Relationship manager jobs in Cheektowaga, NY - 125 jobs
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Relationship Manager
Account Manager
Business Relationship Manager
Commercial Banker
Licensed Relationship Manager
Northwest Bancorp, Inc. 4.8
Relationship manager job in Amherst, NY
Financial Center Amherst - Sheridan Drive * The Licensed RelationshipManager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
* High School Diploma or Equivalent preferred
Work Experience:
* 2 - 6 years Customer Service Experience preferred
* 2 - 6 years Sales Experience with Investment and Insurance Products preferred
* 2 - 6 years Administrative/Supervisory Experience preferred
* 3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
Licenses and Certifications:
* FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
* Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS:
* Complete BAI and other required coursework
* Demonstrate basic knowledge of products and services
* Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
* Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
* Identify and convert service to sales opportunities
* Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
* Ask existing clients and business partners for prospect referrals and developing COIs
* Actively seek opportunities to provide outstanding client experience to every client
* Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
* Get to know clients, help them work toward their financial goals, and anticipate their financial needs
* Own clients' service issues until they are resolved to the clients' satisfaction
* Transact client business accurately, timely, and with operational proficiency
* Responsible for ensure that they are consistently provide the best customer experience possible
* Assist Office Manager to ensure the customer experience within the office is consistently at a high level
* Provide support to staff in meet customer expectations
* Provide back up for the teller function
* Open new accounts and services
* Identify and resolve customer issues
* Assist with implement strategic business plan
* Conduct direct business calls/referrals on a regular basis
* Maintain community presence and involvement
* Assist with implementation of CRM initiatives
* Cross-sell Northwest products and services
* Assist with the office workload and workflow
* Assist with the implementation of changes, improvements and new procedures
* Review/monitor daily statistical reports
* Proactively seek coach to develop sales and service skills
* Manage teller workload/workflow
* Supervise vault operations and procedures
* Attend educational/train seminars as needed
* Assist with recovery activity
* Maximize office security
* Cultivate relationships with corporate staff in Warren
* Review/Monitor management reports
* Understand all technologies including Teller, Platform, and Lend Systems
* Attend/co-plan regular office meets
* Oversee and monitor cross-training of new and existing employees
* Assist with completion of Audit Certification
* Assist with scheduling of staff
* Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed
* Support corporate consumer collections efforts as required
* Quote loan/savings rates and terms
* Maintain security and compliance within the office
* Originate and process consumer loan requests
* Assist in the mortgage loan process as required
* Ensure that they and the office staff are consistently providing the best customer experience possible
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
KNOWLEDGE, SKILLS, AND ABILITIES:
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Ability to analyze financial and client data
* Ability to interact positively with clients
* Knowledge of Northwest products and services preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$87k-124k yearly est. Auto-Apply 22d ago
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Business Relationship Manager I- Officer
JPMC
Relationship manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 RelationshipManagement 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
$86k-129k yearly est. Auto-Apply 60d+ ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Relationship manager job in Buffalo, NY
JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with RelationshipManagers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$63k-101k yearly est. Auto-Apply 40d ago
Environmental Account Manager
NOCO Energy Corp 4.1
Relationship manager job in Buffalo, NY
Account Manager for Environmental Sales Territory: Western New York, Northwest Pennsylvania Compensation: $65,000 - $85,000/ year, plus commission What We Are Looking For The Account Manager is responsible for developing and executing strategic sales plans to drive revenue growth for NOCO's environmental products and services within a designated territory. This role requires a combination of leadership, sales acumen, territory management, and strong client relationship skills to achieve and exceed sales goals. We're seeking a motivated professional who is eager to contribute to the success of a growing, family-owned, third-generation business while expanding NOCO's environmental business in their assigned region. What You Will Do
Develop and implement strategic sales plans to achieve revenue and market share growth within the assigned region.
Meet or exceed established KPIs, including the minimum number of weekly sales calls, CRM updates, and documentation of customer visits, opportunities, and pipeline activities.
Cultivate and maintain strong relationships with key clients and prospects through consistent communication and value-driven solutions.
Understand client needs, assess market trends, and tailor NOCO's environmental products and services to meet customer objectives.
Set and achieve annual sales targets, revenue goals, and growth metrics for the assigned region.
Monitor sales activities, pipelines, and forecasts to ensure consistent progress toward targets.
Stay informed on industry trends, market conditions, and competitive activities to identify new opportunities.
Lead negotiations for major contracts and agreements, ensuring favorable terms for both the client and the company.
Collaborate with cross-functional teams, including marketing and operations, to ensure alignment between sales initiatives and company objectives.
Prepare regular sales reports, forecasts, and analyses to assess performance and recommend improvements.
Supervise and manage team performance, ensuring tasks are appropriately delegated, completed, and aligned with company expectations.
Provide ongoing feedback and communication with operations to support customer satisfaction and process improvement.
Attend regular team meetings (i.e. daily, weekly huddle meetings) to communicate priorities, safety, policies, company events, etc.
Perform other job-related duties as assigned to support departmental and organizational success.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company NOCO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need
Bachelor's degree in business, environmental science, or a related field.
Proven experience in sales and sales leadership roles, preferably within the environmental industry or a related sector.
Demonstrated success in achieving or exceeding sales targets and driving revenue growth.
Strong leadership and people management skills with a focus on team building, coaching, and development.
Excellent communication, negotiation, and interpersonal abilities.
Solid understanding of environmental products, services, and applicable regulations.
Strong analytical and strategic thinking capabilities.
Proficiency in Microsoft Excel, Word, PowerPoint, and other relevant technical tools.
Ability to accurately forecast sales and manage pipelines effectively.
Willingness to travel within the assigned region as needed.
What We Offer
Generous medical insurance offerings
Dental and vision plans
Company-paid life insurance
Company-paid short-term disability
Competitive compensation package
401(k) with company match
Health savings accounts
Generous Paid Time Off policies
7 paid holidays
Employee and family assistance program
Company-paid training
Safety incentives
Years of service incentives
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X.
About This Role
Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels.
SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace.
Job Responsibilities and Duties include, but are not limited to, the following:
* Proficient in both virtual and live customer engagements
* Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership
* Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
* Develop strong customer relationships by better understanding the customer's needs
* Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials)
* Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients
* Communicate territory activity in an accurate and timely manner as directed by management
* Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
* Successfully complete all training classes in a timely manner
* Complete administrative duties in an accurate and timely fashion
* Manage efforts within assigned promotional budget
* Effectively collaborate across all corporate functions
* Attend medical congresses and society meetings as needed
* Ensure timely access for patients through patient services and savings programs
* Overnight travel as indicated by the needs of the business
* Additional responsibilities as assigned
Qualifications / Requirements
* Bachelor's degree from an accredited college or university
* Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role
* 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space
* Psychiatry/CNS experience strongly preferred
* Demonstrated experience delivering outstanding results
* Launch experience strongly preferred
* Must live in the territory's geography
* Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals
* Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment
* Comfortability with uncertainty and high expectations
* Patient support services experience a plus
* Strong digital marketing aptitude
* Strong interpersonal, presentation, and communication skills
* Frequent driving, including extended periods of time behind the wheel
* Prolonged sitting and standing as part of daily job functions
* Ability to lift and carry up to 30lbs regularly
* Overhead reaching required to close and secure liftgates or similar equipment
Salary & Benefits
The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package.
Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
$100k-150k yearly 20d ago
Business Banking Relationship Manager-Upstate New York
Bank of America 4.7
Relationship manager job in Buffalo, NY
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
· Has proven success in consultative sales in financial services or in business-to-business sales
· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
· Is passionate about outside sales and enjoys spending time prospecting
· Wants to enhance existing relationships and exceed sales goals
· Can analyze financial conditions of clients and industry trends
· Can understand and interpret financial statements and cash flow analysis
· Has excellent communication skills and demonstrated leadership ability
· Enjoys partnering and negotiating with a team of bank employees to solve client issues
· Demonstrated management of a client portfolio with focus on relationship development and deepening
· Thorough knowledge of small business financial products and services
· Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management.
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101), US - NY - Pittsford - 1221 Pittsford Victor Rd (NY3240), US - NY - Syracuse - 205 S SALINA ST (NY3205) Pay and benefits information Pay range$75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$75k-95k yearly Auto-Apply 60d+ ago
Account Manager - State Farm Agent Team Member
Melissa Wilson-State Farm Agent
Relationship manager job in Elma, NY
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I opened my State Farm agency in Elma, NY, in 2022, continuing a family legacy that has been a meaningful part of our lives for years. As a second-generation State Farm Agent, I am proud to serve our community with dedication and care. Family is at the heart of everything I doboth as a mom to two wonderful sons and as a business owner. Helping people protect what matters most and guiding families through lifes everyday risks is my true passion. Its an honor to support our community and help life go right for you and your loved ones.
At our office, we are committed to continuous growth and improvement every day. We offer both individual and team-based bonus plans to recognize and reward hard work. Team members are encouraged and empowered to share their ideas for events, sponsorships, volunteer opportunities, and more. Being an active part of the community and making a positive impact is at the core of everything we do.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Melissa Wilson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-103k yearly est. 7d ago
Professional Liability Account Manager
Bing Recruitment 4.4
Relationship manager job in Buffalo, NY
Job Description
We are seeking a dynamic and experienced Professional Liability Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of Professional Liability (Management Liability) insurance accounts: D&O, E&O, EPLI, Cyber, etc., providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.
Responsibilities:
Serve as the primary point of contact for a portfolio of professional liability insurance clients
Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
Identify new market opportunities and develop strategies to expand our customer base
Build and maintain strong relationships with key clients, ensuring their needs are met
Prepare and present insurance proposals and renewals to clients
Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities
Qualifications & Experience:
Current property and casualty license
3 Years of experience preferred in professional & commercial insurance
Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
Detail-oriented with strong analytical and problem-solving abilities
Organizational skills with the ability to prioritize tasks effectively
$69k-108k yearly est. 31d ago
Account Manager, Wound Reconstruction & Care - Buffalo, NY
Integralife
Relationship manager job in Buffalo, NY
Changing lives. Building Careers.
Joining us is a chance to do important work that creates change and shapes the future of healthcare. Thinking differently is what we do best. To us, change equals opportunity. Every day, our colleagues are challenging what's possible and making headway to innovate new treatment pathways to advance patient outcomes and set new standards of care.
The Wound Reconstruction and Care Account Manager will be a responsible for Integra's Integra Skin, PriMatrix and OmniGraft, product lines and solely responsible for supporting the sales of these products for a defined territory within the Hospital OR/Surgery and post-acute wound care setting. Primary responsibility will be to achieve or exceed defined territory sales revenue targets through strategic planning, relationship building, new account targeting, extensive product knowledge and exceptional customer service. The Account Managers will call on multiple call points/specializations with majority of time spent in the Operating Room. The Account Manager will work across Integra functional areas to ensure customer satisfaction. The Account Manager will work with their team to ensure that regional/corporate financial goals are met.ESSENTIAL DUTIES AND RESPONSIBILITIES
Develop new business with customers and accounts previously not sold to
Attain monthly and quarterly sales objectives as defined by regional manager and corporate senior management
Develop a formal business plan at the beginning of each fiscal year to be followed by subsequent monthly and quarterly territory reports aimed at achieving territory sales goals
Work with peers when called up to support case coverage and inventory requests
Take initiative to identify new business opportunities
Identify product improvement opportunities for sales, marketing and product development teams.
Maintain high level of technical, product and disease state knowledge
Provide a consultative role in the OR environment in accordance with specific product indications
Operate within defined budgets and strictly with in accordance with Corporate policies and procedures
Strictly adhere to the policies and procedures within the Advamed Code of Conduct and the Sunshine Act
Perform sales administrative duties in a timely manner and as defined by management.
QUALICATIONS/EDUCATION & EXPERIENCE
Bachelor's degree or an equivalent combination of education (Associate degree or Medical Certification -CST, PT, etc.) and/or experience is required
Minimum of 4 years of professional and/or related experience is required.
Candidate must be local to Buffalo
Prior experience working in an operating room environment is required.
Valid driver's license issued in the United States
Willing and able to work outside of normal business hours
Ability to travel on occasional weekends and/or overnight travel.
Residence in or the ability to relocate to the posted territory
Strong technical product knowledge of surgical instruments, procedures, protocols and solutions
Strong interpersonal communication, influencing, critical thinking and problem-solving skills required.
A qualified candidate will be efficient, organized, self-motivated, positive and pro-active
Available before and after traditional work hours (9-5)
PHYSICAL REQUIREMENTS
The physical requirements listed in this section include, but are not limited, to the motor/physical abilities and skills require of this position in order to successfully undertake the essential duties and responsibilities of this position. In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations may be made to empower individuals with disabilities to undertake the essential duties and responsibilities of the position.
While undertaking the essential duties and responsibilities of the position, the employee must repeatedly
sit, listen, speak, and travel by air, train and automobile. The employee is required to go to all areas of a hospital or similar medical facilities. The employee may be required to periodically lift and/or move up to 65 lbs.
ADVERSE WORKING CONDITIONS
The adverse working conditions listed in this section include, but are not limited to, those environmental conditions to which the employee may be exposed while undertaking the essential duties and responsibilities of this position, which is that of a general plant environment. Possible exposure to hospital pathogens.
SELECTION GUIDELINES
Formal application, rating of education and experience; oral interview and reference check; job related tests may be required.
DISCLAIMER
The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
Our salary ranges are determined by role, level, and location. Individual pay is determined by several factors including job-related skills, experience, and relevant education or training. In addition to base pay, employees may be eligible for bonus, commission, equity or other variable compensation. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Additional Description for Pay Transparency:
Subject to the terms of their respective plans, employees and/or eligible dependents are eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance, and savings plan (401(k)).
Subject to the terms of their respective policies and date of hire, Employees are eligible for the following *******************************************
Integra LifeSciences is an equal opportunity employer, and is committed to providing equal employment opportunities to all qualified applicants and employees regardless of race, marital status, color, religion, sex, age, national origin, sexual orientation, physical or mental disability, or protected veteran status.
This site is governed solely by applicable U.S. laws and governmental regulations. If you'd like more information on your rights under the law, please see the following notices:
EEO Is the Law | EOE including Disability/Protected Veterans
Integra LifeSciences is committed to provide qualified applicants and employees who are disabled veterans or individuals with disabilities with needed reasonable accommodations in accordance with the ADA. If you have difficulty using our online system due to a disability and need an accommodation, please email us at ***********************.
Unsolicited Agency Submission
Integra LifeSciences does not accept unsolicited assistance from search firms for employment opportunities. All CVs/resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. A formal written agreement is required before engaging any agency, and it must be executed and authorized by the Vice President, Talent Acquisition. Where agency agreements are in place, introductions (the initial sharing of a candidate's name, resume, or background) are position-specific and may only occur within the scope of that approved agreement. Please, no phone calls or emails.
Integra - Employer Branding from Integra LifeSciences on Vimeo
$60k-103k yearly est. Auto-Apply 47d ago
Account Manager - State Farm Agent Team Member
Mary Alice Ubal-State Farm Agent
Relationship manager job in Buffalo, NY
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$60k-103k yearly est. 21d ago
Account Manager - State Farm Agent Team Member
Michael Casseri-State Farm Agent
Relationship manager job in Buffalo, NY
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Michael Casseri - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-103k yearly est. 29d ago
Account Manager - State Farm Agent Team Member
Michele Proietti-State Farm Agent
Relationship manager job in Buffalo, NY
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency first opened in 2017 and expanded with a second location in 2023. We currently have a team of seven talented and dedicated professionals. My journey with State Farm began as a team member, then I worked on the corporate side before becoming an agent an experience that gave me a strong foundation for building a successful, people-focused agency.
I earned my masters degree in Math Education from University at Buffalo. Im married with two wonderful kids and we love being involved in our community. Our team supports local programs like the Police Athletic League, health and education events at community centers, the Jamaican Market Festival, church activities, and more.
We offer a Simple IRA, licensing reimbursement, and flexibility when needed. Our culture is warm and collaborative, and were looking for individuals who are driven, organized, friendly, and able to show empathy. If youre someone who thrives in a team environment and loves making a difference, this could be the perfect place for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Michele Proietti - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-103k yearly est. 6d ago
Account Manager
The Betlem Service Corporation
Relationship manager job in Buffalo, NY
About Us
We offer a broad spectrum of commercial and residential HVAC and facilities services, from rooftop to foundation and everything in between. In addition to HVAC repairs and maintenance, our portfolio of facilities services includes on-site personnel for building management operations and maintenance.
Job Summary
Job Summary:
EMCOR Services Betlem is looking for a Account Manager with the ability to estimate and propose facilities and commercial HVAC&R service agreements.
Responsibilities:
Develop and manage a pipeline of commercial and industrial HVAC projects.
Conduct site visits, gather technical requirements, and prepare detailed proposals.
Collaborate with engineering, estimating, and project management teams to deliver turnkey solutions.
Present and explain our solutions, energy efficiency benefits, and ROI to clients.
Maintain strong relationships with clients, suppliers, and engineering firms.
Provide ongoing account management to ensure client satisfaction, retention, and repeat business.
Resolve customer issues and coordinate with internal teams to ensure timely and effective solutions.
Stay current on industry trends, technologies, and local building codes.
Meet or exceed sales targets and contribute to overall company growth.
Qualifications:
5+ years of experience in commercial/industrial HVAC sales or engineering.
Strong understanding of HVAC systems, controls, and energy efficiency principles.
Excellent communication, presentation, and negotiation skills.
Proficiency in CRM software and Microsoft Office Suite.
Valid driver's license and willingness to travel throughout Western NY.
Essential Skills:
Excellent written and verbal communication skills a must
Strong problem solving skills
Strong computer skills
Prospecting skills
Negotiation
Client relationships
What you will receive:
Vehicle allowance.
Health insurance.
401(k).
Ongoing training and professional development.
As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled
Compensation Range: $90,000/year-$100,000/year
Other Compensation:
This position is commission eligible.
Benefits: We are committed to providing employees a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program.
#betlem
#LI-P1
Equal Opportunity Employer As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled Affirmative Action Policy
Please review our Affirmative Action Policy.
Notice to Prospective Employees Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine.
EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent.
$90k-100k yearly Auto-Apply 60d+ ago
Specialty Insurance Account Manager
Lawley Agency, LLC
Relationship manager job in Buffalo, NY
Job Description
These are the
fun
damental components of the job:
Managing Financial Lines of Business for Commercial Insurance accounts including renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
Specialize in Financial Insurance Coverages - Directors & Officers Liability, Cyber Liability, Employment Practices Liability, Professional Liability, Employment Practices Liability, Crime, Pollution, Fiduciary Liability, etc.
Conduct consultative conversations with a Commercial client base; establish & maintain carrier relationships, including regular meetings and presentations to new and existing clients
Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
Other
fun
ctions of the job:
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
Insurance experience in account management for 3 years or more
Coverage Experience in Financial Lines of Commercial Lines Business - Cyber Liability, Directors & Officers Liability, Professional Liability, Employment Practices Liability, Crime, Pollution, Fiduciary Liability
Property/Casualty License; designations preferred
Relevant knowledge of insurance products, documents and usages
Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Open to continuing education, college degree or equivalent industry designations
Positive attitude, even in a fast paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills
Precise communication skills, even under time constraints
A bit about Lawley!
We are not a call center environment
We achieve success by building genuine relationships together, with our teams and clients
We are a family owned insurance broker (nearly 70 years!)
We are deeply committed to the communities we serve and love to get involved
We work hard and play hard!!!
Why Lawley?
Competitive salary and referral bonuses!
Expansive Benefits (Medical, Dental, Vision-and SO many more)
3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day!
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Educational support, career development, and growth opportunities
Job Security (we've never had a lay-off, even during the pandemic)
Flexibility, including hybrid schedules! Business hours 8am-4:30pm
Comfortable, family-oriented culture, with an emphasis on work life balance
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
Fulfilling opportunities that align with your career path and our business needs
The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $51,498.15 to $85,380.25.
$51.5k-85.4k yearly 9d ago
Account Manager Trainee
Primetime Vision Marketing 4.1
Relationship manager job in Williamsville, NY
At Primetime Vision Marketing we have developed many successful marketing campaigns that can reach your ideal customers where it matters most.
Primetime Vision Marketing works hand in hand with some of the biggest retailers in the world to offer their customers a unique shopping experience that can not only help educate the customer but also give each customer the right information to help make the best decision for them or their family. These campaigns happen in-store and can dramatically increase sales for our clients products or services.
Job Description
We are an independently owned sales and marketing firm specializing in client acquisition and promotional marketing for Fortune 500 companies in Buffalo, NY.
We promote a culture in which individuals are rewarded for the effort they put forth. Our management training program is structured on the principles of a merit-based system and does not operate off seniority. Having a dynamic culture is essential to the company; we foster a positive environment that promotes competition and team development.
We recently signed new clients and are expanding throughout the Buffalo market. Rapid growth and success are qualities that have set us apart with the Fortune 500 companies we represent. Our team consists of individuals who are highly motivated and goal-oriented. We thrive in an environment built on vision and passion.
We Provide:
Open Door Management Policy and Daily Feedback
Training in all areas of Sales, Marketing, and Business
Contemporary Work Environment
Merit-based Promotions and Bonuses
Opportunity to Run Meetings and Client Presentations
Guaranteed Weekly Base Pay
Uncapped Commission
Training Provided In:
Marketing Strategies
Face to Face Client Acquisition
Leading, Coaching & Developing
Business Management
Team Building and Training
Sales Presentations
Human Resources - Recruiting
In person sales with customers
Qualifications
1-2 years customer service/sales experience
High Student Mentality towards Learning
Leadership Background and Excellent Time Management Skills
Customer Relations Skills including Excellent Listening/Ability to Hear Customer Needs
Goal-Oriented with Strong Organizational Skills
Sales Experience a Plus (not required)
Ability to Work Effectively as Part of a Team or a Team Leader
Hunger and Passion to Grow and Advance
Additional Information
All your information will be kept confidential according to EEO guidelines.
$66k-105k yearly est. 60d+ ago
Account Manager (Ad Pro)
Asmglobal
Relationship manager job in Buffalo, NY
LEGENDS GLOBAL
Two powerhouse companies have joined forces to redefine excellence in sports, entertainment, and live events. Together, we combine unmatched expertise with a global reach, offering end-to-end solutions - from venue development and event booking to revenue strategy and hospitality.
Our organization is committed to building an inclusive, innovative environment where differences drive solutions that benefit our team members, guests, and partners. Guided by our values of respect, integrity, and accountability, we create a workplace where everyone can succeed. Are you ready to be part of the team that is transforming live entertainment? Join us to make legends happen!
THE ROLE
The Account Manager will lead day-to-day operations for customer relationships with a focus on providing our customers/partners world-class service and strategic solutions resulting in increased customer retention and revenue. The Account Manager oversees customer orders from start to finish to ensure completion, accuracy, and customer satisfaction.
ESSENTIAL DUTES AND RESPONSIBILITIES
The Account Manager plays a vital role in the Company. Other duties may be assigned to meet business needs. The essential duties and responsibilities of the position include:
Manage all aspects of current customer relationships
Actively engage and plan with current customers, proactively, to achieve their goals
Meet with current accounts, in person or virtual, on a regular basis (weekly, monthly, quarterly)
Enhance current customer relationships with focus on new/improved branded merchandise solutions to meet their needs or goals for a project
Lead all aspects of customer engagement: customer meetings, proposals, ideation for branded solutions, securing orders, entering orders, customer satisfaction and follow up after an order or project, etc.
Use creative thinking and industry knowledge to curate the best solutions for a customer/partner and drive the best ROI for their business
Responsibility and accountability for individual and department revenue growth targets and budget managementManage all customer/partner deliverables (solutions proposals, orders, achieving targeted in hands dates, etc.) to ensure quality standards and client expectations are met and we are compliant with all licensing guidelines (where applicable)
Support corporate sales team for all aspects of current customer or new relationships
Utilize CRM as a tool for customer management and revenue generation
Work with other departments to ensure satisfactory fulfillment of all client deliverables/communication
Strive to achieve company and department goals and objectives
Develop strong, long-term relationships with both customers and co-workers
SUPERVISORY RESPONSIBILITIES
Carries out supervisory responsibilities in accordance with all Legends & ASM policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty with energy and enthusiasm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE
A bachelor's degree
A minimum of one year of experience in a similar position, or
An equivalent combination of education and experience (preferably in customer service, marketing or sports management)
Proficient in Microsoft Office products, invoicing systems, CRM
SKILLS AND ABILITIES
Good interpersonal and customer service skills, well-developed verbal and written communication skills, and the ability to work with internal and external clients
General business acumen with a focus on business strategy and branded solutions strategy
Strong personal management, communication, time management and organizational skills; proven ability to multi-task and manage projects on strict deadlines
Professional image and demeanor; strong ability to work well with co-workers and supervisors in team environment
Possess high degree of discretion and professionalism
Highly organized and able to manage multiple priorities and projects while working with many customers at the same time
COMPENSATION
Competitive salary of up to $60,405.80 commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan.
WORKING CONDITIONS
Location: On Site at AdPro Buffalo, NY
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NOTE:
The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.
Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.
$60.4k yearly Auto-Apply 60d+ ago
Account Manager - State Farm Agent Team Member
Dan Schmidt-State Farm Agent
Relationship manager job in Lockport, NY
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Dan Schmidt - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
We believe great results come from consistency and teamwork. Our office offers ongoing sales challenges and recognition programs that reward effort, activity, and performance. New hires can take advantage of fast-start incentives, while experienced team members have opportunities to earn cash bonuses, gift cards, extra paid time off, and ongoing recognition for exceeding expectations.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-102k yearly est. 21d ago
Account Manager
William Mattar, P.C
Relationship manager job in Williamsville, NY
Help businesses connect with their customers through impactful phone numbers
Looking for a role where your dedication fuels impact and your hustle reaps rewards? Join our company as an Account Manager and jump start your sales career!
Negotiate contracts, analyze trends, oversee platform updates (mumber.com), and provide top-notch customer service - all while generating leads and tracking sales that directly affect your earnings (competitive $60k base salary + bonus)
Essential Duties:
Sales Management: Attend industry trade shows and conferences, leverage online marketing tools to cultivate leads, and convert prospects into loyal customers. Handle contract negotiations, analyze industry trends, oversee platform updates, and provide exceptional customer service while generating leads and tracking sales performance. (Competitive salary + bonus included!)
Lead Generation and Pipeline Growth: Utilize tools like ZoomInfo and other resources to identify and nurture leads, expanding the sales pipeline.
Performance Tracking and Reporting: Monitor and analyze sales metrics, providing detailed reports to support informed decision-making.
Inventory Oversight: Manage and optimize the company's phone number inventory, ensuring efficient utilization and safeguarding its value.
Market Analysis and Strategy: Evaluate market trends to recommend trades, purchases, and sales that maximize revenue and enhance client satisfaction.
Platform Updates Management: Oversee updates to mumber.com, managing project timelines, budgets, and ensuring a seamless user experience.
Marketing Campaign Execution: Develop and manage automated email campaigns to engage leads and drive conversions.
Other Duties:
Managing Revenue Cycle: Assist with sending invoices and collecting payments, ensuring timely financial transactions.
Collaborating with IT: Partner with IT on specific tasks related to routing and acquiring new numbers.
Managing Web Domains: Oversee web domain accounts, ensuring their functionality and security.
Expanding Client Network: Generate agreements with new clients, fostering strategic collaborations and expanding our reach. Add new parties to our case management system, ensuring accuracy and data integrity of our client database.
Reviewing Marketing Content: Review blog posts from marketing, contributing to content quality and effectiveness.
Analyzing Data: Prepare quarterly usage reports leveraging data for informed decision-making.
What we offer:
Competitive salary $60,000 + performance-based bonus
Supportive team environment
Growth opportunities
Generous PTO
Education:
College Degree in Business or a related field preferred
Experience:
B2B sales experience.
Experience selling intangible products.
Proven ability to generate leads, qualify prospects, and close deals.
A track record of meeting and exceeding sales quotas.
Experience with cold calling (a plus).
Familiarity with CRM software (a plus).
Ready to launch your sales career to new heights? Send your resume today!
$60k yearly Auto-Apply 60d+ ago
Licensed Relationship Manager
Northwest Bank 4.8
Relationship manager job in Amherst, NY
Financial Center
Amherst - Sheridan Drive
-
The Licensed RelationshipManager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
High School Diploma or Equivalent preferred
Work Experience:
2 - 6 years Customer Service Experience preferred
2 - 6 years Sales Experience with Investment and Insurance Products preferred
2 - 6 years Administrative/Supervisory Experience preferred
3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
Licenses and Certifications:
FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS:
Complete BAI and other required coursework
Demonstrate basic knowledge of products and services
Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
Identify and convert service to sales opportunities
Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
Ask existing clients and business partners for prospect referrals and developing COIs
Actively seek opportunities to provide outstanding client experience to every client
Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
Get to know clients, help them work toward their financial goals, and anticipate their financial needs
Own clients' service issues until they are resolved to the clients' satisfaction
Transact client business accurately, timely, and with operational proficiency
Responsible for ensure that they are consistently provide the best customer experience possible
Assist Office Manager to ensure the customer experience within the office is consistently at a high level
Provide support to staff in meet customer expectations
Provide back up for the teller function
Open new accounts and services
Identify and resolve customer issues
Assist with implement strategic business plan
Conduct direct business calls/referrals on a regular basis
Maintain community presence and involvement
Assist with implementation of CRM initiatives
Cross-sell Northwest products and services
Assist with the office workload and workflow
Assist with the implementation of changes, improvements and new procedures
Review/monitor daily statistical reports
Proactively seek coach to develop sales and service skills
Manage teller workload/workflow
Supervise vault operations and procedures
Attend educational/train seminars as needed
Assist with recovery activity
Maximize office security
Cultivate relationships with corporate staff in Warren
Review/Monitor management reports
Understand all technologies including Teller, Platform, and Lend Systems
Attend/co-plan regular office meets
Oversee and monitor cross-training of new and existing employees
Assist with completion of Audit Certification
Assist with scheduling of staff
Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed
Support corporate consumer collections efforts as required
Quote loan/savings rates and terms
Maintain security and compliance within the office
Originate and process consumer loan requests
Assist in the mortgage loan process as required
Ensure that they and the office staff are consistently providing the best customer experience possible
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, AND ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Ability to analyze financial and client data
Ability to interact positively with clients
Knowledge of Northwest products and services preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$87k-124k yearly est. Auto-Apply 13d ago
Business Relationship Manager I- Officer
Jpmorgan Chase 4.8
Relationship manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you. As a Business RelationshipManager 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 RelationshipManagement 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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Buffalo,NY $61,750.00 - $95,000.00
How much does a relationship manager earn in Cheektowaga, NY?
The average relationship manager in Cheektowaga, NY earns between $68,000 and $149,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Cheektowaga, NY
$101,000
What are the biggest employers of Relationship Managers in Cheektowaga, NY?
The biggest employers of Relationship Managers in Cheektowaga, NY are: