Relationship manager jobs in Frederick, MD

We're seeking an office-based International Move Manager to join a top-tier relocation company in Dulles, VA. This role is crucial in managing overseas moves for private and corporate clients, ensuring seamless door-to-door service worldwide. Ideal for relocation professionals experienced in coordinating international household goods shipments. Key Responsibilities: Coordinate international moves for private individuals and corporate assignees. Act as the central point of contact for clients from pre-move planning through final delivery. Prepare and manage international shipping documentation including customs, import/export forms, and insurance. Liaise with global partners, freight forwarders, and destination agents. Arrange packing, shipping, air/ocean freight, storage, and delivery services. Monitor shipment status and proactively update clients on progress. Ensure all services comply with international regulations and client requirements. Manage move budgets and provide detailed cost estimates. Resolve client queries, delays, or claims professionally and promptly. Maintain detailed records in move management and CRM systems. Collaborate with internal teams to ensure high-quality service delivery. Conduct post-move client feedback follow-ups and implement improvements. Key Skills & Experience: Proven experience coordinating international household goods relocations. Knowledge of customs procedures, global shipping, and compliance. Strong communication and relationship management skills. Ability to handle complex logistics across time zones and regions. Proficiency in move management and CRM systems. Highly organised with strong problem-solving capabilities.

Landscape Residential Sales & Design Professional Title: Landscape Design Sales Associate Position Type: Full-Time, Monday to Friday Pay Range: $ 60,000 - $100,00 (Base + Commission) Job Summary: We're looking for a talented and driven Landscape Sales and Design professional to join our team, with a focus on residential projects throughout the Greater Baltimore area. We're seeking a motivated and personable Landscape Sales Professional to join our team, specializing in residential landscaping projects in the Greater Baltimore area. In this role, you'll be the first point of contact for clients, guiding them through the sales process and helping them envision the potential of their outdoor spaces. You'll conduct on-site consultations, learn about each client's goals and preferences, and clearly communicate the value of our landscape design and installation services. While you won't be responsible for creating the actual designs, you'll collaborate closely with our in-house designer to ensure each project aligns with the client's vision, budget, and expectations. The ideal candidate has strong sales instincts, excellent communication skills, and a customer-focused mindset. If you're organized, tech-savvy, and passionate about helping people enhance their outdoor living spaces, we'd love to hear from you. About Live Green Landscape Associates: Based in Reisterstown, MD, Live Green Landscape Associates, LLC has been transforming outdoor spaces since 2008. We specialize in high-end residential landscaping throughout the Greater Baltimore area, offering creative, sustainable design-build solutions tailored to each client's unique vision. Our mission is simple: to deliver exceptional service and craftsmanship that enhances both the beauty and function of every property we touch. Key Responsibilities: Sales Process - Manage incoming leads, conduct on-site consultations, and confidently present the value of our high-end landscape design and installation services. Build strong client relationships through trust, transparency, and professionalism. Design Coordination - Collaborate closely with clients to understand their goals, style, and budget. Work hand-in-hand with our in-house design team to ensure client vision is clearly communicated and incorporated into the final plans. Proposal Development - Prepare and present detailed proposals outlining project scope, materials, and pricing. Ensure clarity and accuracy to help clients make informed decisions and set clear expectations for execution. Client Experience - Deliver a boutique, personalized experience from first contact through project handoff. Maintain proactive communication, manage expectations, and ensure clients feel informed, supported, and excited every step of the way. Knowledge, Skills, and Abilities: Proven sales expertise with the ability to convert prospects into clients and proposals into closed projects Excellent verbal and written communication skills to clearly articulate ideas, present proposals, and deliver top-tier client service Comfortable using industry-specific programs and software relevant to landscape design, proposal development, and project management Ability to manage multiple client accounts and proposals simultaneously, with strong organizational and time management skills Preferred Education/Certification/Experience: Bachelor's degree or college courses Coursework or certifications in Sales, Marketing, or Business Administration At least 3 years of experience in Sales, preferably within construction or home improvement industry Strong knowledge of regional horticulture and best practices Valid Driver's License with a clean driving record Benefits: At Live Green Landscape Associates, we offer competitive compensation with a base salary plus commission, along with a comprehensive benefits package designed to support your well-being and career growth, including: Paid Time Off Paid Holidays Medical Insurance Company-provided Phone, Tablet, and Computer Company Vehicle 401(k) Plan with Company Match Sponsored Professional Development and Continuing Education Company Events and Unexpected Perks Physical Demands: Ability to walk, stand, bend, reach, and twist throughout the day. Occasionally required to sit for extended periods, such as while working at a computer or driving. Ability to lift and/or move items up to 25 pounds on occasion. Ability to observe and focus on objects within a few feet of distance. Strong communication skills to interact clearly and effectively with both the team and clients. Willingness and ability to work overtime during peak seasons. Smoke-free environment for office, vehicles, and facilities. Substance-free workplace to maintain a safe and professional atmosphere. Compensation package: Base + Commission Pay Interested candidates may contact Flavia and email their resume to ******************************. Job Type: Full-time Pay: $60,000.00 - $100,000.00 per year Benefits: 401(k) 401(k) matching Health insurance Paid time off Schedule: Monday to Friday Ability to Commute: Reisterstown, MD 21136 (Required) Ability to Relocate: Reisterstown, MD 21136: Relocate before starting work (Required) Work Location: In person

Are you looking for a new opportunity that offers career development/training, the ability to work in a collaborative team environment, and a great work/life balance? Horizon Farm Credit is recruiting for a Relationship Manager focusing on supporting beginning farmers to join our lending team in the Blue Ridge region. Qualified candidate may work in Westminster, MD, Frederick, MD, or Chambersburg, PA, branch. This position is eligible for hybrid work schedule after 6 months of successful employment. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. In this position, you will deliver customized financing, extraordinary customer experiences, and impactful education. You will also serve as a Grow Ahead leader to the internal regional team and externally to outside industry partners. In this role, you will focus on cultivating new and servicing existing business relationships with farmers who are starting, growing, or transitioning to a farm. This position is internally referred to as a YBS Relationship Manager. Areas of Responsibility Include: Build and maintain strong customer relationships by providing personalized service and one on-one educational support to beginning customers. Coach customers to better understand the business and financial aspects of their farm operations, setting them up for future success. Provide increasing levels of one-on-one attention to enhance the skillset of beginning borrowers, enabling them to transition smoothly into the traditional ARM portfolio. Guide customers through the approximately three-year program and create a smooth customer transition to a traditional Agricultural Relationship Manager (ARM) after program completion. Manage the rotating YBS program to help HFC expand its reach and prepare farmers for the future of agriculture. Identify new business opportunities from existing and new prospective farmers and guide them through the loan process. Demonstrate expertise in educating farmers and others in the agricultural community on business and financial management topics. May present at industry conferences/meetings, customer-facing webinars, Ag Biz Masters classes, and more. Take prospect calls and/or email inquiries from startup farmers looking for additional information on HFC products and services. Education Bachelor's degree or equivalent experience in Business Administration, Agriculture, Economics, Finance, Education or related field. Experience Generally, one to five years of relevant experience in sales, the agricultural industry, financial services, financial literacy, or as an educator in finance or a related field. Preferred Skills Proficient interpersonal relations and communication skills. Able to manage challenging customer situations. Strong knowledge of agricultural lending and related financial products and services and selling skills. Capable of managing customer relationships within the assigned portfolio under general supervision. Handles duties within the required time expectations, delivering excellent internal and external customer service. Excellent written and verbal communication skills with the ability to employ diplomacy and tact with customers and prospects while articulating the benefits of Farm Credit. Ability to spend a significant amount of time meeting with customers, prospects, and referral generators. Knowledge of agriculture preferred. Adaptable and flexible to a changing work environment. Ability to travel to/from other branch offices, customer meetings, etc., as required. Regular, predictable, and reliable attendance is required. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $60,700 - $75,000, depending on previous experience. Equal Opportunity Employer including veterans and individuals with disabilities.

John Marshall Bank is looking for a Relationship Manager to join the Commercial Lending team in Rockville to maintain and grow existing customer relationships while actively prospecting and developing new Business and Consumer Deposit relationships. In this role you will: Work closely with Commercial Lenders and Local Branch Office to assure that they have maximized depository/treasury management opportunities with their clients and prospects. Assist in the sales efforts of others, and effectively identify, explain and obtain acceptance of concepts which may involve controversial issues or represent significant change. Participate regularly in outside community organizations and events to increase the Bank's local presence and build a significant book of business; Be actively involved with local chamber, civic groups and/or networking groups to include serving on local boards and interact with local community leaders. Engage in, promote and execute effective business development outreach practices that result in new deposit and loan business for the Bank, maintaining a pipeline of prospects, calls and activities. Maintain regular communication with customers as appropriate in the management of customer relationships. You will be actively engaged in on-going communication with customers, various JMB personnel and appropriate third parties involved in the customer's business affairs. Prepare Sales Proposals to present to Lending and Branch Teams Analyze customer financials and statements and provide appropriate product/service recommendations to further expand the deposit relationships. Work with existing clients on an on-going basis to ensure that the Bank is providing them with exceptional customer service and seek opportunities to cross-sell additional financial services when appropriate. Interact with customers independently to address non-routine service matters or other risk related issues. Work with various other teams and departments to set up clients' new accounts and treasury management services Requirements Required: Bachelor's degree in business, finance, or accounting or equivalent work experience and/or training At least 5 years of experience in bank sales and relationship management Familiarity with the commercial lending process Ability to handle confidential information with tact and discretion Preferred: Strong interpersonal skills, including ability to work across a variety of departments Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution Excellent problem-solving skills and attention to detail Ability to be a self-starter and work independently to achieve sales goals Ability to multi-task John Marshall Bank is an Equal Opportunity Employer. The projected wage range for this role is $83,889.47 - $125,834.20, commensurate with skillset. At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: Medical Dental 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) Vision Employee Assistance Program Flexible Spending Transit Reimbursement Paid Time Off Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and safer and life better for people. Our 13,000+ people are united in a shared purpose to pursue the limitless potential of technology and ingenuity for clients across defense, national security, public safety, civilian, and military health organizations. Join Accenture Federal Services, a technology company and part of global Accenture, to do work that matters in a collaborative and caring community, where you feel like you belong and are empowered to grow, learn and thrive through hands-on experience, certifications, industry training and more. Join us to drive positive, lasting change that moves missions and the government forward! We're hiring a Client Relationship Marketing (CRM) Associate Manager to enhance our federal reputation, nurture relationships, and accelerate revenue with key accounts. The CRM Associate Manager leads with data and insights to provide clients with relevant content and experiences at the right time and place and deliver the greatest impact. This role is designed to lead marketing strategies for high-growth client accounts that bring together the best of Accenture Federal Services, Accenture, and ecosystem and industry partners into a high-touch, personalized campaign aligned to key relationships and opportunities. **Key Responsibilities** + Design, lead, and execute an integrated account-specific marketing strategy and plan for up to two federal agency clients. + Curate content, experiences, and industry efforts that cultivate relationships and reputation and demonstrate expertise and impact. + Develop robust engagement plans for key decisionmakers and influencers informed by research and tools. + Measure impact and use data and analytics for continuous improvement. **Here's what you need:** + Minimum 6 years of marketing experience in professional services or other B2B or B2G organization. + Bachelor's degree. **Bonus points if you have:** + Federal industry marketing experience across range of activities and channels such as account-based marketing, pursuit marketing, event marketing, social & digital experience. + Campaign or project management skills and the ability to manage multiple projects in a deadline-driven environment. + Strong written and oral communication skills, with the ability to present and convey ideas clearly at all levels. + Strong stakeholder management skills and the ability to operate and build relationships at senior levels within a large, matrixed organization. + Team player with strong interpersonal skills. + Experience with Salesforce or similar client relationship management platform. As required by local law, Accenture Federal Services provides reasonable ranges of compensation for hired roles based on labor costs in the states of **California, Colorado, Hawaii, Illinois, Maryland,** **Massachusetts,** **Minnesota, New Jersey, New York, Washington, Vermont, the District of Columbia, and the city of Cleveland** . The base pay range for this position in these locations is shown below. Compensation for roles at Accenture Federal Services varies depending on a wide array of factors, including but not limited to office location, role, skill set, and level of experience. Accenture Federal Services offers a wide variety of benefits. You can find more information on benefits here. (********************************************************************* We accept applications on an on-going basis and there is no fixed deadline to apply. The pay range for the states of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Washington, Vermont, the District of Columbia, and the city of Cleveland is: $75,600-$144,500 USD **_What We Believe_** _As a company wholly dedicated to serving the US federal government, we bring together the best talent to help reinvent how federal agencies operate and deliver greater value for their mission and the American people. We have an unwavering commitment to creating a culture in which all our people are respected, feel a sense of belonging, and have equal opportunity. As a business imperative, every person at Accenture Federal Services has the responsibility to create and sustain a culture where everyone feels welcomed and included. This is grounded in our core values and our experience that hiring and developing great people who reflect different perspectives, experiences, and backgrounds is key to driving innovation and delivering the results that our clients and the country count on._ **_Equal Employment Opportunity Statement_** _We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Federal Services Equal Opportunity Policy Statement. (**************************************************************************** _Accenture Federal Services is an Equal Employment Opportunity employer. Additionally, as an Affirmative Action Employer for Veterans and Individuals with Disabilities, Accenture Federal Services is committed to providing veteran employment opportunities to our service men and women._ **_Requesting An Accommodation_** _Accenture Federal Services is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture Federal Services and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired._ _If you_ **_ _** _are being considered for employment opportunities with Accenture Federal Services and need an accommodation for a disability or religious observance during the interview process or for the job you are interviewing for, please speak with your recruiter._ **_Other Employment Statements_** _Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States._ _Candidates who are currently employed by a client of Accenture Federal Services or an affiliated Accenture business may not be eligible for consideration._ _Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process._ _The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees 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 the employer, or (c) consistent with the Company's legal duty to furnish information._ _California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here (********************************************************************************* for additional important information._

Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve. **Overview** Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The Healthcare Payer CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager** (Associate Director) who will be responsible for a growing payer client in the Northeastern United States. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Owings Mills, Maryland to be at the client location 4 to 5 days per week. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. · Manage accountability against Measurable Revenue/Profit Growth within set timelines. · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. · The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation:** The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Responsible for overall Soft Services Operations functions for specific sites. Responsible for new contract start up, daily monitoring project management support. Monitor monthly reports to ensure performance compliance. Responsible for the development and management of budgets and job costs at each location. Maintains existing customer accounts, acknowledges and handles taking care of their needs, and assures their satisfaction. Maintains or extend existing customer accounts contracts and attracts and develops new accounts. **Primary Job Functions** + Provide oversight and supervision to project managers + Conduct jobsite visits and inspections; implement corrective actions, if necessary. + Monitor overall jobsite and contract performance. + Review all disciplinary actions for employees at the jobsite level + Negotiate collective bargaining agreements with unions + Provide contract support and interpretation to project managers + Negotiate contract modifications with government personnel + Review jobsite monthly reports; evaluate performance and compliance + Communicate with project managers and government representatives via e-mail and phone on a daily basis + Provide staffing estimates in support of the marketing department for potential new contracts + Assist with development of new proposals + Approve all capital expenses at jobsite level + Other duties as assigned. **Education, Experience and Certification** **Required/Preferred** **Education Level** **Description** Required Bachelors Degree Related degree **Required/Preferred** **Years of Experience** **Description** Required 3 years Experience with Operations leadership. Client engagement. Contingency planning, financial reporting and resourcing. **Required/Preferred** **License/Certification** **Description** Preferred Certification Microsoft Certifications **Knowledge, Skills, and Abilities** + Advanced communication skills written and verbally. + Ability to handle client solutions. + Advanced ability to handle high pressure environment. **Financial Responsibility** **Description** Yes 20 million in revenue annually **People Management** Does this role have to manage other people? Complete time sheets, determine goals, etc: **_Yes_** **Travel Requirements** What percentage of their role do they have to leave their base location? Base location is a specific office or home location. Up to 25%. **Disclaimer** **We maintain a drug-free workplace and perform pre-employment substance abuse testing.** J&J Worldwide Services CBRE Government and Defense Business is thrilled at the opportunity for you to apply to one of our roles. The base salary range for this position is $ $108,750 $145,000. This position may also be eligible for a wide range of competitive benefits that can include but not limited to: medical, well-being, financial planning and short-term incentives benefits. Due to compliance requirements imposed by a federal contract, this position may be filled by U.S. Persons only. U.S. Persons includes U.S. citizens, U.S. nationals, lawful permanent residents, individuals granted refugee status in the U.S., and individuals granted asylum in the U.S. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees 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 the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Leads a team of Client Service Partners focused on client retention and relationship management. Develops and executes strategic plans to drive renewals, growth, and profitability within assigned region. Oversees client engagement efforts, ensuring alignment with business needs and service standards. Manages performance, fosters collaboration, and promotes a client-first culture. Responsible for hiring, coaching, and mentoring sales and service staff, while maintaining strong internal and external partnerships to support long-term business success. What you will do: * In assigned region, manages and directs a team of client service partners and sales service professionals in multiple districts to achieve business retention, renewal, and profit goals. * Manages retention associated with defined region and market channel. * Creates and executes growth and retention strategy for region, ensuring a sales and service process rigor. * Develops relationships with key stakeholders and prospective and current clients, gains insights into the business and their needs. * Drives collaboration within team, ensuring they work together to achieve success. * Drives a clients first mentality within the organization. * Hires, coaches, develops and mentors a strong team, including spending time in the field with sales and service reps. * Participates in special projects and performs other duties as assigned. You need to have: * Proven experience with full customer lifecycle - strategic selling knowledge, sales methodology, process. * Ability to write a business plan. * Business mindset * Clients-First mindset. * Strong communication skills. * Strategic thinking ability. * Ability to take accountability for driving a successful team. * Ability to drive Bloomberg Industry Group values. * Proven ability to inspire and motivate a team of sales professionals. * Excellent collaboration and interpersonal skills. * Ability to nurture and develop sales talent. * Ability to use INDG's productivity and technology tools. * Ability to travel out of town on a frequent basis. Education and Experience: Client Retention Manager, Level I * Bachelor's degree with coursework in business, marketing, sales, related field, or equivalent experience. * Minimum 3+ years of successful accounts management experience, preferably in the legal information/government affairs industry, electronic information industry, or with Bloomberg Industry Group. * Minimum 1+ Years of Sales Management experience. Experience in the legal/tax information industry, electronic information industry, or with Bloomberg Industry Group. Client Retention Manager, Level II * Bachelor's degree with coursework in business, marketing, sales, related field, or equivalent experience. * Minimum 5 years of successful accounts management experience, preferably in the legal information/government affairs industry, electronic information industry, or with Bloomberg Industry Group. * Minimum 3 Years of Sales Management experience. Experience in the legal/tax information industry, electronic information industry, or with Bloomberg Industry Group. Equal Opportunity Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group's policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law ("Protected Characteristic"). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics ("Discrimination").

Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert. What You Will Do: * Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations * Developing, building, and managing client relationships as part of the proposal process * Participating in networking activities to further expand business opportunities and client relationships * As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges * Assisting with managing, developing, and coaching professional tax staff * Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating responsibilities to others and monitoring efforts of engagement teams * Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology * Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing Minimum Qualifications: * 5 years or more of related experience in public accounting, law firm, or trust department * Bachelor or graduate degree in accounting, finance, or a related field * CPA license or J.D. degree and bar admission * Experience managing multiple client engagements Preferred Qualifications: * Master's degree in Taxation or Law degree * Experience with OneSource tax software #LI-TYS #LI-CW1

The Client Manager is responsible for assisting the Commercial Lines Client Executive and Senior Client Manager with client service needs, making changes to existing accounts, and handling and processing new and renewal commercial business; meeting service and sales delivery standards; and performing essential functions to the quality and service standards developed by the agency. Essential Functions • Create and maintain an unforgettable client experience • Assist Client Executive in obtaining applications for renewal business • Assist Client Executive in marketing of renewal business to include sending submissions/supplemental applications to carriers for quotes and/or requesting rating to be completed by ReSourcePro • Request renewals, endorsements, and other needed data to and from the companies and insureds as advised by Client Executive and/or client, where applicable • Generate client proposal reflecting coverages quoted for client meeting • Notify Client Executive of insurance requests to cancel and assist in client retention if needed • Helps keep the team on target as per internal procedures and standards • Provides training, support, and leadership to team members where needed • Meet and greet visiting carriers and their internal representatives as needed • Participate in workflow / improvement planning meetings • Refer current and prospective clients to Employee Benefits and Personal Lines departments for solicitation of those lines of business • Review all activities relating to the public, clients, and companies to avoid issues involving potential errors and omissions • Inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs • Maintain up to date awareness of carriers rating capabilities, new and renewal business criteria, scoring and appetites. • Participate in seminars and other training to maintain required licenses and for knowledge and skill development • Perform other duties as requested • Additional job duties as assigned. Minimum Education/Abilities/Skills • High school diploma or GED, plus a minimum of 5 years of insurance experience with handling 100+ middle market level accounts at a high level of responsibility. • Maintain a client centric focus; is highly responsive to internal and external stakeholders' needs and can manage/meet/exceed expectations. • Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders. • Ability to work independently with limited supervision. • Ability to learn third party computer programs/websites. • Possess the following skills: • Strong oral and written communication • Proactivity • Critical thinking • Organization and time management • Accounting and analytical • Strong attention to detail • Project management • Demonstrate accountability, work well under pressure, and meet deadlines and deliverables. • Projects confidence in interactions with colleagues and clients. • Contribute to team efficiency by sharing knowledge and best practices. • Proficient with Microsoft Office suite. Preferred but not required: • Active MD resident or non-resident Property and Casualty License • Experience with Applied - EPIC • Desire to pursue Professional Insurance Designation e.g. CPCU, CIC, CLCS, AAI, CISR Job Performance Standards: This is intended to describe the level of work required of the person performing the job, and the physical requirements normal to the position. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions. This does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this . The employer has the right to revise this at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Additional Qualifications • Possess appropriate, jurisdictional licenses • Experience with Applied EPIC desired but not required • Bachelor's degree in business or other related field is preferred. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, 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 protected by law.

Smithers PDS LLC (Pharmaceutical Development Services) brings new drugs to market by providing pre-clinical and clinical services for all phases of drug development. Our expert scientists perform large molecule bioanalysis, assay development, validation, and sample analysis at our GLP, GCP, and CLIA compliant laboratories. PDS works with customers to develop new methods, validate existing methods, as well as performing the assays necessary to analyze samples from patients on more than 100 clinical trials currently in different phases of the FDA regulated drug approval process. Smithers PDS is seeking a Client Relationship Manager who will be supporting commercial and client-facing activities across PDS portfolio. This role will liaison between operational/scientific staff and PDS clients to ensure accurate, consistent and timely proposal generation, monitoring and follow-up. The CRM is also responsible for increasing business opportunities within existing accounts. This position is salaried and is classified as an exempt position. Exempt employees typically work 40 hours or more to adequately perform their responsibilities. Extended work hours may be necessary to support the business in meeting client deliverable commitments. Position is generally eligible for a hybrid work schedule with at least three days on-site once all training requirements have been adequately met and proficient performance is consistently demonstrated. Salary range for this position is $85,000 - $95,000 per year. Salary and job title will be commensurate with experience and qualifications. Smithers PDS offers a comprehensive and competitive benefits package inclusive of health insurance package including a choice of 3 medical plans, dental insurance, vision insurance, 401K retirement plan and PTO, and several other elective options. Essential Position Responsibilities: Proposal & Pricing Management Prepare client proposals, revisions, and scope additions using established pricing. Follow up with clients to ensure that proposals are complete and answer their needs. Qualify bids and scopes of work with clients to ensure appropriate service is provided. Maintain pricing templates inclusive of developing and modifying task costs with operations and in alignment of market conditions, proposal documents, and BD databases. Monitor pricing practices with Business Development, Marketing and Operations to determine accuracy and relevance to the project type and operational processes. Interact with scheduling and project managers to identify the dates for study or service initiation and assist with scheduling needs. Assist Business Development with in-depth analysis of routine and complex client issues to remediate or prevent client dissatisfaction. Facility introductory and/or proposal project calls and associated action items and deliverables. Maintain client contract and proposal communication in an electronically accessible format. Track proposal pipeline and follow-up actions in the CRM software system. Collaborate with operations to ensure accurate cost inputs aligned with guidelines. Communicate with clients to clarify needs and confirm proposal fit. Client Engagement Serve as a primary point of contact maintaining trust-based relationships. Coordinate client meetings, introductory calls, and follow-up activities. Provide internal teams with client background and expectations before meetings. Effectively utilize CRM to capture client information. Operational Coordination Liaise between clients and internal scientific/operations teams. Support scheduling/project management in determining project start dates. Lead Post-Award Kickoff meetings to ensure smooth handoff to operations. Creatively identify ways to secure open proposals by working with scientific staff, finance, management and operations. Contract & Document Management Coordinate CDAs, MSAs, and maintain accessible digital documentation. Assist in BD reports, presentations, and forecasting updates. Business Development Support Identify new opportunities within existing accounts and liaise with appropriate internal staff for follow-up to ensure the best strategy to secure the work. Support conference/trade show booth coordination and logistics. Assist in coordination of logistics for client visits including facility tours, hotel recommendations, ground transportation recommendations, conference rooms, catering, meal reservations and agendas as necessary. Assist in providing Business Development and Scientific staff with client specific history, needs and expectations prior to client visits on or off-site, and prior to client calls. Assist with the preparation of marketing and client services presentations. Maintain and communicate proposal award forecasting information to finance and management. Work with Business Development and internal teams on identifying areas for increased market share at assigned accounts. Education and Experience Requirements: Bachelor's degree in life science discipline (biochemistry, chemistry, biology) or 5 years' experience in a CRO performing business support activities; Masters or MBA desired At least 3 years' experience supporting business development preferably in pharmaceutical, biotechnology markets, CRO services including testing to support the development of biologics and vaccines. Travel Requirements: This position may involve travel. Smither PDS does not accept unsolicited third-party candidate introductions, referrals or resumes. In the event a third-party recruiter submits a resume or refers a candidate without a previously signed vendor agreement, Smithers PDS reserves the right to pursue and hire the candidate(s) without financial liability to such third-party recruiter. #PharmaJobs #LI-MV1

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary The Client Manager is responsible for assisting the Commercial Lines Client Executive and Senior Client Manager with client service needs; making changes to existing accounts; handling and processing new and renewal commercial business; meeting service and sales delivery standards; and performing essential functions to the quality and service standards developed by the agency. Essential Functions Assist Client Executive in obtaining applications for renewal business Assist Client Executive in marketing of renewal business to include sending submissions/supplemental applications to carriers for quotes and/or requesting rating to be completed by ResourcePro Request renewals, endorsements, and other needed data to and from the companies and insureds as advised by Client Executive and/or client, where applicable Generate client proposal reflecting coverages quoted for client meeting Notify Client Executive of insurance requests to cancel and assist in client retention if needed Helps keep the team on target as per internal procedures and standards Provides training, support, and leadership to team members where needed Meet and greet visiting carriers and their internal representatives as needed Participate in workflow / improvement planning meetings Refer current and prospective clients to Employee Benefits and Personal Lines departments for solicitation of those lines of business Review all activities relating to the public, clients, and companies to avoid issues involving potential errors and omissions Inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs Maintain up to date awareness of carriers rating capabilities, new and renewal business criteria, scoring and appetites. Participate in seminars and other training to maintain required licenses and for knowledge and skill development Perform other duties as requested Additional job duties as assigned. Minimum Education/Abilities/Skills High school diploma or GED, plus a minimum of 5 years of insurance experience with handling 100+ middle market level accounts at a high level of responsibility. Maintain a client centric focus; is highly responsive to internal and external stakeholders' needs and can manage/meet/exceed expectations. Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders. Ability to work independently with limited supervision. Ability to learn third party computer programs/websites. Possess the following skills: Strong oral and written communication Proactivity Critical thinking Organization and time management Accounting and analytical Strong attention to detail Project management Demonstrate accountability, work well under pressure, and meet deadlines and deliverables. Projects confidence in interactions with colleagues and clients. Contribute to team efficiency by sharing knowledge and best practices. Proficient with Microsoft Office suite. Additional Qualifications Active MD resident or non-resident Property and Casualty License Experience with Applied - EPIC Desire to pursue Professional Insurance Designation e.g. CPCU, CIC, CLCS, AAI, CISR RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, 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 protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

Primary Office Location:7475 Wisconsin Ave. Bethesda, Maryland. 20814.Join our team. Make a difference - for us and for your future. The banker will have an existing personally developed COI and client base while expanding to new contacts to grow new client names annual, draw in new loan growth and specifically focus on segments of the market that can contribute full relationship banking services The SRM will also use existing strong credit skills to effectively manage a new portfolio as it grows as well as any existing relationships (TDB) maintain credit quality and foster strong internal relationship with FNB partners and current team. Position Title: Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives. Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards. Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay. Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions. Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business. Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a lending banking position and in an equivalent customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: N/A Compensation Grade: EXT14 Pay Range: $122,252.00 - $203,762.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

This leadership role leads the TCS engagement for a strategic travel / hotel inductry client in Washington DC (Bethesda), ensuring client business protection, account growth, and sustained value delivery. The position requires strong experience in C-suite-level partnership, thought leadership, and leveraging competitive analyses to expand TCS's footprint both within existing portfolios and by displacing market competitors. Key Responsibilities: Manage end-to-end client relationships, focusing on C-suite engagement and executive sponsorship to solidify TCS's partnership status. Drive sustainable account growth by identifying and pursuing opportunities with both existing hotel portfolios and adjacent/new business lines. Develop and present value-based and thought leadership initiatives tailored to client leadership, reinforcing TCS's advisor and innovator reputation. Conduct continual SWOT analyses for both TCS and market competitors to identify areas for business defense and competitive incursion. Formulate strategic programs to protect incumbent accounts while expanding and diversifying TCS's service offerings in the hospitality sector. Advance complex sales cycles from opportunity creation to closure, leveraging a consultative, solution-led approach. Lead teams in responding to RFPs, managing delivery rigor, and ensuring high levels of service governance and satisfaction. Collaborate with global and cross-functional teams to design and deploy industry-specific technology and transformation solutions. Represent TCS at key industry events and client forums, shaping client perception and fostering executive buy-in. Salary Range-$120,000-$160,000 a year #LI-KR3 TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims. Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. Attend client meetings with the Advisor or Director Risk Management, when requested Assist co-workers in responding to client inquiries or processing work, when needed Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance. Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through both verbal and written communications. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs. Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). 3+ years of experience in a Commercial Account Manager role. OTHER: Fast paced, multi-tasking environment. Travel as required. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. The starting pay is $75,000+ annually. Salary is negotiable upon time of hire. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Primary Office Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814. Join our team. Make a difference - for us and for your future. The banker will have an existing personally developed COI and client base while expanding to new contacts to grow new client names annual, draw in new loan growth and specifically focus on segments of the market that can contribute full relationship banking services The SRM will also use existing strong credit skills to effectively manage a new portfolio as it grows as well as any existing relationships (TDB) maintain credit quality and foster strong internal relationship with FNB partners and current team. Position Title: Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives. Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards. Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay. Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions. Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business. Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a lending banking position and in an equivalent customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: N/A Compensation Grade: EXT14 Pay Range: $122,252.00 - $203,762.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 701 E Market St Ste A, Leesburg, VA 20176 Posting End Date: 21 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description Cherry Blossom Plumbing in Arlington, VA is looking to hire a full-time Client Experience Manager to assist customers by answering inquiries and scheduling plumbing services over the phone. Are you courteous and professional? Do you want to have evenings and weekends off? Would you like a flexible job? If so, please read on! This call center position earns a competitive wage of $15 - $25/hr plus bonuses. We provide great benefits and perks, including health insurance, paid time off (PTO), sick leave, and holidays. If this flexible job sounds like the right opportunity for you, apply today! ABOUT CHERRY BLOSSOM PLUMBING We are a locally owned, family-operated business that provides top-of-the-line plumbing work in Northern Virginia. In order to meet our customers' needs, our plumbers perform a wide range of residential services, everything from simple faucet installations to complete sewer line replacements. We strive to exceed expectations by ensuring that each client receives the very best, which is why our employees are experts in their field and why we use the highest quality parts and equipment. Our employees are dedicated to providing exceptional service and we are proud of them for their hard work. We strive to make sure they know how much they are valued, which is why we offer great benefits as well as exceptional opportunities for growth. We also foster a positive and supportive culture so that everyone feels at home in our company. A DAY IN THE LIFE OF A CLIENT EXPERIENCE MANAGER As a Client Experience Manager, you wow our customers by providing exceptional service over the phone. You love having a flexible job that allows you to showcase your interpersonal and organizational skills. Using customer relationship software such as ServiceTitan, you maintain the client database, ensuring that all information is updated and complete. With a professional demeanor, you reach out to clients to schedule technician appointments and order ancillary products. Knowledgeable and persuasive, you expertly communicate the value of our services and convert inquiries into sales. Assisting with social media content creation and posting is also part of the job when not working directly with customers. You also handle inbound calls, responding to customer questions in a professional manner. Helpful and courteous, you effectively address concerns through clear communication, resolving issues in a timely manner. Our team appreciates your efficiency as you book preventative maintenance appointments, enter service calls, and review completed work orders for accuracy. You find great satisfaction in helping others! QUALIFICATIONS FOR A CLIENT EXPERIENCE MANAGER 2+ years of customer service experience High school diploma OR equivalent Good computer skills, with proficiency in Microsoft Word and Excel Geographical knowledge and map reading skills Must have ServiceTitan experience Can you communicate effectively over the phone? Are you a proactive go-getter? Do you have a positive attitude and a desire to help others? If yes, you might just be perfect for this flexible job with our call center! WORK SCHEDULE FOR A CLIENT EXPERIENCE MANAGER This call center position has a schedule of Monday - Friday from 8 am - 5 pm. ARE YOU READY TO JOIN OUR CALL CENTER TEAM? If you feel that you would be right for this phone job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Willingness to comply with our company policy regarding background checks and drug screening Job Posted by ApplicantPro