Relationship manager jobs in Chicopee, MA

CANDIDATE MUST BE LOCATED IN HARTFORD, CT OR THE SURROUNDING AREAS The Compliance Account Manager (CAM) is a field-based role responsible for managing compliance performance, strengthening hospital relationships, and driving the successful execution of the RepScrubs Compliance Improvement Plan (CIP) across a designated U.S. region. CAMs serve as the primary compliance partner for hospitals, national vendor teams, corporate accounts, and internal stakeholders. This role ensures consistent onboarding, behavioral improvement, vendor visibility, and operational alignment across facilities nationwide. The CAM helps protect existing business, drive expansion within health systems, and supports Sales with regional insights and reference-building. Key Responsibilities: · Lead Compliance Performance: Monitor, analyze, and improve compliance trends across assigned hospitals and health systems, using the RepScrubs Compliance Improvement Plan (CIP). · Strengthen Hospital Partnerships: Serve as the primary account liaison for hospital leadership, ensuring consistent communication, alignment, and satisfaction. · Drive Vendor Behavior Improvement: Support vendor teams with education, onboarding, and corrective action to improve compliance, visibility, and adherence to hospital requirements. · Support Vendor Corporate Teams: Collaborate with major vendor partners in designated area to ensure vendor participation, accurate data collection, compliance tracking, and engagement at all RepScrubs locations in the region. · Execute Field-Based Engagement: Conduct facility visits, compliance education, and performance reviews; identify risks, opportunities, and areas for operational refinement. · Deliver Reporting & Insights: Present compliance trends, root-cause analyses, and recommendations to hospitals, health systems, and internal leadership. · Partner with Sales & Growth Initiatives: Provide regional intelligence, success metrics, and reference-building to support Sales in renewals, expansions, and new opportunities. · Ensure Operational Alignment: Coordinate with Customer Service, Operations, IT/Dev, Sales, and Compliance teams to resolve issues quickly and maintain seamless customer experience. · Protect and Expand Business: Identify gaps in compliance, escalate risks early, and implement mitigation plans that strengthen partnerships and support long-term retention. · Champion RepScrubs Culture & Standards: Maintain excellence in communication, documentation, professionalism, and customer advocacy across all interactions. Qualifications: · 3-5+ years of experience in account management, client success, healthcare operations, or a similar customer-facing role. · Experience working with hospitals, clinical teams, or healthcare vendors is strongly preferred. · Strong interpersonal skills with the ability to build trust and maintain long-term relationships. · Excellent written and verbal communication skills, with confidence presenting to executive teams. · Proven ability to interpret data, identify trends, and translate insights into actionable recommendations. · Proficiency in Excel and data-tracking tools is required; experience with CRM platforms and reporting tools (PowerBI preferred). · Strong organizational skills with the ability to manage multiple accounts, priorities, and deadlines. · Demonstrated ability to resolve issues quickly and manage escalations professionally. · Self-directed and highly reliable, with the ability to work independently in a field-based environment. · Experience supporting process improvement or operational optimization initiatives. · Ability to coordinate and communicate effectively across internal teams · Personable, customer-focused, and able to navigate sensitive conversations with diplomacy and professionalism. · High level of discretion, judgment, and accountability. · Willingness to travel within assigned region, when required. Locations and expectations: This role is designed to be remote but requires occasional travel to the Corporate Office in Sanford, FL, as well as other locations within the designated area, on specified dates with advance notice. Benefits: · Medical · Dental · Vision · Flexible Spending Account (FSA) · Life Insurance · Roth or traditional 401(k) · NexGenEAP Wellness Program · Personal Time Off (vacation) The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills 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 delivery, 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 position, the base salary pay range is $208k to $248k. 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. 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 if you require accommodations during the interview process.

CAREER OPPORTUNITY An exciting career opportunity is available at Santam for a Relationship Manager, based in Worcester, Western Cape. WHAT WILL YOU DO? The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE? * Supporting Santam sales strategy & business plan in line with the regions Targets * Establish and manage strong relationships with brokers including business managers * Growth and profitability of allocated broker portfolio * Work with brokers in developing a business plan to grow business * Assist in identifying new potential brokers and opportunities for business growth * Awareness of competition and market information * Facilitate the sales process and ensure that brokers deal with correct channels * Facilitate sale of quotes * Monthly analysis of figures down to broker level * Report at Broker Services regional meetings * People management (service consultant) QUALIFICATIONS AND EXPERIENCE * Matric Qualification * Insurance related qualification NQF level 5 * FAIS Compliant * Regulatory exam compliance * At least 3 years personal lines and 5 years commercial experience in an Operational environment involving responsibility of a large portfolio of broker business * Good Operational experience regarding CPM commercial business * Sales experience in the short-term insurance sector * Experience in maintaining and growing a profitable portfolio of Commercial and personal insurance KNOWLEDGE AND SKILLS * Technical short-term insurance product knowledge * Technical underwriting knowledge * People management experience * Good communication skills (verbal and written) * Excellent inter-personal and problem-solving skills * In-depth knowledge of financial analysis processes and statistics * Business skills * Negotiation * Selling * Conflict management skills PERSONAL ATTRIBUTES * Deciding and initiating action * Client service orientation * Building networks and good relations * Influencing * Applying expertise and technology * Problem solving * Planning and organising * Supporting change * Performing under pressure * Ability to work independently * Enterprising and commercial thinking * Teamwork and supporting * Analysing * Business insight - Contributing through others * Interpersonal savvy - Contributing through others * Decision quality - Contributing through others * Plans and aligns - Contributing through others ABOUT THE COMPANY Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia. With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions-including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover-we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting. People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities. Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive. Take the next step in your career-apply now and be part of a company that's shaping the future of insurance. This is Freedom!

Pay Range: $119,993.00 - $160,008.00Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Geezeo, is a fast-growing FinTech company that is a leader in digital financial management tools. We are looking to hire a Client Success Partner that will work to support our clients. You will be responsible for knowing client goals, how they can better utilize their Geezeo solutions, further build their relationship, and identify future technology plans. You will be responsible for their overall satisfaction, training, & making sure Geezeo constantly exceeds their expectations. Job Description This full-time position is available at our Glastonbury, CT office and will be reporting to the Director of Client Success. The Client Success Partner will ensure that clients effectively adopt and implement their Geezeo product solutions and overall satisfaction & development of their growing client base. This includes developing relationships with key client contacts, strengthening client product knowledge and use, and securing partnerships that are mutually beneficial to both Geezeo and our clients. To apply, provide a resume and cover letter describing your passion, talent, work style, and why you want to join our team. Only applicants that include these criteria will be considered. Job Responsibilities Own everything involved in making clients successful, identify opportunities to increase relationship Manage client expectations & overall satisfaction (leading to successful renewals) Meet and/or exceed quarterly sales goals (including increased monthly revenue with renewals, conversions, and professional services) Monitor and facilitate client adoption of our solution features and functionality while providing Geezeo with an understanding of clients' overall business needs, priorities as they relate to our products and services Act as a liaison between product management and clients with a focus on communicating the Geezeo roadmap and how the roadmap will influence client activities Excellent written and oral communication skills (email, phone and in-person): Communicate product enhancements, news & events, tracking & following up on technical support/issues Ability to deeply understand how our clients successfully utilize our solution, oversee client training Ability to learn complicated processes quickly Exceptional organizational skills Ensure all account data is accurate & complete Manage feedback, advocate for clients Monitor the performance and health of client activity/usage & optimize them to ensure continuous improvement Provide weekly client updates & monthly Client Success report Travel is required for client meetings, conferences, and other sponsored events

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines High Net Worth Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR o8G1WEx2ix

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids. **Job Description** **Key Responsibilities** **Bid Strategy and Ownership** - Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review - Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria - Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services - Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms **Onshore Workflow Management** - Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks - Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status - Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals - Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed - Monitor workload and capacity for the onshore team and escalate resourcing needs when required **Offshore Bid Support Coordination** - Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering - Provide clear written task instructions, expected service levels, and turnaround times to offshore partners - Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards - Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality **Quality, Compliance, and Governance** - Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements - Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work - Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders - Track and manage version control for all bid documents **Client and Stakeholder Engagement** - Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning - Support or lead responses to client clarifications and follow up questions related to bids - Coordinate and prepare materials for client presentations and orals when required - Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses **Performance Management and Continuous Improvement** - Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback - Identify trends and root causes that impact win rate, pricing discipline, and operational effort - Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support - Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices **Other Duties** - Perform other duties as assigned in support of client engagement, bid management, and operational excellence **Qualifications** - Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience - Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment - Experience in valuation, real estate, or a related advisory business strongly preferred - Proven track record managing complex bids with multiple stakeholders and short timelines - Experience working with offshore or shared service teams preferred - Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business **Skills and Competencies** - Strong project and workflow management skills with excellent attention to detail - Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language - Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations - Comfortable working in a fast paced environment with competing priorities and frequent deadlines - Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools - Continuous improvement mindset with a focus on efficiency, quality, and margin discipline **Success Measures** - Increased bid win rate for valuation opportunities and positive client feedback on the bid experience - Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams - Strong alignment between bid commitments, operational delivery, and target margins - Effective use of offshore resources with high quality, consistent bid outputs \#Remote #RemoteLI Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 93,500.00 - $110,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Location: 628 Straits (Commercial Street), WATERTOWN, CT Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $34.00 - $60.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Aspire Living & Learning, we believe in the power of growth, partnership, and possibility to advance our mission. The Chief Business Development & Advancement Officer (CBDAO) is a key member of Aspire's Executive Leadership Team and serves as the strategic quarterback for the organization's external growth - driving affiliations, partnerships, and new opportunities that strengthen Aspire's long-term sustainability and impact. Reporting directly to the CEO, the CBDAO leads an integrated portfolio that includes Business Development, Philanthropy, and Advocacy & Government Affairs - with business development as the primary focus. This leader will bring structure, discipline, and strategy to how Aspire evaluates, pursues, and executes growth opportunities, while also shaping the organization's presence with funders, policymakers, and partners. This role calls for a relationship-driven strategist who is as comfortable in boardrooms and legislative meetings as they are in program settings. The CBDAO will translate mission into momentum - opening doors to new affiliations, deepening donor and government relationships, and ensuring Aspire remains a strong, forward-looking voice in the human services and IDD landscape. What You'll Do: Strategic Leadership Serve as a thought partner to the CEO and Executive Leadership Team in driving strategic visibility, growth, and influence. Provide strategic oversight for a unified advancement strategy encompassing philanthropy, advocacy, and business development. Foster cross-organizational collaboration to align external initiatives with Aspire's mission, strategic plan, and growth goals. Represent Aspire externally, cultivating relationships and partnerships that enhance organizational reputation and impact. Business Development Provide strategic direction for identifying and pursuing mission-aligned growth opportunities, partnerships, and new revenue streams. Collaborate with the Director of Business Development to strengthen Aspire's position in competitive and emerging markets. Oversee the development and negotiation of contracts, service lines, and collaborations that advance Aspire's mission and financial sustainability. Philanthropy & Fundraising Partner with the Director of Philanthropy to design and implement strategies that deepen donor engagement and expand philanthropic investment. Champion a culture of generosity and storytelling that connects supporters to Aspire's mission and measurable impact. Strengthen Aspire's capacity for grant acquisition and stewardship through systems, processes, and relationship management. Advocacy & Government Affairs Shape and guide Aspire's advocacy agenda at local, state, and federal levels in partnership with the CEO and state leaders. Cultivate and sustain relationships with policymakers, associations, and coalitions to advance the rights and inclusion of people with IDD. Monitor and respond to legislative and regulatory developments affecting Aspire's mission and operations. Collaboration Partner closely with the Chief People & Culture Officer and the Marketing & Communications team to ensure that advancement strategies, messaging, and storytelling are aligned across all audiences. Collaborate with Finance, Operations, and Clinical teams to ensure business development and fundraising efforts are data-informed, integrated, and sustainable. Our Ideal Candidate: 10+ years of progressive leadership experience in advancement, external affairs, or related fields, including at least 5 years in senior leadership. Demonstrated success leading integrated strategies across fundraising, advocacy, and business development. Deep understanding of nonprofit strategy and mission-driven growth. Exceptional relationship-building, communication, and storytelling skills. Experience within human services, education, or the IDD field strongly preferred. __________________________________________ Aspire Living & Learning's Internal Mobility Policy ensures an equitable and efficient internal mobility system that aligns with the agency's commitment to professional development and growth. This policy fosters a culture of mobility within the organization, aiming to provide employees with opportunities for career advancement and fulfillment. Please reference the Internal Mobility Policy to review the process to be considered for other jobs at Aspire Living & Learning. Lateral Transfers: You do not need to submit an application at this time. You need to let your HR Partner know you're interested in being considered for the position. Your HR Partner will be the point of contact between you, your current manager, and your hiring manager. Promotions/ Cross-functional jobs: Please let your HR partner know you're interested in being considered for the position and they will confirm your eligibility to apply. Once you speak with your HR Partner, please submit an application. Below is the name and information of your HR Partners to be contacted prior to applying for a promotion or cross-functional opportunity. Connecticut (AS) employees: Heather Murphy, ****************** Connecticut (Child Services) employees: Wanetta Wilcher ******************* Maryland employees: Debbie Duran ***************** Massachusetts employees: Michelle Cutting ******************** New Hampshire employees: Michelle Cutting ******************** Vermont employees: Judy Stermer, ******************* Shared Services and Agency Leadership: Judy Stermer *******************

Originate mortgage applications within low-to-moderate income neighborhoods and to low-to-moderate income borrowers. Participate in Community Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Works independently to cultivate new mortgage business. Markets, services and promotes the bank's mortgage products. May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. Follows-up on potential customers via travel or telephone. Market bank wide proprietary CRA products, e.g., Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, housing agencies, etc. Market agency related products (FHA, VA, etc.) to low-to-moderate income borrowers and in low-to-moderate income neighborhoods.Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.Negotiates terms and conditions of loans with mortgagors. Has authority to bind the bank in connection therewith.Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Interact with various housing agencies and governmental entities focused on CRA initiatives. Stay informed of industry regulations and governmental requirements as they relate to CRA housing needs.Meet with potential customers to ascertain financial needs as they may relate to CRA guidelines, first time homebuyer guidelines and mortgage opportunities that lie therein. Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities: Facilitates the bank's need to meet its CRA responsibilities with the federal regulators and the citizens of the community bank regions. Relationships will forge with local housing agencies and groups which specialize in CRA outreach programs. The incumbent is required to travel extensively with limited supervision. The position requires extensive external contacts (potential and existing customers, Realtors, etc.) primarily on sales calls outside the office, as well as internal contacts (other Bank personnel). Will interact with individuals and teams internally and within the assigned community, developing new relationships and maintaining existing relationships. Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act. Supervisory/ Managerial Responsibilities: None. Education and Experience Required: Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. #LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.60 - $47.66 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationEast Hartford, Connecticut, United States of America

TEN (Transportation Equipment Network) is proud to be the North American leader in transportation equipment and solutions. We're full service and fully loaded with an industry-leading diverse fleet of over 80,000 trailers and a support network of 240 service bays, 118 mobile service trucks, and 430+ skilled mechanics. Equipped with decades of knowledge and experience, incredible customer track records, and a sharp perspective on the future of the industry, TEN offers full-service trailer solutions that keep businesses moving forward. Across North America, our growing team of over 1,000 dedicated professionals are creating exceptional experiences at every step. As a part of our comprehensive offerings, we provide trailer leasing, rental options, sales, and storage solutions. Our proficient technicians, equipped with extensive expertise, perform top-tier service, maintenance, and repairs in our state-of-the-art facilities. Additionally, we also offer 24/7 roadside assistance, guaranteeing prompt support whenever it's required. We believe in rewarding our employees for their exceptional skills and dedication. That's why we offer our employees a range of attractive benefits that set us apart from the rest: Comprehensive Health, Dental, Vision, and numerous additional insurance programs available 401(k) plan with company match Profit-sharing opportunities Paid time off (PTO) and paid holidays Wellness incentives to support a healthy lifestyle Employee recognition and awards programs The Account Manager is the primary point of contact for our clients, ensuring that their needs are met and their expectations exceeded. This role manages a portfolio of accounts, coordinates with internal teams, and works to build strong, lasting relationships. The role will involve project management, strategy development, and effective communication to ensure client satisfaction and retention. As an Account Manager, you will: Serve as the main point of contact for assigned clients, building strong relationships and understanding their business needs. Manage client accounts and ensure all deliverables are met in a timely and professional manner. Collaborate with cross-functional teams (sales, marketing, product, etc.) to develop and execute strategies that align with client goals. Track and report on account performance, providing insights and recommendations for improvement. Monitor industry trends and competitors to ensure clients remain competitive in their markets. Address client concerns and resolve any issues in a prompt and efficient manner. Conduct regular meetings with clients to review account status, discuss opportunities, and ensure satisfaction. Identify opportunities for upselling and cross-selling additional products or services to existing clients. To be successful you will need to have the following experience, skills and abilities: BA/BS or Associate degree in Business, Marketing, Communications or a related field. Previous experience as an account manager, or in a similar role. Experience in the transportation or equipment leasing industry is considered a strong asset. Effective verbal and written communication skills including virtual meeting skills. Strong organizational and computer skills - with a working knowledge of Microsoft Office applications. This position requires extensive travel up to 60-75% of the time. Please note all prospective employees must pass a pre-employment background check, drug screen, have a valid driver's license, and meet our insurability standards. All applications will be reviewed carefully by our team. Please note that only candidates selected for an interview will be contacted. TEN (Transportation Equipment Network) is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

LOOKING FOR A COMPANY WITH A GREAT CULTURE AND A RICH HISTORY OF SUCCESS? OUTSIDE SALES-HARTFORD, CT! At Atlantic Fasteners, the Account Manager role has immediate impact on our field sales performance and in customer satisfaction. This is a wonderful opportunity for a strong sales background individual with good people skills, some knowledge of industrial products, and an interest in career growth. As an Atlantic Fasteners Account Manager, you will perform a variety of duties including surveying customer sites, identify potential growth opportunities, and maintain stock areas. You'll join a tight-knit team serving loyal, brand new customers, and long-term customers. Use your strong customer service skills when interacting with customers at the field sales level. Partner with our operations team to provide first class service for our customers. This will grow our business at existing customers, develop new customers and meet or exceed monthly sales goals while increasing customer satisfaction. Responsibilities: Reporting directly to the District Sales Manager, you will be responsible for building a territory and growing earnings by developing repeat business relationships in existing accounts and opening new business. Use our handheld technology to manager customer's inventory and sell new products. You will also be responsible for calling on engineers, maintenance, purchasing and others using your consultative selling approach to learn about your customers' applications and needs. Maintain our current customers while prospecting new opportunities. Prepare quotations and proposals, follow up and negotiate terms, and close transactions. Product demonstration sessions for customers, survey market and competitive conditions. Complete reports regarding itineraries, expenses, sales calls, leads and other related reports. Why join us? There is a reason we have been named a Best Workplace 20 times. Applied has earned the Outstanding Employer Support award from the US Navy and we are a GSA approved vendor. You'll receive rewards and resources to fulfill you both professionally and personally. In addition to competitive pay including bonus opportunities, and all the benefits you would expect from an industry leader (401K, insurance, time off, employee assistance, etc.) you will also enjoy: A LASTING CAREER - Career paths are available in sales, operations, or management throughout the country. Solid existing account base! Professional development, training and tuition reimbursement. Great work / life balance. Position Requirements: Minimum, 1 year business to business sales experience, route sales and or developing new business and managing a territory. Industrial/MRO experience/background is a plus! Valid driver's license and satisfactory driving record are essential. Basic word, excel, and computer skills, SAP a plus! High school diploma or equivalency. Preferred: Hands-on product demonstrations for customers and prospects; mechanical aptitude. Self-starter and self-motivated. Relationship-building skills at all levels with customers and prospect organizations. Good communication and organizational skills. Individual contributors with fresh ideas and passion for excellence are encouraged and rewarded! Apply now for immediate consideration! #LI-RB1 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.

Your role What you'll be doing What We Need Corpay is currently looking to hire an Account Manager within our r2c Online division. This position falls under our Fuel & Fleet Maintenance line of business and is a field-based role. In this role, you will be working within a high performing team, as an Account Manager, on a permanent, full-time basis. You will be key in growing r2c's commercial presence by driving revenue growth across r2c Online's full product portfolio How We Work As an Account Manager, you will be primarily field-based and able to work from either our Meriden, or Sheffield office around 1 day per week. Our business operating hours are Monday - Friday, 8:30am - 5.00pm. Corpay will set you up for success by providing: * Assigned workspace in office and home office set up * Company-issued equipment * Formal, hands-on training Role Responsibilities The responsibilities of the role will include: * Own customer relationships with key stakeholders for a portfolio of large accounts after the point-of-sale throughout the client life cycle, including leading all communications both virtually and in-person. * To take a consultative approach with customers that aims to uncover explicit needs of the business and work through solutions using our software. * Increase customer awareness of the r2c Online product portfolio to discover cross-sell and up-sell opportunities, taking ownership of growth. * Consistent achievement of monthly sales & revenue targets through managing your sales pipeline. * Identify and map out new business / referral opportunities. * Ongoing excellent understanding of all products and services. * Maintain an understanding of product updates and new offerings to be able to articulate those improvements and changes to customers. * Accurately record all contact and conversations with customers in CRM. * Work collaboratively with key stakeholders across the business, including product, finance, marketing, and operations. * Collate and report on customer feedback to provide awareness and advocacy of customer needs internally. * Stay informed about industry trends, competitor activities, and market conditions. * Promote r2c Online in person at industry events and networking opportunities. * Proactively identifying risk within your accounts and discuss solutions to mitigate issues before they impact customer satisfaction. * Create and executing customer retention strategies. Qualifications & Skills * Ideally you will have previous Account Management success managing multiple complex accounts * Excellent communication and interpersonal skills. * Strong persuasive and negotiation abilities. * Ability to build rapport and establish long-term relationships with customers. * Self-motivated and target-driven with a proven track record of meeting or exceeding sales targets. * Proficient in using CRM software and other sales tools. * Ability to work independently and as part of a team. * Strong organizational and time management skills. * High level of resilience and ability to handle rejection. * Flexibility to work in a fast-paced and dynamic environment. Benefits & Perks * Uncapped OTE * 4 X Life insurance * Pension scheme 5% employer contribution * Private Healthcare * 25 days Holiday plus stats (plus Holiday Buy/Sell) * Access to benefits portal * Access to LinkedIn learning #LI-HG1 #LI-Hybrid About Corpay Corpay is a global technology organisation that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments. All offers of employment made by Corpay (and its subsidiary companies) are subject to the successful completion of satisfactory pre-employment vetting by an independent supplier (Experian). This is in accordance with Corpay's Resourcing Policy and include employment referencing, identity, adverse financial, criminal and sanctions list checks. We do this to meet our legal and regulatory requirements. Corpay is dedicated to encouraging a supportive and inclusive culture among our employees. It is within our best interest to promote diversity and eliminate discrimination in the workplace. We seek to ensure that all employees and job applicants are given equal opportunities. Notice to Agency and Search Firm Representatives: Corpay will not accept unsolicited CV's from agencies and/or search firms for this job posting. Resumes submitted to any Corpay employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Corpay. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.

Transplant Account Manager - Hartford, CT Direct Hire position with CareDx. ImpactBio has partnered with CareDx to support them with their staffing needs in identifying a Transplant Account Manager (TAM). CareDx, Inc. is a leading precision medicine solutions company focused on the discovery, development, and commercialization of clinically differentiated, high-value healthcare solutions for transplant patients and caregivers. CareDx offers products, testing services, and digital healthcare solutions along the pre- and post-transplant patient journey, and is the leading provider of genomics-based information for transplant patients. The Transplant Account Manager (TAM) is responsible for driving adoption and volume growth of the CareDx transplant diagnostics portfolio (********************************************************** Focusing primarily on transplant centers and community nephrology account customers, the TAM will coordinate and collaborate with the Solutions Account Manager (SAM), Patient Care Managers (PCM) and Medical Science Liaisons (MSL) to develop and execute account level growth strategies. Successful TAMs are collaborative, agile problem solvers with strategic account management and sales experience, possessing strong communication skills and clinical aptitude, taking a patient centric approach to delivering results. This position offers competitive base pay and incentive compensation, benefits package including Medical, Dental & Vision insurance, gym reimbursement program, car allowance, fuel reimbursement, as well as a 401K plan match, employee stock purchase plan, and other perks. To learn more about CareDx, visit : ************************** Go to ************************************************ to view the job and apply. Essential Duties & Responsibilities: Develop a deep understanding of accounts' needs, objectives, and challenges in order to provide tailored solutions that meet their requirements. Identify new business opportunities within existing accounts to upsell and cross-sell relevant CareDx products, solutions or services. Develop and execute strategic plans to drive business growth and achieve sales targets. Create and implement long-term, account-specific strategies and tactics to drive adoption, gain market share, expand the CareDx footprint and achieve commercial goals. Possess an understanding of therapeutic area, scientific concepts, testing platforms, mechanisms and processes, as well as supportive key clinical studies to ensure product knowledge and clinical & technical proficiency. Identify key customer stakeholders and influencers, establishing strong relationships and partnerships, continually solicit feedback on additional needs, products, and features. Resolve customer issues promptly and efficiently, managing expectations and ensuring customer satisfaction. Forecast and manage the sales pipeline and growth strategies to track progress towards objectives at both the account and regional levels. Prepare regular performance reports for regional leadership, providing insights into strategy effectiveness, ROI, and other key performance indicators Partners with Commercial, Marketing, Customer Experience, Medical Affairs, Market Access and Operations teams to develop creative solutions that address customer needs. Maintain vendor credentials to work in hospitals and other medical facilities as required. Other responsibilities as necessary to perform in the position. Qualifications: Bachelor's degree required, advance degree (e.g., MBA) preferred Minimum of 10 years' sales or strategic account management experience in the healthcare industry Experience selling into hospitals, hospital/health systems, and/or enterprise-level accounts, navigating across multiple levels of stakeholders and departments Track record of developing effective account strategies that maximize business outcomes Strong written and oral communication & organizational skills Must be willing to travel 50 - 75% or greater, including frequent day trips and overnight travel Ability to pass and / or obtain necessary Vendor Credential background screening checks and requirements to work in Hospital and healthcare settings. Proficient with Word, Excel, PowerPoint, Outlook, Salesforce.com and analytical tools Must possess a valid driver's license and maintain an acceptable driving record Additional information on CareDx: Every individual at CareDx has a direct impact on our collective mission to improve the lives of organ transplant patients worldwide. We believe in taking great care of our people, so they take even greater care of our patients. In addition, we have a Living Donor Employee Recovery Policy that allows up to 30 days of paid leave annually to a full-time employee who makes the selfless act of donating an organ or bone marrow. With products that are making a difference in the lives of transplant patients today and a promising pipeline for the future, it's an exciting time to be part of the CareDx team. Join us in partnering with transplant patients to transform our future together. CareDx, Inc. is an Equal Opportunity Employer and participates in the E-Verify program. Go to ************************************************ to view the job and apply.

**Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members! An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** . Responsibilities: + Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals. + Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity. + Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions. + Proven ability to manage a geographic territory with both direct involvement and channel partners. + Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges. + Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory. + Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support + Use Dynamics CRM for opportunities, leads, and funnel management. Qualifications: + 5+ years of proven experience in sales and account management. + Bachelor's degree in engineering or electrical engineering preferred. + Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers. + Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win. + Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process. + Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities. + Experience in working with diverse channel partners within territory/geography. + Shown success in prospecting for and winning new customer/business. + Highly motivated self-starter. + Strong communication and presentation skills. + Ability to travel up to 50% of the year. \#LI-TD1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Bonus or Equity** This position is also eligible for bonus as part of the total compensation package. **Pay Range** The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500

Details * Open to candidates in the tri-state area & Grand Rapids, MI* Do you love building relationships and uncovering new opportunities? Are you energized by helping customers grow while still hunting for untapped potential? If so, you could be the Account Manager we're looking for at Service Express. We're a people-powered company that delivers industry-leading third-party maintenance (TPM) solutions for data centers. In this role, you'll focus on small to mid-market accounts, acting as a trusted advisor to customers - while identifying and closing new opportunities within your book of business. What You Will Do: * Grow existing accounts by identifying new stakeholders, use cases, and expansion opportunities. * Lead strategic conversations and customer business reviews (CBRs) to drive alignment and demonstrate value. * Uncover customer needs and offer tailored TPM solutions to solve key data center challenges. * Maintain and grow a 12-month pipeline, consistently meeting performance goals. * Build multi-threaded relationships across your customer base to ensure long-term partnership. * Collaborate closely with technical experts and leadership on strategic opportunities. * Manage CRM records with up-to-date account insights, next steps, and engagement history. * Approximately 25% travel, primarily for in-person customer meetings, team collaboration, and occasional company events. What We Are Looking For From You: * 3-5+ years of experience managing and growing customer accounts in a B2B environment. * Proven success in identifying and closing expansion opportunities within existing accounts. * Experience in full sales lifecycle: discovery, proposals, presentations, and negotiation. * History of meeting or exceeding quota and sales performance metrics. * Strong communication and active listening skills. * Familiarity with Salesforce (or similar CRM), Microsoft Office, and virtual selling tools. * Bonus: Experience selling IT services, infrastructure, or data center solutions. What You Can Expect From Us: We've built a culture that supports your personal, professional, and financial goals - while giving you the tools and trust to succeed: * Base salary range of $75k-85K + commissions depending on experience * Full technical support team to assist with customer questions and discovery * Modern tech stack to help you target and close effectively * Cross-functional collaboration between sales, technical, and leadership teams * Day-one benefits: Medical, dental, vision, and multiple health plans * Parental leave for birthing and non-birthing parents * Workplace flexibility * Fitness reimbursement & wellness support * Competitive salary, 401(k) match, and performance incentives Service Express is an equal opportunity employer. Authorization to work in the country you are applying to is a precondition of employment. Service Express does not sponsor applicants for work visas. We process your information in accordance with our Privacy Policy. For European residents, click here to review our fair processing notice. Ready To Join Us? We're always looking for passionate life-long learners to join our growing team. If you think Service Express is the right place for you, apply today! If you know someone who would be the right fit, share this opportunity.