Relationship manager jobs in Chula Vista, CA

The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals. Duties and Responsibilities: Estimate and prepare proposals for assigned projects. Communicate known project hazards, risk Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications. Handle service or "Come Do" work as required, responding promptly to customer needs. Annual sales volume goal for Account Manager will be $3M - $5M+. Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts. Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently. Provide consistent follow-up and communication with clients throughout the project lifecycle. Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects. Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company. Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives. Communicate project progress, potential issues, and client feedback to relevant stakeholders. Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction. Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships. Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals. Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities. Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider. Perform additional duties as assigned by the Branch Manager or other leadership. Required Skills and Abilities: Strong project management and organizational skills. Excellent interpersonal and relationship management abilities. Proficient verbal and written communication skills. Strong customer service orientation, with the ability to address client needs effectively. Ability to prioritize tasks and adapt to changing project demands. Working knowledge of OSHA Construction Safety Standards. Proficiency in Microsoft Office Suite and other related software. Essential Core Competencies: Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients. Collaboration: Strong team player with the ability to work across departments to achieve common goals. Communication: Clear and effective verbal and written communication skills. Customer Focus: Commitment to understanding and meeting customer needs. Builds Networks: Actively develops networks of professional contacts to drive business success. Being Resilient: Ability to remain positive and motivated in the face of challenges. Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization. Ensures Accountability: Holding oneself and others accountable to meet commitments. Drives Results: Consistently achieving results, even under challenging circumstances. Education and Experience: Associate's degree or equivalent industry experience required; Bachelor's degree preferred. At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to walk job sites as needed. May be required to travel to job sites or other locations as necessary. Legal Disclaimer: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a)) This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.

As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment. Key Responsibilities: Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty. Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery. Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts. Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams. Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery. CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance. Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies. Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities. Qualifications: 2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry. Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients. Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities. A passion for golf and a basic understanding of golf accessories is a plus. Proven experience in proactive sales, including outbound calling and lead generation. Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines. Self-starter with a proactive mindset and strong problem-solving skills. About PRG PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.

We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country. With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale. The Role · Develop and implement sales strategies to achieve company goals and expand market presence among the USA. · Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets. · Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation. · Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth. · Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met. · Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels. · Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations. · Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities. · Generate and present regular reports on US sales performance, market trends, and competitive analysis. · Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States. The ideal candidate · US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred). · Proven experience in US sales, with a successful track record of achieving sales targets. · Strong knowledge of US cycling market and business practices. · Excellent leadership, communication, and negotiation skills. · Proficiency in multiple languages may be advantageous. · Willingness and ability to travel nationally and internationally as needed. · Strategic thinker with a global mindset. · Strong problem-solving and decision-making skills. · Exceptional interpersonal and relationship-building abilities. · Results-oriented and driven to meet sales targets. · Knowledge and passion for outdoor and or cycling sports is a plus.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion. Job Title Relationship Manager/Sr. Relationship Manager Department Branch Operations/Lending Reports To Market President or Chief Banking Officer FLSA Status EXEMPT Job Summary Develops and manages a portfolio of Bank clients in market area. Determines customer's banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. Duties and Responsibilities Develops and manages a portfolio of clients ranging from credits to deposit only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. BSA/AML/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Qualifications Minimum five years of banking experience including business development and relationship management skills. Knowledge of Bank policies and procedures and regulatory compliance. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Competencies Sales Effectiveness Persuasive Skills Customer Focus Technical Skills Problem Solving Planning/Organizing Judgment Team Work Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work Physical Demands Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service. Responsibilities: Manage a portfolio of commercial insurance clients Respond to customer inquiries and resolve issues in a timely and professional manner Act as the main, day-to-day contact for clients. Prepare Applications and other documents required for a submission. Perform Contract reviews for insurance requirements compliance. Prepare Certificates of Insurance, Invoices, and Finance Agreements. Process Endorsements, Audits. Review and process client policy renewals and endorsements Maintain and update client information in our database Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive). Check binders, policies, endorsements, and audits for accuracy. Prepare summaries and/or schedules of coverage for clients. Work closely with underwriters and carriers to provide clients with the best coverage options Build and maintain strong relationships with clients through regular communication and follow-up Qualifications: Minimum of 3 years of experience in client service in the insurance industry P&C Insurance experience: 3 years (Required) Client Management: 3 years (Required) Strong communication and interpersonal skills Ability to multitask and prioritize effectively Proficient in Microsoft Office and insurance industry software Proficient with Web-based CRMs and Raters College degree preferred Bilingual in Spanish is a strong plus We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today! Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Vista, CA. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary With some guidance and/or direction, leads client service including ALL primary activities list below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations, Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notifies carriers Reviews binding documents for accuracy Other Responsibilities, as applicable Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Position Specific Skills/Qualifications Work Experience 3+ years' experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative. Able to obtain firsthand customer information and use it for improvements in placements and services. Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines. Proficient in self-serve portals and manages client training and utilization. Follows a well-established set of activities. Able to solve difficult problems that are not routine, but not overly complex. Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail. Education HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in Illinois. The base salary for this position at the time of this posting may range from $50,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. 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. #LI-MF1 Powered by JazzHR kHSeTjGnzm

The accountability for the Client Partner will include P&L growth, Customer Satisfaction, and Employee Satisfaction. All of sales, delivery, and operations teams for the account will roll up to the CP. * Define the long-term approach/ plan for the account and execute to the plan with quarterly and monthly KPIs. * Stakeholder Management - building and managing client relationships at the VP, and CXO level. * Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction * Work closely with customer-side decision makers for upselling and cross selling all service lines such as Application Development and Maintenance Services, IOT/Digital Engineering, BPO, Data, Analytics & AI, Enterprise Solutions, Infrastructure & cloud. * Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis. * Define and execute the account specific marketing plan for building new relationships and elevating the TCS brand. * Build alliance partnerships relevant to the account. * Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs) * Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments. * Identifying and grooming team members into future leaders within the account and beyond. * Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders. * Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments. Qualifications: * Substantial experience in the Med Tech and Pharma domains mandatory. Candidates should have previously worked with Life Science customers in a business development capacity. * Experience with rapid growth in accounts and experience in global delivery model. * Prior experience of managing a large P&L in a leadership role is a must. * Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer. * Ability to work with different teams in various service lines and functions, across multiple time zones. * Ability to manage multi-cultural teams. * Be based in Houston but willing to travel to different client locations in US and abroad. Salary Range: $147,000 - $203,000 #LI-AD1

WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. * Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit. * Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed. * Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service. * Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses. * Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships. * Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. * Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition. * Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation. * Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary. * Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience. * Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of experience in a financial institution required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients. * Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC) * Economic Environment - understanding of the economic environment and its impact on clients. * Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,869 - $114,797 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. \#CA-DH \#LI-DH

Overview Kick off your exciting career in Event Security with Allied Universal Event Services, the go-to leader in crowd management and event staffing. Dive into the action at sports stadiums, concerts, festivals, and convention centers, and thrive on the energy of being where it all happens. Join a lively team that services thousands of venues each year, ensuring safety and fun for everyone. Enjoy the perks of flexible part-time work that fits your lifestyle-ideal for students, retirees, or anyone seeking a dynamic job. We offer job opportunities in event staff, security, and operations. Join our welcoming, collaborative, and innovative team, and benefit from a range of perks depending on your role and hours. At Allied Universal , every day brings a new adventure. Ready to make your mark in the event industry? Join us and be part of the excitement! Job Description Allied Universal Event Services is seeking a Client Account Manager. The Client Account Manager will be responsible for the strategic and tactical activities in leading an account in the professional sports and large-venue entertainment sector. This position requires a balance of operational leadership, client partnership, and financial acumen to ensure the successful execution and performance of event and venue operations. This position oversees day-to-day operations and event management at an assigned account. The Account Manager builds, improves, and maintains relationships with clients and employees, develops and retains staff, coordinates needed support services, and solves problems to effectively manage account operations. Using a strong understanding of event management principles, this position leads planning, execution, and closeout of events while maintaining compliance with all company policies and procedures. Must have security or crowd management experience working in professional sports, conventions, or large entertainment venues and stadiums. Salary range is $75,000 - $100,000. Relocation assistance offered. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Manage major venue operational areas involving crowd management, screening and processing of high-volume fan access, and managing fan-facing areas such as ticketing, ushering, and emergency response. • Ensure client service expectations are met through effective operations planning, execution of policies and procedures, and management of staff and resources. • Deliver high-quality customer service and a superior fan experience while ensuring safety, security, and operational excellence. • Oversee the development and implementation of threat assessments, emergency plans, and security procedures that meet client, league, and ownership expectations. • Partner with internal teams to ensure success in recruiting, onboarding, scheduling, training, staff performance, and risk management. • Utilize and oversee event technologies such as magnetometers, command center systems, threat intelligence and situational awareness platforms, and drone-related applications. • Demonstrate strong financial acumen, including P&L literacy, forecasting, budgeting, and cost-control analysis to drive business results and align performance with financial goals. • Provide data-driven reporting and insights to internal leadership and clients to support continuous improvement and strategic decision-making. • Supervise day-to-day event operations and staffing at assigned client sites. • Manage a team of event supervisors and staff, including hiring, scheduling, payroll, training, coaching, and performance management. • Build and maintain effective relationships with clients and employees while ensuring quality service delivery. • Coordinate support services to achieve or exceed financial and operational goals. • Ensure all required reporting and contract compliance requirements are met. • Communicate regularly with clients to review performance, resolve issues, and ensure satisfaction. • Handle escalated security issues or emergency situations appropriately. • Coordinate and/or conduct site-specific and client-required training in alignment with Allied Universal corporate standards. • Develop and maintain operational procedures and post orders to ensure preparedness for each event. • Manage uniforms, equipment, and supplies for the assigned account, maintaining accurate inventories. • Attend client meetings, security meetings, and event walk-throughs. • Ensure all staff are properly briefed and debriefed for each event. • Promote and enforce grooming, appearance, and conduct standards. • Maintain ongoing communication with direct management regarding client issues, employee performance, guest concerns, and other operational matters. • Create venue deployment maps, show grids, and related documentation for event execution. • Complete and submit all required reports and incident documentation promptly and accurately. • Facilitate timely invoicing of events and collaborate with the Finance Manager to ensure prompt payment and resolution of any billing issues. QUALIFICATIONS • Minimum of three (3) years of progressive experience in event operations, venue management, or client account management, preferably within professional sports or large-scale entertainment venues. • High school diploma or equivalent required. • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment. • Experience in hiring, developing, motivating, and retaining quality staff. • Ability to develop and grow client relationships and partnerships. • Ability to work in a team-oriented management environment with the ability to work independently. • Ability to manage multiple priorities, complex situations, and diverse teams while meeting client requirements. • Demonstrated ability to take initiative, manage multiple competing assignments, and meet deadlines. • Proficiency in Microsoft Office applications and related business software. • Professional, articulate, and able to use sound independent judgment and discretion. • Must be able to work nights, weekends, and holidays as required by event schedules. • Proven ability to lead and manage large, diverse teams in fast-paced, high-profile environments. • Demonstrated proficiency in financial management, including understanding of P&L statements, budget development, and performance metrics. • Strong communication and interpersonal skills with the ability to build and maintain client relationships and manage multiple stakeholders. • Familiarity with emergency preparedness, public safety coordination, and incident command systems. • Advanced organizational, problem-solving, and project management skills. PREFERRED QUALIFICATIONS • Facilities management, military, or law enforcement experience. • Previous payroll, billing, and scheduling experience. • Experience using ABI MasterMind and WinTeam software. • Preferred certifications include FEMA ICS, NCS4 CSSP, or equivalent event safety/security training credentials (or the ability to obtain within six months of hire). BENEFITS • Medical, dental, vision, basic life, AD&D, and disability insurance. • Enrollment in our company's 401(k) plan, subject to eligibility requirements. • Eight paid holidays annually, five sick days, and four personal days. • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is paid out only where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1477200

Kick off your exciting career in Event Security with Allied Universal Event Services, the go-to leader in crowd management and event staffing. Dive into the action at sports stadiums, concerts, festivals, and convention centers, and thrive on the energy of being where it all happens. Join a lively team that services thousands of venues each year, ensuring safety and fun for everyone. Enjoy the perks of flexible part-time work that fits your lifestyle-ideal for students, retirees, or anyone seeking a dynamic job. We offer job opportunities in event staff, security, and operations. Join our welcoming, collaborative, and innovative team, and benefit from a range of perks depending on your role and hours. At Allied Universal , every day brings a new adventure. Ready to make your mark in the event industry? Join us and be part of the excitement! Job Description Allied Universal Event Services is seeking a Client Account Manager. The Client Account Manager will be responsible for the strategic and tactical activities in leading an account in the professional sports and large-venue entertainment sector. This position requires a balance of operational leadership, client partnership, and financial acumen to ensure the successful execution and performance of event and venue operations. This position oversees day-to-day operations and event management at an assigned account. The Account Manager builds, improves, and maintains relationships with clients and employees, develops and retains staff, coordinates needed support services, and solves problems to effectively manage account operations. Using a strong understanding of event management principles, this position leads planning, execution, and closeout of events while maintaining compliance with all company policies and procedures. Must have security or crowd management experience working in professional sports, conventions, or large entertainment venues and stadiums. Salary range is $75,000 - $100,000. Relocation assistance offered. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Manage major venue operational areas involving crowd management, screening and processing of high-volume fan access, and managing fan-facing areas such as ticketing, ushering, and emergency response. • Ensure client service expectations are met through effective operations planning, execution of policies and procedures, and management of staff and resources. • Deliver high-quality customer service and a superior fan experience while ensuring safety, security, and operational excellence. • Oversee the development and implementation of threat assessments, emergency plans, and security procedures that meet client, league, and ownership expectations. • Partner with internal teams to ensure success in recruiting, onboarding, scheduling, training, staff performance, and risk management. • Utilize and oversee event technologies such as magnetometers, command center systems, threat intelligence and situational awareness platforms, and drone-related applications. • Demonstrate strong financial acumen, including P&L literacy, forecasting, budgeting, and cost-control analysis to drive business results and align performance with financial goals. • Provide data-driven reporting and insights to internal leadership and clients to support continuous improvement and strategic decision-making. • Supervise day-to-day event operations and staffing at assigned client sites. • Manage a team of event supervisors and staff, including hiring, scheduling, payroll, training, coaching, and performance management. • Build and maintain effective relationships with clients and employees while ensuring quality service delivery. • Coordinate support services to achieve or exceed financial and operational goals. • Ensure all required reporting and contract compliance requirements are met. • Communicate regularly with clients to review performance, resolve issues, and ensure satisfaction. • Handle escalated security issues or emergency situations appropriately. • Coordinate and/or conduct site-specific and client-required training in alignment with Allied Universal corporate standards. • Develop and maintain operational procedures and post orders to ensure preparedness for each event. • Manage uniforms, equipment, and supplies for the assigned account, maintaining accurate inventories. • Attend client meetings, security meetings, and event walk-throughs. • Ensure all staff are properly briefed and debriefed for each event. • Promote and enforce grooming, appearance, and conduct standards. • Maintain ongoing communication with direct management regarding client issues, employee performance, guest concerns, and other operational matters. • Create venue deployment maps, show grids, and related documentation for event execution. • Complete and submit all required reports and incident documentation promptly and accurately. • Facilitate timely invoicing of events and collaborate with the Finance Manager to ensure prompt payment and resolution of any billing issues. QUALIFICATIONS • Minimum of three (3) years of progressive experience in event operations, venue management, or client account management, preferably within professional sports or large-scale entertainment venues. • High school diploma or equivalent required. • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment. • Experience in hiring, developing, motivating, and retaining quality staff. • Ability to develop and grow client relationships and partnerships. • Ability to work in a team-oriented management environment with the ability to work independently. • Ability to manage multiple priorities, complex situations, and diverse teams while meeting client requirements. • Demonstrated ability to take initiative, manage multiple competing assignments, and meet deadlines. • Proficiency in Microsoft Office applications and related business software. • Professional, articulate, and able to use sound independent judgment and discretion. • Must be able to work nights, weekends, and holidays as required by event schedules. • Proven ability to lead and manage large, diverse teams in fast-paced, high-profile environments. • Demonstrated proficiency in financial management, including understanding of P&L statements, budget development, and performance metrics. • Strong communication and interpersonal skills with the ability to build and maintain client relationships and manage multiple stakeholders. • Familiarity with emergency preparedness, public safety coordination, and incident command systems. • Advanced organizational, problem-solving, and project management skills. PREFERRED QUALIFICATIONS • Facilities management, military, or law enforcement experience. • Previous payroll, billing, and scheduling experience. • Experience using ABI MasterMind and WinTeam software. • Preferred certifications include FEMA ICS, NCS4 CSSP, or equivalent event safety/security training credentials (or the ability to obtain within six months of hire). BENEFITS • Medical, dental, vision, basic life, AD&D, and disability insurance. • Enrollment in our company's 401(k) plan, subject to eligibility requirements. • Eight paid holidays annually, five sick days, and four personal days. • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is paid out only where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1477200

Carlsbad, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction + Attends client review meetings to assist with relationship deepening conversations + Executes on the team service model, including engaging with specialists/partners to address client's needs + Manages aspects of the client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketplace. Calls on and develops a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. Presents the bank's loan capabilities. Structures SBA loan proposals, completes initial underwriting and prepares credit package. Responsible for the success and growth of assigned sales territory. Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. REQUIREMENTS: 5+ years of financial services industry experience 3+ years of experience in SBA 7a & 504 lending, selling business related financial services products, or a combination of both Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of underwriting or evaluating commercial credit Established network of COIs and brokers in the local market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

Job Description Job Title: Business Development Officer Seeking a Business Development Officer (BDO) to drive deposit growth and support overall business expansion. This role is focused on acquiring new business banking relationships and acting as a strong ambassador of the bank within the community. The ideal candidate will possess a blend of sales acumen, banking knowledge, and customer service excellence. Key Responsibilities Business Development & Deposit Growth Identify and pursue new business opportunities within the bank's market area. Build and maintain referral networks with business owners, CPAs, attorneys, and other professionals. Conduct outreach through networking, prospecting, client events, and inbound inquiries. Support other relationship managers in growing and retaining customer accounts. Open and manage new deposit accounts; handle related administrative tasks. Promote banking products and services, and refer clients to appropriate internal partners. Stay informed about competitive offerings and pricing. Customer & Community Engagement Represent the bank at local events, networking functions, and civic activities. Maintain a visible presence in the business community. Assist with planning and execution of local marketing events and outreach efforts. Act as a key contact for a portfolio of clients, ensuring high service standards. Support branch and operational teams with customer onboarding and product demonstrations. Qualifications Bachelor's degree in finance, real estate, or related field required. Proven experience in business development, relationship management, or banking sales. Strong understanding of banking products and services, including deposits and cash management. Excellent interpersonal, communication, and presentation skills. Proficiency in Microsoft Office Suite, especially Excel. Highly organized, detail-oriented, and able to manage a high-volume workload. Collaborative mindset with a proactive, team-oriented attitude. Comfortable working in a dynamic environment with shifting priorities.

Generates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with Branch Managers and Branch sales staff to develop new SBA business relationships. Responsible for originating and funding SBA loans in designated area. Annual production objectives are generally around $10 million. Position Accountabilities Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel. By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near the beginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the second and third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based on management's determination of the funding seasonally within the SBA industry. Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Sales Manager. Marketing activities outside designated area will require supervisory approval. Works to foster new and expand existing customer relationships through cross-selling products and services. Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes. Maintains and applies a thorough understanding of the bank's credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages. Actively participates in local SBA district functions with assigned marketing area. Provides management with input regarding current policies and practices. Assists the bank in the promotion of all product lines offered in assigned market. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area. Performs other duties as assigned. Qualifications Qualifications Job Specifications Required Education or Equivalent Experience Bachelor's degree Required Experience Three to five years of calling experience with the financial services industry Field of Experience Thorough knowledge of SBA lending rules, regulations and practices. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Join Fortinet, a cybersecurity pioneer with over two decades of excellence, as we continue to shape the future of cybersecurity and redefine the intersection of networking and security. At Fortinet, our mission is to safeguard people, devices, and data everywhere. We are currently seeking a dynamic Named Account Manager SLED to be a part of enabling the success of our rapidly growing business. As a Named Accounts Manager SLED, you will: Drive direct sales engagements into a set of SLED Named Accounts within your assigned territory. Create and implement territory plans to achieve deployments of Fortinet solutions to a set of assigned, existing accounts and new logo prospects, within your assigned territory. Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals. Coordinate with internal teams to deliver winning contract bids, proposals, RFI/RFP responses, and Statements of Work. Negotiate terms of business with clients to achieve mutually beneficial results and long-term partnerships. Build and promote the Company's position as the worldwide leader in Unified Threat Management. We Are Looking For: An insightful and influential collaborator to join our team. We encourage you to apply for this position if you have the following qualities: Experienced Sales professional with an expert understanding of the technology business sector Previous experience designing business plans and market strategies to increase sales Experience in selling solutions Track record of meeting or exceeding sales quotas Excellent presentation skills for different audiences Excellent written and verbal communication skills Ability to move deals through the selling cycle Motivated, proactive, and results-oriented mindset Candidates who excel in dynamic, fast-paced environments Previous experience in network security and familiarity with technologies such as VPN, Firewall, Anti-Virus, Anti-Spam, Intrusion Prevention, and Content Filtering The Named Account Manager, SLED is required to customarily and regularly work outside of their office or home office engaged in selling, including travel as needed to make a sale. Why Join Us: We encourage candidates from all backgrounds and identities to apply. We offer a supportive work environment and a competitive Total Rewards package to support you with your overall health and financial well-being. Embark on a challenging, enjoyable, and rewarding career journey with Fortinet. Join us in bringing solutions that make a meaningful and lasting impact to our 660,000+ customers around the globe. Fortinet offers employees a variety of benefits, including medical, dental, vision, life and disability insurance, 401(k), 11 paid holidays, vacation time, and sick time as well as a comprehensive leave program. Wage ranges are based on various factors including the labor market, job type, and job level. On target earnings for this position is expected to be $246,700 - $274,100 per year. Exact salary offers will be determined by factors such as the candidate's subject knowledge, skill level, qualifications, experience, and geographic location. All roles are eligible to participate in the Fortinet equity program, and this position is also eligible for commissions based on the terms of the Sales Compensation Plan

Job DescriptionBenefits: Life insurance Health Insurnace Stipend 401(k) matching Bonus based on performance Opportunity for advancement Paid time off Training & development Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to identify and support local community events in our market. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Group Life Insurance Benefits Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Dedicated to customer service Ability to multi-task Ability to make presentations to potential customers Ability to effectively relate to a customer Bilingual - Spanish preferred Bilingual - Tagalog preferred Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.