Relationship manager jobs in Charlotte, NC - 544 jobs

Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication Acts in a pro-active manner with assigned clients and builds relationships to ensure retention Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed Performs under pressure with minimal direction Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Regular, reliable, and punctual attendance Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations * 5+ years of experience working in a related position in the retirement services sector * Strong MS Office skills to include Excel Preferred (but not required) education or skills for this role are * Bachelor's degree in a business related field or industry experience * DST experience Competencies Verbal and Written Communication Skills Independent Time Management Diplomatic Creative Problem Solver Integrity Analytical Thinker Resourceful Team Player Sound Judgment Results Driven Exhibits Personal Credibility Forward Thinking Planning and Organizing Project Management Travel: Up to 10% Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. 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").

Why Join Howden US? At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030. We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future. Why Howden? You'll Own It With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own. You'll Be Empowered We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise. You'll Be Part of Something Bigger Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will. What is the role? The Client Service Manager is responsible for leading, developing, and overseeing the Client Service team to ensure exceptional delivery across the end-to-end client lifecycle-from onboarding to renewal to ongoing service. This role acts as a critical operational leader, ensuring that processes are efficient, documentation is accurate, service levels are met, and the team is equipped to support Account Executives and Account Representatives effectively. You will set the standard for service excellence by coaching team members, optimizing workflows, removing operational bottlenecks, and ensuring consistent, high-quality execution that enhances client satisfaction and retention. What will you be doing? Team Leadership & Development Manage, coach, and develop Client Service Representatives to ensure strong performance, engagement, and growth. Conduct regular quality checks on client deliverables; provide feedback and training where needed. Oversee workload distribution to balance capacity, manage deadlines, and ensure operational efficiency. Client Service Oversight Ensure timely and accurate execution of onboarding, renewals, certificates, endorsements, and documentation across the team. Serve as an escalation point for complex client or carrier issues, providing guidance and resolution support. Monitor compliance with internal controls, regulatory requirements, and documentation standards across accounts. Process Management Standardize and enhance processes for client service support across the client lifecycle. Partner with Practice Groups, Operations, and Accounting to streamline workflows and eliminate friction points. Use performance metrics and reporting to identify improvement opportunities and drive consistency across the team. Cross-Functional Collaboration Work closely with Account Executives and Account Representatives to understand client needs and align service priorities. Coordinate with carriers to support escalations, program changes, and complex servicing requirements. Collaborate with internal teams to ensure smooth execution across the client lifecycle. Key Skills & Competencies Leadership & Coaching: Ability to guide, develop, and motivate a service team while maintaining high performance standards. Operational Excellence: Skilled at building efficient processes, managing workflows, and ensuring quality control. Client Service Mindset: Strong commitment to delivering responsive, accurate, and value-added service. Communication: Clear and confident communicator across various stakeholders. Problem-Solving: Ability to troubleshoot issues proactively and navigate complex client or carrier situations. Technical Proficiency: Comfortable in insurance agency management systems (Epic, AMS360, etc.) and Microsoft Office tools. Qualifications Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience 5+ years of experience in insurance client service or operations 2+ years in a people leader role & strong stakeholder management skills Strong understanding of insurance policy documentation, billing workflows, certificates of insurance, and renewal processes Strong organizational and communication skills with a client-service orientation. Demonstrated ability to manage teams, drive process consistency, and uphold high service standards Solution minded with Root Cause Analysis problem solving capabilities Experience with process transformation via automation and/or AI is a plus What do we offer in return? A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives. Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us: Our successes have all come from someone brave enough to try something new We support each other, in the small everyday moments and the bigger challenges We are determined to make a positive difference, at work and beyond We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances. Our sustainability promise We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.

Account Manager, Men's Health (Remote In Territory) Job Category: Sales Posting Details Full-Time Remote Job Details Description * Candidates must reside in the North Carolina - Western Region of the State* Purpose and Scope The Account Manager, Men's Health - North Carolina (Remote In Territory) will be responsible for engaging Healthcare providers and other key customers within an assigned geographical universe, communicating clinically focused selling messages to create and grow revenue, and consistently delivering product goals. We expect you to demonstrate strong and consistent sales performance that exceeds forecast and expectations related to product goals. The Account Manager, Men's Health will accomplish this in a compliant manner with a high degree of integrity strictly following all Tolmar policies and in compliance with all policies and procedures governing the promotion of pharmaceutical products in the US. Essential Duties & Responsibilities Collaborate with regional colleagues, as well as other field-based and home office personnel teams to proactively address customer needs, market dynamics and trends and develop strategies which support brand and corporate objectives within assigned geography. Participate and help lead initiatives to support sales success as assigned (e.g. participate in industry related congresses, local and regional meetings and medical conferences). Knowledge, Skills & Abilities Knowledge of Microsoft Office products including Outlook, Word, PowerPoint and Excel. Excellent interpersonal, written and verbal communication skills. Excellent analytical skills and proven strategic thinker. Advanced Skill in organization and follow-up. Skill in negotiation and selling techniques with demonstrated accountability in executing sales plans. Aptitude for learning technical and scientific product relation information. Highly motivated for success with a "can do" attitude. Ability to work independently. Ability to manage multiple projects both inside and outside the organization. Ability to work with multiple interruptions and tight deadlines. Ability to execute effective business plans for assigned territory. Ability to develop working relationships with both internal and external customers and work as a team player with employees at all levels. Ability to take initiative in the absence of precise direction. Ability to demonstrate good judgment, discretion and compliance to industry ethical guidelines. Demonstrates assertive selling techniques including asking for business on every call. Core Values Tolmar's Core Values: Center on People: We commit to support the well-being of our patients. We are committed to treating our employees and those we serve as valued partners. By placing people at the heart of our actions, we actively engage, invigorate, acquire knowledge, and grow together. Are Proactive & Agile: We embody a culture of engagement and action. With a hands-on approach, we fearlessly adapt to change. We anticipate, respond swiftly and efficiently to ignite a spirit that propels us towards extraordinary outcomes. Act Ethically: We are committed to consistently conducting our business in an ethical, compliant, and socially aware manner, in line with our purpose of positively impacting lives. We actively cultivate diversity, equity, inclusion & sustainability in our workplace. Constantly Improve: We are committed to a collaborative & proactive effort to improve our products, systems, processes, and services by reducing waste, increasing efficiency & improving quality. Are Accountable: We think, act, and communicate with honesty, transparency, and clarity in alignment with our core values. We don't compromise our values for near term gain. We take accountability & ownership of our work, actions, successes, and setbacks. We strive to deliver our best as we shape the future. Education & Experience Bachelor's degree in science, business or related field 2 or more years of successful business-to-business sales experience Experience with in-servicing and training office staff, nurses and office managers Working Conditions Office environment; requiring sitting and standing. Overnight travel is required up to 50%. Ability to lift 50 pounds. Travel by air as required. Availability to work extra hours and on weekends as necessary. Compensation Tolmar compensation programs are focused on equitable, fair pay practices including market-based base pay and a strong benefits package. The final compensation offered may vary from the posted range based on the selected candidates qualifications and experience. The pay range for this position at commencement of employment is expected to be between ($85,000 and $105,000/year); however, while salary ranges are effective from 1/1/26 through 12/31/26, fluctuations in the job market may necessitate adjustments to pay ranges during this period. Further, final pay determinations will depend on various factors, including, but not limited to geographical location, experience level, knowledge, skills and abilities. About Tolmar Tolmar is proud to have earned a reputation for performance and innovation. Through a progressive company culture, Tolmar has established a legacy as a trusted name in the research, development and manufacturing of high quality topical products used in dermatology, and extended release dosing forms for products commonly used in urology and oncology. Founded in 2006, we are a private company known internationally for our advanced drug delivery capabilities and our unmatched commitment to our partners, and to the patients and provider communities we serve. Since our inception, Tolmar has produced 22 marketed products supported by 5 New Drug Applications (NDAs) and 17 Abbreviated New Drug Applications (ANDAs) across urology and oncology and dermatology. With more products forthcoming, our dedicated pipeline reflects Tolmar's future-focused approach. Tolmar offers exciting opportunities that will leverage your abilities, expand your skills, and reward your contributions in an atmosphere that encourages both personal and professional growth. Additionally, Tolmar offers competitive compensation and excellent benefits including: Competitive and inclusive medical, dental and vision coverage options Flexible Spending Accounts for medical expenses and dependent care expenses HSA through our HDHP CompleteCare reimburses you and your dependents for eligible health care expenses and premium expenses incurred under alternate group health coverage Generous 401K match - currently match 100% of your contributions up to the first 6% of compensation and 50% from 7%-12%, but never greater than 9% Tolmar-paid Life, LTD and STD insurance coverages, as well as voluntary benefit options Employee Assistance Plan, Legal Guidance and Funeral Planning & Concierge Services Adoption and family-planning benefits, Fertility and Family Forming Benefits Generous paid time off, including: Vacation, sick time and holidays Volunteer time to participate within your community Discretionary year-end shutdown See More @ ************************************* We provide a positive work environment designed around the philosophy of mutual respect and the challenge and rewards of contributing to the continued success of our organization. Tolmar is committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. Tolmar is an Equal Opportunity Employer. We do not discriminate on the basis age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions are based on job-related factors. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Tolmar.com

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with Producer; Binds insurance coverage and prepares binders and/or delegate certificates issuance; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Provides technical guidance to staff assisting with client needs or procedural issues; Notifies brokers of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Six (6) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Proficient in Microsoft Office Suite Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork#LI-CP1 #LI-Remote

Artech is currently looking to hire an Account Manager to join our expanding team in Charlotte, NC to support our industry's rapidly changing short and long term initiatives and staffing requirements. We are looking for individuals with a proven work ethic who are self-starters, competitive and team-oriented, of high moral character, and are driven towards the achievement of their personal and professional goals. Job Description: Gain market share at our client(s) by increasing headcount, revenue, and gross margins. Meet with client Hiring Managers on a daily basis to develop lasting relationships Mananging the client relationship, pre-sales, post-sales, and technical assistance. Developing and implementing sales strategies. Establish relationships with client decision makers. Secure new business opportunities. Building a sales pipeline for the account(s). Management of SLAs set by the client, and track and measure progress. Effectively manage and prioritize a high volume of requisitions Work closely with the technical recruiting team to clearly communicate client requirements ensuring the successful identification of candidates. Skills & Experience Required: Bachelor's Degree required 1-3 years experience in a fast-paced IT Staffing experience OR Prior experience as account manager or service delivery for a large staffing firms directly servicing clients Key Competencies Customer/Client service Influence/Persuasion Communication (Verbal & written) Presentation skills Networking skills Organization & Time Management skills Artech LLC is an Equal Opportunity / Affirmative Action Employer and does not discriminate because of age, color, disability, ethnicity, marital or family status, national origin, race, religion, sex, sexual orientation, military veteran status, or any other characteristic protected by law. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. Want to read more about Artech? Click to visit our website or click on the following links to read what others are saying about us: , , , , , , , , , and ." Connect with Artech through Social Media Learn more about our company including the latest events at Artech, new job opportunities, jobseeker tips, and more. Follow us on , , , , and .

Account representatives - do not pass up this opportunity for a great new job that combines client management with a consultative sales process for a global industrial distribution company. Partnering with 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. We are currently seeking an experienced Account Manager to help us maintain that commitment as we continue to grow. This is a relationship-based sales role. Build your book of business as you develop an established territory and customer base. All earnings are uncapped - your income is limited only by your ability to network and prospect for new customers and to grow your existing accounts. If you have a background in industrial distribution and are the kind of person who can talk with everyone from the CEO to the maintenance man on the shop floor and the purchasing agent, we want to talk with you! Responsibilities As an Account Manager, you will grow your territory (and your earnings!) by bringing in new business and developing repeat business relationships within your existing accounts. This will require that you call on engineers, maintenance, purchasing, and others to determine their needs through a consultative approach. Achieve sales and profit goals by developing and retaining existing customers and by opening new business * Conduct sales and service activities, develop strong customer relationships, identify product applications, and introduce new products and services * Prepare quotations and proposals, follow up, negotiate terms, and close transactions * Organize training sessions for customers * Survey market and competitive conditions * Complete reports regarding itineraries, expenses, sales calls, leads, and other related matters * Up to 40% overnight travel may be required Requirements Our Account Managers are self-motivated and driven by a desire to exceed expectations. They have strong prioritization, planning, and time-management skills, and a sense of urgency. Excellent verbal and written communication and interpersonal skills, and the ability to establish rapport building solid relationships at all levels of customer organizations are keys to success. * Minimum of 2 years proven outside industrial sales experience with a preference in pneumatics, machine vision and/or robotics * Proven experience and success in developing new business, building repeat business, and managing a sales territory * Mechanical and electrical aptitude, strong desire to succeed, and sense of urgency * Good communication skills (written & verbal), good English grammar * Computer skills and knowledge, including Excel * High school diploma or equivalent required; Bachelor's in engineering preferred Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

**The Best Teams are Created and Maintained Here.** + The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. **Duties and** **Responsibilities:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio + Develop accurate estimates and takeoffs for both new and existing clients as needed + Deliver timely bid proposals and designs for enhancement projects. + Generate referrals from existing client base and communicate leads to Business Developer + Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact + Conduct regular site walkthroughs with clients to ensure quality and service expectations are met + Lead and facilitate the resolution of client concerns or issues + Ensure timely account renewals within the assigned client portfolio + Proactively assess and address site enhancement needs during visits + Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations + Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met + Support hiring, training, and coaching of field crews for the assigned portfolio + Promote and enforce safety policies and procedures + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain proper account documentation and notes in the CRM system + Monitor and maintain satisfactory accounts receivable levels + Coordinate with the Branch Administrator to keep client records and contact information current + Perform additional duties as assigned by the Branch Manager **Education and** **Experience:** + Associate's or Bachelor's degree in a business-related field, or equivalent experience in a customer-focused service industry + Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace. + Strong written and verbal communication skills. + Demonstrated leadership and coaching abilities + Ability to foster collaboration and teamwork **Physical** **Demands/Requirements:** + Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools + Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time + Customarily and regularly spends more than half of the time working away from BrightView's places of business, walking job sites, selling and obtaining orders or contracts for BrightView's services + Ability to travel by car, train, and plane + Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours **Work** **Environment:** + Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week + Field-based position, a combination of office and customer-facing **_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._** **_This job description is subject to change at any time_** **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit ******************** At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular team-building events and philanthropic days to give back to the community - fostering a sense of purpose and fulfillment among our team. Join us for career advancement, innovative solutions, and a supportive environment focused on your success. WHAT WE'RE HIRING FOR Apex is looking for competitive, and self-motivated professionals! This is an excellent opportunity for those aiming to achieve significant earnings and advancement based on performance rather than tenure. As an Account Manager, you will be responsible for presenting our solutions and services to clients and assisting them in overcoming their business challenges. To ensure you are set up for success we provide a training program designed to educate you on Apex and our clients. In this role you will: Cultivate and maintain existing client relationships. Identify and pursue new business opportunities through prospecting and cold calling. Set up and conduct in-person meetings with key decision makers. Collaborate with industry and solution leaders to develop strategies to service accounts. Assist in drafting contracts and proposals for client solutions. Achieve sales performance goals. JOB REQUIREMENTS: We're looking for motivated candidates eager to excel in a sales role and possess the following qualities: Bachelor's degree preferred 1+ years of experience in a sales development or sales internship role Experience cold-calling and prospecting Excel as a results driven and process-oriented professional Proven ability to build and maintain strong professional relationships through lunch meetings and on-site visits Demonstrated ability to manage multiple tasks and deliverables simultaneously, showcasing exceptional organizational skills Manage and set priorities to achieve goals based on business needs This position will be a hybrid role and requires at least 3 days in-office per week OUR COMPREHENSIVE BENEFITS: Competitive Salary with commission opportunities. Health, Dental and Vision Insurance Health Savings Accounts (HSA) with Employer Contribution Flexible Spending Accounts Long and Short-Term Disability Life Insurance Voluntary Benefits Employee Assistance Program Paid Parental Leave Wellness Incentives Vacation and Holiday Pay 401(k) Retirement Plan with Employer Match Employee Stock Purchase Training and Advancement opportunities Tuition Reimbursement Birthdays Off Philanthropic Opportunities Referral Program Partial Gym Membership Paid Team Building Events Discount Programs Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact [email protected]. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact [email protected]. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact [email protected]. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact [email protected].

The Best Teams are Created and Maintained Here. * The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. Duties and Responsibilities: Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio Develop accurate estimates and takeoffs for both new and existing clients as needed Deliver timely bid proposals and designs for enhancement projects. Generate referrals from existing client base and communicate leads to Business Developer Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact Conduct regular site walkthroughs with clients to ensure quality and service expectations are met Lead and facilitate the resolution of client concerns or issues Ensure timely account renewals within the assigned client portfolio Proactively assess and address site enhancement needs during visits Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met Support hiring, training, and coaching of field crews for the assigned portfolio Promote and enforce safety policies and procedures Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings Maintain proper account documentation and notes in the CRM system Monitor and maintain satisfactory accounts receivable levels Coordinate with the Branch Administrator to keep client records and contact information current Perform additional duties as assigned by the Branch Manager Education and Experience: Associate's or Bachelor's degree in a business-related field, or equivalent experience in a customer-focused service industry Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace. Strong written and verbal communication skills. Demonstrated leadership and coaching abilities Ability to foster collaboration and teamwork Physical Demands/Requirements: Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time Customarily and regularly spends more than half of the time working away from BrightView's places of business, walking job sites, selling and obtaining orders or contracts for BrightView's services Ability to travel by car, train, and plane Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours Work Environment: * Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week * Field-based position, a combination of office and customer-facing BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer. This job description is subject to change at any time BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process. It's Not Just a Team. It's One BrightView.

Job Description CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CoreVest at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CoreVest Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CoreVest's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Must have experience in Business Purpose Lending (RTL and/or DSCR) Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Why work for CoreVest? Named IMN's 2025 Lender of the Year, recognized for excellence and leadership in the industry Backed by Redwood Trust, offering long-term stability, trust, and certainty of execution A true lifecycle lender with a broad, diversified product suite that supports growth at every stage Competitive pricing and flexible, customizable loan solutions that help you win and retain clients Direct access to Capital Markets and Underwriting for faster decisions and smarter collaboration Dedicated marketing support designed to drive real leads and close more deals A reasonable estimate of the compensation range for this role is $150,000-$250,000 (base + commission). The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Join Our Growing Team as a Client Success Partner! Are you a strategic thinker with a passion for driving product success through impactful marketing strategies? We are seeking a dynamic and results-driven Client Success Partner to lead go-to-market efforts, craft compelling product messaging, and collaborate cross-functionally to ensure market adoption and growth. Why You'll Love This Role: 💼 Leadership Opportunity: Take ownership of product marketing strategies and make a measurable impact. ⏰ Work-Life Balance: Enjoy a flexible schedule with full-time opportunities. 📈 Career Growth: Access professional development programs and advancement opportunities. 💰 Competitive Pay: Earn a stable income with performance-based bonuses. Responsibilities: Develop and execute go-to-market strategies for product launches and updates. Craft compelling product messaging and positioning to differentiate offerings in the market. Collaborate closely with product management, sales, and marketing teams to align strategies. Conduct market research and competitive analysis to identify opportunities and insights. Create sales enablement materials, including product guides, presentations, and training resources. Analyze product performance metrics and adapt marketing strategies for continuous growth. Lead customer feedback initiatives to refine product messaging and positioning. What We're Looking For: Proven experience in product marketing, preferably in a B2B or tech environment. Strong storytelling and messaging skills. Ability to translate complex product features into clear, customer-focused benefits. Excellent project management and collaboration abilities. Analytical mindset with experience in market research and competitive analysis. Passion for driving product success through innovative marketing. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance bonuses and recognition programs. Opportunities for career advancement and leadership growth. 🚀 Ready to Make an Impact? If you're passionate about bringing products to market and driving their success, apply today! Join us and contribute to the growth and innovation of our product portfolio. Your journey in Client Success Partner starts here. Let's build success together!

Job DescriptionDescription: The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects and take initiative on tasks. Position Responsibilities and Essential Functions Provides a consistently positive client experience through excellent service and execution in maintaining client accounts. Displays exemplary client service skills and mindset operating with a high degree of accuracy, attention to detail, organizational skills, and follow-through. Displays deep industry knowledge in assisting clients. Follows strict adherence to all CSP compliance policies, procedures, and standards. Maintains client files & profiles in the contact management system. Leads account opening, money movements, account transfers, wires & all account maintenance & documentation. Enters data & builds client profile in eMoney. Prepares daily & weekly transaction ledgers. Handles alerts and action items from platforms. Regularly prioritizes and manages time-sensitive tasks. Masters custodial, portfolio management, and customer relationship management software and platforms. Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets. Manages meeting logistics, materials & presentations. Assists with formulation of policies and procedures for opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis. Performs various administrative functions for the office: answering and directing phone calls, managing incoming and outgoing mail & packages, ordering supplies, & maintaining office equipment. Assists Financial Advisors, Branch Office Manager, or Regional Manager with client or office events & initiatives. Maintains regular and reliable attendance. Requirements: Professional Experience Series 7 required 5+ years of wealth management experience Prior professional experience preferred. Experience in a similar role within the financial services industry preferred. Bachelor's degree or Associate's degree required. Experience with custodial and client relationship management systems preferred. Knowledge of eMoney software preferred. Personal Attributes Excellent written and verbal communication skills to interface with clients, employees and vendors. Unquestionable integrity and good judgment. Strong client orientation and customer service skills. Ability to organize and prioritize work with attention to detail. Collaborative team player with positive attitude. Ability to learn new processes quickly, take initiative, and multi-task with little supervision. Proficiency with Microsoft Office Products - Power Point, Excel, Word, Outlook.

Note: This is a hybrid role based out of our Charlotte office. Employees must live within a commutable distance of the Charlotte metro area. Who You'll Work With At Slalom, personal connection meets global scale. Our vision is to enable a world in which everyone loves their work and life. We help organizations of all kinds redefine what's possible, give shape to the future-and get there. We are seeking a Client Partner (Principal or Sr Principal) to join our passionate Retail and CPG team in the Carolinas. Our work in Retail has been a foundation for Slalom Carolina's success and continues to be a significant area for growth across all of Slalom. You will work across all our capability domains, be an active leader in shaping and delivering our strategy in the Carolinas and participate in our global community of practitioners who deliver value to clients every day. What You'll Do * Engage with your clients and understand their strategies and objectives, environment, and industry * Proactively identify opportunities to help clients meet their objectives and to address challenges and constraints * Be highly aware of the work in which Slalom is engaged, and work with Accountable Executives to drive excellent * Build and maintain long term client relationships * Partner with clients to solve problems and bring value beyond the obvious * Lead engagements and project teams, delivering complex solutions * Lead and build pursuit teams to strategize/close deals and solutions * Be responsible for achieving and maintaining client satisfaction What You'll Bring * You thrive in a fast-paced environment, and you enjoy the variety of business development, contracting/negotiating, solutioning, client engagement, excellence enablement, operations/financial management, and team/people management all in a single role. * Ability to qualify leads and build strategies on developing deals * Manage a book of revenue of at least $1.5M-$3.5M+ * Experience building and nurturing trust-based relationships with clients and peers * Excellent stakeholder management and communication skills * Confidence in navigating complexity and conflict * Passion for the retail and CPG industry; curiosity and humility * Collaboration mindset - working across practices, account teams and markets to achieve the best outcome for clients About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through , our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges: The targeted base salary pay range for Client Partner - Sr Principal is $150,000 to $215,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

**Wealth Client Relationship Manager** The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. **Key Responsibilities and Duties** + Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date **Preferred:** + 3+ years of financial services experience + Series 7 and 66 (or 63 & 65) completed + Life and Health Insurance License completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-02-27 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

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

JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Job Description Commercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities Originate and manage commercial loans, including: Commercial Real Estate (CRE) C&I (Commercial & Industrial) Build, manage, and grow a commercial loan portfolio Analyze borrower financials and assess credit risk Prepare and/or review credit memos and financial spreads Partner with internal credit and underwriting teams throughout the loan process Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background 3+ years of commercial lending experience Demonstrated annual production and loan origination history Strong commercial credit foundation, including: Formal credit training and/or prior Credit Analyst experience Ability to read and interpret financial statements and spreads Underwriting experience (hands-on preferred) Experience managing and growing a commercial loan portfolio Existing book of business is a plus, but not required Experience with CRE and/or C&I lending Why This Role Relationship-driven lending environment Opportunity to make a direct impact on clients and the local market Access to leadership and decision-makers Supportive credit and operations teams Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. brian@solidrockrecruiting.com (605) 910-9530

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: Charlotte Nearest Secondary Market: Concord Job Segment: Credit Analyst, Real Estate, Compliance, Business Development, Bank, Finance, Sales, Legal

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Commercial Banking Officer is responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as maintaining and servicing an existing portfolio. This Officer represents the Bank in the local community through active participation in community affairs and participates in marketing all of the Bank's products and services. The incumbent will: Evaluate needs of potential clients and offer appropriate financial products, services and loans Promote and cross-sell other products and services as appropriate to client requirements Respond to client phone calls, inquiries and requests regarding accounts within 24 hours Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business Conduct networking activities such as community events, attending local Chambers of Commerce meetings, developing relationships with centers of influence and entertaining clients/prospects to enhance relationships and create new sales Develop call lists of clients and prospects to meet monthly call goals Conduct warm and cold prospect calls in accordance with stated goals Generate new business to meet annual growth goals Prepare and compile client information to assist in opening new accounts Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes Assist in preparing loan memos and documents to submit for loan approval Ensure completeness and accuracy of loan documentation Oversee timely closing and funding of loans Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Bachelor's degree in related field and minimum of three (3) years' banking or financial services experience required Experience working directly with customers at all levels, from support staff to business owners and managers Excellent communication and presentation skills, as demonstrated by previous experience interacting with decision makers and influencers Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process Experience working independently Ability to stay organized and multi-task Experience using Microsoft Outlook, Word and Excel PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise Some travel necessary for client/prospect meetings and networking events EOE/AA