Post job

Relationship manager jobs in Canton, OH - 241 jobs

All
Relationship Manager
Route Sales Manager
Client Relationship Manager
Bank Officer
Account Manager
Client Services Manager
Business Relationship Manager
Senior Relationship Manager
  • Pharmacy Relationship Manager

    America's Pharmacy Group, LLC 4.5company rating

    Relationship manager job in Akron, OH

    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
    $73k-111k yearly est. 8d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Strongsville, OH

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $45k-52k yearly est. 14d ago
  • Chief Banking Officer

    Farmers National Bank 4.7company rating

    Relationship manager job in Canfield, OH

    Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $58k-83k yearly est. 1d ago
  • Client Services Manager

    Oliver Inc. 4.4company rating

    Relationship manager job in Brooklyn, OH

    Are you looking for a career that challenges you and gives you the opportunity to learn and grow every day? Oliver Inc. is hiring! Our growing Company is looking for enthusiastic talents to partner with our customers for all their printing and packaging needs! With more than 250 years of experience, multiple production facilities, and investment in state-of-the-art technology with an emphasis on sustainability, Oliver Inc. offers speed, consistency, and nimbleness as a one-stop solution for all of your printing & packaging needs. At Oliver Inc, our core values are part of the framework of our organization. We're passionate and enjoy our work! We value respect and focus on servicing our customers' needs by providing them with creative solutions that help build their brands. When you partner with Oliver, you partner with success. Oliver Inc. is seeking a highly driven, customer-focused Client Services Manager to lead our Client Services team while serving as a strategic partner to our valued clients. This role is ideal for an experienced professional who thrives at the intersection of customer success, account management, and operational excellence within the printing and packaging industry. As the primary point of contact between Oliver and our clients, you will be responsible for building long-term, trusted relationships, understanding complex customer requirements, and ensuring the consistent delivery of high-quality, on-time solutions. You will collaborate cross-functionally with Sales, Operations, Quality, and Production teams to drive customer satisfaction, retention, and account growth. If you are a natural communicator, a hands-on leader, and passionate about delivering exceptional customer experiences, we encourage you to apply. About the Role As our Client Services Manager, you will: Serve as the main liaison between Oliver Inc. and assigned clients, ensuring a best-in-class customer experience Lead, coach, and develop the Client Services and Sales Support teams to deliver consistent, high-quality service Partner closely with Sales, Operations, and Quality to ensure customer expectations, specifications, and service levels are met or exceeded Maintain and grow relationships with both new and existing customers, acting as a trusted advisor Take a hands-on leadership approach, directly managing key accounts independently or in collaboration with your team Identify opportunities to expand existing accounts and increase share of wallet through proactive, solution-oriented engagement Provide actionable customer feedback to internal stakeholders to support continuous improvement Support the Sales organization with a customer-centric, solutions-driven mindset aligned to client goals and specifications About You You are a strong fit for the Client Services Manager role if you bring: Extensive knowledge of printing and packaging processes, along with related technical and administrative functions An Associate's degree or equivalent experience (Bachelor's degree preferred) 7-10 years of experience in client services, customer success, account management, or customer service (within the printing or packaging industry preferred) 2-3 years of people management experience, or a combination of leadership experience and formal management training Proven ability to handle sensitive customer situations, resolve complex issues, and communicate effectively with customers and internal teams Strong analytical, problem-solving, and decision-making skills in a fast-paced manufacturing environment Excellent written and verbal communication skills, with the ability to present to customers and cross-functional teams Why You'll Love Working Here Make a Real Impact: You'll play a critical role in shaping the client experience, influencing cross-functional teams, and driving long-term customer success within a respected industry leader. Collaborative, Team-First Culture: Work closely with Sales, Operations, Quality, and Production in a highly collaborative environment where your voice and expertise are valued. Leadership & Growth Opportunities: Lead and develop high-performing client services teams while continuing to grow your own leadership and industry expertise. Stability with Innovation: Join a well-established company with a strong reputation in the printing and packaging industry that continues to evolve and invest in its people and processes. Customer-Centric Mission: Be part of an organization that prioritizes long-term relationships, solution-driven service, and exceeding customer expectations. Competitive Compensation & Benefits: Oliver Inc. offers a competitive compensation package, comprehensive benefits, and opportunities for career advancement. Purpose-Driven Work: Your work directly supports our clients' brands and success-seeing your impact from concept through final production. Oliver Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, gender, gender identity and expression, sex, sexual orientation, disability, age, citizenship status, veteran status or any other characteristic protected by applicable federal, state or local laws.
    $73k-104k yearly est. 3d ago
  • Commercial Lending Relationship Manager

    Farmers Logo 2022

    Relationship manager job in Canton, OH

    ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
    $67k-99k yearly est. 60d+ ago
  • Relationship Manager - DC Focus

    Trinity Pension Consultants

    Relationship manager job in Akron, OH

    Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you! Who We Are: Trinity Pension Consultants, Inc. is a leading regional, independent, and non\-producing Third\-Party Administration firm located in Akron, Ohio who currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan and Missouri. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan. What Our Relationship Managers are responsible for: Operations · Log all email, phone, and meeting activities. · Follow up on items necessary to complete annual administration and compliance testing. · Participate and assist with onboarding new clients. · Effective dashboard management. Relationship Management · Collaborate with other departments, including partnering with sales regarding internal sales opportunities. · Answer emails with calls. · Follow and enforce service standards. · Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance. · Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors. · Conduct face\-to\-face meetings with Plan Sponsors and their associated Financial Advisor. Consulting · Anticipate client questions and problems and work toward solutions that are technically clear and accurate. · Be able to read, understand and interpret client reports. · Communicate complex pension concepts in a simple manner. · Scrub book of business for internal sales opportunities and collaborate with Sales. · Manage Client expectations relative to Trinity Service Standards. · Stay abreast of industry trends, market, and competitors. Requirements · Dedication to keeping the business is a must! · Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations. · Be able to learn, apply and explain new technical knowledge in a simplified manner. · Possess outstanding communication and computer\/software skills, and demonstrate trustworthiness, adaptability, and responsiveness. · Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You're not afraid to re\-frame the way Plan Sponsors and Financial Advisors think with a consultative approach. · Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives. · Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes. · Possess a relentless pursuit to be successful. Must Haves: · 2+ years of Client Relationship Management experience with qualified retirement plans. · Bachelor's Degree preferred. · Experience in building and maintaining client relationships. · Excellent verbal and written communication and listening skills. · Proficient computer \/ software skills, including MS Office (Word, Excel, Outlook). · Discipline and drive to stay focused and motivated with limited supervision. · Effective time management and organization capabilities with a focus on delivering superb client experience. · QKA required or willing to attain within 4 months of employment; maintain ASPPA Membership and pursue additional designations. Benefits In return, Trinity Pension Consultants offers: Salary dependent on experience Paid Time Off (PTO) 401(k) retirement plan Medical, Dental, Vision, H.S.A. effective Day 1 Life Insurance, LTD, STD PTO Purchase Summer Fridays Are you ready to join our team? If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and\/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. This job description is not all inclusive. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"684831541","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Salary","uitype":1,"value":"55,000 \- 85,000"},{"field Label":"City","uitype":1,"value":"Akron"},{"field Label":"State\/Province","uitype":1,"value":"Ohio"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"44321"}],"header Name":"Relationship Manager \- DC Focus","widget Id":"**********00072311","is JobBoard":"false","user Id":"**********00240003","attach Arr":[],"custom Template":"5","is CandidateLoginEnabled":false,"job Id":"**********05702001","FontSize":"15","location":"Akron","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"d0ysw84f827d169ed4c6aa20a5e89f89d45db"}
    $67k-100k yearly est. 4d ago
  • Relationship Manager, Portfolio Management

    Glenmede Investment Management LP 4.6company rating

    Relationship manager job in Beachwood, OH

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH) . OVERVIEW: The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. RESPONSIBILITIES: Relationship Management and Client Service Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a ‘leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. Portfolio Management and Investments Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. Business Development Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. Firm Building Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Perform other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree required. A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. PREFERRED QUALIFICATIONS: Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. Proven ability to work with private clients in a collaborative team-based environment. Strong knowledge of and interest in Capital Markets. Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $76k-127k yearly est. Auto-Apply 6d ago
  • Commercial Banking Relationship Manager III

    Northwest Bancorp, Inc. 4.8company rating

    Relationship manager job in Independence, OH

    The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment . * Complete special projects as assigned Education: * Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: * 6 - 8 years account relationship management experience preferred * 6 - 8 years experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $71k-102k yearly est. Auto-Apply 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Relationship manager job in Pepper Pike, OH

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $52k-90k yearly est. Auto-Apply 10d ago
  • Sr. Relationship Manager (Commercial Lender)

    Cfbank 3.7company rating

    Relationship manager job in Beachwood, OH

    We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Sr. Relationship Manager (Commercial Lender) is a senior sales-focused role responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff and reports directly to senior leadership within their market. What you'll do: * Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships. * Provide support to existing commercial and business banking clients, often coordinating with client service, treasury management, portfolio management, and operations staff. * Act as a primary point of contact for negotiations and issue resolution for the clients in your portfolio. * Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk. * Increase customer base and impact the Bank's bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs. * Provide all information required to assist the credit staff in the preparation, analysis, and delivery of credit solutions for new and existing clients. Desired Qualifications: * Experience and Knowledge: Strong sales background with experience in commercial credit/banking. Proven track record of acquiring and retaining relationships. What We Offer: * Competitive compensation package including annual bonus opportunity. * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
    $85k-109k yearly est. 43d ago
  • Business Relationship Manager Senior Deepening - Vice President

    JPMC

    Relationship manager job in Akron, OH

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
    $62k-93k yearly est. Auto-Apply 60d+ ago
  • Franchise Account Manager

    True North 4.4company rating

    Relationship manager job in East Liverpool, OH

    Role Overview: The Account Manager is a bookkeeping specialist responsible for managing the financial records and monthly reporting for a portfolio of franchisee clients within a specific franchise system. This role is client-facing and ensures that each assigned franchisee's day-to-day accounting is handled accurately and promptly. The Account Manager will typically handle ~40 franchisee accounts (within one franchise brand or network) and serve as the primary point of contact for those clients on bookkeeping matters. They are expected to maintain a cadence of closing all accounts by the 5th of each month (to provide timely financial statements to clients) and to conduct monthly financial review meetings with each franchisee. This position requires not only technical accounting skills and QuickBooks expertise, but also strong communication and follow-up abilities to build trusted relationships with small business owners. Key Responsibilities: Daily Bookkeeping & Data Entry: Record all financial transactions for each franchisee client in QuickBooks Online, including sales, expenses, accounts payable/receivable, and payroll entries. Ensure accuracy and proper categorization of entries in line with the franchisor's standardized chart of accounts. Month-End Close & Financial Reporting: Reconcile bank accounts, credit cards, and other balance sheet accounts for each client; prepare month-end journal entries as needed; and close the books by the 5th of each month for all assigned clients. Generate monthly financial statements (income statement, balance sheet, cash flow) and any franchise-specific reports for review by the franchisee. (Timely month-end closing is a critical performance metric, as it aligns with industry best practices for efficient financial reporting.) Monthly Financial Reviews: Schedule and lead a monthly review call or meeting with each franchisee client to go over their financial statements. Explain key results and trends, answer any questions, and provide guidance on areas like cash flow, expenses, or budgeting. Act as a trusted advisor to help franchisees understand their numbers and make informed decisions. Client Communication & Support: Serve as the day-to-day contact for franchisee clients regarding any bookkeeping or QuickBooks questions. Respond promptly to client inquiries (via email, phone, etc.) and follow up on outstanding information (e.g. missing receipts, transaction clarifications) to keep accounts up to date. Provide excellent customer service and “high-touch” support, understanding that many franchisee owners are not financial experts. Maintain Compliance with Franchisor Standards: Ensure that all bookkeeping practices and financial reports for the franchisees adhere to the franchisor's requirements and standards. This includes using the proper account codes, including royalty fee tracking, and any required financial formats or software integrations specific to the franchise system (for example, integration with franchisor reporting tools if applicable). Collaboration and Escalation: Work closely with the Network Manager assigned to that franchise system for guidance and to escalate any complex issues. For instance, if a franchisee has an unusual transaction or if there's a discrepancy that might involve franchisor policy (like how to record a specific fee), the Account Manager will consult with the Network Manager. They will also participate in team meetings and training sessions led by the Network Manager to continuously improve their knowledge of the franchise system's processes. Efficiency and Organization: Manage workload effectively to handle roughly 40 clients without sacrificing quality of work or client satisfaction. Use tools (like QuickBooks Online Accountant interface) to organize tasks and client workflows, leveraging automation where possible to streamline recurring tasks. Maintain detailed workpapers and documentation for each client to facilitate reviews and audits. Quality Control: Review one's own work thoroughly to minimize errors. Cross- check figures and ensure that reconciliation differences are investigated and resolved. An Account Manager takes responsibility for the accuracy of each client's books, which in turn supports the Network Manager's oversight role. Qualifications Qualifications and Skills: Education & Experience: Bachelor's degree in Accounting, Finance, or a related field is preferred (new graduates in accounting are welcome). Alternatively, an associate's degree in accounting plus 5+ years of hands-on bookkeeping experience will be considered. Candidates without a degree should have a strong track record (at least five years) of small-business bookkeeping using QuickBooks. Experience working with multiple clients or franchise businesses is a plus, as this role involves managing many accounts concurrently. Certifications: QuickBooks Certified (QuickBooks Online ProAdvisor certification highly preferred). Being certified demonstrates advanced knowledge of the QuickBooks platform and best practices in its uses. The Account Manager should be proficient in QuickBooks Online (QBO), including features like bank feeds, reconciliations, reporting, and multi-client management. If not already certified, the ability and willingness to obtain QuickBooks ProAdvisor certification within a set timeframe will be required. Technical Skills: Solid understanding of basic accounting principles and financial statements. Proficiency in Microsoft Excel or Google Sheets for data analysis and report customization. Comfortable with accounting technology; ability to quickly learn and use tools such as payroll software, receipt capture apps, or franchise-specific accounting integrations (e.g., systems like ProfitKeeper, FranConnect, etc., if used by the franchisor). Communication Skills: Excellent communication and interpersonal skills. Able to explain financial concepts to non-accountant franchise owners in a clear, patient, and supportive manner. Strong written communication for emailing clients and documenting work. Follow-up and responsiveness are critical - the Account Manager must be proactive in requesting information and reminding clients about deadlines or missing data. Time Management & Organization: Demonstrated ability to manage a workload of dozens of clients methodically, prioritize tasks (especially around month-end), and meet deadlines consistently. Strong organizational skills to keep client records segmented and secure, and to ensure nothing falls through the cracks. Attention to detail is a must, given the volume of transactions and the need for accuracy across accounts. Problem-Solving: Analytical mindset to investigate and resolve accounting discrepancies or client questions. A continuous improvement attitude, seeking ways to improve efficiency (for example, spotting opportunities to automate a process or simplify a workflow). Customer Service Orientation: Friendly, professional demeanor with a focus on building relationships. Prior experience in a client-facing role is beneficial. The Account Manager should genuinely enjoy helping small business owners succeed through better financial management. Reliability & Ethics: High degree of integrity and trustworthiness. Able to handle sensitive financial information confidentially. Reliable in attendance and commitment - franchisee clients depend on the Account Manager to keep their finances on track every month without fail.
    $49k-80k yearly est. 9d ago
  • Account Manager

    Fastsigns 4.1company rating

    Relationship manager job in Bedford Heights, OH

    Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Account Manager, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in a fast paced sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700+ locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, attention to detail, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Apply now! Compensation: $36,000.00 per year At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $36k yearly Auto-Apply 60d+ ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Ashland, OH

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $45k-52k yearly est. 14d ago
  • Commercial Lending Relationship Manager

    Farmers National Banc Corp 4.7company rating

    Relationship manager job in Beachwood, OH

    ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: * Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals * Analyze credit worthiness of commercial borrowers and make recommendations for extending credit * Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. * Promote and cross-sell other Bank services to existing and prospective clients * Oversee preparation of legal documents for loan closings * Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions * Maintain portfolio delinquency at levels acceptable to management * Interact with operational and technical areas to resolve problems * Be active in community/civic/professional organizations that promote the bank and engender networking opportunities * Adhere to all appropriate service standards * Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. * Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: * Bachelor degree in Business Administration or Finance * Minimum of three (3) years experience as a commercial lender * Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected * Ability to clearly and effectively communicate both verbally and in writing * Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
    $62k-95k yearly est. 60d+ ago
  • Relationship Manager, Portfolio Management

    Glenmede 4.6company rating

    Relationship manager job in Beachwood, OH

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH). OVERVIEW: The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. RESPONSIBILITIES: * Relationship Management and Client Service * Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. * Adopt a 'leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. * Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. * Portfolio Management and Investments * Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. * Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. * Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. * Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. * Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. * Business Development * Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. * Firm Building * Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. * Ability and willingness to contribute to the advancement of team, office and business capabilities. * Perform other duties as required by the position. REQUIRED QUALIFICATIONS: * Bachelor's degree required. * A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. PREFERRED QUALIFICATIONS: * Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. * Proven ability to work with private clients in a collaborative team-based environment. * Strong knowledge of and interest in Capital Markets. * Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. * Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: * Competitive health and welfare benefits, including company HSA contributions * Numerous voluntary benefit choices available * Superior 401k match * Tuition reimbursement * Company subsidized commuter benefits * Generous paid time off, including parental leave * Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $76k-127k yearly est. 5d ago
  • Commercial Banking Relationship Manager III

    Northwest Bank 4.8company rating

    Relationship manager job in Independence, OH

    The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $71k-102k yearly est. Auto-Apply 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Relationship manager job in Pepper Pike, OH

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $52k-90k yearly est. 22d ago
  • Chief Banking Officer

    Farmers Logo 2022

    Relationship manager job in Canfield, OH

    SUMMARY: Oversee and lead all Credit and non-retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the over-arching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provides open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team-oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE: Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as-needed basis
    $64k-91k yearly est. 60d+ ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Campbell, OH

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $45k-52k yearly est. 14d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Canton, OH?

The average relationship manager in Canton, OH earns between $56,000 and $119,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Canton, OH

$81,000

What are the biggest employers of Relationship Managers in Canton, OH?

The biggest employers of Relationship Managers in Canton, OH are:
  1. Farmers Logo 2022
Job type you want
Full Time
Part Time
Internship
Temporary