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  • Client Manager - US Large Market

    American Express 4.8company rating

    Relationship manager job in Phoenix, AZ

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 4d ago
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  • Commercial Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Scottsdale, AZ

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. 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. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture 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 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 would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or 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 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.
    $100.5k-270.3k yearly 2d ago
  • Principal Client Success Executive

    ADP 4.7company rating

    Relationship manager job in Tempe, AZ

    ADP is hiring a Principal Client Success Executive. Are you ready to manage a book of large, complex global client accounts Do you enjoy working through client challenges and providing creative solutions? Do you have a knack in building relationships, working through contract negotiations and retaining clients? Are you ready to lead clients on an HCM journey leveraging Lyric technology? Well, this may be the role for you. Ready to make your mark? In this role, the Principal Client Success Executive (CSE) is responsible for driving satisfaction and client outcomes by relentlessly monitoring and managing client's success throughout the Lyric HCM client journey. The CSE in partnership with Product, Implementation, and Project Managers from other workstreams will define and implement Launch Readiness for all phases of the rollout of the Lyric HCM solution. The CSE will align with Client Stakeholders to gain a deep knowledge of the clients desired outcomes, developing and executing client success plans focused on achieving a client's desired outcomes at every stage in the client journey. The CSE manages at all levels of the ADP and Client Organization to drive accountability for delivering the end-to-end client experience in order to achieve a long term and valued added partnership. The CSE will initiate interventions to address any areas of concern in overall client health; including client satisfaction, client experience and product adoption across the client's ADP portfolio. The CSE identifies customer risk and acts as an integrator with ADP and client resources to deliver on Client Success milestones and to ultimately drive long term retention and expansion of the client partnership with ADP. Ready to #MakeYourMark? Apply now! To learn more about Client Services at ADP, watch here: ****************************************** WHAT YOU'LL DO: Responsibilities What you can expect on a typical day: Client Focus: The CSE is a trusted advisor who builds and strengthens client partnerships by creating and operationalizing a Client Success plan in conjunction with the Client's Decision Makers, influencers, and Executives. The CSE will execute on this plan, marshaling the power of the organization to deliver on the client's Success Milestone and desired outcomes. This consists of establishing the client relationship and building their loyalty, consulting with the client to define appropriate desired outcomes based on the client's suite of products and stage in the adoption journey, ensuring the client's optimal use and solution adoption of products and services, advocating for our mutual best interests, and driving engagement through data insights and other unique ADP assets. Possesses strong presentation skills, Executive Presence, business acumen and deep knowledge of the client and ability to articulate and manage to clients' desired outcomes. Relationship Management: The CSE drives total client satisfaction by delivering a seamless and unified experience in partnership with internal Associates. Effectively manage across national and global business units within ADP to understand the hidden elements within the organization that impact the client and the business. Effectively position ADP Executive Sponsor and execute effectively against the Client Playbook, including Success Plan and Executive Business Reviews to ensure the client holistically realizes the value in the ADP relationship. The CSE is the clients' ADP advocate focused on total client satisfaction, with the responsibility to ensure a positive end-to-end ADP experience. The CSE partners with internal partners to ensure a unified experience and monitors and manages Client Health. The CSE knows their clients by becoming a mutual partner of the client's company and industry in order to accurately provide an overview of their clients' business, their performance in the industry, critical business issues and strategic goals, in order to proactively identify and act on Risks and Opportunities. The CSE is a proactive partner who helps clients think through the marketplace implications, how that affects client strategy and provides best practices of similar verticals. Ability to identify who the critical decision-makers are within the disciplines we generally support (HR, IT, Operations and Finance). Responsible for maintaining and updating Success Plan and driving internal and client accountability to Success Milestones. Sharing HCM industry updates and information relevant to a particular client's needs in a manner that supports and helps their business. Establish and manage an expectation of reference-ability and client engagement opportunities relevant and beneficial to both the client and to ADP including driving participation in key events (MOTM, Rethink, CAB, Online Forums, Ambassador Program, etc.). The CSE is able to manage difficult situations effectively and with the highest standard of integrity. Includes proactively handling issues with transparency and accountability, setting reasonable expectations for the client and de-escalating difficult situations. Contract Management and Success Measurements: The CSE understands all components of their clients' contracts, including pricing components, service level agreements and the clients' service history so as to manage and drive the contract renewal process and positively impact retention. The CSE reports on key business activities and ROI in Success Plan and Executive Business Reviews, monitoring and managing client success, while being able to effectively use data to provide actionable insights. Execution of contract renewal - Internal coordination with all ADP partners to deliver a smooth renewal process for the client. Partnership with Sales on revenue expansion opportunities with the CSE's book of business and leveraging all available resources necessary to defeat a competitive threat. Effectively present a cohesive business renewal plan of action to ADP leadership. Operational Execution: * The CSE coordinates and collaborates, within a highly matrixed global organization, including Sales, operational, service and product management partners to drive issues to closure, oversee completion of complex projects, improve efficiency and quality of end-to-end experience, and influence the product roadmap to enhance the overall client experience and deliver on the client's success milestones. TO SUCCEED IN THIS ROLE: At least 8 years of managing and consulting with large, matrixed, and global clients, focused on strategic client enterprise account management At least 8 years of General Management, Sales or Management Consulting Experience, Client Success Management Demonstrated skills in analytics and research, client relations, executive presentations and cross-functional project management Experience with ADP Products, HCM Solutions and Standout Technology. Experience with Client Lifecycle Management from development to implementation and ongoing account management and support Travel Required A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include the skills above. BONUS POINTS FOR THESE: Preferred Qualifications * Large, complex client contract negotiations * Growth and Revenue YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences. Grow your career in an agile, fast-paced environment with plenty of opportunities to progress. Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner. Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. Balance work and life. Resources and flexibility to more easily integrate your work and your life. Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. What are you waiting for? Apply today A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition. Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.
    $80k-135k yearly est. 1d ago
  • Commercial Relationship Manager III - PHX

    Vantage West Credit Union 3.8company rating

    Relationship manager job in Glendale, AZ

    Commercial Relationship Manager (RM) is responsible for business development and relationship management for business members primarily in the commercial middle market ($1MM - $5MM). The RM will grow and manage a portfolio of complex business relationships. Responsibilities include the acquisition of new business through active calling on centers of influence to solicit referrals, calling on targeted prospects and effectively managing and growing existing complex relationships. Salary range is $109,000.00 - $144,016.95/annually. Job Grade, EX 16(B). Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * A Bachelor's Degree in Business Administration, finance or related field, or equivalent work experience * Five (5) years of direct business relationship management experience with emphasis on commercial real estate, complex credit and middle market business lending Additional Preferred Education & Experience: * Credit analysis or financial statement analysis experience related to business lending i.e. In-house commercial training program or formal credit training program, such as RMA, Omega, or Pacific Coast Banking School Minimum Knowledge and Skill Requirements: * Excellent communication skills, both written and verbal * Strong knowledge of loan products and processes with emphasis on Commercial Real Estate, i.e. Business Term Loans, and SBA guaranty loans, and Lines of Credit, etc. * Ability to cross-sell products, along with proven sales and product expertise with business clients * Possess advanced relationship management, new business development and sales prospecting skills * Possess a good understanding of which types of businesses are a good fit for the loan products and deposit services that our Credit Union offers * Strong organizational time management skills with ability to grasp concepts and processes quickly * Strong teamwork skills, both within Business Dept. and all Credit Union departments * Strong problem solving skills; understanding when to elevate situations to supervisor for assistance * Member focused with excellent interpersonal skills and communication skills COMPETENCIES: * Customer Focus * Negotiating * Integrity and Trust * Written Communications * Self-Development * Time Management WORKING CONDITIONS/ENVIRONMENT: The job requires the employee to sit and stand a majority of the time. Infrequent lifting of up to 25 pounds may be required. The incumbent must have their own transportation and a valid driver's license and insurance. The position will require frequent travel to branches and business locations. Some travel will include our Maricopa and Pinal Counties. The employee must be able to work a minimum of five-day workweek (40 hours) with availability for nights and/or weekends as required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: 1. Acquires business loans and deposit accounts - Prospect in an assigned territory to bring in new business members, and develop a referral network; i.e. [Branch and/or Corporate employee referrals; CPAs, Commercial Real Estate Brokers; Chamber of Commerce and other community contacts] to expand the business member base of loans and deposits. 2. Develops, services, and retains relationships with small business members. Retention of the member base through value added and exceptional service is required. 3. Expands and retain relationships - Profile new and existing business members to ensure cross-sell of deposits, cash management, loans, and other credit union products. Follow up on all business accounts to ensure the full opportunity has been captured. 4. Works with other departments to uncover sales opportunities both current and potential business members. Make referrals to branches and other departments; i.e. Investments, consumer loans, etc. 5. Consistently provides a high level of member service to business members. 6. Manages profit and loss risk associated with portfolio, including loan grading, loan pricing. Makes decisions on NSF/Overdraft business checking accounts for pay or return directive. 7. Works directly with Business Loan Processor to insure the timely, accurate delivery of documentation as it pertains to loan closings and audits. 8. Serves as a resource for less experienced RMs and branch employees. 9. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer 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.
    $109k-144k yearly 1d ago
  • Private Banking Relationship Manager - Phoenix and/or Scottsdale (AZ)

    Banktalent HQ

    Relationship manager job in Scottsdale, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. We are looking for a Private Banking Relationship Manager in Phoenix or Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients. Essential Functions: Works as a team to holistically deliver all services of wealth management. Focuses on building a portfolio of high net worth clients by leveraging your external network. Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Ability to build strong, trusting internal partnerships. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and make recommendations as needed. Other duties as assigned. Qualifications: Requires a Bachelor's and with 6+ years experience with lending, investments, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Strong sales, self-management, credit analysis, loan structuring, and relationship management skills. Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of proactive service quality. Intermediate computer skills including Salesforce, excel, word processing and spreadsheet software. FINRA Licensing is a plus but not necessary (SIE, Series 7, Series 66 and State Life/Health Insurance). Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
    $62k-99k yearly est. 2d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Relationship manager job in Phoenix, AZ

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $58k-79k yearly est. 2d ago
  • Major Account Manager

    Arista Networks, Inc. 4.4company rating

    Relationship manager job in Phoenix, AZ

    Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data center, campus and routing environments. What sets us apart is our relentless pursuit of innovation. We leverage the latest advancements in cloud computing, artificial intelligence, and software-defined networking to provide our clients with a competitive edge in an increasingly interconnected world. Our solutions are designed to not only meet the current demands of the digital landscape but to also anticipate and adapt to future challenges. At Arista we value the diversity of thought and perspectives that each employee brings to the table. We believe that fostering an inclusive environment, where individuals from various backgrounds and experiences feel welcome, is essential for driving creativity and innovation. Our commitment to excellence has earned us several prestigious awards, such as Best Engineering Team, Best Company for Diversity, Compensation, and Work-Life Balance. At Arista, we take pride in our track record of success and strive to maintain the highest standards of quality and performance in everything we do. Job Description Who You'll Work With As a team member of the Arista Sales team, you are the face of Arista to our customers; their internal champion for the problems they need to solve. As their champion you will align Arista's technical resources to achieve your customer's business outcome. You will partner with some of the most skilled Customer Engineers in the industry in addition to our Professional Services and Executive teams to help them understand how to execute on your customer's behalf. Our sales teams have a culture of team success, where you'll collaborate and be supported by like minded sales professionals. What You'll Do The Account Manager role will act as a trusted advisor and implement sales strategies to exceed sales targets within enterprise level accounts in Arizona. Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center and networking solutions is highly desirable. Job Responsibilities: Exceed measurable sales objectives and extend the Arista brand within a named list of enterprise accounts. You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including; Software-Driven Cloud Networking solutions, EOS (Open Source Network OS), Cognitive Campus Networking, WIFI Campus networking, and Cloud Vision (Network Automation & Telemetry), Monitoring Fabric solutions (Big Switch) in addition to NDR, Endpoint and AI driven Network Identity Access security solutions. Meet with key influencers, decision-makers, and C-levels to present Arista's value proposition. Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership. Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions Establish and manage key channel relationships in your territory. Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers. Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums. Collaborate with Arista peers on marketing plans and best practices. Keep up-to-date with technology partner solutions, competing solutions and competitor strategies. Qualifications You possess a hunter mentality and have a proven track record of technology sales including cultivating relationships with existing customers in addition to penetrating new logo accounts. You are an influencer and possess the ability to act as a trusted advisor to deliver business value to both end users and key business stakeholders. Our team looks for individuals who embody our values of trust, compassion, collaboration, respectfulness, integrity, and good-natured fun. Minimum Job Requirements: BS/BA degree or equivalent in addition to 8+ years of technology sales experience. Proven track record of direct selling into target accounts within the assigned territory and exceeding sales targets You possess relevant data center or networking (LAN/WAN, SDN) industry background from a technology partner, competitor, channel partner or end user is a a requirement. Strong rolodex and relationships within the territory Excellent people skills and ability to build relationships at all levels You possess previous selling experience and technical acumen in one or more of the following areas; Networking, SDN, NFV, Switching, Network Automation, Routing, Data Center, Edge Computing, Network Virtualization, Hyper converged infrastructure or Cloud computing. Additional Information Arista Networks is an equal opportunity employer. Arista makes all hiring and employment-related decisions in a non-discriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other factor determined to be unlawful under applicable federal, state, or law law. All your information will be kept confidential according to EEO guidelines.
    $129k-173k yearly est. 1d ago
  • Customer Success Manager

    Ajulia Executive Search

    Relationship manager job in Phoenix, AZ

    Requirements Monitor client health by tracking adoption, engagement, satisfaction, and performance indicators to ensure strong account stability Develop targeted strategies for at‑risk accounts to reduce churn and strengthen overall client outcomes Lead structured business reviews to evaluate performance against KPIs and identify opportunities for continuous improvement Manage the full renewal cycle by coordinating cross‑functional teams and mitigating risks to secure timely contract execution Drive account expansion by uncovering new opportunities, partnering with Sales on upsell/cross‑sell, and demonstrating solution ROI Provide industry and compliance expertise by staying current on regulations and translating QA/QC capabilities into clear business value for stakeholders Qualifications Bachelor's degree in Business, Engineering, Life Sciences, or a related discipline; an advanced degree is advantageous More than five years of experience in Client Success, Account Management, or Quality Management within regulated industries Aerospace experience is a plus Deep expertise in quality systems, compliance frameworks, and key industry certifications (e.g., AS9100, GMP, GLP, GDP, ISO 9001, ISO 13485) Demonstrated success in overseeing enterprise‑level clients within technical or regulated environments Capacity to convert complex technical or regulatory material into clear, client‑accessible language Salary: $75k-$95k Ask for: Aarti Manchanda Ajulia Executive Search is a New Jersey based Executive Search Firm specializing in retained searches in multiple sectors, including Manufacturing, Finance, IT, Legal, and Pharmaceutical. We have a nationwide client base and offer services in temporary and direct hire placements
    $75k-95k yearly 1d ago
  • Account Manager

    Airgas, Inc. 4.1company rating

    Relationship manager job in Phoenix, AZ

    Airgas is hiring for a Account Manager in Phoenix, AZ! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the wor Account Manager, Manager, Sales Associate, Management, Diversity, Manufacturing, Accounting, Territory
    $68k-99k yearly est. 3d ago
  • Equity Compensation Client Service Manager

    Equiniti

    Relationship manager job in Phoenix, AZ

    ***This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events** Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: ******************* EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration. Core Duties/Responsibilities The successful candidate will be responsible for the following: Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases Document client procedures Maintain client service levels Liaison with brokers and transfer agents Project manage client initiatives Be an ambassador to the marketplace for our products and services Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors: Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred 3+ years in the Equity Administration Industry Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years Expertise utilizing the Equitrax stock administration platform preferred but not required Experience in Transfer Agents and Employee Plans Demonstrated analytical, problem-solving skills, and strong attention to detail Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration Must be able to effectively read, write and speak English May require the need to travel to other locations Willing and able to work extended hours as needed Compensation $68,000 - $100,000 + Merit We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
    $49k-79k yearly est. 2d ago
  • Account Manager, Clinical Laboratory & Transfusion Medicine - Arizona

    Quidelortho

    Relationship manager job in Phoenix, AZ

    The Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic. Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all. The Role At QuidelOrtho, we're advancing the power of diagnostics for a healthier future for all . Join our mission as our next Account Manager, Clinical Laboratory & Transfusion Medicine in Arizona. The Account Manager, CL/TM is a front-line, customer-facing, quota-carrying role responsible for driving sales and growth of QuidelOrtho's Clinical Laboratory (CL) and Transfusion Medicine (TM) product lines. This role manages a geographic territory or a portfolio of named accounts, serving as the primary point of contact for customers. Key responsibilities include achieving instrument sales targets, growing assay and reagent utilization, and ensuring customer retention. The role requires a consultative, value-driven sales approach, supported by collaboration with cross-functional teams to deliver tailored solutions that meet customer needs. Success in this position is measured by the ability to meet territory revenue and profitability goals while delivering a best-in-class customer experience.This is a field based position supporting and located in Arizona. The Responsibilities Drives sales with current customers for all CL and TM products, instrumentation, and services offerings within an assigned territory or list of named accounts. Meets equipment revenue targets. Grows menu for CL and TM by setting up personal credibility, illustrating QuidelOrtho value propositions, demonstrating product capabilities, and successfully managing highest probability opportunities to close. Maximizes customer retention rates by ensuring customer satisfaction, executing customer touchpoint/call plan, territory management and is the single point of contact for all problem resolutions, and anticipates and defends against competitive threats. Develops and executes strategic territory and account plans to prioritize, retain, and expand current CL and TM accounts. Partner with fellow QuidelOrtho sales partners to drive customer instrument and assay retention opportunities. Develops and executes customer touchpoint/call plans based on customer's buying cycle; manages opportunities both within and outside of buying/sales cycle; leverages strategic selling framework to close sales opportunities. Partners and collaborates with other within our sales organization to retain and expand menu as well understand and execute IDN strategy. Provides prompt and accurate sales forecasts, activity, account updates, and reports via CRM system; Effectively manage sales pipeline from lead acquisition to contract signing by focusing and advancing customers through the sales process. Represents QuidelOrtho at trade shows and professional meetings. Meets or exceeds established touchpoints per week. Perform other work-related duties as assigned. The Individual Candidates should be aware that the Company currently requires customer-facing workers to meet Customer Credentialing requirements which may include but are not limited to, up to date immunizations. The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the company to do so as provided under federal, state, and local law. Required: Education: Bachelor's Degree Experience: Minimum of 3 years of sales experience in the Healthcare industry required with knowledge of B2B sales and/or capital equipment. Sales and/or technical experience in the medical device/life science/diagnostic market required. Strong strategic marketing, consultation and data analysis skills are essential for building customer retention and managing financial performance. Strong strategic thinking skills and with the ability to translate strategies into executable tactical action plans. Ability to deliver results while working in a highly independent and fast-paced team environment. Commercial & Business acumen. Proficient at uncovering key business issues and providing insightful, actionable recommendations for improvement. Entry-level people management and people development skills. Manages complex sales cycle internally and externally. Ability to analyze financial data and generate logical strategies and plans based on analysis. Proficiency in MS Office (i.e., Outlook, Word, Excel, PowerPoint). Strong presentation and negotiation skills. Proficiency in selling with digital assets. Solid communication skills - written and verbal. Ability to uphold and support individual and company values. High degree of ethics and professionalism while interacting with customers, vendors, and co- workers. Ability to handle confidential information is required. Ability to work under general supervision following established procedures required. Travel: Up to 70% domestic overnight travel Preferred: 5 years of sales experience in the Healthcare industry required with knowledge of B2B sales and/or capital equipment. Experience with hospital or physician office sales, medical devices, distributor sales, and/or national accounts is preferred. QuidelOrtho employees: Graduate of Sales Development Training Program would be eligible for an Associate Account Manager, FAS with 3+ years' experience and a proven track record of success of performance (NPS score, TOR, activity, menu expansion, etc.) in account management, customer retention, and consultative business skills may be considered. Key Working Relationships Customers: Serve as main point of contact for existing CL/TM customers. Field Sales: Partners with Strategic Account Executives on IDN-related opportunities and government sales managers on government opportunities. Collaborates with automation specialists to identify and sell automation solutions. Coordinates account coverage and strategy with cross functional account managers and drives lead and introductions to business development teams. Brings in appropriate overlay roles as needed. Field Service: Partners with Field service team to ensure customer satisfaction and facilitate a positive customer experience. Project Management: Serves as customer liaison on project implementation and coordinates with internal resources to ensure a high level of customer experience with QuidelOrtho solutions. Technical Specialists: Works Technical Specialist colleagues to ensure customer has sufficient technical support, coordinate implementations and collaborate on menu expansion as needed. Distribution Partners: Works with Channel team to support customer buying through distributors. Marketing & Commercial Enablement: Partners to deliver on marketing initiatives and with data analytics team to manage performance metrics. QuidelOrtho Management: Interacts with Sales Leadership, Specialty Sales, Strategic Markets and Distribution to maximize the achievement of corporate goals and collaborate with other areas of the organization as needed (e.g., Finance, HR, IT, Customer Service, etc.). The Work Environment Typical outside sales environment. Must have the discipline, organizational skills and self-motivation to work autonomously in a home office environment. The Physical Demands Must be physically able to travel up to 70%. Must maintain a valid driver's license and must own and maintain an automobile suitable for travel to customer sites, airport, etc. Travel includes airplane, train, automobile, and overnights. On a typical workday, 80% of time meeting with people and customers, 20% of the time on computer, doing paperwork, or on the phone. Must be able to lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. While performing the duties of this job you are regularly required to use hands and fingers to handle or feel and talk or hear. Frequently required to stand, walk, and sit. Occasionally required to reach, climb, or balance. Salary Transparency The salary range for this position takes into account a wide range of factors including education, experience, knowledge, skills, geography, and abilities of the candidate, in addition to internal equity and alignment with market data. At QuidelOrtho, it is not typical for an individual to be hired at or near the top range for their role and compensation decisions are dependent on that facts and circumstances of each case. The salary range for this position is $80,000 to $100,000 and is eligible for incentive compensation. QuidelOrtho offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance, along with a 401(k) plan, employee assistance program, Employee Stock Purchase Plan, paid time off (including sick time) and paid Holidays. All benefits are non-contractual, and QuidelOrtho may amend, terminate, or enhance the benefits provided, as it deems appropriate. Equal Opportunity QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at . #LI-AC1 #LI-Remote
    $80k-100k yearly 1d ago
  • Client Relationship Manager (Pharmacy Technician License Required)

    The Strive Group 3.8company rating

    Relationship manager job in Mesa, AZ

    Before we opened Strive Pharmacy we were unsatisfied with the current state of the pharmaceutical industry. Most of the current pharmaceuticals only offer a one size fits all approach and often come with unwanted and potentially dangerous side effects. We found that through compounding we can offer a much more personalized solution to medicine. Through this we have been able to help patients get the results they are seeking for their personal needs. After years of working for corporate chains we took the risk and opened Strive Pharmacy. We are dedicated to providing a better experience for each customer and clinic that we work with. Come see the Strive difference. Our Mission We're flipping the script with personal medicine. We strive to interrupt an industry that has been closed to personalized care, accessibility, and nuance for too long. We strive to shift a reactive view of self-care and ignite a proactive baseline-shifting approach to health for all. ‘The human element' is our crux and catalyst, driving all that we do, whether we're interacting with patients, providers, or practices. We're here to partner with those ready for a change. More than a compounding pharmacy, we're on a mission to positively disrupt healthcare as we know it. Strive is about more than medicine. Strive is about striving for the personal side of healthcare. Location: 120 W 1st. Ave, Mesa, AZ Hours: Will be discussed between the hours of 8:00am - 5:30pm Position Type: Full-Time, with continued flexibility into hybrid work as you train and acclimate to the role. Pay: $55,000 - $70,000 Position Overview The Client Relationship Manager (CRM) is responsible for managing and nurturing relationships with the company's customers to ensure their satisfaction and retention. This role involves acting as a liaison between customers and internal teams to guarantee that customer's needs and goals are met effectively. The CRM will focus on service delivery, customer satisfaction, and operational efficiency. Key Responsibilities: ● Develop and maintain strong relationships with key clinic stakeholders. ● Act as the primary point of contact for assigned clinics, ensuring clear and effective communication. ● Provide timely and accurate information to clients regarding products, services, and policies. ● Conduct regular meetings with clinics to review their needs, satisfaction, and service delivery. ● Provide updates such as delays, new product launches, and any news related that could directly affect their business. Service Delivery and Operational Efficiency: ● Coordinate with internal teams to ensure timely and accurate delivery of services to patients/clinics. ● Educate clients on best practices and product features to enhance their experience and usage. ● Monitor and optimize operational processes to enhance service quality and efficiency. ● Address and resolve clinic issues and operational challenges promptly by pairing with the Client Experience Manager ● Collaborate with internal teams (e.g., data entry, customer service, product development, and shipping) to ensure client requirements are understood and met. This can include meetings with lab departments to give projections for products over time to guarantee sufficient inventory. Client Satisfaction and Feedback: ● Gather client feedback to understand their satisfaction levels and areas for improvement. ● Implement changes based on client feedback to enhance service delivery. ● Conduct clinic satisfaction surveys and report findings to senior management. Required: ● Active pharmacy technician license in the state you are located in/will be working out of ● Active national pharmacy technician certification (PTCB/ExCPT) or be willing to obtain one within 90 days of employment (at your own expense) ● Minimum of 2 years of hands-on experience in a pharmacy setting ● Exceptional customer service abilities, with a focus on patient care Preferred: ● Strong verbal and written communication ● High level of professionalism and adherence to workplace etiquette ● Superior organizational skills, with attention to detail and efficiency Annual Salary$55,000-$70,000 USDBenefits/ Perks Strive Pharmacy provides a comprehensive benefits package that encompasses various perks such as employer paid healthcare coverage available after 30 days of employment, the choice of an FSA/HSA, a voucher for new hire scrubs (if applicable), parental leave, a 401(k) plan with matching contributions, and the benefit of weekends and holidays off. FREE COMPOUNDED MEDS to employees and immediate family members. Culture At Strive, culture plays a fundamental role in shaping our workplace atmosphere. Beyond our exceptional benefits package, we foster a sense of community. Throughout the year, we arrange various holiday potlucks and festive celebrations. Strive is committed to promoting both personal and professional development, striving for our employees to excel and grow in every aspect of their lives, both within and outside of the workplace. EEO Strive Pharmacy is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state or local laws. Disclaimer*** Please do not call the pharmacy location with questions about your application or interview. A talent acquisition partner will reach out to you.
    $55k-70k yearly Auto-Apply 2d ago
  • Regional Relationship Manager

    Lessen 3.9company rating

    Relationship manager job in Scottsdale, AZ

    Lessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago. Job SummaryThe Regional Relationship Manager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability. Responsibilities· Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.· Provide supporting data and analytics to ensure informed decisions are made when choosing vendors· Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis· Uncover/understand client objectives, challenges and needs by performing regular client needs assessments· Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships · Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. · In project checks pre & post with focus on Quality Control. · Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. · Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization· Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership· Perform work under general supervision; carefully reviews the details and accuracy of work performed · Travel expected up to 40% of the time· Performs ad-hoc projects and other duties as assigned Role Specific Skills· Computer Skills: Microsoft Word, Excel, PowerPoint, · System Experience: Reno Walk, Scopesy, etc QualificationsMinimum Qualifications· High School Diploma or greater · 4 years of experience in Construction, Quality Control, Customer Service, or similar Why Lessen:· Competitive compensation· Health, Dental, Vision, Life, Disability options· 401K retirement savings plan· Paid vacation, federal and floating holidays· Maternity/Paternity Pay· Career advancement opportunities· All the tools you'll need to be successful Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen 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, age, protected veteran or disabled status, or genetic information.
    $65k-102k yearly est. Auto-Apply 34d ago
  • Consulting Actuary/ Client Relationship Manager

    Ccg Business Solutions 4.2company rating

    Relationship manager job in Phoenix, AZ

    CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client Relationship Manager Job Description ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices. The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region. The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include : Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Innovation of the client deliverable and industry presence, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry, Applying an understanding of complex actuarial concepts, methods and applications, Collaborating with others at Segal to build and maintain effective and influential client relationships, and Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market. The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. Qualifications Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment, Minimum of an undergraduate degree, Minimum ASA accreditation (FSA preferred), Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Demonstrated success as a relationship builder/collaborator, Demonstrated experience and success in managing client relationships, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and Ability and interest to travel as needed to meet with clients and prospects. Additional Information Base Salary - USD $121,000-$180,000 Plus opportunity for a discretionary performance bonus based on company profitability and employee performance Our highly competitive compensation package and outstanding benefits All your information will be kept confidential according to EEO guidelines.
    $121k-180k yearly 2d ago
  • Wealth Client Relationship Manager

    Nuveen Investments 4.9company rating

    Relationship manager job in Phoenix, AZ

    Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-31 Base Pay Range: $30.05/hr - $42.07/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $30.1-42.1 hourly 8d ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Avondale, AZ

    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Phoenix, AZ. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
    $75k-131k yearly est. Auto-Apply 60d+ ago
  • Commercial Banker

    Solid Rock Recruiting LLC

    Relationship manager job in Phoenix, AZ

    Job Description Commercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities Originate and manage commercial loans, including: Commercial Real Estate (CRE) C&I (Commercial & Industrial) Build, manage, and grow a commercial loan portfolio Analyze borrower financials and assess credit risk Prepare and/or review credit memos and financial spreads Partner with internal credit and underwriting teams throughout the loan process Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background 3+ years of commercial lending experience Demonstrated annual production and loan origination history Strong commercial credit foundation, including: Formal credit training and/or prior Credit Analyst experience Ability to read and interpret financial statements and spreads Underwriting experience (hands-on preferred) Experience managing and growing a commercial loan portfolio Existing book of business is a plus, but not required Experience with CRE and/or C&I lending Why This Role Relationship-driven lending environment Opportunity to make a direct impact on clients and the local market Access to leadership and decision-makers Supportive credit and operations teams Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. brian@solidrockrecruiting.com (605) 910-9530
    $45k-76k yearly est. 19d ago
  • Commercial Banker

    Dickinson Financial Corporation 4.4company rating

    Relationship manager job in Scottsdale, AZ

    Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank. Principal Accountabilities: Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional). Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information. Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products. Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM. Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests. Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking. Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties. Mentors less experienced commercial banking associates through delegation of duties and oversight of work. Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform. Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business. Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success. Maintains client information in complete confidence. Completes other specified duties as assigned. Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
    $28k-40k yearly est. 1d ago
  • Deposit Relationship Manager - Phoenix/East Valley (AZ)

    Banktalent HQ

    Relationship manager job in Phoenix, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. National Bank of Arizona is excited to offer an opportunity as a Deposit Relationship Manager to an experienced candidate to primarily focus on developing new commercial depository and treasury management relationships. This position may be based at either our Biltmore Corporate Office in Phoenix or at an East Valley office location. Essential Functions: Manage a portfolio of deposit business clients, bringing in new relationships and expanding the existing portfolio. Develop prospects from self-sourced leads, including existing customers, referral leads, bank partners, and other sources. Partner with other lines of business or fee income partners to make proposals to new and existing clients. Prepare RFP responses, sales proposals, and relationship reviews in a timely and professional manner, including recommendations to the appropriate bank partners Coordinate client service requests with the Specialty Deposits servicing group. Perform other duties as assigned. Qualifications: Requires a bachelor's degree in finance, business or a related field and 8+ years of commercial business development experience for a financial institution. Experience may substitute for education. Requires an in-depth knowledge of and experience in business development, treasury management and bank products and the ability to self-source new business through internal and external networks. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits, including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
    $63k-99k yearly est. 4d ago
  • Commercial Banker

    Dickinson Financial Corporation 4.4company rating

    Relationship manager job in Scottsdale, AZ

    Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank. **Principal Accountabilities** : + Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional). + Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information. + Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products. + Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM. + Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests. + Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking. + Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties. + Mentors less experienced commercial banking associates through delegation of duties and oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform. + Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business. + Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success. + Maintains client information in complete confidence. + Completes other specified duties as assigned. + Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours. **Minimum Qualifications:** + Bachelor's degree in finance, accounting, or business administration required; MBA or other related graduate degree preferred. + Proven track record of relationship-based business development. + Minimum five years of related commercial lending or portfolio management experience. + Strong credit analysis skills. + Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment. + Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents. **Physical Requirements:** The work environment is typical of a standard office or retail banking setting. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to ten pounds of force. If associate is approved for any hybrid work locations, lifting of about 5 lbs. (laptop) is required twice daily. Position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. The position involves frequent, sustained periods of sitting but also frequent, sustained periods of standing or moving from one worksite to another, including for example client locations, community events, and/or building sites. Position requires the ability to timely transport oneself from one local work site to another local work site via automobile or public transportation on a regular basis. Exposure to the elements is possible while outdoors. Depending upon specialty/geographic area assigned, position requires the ability to travel outside of local area, necessitating the ability to travel via airplane or other public transportation on an occasional basis. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
    $28k-40k yearly est. 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Gilbert, AZ?

The average relationship manager in Gilbert, AZ earns between $51,000 and $120,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Gilbert, AZ

$78,000

What are the biggest employers of Relationship Managers in Gilbert, AZ?

The biggest employers of Relationship Managers in Gilbert, AZ are:
  1. US Pharma Lab
  2. Morgan Stanley
  3. Bank of America
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