Relationship manager jobs in Columbus, OH

Dozee Health AI is a pioneer in Contactless Remote Patient Monitoring (RPM) and AI-based Early Warning Systems (EWS). Founded and headquartered in Bengaluru, India, Dozee has emerged as India's no. 1 RPM company. Now, Dozee aspires to be the global market leader in this transformative field, reshaping how healthcare is monitored As we expand into the US market, Dozee is poised to tackle the nation's escalating healthcare challenges with our state-of-the-art RPM technology. With a proven track record, we are on a mission to save a million lives with Health AI. We are seeking driven, visionary individuals to join us on this pivotal journey. As part of our dynamic team, you'll have the opportunity to collaborate with top healthcare institutions across the United States, applying AI-powered RPM solutions to tackle some of the most pressing challenges in healthcare-enhacning staff efficiency, improving patient outcomes, and pioneering the next generation of care models. Responsibilities: Account Management Facilitate product installation and replacement by coordinating with the device installation team. Manage the account handover process from the sales team and drive project implementation. Conduct daily checks for device health and resolve issues Create and implement clinical protocol Training and Education Provide comprehensive on-job training for nursing staff, housekeeping personnel, and administrative teams on product usage. Train staff on new product features and drive adoption. Patient Care and Monitoring Ensure new patients are on boarded through a tele-calling process with physicians. Implement alert management protocols, including acknowledgement, validation, and escalation. Conduct monthly patient data reviews with the nursing director. Visit each monitored patient at least once a fortnight, updating notes on the RCM platform Reporting and Compliance Implement and present monthly Clinical Governance Reports to facility leadership. Attend weekly reviews and planning sessions with the Zonal Account Manager. Ensure compliance with all required processes, including activity logging and medical notes. Collect and report information on competitor activities within allocated accounts. Qualifications: Registered Nurse (RN) or Licensed Vocational Nurse (LVN) certification required. Strong clinical background in skilled nursing or long-term care settings. Excellent communication and interpersonal skills. Proficiency in healthcare technology and electronic health records. Ability to work independently and as part of a team. Preferred Skills: Experience with remote patient monitoring systems. Knowledge of healthcare compliance and data protection standards. Project management skills.

Client Relationship Manager (CRM) and Duties Job Description The CRM serves as the primary client contact for new and existing maintenance and enhancement clients within the Maintenance division. This role involves communicating contract specifications to the Maintenance Production Manager and collaborating with the Maintenance team(s) to ensure services are performed profitably with high client satisfaction. The CRM is responsible for the necessary follow-up and follow-through to consistently deliver exceptional client experience, maintain quality control, and facilitate renewals. Additionally, the CRM recommends and sells enhancements regularly to meet the property's needs and increase client satisfaction. In addition, the CRM is responsible for qualifying and selling new maintenance prospects. Core Responsibilities (Accountability Chart) Renewals New Maintenance/Enhancement Sales Quality Control/QSA's Enhancement opportunities Client Interface/Owns client experience Duties Client Interface/Owns Client Experience Develop strong, positive relationships with RLG clients through clear, proactive, and consistent communication. Become a trusted advisor, focusing on meeting client needs and providing candid feedback on client relationships, including the clients' perceptions of the product and service. Maximize client retention through proactive engagement and exceptional service. Coordinate, conduct, and facilitate client transitions from Install to Maintenance Prepare and present proposals professionally, adhering to company standards Ensure all proposals are prepared and approved prior to client presentations Respond promptly to all client inquiries and requests for proposals. Responses are provided the same day if received before 5:00 PM; otherwise, before 10:00 AM the following business day (5/10 rule) Maintain records and tracking of all proposals in progress with timely follow-ups to maximize sales opportunities Aggressively pursue all open proposals Maintain the Aspire database of current, prospective, and past clients to support marketing and sales efforts Expectations - Onsite expectations for client properties Properly document each visit in Aspire, including: Arrival time Site Audit results Properly document issues and assign them to the correct individual/department Warranty issues identified with remedy Quality issues identified Log enhancement opportunities in an Aspire Opportunity with appropriate follow-up tasks created Renewals In Aspire, prepare pricing, generate proposals, and deliver renewal proposals to all current Maintenance clients. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Renewal rate goal = 95% Provide renewal proposal and obtain client's signature according to the following: Sent to clients Snow = August Maintenance = September Signed by clients Snow = October Maintenance = November Enhancement Sales An Enhancement project is an additional landscape project for a new or existing client that the Maintenance Enhancement Team can perform without the Installation Team's involvement. In Aspire, prepare pricing, generate an enhancement proposal, and deliver it to the client. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Revenue Goal = 50% of contract maintenance goal All proposal follow-ups must be logged in Aspire on the Opportunity record Quality Control/QSA's Ensure all contracted services meet or exceed RLG standards and client expectations. Proactively inspect properties and identify problems in the landscape before clients do. Communicate to appropriate parties any problem areas and work to find an immediate resolution. Define a solution that addresses the client's needs and is within budgetary parameters. Make recommendations regarding qualifying or disqualifying warranty work. Coordinate the completion of warranty work per contract or instructions from the Maintenance Production Manager. Expectations Visit client properties based on groupings Complete the appropriate quality site audit Success Behaviors Client-centered and focused Energetic self-starter demonstrating initiative Excellent communication and interpersonal skills Strong organizational and time management skills Consultative sales approach focused on solving issues for clients A keen eye for detail Results and action-oriented Effective problem-solving skills Ability to handle adversity Performs and demands excellent quality in their work and from others Technically competent and skilled We are an equal opportunity employer and prohibit discrimination/harassment 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.

The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock Ownership Plan, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Identify new lending opportunities through a network of referral sources and Centers of Influence with regular calling efforts. The ESOP Relationship Manager is also responsible for being the subject matter expert by representing the bank at industry events and conferences to enhance the Northwest Banks reputation as a leading ESOP lender. Essential Functions Actively prospect and successfully bring new ESOP relationships to Northwest Participate in community and professional networking events across the nation Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms Build the Northwest ESOP brand in the market through public speaking and publications Work closely with commercial and middle market bankers to identify ESOP opportunities within the client base Develop and expand existing ESOP banking relationships through active relationship reviews Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis As required, collect on delinquent accounts Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management & the Loan Closers Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment or remote if out of bank footprint Travel as needed for client meetings, attend networking events, and foster relationships with referral sources Meet or exceed budgeted goals Education and Experience preferred Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing 6 - 8 years of account relationship management experience 6 - 8 years of experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I cashflow lending, loan servicing, credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing Knowledge and understanding of risk management Excellent verbal, written, and interpersonal communication skills Ability to multitask and effectively prioritize responsibilities #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents. Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us. Role Overview: As a Relationship Manager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth.What You'll Do: Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships. Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services. Leverage consultative sales techniques to position relevant solutions that meet client needs. Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services. Develop account plans and retention strategies to minimize churn and maximize client lifetime value. Conduct Strategic Business Reviews with key stakeholders. Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team. Manage customer input and feedback for all escalations with detailed direction and timelines. As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities. Skills and Qualifications: Bachelor's degree or equivalent experience is required. 5-7 years of Account Management or sales experience preferred. Demonstrated problem solving skills for negotiation and collaboration. Proven ability to increase revenue through cross-selling. Positive attitude with a willingness to quickly learn and adapt to new systems. Proven success in delivering on customer SLAs, building high performing teams, and creating client relationships. What We Offer: As a Relationship Manager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of Relationship Management.

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

Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents. Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us. Role Overview: As a Relationship Manager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth. What You'll Do: * Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships. * Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services. * Leverage consultative sales techniques to position relevant solutions that meet client needs. * Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services. * Develop account plans and retention strategies to minimize churn and maximize client lifetime value. * Conduct Strategic Business Reviews with key stakeholders. * Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team. * Manage customer input and feedback for all escalations with detailed direction and timelines. * As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities. Skills and Qualifications: * Bachelor's degree or equivalent experience is required. * 5-7 years of Account Management or sales experience preferred. * Demonstrated problem solving skills for negotiation and collaboration. * Proven ability to increase revenue through cross-selling. * Positive attitude with a willingness to quickly learn and adapt to new systems. * Proven success in delivering on customer SLAs, building high performing teams, and creating client relationships. What We Offer: As a Relationship Manager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of Relationship Management. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Peak Title Agency has an immediate opening for a Full Time Relationship Manager in our Columbus, Ohio office. This is a sales position expected to generate new business and assist with closings/service clients. Successful candidates will demonstrate a willingness and ability to establish a professional working rapport with employees and client representatives, as well as the ability to develop new relationships with real estate developers, builders, lawyers, agents, and lenders in the Central Ohio region. Sales and title insurance experience is required. Candidates must be able to successfully obtain and maintain a title insurance marketing license from the state of Ohio within 90 days of hire. Pay includes a base salary plus commission. Peak Title offers a generous benefits package, which includes competitive compensation, paid holidays, paid vacation and personal time, medical/dental/vision insurance, company-paid life/AD&D/short-term disability/long-term disability insurance, 401(k) retirement plan with company match, community volunteer opportunities, and more! Apply today and see why Peak Title is a great place to work! Equal Opportunity Employer

The Senior Client Partner - Utilities NA is a strategic leader responsible for managing key client relationships across the North American utilities landscape. This role focuses on driving business growth, ensuring delivery excellence, and aligning enterprise capabilities with client transformation goals in areas such as grid modernization, digital customer experience, and regulatory compliance. Key Responsibilities: Client Engagement & Relationship Management * Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and programme heads. * Lead strategic account planning and executive-level governance. * Foster long-term partnerships by aligning delivery outcomes with client business priorities. Business Development & Growth * Identify and pursue growth opportunities within existing accounts. * Drive consultative selling across digital, cloud, and infrastructure services. * Collaborate with sales, delivery, and domain teams to shape go-to-market strategies. Delivery Oversight * Ensure successful delivery of services across application, infrastructure, and transformation programs. * Monitor KPIs, SLAs, and client satisfaction metrics. * Lead risk management and escalation resolution. Strategic Leadership * Develop and execute account plans aligned with North American utility trends and regulatory frameworks. * Influence internal stakeholders to mobilize resources and prioritize client needs. * Mentor client-facing teams and contribute to talent development. Qualifications * Bachelor's degree in engineering, Business, or related field (MBA preferred). * 20+ years of experience in client-facing roles, including 7+ years in senior consulting or account leadership. * Proven track record managing multi-million-dollar utility accounts in North America. * Deep understanding of utility operations, regulatory environments (e.g., FERC, NERC), and digital transformation. * Strong communication, negotiation, and stakeholder management skills. Others Skills * Deep understanding of Customer Information System (CIS), Work and Asset Management, AMI, DERMS, OMS, and utility analytics platforms. * Familiarity with cloud migration, cybersecurity, and ESG initiatives. * Understanding the impact and implementation of GenAI in Utilities * Ability to navigate complex matrix organizations and influence cross-functional teams. Salary Range: $147,000-$203,000 a year #LI-MM6

Responsible for facilitating the outside sales of business deposit accounts and all Treasury products and services. Build relationships with external clients as well as internal partners to enable strong referrals and solutions for client needs. ESSENTIAL DUTIES and RESPONSIBILITIES: Direct the outside sale of business deposit accounts and Treasury Mgt. products and services Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients Manage client portfolio to maintain and grow relationships Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client's needs and wants Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc. Maintain a profile in the community through membership in a service organization and participation in Chamber events Support Treasury Management area and Commercial Lending in other duties as requested Complete other duties as assigned EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience Strong sales ability Excellent interpersonal/people skills Thorough knowledge of treasury/cash management products and services Solid presentation skills Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Proven ability to provide high quality customer service Good analytical and problem solving skills Frequent travel will be required using reliable personal transportation OTHER SKILLS and ABILITIES: Must have excellent judgment/decision making skills, time management and organizational skills Must be able to work without supervision Must be able to operate all general office equipment E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients' experience. You will also contribute to your team's new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high net worth individuals, endowments & foundations, businesses, and qualified plans. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships. As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Wealth Management Service Manager. This role will be based in Ohio, in either Cleveland or Columbus. Responsibilities CLIENT RELATIONSHIP MANAGEMENT * Oversee our clients' experience, serving as their primary contact for all inbound touch points * Develop an understanding of all service offerings, investment products, current market and broad industry trends * Participate in telephone, video, and face-to-face meetings with clients with Financial Consultants * Provide essential review of complex correspondence and oversee response to client service requests and customized reports * Ensure client data and fulfillment requests are addressed * Initiate new account documents, facilitate client on-boarding, investment objective changes, and other client directives. Ensure all necessary criteria are gathered for the completion of the activity at every stage and across functional areas * Coordinate the preparation of material for all client meetings * Resolve client concerns * Escalate issues to management TEAM SALES COLLABORATION * Work with Marketing and your team to create outreach and targeted campaigns to clients and prospects. This may include assisting with drafting marketing/prospecting letters and correspondence and participating in the internal review process * Organize, prepare, and participate in strategic prospecting activities to feed pipeline and warm leads with your Financial Consultant team * Help schedule the Team's client and prospective client meetings * Become a sales and service technology expert, utilizing our suite of sales, service, digital marketing, and financial planning tools * Coordinate RFP review and responses with the Portfolio Strategies Group for your team * Build financial planning and business development skills through engagement with team Advisors, formal training, and independent study * Seek opportunities to be more active and visible in the community Qualifications & Requirements * Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred * 2+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm * Prior direct client relationship or sales experience preferred * Series 7 & 66 required, or targeted within first year of employment * Desire to pursue CFP or equivalent designation * Flexibility to travel and work outside of normal business hours to accommodate client schedules * Experience with Envestnet, Salesforce, & Charles Schwab preferred Key Attributes * A passion for serving clients and providing an exceptional experience with a fiduciary duty of care * Excellent written and verbal communication skills, with the ability to succinctly summarize complex information. * Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail. * A strong commitment to achieving goals, acting with a sense of urgency, and follow-through. * Take initiative to address challenges and solve problems proactively. Perks * Health, dental & vision insurance * Employer HSA contribution * Opt out credit * 401k employer match * Paid volunteer days * Gym reimbursement Compensation: $60,000-$70,000 base salary

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities Lead, plan and manage branch financial performance Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training. Inspire each member of the branch team to achieve performance excellence and create lasting member relationships. Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired Recruit, retain and hire talent based on business needs Conduct quarterly and annual performance evaluations for all direct reports Build lasting member relationships internally and externally to contribute to achieving branch results Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events. Communicates openly with team and possesses the ability to make tough decisions. Manage and lead staff to conduct branch operations in accordance with our policy and procedures Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members Manage and correct member complaints and handle all escalated items. Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable Open deposit and lending accounts and complete maintenance for existing and new members when applicable Other job duties and functions as assigned by leadership Responsible for all branch operations and audits. Ensure proper timekeeping for all branch staff. Manage & Lead Staff to conduct Branch Operations. Ensuring branch has all the necessary marketing and supplies to operate. Ensures proper branch cash levels are maintained by managing cash delivery/shipment. All scheduling done efficiently and effectively to accommodate member needs Responsible for branch performance in all metrics, including, but not limited to: Sales performance Member service Operational efficiencies Manage employee development and training effectively Ensure on-the-floor marketing materials are current. Ensure all necessary reporting is updated. Inform and update staff regarding new marketing promotions. Attend training/meetings as required by management. Lead meeting, as necessary, with branch employees. Complete all necessary reporting as required by management Mentor, coach, and motivate other team members (new and existing). Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups. Builds and maintains a dynamic culture. Completes performance reviews bi-annually, as directed by Telhio Leadership. Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 3-5 years leadership experience (Required) 6-8 years of Retail Banking experience (Required) 1-3 years of Business Banking experience (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Client Relationship Manager (CRM) and DutiesJob Description The CRM serves as the primary client contact for new and existing maintenance and enhancement clients within the Maintenance division. This role involves communicating contract specifications to the Maintenance Production Manager and collaborating with the Maintenance team(s) to ensure services are performed profitably with high client satisfaction. The CRM is responsible for the necessary follow-up and follow-through to consistently deliver exceptional client experience, maintain quality control, and facilitate renewals. Additionally, the CRM recommends and sells enhancements regularly to meet the property's needs and increase client satisfaction. In addition, the CRM is responsible for qualifying and selling new maintenance prospects. Core Responsibilities (Accountability Chart) Renewals New Maintenance/Enhancement Sales Quality Control/QSA's Enhancement opportunities Client Interface/Owns client experience DutiesClient Interface/Owns Client Experience Develop strong, positive relationships with RLG clients through clear, proactive, and consistent communication. Become a trusted advisor, focusing on meeting client needs and providing candid feedback on client relationships, including the clients' perceptions of the product and service. Maximize client retention through proactive engagement and exceptional service. Coordinate, conduct, and facilitate client transitions from Install to Maintenance Prepare and present proposals professionally, adhering to company standards Ensure all proposals are prepared and approved prior to client presentations Respond promptly to all client inquiries and requests for proposals. Responses are provided the same day if received before 5:00 PM; otherwise, before 10:00 AM the following business day (5/10 rule) Maintain records and tracking of all proposals in progress with timely follow-ups to maximize sales opportunities Aggressively pursue all open proposals Maintain the Aspire database of current, prospective, and past clients to support marketing and sales efforts Expectations - Onsite expectations for client properties Properly document each visit in Aspire, including: Arrival time Site Audit results Properly document issues and assign them to the correct individual/department Warranty issues identified with remedy Quality issues identified Log enhancement opportunities in an Aspire Opportunity with appropriate follow-up tasks created Renewals In Aspire, prepare pricing, generate proposals, and deliver renewal proposals to all current Maintenance clients. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Renewal rate goal = 95% Provide renewal proposal and obtain client's signature according to the following: Sent to clients Snow = August Maintenance = September Signed by clients Snow = October Maintenance = November Enhancement Sales An Enhancement project is an additional landscape project for a new or existing client that the Maintenance Enhancement Team can perform without the Installation Team's involvement. In Aspire, prepare pricing, generate an enhancement proposal, and deliver it to the client. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Revenue Goal = 50% of contract maintenance goal All proposal follow-ups must be logged in Aspire on the Opportunity record Quality Control/QSA's Ensure all contracted services meet or exceed RLG standards and client expectations. Proactively inspect properties and identify problems in the landscape before clients do. Communicate to appropriate parties any problem areas and work to find an immediate resolution. Define a solution that addresses the client's needs and is within budgetary parameters. Make recommendations regarding qualifying or disqualifying warranty work. Coordinate the completion of warranty work per contract or instructions from the Maintenance Production Manager. Expectations Visit client properties based on groupings Complete the appropriate quality site audit Success Behaviors Client-centered and focused Energetic self-starter demonstrating initiative Excellent communication and interpersonal skills Strong organizational and time management skills Consultative sales approach focused on solving issues for clients A keen eye for detail Results and action-oriented Effective problem-solving skills Ability to handle adversity Performs and demands excellent quality in their work and from others Technically competent and skilled Must Have Highly organized Strong desire to serve Ability to build relationships that create trust Outgoing Nurturing Observant Active listener Inquisitive - ask good questions Self-starter/managed Good communicator - verbal/written Follows processes & procedures Advocate for the client Nice to Have Horticulture knowledge In field experience (maintenance PHC) Account management experience Can't Have Negative attitude Sales first mindset Me first attitude We are an equal opportunity employer and prohibit discrimination/harassment 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.

Job DescriptionWho We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents. Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us. Role Overview: As a Relationship Manager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth.What You'll Do: Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships. Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services. Leverage consultative sales techniques to position relevant solutions that meet client needs. Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services. Develop account plans and retention strategies to minimize churn and maximize client lifetime value. Conduct Strategic Business Reviews with key stakeholders. Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team. Manage customer input and feedback for all escalations with detailed direction and timelines. As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities. Skills and Qualifications: Bachelor's degree or equivalent experience is required. 5-7 years of Account Management or sales experience preferred. Demonstrated problem solving skills for negotiation and collaboration. Proven ability to increase revenue through cross-selling. Positive attitude with a willingness to quickly learn and adapt to new systems. Proven success in delivering on customer SLAs, building high performing teams, and creating client relationships. What We Offer: As a Relationship Manager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of Relationship Management. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00; Cleveland,OH $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

The responsibilities for the BRM will include P&L growth, Customer Satisfaction, and Employee Satisfaction of the portfolio. All of the delivery and operations teams for the portfolio will belong to the BRM. * Define the long-term approach/ plan for the portfolio and execute the plan with quarterly and monthly KPIs. * Stakeholder Management - building and managing client relationships at the VP, and SVP level. * Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction * Work closely with customer-side decision makers for upselling and cross selling all service lines such as Data and Analytics, AI, Application Development and Maintenance Services, Digital, BPO, Enterprise Solutions (Pega, Salesforce, Oracle), Infrastructure & cloud. * Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis. * Define and execute the portfolio specific plan for building new relationships and elevating the TCS brand. * Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs) * Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments. * Identifying and mentoring team members into future leaders within the account and beyond. * Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders. * Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments. Qualifications: * Experience with rapid growth in accounts and experience in global delivery model. * Prior experience of managing a P&L in a leadership role is a must. * Experience of Sales role in Healthcare or distribution/Retail Industry * Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer. * Ability to work with different teams in various service lines and functions, across various time zones * Willingness to travel per business needs Salary Range: 117,600 - 162,400 a year #LI-MM6

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint