Relationship manager jobs in Chapel Hill, NC - 482 jobs

Reports To: VP Real Estate Development Target Base Range for this role is $100k-$110k. This role requires a full-time onsite presence in Durham, NC Please note: We are only able to consider candidates who are U.S. citizens or lawful permanent residents (green card holders) and who do not require current or future visa sponsorship of any sort. Job Summary The Real Estate Development Relationship Manager will support due diligence and real estate development activities in addition to leasing and opportunities to grow partnerships. This role bridges predevelopment strategy and owner advocacy, ensuring projects are conceived, positioned, and executed in alignment with key objectives and long-term asset value. This role serves as the relationship lead, coordinating internal teams, consultants, and external stakeholders in alignment with the business plan. The position works cross-functionally with site acquisition, development, asset management, and ownership, providing informed insight. Key Responsibilities Shape the future of electric mobility by developing and growing our critical site host partner accounts across the United States Negotiate and execute site host agreements, amendments, and other contracts with site hosts Support site hosts from contract signature through operations and maintain excellent relationships Develop and execute a plan to grow the IONNA footprint within your set of accounts Manage multiple development projects from inception through early development stages Lead day-to-day coordination of consultants and internal teams Identify and mitigate development risks throughout the project lifecycle Manage numerous accounts concurrently & strategically, while ensuring high customer satisfaction Mission: Keep host happy and grow the partnership Key Performance Indicators (KPIs) Time period sites are in due diligence New sites with existing Partners Partner Satisfaction Required Qualifications Bachelor's degree preferred with a minimum of 5 years of account management expertise; EV charging and/or Real Estate experience required Understanding of the EV charging deployment process Experience presenting and interacting with C-suite executives and industry leaders Strong project management and organizational skills Ability to manage consultants and various stakeholders Strong communication, negotiation, and leadership skills Preferred Experience Proficiency in Salesforce Identify risks or misalignments related to market demand, revenue assumptions, or execution timing. Support transitions between predevelopment, active leasing, and stabilization. IONNA is committed to fair and equitable compensation practices through a competitive base salary, as well as offering bonus programs, comprehensive benefits such as medical, dental, vision, life, 401(K), and paid holidays. Actual base salaries are based on several factors unique to each candidate, including but not limited to skill set, experience, certifications and specific work location. We are committed to an inclusive and diverse team. We are committed to an inclusive and diverse team. IONNA is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status, or any legally protected status.

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.

This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Job Description Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate. The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience. Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Tuition Reimbursement Responsibilities Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews Review accounts for coverage gaps and make thoughtful recommendations to improve protection Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.) Educate clients on coverage options in a clear, confident, and professional way Maintain strong documentation and activity logs in the agency management system Coordinate with carriers and underwriting on endorsements, renewals, and exceptions Resolve service issues and ensure follow-through through completion Support agency retention strategies and proactively reduce preventable cancellations Requirements Prior insurance agency service experience strongly preferred Strong understanding of personal lines coverages (Auto/Home/Umbrella) Excellent written and verbal communication skills High attention to detail and comfort managing multiple moving parts daily Ability to make sound, independent decisions using agency guidelines and best practices Comfortable recommending coverage improvements and having client-facing conversations Strong follow-through, time management, and ownership mindset Must speak and write Spanish fluently Active P&C license (or ability to obtain quickly)

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!

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 ************

Job Description: The Commercial Insurance Client Manager at AIM-Keystone is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Responsibilities Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work experience. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Benefits/Perks Competitive Pay Professional Development Job Stability in a growing industry YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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. We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at ******************. 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.

The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio of existing and new loan customers including cross-selling new loans, products and services while ensuring compliance with the Bank's lending policies and procedures. A Commercial Banker's main focus is on loan amounts of less than $1 million. RESPONSIBILITIES: * Analyze markets to develop new prospects for loans. * Maintain and develop positive, professional relationships with customers and continue communication for growth of portfolio. Foster customer relationships through routine calls and meeting activity and develops new Commercial Banking relationship opportunities through business development activities. * Analyze applicant's financial status, credit and property evaluation to determine feasibility of loan request. * Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered. * Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately. * Ensures loan closing and funding activities occur timely. * Identify complex situations, review related information to evaluate and develop an acceptable solution. * Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank's policies. * Actively participates in the Community by attending events and being active in organizations to promote the Bank's business products and services and build relationships. * Maintain a deep understanding of banking products/services to make appropriate recommendations. * Administer all referrals and direct meetings and business development opportunities. * Ensure compliance to all standards and policies and ensure secure transaction for customers. * Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree preferred, with a focus in business, finance, or another related field * Minimum two (2) years of related Banking experience, preferably as a Commercial Lender or Portfolio Manager, is required. * Demonstrated ability of holding effective and successful business relationships is essential * Must have formal credit analysis training or sufficient lending experience * Proficiency in Microsoft Office Products is required * Demonstrated ability to grow and management customer relationships * Ability to organize and analyze complex financial data * Knowledge and understanding of all federal and state regulations regarding lending and related departments. * Excellent analytical and mathematical skills and ability to make a credit decision * Excellent verbal and written communication skills * Demonstrated high level of professionalism and maturity * Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development. * Minimal travel within the assigned market is required. KEY COMPETENCIES: * Relationship Building * Sales Driven * Self-Motivated * High Business Acumen Essential Functions: * Sitting or standing for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Durham Nearest Secondary Market: Raleigh Job Segment: Real Estate, Bank, Banking, Credit Analyst, Banker, Sales, Finance

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

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.

Responsible for Overall Cyber Security sales, revenue growth, upsell and cross-sell, Customer stakeholder management. The candidate will need to possess Cyber Security technical knowledge along with soft skills, with expertise in two or more cyber domains - IAM, MDR, Cloud Security, EVM, GRC, Network Security, Data Security etc. Experience in Cyber Security Sales, Consulting, Delivery, Operations, and revenue management is expected. Responsibilities include: * Overall owner and accountable for CSP growth within ISU * Forge customer relationship and setup regular connect to ensure business development and growth with external and Internal customer stakeholders * Build customer trust and act as Trusted Cyber Security technology partner * Understand customer business problems, look for opportunities and convert it into mutually valuable programs. * Deliver and present solutions to various level of stakeholders including C-suite * Deep understanding of Revenue growth and management * Forecast and track revenue targets * Ensure Delivery Excellence and meeting of customer satisfaction targets * Work with various stakeholders on RFI/RFPs to ensure complete understanding of scope of work, alignment with SoW for Delivery * Govern and advise on Program delivery plan development, resource loading plan, onboarding plan * Identify red flags and escalate to right stakeholders within time to contain and fix brewing issues * Plan for contingency and manage customer expectations * Ensure understanding of Customer requirements, position/job description, Activities to be undertaken * Facilitate a culture of trust * Provide guidance and be a mentor to team members * Identify and groom Cyber Security leaders * Monitor and tracks team member performance * Provide continuous feedback and opportunities for continuous improvement Qualifications: * 13 or more years of relevant experience. * Bachelor's degree with preferred specialization in Cyber or information Security * Good knowledge of Banking, Financial Sector, and Insurance industry * Ability to quickly learn new technologies * Certifications: CISSP / CCSP * Experience in Onsite/Nearshore/Offshore delivery model to ensure successful program and service delivery is a plus * Good office skills including PowerPoint, word and excel Behavioral Expectations: * Possess strong analytical thinking and critical thinking skills; and a proven ability to propose and win Cyber Security programs * Must be able to work independently with minimal guidance and supervision * Detail oriented with strong communication skills * Excellent communication and interpersonal skills * Ability to influence others and negotiate * Excellent business problem-solving skills * Ability to communicate and lead discussions at all levels of customer organization * Ability to represent during RFP defense and solutioning * Ability to work in a Global operating model * Must be a go-getter with ownership mindset * Ability to build trust with all stakeholders * Have Strong business acumen and customer centric mindset * Ability to take decisions with a Win-win outcome * Ability to create strategy and plan * Must have learning aptitude and keep close to current technologies * Have a Leadership mindset to ensure self and team growth * Be a leader, have strategic thinking and ability to come up with improvements in current ways of working, improve and forge new relationships * Strong Governance and ability to setup accountability Salary Range: $139,300-$188,500 a year #LI-AK1

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

The Medical Banking Officer is responsible for developing, managing, and expanding relationships with medical practices and related businesses with an emphasis on dental and veterinarian practices. This role focuses on delivering customized financial solutions that meet the unique needs of medical professionals, including credit, SBA financing, treasury management, and deposit services, while upholding HomeTrust's culture fundamentals. This position is expected to source business from external calling efforts, and there is a high level of personal monthly loan production, spending approximately 60% to 70% of time outside of the office engaged in business development and consultation activities with clients, prospects, and referral sources. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Develop and execute a business development plan focused on dentists, veterinarians, physicians and other medical practices. * Serve as the primary point of contact for assigned relationships, providing exceptional service and proactive financial advice. * Identify opportunities to cross-sell treasury management, deposit, SBA, lending, and wealth solutions to deepen client relationships. * Partner with internal teams to deliver seamless onboarding and ongoing client support. * Perform business development activity through external calling efforts on existing clients and prospects. * Gather information needed to assess business loan, deposit, and treasury management needs of clients and prospects. * Analyze financial statements and prepare credit packages for new and existing relationships in partnership with credit team. * Collaborate closely with the bank's SBA Lending team to structure government-guaranteed loans that meet the unique needs of healthcare clients (start-up practices, acquisitions, expansions, equipment purchases, and real estate). * Monitor portfolio performance, including covenant compliance, credit quality, and profitability. * Collaborate with Treasury Management to develop business opportunities within existing portfolio and prospects. * Maintain a good working relationship with branches, credit administration, loan operations, deposit operations, mortgage, and all other partner groups, working as a team internally and across departments. * Promote and introduce personal/consumer bank services to customers, including consumer and mortgage loans, IRAs, and certificates of deposit. * Stay informed on trends, regulations, and challenges affecting the healthcare industry. * Provide consultative guidance to clients on financial best practices specific to the healthcare sector. * Represent the bank at healthcare industry events, trade shows, and networking opportunities. * Maintain confidentiality and security of sensitive information. * Adhere to all corporate policies and procedures, Federal and State regulations, and laws. * Complete all mandatory annual compliance training. * Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. * Perform other duties and special projects as assigned. Job Requirements Education: * Bachelor's degree in business, finance or related field. Required: * 5+ years of experience as a business, SBA or commercial banker, with a focus on dental and veterinarian clients strongly preferred. * Experience working with SBA loan programs (7(a) and 504) and partnering with SBA lending teams a plus. * Proven track record of originating and managing a profitable loan and deposit portfolio. * Demonstrated knowledge of bank policies, procedures, and lending practices. * Thorough knowledge of all business lending and deposit products. * Demonstrated knowledge of credit analysis functions and related requirements and procedures. * Ability to successfully complete bank training program(s) for lending (depending on experience and background as a lender). * Highly developed communication and presentation skills. * Ability to resolve customer concerns/issues in a positive way. * Effective team member and demonstrated collaboration skills. * Skilled professional networker. * Excellent attention to detail. * Proficient in Microsoft Office products. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. * This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. * Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. * Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. * The employee will frequently communicate and must be able to exchange accurate information with others. * The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

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

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

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 ************

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.

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 100-130 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