Customer Success Manager
Relationship manager job in Whitsett, NC
YOUR ROLE
Develops and manages assigned accounts. The accounts may or may not have a CL Account Executive assigned and will be either large in size (to $50million in annual fee revenue), or a combined portfolio of medium and large sized accounts (with various fee revenue targets). The CL Customer Success Expert is responsible and accountable for the overall planning, leadership, and direction of the assigned portfolio growth, profitability, and the value-add relationship as well as managing and building the executive and strategic relationships for long term stability and growth. Essential to this role is the ability to work independently and oversee key account activities and responsibilities within an assigned account base. Primary focus is the overall customer experience, account profitability and growth both organically and through the development of new initiatives, being the customer advocate by driving solutions within CL and the Ceva organization.
WHAT ARE YOU GOING TO DO?
Must possess customer satisfaction passion and skill set to address and resolve client issues as a customer and IM-CLS advocate insuring goals are met for both CL and the client. Understands the accounts business model company environment and sales potential to develop solutions and better service the account.
Sales acumen and desire to build the relationship through growth and identification of new opportunities
Must be able to provide clear and concise directions to cross functional departments on projects documentation customer correspondence deadlines sales opportunities contract development and all other action items required in customer program development. Must develop and achieve strategic revenue and profit and loss objectives.
Must possess the ability to adapt to evolving business practices and display leadership in meeting company objectives departmental regional and team goals. Investigates sales opportunities as well as resolves issues and provides solutions on a continuing basis.
Must possess the ability to think strategically and develop project plans to implement customer incentives. Demonstrated ability to identify problems develop and present solutions.
The ability to compile and analyze data into meaningful reports, presentations as well as determine recommendations supported by data for program changes, gaps or improved performance to meet the required goals.
Responsible for developing the formal Business Review(s) for assigned accounts. Develops and manages business plans, proposals, pricing models, contracts, operations reports, SLA tracking and any other pertinent documents to support key assigned accounts.
Understands and utilizes all software e-mail task management and desktop applications used by the department. Engages on new business opportunities where appropriate.
Management and execution of contracts and Statement of work per client
Maintenance account revenue and profit goals established for the account
Identify opportunities for new revenue and growth, working with BD on converting account growth opportunities
Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers' expectations
Account/portfolio P&L responsibility
Provide recommendations for process improvements
Monitor and report KPI's
Plan and conduct regular business reviews and meetings
Manage the client relationships at the tactical and execution level
Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period.
Proactively assesses, clarifies, and validates customer needs on an ongoing basis. Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel.
Document and prepare summaries, action list, meeting notes to maintain a client history and progressive agenda to maintain momentum in account performance, resolutions and growth
Problem solving where development of new solutions, methods and systems will result in a major impact on department's overall success.
Implement own recommendations and see projects through to completion.
Analyze current methods and procedures, recommend and implement improvements.
WHAT ARE WE LOOKING FOR?
Education:
Bachelor degree (or equivalent work experience) required, five years prior experience at Ceva in the Sales or Operations departments and/or 8+ years external account-project management/industry experience.
Must possess intermediate skills of PC programs such as Microsoft Word, Excel, Powerpoint , Visio and Outlook. Ability to learn and understand mainframe tools and system solutions used in supporting our business, WMS, ERP and data collection tools
Must possess the ability to effectively communicate in written and verbal format as well as manage details and represent Ceva in a professional manner.
Strong interpersonal skills including the ability to work well with others and build a team-oriented environment.
WHAT DO WE HAVE TO OFFER?
With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We offer a benefits package with a focus on your wellbeing. This includes competitive Paid Time Off, 401(k), health insurance and an employee benefits platform that offers discounts on gym memberships and a diverse range of retail, travel, car and hospitality brands, including important offerings like pet insurance.
We are a team in every sense, and we support each other and work collaboratively to achieve our goals together.
It is our goal that you will be compensated for your hard work and commitment, so if you'd like to work for one of the top Logistics providers in the world then let's work together to help you find your new role.
ABOUT TOMORROW
We value your professional and personal growth. That's why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (how about sales or supply chain?) or find your own path. Join CEVA for a challenging and rewarding career.
Pharmacy Relationship Manager
Relationship manager job in Durham, NC
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
Client Relationship Manager
Relationship manager job in Greensboro, NC
Join Our Team as a Client Relationship Manager - Cultivate Strong Partnerships and Drive Client Success!
Are you passionate about building meaningful relationships, enhancing client satisfaction, and delivering exceptional service? We're looking for a proactive and people-focused Client Relationship Manager to join our dynamic team. In this role, you'll be the key liaison between our organization and our clients-ensuring a positive, results-driven experience every step of the way.
Why You'll Love This Role
💼 Supportive Onboarding & Training: Whether you're a seasoned client manager or just starting out, we provide comprehensive training and tools to help you succeed.
⏰ Flexible Work Options: Full-time or part-time roles available with remote flexibility.
📈 Professional Growth: Clear pathways for advancement into leadership, business development, or strategic account management roles.
💰 Competitive Compensation: Base salary plus performance-based bonuses and incentives.
Key Responsibilities
Build and nurture strong, long-term relationships with clients.
Serve as the primary point of contact, ensuring client needs are met with excellence and care.
Understand client goals and collaborate with internal teams to deliver tailored solutions.
Monitor client satisfaction, resolve issues, and continuously improve the client experience.
Track account activity, prepare performance reports, and recommend improvements.
Identify opportunities for upselling, cross-selling, and deepening client partnerships.
What We're Looking For
✔ Exceptional communication and interpersonal skills
✔ Strong problem-solving and conflict-resolution abilities
✔ Organized, detail-oriented, and capable of managing multiple client accounts
✔ A service-oriented mindset with a focus on client success
✔ Experience in account management, customer service, or client relations is a plus (but not required)
Perks & Benefits
✅ Paid training and continuous support
✅ Health insurance and retirement plan options
✅ Performance-based bonuses and recognition programs
✅ Advancement opportunities into senior leadership and strategic roles
Ready to Make a Difference?
If you're excited about building lasting client relationships and helping clients achieve their goals, we'd love to connect with you!
👉 Apply today and join us as a Client Relationship Manager-where service meets success.
Auto-ApplyRelationship Manager - Corporate Asset Finance
Relationship manager job in Raleigh, NC
**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: 12/10/25
**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.
Client Relationship Manager
Relationship manager job in Raleigh, NC
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people.
Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Raleigh, NC. This is a full-time position that offers a competitive base salary, plus commission, along with benefits.
The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.
Responsibilities:
Outside face to face sales
New business development, account management, client retention
Develop and maintain your book of business
The benefits of being an Ernest Client Relationship Manager:
develop, keep, and manage your own accounts
continue to make residual income from your accounts
and of course a strong base salary + commission + benefits
uncapped earnings potential
Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:
Ernest's Cardboard Guitar Strikes a Chord
Moving Packaging Forward
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
Auto-ApplyClient Engagement Manager - Life Sciences Strategy & Intelligence
Relationship manager job in Raleigh, NC
Who We Are Imagine the opportunity to work with some of today's top pharmaceutical, biotech, and medical device companies. Imagine a career where every day brings something new, something different, something challenging. This is what it's like to work at Sedulo Group.
Sedulo Group (********************* named one of Consulting Magazine's
Best Firms to Work For
and recognized by
Inc. Magazine
as one of the fastest growing privately held consulting firms in America, is a thought leader in the integration of competitive strategy, competitive intelligence, and market research.
We are a competitive strategy consultancy that works on behalf of our clients to understand their competitive environment and outmaneuver their competition. Our work shapes strategy at the highest levels of the life sciences industry and, by extension, positively impacts patients' lives.
About the Role
We are seeking an experienced and driven Client Engagement Manager (CEM) to join our Life Sciences Strategy & Intelligence practice. The CEM is a key client-facing role responsible for leading day-to-day project delivery, guiding analyst teams, and ensuring that Sedulo consistently exceeds client expectations.
This role requires someone who can synthesize complex scientific, clinical, and commercial information into clear, strategic insights, while managing multiple client relationships with confidence and professionalism.
What You'll Do
Lead client engagements from project initiation through delivery, serving as the primary day-to-day contact and trusted advisor to client stakeholders.
Design comprehensive research plans aligned to client objectives, coordinating with research specialists to ensure the work delivers meaningful, actionable insights.
Guide, mentor, and oversee analyst teams, providing structure, direction, and quality control across research, analysis, and deliverable development.
Synthesize complex scientific, clinical, and commercial data into compelling insights and recommendations in an executive-level writing style.
Develop and deliver client-ready outputs including strategic landscape assessments, monitoring reports, and actionable intelligence summaries.
Lead and participate in scenario planning workshops, helping clients anticipate competitive moves and shape strategy.
Drive project management activities, ensuring proper project setup, resource allocation, and budget management, while maintaining clear objectives, timelines, workflows, and quality standards across multiple client engagements.
Foster strong client relationships, anticipating needs, managing expectations, and consistently delivering above expectations.
Support business development efforts through background research for proposals, participation in proposal meetings, and representing Sedulo at industry events.
Our Ideal Candidate
Education
Bachelor's degree in a life sciences discipline (Biology, Biochemistry, Pharmacology, or related field) required.
Advanced degree (MS, PhD, MBA) preferred.
Experience
3-6 years of relevant experience in life sciences consulting, competitive intelligence, or strategic insights roles.
Demonstrated success managing client engagements and leading project teams in the pharmaceutical or biotech sector.
Strong understanding of drug development processes, therapeutic landscapes, and the intersection of scientific, clinical, and commercial drivers.
Proven ability to deliver high-quality, executive-level deliverables in PowerPoint and Word.
Skills & Attributes
Excellent written and verbal communication skills with the ability to distill information into concise, actionable insights tied to key client objectives.
Strong project management skill set, with the ability to manage multiple projects and priorities effectively.
Inquisitive nature and analytical thinking, with the ability to connect dots across diverse information sources.
Willingness and desire to work across multiple therapeutic areas, adapting quickly to new domains.
Strong interpersonal and collaboration skills; able to work effectively across internal and external teams.
Ability to lead, mentor, and coach individuals to develop their analytical and consulting capabilities.
High attention to detail, intellectual curiosity, and pride in producing top-tier client deliverables.
Advanced proficiency in Excel and PowerPoint.
Compensation & Benefits
Competitive base salary
Performance-based bonus
Comprehensive benefits package (health, vision, dental, life and disability, 401k with match, PTO, holidays, and professional development)
Remote position with opportunities to travel occasionally for team meetings, client engagements, and industry events
Why Sedulo?
At Sedulo, you will:
Lead high-impact client engagements that influence top-tier life sciences strategies.
Work directly with global pharma and biotech leaders.
Contribute to business growth and represent Sedulo in the industry.
Join a firm recognized for excellence, growth, and culture.
Collaborate with colleagues who share your commitment to quality, curiosity, and insight.
Auto-ApplyGrowth Client Partner
Relationship manager job in Raleigh, NC
Growth Client Partner - Trianz Services
Trianz is at the forefront of accelerating digital transformations for enterprise clients. We are completely focused on the Digital Evolution philosophy, delivering our value proposition consistently through strong Digital Transformation-centric practices, a Client-Centric Approach, Predictability in Execution, and establishing a Unique Relationship Experience. Our culture of innovation encourages our people to create while emphasizing the importance of training and development.
Position Overview
Role: Growth Client Partner
Location: : Any city in the Midwest to Phoenix, Atlanta, or Charlotte
Employment Type: Full-time
We are seeking a senior Growth Client Partner with deep understanding of Digital Transformation and client challenges. This role requires a demonstrated track record of transitioning from traditional IT services to achieving Digital Transformation revenue goals, with the ability to evolve and grow clients as they continue investing in their digital journey.
You will partner with clients to develop shared visions of their transformation journey, understand their Digital Transformation roadmaps, and identify opportunities in early stages. The goal is to bring various Trianz practices together to help clients develop clarity on specific initiatives, their lifecycle, outcomes, and how Trianz will shape them. In addition to services, Client Partners will be empowered to position Concierto and Extrica solutions to change the game for clients and gain market penetration.
What You'll Do
Strategic Client Relationship Management
Build, foster, and manage client relationships at the Senior Director, Vice President, and CXO level
Lead perspective-based discussions to position Trianz as a premium Digital Transformation brand rather than a traditional IT services provider
Develop shared visions with clients for their digital transformation journey
Understand client roadmaps and identify opportunities in early transformation stages
Maintain smooth flow of contracts, invoices, and payments through supplier and procurement relationships
Account Growth & Development
Develop deep understanding of clients' business objectives, challenges, organizational structure, and key stakeholders
Define and execute Account Development Framework for building relationships and expanding Trianz brand presence
Grow Trianz business by positioning high-impact digital transformation solutions within existing buying centers and new Lines of Business
Position Trianz intellectual properties (Concierto and Extrica) as game-changing solutions for client penetration
Collaborate with other Trianz business groups to expand into new areas and drive growth in existing areas
Revenue & Business Management
Own accountability for revenue growth across assigned client portfolio
Drive demand generation strategy and execution through client-facing teams
Lead teams in publishing and presenting proposals (proactive and RFP/RFI responses)
Manage commercial aspects of portfolio to ensure client profitability
Govern all sales, delivery, and operations for assigned client accounts
Assess potential business risks and develop comprehensive mitigation plans
Delivery Excellence & Operations
Promote and leverage account growth through personnel dedicated to delivery management
Handle delivery management including escalations through scheduled practice reviews
Coordinate engagement reviews between clients and Trianz delivery leaders across Practice, Tech Services, and Quality Assurance
Monitor resourcing to service portfolio at all times and escalate resource concerns to Trianz Leadership
Manage and motivate Trianz employees assigned to client accounts with clear objectives and career development focus
Solution-Oriented Problem Solving
Approach challenges with solution-oriented mindset and problem-solving capabilities
Measure discussion success based on ability to create business impact that leads to growth
Work closely with Trianz Leadership, Practice Leads, Sales Directors, and client decision makers across business and IT units
Position high-impact digital transformation solutions across cross-functional client areas
What You Bring
Experience & Track Record
12+ years of strategic client account management experience in the technology services industry
Proven track record in new business development and account management within the insurance domain, working with established clients
Demonstrated success in positioning intellectual properties and digital assets as part of new business solution proposals
Seasoned leader with ability to manage and grow business and relationships within assigned accounts
Strong track record of transitioning from traditional IT services to Digital Transformation revenue achievement
Relationship & Leadership Skills
Proven ability to foster effective relationships with senior clients in both Technology and Business functions
Experience managing and motivating cross-functional teams without direct authority
Strong executive presence with ability to engage C-level executives
Excellent communication and presentation skills for senior leadership audiences
Cultural sensitivity for working with diverse, global client organizations
Digital Transformation Expertise
Deep domain expertise in digital transformation strategy and technologies
Understanding of Digital Evolution philosophy and phenomenon
Knowledge of modern technology trends, cloud platforms, and enterprise architecture
Experience with digital transformation lifecycle management and outcome measurement
Familiarity with change management and organizational transformation processes
Business & Commercial Acumen
MBA preferred
Strong business analysis and strategic thinking capabilities
Experience with contract negotiations and commercial discussions
Understanding of professional services delivery models and methodologies
Analytical skills with ability to interpret business metrics and drive profitability
Why Join Us
Be part of a high-growth product-based company that's serious about its market expansion.
Work with cutting-edge technologies and help shape their adoption across diverse industries.
Enjoy a flexible work environment that respects work-life balance.
Competitive compensation package including performance bonuses.
Opportunities for international travel and exposure to global markets.
Are you ready to lead the charge in transforming businesses through strategic partnerships? If you're passionate about technology, have a deep understanding of markets, and want to make a lasting impact, we want to hear from you!
Compensation & Benefits for Fulltime hiring.
Trianz compensation reflects the cost of labor across several US geographic markets. The base pay ranges between USD $160,000 to $200,000. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Trianz also offers comprehensive benefits including medical, dental, vision, FSA, EAP, 401(k) with Company matching, unlimited PTO, flexible schedule, and professional development assistance.
Equal Employment Opportunity
Trianz is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, special needs veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). We comply with all state and federal laws and regulations protecting employees and applicants against illegal discrimination, retaliation, and harassment. Our policy is available upon request. We consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Trianz participates in the E-Verify program in certain locations, as required by law. We are committed to providing reasonable accommodation for all qualified individuals with a disability or other reasons protected by applicable laws. If you require assistance or accommodation due to a disability or special needs to search for a job opening or apply, please email [email protected] with your request and contact information.
Trianz Privacy Notice
Trianz respects your privacy and wants to ensure we comply with applicable Data Privacy Regulations as per local regulator laws. Please review our privacy policy at **************************************** for more.
Auto-ApplyCustomer Relationship Manager
Relationship manager job in Greensboro, NC
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle.
The Customer Relationship Manager (CRM) position requires expertise in loan modification.
The CRM serves as a single point of contact and trusted advisor for these borrowers.
Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution.
The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions.
In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations.
The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances.
The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals.
Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision.
Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence.
Qualifications
Need someone who has experience CSR / Call center Experience and mortgage or loan or mitigation or foreclosure or default experience
Additional Information
To know more on this position or to schedule an interview, please contact;
Jaimin Shah
************
Commercial Relationship Manager
Relationship manager job in Raleigh, NC
United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of a existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acument.
What You'll Do
* Develop and grow relationships. This includes making laonas, obtaining deposit integrating cash management services and offering other bank services.
* Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners.
* Estabilsh yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking
* Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures
* Provide guidance to credit analysts and/or portfolio managers
* Take a balanced approach to quality, profitability, and growth
* Advocate for your clients within the context of United Community's credit standards and current economic conditions
* Network with clients to identify avenues for new business opportunities
Requirements For Success
* Bachelor's Degree in businss, economics, finance or accounting OR equivalent combination of education, training, and experience
* 5+ years of commercial and/or middle market banking experience
* Strong understanding of credit, commercial products, and financial statement analysis
* Sales and relationship building skills
* Proven ability to achieve individual goals while working within a team-based sales environment
* Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike
* Proven ability to work independently toward reaching and exceeding quarterly and annual goals
* Active in the Community through industry groups, networking events, and board/volunteer services
Conditions of Employment
* Must be able to pas a criminal background & credit check
FLSA Status:
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of 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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
Associate Client Success Partner
Relationship manager job in Raleigh, NC
About SpotOn We're not just building restaurant tech-we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
Awarded Great Places to Work and Built In's Best Workplaces for multiple years running
We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you.
We are looking for an Associate Client Success Partner to develop and nurture meaningful connections with our clients to build strong, long-lasting client relationships. This position emphasizes account management with a strong focus on client retention and driving referrals. This role requires strong interpersonal skills, a customer-first mindset, and the ability to work collaboratively with cross-functional teams to provide timely and effective solutions.
This is a hybrid position 4x/week in our Raleigh, NC office
Essential Functions:
Path of escalation for Grade B accounts using collaboration, coordination, and facilitation of other teams to ensure permanent and acceptable resolution is delivered.
Develop and implement strategies to generate referrals from satisfied clients
Identify opportunities to upsell additional products or services to existing clients based on their needs and preferences
Provide exceptional customer service throughout all interactions with clients leading with empathy and a customer-first approach
Collaborate cross-functionally with other teams to diagnose and troubleshoot complex issues, ensuring swift and effective resolutions
Communicate technical concepts and solutions to non-technical users, building their understanding and confidence in the system
Qualifications:
Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.
1+ years of restaurant experience is highly preferred
6+ months of experience in restaurant implementation or support preferred
General knowledge of restaurant operations
3+ years of experience working in a Customer Service Support
*SpotOn Restaurant POS experience is a huge plus!
Benefits:
At SpotOn, we put people above everything else. We're known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can't take care of our clients without taking care of our employees first, and that's why we invest in you with a competitive benefits package which includes:
Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
Compensation:
Our base pay ranges from $45,000 - $63,000 for this position. Offers will be reflective of the candidates location and experience.
Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan
Offers will be reflective of the candidate's location and experience.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
SpotOn is an e-verify company.
Auto-ApplyCommercial Banker III
Relationship manager job in Raleigh, NC
Under minimal direction, generates loans, deposits, fee income, and referrals through prospecting, analyzing, underwriting, approving, and closing relationships with individuals, businesses and professionals. ESSENTIAL JOB FUNCTIONS: Calls on existing and potential customers to develop new business and/or expand and retain current business
Solicits total banking relationships by working with all lines of business partners to demonstrate full scope of bank products and services
Interviews commercial lending applicants to develop information concerning their businesses, needs, desires, abilities, and earnings to determine whether a loan may be an acceptable risk
Work closely with Credit partners in the administration of new and existing loan relationships
Makes decisions on loans and establishes terms within specified lending limits, or makes recommendations to a higher authority
Follows current loans and credit lines to ensure conformity with terms, bank policy, regulatory guidelines, and developing trends
Studies industrial, commercial, and financial situations relating to new or existing businesses
Serve as a trusted advisor to customers
Involves appropriate Bank personnel on larger loans and lines and keeps them informed regarding the status of the Bank's outstanding loans
Represents the Bank in business development efforts and civic and community functions
Reviews outstanding loan portfolio on a timely basis to ensure that all modifications, collection of past dues, and other portfolio responsibilities are handled in a timely and accurate manner
Monitors loan payments and coordinates collection activities for all past due loans
Shares information and accumulated job knowledge with less experienced Commercial Bankers to assist in their development
JOB REQUIREMENTS:
Bachelor's degree in Business or related field or equivalent in education and experience
Prior banking experience in commercial lending
KNOWLEDGE/SKILLS REQUIRED:
Knowledge of lending regulations, compliance procedures, and credit analysis
Strong sales, written and oral communications and interpersonal skills
Proficiency in Windows-based PC systems and banking software
Excellent customer service skills
Detail-oriented with ability to excel in high-volume environment
Strong verbal and written communication skills
Ability to perform effectively in fast-paced environment
Knowledge of Microsoft Office, especially Word, Excel and Outlook
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Client Manager - Commercial Lines
Relationship manager job in Asheboro, NC
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
* We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
* We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
* We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
* We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
* We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.
Job Description
As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.
Duties and Responsibilities:
* Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
* Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.
* Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
* Review current policies and provide recommendations regarding placement options.
* Apply knowledge of coverages and forms to research and reconcile discrepancies.
* Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.
Qualifications
* Valid State Property and Casualty Brokers License
* 3-5 years of experience in commercial lines (preferred not required)
* Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace.
* Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
* Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
* Experience with AMS360 preferred.
* Bilingual (English & Spanish) (preferred not required)
Additional Information
Please see our company Benefits:
* Medical, Dental, Vision
* Life and AD&D insurance
* FSA / HSA
* Commuter & Child Care FSA
* Cancer Support Benefits
* Pet Insurance
* Accident & Critical Illness
* Hospital Indemnity
* Employee Assistance Program (EAP)
* 11 Paid Holidays
* Flexible PTO
* 401K
Compensation: $45,000-$75,000 based on insurance industry experience
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Business Relationship Manager I - Officer
Relationship manager job in Greensboro, NC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Auto-ApplyBusiness Relationship Manager
Relationship manager job in Raleigh, NC
Preferred Qualifications Minimum 1-2 years of experience with the ServiceNow and the HR Service Delivery Application. ServiceNow certification like CSA or Completion of training programs such as Catalog Builder are considered advantageous. Work Schedule
8am-5pm, M-F
Account Manager
Relationship manager job in Raleigh, NC
About the Company
As a life science company and a leading supplier to global research markets, we offer a comprehensive product portfolio along with outstanding hands-on customer service to ensure every laboratory has the tools and support they need. Our markets include pharmaceutical and biotechnology businesses, research institutions, hospitals, reference labs, and more.
Be part of making a difference
At Genesee, we believe we can help improve our communities and transform the world through science. Our shared desire to make a difference is what drives and inspires us. We are a fast-growing, dynamic team that listens to each other and embraces collaboration. We foster an open, friendly work and show up for one another every day.
Role: Account Manager
Reports to: Regional Sales Director
FLSA: Exempt
Location: Raleigh, NC
Why this role is important at Genesee Scientific?
Our Account Managers are responsible for the sales of research products within a defined territory. You will develop and maintain effective customer relations, drive opportunities for growth within an existing customer base, and assure market penetration and profitability while achieving sales and profit forecasts. This is an excellent opportunity for an energetic professional who is looking to gain sales experience with a rapidly growing company.
What will you do:
Take ownership of territory to build and sustain strong customer relationships
Manage pricing in territory to achieve financial targets
Independently make decisions while leveraging available resources to fulfill customer, fostering seamless collaboration with cross functional teams
Monitor competitor and industry activity, staying updated on new products/services and relevant customer information to integrate into the business plan
Maintain detailed and timely activity logging in Salesforce, including customer interactions, opportunities, and pipeline management to ensure data accuracy and visibility
Provide customers with updates on supply and price trends, aiding inventory management, and offer consultative support
Deliver updates on supply and pricing trends while providing consultative support to customers on inventory planning
Leverage Teams and Zoom for virtual demos and sales presentations to expand reach and optimize travel time
Consistently represent Genesee Scientific in a positive, professional manner during all customer interactions
What you will bring:
Bachelors degree in a relevant science field or equivalent experience
3+ years sales or research laboratory industry, or lab experience preferred
Strong verbal and written communication, negotiation, and presentation skills with a proven ability to effectively deliver sales and marketing information that influences customer decision-making
Able to work effectively both independently and as part of a team, with comfort conducting virtual sales presentations and product demonstrations via video conferencing platforms (Zoom, Teams)
Proficient in Microsoft Office and Teams with working knowledge of Salesforce or similar CRM tools for data management and reporting
Results orientated, strong work ethic and an ability to excel within a rapidly changing and growing organization
Ability to thrive in a fast-paced, collaborative environment and effectively manage multiple priorities
Physical Requirements:
Perform the following tasks, with or without reasonable accommodation:
Occasional lifting of promotional materials and product displays (up to 25 lbs.) during trade shows and events
Ability to stand and walk for extended periods during customer visits, trade shows, and tabletop events
Travel up to 25% within the territory, primarily by car, with occasional overnight travel
Air travel required for regional and national trade shows, customer visits outside driving distance, and company meetings
At Genesee Scientific, you can have a good job that can grow into a great career. We offer:
Training and professional growth initiatives, including comprehensive onboarding programs for new team members
We provide financial well-being with competitive compensation packages and 401 (k) retirement savings plans
Health care and well-being programs including medical, dental, vision, life, short- and long-term disability and employee assistance programs
Paid time off including vacation, sick and 12 holidays
Base Salary: starting at $70,000, with higher compensation based on experience. This role is commission eligible with OTE of $130,000
Candidates must be legally authorized to work in the United States without the need for current or future employer sponsorship.
Employment offers are subject to successful completion of a background check and pre-employment drug test.
Genesee Scientific is proud to be an Equal Employment Opportunity employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.
PI964cbcc21e1c-31181-39244250
Senior Business Banking Relationship Manager-Raleigh, NC
Relationship manager job in Raleigh, NC
Raleigh, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
**Responsibilities:**
+ Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
+ Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
+ Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
+ Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
+ Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
+ Coaches and mentors peers, while utilizing leadership skills
+ Adapts to changes in sales practices and broader market and industry conditions as needed
**Required Qualifications:**
+ 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
+ Management of an extensive portfolio of clients with annual revenues of $20-$50 million
+ Proven track record of sales, prospecting new business and enhancing existing relationships
+ Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Business Development
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Account Management
+ Financial Analysis
+ Leadership Development
+ Loan Structuring
+ Referral Identification
+ Credit Documentation Requirements
+ Pipeline Management
+ Referral Management
+ Regulatory Compliance
+ Risk Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Customer Relationship Manager
Relationship manager job in Greensboro, NC
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle.
The Customer Relationship Manager (CRM) position requires expertise in loan modification.
The CRM serves as a single point of contact and trusted advisor for these borrowers.
Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution.
The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions.
In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations.
The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances.
The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals.
Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision.
Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence.
Qualifications
Need someone who has experience CSR / Call center Experience and mortgage or loan or mitigation or foreclosure or default experience
Additional Information
To know more on this position or to schedule an interview, please contact;
Jaimin Shah
************
Client Manager - Commercial Lines
Relationship manager job in Asheboro, NC
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
We actively, genuinely
CARE
about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We
COLLABORATE
continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We
LEAD
with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”?
We are
RESULT-ORIENTED
, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We
CELEBRATE
both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.
Job Description
As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.
Duties and Responsibilities:
Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.
Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
Review current policies and provide recommendations regarding placement options.
Apply knowledge of coverages and forms to research and reconcile discrepancies.
Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.
Qualifications
Valid State Property and Casualty Brokers License
3-5 years of experience in commercial lines
(preferred not required)
Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace.
Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
Experience with AMS360 preferred.
Bilingual (English & Spanish)
(preferred not required)
Additional Information
Please see our company Benefits:
Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K
Compensation:
$45,000-$75,000 based on insurance industry experience
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Business Relationship Manager Senior Deepening - Vice President
Relationship manager job in Raleigh, NC
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 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
Auto-ApplyAccount Manager
Relationship manager job in Raleigh, NC
About the Company
As a life science company and a leading supplier to global research markets, we offer a comprehensive product portfolio along with outstanding hands-on customer service to ensure every laboratory has the tools and support they need. Our markets include pharmaceutical and biotechnology businesses, research institutions, hospitals, reference labs, and more.
Be part of making a difference
At Genesee, we believe we can help improve our communities and transform the world through science. Our shared desire to make a difference is what drives and inspires us. We are a fast-growing, dynamic team that listens to each other and embraces collaboration. We foster an open, friendly work and show up for one another every day.
Role: Account Manager
Reports to: Regional Sales Director
FLSA: Exempt
Location: Raleigh, NC
Why this role is important at Genesee Scientific?
Our Account Managers are responsible for the sales of research products within a defined territory. You will develop and maintain effective customer relations, drive opportunities for growth within an existing customer base, and assure market penetration and profitability while achieving sales and profit forecasts. This is an excellent opportunity for an energetic professional who is looking to gain sales experience with a rapidly growing company.
What will you do:
Take ownership of territory to build and sustain strong customer relationships
Manage pricing in territory to achieve financial targets
Independently make decisions while leveraging available resources to fulfill customer, fostering seamless collaboration with cross functional teams
Monitor competitor and industry activity, staying updated on new products/services and relevant customer information to integrate into the business plan
Maintain detailed and timely activity logging in Salesforce, including customer interactions, opportunities, and pipeline management to ensure data accuracy and visibility
Provide customers with updates on supply and price trends, aiding inventory management, and offer consultative support
Deliver updates on supply and pricing trends while providing consultative support to customers on inventory planning
Leverage Teams and Zoom for virtual demos and sales presentations to expand reach and optimize travel time
Consistently represent Genesee Scientific in a positive, professional manner during all customer interactions
Requirements:
What you will bring:
Bachelors degree in a relevant science field or equivalent experience
3+ years sales or research laboratory industry, or lab experience preferred
Strong verbal and written communication, negotiation, and presentation skills with a proven ability to effectively deliver sales and marketing information that influences customer decision-making
Able to work effectively both independently and as part of a team, with comfort conducting virtual sales presentations and product demonstrations via video conferencing platforms (Zoom, Teams)
Proficient in Microsoft Office and Teams with working knowledge of Salesforce or similar CRM tools for data management and reporting
Results orientated, strong work ethic and an ability to excel within a rapidly changing and growing organization
Ability to thrive in a fast-paced, collaborative environment and effectively manage multiple priorities
Physical Requirements:
Perform the following tasks, with or without reasonable accommodation:
Occasional lifting of promotional materials and product displays (up to 25 lbs.) during trade shows and events
Ability to stand and walk for extended periods during customer visits, trade shows, and tabletop events
Travel up to 25% within the territory, primarily by car, with occasional overnight travel
Air travel required for regional and national trade shows, customer visits outside driving distance, and company meetings
At Genesee Scientific, you can have a good job that can grow into a great career. We offer:
Training and professional growth initiatives, including comprehensive onboarding programs for new team members
We provide financial well-being with competitive compensation packages and 401 (k) retirement savings plans
Health care and well-being programs including medical, dental, vision, life, short- and long-term disability and employee assistance programs
Paid time off including vacation, sick and 12 holidays
Base Salary: starting at $70,000, with higher compensation based on experience. This role is commission eligible with OTE of $130,000
Candidates must be legally authorized to work in the United States without the need for current or future employer sponsorship.
Employment offers are subject to successful completion of a background check and pre-employment drug test.
Genesee Scientific is proud to be an Equal Employment Opportunity employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.
PI964cbcc21e1c-31181-39244250