 12 years of pertinent Farm Credit System experience preferred
* 12 years of financial services experience, preferably in the agriculture preferred
* Advanced knowledge of capital markets, corporate finance, sponsor finance, regional agribusiness, digital infrastructure, power, energy and utilities, electric distribution, project finance, supply chain financing, leasing, cash management, trade services and derivatives.
* Expert knowledge of the Farm Credit System including Farm Credit Administration (FCA), Farm Credit System Insurance Corporation (FCSIS), Farm Credit Council (FCC), Service corporations, Federal Farm Credit Banks Funding Corporation, Farmer Mac (FMAC)
* Expert knowledge of how bank and association capital and patronage plan's function
* Advanced knowledge of credit structuring, loan participation and syndications, and general corporate finance skills.
* Advanced ability to identify risk areas and proactively determine appropriate mitigation strategies.
* Ability to work collaboratively, build and maintain effective relationships with internal team members, external stakeholders, partners, and customers.
* Advanced knowledge of Farm Credit System regulatory requirements and eligibilities
* Advanced knowledge of GFA and wholesale lending supplement.
* Expert knowledge of industry trends and competitive environment.
* Strong leadership skills, with the ability to exercise influence, and a proven track record in facilitating and positively motivating teams and instilling accountability to complete initiatives.
* Knowledge of Microsoft Office applications (Outlook, Word, PowerPoint, Excel, MS Project), and information sharing systems (SharePoint)
About CoBank
The typical base pay range for this role is between $174,500 - $214,660. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
Responsibilities The Lead Relationship Manager, Farm Credit Banking, Non-Affiliated Associations is responsible for managing assigned non-affiliated Farm Credit System (FCS) partner relationships (ranging from $500 million to $60 billion) to develop strategies to identify and execute collaborative financial solutions. The role includes developing Farm Credit System relationships, and interfacing with internal and external stakeholders at executive management levels in support of bank strategies and initiatives. The position requires leading product and broader strategy discussions, driving innovative customer solutions and focusing on mutually beneficial outcomes. In addition, the role includes proactive engagement with internal and external stakeholders, managing risk identification and underwriting, prioritizing initiatives, and staying informed about industry trends and the competitive environment. The relationship manager must ensure high levels of partner satisfaction and the achievement of business objectives.
Auto-ApplyRelationship Manager
Relationship manager job in Englewood, CO
Job Description
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.
Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
Attend and professionally represent CAF at conferences and industry events
Proactively contact potential and existing customers through phone calls, email and in-person meetings
Evaluate the merits and risks of potential credit line and term loan transactions
Prepare term sheets and summary analysis of potential transactions
Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
Periodically produce brief and topical marketing blogs sponsored by CAF
Meet or exceed quarterly/annual individual production targets
Regularly log customer interaction in CAF's Salesforce CRM platform
Assist underwriting and other deal team members as needed
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
Bachelor's Degree
2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
Hands-on approach with track record of driving results
Exceptional interpersonal and relationship building skills
Strong financial background with analytical and numerical proficiency
Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
Ability to balance personal resourcefulness and individual drive in a team-based environment
Willingness to travel
Working Conditions:
Typical office environment
Travel required, up to 10%
Computer, keyboard, telephone, fax machine, scanner and copier, etc.
Occasional overtime work required throughout the year
A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
SBA Small Loan Relationship Manager - McKinney, TX
Relationship manager job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
BASIC PURPOSE:
This position is responsible for, but not limited to, partnering with bankers in assigned markets to identify, foster and grow small business relationships that benefit from enhancements offered by U.S. Small Business Administration (SBA) loan products, as defined by the SBA and the Bank. Incumbents are expected to meet or exceed production goals, which are set annually by the Bank.
ESSENTIAL FUNCTIONS:
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
* Evaluate and structure small business loan requests in accordance with SBA Guidelines and SouthState Bank's credit policies
* Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request
* Establishes and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements with clients
* Guide Clients through the SBA loan process, including eligibility determination, documentation and closing requirements
* Discuss and review loan applications with credit underwriters
* Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means
* Completes spreads to verify cash flow and debt service coverage ratio requirements for prospective clients
* Develops and maintain new business relationships with small business owners, referral partners, and internal banking teams to generate SBA loan opportunities
* Keeps abreast of local and national economic, financial, political, and legislative
* Monitors loan repayment activities and take necessary action to collect from past-due accounts
* Keeps abreast of local and national economic, financial, political, and legislative events and climates which could have an impact on corporate and commercial lending activities
* Keeps abreast of SBA loan program regulation, and assures adherence to said regulations
* Participates in community affairs to increase the bank's visibility and to enhance new business opportunities
* Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development
* Assists the conventional Relationship Managers, Small Business Bankers, or other Bank employees on SBA lending, with the expectation that the SBA Small Loan Relationship Manager will work hand in hand with bank employees to assess and process any internal loan referrals
* Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
* Provide assistance to other employees by liaising with them through healthy and positive interactions and one-on-one conversations.
* Participate in other LOB's weekly meeting calls to discuss the SBA 7(a) Small Loan program
* Be involved in performing marketing endeavors/efforts
* Seek opportunities to improve skills through cross-training offered by the Bank
* Collaborate with credit underwriting, operations, and closing teams to ensure timely and efficient loan processing.
* All other tasks, responsibilities or duties, as directed by management
OTHER SKILLS/QUALIFICATIONS:
* Must have strong communication skills characterized by excellent writing and speaking skills
* Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
* Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
* Must have good knowledge of business English, including spelling and punctuation
* Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
* Must be well-organized, accurate, and attentive to detail
* Must be cooperative and willing to assist coworkers and customers on a regular basis
* Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
* Must possess excellent multi-tasking skills and be able to function well under pressure
* Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
* Must have a keen eye for detail and follow instructions to the letter
* Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
ESSENTIAL PHYSICAL DEMANDS:
* Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday
* Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
* Must be able to walk frequently throughout the day
* Must be able to hear and communicate with coworkers and customers throughout the day
* May need to lift up to 25 pounds one to two times a day to perform job
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Position may require regular before/after normal business hours, or regular out-of-town travel.
WORK ENVIRONMENT:
* Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes
* Must demonstrate excellent interpersonal skills with customers and coworkers
* Must be willing to function as a team member
* Must be willing to demonstrate commitment to SouthState Bank's mission and goals
MINIMUM QUALIFICATIONS:
* Bachelor's Degree in Business, Finance or equivalent work experience in related field
* 1-3 years of previous government lending experience in a bank setting
* Will provide SBA loans in compliance with the SouthState Bank and SBA 7a small loan program policies and procedures
* Requires knowledge of office practices, procedures and general office machines
* Must be able to prepare documents and compose business letters and memorandums
* Must be able to maintain confidentiality of customer and employee information
* Must be a self-starter and able to work independently
* Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process
* Must be able to work at a faster than average pace and able to multi-task
* Must have good knowledge of business English, spelling and punctuation
* Must possess basic language skills to write and speak clearly, effectively, and appropriate to business standards
* Must be able to make sound decisions, have the ability to recognize potential problems, and take corrective action
* Must be professional in appearance
* Regular attendance in necessary
* Be a team player in recommending and referring additional products and services to other lines of business within the company
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $85,153.00 - $136,024.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 11-22-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Relationship Manager (Certified Coach Success)
Relationship manager job in Denver, CO
Why Housecall Pro?
Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America's 100 million homes. We're all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and-ultimately-save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members' careers as they expect their teams to be on creating solutions for Pros. We also offer:
A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k)
Paid holidays and flexible, take-it-as-you-need-it paid time off
Equity in a rapidly growing startup backed by top-tier VCs
Monthly tech reimbursements
A culture built on innovation that values big ideas, no matter where they come from
Role Overview:
As a Manager, Certified Coach Success (internal title), you support the growth and success of our Certified Coach Network - experienced Pros who lead our Business Coaching programs. You ensure coaches are aligned, engaged, and equipped to deliver high-impact experiences to our customers. You serve as the operational and strategic anchor for coach onboarding, utilization, and engagement, while acting as the primary liaison between coaches and internal teams. You thrive in fast-paced environments, balancing day-to-day execution with continual program improvements and feedback loops. Your work strengthens the bridge between coach excellence and customer outcomes.
Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.
What you do each day:
Oversee the operational coordination of the Certified Coach network across all coaching programs
Manage and track coach utilization, ensuring consistent alignment with program capacity and enrollment
Lead recruitment of new Certified Coaches exclusively from our Pro customer base
Facilitate onboarding experiences that set new coaches up for success
Maintain accurate records of coach assignments, availability, and performance
Facilitate ongoing communication and engagement across the coach network
Organize monthly masterminds to support knowledge sharing and community
Monitor feedback from Pros and coaches to identify program improvements
Collaborate with internal teams to ensure coaches are informed of updates, changes, and goals
Analyze program data to recommend enhancements to coach experience, training, and outcomes
Qualifications:
3-5 years experience in program management, customer success, operations, or enablement
Experience working with independent contractors or distributed contributor networks
Proven track record of cross-functional collaboration with product, marketing, or operations teams
Strong communication and relationship-building skills
Bachelor's degree or equivalent work experience
What will help you succeed in this role:
A proactive mindset and strong sense of ownership
Comfort navigating ambiguity and adapting to change
Enthusiasm for supporting entrepreneurs and small business success
Ability to manage multiple priorities while staying organized
Confidence facilitating group discussions or trainings in virtual settings
Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.
Housecall Pro's brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.
We support more than 40,000 businesses and have over 1,800 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we'd love to hear from you
Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law.
Location Dependent Information
This role is open to candidates and the expected salary range for this role is $75,000-$88,000
OTE ($64,000-$75,000 base with 15% variable component).
The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we're scaling our team to help enable and accelerate our growth.
#LI-Remote
Privacy Notice for California Job Candidates - Housecall Pro
Auto-ApplyRelationship Manager
Relationship manager job in Englewood, CO
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.
Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
* Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
* Attend and professionally represent CAF at conferences and industry events
* Proactively contact potential and existing customers through phone calls, email and in-person meetings
* Evaluate the merits and risks of potential credit line and term loan transactions
* Prepare term sheets and summary analysis of potential transactions
* Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
* Periodically produce brief and topical marketing blogs sponsored by CAF
* Meet or exceed quarterly/annual individual production targets
* Regularly log customer interaction in CAF's Salesforce CRM platform
* Assist underwriting and other deal team members as needed
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
* Bachelor's Degree
* 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
* Hands-on approach with track record of driving results
* Exceptional interpersonal and relationship building skills
* Strong financial background with analytical and numerical proficiency
* Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
* Ability to balance personal resourcefulness and individual drive in a team-based environment
* Willingness to travel
Working Conditions:
* Typical office environment
* Travel required, up to 10%
* Computer, keyboard, telephone, fax machine, scanner and copier, etc.
* Occasional overtime work required throughout the year
A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Client Relationship Manager II (Commercial Loan Officer II)
Relationship manager job in Granby, CO
Job Details Experienced Granby 31 - Granby, CO Full Time $115000.00 - $130000.00 SalaryDescription
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Relationship Manager II (CRM II) is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM II is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social, and professional organizations. The CRM II is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Bachelors Degree in Business or related field.
Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required: Minimum of 5 years experience in the financial services industry.
Skills/Abilities:
Strong oral and written communication abilities.
Strong math skills.
Strong interpersonal skills.
Ability to identify, analyze and handle credit requests.
Good organizational skills. Good personal computer skills, ability to use Word and Excel.
Professional appearance, dress and attitude.
Compensation
Hiring Salary Range: $115,000 to $130,000.
This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.
Benefits
We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.
Medical, Dental, Vision Insurance at a shared premium cost.
401k With Matching Contributions.
Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
Employee Assistance Program, 100% employer cost.
Employees are offered a free checking and savings account, plus free orders of personal size checks.
Application window is anticipated to close December 5, 2025.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Relationship Manager - Corporate Asset Finance
Relationship manager job in Denver, CO
**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.
**Key Responsibilities and Duties**
+ Develops prospect and customer databases to generate direct and indirect leads.
+ Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.
+ Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.
+ Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.
+ Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.
+ Develops specialized product knowledge and financing expertise for covered industries.
+ Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.
**Minimum Qualifications:**
+ 5 years of Corporate Asset Finance or Large Equipment Finance experience
+ Proficient in lease structuring and pricing (Supertrump)
**Preferred Qualifications:**
+ Tenured direct relationship management/origination experience
+ Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc.
+ Significant direct "cold calling" experience
**Educational Requirements**
+ University (Degree) Preferred
**Role Specific Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Additional Job Description:**
+ This position will focus on lending and leasing through direct relationships.
Posting End Date: 12/5/25
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (*********************************************************
**Pay Range** $182,100 - $246,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Relationship Manager - Commercial Term Lending Multi-Family Real Estate Team - Executive Director
Relationship manager job in Denver, CO
You are customer focused, enjoy building relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you.
As an MFL Client Manager, Executive Director in Commercial Real Estate, you will be responsible for all aspects of originating term loans on stabilized multi-family properties. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a strong initiative, has proven success in working independently, and is motivated by strong financial incentives. You will effectively communicate the advantages of Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client relationship management.
Job responsibilities:
Communicate the advantages of Chase loan programs to clients
Manage and execute transactions by navigating the client from pre-approval to the funding of a loan
Lead the sales team (Client Associate and Client Specialist) in loan production within credit standards and maintain portfolio
Leverage personal real estate network of clients and brokers to drive new business
Develop and grow portfolio through strong prospecting and client relationship management using extensive real estate knowledge and technical expertise
Screen opportunities by analyzing market data, property and clients financials
Engage with Marketing to develop a business plan to attract new customers and increase brand awareness
Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis and risk management
Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms
Originate DUS (Fannie Mae) transactions
Required qualifications, capabilities, and skills
10 plus years proven commercial multi-family real estate income property lending experience
Strong marketing and business development experience with a proven track record of originating term loans on commercial multi-family real estate properties
Local commercial real estate market knowledge required
Excellent written and verbal communication skills with the ability to interact effectively with people
Strong commitment and track record to providing high quality service levels to both external and internal customers
Ideal candidate will have an existing book of clients and direct customer relationships
Ability to quickly adapt to new technological systems and business processes
Preferred qualifications, capabilities, and skills
A four-year college degree preferred
Auto-ApplyPharmacy Relationship Manager
Relationship manager job in Fort Collins, CO
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Commercial Relationship Manager
Relationship manager job in Fort Collins, CO
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
This Sr. Advisor position, also known as “Commercial Banking Relationship Manager,” is part of FNBO's community banking division located in Fort Collins, CO. The Relationship Manager (RM) focuses on delivering strategic advice and value to a portfolio of managed business customers while enabling customer growth and retention in alignment with
The RM will “bring the bank to the customer” by connecting business clients with appropriate specialists and bank products, including commercial loans, commercial lines of credit, commercial deposits, payment products, treasury services, global banking, commercial cards, and business planning services.
In addition to managing an existing customer portfolio, the Relationship Manager will lead business development to attract new business relationships with a primary objective of growing commercial loan outstandings, commercial deposits, and fee income in the portfolio managed by RM.
About This Role:
1. Customer Relationship Management: Help customers be successful by understanding customer needs and matching with FNBO solutions. This will be achieved by alignment with “how we will consistently get the work done” though the Wholesale Banking Group Behaviors;
Proper use of FNBO's CRM system (Salesforce)
Proper use of Precision Lender (Relationship Pricing Platform)
Frequent collaboration with Team Members to help serve and grow portfolio
Adapt as needed to new processes and ways of working
Be respectful of other roles and process
The Relationship Manager will manage portfolio relationships matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework.
The following is an example of customer type focused on in role:
commercial loan/ deposit relationships “generally” in excess of $250,000
typical company size of focus: 10 employees to 500 employees
closely held businesses that are professionally managed
manage a mix of for profit, non-profit, and investor relationships.
Deliver consultative advice and value based on the customers financial needs and goals by;
50% time spent acquiring new business
25% time spent growing existing business
25% time spent servicing existing business
Be accountable for managing a portfolio of commercial loan relationships
Be accountable for managing a portfolio of commercial deposit relationships
*Volume-based expectations will be measured per the RM dashboard/scorecard*
2. Business Development Activities:
Build a portfolio of business customers by delivering advice and value. Build centers of influence (attorney, accountants, and other needed referral sources).
RMs will guide, direct and facilitate solutions across all product specialties of the bank for their business customers.
Participate and be involved as an active community member.
Identify new business customer opportunities and solutions aligned to match customer needs.
Oversee portfolio quality focused on growth and retention in line with credit risk.
Facilitate product partners and support teams based on customer needs.
Negotiate terms and options with customer.
Qualify and document opportunities.
Set expectations with customer regarding timeline and product document requirements.
Leverage technology and tools consistently for data quality.
Use sales and prospecting tools and processes, effectively.
3. Cross Functional Working Relationships: Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer.
Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth.
4. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws, or regulations.
Report any suspicious customer and/or account activity.
5. Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance.
The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)
The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)
The Ideal Candidate for This Role:
Knowledge, Skills, Education and Experience:
Bachelor's Degree - preferred
5+ years of successful commercial lending relationship management experience (preferred).
Ability to build and grow a diverse portfolio of business products with professionally managed businesses.
Self-Driven, Customer-focused thinker
Strong customer and people relationship skills
Proficient credit analysis knowledge and skills
Proven experience prioritizing and handling multiple customer relationships at the same time.
*This role document is reflective of role at a point in time and will continue to evolve and be updated as needed*
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $88,067.00-$145,309.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251654
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplyManager, Tax - Private Client
Relationship manager job in Denver, CO
Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.
The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
What You Will Do:
* Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
* Developing, building, and managing client relationships as part of the proposal process
* Participating in networking activities to further expand business opportunities and client relationships
* As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
* Assisting with managing, developing, and coaching professional tax staff
* Reviewing and managing projects prepared by tax associates and seniors
* Effectively delegating responsibilities to others and monitoring efforts of engagement teams
* Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
* Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Minimum Qualifications:
* 5 years or more of related experience in public accounting, law firm, or trust department
* Bachelor or graduate degree in accounting, finance, or a related field
* CPA license or J.D. degree and bar admission
* Experience managing multiple client engagements
Preferred Qualifications:
* Master's degree in Taxation or Law degree
* Experience with OneSource tax software
#LI-COS, #LI-DEN
#LI-KA1
Colorado's Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range:
CO Minimum Salary (USD)
$ 100,000
CO Maximum Salary (USD)
$ 145,000
Close Date: 11/24/2025
Commercial Relationship Manager III - Fort Collins, CO
Relationship manager job in Fort Collins, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
A Commercial Relationship Manager is responsible for originating commercial loans and for cross-selling Bank products to commercial accounts. Incumbents are expected to meet or exceed production goals.
PRINCIPAL ACCOUNTABILITIES
Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority.
Authorizes or rejects overdrafts in depository account within established authorities.
Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
Advise customers, where possible, concerning business management and financial matters.
Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
Develops new business by contacting prospects and customers, cross-sells bank services.
Prepares lending activity reports for department management.
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities.
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
Performs other specifically assigned duties.
OTHER SKILLS/QUALIFICATIONS
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare documents and compose business letters and memorandums.
Must be able to maintain confidentiality of customer and employee information.
Must be a self-starter and able to work independently.
Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
Must be able to work at a faster than average pace and able to multi-task.
WORK ENVIRONMENT
Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relation skills with customers and bank associates. Must be willing to participate as a team member. Must be committed to the Banks mission and goals.
DIMENSIONS REQUIRED:
Provides commercial loans in compliance with the Bank's policies and procedures
Bachelor's Degree in Business, finance or equivalent work experience in related field and 3-5 years of previous commercial lending experience in a bank or loan setting
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $130,276.00 - $208,104.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 11-20-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Auto-ApplyAssociate Client Manager
Relationship manager job in Englewood, CO
Job Title: Associate Client Manager
Department: Diversified
Reports To: Client Service Team Leader - Diversified
FLSA Status: Non-Exempt
The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day commercial insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience.
KEY RESPONSIBILITIES:
Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
Orders loss runs and experience modification worksheets from insurance carriers via email requests or retrieval from carrier websites.
Create and send pre-renewal, applications, and questionnaires to the team via the Indio platform.
Build proposal templates for the service team.
Obtain quotes for less complex, mono-line policies via carrier websites.
Issue and distribute to clients, new and renewal insurance certificates, and evidence of property to clients, including generating certificate holder lists at pre-renewal.
Order MVR as needed for underwriting purposes.
Issue auto ID cards.
Request policy changes from carriers, update the client's application, document appropriately in Epic, and follow up until changes are received.
Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic data base was updated.
Process direct bill notices of cancellation by contacting carrier, determining if payment has been made, and notifying the Client Manager of outcome.
Respond to internal and external emails within 24 hours with an acknowledgement of receipt and a timeline for follow-up.
Review electronically scanned mail and process through proper activities.
Input various types of client data into Epic.
Check policies for accuracy, make note of any discrepancies and obtain direction from Client Manager on how to handle discrepancies.
Participate in training to enhance knowledge and skills and stay current with industry changes.
Attach and maintain all correspondence in Epic as required in department procedures.
Attend and participate in department meetings as well as other meetings as needed.
May handle traditional client servicing associated with full or reduced book of business.
Additional duties as assigned.
QUALIFICATIONS:
Bachelor's degree preferred.
Possession and maintenance of Property and Casualty Insurance license for the State of Colorado, or willingness to obtain.
Proactive participation in continuing education classes.
1-2 years of industry experience in a similar position beneficial, but experience not required.
Strong written, presentation, interpersonal, organizational, time management and oral communication skills.
Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day.
Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint.
Ability to make decisions that are limited to a few options with minimal room for discretion.
Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options.
Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must.
Basic understanding of debits and credits.
Willingness to take on additional responsibility as the need arises.
COMPENSATION INFORMATION:
Pay Range: $21-34/hr (dependent ono experience and/or qualifications)
Total Compensation = Pay + Performance + Benefits
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.
Auto-ApplyClient Experience Manager - Employee Benefits
Relationship manager job in Denver, CO
The National Operations Manager, Employee Benefits, is responsible for executing and supporting operational best practices nationally, with a strong focus on client experience and continuous improvement. This primarily tactical role supports day-to-day operations, project management, and effective implementation of procedures and communications. The Operations Manager collaborates closely with Employee Benefits leaders and cross-functional teams to scale and operationalize practices to ensure operational excellence, exceptional client service, and measurable impact while fostering collaboration, engagement, and clear communication.
ESSENTIAL JOB RESPONSIBILITIES
Operational Management:
Execute and oversee day-to-day operational tasks and support business objectives with a hands-on, tactical approach.
Establish, develop, implement, and manage standard operating procedures, products, and deliverables.
Identify opportunities to scale and operationalize EB processes and best practices.
Support operational integration of newly acquired partners.
Act as a trusted advisor and resource to teams related to operational functions.
Support implementation of new tools, solutions, and vendors as directed by leadership.
Collaborate with IMA University to develop, enhance, and promote Employee Benefits learning pathways, supporting ongoing education and professional development.
Oversee Employee Benefits communication, ensuring information is timely, accurate, and effectively distributed to all stakeholders.
Client Experience & Continuous Improvement:
Collaborate with regional Employee Benefits leaders to identify, plan, and execute initiatives that enhance client experience and drive continuous improvement.
Drive collaboration and engagement across markets to ensure buy-in and adoption of scaled processes.
Project manage operational initiatives, leading subcommittees and ensuring projects are delivered on time and achieve intended outcomes.
Monitor client feedback to identify opportunities for improved experience
Conduct continual crowdsourcing exercises from various offices and segments to develop operational best practices.
Champion a client-first mindset in all operational processes.
Use quantitative and qualitative feedback to measure the effectiveness and impact and value of operational changes and process improvements.
Team Leadership & Change Management
Supervise and mentor direct reports (individual contributors), providing clear direction, support, and performance feedback.
Foster a collaborative, service-oriented team culture.
Lead through change by clearly articulating vision, aligning leaders and teams around shared goals and managing transitions with empathy and effectiveness.
Influence cross-functional teams and leaders to adopt new practices and embrace continuous improvement.
Promote engagement and accountability across all levels of the organization.
REQUIRED EXPERIENCE AND SKILLS
Five to ten years of similar or related experience.
Strong project management skills.
Expert experience with MS Office products, including Excel, Power BI, SharePoint, and other Microsoft products.
Limited travel required (less than 10%).
Bachelor's Degree preferred or equivalent experience.
COMPETENCIES & TRAITS
Process driven and highly organized.
Excellent oral and written communication and interpersonal skills.
Ability to manage multi-task operations/projects and work in a fast-paced environment.
Strong organizational, self-direction, and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment.
Creative problem-solver who uses brainstorming techniques and thinks outside the box.
Inquisitive nature and instinct for identifying issues that require attention.
Ability to forge strong relationships and build rapport with co-workers at all levels, acting as a trusted advisor with a service mindset.
Actively listens, shares information, and proposes suggestions and solutions.
Expresses oneself effectively, both orally and in written form.
Ability to independently identify, resolve, and escalate issues, and provide concise executive-level summaries that accurately reflect analyses.
#LI-JS1
If this role is hired in Los Angeles County, CA the following applies:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range$90,000-$120,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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