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Relationship manager jobs in Colonie, NY

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  • Regional In-Home Sales Manager- Long Island

    Blinds To Go 4.4company rating

    Relationship manager job in Nassau, NY

    Outside Sales Manager In-Training is a full-time position, starting as a Sales Consultant and growing into a sales and training manager at an accelerated pace. You will develop skills and confidence and grow into a Shop at home manager where you will lead an on-the-road team. RESPONSIBILITIES/DUTIES: Learn the business serving customers Where you visit clients at their home to provide a design consultation Possess an entrepreneurial spirit. Learn how to train, mentor, and develop employees Gain leadership and management skills Where you do not do any prospecting as appointments are made by our support team QUALIFICATIONS: Must have a valid Driver's License. Must have consultative sales experience Bachelor's degree preferred Must be willing to work all scheduled hours (40) which may include evenings and weekends BTG Provides Medical, Dental, and Vision Benefits Life and Disability Benefits Paid vacation and sick time Company Car and laptop Career coaching and advancement opportunities ABOUT US: Visit our website at ****************** to learn more about us and our career opportunities. Blinds To Go provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation , gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $77k-124k yearly est. 5d ago
  • Relationship Manager - Corporate Asset Finance

    Everbank

    Relationship manager job in Albany, NY

    **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: 12/15/25** **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.
    $182.1k-246.4k yearly 53d ago
  • Lead Client Partner, Ecommerce

    Pinterest 4.6company rating

    Relationship manager job in Day, NY

    Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible. As a Lead Client Partner, you will serve as a strategic visionary, cultivating trusted relationships with top-tier clients through your deep expertise in the industry. You'll collaborate on major initiatives and see them through to success, while being the primary contact for our partners at the highest level. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, dynamic environment. What you'll do: Retain and grow partner relationships within our Ecommerce sector, ultimately driving Pinterest revenue. Lead negotiations and develop business plans, working with teams to solve complex challenges. Build strong relationships with clients, agencies, C-suite, and key stakeholders both internally and externally. Act as a product expert, providing guidance on digital advertising and Pinterest solutions. Use data and insights to create marketing plans that achieve partner goals and ROI. What we are looking for: Proven ability to build long-term partnerships and drive successful negotiations. Strong connections in the industry and comfort working with executive leaders. Strong analytical skills to turn insights and trends into actionable growth strategies. Consistent record of meeting revenue goals and driving partnership growth. Bachelor's degree in Digital Media, SaaS Sales, or related field, or equivalent experience. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 1 times per week and therefore needs to be in a commutable distance from our New York office. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. #LI-NM2 At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only$116,574-$204,005 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
    $116.6k-204k yearly Auto-Apply 17d ago
  • Commercial Banking Relationship Manager

    Nbtbancorp

    Relationship manager job in Pittsfield, MA

    Pay Range: $119,993.00 - $160,008.00Responsible for full range of New business Development activities. Evaluates loan applications and makes recommendations to higher authority. Maintains a loan portfolio that includes gathering relevant financial data and maintains customer relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships. Education and Experience: 4 year degree or related experience 5-7 years lending experience Skills and Abilities: Strong accounting and credit analysis background Strong oral, written and listening skills Ability to attain/exceed goals Strong management and leadership skills Tasks Performed: 40% Develops a portfolio through New Business Development activities handling all but the largest most complex relationships with borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. 25% Evaluates loan applications and makes recommendations to higher approval authority after analyzing borrower capacity, financial data, industry trends, collateral position, management ability and using personal judgment to determine credit worthiness. 20% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 10% Seeks advice and guidance from more experienced lending Officers throughout the loan underwriting, approval and closure process. 5% Other duties as assigned Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
    $120k-160k yearly Auto-Apply 48d ago
  • Wealth Management Client Relationship Manager

    TIAA

    Relationship manager job in Albany, NY

    **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $62.5k-87.5k yearly 11d ago
  • Commercial Relationship Manager II- Glens Falls/Saratoga Springs

    Arrow Bank Na

    Relationship manager job in Glens Falls, NY

    Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Corporate Banking team as: Commercial Relationship Manager This opportunity may be perfect for you if you have experience in: > Commercial Credit and Banking Products > Communication Skills > Credit Underwriting, Portfolio Management, or Business Banking Relationship Manager About the Position: Responsible for managing commercial borrower/depositor relationships including new loan requests, cash management/deposit services development of new business, and management/oversight of assigned commercial loan portfolio. Adheres to Loan Policy and work to achieve assigned goals and objectives to support Company strategic plan. This position can sit at our Glens Falls, NY or Saratoga Springs, NY location. Essential Job Functions: > Identify prospective customers and implement plan for gaining business through researched business development calls, networking, and response to referrals. Continuously develop growing network of referral sources for new business. > Build/expand existing customer relationships by identifying needs and recommending solutions while effectively handling existing loan requests. Work with current customers to encourage referrals. > Manage commercial loan portfolio including collection and review of financial information to ensure Company's interests are protected. Adhere to Loan Policy, department procedures, and applicable Federal/State/Local laws and regulations. > Formulate and implement strategies to achieve individual and department goals as set by supervisor. Work with colleagues and management to provide guidance, training, and support to reach goals as appropriate. > Collaborate with other strategic partners within Company to provide full range of products and services, as appropriate, for customers. Participate in team presentations, attend joint networking events, and provide introductions/contacts to stakeholders so customer needs may be fully addressed. > Participate actively in community to source business development opportunities and demonstrate our Company's commitment to local communities. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications/Experience: > Bachelor's Degree or equivalent experience in business, finance, lending or related field required. > 8 years of experience in commercial lending, loan portfolio management, or equivalent banking experience required Skills/Knowledge: > Exceptional knowledge of commercial credit analysis and banking products/services preferred > Solid communications skills, both written and verbal; ability to communicate effectively with customers, co-workers, management, and community/business leaders> Strong consultative sales and negotiation skills; ability to identify needs, present effective solutions, and close a sale> Proficient in Microsoft Office Suite: Word, Excel, Outlook and PowerPoint > Local market knowledge and ability to develop, retain and expand relationships with center of influence. > Engage in networking events and proactively build relationships with existing and potential customers. Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $100,000- $140,000 annually commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $100k-140k yearly 2d ago
  • Client Partner/Account Executive

    Nextdoor 4.1company rating

    Relationship manager job in Day, NY

    #TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors Nextdoor's Client Partner (Account Executive) team is a diverse, driven, and strategic group of salespeople focused on connecting brands with our community of neighbors through our growing portfolio of advertising products. The team culture mirrors the larger business focus, relying on building trusted relationships both internally as well as with our partners. The Sales team drives results for its brand partners while creating neighbor value. We're a purpose-driven company and we're recruiting like-minded sales professionals who are as passionate about customer value as they are professional growth, and building a culture of belonging. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment experience, providing a flexible experience for our valued employees. The Impact You'll Make Nextdoor Client Partners help advertisers by connecting them with our hyper-local community of neighbors across the United States through our native advertising platform. You will develop and build a pipeline and drive new business through the full sales cycle (from prospecting to closing). To succeed in this role, you will need a deep understanding of storytelling, experience with social and native advertising, and an expertise in digital marketing objectives. You are ambitious and thrive in a startup environment, with a demonstrated ability to build detailed sales and revenue generation plans, while also being able to roll up your sleeves and execute tactically. Your responsibilities will include: Drive revenue growth by identifying and pursuing new business opportunities Regularly assess client satisfaction and identify opportunities for growth and upsell/cross-sell Develop multi-funnel digital campaigns that clearly achieve advertiser objectives, while staying true to the Nextdoor brand and neighbor community Consistently meet or exceed revenue quotas Effectively manage account expectations and work with the Ad Solutions team to ensure successful campaign performance and account retention Collaborate effectively with all internal stakeholders. Demonstrate an ability to prioritize both short and long-term Navigate ambiguity with a positive attitude and growth mindset Ability to tell compelling stories with data Provide thoughtful feedback to internal marketing, product and operations teams to drive business innovation Relentlessly pursue new prospects and sales opportunities Build relationships with key decision-makers across complex marketer and agency partners Manage a robust pipeline and accurately forecast revenue outcomes Participate in in-person Nextdoor events such as trainings, off-sites, volunteer days, and team building exercises Build in-person relationships with team members and contribute to Nextdoor's company culture What You'll Bring To The Team 4+ years of experience in advertising sales and/or account management A history of securing new business partners exceeding ~$500k quarterly Experience with Salesforce and prospecting tools (e.g., LinkedIn, Pathmatics) Advanced sales, communication, and presentation skills Strong understanding of platform-based media buying, including marketing campaigns aimed at brand awareness as well as driving lower funnel consumer action Excellent planning and organizational skills A passion for community building, to inspire a more inclusive team and diversity of thought, both at Nextdoor and in your own neighborhoods Eagerness to explore and apply AI and emerging technologies to reimagine how work gets done Rewards Compensation, benefits, perks, and recognition programs at Nextdoor come together to create one overall rewards package. Overall, total compensation will vary depending on your relevant skills, experience, and qualifications. The compensation range for this role includes a base salary + commission structure with a 50/50 split. Commission will vary depending on your achievement of sales-related goals and objectives. The starting OTE (on-target earnings) inclusive of base + commission is in the range of $180,000-$230,000 (base salary of $90,000-$115,000) on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. We also expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will be within the first 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of great health plans. We cover 100% of your personal monthly premium for health, dental, and vision - and provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.
    $180k-230k yearly Auto-Apply 24d ago
  • Client Partner

    xAI

    Relationship manager job in Day, NY

    xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role We are seeking a dynamic and experienced Client Partner to join X's world-class team of media professionals, where you will drive revenue growth by building strong relationships with Fortune 500 companies and their advertising agencies. In this role, you will create impactful, consultative sales strategies to showcase X's advertising products, helping advertisers connect with consumers and achieve their marketing goals. Ideal candidates are passionate about X's mission to preserve free expression and choice, thrive in collaborative environments, and bring a deep understanding of the social media landscape to fuel innovative advertising solutions. Responsibilities Establish and nurture collaborative business relationships between X and Fortune 500 companies, as well as their marketing agencies. Develop consultative sales presentations to demonstrate how X's advertising products can be leveraged to effectively engage consumers. Partner with advertisers to build and execute high-impact campaigns, measure performance, and drive renewals and upselling opportunities to fuel revenue growth. Stay at the forefront of thought leadership by immersing yourself in the evolving social media landscape and adapting to X's ongoing product developments. Mentor new team members, fostering a collaborative and high-performing team culture as the organization grows. Required Qualifications 8+ years of experience in digital media sales, working with Fortune 500 companies and advertising agencies. Established relationships with marketing decision-makers at companies and agencies. Proven track record of developing and growing a book of business. Exceptional communication and presentation skills, with the ability to articulate complex ideas clearly. Deep understanding of X, the social media landscape, and opportunities for marketers to leverage these platforms. Bachelor's degree (BA/BS) or equivalent relevant experience. Preferred Qualifications Vertical experience in retail, dining, technology, automotive, travel, media & entertainment, or consumer packaged goods. Strong aptitude for creative problem-solving and a preference for working in small, collaborative teams. A passion for X's mission to create a marketplace that enables economic success for all participants. Experience mentoring or onboarding team members in a fast-paced, high-growth environment. A proactive mindset with the ability to adapt to rapidly evolving industry trends. A sense of humor and enthusiasm for thriving in a dynamic, mission-driven organization. Annual Salary Range $135,000 - $250,000 USD Benefits Base salary is just one part of our total rewards package at X, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice
    $135k-250k yearly Auto-Apply 3d ago
  • Senior Manager - CRM, Email & SMS

    Ten Thousand 3.2company rating

    Relationship manager job in Day, NY

    Ten Thousand is seeking a highly motivated Senior Manager, Email, SMS & CRM to lead the next evolution of our lifecycle marketing strategy - with a focus on deepening post-purchase engagement, optimizing customer journeys, and maximizing lifetime value through best-in-class communication touchpoints. Living and breathing the TT ethos of Better Than Yesterday, you'll design, execute, and optimize the programs that keep our community connected, inspired, and coming back. You'll be responsible for balancing content and commerce, campaigns and journeys, and brand storytelling and performance KPIs - ensuring that every customer interaction reflects our values and drives our business forward. Reporting to the VP Digital, you'll collaborate closely with brand, creative, and eCommerce teams to deliver a best-in-class owned channel experience.
    $120k-164k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager I- Officer

    JPMC

    Relationship manager job in Albany, NY

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $90k-133k yearly est. Auto-Apply 60d+ ago
  • Business Banking Relationship Manager

    Pioneer Bancorp, Inc. 4.2company rating

    Relationship manager job in Hudson, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: * Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. * Manages, cultivates, and grows a portfolio of credit and deposit clients. * Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. * Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. * Acts as branch point of contact and resource for matters regarding commercial clients. * Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. * Sources, manages, and executes new and ongoing credit applications. * Identifies and executes opportunities for new and additional deposits. * Targets opportunities to introduce and implement cash management products to support clients' key operations. * Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. * Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. * Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. * Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. * Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. * Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. * Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. * Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. * Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: * Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. * Three to five years of related experience in commercial banking, sales support, and/or bank operations. * Existing network of Capital Region business contacts and clients is preferred. * Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. * Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. * Strong and effective customer service skills with professional and courteous style of communication. * Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly 26d ago
  • Business Banking Relationship Manager

    Pioneerbanking

    Relationship manager job in Hudson, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. Manages, cultivates, and grows a portfolio of credit and deposit clients. Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. Acts as branch point of contact and resource for matters regarding commercial clients. Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. Sources, manages, and executes new and ongoing credit applications. Identifies and executes opportunities for new and additional deposits. Targets opportunities to introduce and implement cash management products to support clients' key operations. Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. Three to five years of related experience in commercial banking, sales support, and/or bank operations. Existing network of Capital Region business contacts and clients is preferred. Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. Strong and effective customer service skills with professional and courteous style of communication. Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly Auto-Apply 26d ago
  • Business Banking Relationship Manager

    Pioneer Bank, National Association 4.3company rating

    Relationship manager job in Hudson, NY

    Job Description TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. Manages, cultivates, and grows a portfolio of credit and deposit clients. Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. Acts as branch point of contact and resource for matters regarding commercial clients. Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. Sources, manages, and executes new and ongoing credit applications. Identifies and executes opportunities for new and additional deposits. Targets opportunities to introduce and implement cash management products to support clients' key operations. Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. Three to five years of related experience in commercial banking, sales support, and/or bank operations. Existing network of Capital Region business contacts and clients is preferred. Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. Strong and effective customer service skills with professional and courteous style of communication. Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly 26d ago
  • Senior Manager, Client Solutions

    Inmobi 4.6company rating

    Relationship manager job in Day, NY

    InMobi Advertising is a global technology leader helping marketers win the moments that matter. Our advertising platform reaches over 2 billion people across 150+ countries and turns real-time context into business outcomes, delivering results grounded in privacy-first principles. Trusted by 30,000+ brands and leading publishers, InMobi is where intelligence, creativity, and accountability converge. By combining lock screens, apps, TVs, and the open web with AI and machine learning, we deliver receptive attention, precise personalization, and measurable impact. Through Glance AI, we are shaping AI Commerce, reimagining the future of e-commerce with inspiration-led discovery and shopping. Designed to seamlessly integrate into everyday consumer technology, Glance AI transforms every screen into a gateway for instant, personal, and joyful discovery. Spanning diverse categories such as fashion, beauty, travel, accessories, home décor, pets, and beyond, Glance AI delivers deeply personalized shopping experiences. With rich first-party data and unparalleled consumer access, it harnesses InMobi's global scale, insights, and targeting capabilities to create high impact, performance driven shopping journeys for brands worldwide. Recognized as a Great Place to Work, and by MIT Technology Review, Fast Company's Top 10 Innovators, and more, InMobi is a workplace where bold ideas create global impact. Backed by investors including SoftBank, Kleiner Perkins, and Sherpalo Ventures, InMobi has offices across San Mateo, New York, London, Singapore, Tokyo, Seoul, Jakarta, Bengaluru and beyond. At InMobi Advertising, you'll have the opportunity to shape how billions of users connect with content, commerce, and brands worldwide. To learn more, visit ************** Overview of the role: The Senior Manager, Client Solutions, serves as a trusted advisor and subject-matter expert for key clients, leveraging the full breadth of our ecosystem solutions across data, insights, creative, audiences, and measurement. This role is responsible for cultivating long-term, strategic relationships with brands and agencies-acting as the primary point of contact for InMobi's solutions. You'll develop a deep understanding of client needs, translate complex product capabilities into impactful strategies, and ensure the seamless delivery of high-quality solutions. Collaboration is key: you'll partner closely with demand, product, and business development teams to integrate client feedback, align priorities, and deliver value that evolves with the market. This role is onsite in our New York City office The impact you'll make: Strategic Client Partnership * Serve as a subject-matter expert for partners leveraging InMobi's ecosystem solutions. * Build and maintain strong, long-term relationships with key clients, acting as the primary point of contact for escalations and strategic discussions across data, insights, and measurement. * Anticipate and address client needs, delivering tailored, data-driven solutions that deepen the partnership. * Conduct regular business reviews to evaluate service delivery, gather feedback, and identify opportunities for improvement. Solutions Leadership * Translate complex product offerings into actionable client strategies that drive measurable business outcomes. * Identify opportunities to expand services within existing client accounts, contributing directly to revenue growth. * Partner with the sales team during new business pursuits, offering strategic and technical insights on client-focused solutions. Cross-Functional Collaboration * Work closely with Demand teams to accelerate both new and existing business growth. * Collaborate with product teams to ensure client feedback informs product roadmaps, guaranteeing our solutions solve real client challenges. * Partner with business development teams across data, measurement, creative, and other third-party providers to deliver integrated solutions that support client success. The experience we need: * 5+ years in client-facing roles within AdTech, MarTech, digital media, agency, or brand advertising environments. * Proven track record of consultative client engagement, with demonstrated success in cross-selling and upselling complex solutions. * Strong communication and presentation skills, with the ability to translate technical concepts into compelling business value. * Experience leading client relationships end-to-end-from strategic planning and problem-solving to delivery and optimization. * Analytical and solution-oriented mindset, with the ability to uncover opportunities, remove barriers, and manage dependencies. * Understanding of generative AI applications for solution development, creative strategy, or measurement innovation. * A collaborative, proactive approach and a passion for helping clients succeed in an evolving digital ecosystem. What we build… At InMobi, we're building products that are redefining industries. Our ecosystem spans: * InMobi Advertising - Powering data-driven mobile marketing for the world's leading brands * Glance - A revolutionary Gen AI-powered lockscreen & TV content platform transforming how millions discover and engage with content * 1Weather - One of the world's leading weather platforms, delivering precise, reliable, and real-time weather forecasts With deep expertise in AI, mobile, consumer technology, and digital innovation, we are home to some of the brightest minds in the industry. What sets us apart? Not just what we build. How we build it. At InMobi, we balance our hunger for cutting-edge tech with a deep focus on our people - their growth, well-being, and potential. At InMobi, you'll be surrounded by people who… * Think big and act fast: We're entrepreneurial, thrive in ambiguity, and love solving high-impact problems * Are passionate, fanatically driven, and take immense pride in their work: We care deeply about the impact we create and continuously push our potential * Own their outcomes: We take responsibility, make bold decisions, and execute with confidence * Embrace freedom with accountability: We value autonomy and understand that trust comes with responsibility * Believe in lifelong learning: We welcome feedback, challenge ourselves to grow, and aren't afraid to take smart risks Award-winning culture, best-in-class benefits Our compensation philosophy enables us to provide a competitive salary that drives high performance while balancing business needs and pay parity. We determine compensation based on a wide variety of factors, including role, nature of experience, skills, and location. The base salary (fixed) pay range for this role would range from $109,350 - $173,150 USD (min to max of base salary pay range). This salary range is applicable for our offices located in California and New York*. In addition, an InMobian may also receive variable pay in the form of an annual variable bonus or quarterly variable bonus/sales incentive, as deemed per policy, in addition to fixed compensation. * Our ranges may vary based on the final location or region of the roles in accordance with the geographical differentiation in pay scales in the country. In addition to cash compensation, based on the position, an InMobian can receive equity in the form of Restricted Stock Units. We believe that our employees/personnel should have the ability to own a part of the entity they are a part of. Therefore, the entity employing you may elect to provide such stocks to you. Ownership of stock enables us to treat our employer company as our own and base our decisions on the company's best interests at heart. To encourage a spirit of shared ownership, we grant InMobians relevant company stock(s). As you contribute to the growth of your company, certain stocks may be issued to you in recognition of your contribution. A quick snapshot of our U.S. benefits: * Competitive salary and RSU grant (where applicable) * High-quality medical, dental, and vision insurance (including company-matched HSA) * 401(k) company match * Generous combination of vacation time, sick days, special occasion time, and company-wide holidays * Substantial maternity and paternity leave benefits and compassionate work environment * Flexible working hours to suit everyone * Wellness stipend for a healthier you! * Free lunch provided in our offices daily * Pet-friendly work environment and robust pet insurance policy - because we love our animals! * Employee Assistance Program (EAP) If this sounds like the kind of team, role, values, benefits, and challenges that excite you, we'd love to hear from you. Go for it! InMobi is an equal opportunity employer InMobi is a place where everyone can grow. Howsoever you identify, and whatever background you bring with you, we invite you to apply if this sounds like a role that would make you excited to work. InMobi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The InMobi Culture At InMobi, culture isn't a buzzword; it's an ethos woven by every InMobian, reflecting our diverse backgrounds and experiences. We thrive on challenges and seize every opportunity for growth. Our core values - thinking big, being passionate, showing accountability, and taking ownership with freedom - guide us in every decision we make. We believe in nurturing and investing in your development through continuous learning and career progression with our InMobi Live Your Potential program. InMobi is proud to be an Equal Employment Opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the hiring process and in the workplace. Visit https://**************/company/careers to better understand our benefits, values, and more!
    $109.4k-173.2k yearly Auto-Apply 9d ago
  • Client Partner

    Upwave

    Relationship manager job in Day, NY

    Upwave: The Brand Outcomes Measurement Platform Upwave is a leading measurement company entirely focused on measuring and optimizing upper funnel campaigns.. The world's leading advertisers, agencies, and media partners trust Upwave's robust, AI-driven platform to bring science to the top of the funnel. With Upwave, marketers maximize the effectiveness of brand spend. Upwave measures Brand Lift, validates Brand Reach, and surfaces Brand Optimization opportunities in one, dynamic platform with cross-channel brand measurement for CTV, Digital, Social, Linear, Addressable, Retail Media, Streaming Audio and more. We're a profitable, growth-stage company backed by leading venture investors (Y Combinator, Uncork Capital, Bloomberg Beta, Initialized Capital, PivotNorth, Ridge Ventures, Industry Ventures, Conductive Ventures,) and leading AdTechfounders & CEOs. We're a humble but ambitious team that takes its work seriously but never ourselves. Come join us. We're seeking an experienced Client Partner, based in New York, to own and grow relationships with some of the world's most sophisticated media companies, specifically focused on growing our roster of existing media sales organizations This role is all about retention, growth, and strategic partnership, not onboarding or troubleshooting. You'll serve as the commercial owner of your client portfolio, working proactively to deepen adoption of Upwave's measurement platform, expand relationships across client organizations, and identify new revenue opportunities. The ideal candidate brings strong AdTech fluency, has sold into media sales organizations specifically, exceptional client management skills, and a passion for helping clients unlock value through data-driven insights. What you will do: Own the commercial relationship for a portfolio of strategic accounts. You will beresponsible for renewals, upsells, and overall account growth. Develop and execute account strategies that expand platform adoption across teams, business units, and campaigns within our customers Act as a trusted strategic advisor to customers' senior stakeholders, connecting Upwave's measurement to their broader marketing and business goals. Lead quarterly business reviews and executive presentations that demonstrate impact, ROI, and new growth opportunities. Partner with internal teams (Sales, Customer Success, Marketing and Product) to deliver a cohesive customer experience from onboarding through renewal. Proactively identify whitespace within accounts; new campaigns, business lines, or integrations that can benefit from Upwave's platform. Expand Upwave's relationships within our customers. You won't just “settle” for our original point of contact. Monitor revenue, usage trends, and satisfaction to anticipate churn risk and drive proactive engagement. You will be in highly regular communication with our customers, and always pushing for additional touchpoints with them. Stay informed on AdTech and measurement trends to provide forward-looking guidance to clients and internal teams. About you: You have 5-7 years of experience in account management or customer partnerships within AdTech, MarTech, or digital media with a focus on media sales organizations. You have a proven track record of owning renewals, driving growth, negotiating contracts, and managing enterprise-level relationships. You bring a deep understanding of digital media, measurement, and programmatic advertising (e.g., DSPs, SSPs, brand lift, attribution). You demonstrate strong commercial acumen and a consultative sales approach, confidently managing SaaS partnerships and long-term contract negotiations. You have developed a “playbook” for growing accounts at your past jobs. You don't just react; you proactively push for land-and-expand opportunities. You are an exceptional communicator and storyteller, comfortable engaging with VP+ stakeholders to drive strategic outcomes. You bring an entrepreneurial spirit and thrive in fast-moving, startup environments where you can shape and scale client relationships. You have a highly analytical and curious mindset that drives you to uncover customer insights and new sales opportunities. You are organized and proactive, able to translate insights into action across multiple client accounts. Additional Information: The annual base salary range for this role is $105,000 to $125,000 + commission + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for the new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Upwave is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $105k-125k yearly Auto-Apply 47d ago
  • Trust and Estates Tax Partner, Private Client Group

    Anchin 4.3company rating

    Relationship manager job in Day, NY

    Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms **************, etc.). Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities. Address technical issues and provide guidance on complex trust and estate structures. Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters. Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust. Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning. Mentor and develop the team to foster a culture of collaboration and continuous learning. Delegate effectively while ensuring work quality and adherence to deadlines. Participate in internal training programs to share expertise and enhance team capabilities. Lead marketing and networking efforts to attract new clients and expand existing relationships. Collaborate with other practice areas to deliver integrated solutions to clients. Represent the firm at industry events and conferences. Manage risk exposure through thorough review and documentation of tax positions. Maintain confidentiality and handle sensitive client matters with discretion. QUALIFICATIONS: Education: Bachelor's degree in Accounting, Taxation, or a related field. CPA certification preferred. Experience: Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role. Compensation: Competitive annual salary in the range of $220,000 to $500,000, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $116k-147k yearly est. Auto-Apply 60d+ ago
  • Environmental Account Manager

    NOCO Energy Corp 4.1company rating

    Relationship manager job in Day, NY

    Account Manager for Environmental Sales Territory: Western, Central, Eastern New York, Northwest Pennsylvania Compensation: $65,000 - $85,000/ year, plus commission What We Are Looking For The Account Manager is responsible for developing and executing strategic sales plans to drive revenue growth for NOCO's environmental products and services within a designated territory. This role requires a combination of leadership, sales acumen, territory management, and strong client relationship skills to achieve and exceed sales goals. We're seeking a motivated professional who is eager to contribute to the success of a growing, family-owned, third-generation business while expanding NOCO's environmental business in their assigned region. What You Will Do * Develop and implement strategic sales plans to achieve revenue and market share growth within the assigned region. * Meet or exceed established KPIs, including the minimum number of weekly sales calls, CRM updates, and documentation of customer visits, opportunities, and pipeline activities. * Cultivate and maintain strong relationships with key clients and prospects through consistent communication and value-driven solutions. * Understand client needs, assess market trends, and tailor NOCO's environmental products and services to meet customer objectives. * Set and achieve annual sales targets, revenue goals, and growth metrics for the assigned region. * Monitor sales activities, pipelines, and forecasts to ensure consistent progress toward targets. * Stay informed on industry trends, market conditions, and competitive activities to identify new opportunities. * Lead negotiations for major contracts and agreements, ensuring favorable terms for both the client and the company. * Collaborate with cross-functional teams, including marketing and operations, to ensure alignment between sales initiatives and company objectives. * Prepare regular sales reports, forecasts, and analyses to assess performance and recommend improvements. * Supervise and manage team performance, ensuring tasks are appropriately delegated, completed, and aligned with company expectations. * Provide ongoing feedback and communication with operations to support customer satisfaction and process improvement. * Attend regular team meetings (i.e. daily, weekly huddle meetings) to communicate priorities, safety, policies, company events, etc. * Perform other job-related duties as assigned to support departmental and organizational success. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company NOCO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need * Bachelor's degree in business, environmental science, or a related field. * Proven experience in sales and sales leadership roles, preferably within the environmental industry or a related sector. * Demonstrated success in achieving or exceeding sales targets and driving revenue growth. * Strong leadership and people management skills with a focus on team building, coaching, and development. * Excellent communication, negotiation, and interpersonal abilities. * Solid understanding of environmental products, services, and applicable regulations. * Strong analytical and strategic thinking capabilities. * Proficiency in Microsoft Excel, Word, PowerPoint, and other relevant technical tools. * Ability to accurately forecast sales and manage pipelines effectively. * Willingness to travel within the assigned region as needed. What We Offer * Generous medical insurance offerings * Dental and vision plans * Company-paid life insurance * Company-paid short-term disability * Competitive compensation package * 401(k) with company match * Health savings accounts * Generous Paid Time Off policies * 7 paid holidays * Employee and family assistance program * Company-paid training * Safety incentives * Years of service incentives
    $65k-85k yearly 51d ago
  • Government & Property Management Banking Officer

    Metropolitan Commercial Bank 4.0company rating

    Relationship manager job in Day, NY

    Come work with us: Metropolitan Commercial Bank (the “Bank”) is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The Banking Officer is responsible for managing, servicing and supporting the expansion of relationships in the government and property management deposit verticals. This role involves providing tailored financial solutions, ensuring compliance with regulatory requirements, and supporting the delivery of banking services designed for government entities, public schools, charter schools and property management clients. The officer will serve as a liaison between bank and Government and Property Management relationship managers to ensure efficient account management, transaction processing and funding support. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Key Responsibilities Develop and maintain trusted relationships with key contacts within government entities, public schools, charter schools and property management clients. Serve as a primary point person for all banking and financial needs of assigned Government and Property Management clients. Identify cross-selling opportunities for banking products and services such as cash management, lending and treasury management Spearhead government banking and property management events Account Management Manage day-to-day operations of government and property management accounts Ensure smooth onboarding of new government and property management clients and timely resolution of issues Monitor account activity to maintain compliance and identify opportunities for optimization Business Development Prospect and acquire new government and property management accounts through networking, bids and public tenders. Prepare proposals, presentations, and reports for government and property management projects and RFPs Contribute to achieving vertical targets for deposits and service utilization Compliance & Risk Management Ensure all operations comply with internal policies, public sector regulations, and AML standards Maintain up to date knowledge of government and property management financial rules, procurement procedures, and relevant legislation Prepare required documentation for audits and internal reviews Service and Delivery Continuously evaluate and improve processes to enhance client experience and operational effectiveness, ensuring all service levels meet or exceed client expectations Required knowledge, skills and experience: College degree or equivalent work experience 5+ years of relevant work experience Strong presentation skills and proven track record of excellent sales production. Excellent verbal, written and interpersonal communication skills. PC Skills including Microsoft Word and Excel Business Acumen Communication Proficiency Customer/Client Focus Results Driven Potential Salary: $115,000- $135,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $115k-135k yearly Auto-Apply 31d ago
  • Sr. Client Partner

    Pinterest 4.6company rating

    Relationship manager job in Day, NY

    Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible. Role Summary As a Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier clients through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, dynamic environment. What you'll do: Strategic Vision and Partnership Building: Develop and execute full-funnel sales strategies that encompass awareness, consideration, conversion, and retention for top-tier clients, driving measurable business results. Cultivate and maintain strong relationships across client and agency stakeholders, including C-suite, Investment, Strategy, and Activation teams, organizing key educational summits, strategy sessions, and QBRs. Build and execute a strategic business plan to drive revenue growth on Pinterest. Get buy-in from key stakeholders (internally and externally) to your strategic approach and drive accountability through influence. Drive y/y growth and spearhead annual deal conversations. Demonstrate executive presence, leadership and influence with clients by understanding the ins and outs of their business that includes but is not limited to macro trends (headwinds, tailwinds), business goals & media KPIs, opportunities, etc to think critically, the status quo and not take client directives at face value. Product Expertise and Market Influence: Serve as a product expert, delivering guidance on digital ecosystem and Pinterest's ad offerings, focusing on both upper and lower funnel formats, and staying at the forefront of industry trends to address partner needs. Develop tailored media strategies leveraging industry insights to achieve business goals, driving adoption and scaling Pinterest's performance media solutions (search, Shopping, feed-based ads). Internal and External Collaboration: Spearhead negotiations and develop joint business plans to foster an understanding of partner goals, maximizing impact while mobilizing cross-functional teams to address complex challenges. Drive business growth by analyzing partner goals, delivering data-driven insights, and crafting compelling narratives to guide successful media strategies. Champion Pinterest's Value: Champion Pinterest's value proposition by showcasing impactful ad metrics and positioning Pinterest as a key player in advertisers' media mix. Proactively identify and communicate opportunities for incremental growth, working closely with clients to expand partnerships. What we are looking for: Ad Tech and Digital Advertising Expertise: Deep understanding of full funnel advertising solutions that includes media and measurement solutions for brand, consideration and conversion. Nice to have specialized knowledge/expertise in search, shopping, display and/or social. Strong Consultative and Negotiation Skills: Proven track record of developing long-term partnerships and effectively negotiating annual partnership agreements, ensuring mutual satisfaction and driving high-value client engagements. Analytical and Problem-Solving Skills: Ability to think critically and analytically by leveraging insights, macro trends and micro performance trends to translate learnings into actionable insights to propel revenue growth. Goal and Result-Oriented Approach: Demonstrated ability to consistently achieve revenue goals while balancing both short and long-term growth objectives to foster continued partnership development. This includes a strategic, results-oriented approach to client and media management, ensuring sustainable success and mutually beneficial outcomes. Excellent Communication and Collaboration Skills: Able to thrive in fast-paced environments, maintaining high standards of operational excellence, strategic thinking, and fostering a collaborative team atmosphere. Bachelor's degree in a relevant field such as digital media or SAAS sales, or equivalent experience. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 1 times per week and therefore needs to be in a commutable distance from our Chicago, IL, New York, NY, San Francisco, CA or Los Angeles, CA office. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. #LI-HYBRID At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only$79,199-$163,056 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
    $79.2k-163.1k yearly Auto-Apply 29d ago
  • Business Banking Relationship Manager

    Pioneer Bank, National Association 4.3company rating

    Relationship manager job in Hudson, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. Manages, cultivates, and grows a portfolio of credit and deposit clients. Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. Acts as branch point of contact and resource for matters regarding commercial clients. Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. Sources, manages, and executes new and ongoing credit applications. Identifies and executes opportunities for new and additional deposits. Targets opportunities to introduce and implement cash management products to support clients' key operations. Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. Three to five years of related experience in commercial banking, sales support, and/or bank operations. Existing network of Capital Region business contacts and clients is preferred. Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. Strong and effective customer service skills with professional and courteous style of communication. Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly Auto-Apply 26d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Colonie, NY?

The average relationship manager in Colonie, NY earns between $71,000 and $152,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Colonie, NY

$103,000

What are the biggest employers of Relationship Managers in Colonie, NY?

The biggest employers of Relationship Managers in Colonie, NY are:
  1. KeyBank
  2. Ballston Bancorp
  3. Capital One
  4. Everbank
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