Relationship manager jobs in Columbus, OH - 382 jobs

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.

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.

The Relationship Manager builds and maintains strong partnerships with real estate agents, brokers, property managers, and referral partners. This role focuses on long -term relationship growth, service advocacy, and brand representation in the local market. Key Responsibilities Build and manage relationships with referral partners and industry professionals Serve as the primary point of contact for partner accounts Conduct in -person and virtual meetings to strengthen partnerships Promote service offerings and communicate value clearly Identify opportunities for account growth and collaboration Track relationship activity and maintain detailed CRM records Represent the organization at industry events and networking opportunities RequirementsQualifications & Requirements 3+ years in relationship management, account management, or sales Strong understanding of real estate, home services, or inspection industries preferred Excellent communication, presentation, and negotiation skills Self -motivated with strong follow -through and accountability Comfortable with CRM tools and reporting Valid driver's license and ability to travel locally

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Client Manager - Security Full Time $50,000 - $65,000 / Year Apply today and secure a career that's committed to you! Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1514185

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life: Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large: 6 - 10 accounts; total book value of $1M - $1.5M. Middle Market: 25 - 75 accounts; total book value of $300K - $1M. Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K. Works closely and builds relationships with client contacts at the HR leadership and CFO levels. Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments. Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions. Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline. Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage. Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation. Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary. Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts. Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing. Responsible for the final execution and delivery of meeting action items. May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs. May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams. Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review. Directs the service team in the development of any online, client-specific enrollment portal. Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base. Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.) Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. What You'll Need: A college degree is an advantage but not a requirement Life, Health & Accident License required At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage Strong tactical skillset General understanding of technical concepts - self-funding, different carriers solutions, etc. Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues Ability to oversee CSA's and provide general tactical oversight Project management skills - ability to work with internal and external partners to deliver results timely. Who You Are: Energetic with a desire to learn new skills Strong organizational skills with ability to transition quickly from one job to another Ability to problem solve, think logically and work independently Ability to demonstrate a positive attitude and lead by example consistently Works well under pressure and meets established deadlines Strong verbal and written communication skills Strong interpersonal skills with a collaborative approach Ability to manage time-sensitive projects Ability to guide others in a professional manner and serve as a mentor to subordinates Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block. Principal Duties and Responsibilities Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business Learn how to develop and execute on customer-specific business plans Profitable Growth of the Inforce Block In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary. Develop understanding of and how to leverage Unum's enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners. Work closely with ICS Implementation Manager Assist in local Benefit fair activities with Field Office team Build and develop enrollment firm relationships for larger customers Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies - Operating Effectiveness Partner with key Home Office areas to deliver full service to customers In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness Learn to develop and present renewals driving persistency and profitability May perform other duties as assigned Job Specifications Bachelors degree or equivalent business experience required Experience in the employee benefits industry preferred Licensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotion Strong growth and sales orientation Develop understanding of the Unum product and service portfolio Proficient in Microsoft Office - Word, PowerPoint, Excel Strong technical aptitude - ability to utilize and leverage technology and systems Strong negotiation, persuasion and presentation skills Proven ability to think strategically and act tactically Strong organization skills/ability to manage multiple demands and priorities Excellent problem solving/problem resolution With each customer, projects confidence and enthusiasm about the company Outgoing, excellent communication skills - both written and verbal Strong business acumen Ability to work/partner with a close team Strong relationship management skills Ability to manage conflicts Results oriented Ability to travel as needed #LI-FF1 -IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions. Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

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

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

Originates commercial loans, promotes commercial banking institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Solicits commercial loans and deposit relationships for the commercial banking institution. Informs prospective commercial loan clients of the institution's underwriting guidelines and applicable government regulations. * Takes loan applications, negotiates terms and closes loans on major projects and substantial loan requests. * Evaluates and negotiates potential customer loan requests and makes loan approval recommendations to management, including analyzing applicant's credit history, repayment capabilities, and collateral specifications. * Communicates complex approvals or denials to the borrower. * Markets the commercial banking institution's ancillary products and services to clients. * Manages the clients banking accounts for the life of the client's relationship. * Actively participates in the institution's community activities and maintains close contact with local business owners, potential high net worth clients and prospects. * Commercial and industrial lending experience a plus. Job Requirements * Bachelor's degree in business, finance or related field. * 10+ years of experience in a commercial banking setting. * Knowledge of commercial lending policies and procedures including state and federal regulations. * Strong sales, organizational and interpersonal communication skills. * Excellent oral and written communication skills in order to effectively communicate with customers about the commercial banking programs and policies. * Strong financial and analytical skills. Equal Opportunity Employer/Veterans/Disabled

The CRE Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, 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. Essential Functions Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of clients 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 Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management 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 in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Qualifications Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years' experience consistently delivering strong sales performance preferred #LI-KG Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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.

Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.

JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 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.

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

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