Multi-Specialty Account Manager - Atlanta South, GA
Relationship manager job in Atlanta, GA
Territory: Atlanta South, GA - Multi-Specialty
Target city for territory is Atlanta - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: College Park, Conyers, Covington, Thomaston, Union City and Augusta
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Regional Sales Manager
Relationship manager job in Macon, GA
Exciting Opportunity: Regional Sales Manager | Multifamily
Candidate Location Preference: Macon, GA
CORY is hiring a goal-oriented Regional Sales Manager with proven experience in multifamily vendor sales.
About Our Client:
Our client is a thriving real estate management firm with a focus on Multifamily market-rate and workforce housing.
Your Responsibilities as a Leader:
Drive communities to exceed leasing, occupancy, and resident satisfaction goals.
Spend most of your time in the field, coaching teams, increasing leasing, and tracking KPIs.
Collaborate with Marketing, HR, and Construction teams.
Foster resident engagement and address concerns quickly to support vibrant community cultures.
Conduct regular site visits to ensure brand consistency, operational excellence, and team engagement.
The Skills & Experience You Possess:
Proven leadership in property management, leasing, or sales.
Skilled in coaching and developing teams, with a hands-on approach.
Excellent communication, interpersonal, and problem-solving abilities.
Bachelor's degree in Business, Real Estate, or related field preferred.
Perks and Benefits You'll Receive:
Competitive base salary + bonus
Base salary depends on experience - $165K+
Full Benefits
How to Apply & Be Selected:
Send your resume to resumes@coryexecutive.com, and our team will connect with you if selected.
Want to join The CORY Network?
Check out CORY job listings and join our newsletter for upcoming opportunities that match your professional goals.
Regional Sales Manager
Relationship manager job in Atlanta, GA
Mike McGovern & Associates is a family-owned manufacturers' representative agency that offers a wide range of high-quality industrial products. We work closely with manufacturers, distributors, and professional end users. Established in 1991, our company covers Ohio, Michigan, Indiana, Illinois, Wisconsin, western Pennsylvania, Western New York, Kentucky, West Virginia, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Alabama, Mississippi and Florida. We specialize in the STAFDA channel, general line/mill supply, electrical, fasteners, welding, safety, plumbing/HVAC, and specialty distributors.
Role Description
This is a full-time role for a Regional Sales Manager. The Regional Sales Manager will be responsible for managing sales activities within the assigned region, developing and implementing sales strategies, building and maintaining relationships with distributors & end users, identifying new business opportunities, and achieving sales targets. This role is located in the Atlanta, GA area but candidate will be responsible for sales in Georgia & South Carolina.
Expectations:
Weekly calls on distributor partners in given geography
Weekly end user calls/demonstrations with distributor salespeople
Frequent communication with manufacturer principals & CSV Management
Establishing & executing sales strategy for manufacturer's represented in given geography
Logging of important data into company CRM
Participation in trade shows, sales meetings, conferences, etc.
Participation in ongoing manufacturer training to stay up to date on lines represented
Qualifications:
Proven track record in sales and business development
Strong communication and negotiation skills
Ability to build and maintain relationships with distributors, end users & principals (manufacturers)
Ability to work independently and remotely - managing ones own schedule
Ability to work with CRM, Office 365 - Adobe a plus
Experience in the industrial products industry is a plus
Compensation:
Salary + Bonus - $75,000 - $95,000 OTE
401K
Car Allowance
Paid Expenses
Health Insurance
B2B Sales Manager
Relationship manager job in Forest Park, GA
Multiway Robotics, as an intelligent intra-logistics solution provider, providing HARDWARE products include a full range of unmanned forklifts and four-way shuttle, while SOFTWARE systems encompass Multiway Cloud, WMS, RCS, WCS... Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
We're expanding in North America xevrcyc and hiring Sales Managers/Directors, based in Atlanta with a West Coast office planned.
Sales Manager
Relationship manager job in Sandy Springs, GA
Make a difference in the lives of others while personally thriving!
Join Bridge Senior Living - a certified Great Place to Work (2025-2026)!
Now Hiring! Sales Manager for a Luxury IL, AL and MC community!
What you can expect as a Sales Manager:
$1,000 Employee Referral Bonus
Competitive Bonus Structures
Tuition Reimbursement eligibility after three months of full-time employment
Top notch pay!
401(k) with company match
Next Day Pay with PayActiv
Excellent Benefits
The friendliest leaders and teammates
Offering health insurance benefits starting at $75 per month for full-time associates
Qualifications of an ideal Sales Manager:
A valid driver's license in the state of residence (and liability insurance) to use personal vehicle for business development.
At least 3 years of experience in Senior Living sales or related field.
Proven track record of success in terms of occupancy and business development.
Sales Manager Job Summary:
The Sales Manager is responsible for driving top line revenue for the community by maintaining and exceeding budgeted occupancy, average daily census, and rate per unit revenue targets. This includes oversight of internal and external marketing efforts; direct selling, lead generation and the overall sales performance for the community.
Accountable for direct selling, achieving quotas/ ratios and maintaining personal lead database.
To support sales initiatives and tours on the weekends, this position is required to work on weekends, per the direction of the ED and senior leadership team. Some travel is required.
Maintains an accurate, up-to-date YARDI database according to the guidelines established by the home office.
Ensures the product, services, and fee structure is accurately represented.
Participates in weekly marketing meetings with supervisor, sales team, and other directors as necessary to discuss prospects, visit agendas, event planning, performance expectations, sales strategies, marketing planning and success celebrations.
Assists in developing and implementing strategic monthly, quarterly and annual marketing plans in cooperation with the Director of Sales and Marketing
EEO Statement:
We are an Equal Employment Opportunity employer committed to providing equal opportunity in all of our employment practices, including selection, hiring, assignment, re-assignment, promotion, transfer, compensation, discipline, and termination. The Company prohibits discrimination, harassment, and retaliation in employment based on race; color; religion; genetic information; national origin; sex (including same sex); sexual orientation; gender identity; pregnancy, childbirth, or related medical conditions; age; disability or handicap; citizenship status; service member status; or any other category protected by federal, state, or local law.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact ******************************** or ************** for assistance with an accommodation.
Pharmacy Relationship Manager
Relationship manager job in Lumpkin, GA
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Relationship Manager Associate
Relationship manager job in Cartersville, GA
The Relationship Manager Associate (RMA) provides administrative processing support to the Relationship Manager (RM) team while providing a high level of customer service to clients. The RMA performs various support duties pertinent to meeting the needs of FirstBank's clients and development of new business, and functions as an extension of the RM team for sales opportunities and brand awareness.
Essential Duties and Responsibilities:
Function as a member of the Relationship Manager team providing support to Commercial Real Estate and/or Retail Banking teams as needed.
Prepare and review all account documentation pertinent to loans, and monitor the administration of the loan closing process.
Review loan files to ensure file completeness, including the proper security of designated collateral.
Monitor past dues and future maturities, manage draws, and update RMs on a regular basis.
Actively work to develop relationships with all Bank partners to identify cross-sell opportunities and referral business.
Answer phones and/or greet FirstBank visitors, providing assistance and direction as appropriate.
May assist with preparation of Loan Committee packets.
Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Exhibit a foundational understanding of banking industry regulatory compliance including FirstBank-specific policies and procedures, applying knowledge and best practices as appropriate.
High school diploma or the equivalent required, with Bachelor's degree preferred
Minimum two years with banking experience preferred
May require National Mortgage Lending Service (NMLS) certification
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
Auto-ApplyClient Relationship Manager
Relationship manager job in Gainesville, GA
Tidewater specializes in the development of cutting-edge marketing campaigns allowing us to create brand awareness for industry leading clients. Our Business Development team is offering an extraordinary PAID internship opportunity for students, and entry level roles for green professionals. We are looking for ambitious and creative forward thinkers, that will engage directly with clients in order to contribute fresh ideas to our sales and marketing teams.
Responsibilities include:
Scheduling daily sales appointments and meetings
Developing and executing innovative marketing campaigns
Engaging with consumers to secure accounts and ongoing business
Cross training in all departments (Sales, Business Development, Marketing)
Staying up to date on product knowledge to provide five-star service
This entry level role allows both hands-on experience and classroom training from our nationally recognized management teams. Interns and entry level employees are to represent our company with professionalism and practice honesty and integrity in all business transactions.
Qualifications:
Ability to thrive in a fast-paced environment with competitive pay options
Exhibits a high level of urgency while delivering unmatched client satisfaction
Embodies a positive attitude, accountability, and an openness to diversity
Takes initiative in order to respond accordingly to any situation that may arise
Superb interpersonal and communication skills, both written and verbal
Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.
Auto-ApplyClient Relationship Manager
Relationship manager job in Greensboro, GA
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience-before, during, and after meetings-is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.
Your Impact
* Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor
* Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion
* Coordinate all aspects of client onboarding including new account setup, transfers, and document collection
* Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness
* Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed
* Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor
* Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences
* Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported
* Maintain confidentiality regarding all client-related information.
The Ideal Match
* Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm
* Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm
* Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track
* Comfortable owning all aspects of client care-coordinating people, information, and tasks in a fast-paced environment
* Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data
* Positive, professional communication style and a strong sense of ownership over the client experience
* Excellent with confidentiality and discretion
* A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills
Bonus Points
* CFP designation or background in financial planning, tax, or accounting
* Experience with portfolio management and rebalancing
* Interest in growing into a wealth advisor role over time
* Background working in a small town or retirement community environment
* Experience managing workflows between in-office and remote service teams
Why Join Us
* Competitive comp package that rewards impact
* Work alongside some of the brightest minds in fintech
* Ground-floor opportunity at a fast-scaling startup
* Chart your own growth path as we expand-potential to elevate into an advisory role for the right candidate
* Full health benefits + 401(k) matching & Roth IRA options
* Unlimited PTO
* Become part of a tight-knit, collaborative team in a beautiful lake community
Ready to disrupt wealth management? Let's talk!
Auto-ApplyNew Business Sales & Client Relationship Manager
Relationship manager job in Wadley, GA
Job DescriptionAbout Daisy At Daisy, were redefining smart spaces by making homes and offices more connected, comfortable, and joyful through technology. As the first national smart space installation and services company, were growing fast and launching operations in Katy, Texas.
Our solutions include:
Lighting & Automated Shading
Networks / Wi-Fi
Indoor/Outdoor Audio & Video
Home Theaters
Security (Cameras/Door Locks)
Smart Home Automation
What Youll Do
Prospect & Hunt: Make outbound calls, send information to prospective clients, and actively seek new business opportunities.
Build Relationships: Develop strong connections with trade partners and end users to generate referrals and repeat business.
Educate & Present: Conduct presentations and educational sessions for small groups of trade partners and clients.
Pipeline Management: Track and manage leads through the sales cycle using CRM tools.
Collaborate: Work with system designers to create tailored proposals and solutions.
Stay Current: Keep up with smart home technology trends and Daisys product offerings.
Achieve Goals: Consistently meet or exceed sales targets.
What You Bring
Proven success in sales hunting and business development roles.
Strong interpersonal and communication skillscomfortable presenting to small groups.
Experience building relationships with trade partners in residential construction (builders, designers, architects).
Ability to manage a sales pipeline and close deals.
Familiarity with smart home technology or willingness to learn.
Self-motivated, organized, and driven to succeed.
Preferred Qualifications
3+ years in sales or business development (custom integration or related industry preferred).
Track record of exceeding sales goals.
Knowledge of A/V systems, networking, lighting control, and automation is a plus.
Ability to travel within the assigned region.
Why Join Daisy?
Be part of a fast-growing national brand in smart home technology.
Competitive compensation with performance incentives.
Opportunities for professional growth and advancement.
Our Mission and Culture
Mission: Enhance the human experience through smart spaces
Vision: Become the most beloved brand in technology services.
Our core values guide everything we do:
Delight: Deliver magical client experiences
Accountability: Own your work with transparency and integrity
Innovation: Embrace creativity to solve challenges
Service: Put clients, teammates, and partners first
You: Celebrate diverse backgrounds and perspectives
Additional Information: We maintain a smoke-, drug, and alcohol-free workplace on-site and when representing Daisy. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.
Please note: At this time, we are unable to sponsor work visas or consider candidates who require visa sponsorship now or in the future.
Ready to Join a Mission-Driven Team? If youre a detail-focused professional who loves numbers, technology, and teamwork, Daisy wants you! Help us build the future of smart living and apply today!
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise.
All inquiries about employment at this franchise should be made directly to the franchise location, and not to Daisy Corporate.
Merrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
Alpharetta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*******************************************************************************************************************
**:**
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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
**Specific responsibilities include, but are not limited to:**
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
+ Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market
+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Resolving complex, escalated client service and operational needs
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
**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.
+ 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.
**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, problem resolution, 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
**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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Commercial Banker - Houston County
Relationship manager job in Warner Robins, GA
The Commercial Banker is responsible for developing, managing, and growing profitable commercial banking relationships within the community. This role involves originating quality commercial loans, cross-selling bank products including deposit and treasury management products, ensuring exceptional customer service, and supporting the bank's mission to strengthen the local economy. The Commercial Banker will actively engage in business development, community involvement, and portfolio management to achieve growth and profitability targets while maintaining sound credit quality.
ESSENTIAL FUNCTIONS
Business Development & Relationship Management
Proactively identify, solicit, and develop new commercial banking relationships within the bank's target market.
Build strong, long-term relationships with business owners, executives, and community leaders.
Promote the bank's full range of commercial products and services, including loans, deposit accounts, treasury management, and merchant services.
Maintain regular contact with customers to assess needs and identify opportunities for additional services.
Deliver customized solutions and consultation to customers and prospects of the bank.
Credit & Loan Origination
Structure and underwrite commercial loans in accordance with bank policies and regulatory guidelines.
Gather and analyze financial information to determine creditworthiness and loan structure.
Prepare and present credit recommendations for approval.
Negotiate terms, pricing, and structure of credit facilities.
Portfolio Management
Monitor loan performance and maintain credit quality through ongoing review and relationship contact.
Identify and address early warning signs of potential problem loans.
Ensure all loan files, documentation, and servicing requirements are complete and accurate.
Manage loan renewals and covenant compliance.
Community Involvement
Actively participate in local business, civic, and community organizations to enhance the bank's visibility and reputation.
Represent the bank at networking, chamber of commerce, and industry events.
Compliance & Risk Management
Adhere to all bank policies, procedures, and applicable banking regulations.
Maintain current knowledge of market conditions, industry trends, and competitors' offerings.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
Bachelor's degree in business or finance preferred, or equivalent experience
Five to seven years of lending experience within a financial institution preferred, but related accounting or finance industry experience considered
Demonstrated ability to communicate effectively and professionally with business customers and with team members
Strong attention to detail, good judgment and decision-making skills
Ability to exercise personal and professional responsibility and work under minimum supervision
Strong planning and organizational skills
Excellent interpersonal, verbal and written communication skills; demonstrated ability to communicate complex facts to a variety of people
Strong customer service skills: demonstrated ability to positively persuade customers and identify and meet their financial banking needs
Adaptive to change
Computer Skills: Microsoft Word and Excel, Internet Explorer, Web-Based Applications
Team Player - Build and maintains productive relationships with people throughout the organization
General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred
POSITION SPECIFIC COMPETENCIES:
Productivity- Consistently produces a very high volume of work. Uses company time and resources extremely optimally and meets schedules and deadlines.
Decision Making/ Judgment- The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
Policy Compliance- Demonstrates an excellent understanding of organizational policies and guidelines. Complies very willingly and without exception. Acts as an example to other employees. Takes the initiative to improve compliance practices.
Customer Relations- Excellent customer relations skills are demonstrated. Is always attentive, concerned, and polite. Able to diffuse difficult situations smoothly
Loan Credit Performance- Credit examinations, audits, and the level of loan delinquency are all exceptional. Credit performance is exceptional. Loan decisions are always based on strong analysis and excellent judgment.
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment including computers, copy machine, fax and telephone
EQUIPMENT USED
Computer, telephone, fax machine, scanner, photocopier
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
Requires extensive contact with the general public
May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
Commercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyCommercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
+ Five plus years lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
+ Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Pharmacy Relationship Manager
Relationship manager job in Columbus, GA
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Relationship Manager
Relationship manager job in Columbus, GA
The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and Commercial Real Estate (CRE) loan and deposit portfolios, fosters a balance between loan production and credit quality, and minimizes risk through adherence of established bank policies. Retains, strengthens and develops relationships using situational awareness and the ability to identify client and industry strengths and weaknesses, assesses risk, and matches FirstBank's product offerings with client needs when providing creative solutions.
Essential Duties & Responsibilities:
Manage an active portfolio of consumer, C&I (generally less than $3-5MM), and CRE (generally less than $3-5MM) loan relationships by meeting and exceeding sales goals in deposits, loans, revenue growth, profitability and client acquisition.
Demonstrate credit underwriting and loan documentation skills, complete proper underwriting of loans, and approve within loan authority or in conjunction with Credit Officer.
Review and monitor asset quality; monitor past due loan information, collateral exceptions, covenant compliance, risk rating and borrowing bases.
Actively work to develop new business by identifying prospective clients and referral sources for all bank products and services through prospecting and Centers of Influence.
Provide consultative guidance to Relationship Managers, Financial Center Managers and Market Presidents on C&I relationships.
Demonstrate product knowledge of deposits, loans, Treasury Management services, Capital Markets and an understanding of economics.
Monitor new developments in lending, compliance, loan policies and regulations.
Read, understand and analyze client financial statements in correlation to business operations.
Manage the full loan process, which includes but is not limited to administrative duties, preparing approval and closing documents, reviewing and monitoring past due loan information, clearing exceptions, resolving loan processing and payment errors, etc.
Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks.
Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education
High school diploma or the equivalent required. Bachelor's degree preferred
Experience
Minimum of five years of specific banking or business development experience; in-market experience preferred
Certifications and Licenses
National Mortgage Licensing System (NMLS) Certification within first year of employment
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
Auto-ApplyMerrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
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.
* 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.
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, problem resolution, 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
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
Commercial Banker - Houston County
Relationship manager job in Warner Robins, GA
SUMMARY
The Commercial Banker is responsible for developing, managing, and growing profitable commercial banking relationships within the community. This role involves originating quality commercial loans, cross-selling bank products including deposit and treasury management products, ensuring exceptional customer service, and supporting the bank's mission to strengthen the local economy. The Commercial Banker will actively engage in business development, community involvement, and portfolio management to achieve growth and profitability targets while maintaining sound credit quality.
ESSENTIAL FUNCTIONS
Business Development & Relationship Management
Proactively identify, solicit, and develop new commercial banking relationships within the bank's target market.
Build strong, long-term relationships with business owners, executives, and community leaders.
Promote the bank's full range of commercial products and services, including loans, deposit accounts, treasury management, and merchant services.
Maintain regular contact with customers to assess needs and identify opportunities for additional services.
Deliver customized solutions and consultation to customers and prospects of the bank.
Credit & Loan Origination
Structure and underwrite commercial loans in accordance with bank policies and regulatory guidelines.
Gather and analyze financial information to determine creditworthiness and loan structure.
Prepare and present credit recommendations for approval.
Negotiate terms, pricing, and structure of credit facilities.
Portfolio Management
Monitor loan performance and maintain credit quality through ongoing review and relationship contact.
Identify and address early warning signs of potential problem loans.
Ensure all loan files, documentation, and servicing requirements are complete and accurate.
Manage loan renewals and covenant compliance.
Community Involvement
Actively participate in local business, civic, and community organizations to enhance the bank's visibility and reputation.
Represent the bank at networking, chamber of commerce, and industry events.
Compliance & Risk Management
Adhere to all bank policies, procedures, and applicable banking regulations.
Maintain current knowledge of market conditions, industry trends, and competitors' offerings.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
Bachelor's degree in business or finance preferred, or equivalent experience
Five to seven years of lending experience within a financial institution preferred, but related accounting or finance industry experience considered
Demonstrated ability to communicate effectively and professionally with business customers and with team members
Strong attention to detail, good judgment and decision-making skills
Ability to exercise personal and professional responsibility and work under minimum supervision
Strong planning and organizational skills
Excellent interpersonal, verbal and written communication skills; demonstrated ability to communicate complex facts to a variety of people
Strong customer service skills: demonstrated ability to positively persuade customers and identify and meet their financial banking needs
Adaptive to change
Computer Skills: Microsoft Word and Excel, Internet Explorer, Web-Based Applications
Team Player - Build and maintains productive relationships with people throughout the organization
General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred
POSITION SPECIFIC COMPETENCIES:
Productivity- Consistently produces a very high volume of work. Uses company time and resources extremely optimally and meets schedules and deadlines.
Decision Making/ Judgment- The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
Policy Compliance- Demonstrates an excellent understanding of organizational policies and guidelines. Complies very willingly and without exception. Acts as an example to other employees. Takes the initiative to improve compliance practices.
Customer Relations- Excellent customer relations skills are demonstrated. Is always attentive, concerned, and polite. Able to diffuse difficult situations smoothly
Loan Credit Performance- Credit examinations, audits, and the level of loan delinquency are all exceptional. Credit performance is exceptional. Loan decisions are always based on strong analysis and excellent judgment.
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment including computers, copy machine, fax and telephone
EQUIPMENT USED
Computer, telephone, fax machine, scanner, photocopier
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
Requires extensive contact with the general public
May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
Commercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyCommercial Banker - Macon/Bibb
Relationship manager job in Gray, GA
The Commercial Banker is responsible for developing, managing, and growing profitable commercial banking relationships within the community. This role involves originating quality commercial loans, cross-selling bank products including deposit and treasury management products, ensuring exceptional customer service, and supporting the bank's mission to strengthen the local economy. The Commercial Banker will actively engage in business development, community involvement, and portfolio management to achieve growth and profitability targets while maintaining sound credit quality.
ESSENTIAL FUNCTIONS
Business Development & Relationship Management
Proactively identify, solicit, and develop new commercial banking relationships within the bank's target market.
Build strong, long-term relationships with business owners, executives, and community leaders.
Promote the bank's full range of commercial products and services, including loans, deposit accounts, treasury management, and merchant services.
Maintain regular contact with customers to assess needs and identify opportunities for additional services.
Deliver customized solutions and consultation to customers and prospects of the bank.
Credit & Loan Origination
Structure and underwrite commercial loans in accordance with bank policies and regulatory guidelines.
Gather and analyze financial information to determine creditworthiness and loan structure.
Prepare and present credit recommendations for approval.
Negotiate terms, pricing, and structure of credit facilities.
Portfolio Management
Monitor loan performance and maintain credit quality through ongoing review and relationship contact.
Identify and address early warning signs of potential problem loans.
Ensure all loan files, documentation, and servicing requirements are complete and accurate.
Manage loan renewals and covenant compliance.
Community Involvement
Actively participate in local business, civic, and community organizations to enhance the bank's visibility and reputation.
Represent the bank at networking, chamber of commerce, and industry events.
Compliance & Risk Management
Adhere to all bank policies, procedures, and applicable banking regulations.
Maintain current knowledge of market conditions, industry trends, and competitors' offerings.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
Bachelor's degree in business or finance preferred, or equivalent experience
Five to seven years of lending experience within a financial institution preferred, but related accounting or finance industry experience considered
Demonstrated ability to communicate effectively and professionally with business customers and with team members
Strong attention to detail, good judgment and decision-making skills
Ability to exercise personal and professional responsibility and work under minimum supervision
Strong planning and organizational skills
Excellent interpersonal, verbal and written communication skills; demonstrated ability to communicate complex facts to a variety of people
Strong customer service skills: demonstrated ability to positively persuade customers and identify and meet their financial banking needs
Adaptive to change
Computer Skills: Microsoft Word and Excel, Internet Explorer, Web-Based Applications
Team Player - Build and maintains productive relationships with people throughout the organization
General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred
POSITION SPECIFIC COMPETENCIES:
Productivity- Consistently produces a very high volume of work. Uses company time and resources extremely optimally and meets schedules and deadlines.
Decision Making/ Judgment- The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
Policy Compliance- Demonstrates an excellent understanding of organizational policies and guidelines. Complies very willingly and without exception. Acts as an example to other employees. Takes the initiative to improve compliance practices.
Customer Relations- Excellent customer relations skills are demonstrated. Is always attentive, concerned, and polite. Able to diffuse difficult situations smoothly
Loan Credit Performance- Credit examinations, audits, and the level of loan delinquency are all exceptional. Credit performance is exceptional. Loan decisions are always based on strong analysis and excellent judgment.
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment including computers, copy machine, fax and telephone
EQUIPMENT USED
Computer, telephone, fax machine, scanner, photocopier
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
Requires extensive contact with the general public
May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.