Relationship manager jobs in Citrus Heights, CA

**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 **Posting End Date: 12/31/25** **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. **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.

Full-time Description Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis. Essential Duties and Responsibilities include the following. Other duties may be assigned. Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs. Review accounts on a monthly basis. Build strong relationships with clients' HR teams, senior managers, and other key stakeholders. Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE. Responsible for obtaining and revising necessary information on the account and completing all activity as required. Work on new client implementations. Prepare, Manage and understand and provide critical review of monthly reports Ensure execution of contract and any renewal adjustments by working with finance and sales. Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates Work internally to create and maintain plan documents. Mediate between client and carrier. Create and update plan documents during and after Implementation Create and update ID cards during and after Implementation Maintain PPO Network contract application and Plan Cost Reports Respond to Anthem Blue Cross Utilization Management update requests Appropriately escalate issues and opportunities to Upper Management as need be. Provides feedback to assist in the creation of performance improvement goals and development of training programs. Ensure proper handling of customer issues and concerns. Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards. Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management Performs other duties and responsibilities as assigned by Management. Supervisory Responsibilities: This job has no supervisor responsibilities Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above. Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position. Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office. Salary Description $25.00 - $27.00 DOE

Job DescriptionDescription: Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retains and expands relationships with existing customers. Prospect and close new business relationships. Grow net revenue year after year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement plans for sourcing prospects and new customer relationships. Manage customer relationships and introduce product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure positive customer experience. Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills; to include the use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Leadership skills and ability to foster and sustain collaborative work relationships within the bank. Strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree (Master's degree preferred). Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $200,000 annually. Pay range may vary based on skills, experience, and location

Join Our Growing Team as a Vendor Relationship Manager - Build Strong Partnerships for Success! Are you passionate about cultivating relationships, managing vendor partnerships, and driving business excellence? We're looking for a proactive and results-oriented Vendor Relationship Manager to join our dynamic team. In this role, you'll lead the development, management, and optimization of vendor relationships to ensure seamless collaboration and operational success. Why You'll Love This Role: 💼 Comprehensive Training - Gain the tools and support needed to excel, whether you're experienced or new to vendor management. ⏰ Flexible Work Schedule - Full-time or part-time opportunities with remote flexibility. 📈 Career Growth - Clear pathways for advancement into leadership, procurement management, or operational strategy roles. 💰 Competitive Compensation - Base pay plus performance-based incentives and bonuses. Key Responsibilities: Build, maintain, and strengthen relationships with vendors to ensure mutual success. Develop and execute vendor management strategies to optimize performance and ensure alignment with business goals. Act as the primary liaison for vendors, facilitating clear communication and issue resolution. Collaborate cross-functionally with procurement, operations, and finance teams to streamline vendor processes. Track and analyze vendor performance metrics, providing actionable insights and recommendations. Identify and onboard new vendors through strategic sourcing and relationship management. What We're Looking For: ✔ Excellent relationship-building and communication skills ✔ Strong negotiation and problem-solving abilities ✔ Experience in vendor management, procurement, or supply chain operations preferred ✔ Data-driven mindset with the ability to analyze performance metrics and trends ✔ Self-starter who thrives in a collaborative, fast-paced environment Perks & Benefits: ✅ Paid training and continuous mentorship ✅ Health insurance and retirement plan options ✅ Incentive bonuses and performance recognition ✅ Growth opportunities into senior leadership and strategic roles 🚀 Ready to Build Strong Vendor Partnerships? If you're excited to manage vendor relationships and contribute to the success of a purpose-driven organization, we'd love to hear from you! 👉 Apply now and join us as a Vendor Relationship Manager-where collaboration meets opportunity!

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 Sacramento, CA. This is a full-time position that offers a competitive base salary, plus commission, bonuses, car allowance, benefits, and a WONDERFUL company culture. 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: Newest Company Video with Keanu Reeves! 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!

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Commercial Banking Relationship Manager in Sacramento, CA** . This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships. **Essential Functions:** + Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. + This position will focus on companies with revenue of $50mm+ Acts as the principal account and relationship manager for new and existing clients. + Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. + Calls on existing relationships to review portfolios and makes recommendations as needed. + Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Responsible for monitoring credit performance. + Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. + Cross sell other bank products. + Other duties as assigned. **Qualifications:** + Requires a Bachelor's and some experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. + Knowledge of lending, credit analysis preferable in a commercial lending environment. + Ability to expand loans, client relationships and cross sell bank products. + Familiarity of the sales, loan processing and closing processes. + Requires skills and experience in applicant interviewing and perceptive character judgment. + Ability to structure loans and monitor credit performance. + Must have good interpersonal and communication skills. + Working knowledge of software applications, including word processing and spreadsheets. + Manages a small commercial portfolio. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts + Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits, including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **This position is eligible to earn a base salary in the range of $200,000 - $230,000 annually depending on job-related factors such as level of experience.** **Req ID:** 068008 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Job Summary The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations. Responsibilities Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively. Work directly, professionally and collaboratively with operations team, client, product, implementation and other cross-functional teams as required to meet the client's needs. Provide proactive communication to client related to operations status updates, as well as product and software enhancements. Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation. Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's). Monitor customer satisfaction levels. Continually maintain awareness of client's business needs. Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report notable concerns to leadership and provide suggestions for resolution. Effectively lead calls with assigned client's and cross functional team members. Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis. Review and update Audit Results weekly/monthly. Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns. Client Invoice/Credit Review. Ensure service modifications and enhancement requests are thoroughly vetted and outlined. Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation. Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies. Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures. Provide coverage of responsibilities in the absence of team members, peers or management. Establish cadence and facilitate client meetings. Perform other duties as assigned or needed. Travel is required. Position is hybrid work in office/home Salary Range $77,000 - $115,700

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership The starting pay is $85,000 annually. Salary is negotiable upon time of hire. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Application Deadline: 12/30/2025 Address: 500 Capitol Mall Job Family Group: Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

The Sr. Commercial Banking Relationship Manager a full range of CRE lending and banking services to commercial customers. This includes determining credit eligibility, preparing loan narratives, ensuring loans meet appropriate criteria, and effectively cross-selling products. This officer would generate $20 to $30mm of new loan outstandings annually and manage a portfolio of loans between $50mm and $100mm. What You Will Be Doing * Active solicitation of new CRE business and growth of new relationships * Gathering and analyzing CRE due diligence to recommend structure for a credit decision * Preparing loan presentations for Senior Management * Assuming full responsibility for quality, completeness and accuracy of all documentation in the loan portfolio. * Ensuring the CRE loan portfolio is actively managed for covenants, maturities and risk rating recommendations. * Gaining comprehensive knowledge of all bank products in order to cross sell Retail, Treasury Management and Wealth Management. * Contributing to Bank's overall management objectives by participating in leadership meetings and supporting bank goals * Participating in a variety of community-oriented and professional organizations * Bachelor's degree from a four-year college or university in Finance or a related field * Seven or more years related commercial banking experience and/or training * Proficiency in Microsoft Office 365 Suite of Products * Ability to read, analyze and interpret financial reports and legal documents * Keen sense to respond to inquiries/requests from clients and/or prospects * Effectively present information to senior management, public groups and/or boards of directors * Demonstrated ability to define problems, collect data, establish facts and draw valid conclusions * Interpreting financial data provided Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $166,000 - $205,000.

Job DescriptionClient Engagement & Relationship Manager Client Engagement & Relationship Manager Location: Roseville, CA • On-Site • Full-Time Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice) About the Role We're seeking a warm, proactive communicator to be the voice and presence of our firm. This role combines client engagement, lead follow-up, and event coordination to ensure every interaction feels thoughtful and seamless. Most meetings are virtual, so comfort in a digital environment is essential. Key ResponsibilitiesClient & Prospect Engagement (Primary) Respond promptly to inbound leads Make outbound calls, texts, and emails to schedule consultations Build rapport and maintain accurate CRM notes Client Experience & Office Support (Secondary) Greet clients and ensure a positive in-office experience Answer phones and assist with meeting prep Support logistics for client events and seminars Career Progression & Licensing Opportunities Designed for growth, this role offers exposure to advisory operations and client relationship management. High performers may pursue firm-supported licensing (Series 6, 7, or 65) and advance into practice or operations management. Development includes mentorship, training, and structured growth plans. Why Join Us Impactful Work: Help clients achieve financial confidence and life goals Collaborative Culture: Work with a high-performing, values-driven team Growth Opportunities: Professional development and advancement potential Who Thrives Here Warm, outgoing, and proactive Strong communicator across phone, text, and email Organized yet adaptable; tech-savvy in virtual workflows Qualifications 1-5+ years in client service, hospitality, or outreach Comfortable with outbound calling Bachelor's degree required; CRM experience helpful Compensation & Benefits Hourly: $26-$33 (Non-Exempt) Bonus: Performance-based Benefits: Medical, dental, vision, retirement plan, PTO, paid holidays, professional development How to Apply Submit your resume and a short cover letter explaining: Why you enjoy proactive outreach and relationship-building Why this role resonates with you Equal Opportunity Employer IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network 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 JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: * Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: * Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational * Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 * Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration * Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas * Manage client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: * Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable * CPA or JD required * Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Demonstrated management, analytical, organization, interpersonal, project management, communication skills * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $145,000 to $257,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Rancho Cordova - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; * Other duties may be assigned. Marketing * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; * Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust * Provide technical support in the sales process as needed * Other duties may be assigned. Personal and Organizational Responsibilities * Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; * Maintain documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. * Full knowledge of multi-line Property & Casualty insurance products and services. * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. * Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Valid Property & Casualty Insurance license. COMPENSATION: The national average hourly rate for this role is $25.64 - $33.33 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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. #LI-AT1 #LI-Hybrid (3217)

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. **Job Responsibilities** + Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects + Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Balance needs of clients with associated risks and interests of the firm **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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 JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Sacramento,CA $114,000.00 - $176,000.00 / year

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.

Sacramento, CA, United States Roseville, CA, United States Folsom, CA, United States Elk Grove, CA, United States As the Clinical Account Manager (CAM) here at Hologic, you will lead the way to achieve year on year growth within your territory for our GYN Surgical portfolio inclusive of NovaSure global endometrial ablation and MyoSure tissue removal systems. Your success will expand our geographical reach, helping thousands of people to live healthier, longer lives whilst simultaneously developing your personal brand as an expert in the medical device field. You will achieve this by: + **_Sculpting_** the strategic business plan to maximize Hologic's market share. You will develop and manage sales funnels to analyze, track and provide accurate forecasts. + **_Crafting_** long-lasting relationships with our new and existing customers, becoming a trusted advisor and partner to key decision makers. + **_Providing_** clinical expertise in the surgical space. Supporting physicians and other clinical professionals with technical support in surgery. + **_Educating_** through case coverage our surgeons and nurses on NovaSure and MyoSure technology. + **_Collaborating_** effectively with your wider team including clinical, sales, service, technology and national accounts **What We Expect:** + **Education:** + Bachelor's degree required in a scientific, biomedical, business or marketing discipline. + **Experience:** + Our mission is to be a global champion, and to do this we need you to be passionate, best-in-class and grounded in science. You will have the natural ability to build meaningful business relationships, be able to handle objections and negotiations eloquently. + Demonstrating 1 - 2+ years of sales experience. Medical sales experience is an advantage. You'll be the top performer in your existing company, winning prestigious awards such as Presidents Club and/or Circle of Excellence. + Since this position requires extensive driving during the workday, a valid driving license and satisfactory driving record, as well as a serviceable vehicle available for work use is mandatory. + **Additional Details:** + Since this position requires extensive driving during the workday, a valid driving license and satisfactory driving record, as well as a serviceable vehicle available for work use is mandatory. The position requires traveling to regional accounts and medical conventions which may necessitate overnight stays. **So why join Hologic?** We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. We offer a competitive salary as well as quarterly commission based on sales target. If you have the right skills and experience and want to join our team, **apply today.** The total compensation range for this role is $75,000 to $120,000 . This is based on a base salary and commission plan combination. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, territory/ geography, education, business needs, market demand and performance versus quota **Agency and Third Party Recruiter Notice:** Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered. Hologic's employees are subject to third-party COVID-19 vaccination requirements, including from customers and governmental entities. Hologic is an equal opportunity employer and consistent with federal, state, and local requirements, will consider requests for reasonable accommodation based on disability or sincerely-held religious beliefs where it is able to do so without undue hardship to the company. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans. \#LI-LB2

Mission: At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services. Vision: To become the nation's premier faith-based Trusted Ministry Advisor, founded on collaborative stewardship, integrity, and a thriving organizational culture. Why You'll Love Working Here: Opportunities for Growth: Whether pursuing your CPA or expanding your accounting expertise, there's ample room for career advancement at C&A. Passion for Service: If you thrive on delivering exceptional service and exceeding client expectations, you'll fit right in. Tech-Savvy Environment: Embrace our tech-forward approach where we leverage cutting-edge tools to enhance efficiency and reduce costs. We prioritize finding the right fit over the perfect resume! If you feel our team is a place where you belong, we'd love to hear from you! Win: Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making. Internal Responsibilities and Duties: Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions. Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion. Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks. Ensure adherence to company standards and implementation of best practices in accounting processes. Review and approve financial reports, ensuring accuracy and timely publication. Identify and address any discrepancies in financial data, providing solutions where necessary. External Responsibilities and Duties: Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner. Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends. Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency. Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation. Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health. Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided. Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant. General Requirements: Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines. Ability to follow processes, think critically, work independently, and prioritize tasks. Desire to grow with the firm and take on additional responsibilities. Overall, the ideal candidate should possess strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement. Qualifications: Bachelor's degree in Business, Finance, or Accounting preferred, or equivalent relevant experience. Strong grasp of accounting principles. Proficiency in cloud-based technologies. Comfortable working with churches. Ability to work additional hours as needed. Capable of managing multiple clients with varying deadlines. Benefits: Comprehensive health, vision, dental, and life insurance coverage. Company-sponsored 401k with a 4% matching contribution. Generous PTO policy including 3 full weeks and holidays.

Looking for a career in sales? Insight Global is one of the world's largest staffing firms. What does that mean? We make hiring easy for our clients. Since 2001, we've expanded from a small entrepreneurial startup to over $4 billion in revenue. Our growth is driven by our award-winning company culture, comprehensive training programs, and of course, our people. We pride ourselves on hiring elite entry-level sales candidates because we believe in promoting from within. Each employee starts as a Recruiter before earning a promotion to Account Management. As an entry-level Recruiter, you'll be supported by a team of mentors to show you the ropes and give guidance every step of the way. From day one, you'll be immersed in The IG Way, a cutting-edge training program designed to not only teach how we operate, but also how to accelerate your sales career. Responsibilities RECRUITER The purpose of the Recruiter role is to build the foundation for a successful sales career at Insight Global. As a Recruiter, you'll learn all about staffing and our services - and how to sell them to current and future clients. You'll play the role of matchmaker for companies and candidates by reviewing resumes from our internal database and online job boards, conducting phone interviews, preparing candidates to meet hiring managers, and ultimately negotiating job offers to get them hired. The average employee spends approximately six months in the Recruiter role before enrolling into either Account Manager Training (AMT) or Professional Recruiter Training (PRT). The next 8 to 12 weeks, you'll be working to earn your promotion into either role by applying the skills and knowledge you learned to real-world scenarios with your future clients. ACCOUNT MANAGER Account Managers are the face of our organization. They work directly with hiring managers at Fortune 1,000 companies by researching and targeting organizations in need of staffing services. They make an initial connection through networking and cold calls, ultimately becoming valuable business consultants and building long-term relationships with their clients. Account Managers run in-person meetings and lunches to get to know hiring goals, team dynamics, and sell how our services can elevate their business. They'll then gather job requirements and work hand-in-hand with our Recruiting team to find the perfect candidates to fill each role. Account Managers don't sell a product, they sell staffing and are experts when it comes to all things hiring. PROFESSIONAL RECRUITER When it comes to Professional Recruiting, think next-level Recruiting and a different take on inside sales. Professional Recruiters are experts in their craft, focused on job seekers and our consultants. Their job is to identify top talent, then work to pair those candidates with the perfect job. They get to know the experiences and career aspirations of each job seeker to match clients to consultants. Once the placement is made, our Professional Recruiters continue to work closely with each consultant guaranteeing a world-class experience and offering continued support throughout their careers. Our Professional Recruiters accounted for over 80% of our job placements last year. Qualifications QUALIFICATIONS: * We're focused on hiring the best talent, regardless of major, school, or experience. We are looking for individuals with grit, leadership potential, and a competitive spirit. If you're driven, personable, and embody our Shared Values, you're the right fit for Insight Global. * Personality: We look for those who have strong personalities, who are positive, charismatic and have a willingness to connect with others. * Grit: This job is challenging, but it's extremely rewarding. We want the type of people who persevere beyond the hard stuff and proactively pursue long-term goals, work well under pressure, and can handle difficult situations. There will always be obstacles, but how our people handle them is what sets us apart. * Team: Together, anything is possible. IG employees must want to be part of a team and work well with others. Every success story has a team of people behind it. * Culture: Of everything, our culture is most important, and our Shared Values define us: Everyone Matters, We Take Care of Each Other, Leadership is Here to Serve, High Character & Hard Work Above All Else & Always Know Where You Stand. Our employees (and those we seek to hire) embody and live out these Shared Values. * Sales: We want someone who's motivated, excited about sales, looking to start a long-term career, and can embody our Sales Behaviors: Ability to Build in-Person Relationships, Urgent, Aggressive and Direct, Relentlessly Compete, Always Find a Way, and Be Elite. COMPENSATION Insight Global offers a competitive base salary ranging from $37,000- $68,640 annually, dependent on office location, and a $5,000 signing bonus in LTIPs (Long Term Incentive Plan). Upon promotion, Account Managers receive a base salary increase, up to $6,120 annually in cell allowance and commission supplement, as well as uncapped commission paid weekly. The average employee in the company makes: * Year 2: $73,000-$88,000 * Year 3: $121,000-$145,000 * Year 4: $135,000-$194,000 Account Managers and Professional Recruiters have the opportunity to win annual sales contests that include an all-expenses paid trip to the Bahamas, LTIPs, and a cash bonus starting at $7,500- $10,000. Benefit offerings include medical, dental, vision, disability insurance, company-paid life insurance, 401k retirement account access with employer matching, and paid vacation and sick time. Pay Range USD $42,500.00 - USD $66,560.00 /Yr.