Relationship manager jobs in Greenville, SC - 170 jobs

And be part of something bigger. Experience a workplace where youre encouraged to be yourself, supported to succeed, and inspired to keep learning. Thats what it means to live The Gallagher Way. Overview We are seeking a Client Service Manager to j Client Service, Service Manager, Manager, Client Relations, Benefits, Business Services

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The TDCDC Relationship Manager is an external sales role which focuses on growing TDCDC's portfolio through building new relationships and leveraging TD's New Markets Tax Credit (NMTC) Program. This role meets or exceeds annual production, deployment, revenue & new customer objectives, while also driving measurable and sustainable community impacts in alignment with TDCDC's mission as a Community Development Entity (CDE). The TDCDC Relationship Manager builds new relationships by originating innovative debt, equity, and tax credit financing solutions, and cross selling the full range of products and services offered by TD Bank. This role is the primary contact for developing new client relationships while managing existing customer relationships. Depth & Scope: Develops and manages relationships with existing and prospective clients, Community Development Entities, economic development agencies (EDAs), consultants, mission driven financial institutions (MDFIs) and industry coalitions Originates and manages lending and investment opportunities involving New Markets Tax Credits and mission driven financial institutions (MDFIs), including CDFIs and MDIs Identifies and prioritizes lending and investment pipeline; assist in deal structuring and underwriting alongside credit management and asset management teams; lead internal approval processes; and facilitates closings Negotiates complex legal documents while memorializing business deal terms Manages portfolio of NMTC and MDFI relationships to provide professional client services and where applicable, manage throughout the compliance period and negotiate exit Responsible for acquiring new banking relationships and deepening existing relationships by delivering a OneTD approach, including deposits, treasury services, fee growth, interest rate derivatives, F/X, global trade, TDS/Cowen advisory services Employs astute risk management by maintaining satisfactory credit risk standards and policies, annual reviews, and audit and compliance results. Addresses and mitigates transaction risks and serves as an ongoing resource for credit management and risk partners Assists TDCDC with crafting a comprehensive New Markets Tax Credit Allocation Application on an annual basis. Prepares NMTC and TDCDC presentations to other LOBs, geographies, senior management, clients, prospects, COIs, community organizations, coalitions, and industry conferences Assists in managing TDCDC's internal stakeholder relationships, including Loan Ops, Tax, Finance, Specialty Accounting, Govt. Relations, Risk, Credit Management, Compliance, Legal, and Retail Represents TD effectively through external engagement via industry association participation, legislative and regulatory advocacy efforts, and other public events such as ribbon cutting events, attending conferences, and interacting with various influential community members Stays informed on industry developments, trends, and competitive data, functioning as industry expert for TD Bank Education & Experience: 4 year degree or equivalent experience 5+ years related experience Strong understanding of commercial business development techniques and credit decisions Demonstrates business development track record Strong market presence with wide network of outside referral sources for new business Demonstrates credit and financial analysis skills Refined negotiation skills Demonstrates communication skills, both verbal and written Demonstrates PC skills Membership in civic and professional organizations required Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES Has responsibility for developing new business through sales efforts in a SouthState metropolitan market. Manages a high level loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are in compliance with State and Federal regulations and Bank policies and procedures. Success in the role is defined by efficacy in calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships internally and externally. ESSENTIAL FUNCTIONS * Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a SouthState metro market * Develop consultative relationships with prospects and clients in order to add value by delivering appropriate banking solutions * Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure and pricing meeting the needs of the client and the operating objectives of the Bank * Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth and Retail * Underwrite loan requests within the parameters of the Bank's policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval * Manage and service assigned loan portfolio * Ensure that all required documentation is in file for all loans and deposits * Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review * Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available * Price each loan and deposit product according to current Bank pricing guidelines * Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations * Demonstrate a commitment to fair lending practices * Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions * Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations * Resolve client problems and assists with general inquiries * Provide superior service to existing clients * Builds and maintains a positive working relationship with COI's and others in the community to enhance the Bank's image and reputation in the marketplace Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements Education: * A Bachelor's degree in business, finance, banking or related field is required. Graduation from a recognized school of banking is an asset. Experience: * Minimum of 5-10 years commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities Knowledge: * Extensive knowledge of all Bank products, services, procedures and practices * Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures * Familiarity with the local business community is strongly preferred. Skills: * Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is located in a private office. The position is located inside an cooled and heated facility with ability to go to a break room or rest room during breaks. TRAVEL This position may require some travel from time to time. Equal Opportunity Employer, including disabled/veterans.

Salary: $55-65K Is this your perfect fit? Are you a self-motivated enthusiast able to make multiple outbound sales calls to build, secure and maintain a consultative and personal relationship with business partners to increase the over all sales volume for a company? Do you like the inside sales space working business to business with fantastic 9-6 hours? Are you inspired to work in the financial lending space providing consultative conversations with business partners? If that describes you, we need to talk! What your future day will look like: Train newly signed business clients on the deal submissions and funding process Work closely with customer onboarding team to effectively explain processes and provide an ease in the co-working relationship Maintain and grow relationships to increase deal volume through daily phone calls and emails. Benefits Offered: Monthly bonus incentives for reaching KPIs Full benefits including medical, dental and vision 401k with 3% match PTO and holiday pay Health Savings plan Employer paid life insurance Type: Direct Hire To be a champion in this role, you will need: Required: GED/Diploma 2 years sales experience and 1 year account management 2 plus years of sales experience with proven track record of competitive sales success and 2 years account management experience. Solutions based thinking and comfort in inside sales Integrity Organization and Planning Data Comprehension Teamwork We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps. If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for. Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.

Location: 1200 Woodruff Rd, GREENVILLE, SC, 29607 Would you like a new career where you get training and have an opportunity to advance? Do you want a more consistent schedule?In this role, you are a key team member in upholding our commitment to customer satisfaction and professionalism. With a career at Molly Maid, you will bring customers joy and relief, and reward yourself in the process. Ready to join a company and a team that will support you? Apply today - we're ready for you!Prior customer service, sales, cleaning experience or equivalent experience with the ability to learn and provide an electrifying culture is a must!This job is right for you if you are self-motivated, thrive in fast moving environments, and can manage time to effectively to meet deadlines. We'll teach you everything you need to know about what makes Molly Maid unique including our proven cleaning process, commercial grade equipment and supplies, and our unique culture. Once you've enjoyed the Molly Maid training, you'll delight customers with our simple and proven sales process and exceptional communication and follow through. You'll be our lead brand ambassador!In Office / In Field - Not a work from home position. 7:30 am start time. We provide:· Proven training on our proven systems that delight customers. Come grow with us!· Warm leads that reached out to us for our services · Branded comfortable clothing· A stable and consistent working schedule If you like working with great people, working as a team, and growing in a career, APPLY NOW! Benefits & Pay• Pay range $16 - $20 per hour base pay, incentive and bonus programs available. • Accrual based time off• Health insurance options In this role, you will be responsible for:· Kick off our day! - Connect with our teams and set them up for a successful day. Manage and monitor teams' performance through efficient scheduling. · Grow and retain customers - Answer phone calls with a smile and book estimates and cleans for our valued customers. Do this, and we'll celebrate milestones as a team and have fun in the process!- Communicate with customers and leads in a friendly, positive, and professional manner - Our team members love our customers, and you will too. Show them you care about their home; make a connection and you'll win. - Perform marketing and sales - Grow and retain customers by creating connections with strong written and verbal communication skills. Perform estimates and in home visits. - Be a brand ambassador - Respond, resolve, and follow up with customers, schedule estimates, and be ready to jump in where needed. Navigate routing systems and administer the CRM process. · Jump in - Return customer calls, respond to customer complaints, and be ready to jump in where needed. Embrace our culture of teamwork and let your positive attitude energize the team. This job will be a great fit for you if…You feel energized when talking with customers over the phone. You can 'work with anyone' and get along well with different types of people. You'll be spending a lot of time as a team working together. You can meet customer expectations to deliver an experience that they will recommend to their friends and family. You take pride in your attention to detail and a job well done. You are comfortable with a computer and technology, especially Microsoft office. You have strong interpersonal, oral and written communication skills. You can multi-task, prioritize, and manage time effectively. You are eager to jump in and help wherever needed with our teams Job RequirementsMinimum requirements to be considered for sales, estimating, customer service position include:· Legally authorized to work in the United States· Complete a satisfactory background check · Valid South Carolina driver's license with satisfactory driving record· Available to work 7:30am start time Monday thru Friday· Work an occasional Saturday (3-4 times a year)- At least 2 years of supervisory or training experience- At least 4 years of direct sales experience- At least 4 years of office management experience including customer service and recruiting- Desk top skills with Microsoft Office applications (Outlook, MS Word, MS Excel) Ready for a fresh start where you can be your best? If that's you, APPLY TODAY!"You are applying to work for a franchise owner of Molly Maid, not MOLLY MAID SPV LLC or any of its affiliates. If hired, the franchise owner will be your only employer. Franchise owners are independent business owners who are solely responsible for their own wage and benefit programs that can vary among franchise owners. This job description is meant to describe the general nature and level of work being performed. "

United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of an existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acumen. What You'll Do Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services and offering other bank services. Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners. Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures Provide guidance to credit analysts and/or portfolio managers Take a balanced approach to quality, profitability, and growth Advocate for your clients within the context of United Community's credit standards and current economic conditions Network with clients to identify avenues for new business opportunities Requirements For Success Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training, and experience 5+ years of commercial and/or middle market banking experience Strong understanding of credit, commercial products, and financial statement analysis Sales and relationship building skills Proven ability to achieve individual goals while working within a team-based sales environment Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike Proven ability to work independently toward reaching and exceeding quarterly and annual goals Active in the Community through industry groups, networking events, and board/volunteer services Conditions of Employment Must be able to pas a criminal background & credit check FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Primary Office Location:101 E. Washington Street Suite 100. Greenville, South Carolina. 29601.Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives. Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards. Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay. Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions. Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business. Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a lending banking position and in an equivalent customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio of existing and new loan customers including cross-selling new loans, products and services while ensuring compliance with the Bank's lending policies and procedures. A Commercial Banker's main focus is on loan amounts $1 million and up. RESPONSIBILITIES: * Analyze loan markets to develop new prospects and build a strong portfolio of commercial customers. * Maintain positive, professional relationships with customers and continue communication for growth of portfolio. * Production focused to build a book of business. * Analyze applicant's financial status, credit, and property evaluation to determine feasibility of loan request. * Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered. * Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately. * Actively participates in the Community by attending events and being active in organizations to promote the Bank's business products and services and build relationships. * Ensures loan closing and funding activities occur timely. * Identify complex situations, review related information to evaluate and develop an acceptable solution. * Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank's policies to remain working within the bank's policy guidelines. * Maintains knowledge of compliance requirements for banking. Handles all customer interactions and file records in compliance with federal and state regulations. * Maintains product knowledge for establishing full banking relationships with commercial customers. * Other duties and projects as assigned. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree required, preferably in business, finance or another related field * Minimum of four (4) years of related experience in Commercial Banking is required. * Formal credit analysis training and working experience in applying is required * Proficiency in Microsoft Office Products is required * Ability to organize and analyze complex financial data is required * Knowledge and understanding of all federal and state regulations regarding lending and related departments and ability to stay current is required * Excellent analytical and mathematical skills and ability to make a credit decision is required * Excellent verbal and written communication skills is required * Demonstrated high level of professionalism and maturity is required * Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development is required * Minimal travel within assigned market is required KEY COMPETENCIES: * Relationship Building * Sales Driven * Self-Motivated * High Business Acumen Essential Functions: * Sitting or standing for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Greenville Nearest Secondary Market: South Carolina Job Segment: Real Estate, Credit Analyst, Banking, Bank, Banker, Sales, Finance

The Medical Banking Officer is responsible for developing, managing, and expanding relationships with medical practices and related businesses with an emphasis on dental and veterinarian practices. This role focuses on delivering customized financial solutions that meet the unique needs of medical professionals, including credit, SBA financing, treasury management, and deposit services, while upholding HomeTrust's culture fundamentals. This position is expected to source business from external calling efforts, and there is a high level of personal monthly loan production, spending approximately 60% to 70% of time outside of the office engaged in business development and consultation activities with clients, prospects, and referral sources. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Develop and execute a business development plan focused on dentists, veterinarians, physicians and other medical practices. * Serve as the primary point of contact for assigned relationships, providing exceptional service and proactive financial advice. * Identify opportunities to cross-sell treasury management, deposit, SBA, lending, and wealth solutions to deepen client relationships. * Partner with internal teams to deliver seamless onboarding and ongoing client support. * Perform business development activity through external calling efforts on existing clients and prospects. * Gather information needed to assess business loan, deposit, and treasury management needs of clients and prospects. * Analyze financial statements and prepare credit packages for new and existing relationships in partnership with credit team. * Collaborate closely with the bank's SBA Lending team to structure government-guaranteed loans that meet the unique needs of healthcare clients (start-up practices, acquisitions, expansions, equipment purchases, and real estate). * Monitor portfolio performance, including covenant compliance, credit quality, and profitability. * Collaborate with Treasury Management to develop business opportunities within existing portfolio and prospects. * Maintain a good working relationship with branches, credit administration, loan operations, deposit operations, mortgage, and all other partner groups, working as a team internally and across departments. * Promote and introduce personal/consumer bank services to customers, including consumer and mortgage loans, IRAs, and certificates of deposit. * Stay informed on trends, regulations, and challenges affecting the healthcare industry. * Provide consultative guidance to clients on financial best practices specific to the healthcare sector. * Represent the bank at healthcare industry events, trade shows, and networking opportunities. * Maintain confidentiality and security of sensitive information. * Adhere to all corporate policies and procedures, Federal and State regulations, and laws. * Complete all mandatory annual compliance training. * Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. * Perform other duties and special projects as assigned. Job Requirements Education: * Bachelor's degree in business, finance or related field. Required: * 5+ years of experience as a business, SBA or commercial banker, with a focus on dental and veterinarian clients strongly preferred. * Experience working with SBA loan programs (7(a) and 504) and partnering with SBA lending teams a plus. * Proven track record of originating and managing a profitable loan and deposit portfolio. * Demonstrated knowledge of bank policies, procedures, and lending practices. * Thorough knowledge of all business lending and deposit products. * Demonstrated knowledge of credit analysis functions and related requirements and procedures. * Ability to successfully complete bank training program(s) for lending (depending on experience and background as a lender). * Highly developed communication and presentation skills. * Ability to resolve customer concerns/issues in a positive way. * Effective team member and demonstrated collaboration skills. * Skilled professional networker. * Excellent attention to detail. * Proficient in Microsoft Office products. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. * This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. * Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. * Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. * The employee will frequently communicate and must be able to exchange accurate information with others. * The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Greenville, South Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs + Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Required Qualifications:** + 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector + Management of an extensive portfolio of clients with annual revenues of$20-$50 million + Proven track record of sales, prospecting new business and enhancing existing relationships + Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends **Desired Qualifications:** + Bachelor's degree in Business, Finance, or Economics (or equivalent relevant work experience) **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Business Development + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial Analysis + Leadership Development + Loan Structuring + Referral Identification + Credit Documentation Requirements + Pipeline Management + Referral Management + Regulatory Compliance + Risk Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing. This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers. With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** Ensures strong relationships with client, regulators, captive directors and key service providers. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers. **Insurance** + Liaison with insurance broker and reinsurance brokers as required. + Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate. + Monitoring of exposures and risk transfer pricing within assigned portfolio. + Assist with regulatory approval for changes to the business plan. + Assist with Board approval for underwriting decisions. **Finance/Regulatory** + Monitoring of domicile solvency and capital requirements + Obtaining regulatory approval of changes to business plan + Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology + Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required. + Assist with the adoption of appropriate accounting practices and ensure adherence thereto. + Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds + Assist Client Service Team with co-ordination of board meetings + Ensure timely production of board papers. + Ensure timely production of minutes and review prior to distribution. + Action matters arising from client meetings + Ensure relevant company secretarial functions are performed in a timely manner. + Ensure compliance with Corporate Governance. **Management** + To participate in and provide input on strategic and major operational issues. + Assume responsibility for a specific area of company strategy. + To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments. + Keep Practice leadership apprised of client developments. + Entertain clients & prospects as required. + Support Senior Executive in performing board insight, perspective & thought leadership as required + Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office. **Qualifications** **The Requirements** + 2-4 year degree in Accounting, Finance or related area + Computer Skills + A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution + Willis Towers Watson knowledge (platforms, structure, etc.) + Ability to monitor quality control Client relationship skills + Project Management skills This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $70,000-$100,000 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**

As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing. This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers. With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Ensures strong relationships with client, regulators, captive directors and key service providers. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers. Insurance * Liaison with insurance broker and reinsurance brokers as required. * Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate. * Monitoring of exposures and risk transfer pricing within assigned portfolio. * Assist with regulatory approval for changes to the business plan. * Assist with Board approval for underwriting decisions. Finance/Regulatory * Monitoring of domicile solvency and capital requirements * Obtaining regulatory approval of changes to business plan * Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology * Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required. * Assist with the adoption of appropriate accounting practices and ensure adherence thereto. * Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds * Assist Client Service Team with co-ordination of board meetings * Ensure timely production of board papers. * Ensure timely production of minutes and review prior to distribution. * Action matters arising from client meetings * Ensure relevant company secretarial functions are performed in a timely manner. * Ensure compliance with Corporate Governance. Management * To participate in and provide input on strategic and major operational issues. * Assume responsibility for a specific area of company strategy. * To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments. * Keep Practice leadership apprised of client developments. * Entertain clients & prospects as required. * Support Senior Executive in performing board insight, perspective & thought leadership as required * Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office. Qualifications The Requirements * 2-4 year degree in Accounting, Finance or related area * Computer Skills * A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution * Willis Towers Watson knowledge (platforms, structure, etc.) * Ability to monitor quality control Client relationship skills * Project Management skills This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$100,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

About the Role As an Account Manager, you will own the renewal and expansion of subscription contracts for a portfolio of enterprise and mid-market customers. By serving as the primary commercial owner of existing relationships, you'll play a pivotal role in sustaining and growing recurring revenue for our industry-leading cybersecurity solutions. You'll collaborate daily with Sales, Sales Engineering, Product, Customer Success, and our reseller and channel partners to shape strategic renewal plans, identify upsell and cross-sell opportunities, and deliver long-term value to our customers. This is an exciting opportunity to deepen your technical and commercial expertise in a high-growth, innovation-driven environment while contributing to a culture of collaboration, learning, and diversity at TD SYNNEX. What You'll Do Renewal and Expansion Ownership * Lead the end-to-end renewal lifecycle for assigned accounts, ensuring on-time, accurate contract execution and seamless transition between terms. * Develop account-specific renewal strategies that align with customer outcomes, security roadmaps, and business goals. * Identify and capture expansion opportunities-upsells, cross-sells, seat growth, and term extensions-by uncovering new use cases and value drivers. * Maintain pipeline accuracy and forecast renewal and expansion revenue in our CRM, driving data-backed decision making. Customer and Partner Engagement * Act as the trusted commercial advisor for customer stakeholders, including procurement, IT, security leadership, and executives. * Align closely with reseller and channel partners to coordinate pricing, deal structure, and renewal motions across complex buying cycles. * Collaborate with Customer Success Managers to ensure high adoption, value realization, and advocacy that underpin successful renewals. * Engage Sales Engineering and Account Executives when technical validation or solution demonstrations are required to secure expansion. Cross-Functional Collaboration * Partner with Finance, Legal, and Operations to negotiate and close renewal and expansion agreements that meet customer needs and commercial objectives. * Proactively surface and mitigate renewal risks through early identification of at-risk accounts and escalation to senior leadership as needed. * Provide actionable feedback to Product Management and Marketing on feature requests, competitive positioning, and customer experience improvements. Commercial and Market Expertise * Maintain deep knowledge of our cybersecurity portfolio, SaaS licensing models, and competitive landscape to articulate differentiated value. * Understand customer procurement processes, budget cycles, and security priorities-advocating for solutions that solve critical business and technical challenges. * Navigate complex organizational structures and approval layers to drive consensus and accelerate decision making. What We're Looking For * 5 years sales experience required. * 2-4 years of relevant experience in B2B subscription renewals, account management, or customer success-preferably in technology, software, or cybersecurity. * Proven track record of meeting or exceeding renewal and expansion targets in enterprise and mid-market accounts. * Strong negotiation, relationship management, and consultative sales skills. * Excellent verbal and written communication skills; ability to build trust with technical and executive stakeholders. * High adaptability, learning agility, and a proactive, results-oriented mindset. * Collaborative team player with integrity, ethical standards, and a commitment to diversity and inclusion. * Analytical thinker with problem-solving ability, comfortable using CRM and forecasting tools to drive data-backed strategies. * Bachelor's degree in Business Administration, Marketing, Engineering, or a related field-or equivalent demonstrated success. * Ability to travel 25%. Key Skills At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact. What's In It For You? * Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle. * Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses. * Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program. * Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities. * Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program. * Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives. Don't meet every single requirement? Apply anyway. At TD SYNNEX, we're proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you're excited about working for our company and believe you're a good fit for this role, we encourage you to apply. You may be exactly the person we're looking for! We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. TD SYNNEX is an E-Verify company

Supports the Bank's mission to be the best bank in the markets we serve through effective sales and service leadership, targeted business development efforts, and community involvement. The Senior Business Development Officer is responsible for developing and managing business banking relationships in accordance with Fidelity Bank's core Supports the Bank's mission to be the best bank in the markets we serve through effective sales and service leadership, targeted business development efforts, and community involvement. The Senior Business Development Officer is responsible for developing and managing business banking relationships in accordance with Fidelity Bank's core values and business principles in an assigned area. The incumbent assists with accomplishing the area's business objectives including business development strategies, sales efforts, and market expansion. The focus is on loan production and deposit growth level Determination - The Bank segments its' markets into 4 market categories (Expansion, Growth, Core and Established) and certain positions within the Bank have levels within that role to differentiate goals by market type and level of responsibility within the Bank. values and business principles in an assigned area. The incumbent assists with accomplishing the area's business objectives including business development strategies, sales efforts, and market expansion. The focus is on loan production and deposit growth Level Determination - The Bank segments its' markets into 4 market categories (Expansion, Growth, Core and Established) and certain positions within the Bank have levels within that role to differentiate goals by market type and level of responsibility within the Bank. PRINCIPAL ACCOUNTABILITIES: Time: Description: 34% Business Development and Quality Customer Service: * Achieves annual deposit, loan and referral sales results by developing new client relationships through networking with existing customers, leveraging COIs and making prospecting calls. * Interview potential loan custom-Achieves annual deposit, loan and referral sales results by developing new client relationships through networking with existing customers, leveraging COIs and making prospecting calls. * Interview potential loan customers and process loan requests. * Create a Personal Business Development Plan for the designated area. Include prospect list on predetermined profitable business and retail relationships. * Partner closely with the Branch Manager to ensure consistent and quality relationship building and quality commercial and consumer referrals between BDO and Branch Manager. * Develop partnership with Branch Manager and associates to cultivate a positive referral process. * Represent the Bank within the community by developing and promoting additional business. Serve as an officer with at least one community organization. * Meet production and performance goals process loan requests. * Create a Personal Business Development Plan for the designated area. Include prospect list on predetermined profitable business and retail relationships. * Partner closely with the Branch Manager to ensure consistent and quality relationship building and quality commercial and consumer referrals between BDO and Branch Manager. * Develop partnership with Branch Manager and associates to cultivate a positive referral process. * Represent the Bank within the community by developing and promoting additional business. Serve as an officer with at least one community organization. * Meet production and performance goals. 33% Credit Quality/Loan Yield/Portfolio Management: * Thoroughly analyzes credit risks, including the purpose of the credit, source of repayment, collateral, financial history, terms and conditions. * Analyze loan applications, financial statements, and base credit decisions on Bank Loan Policy. * Ensure ongoing credit quality by monitoring loans, managing past dues and watchlist loans. * Minimize Loan losses and exceptions through effective documentation, underwriting, timeliness, and relationship building. * Ensures profitability by maintaining average loan yield objectives. * Manages a portfolio of commercial loans. Prepares credit packages for review and approval by credit partners. * Perform loan-servicing duties to ensure conformity with loan terms and conditions. * Assists with timely collection of loan delinquencies. * Manage and enhance the growth of a quality loan portfolio with a focus on business lending. 33% Operational Risk/Compliance: * Ensures adherence with Bank policies and procedures and regulatory guidelines. * Minimize Loan losses and exceptions through effective documentation, underwriting, timeliness, and relationship building. BASIC QUALIFICATIONS: Bachelor's degree with 6 years of experience in commercial lending, credit, and business development or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Possess in-depth knowledge of commercial lending, including the ability to evaluate cash flow and collateral. * Advanced financial analysis, strong credit underwriting, and analytical skills. * Ability to handle confidential and proprietary information. * Excellent communication skills, oral and written. * Thorough understanding of loan laws and regulations. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: As a lifelong Anderson resident, Im passionate about serving my community and helping people protect what matters most. I began my career with State Farm in 2015 and take great pride in leading a high-performing, growth-minded team. Im a proud graduate of Clemson University, where I earned both my Bachelors and Masters degrees in Communication Studies. My roots here run deep from captaining the tennis team at TL Hanna High School to now leading an agency that truly makes a difference in peoples lives. Our office is built on collaboration, professional development, and a shared drive for excellence. Training and coaching are at the heart of what I do not just to develop skills, but to help my team grow personally and professionally. We regularly host trainings, team discussions, and even book clubs focused on personal growth. Im not a micromanager I see my role as a coach, here to elevate and empower. Our team includes several aspirants preparing for future leadership roles, creating plenty of room for advancement. Were proud to be a Chairmans Circle qualifying agency for the past two years, and we celebrate success together. Team members enjoy a matching 401(k), and when we hit our team goals, we wrap up early on Fridays at 3:30 PM. If youre motivated, eager to grow, and want to be part of a winning culture that values learning, teamwork, and achievement, this could be the perfect place to build your future. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Parker Smith - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Chad Wagner - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I opened my agency in 2013 and lead a team of seven built on drive, resilience, and steady growth. Before becoming an agent, I spent five years as a State Farm team member, earned a teaching degree, and taught before ultimately opening my own agency. That background shaped my leadership stylefocused on clear expectations, accountability, and helping people develop the skills they need to succeed. For our team, we offer vacation and sick time, a 401k, licensing reimbursement, and a strong emphasis on work-life balance. Our office is performance-driven and fast-paced, and were looking for motivated, resilient individuals who are ready to work hard, stay focused under pressure, and grow in a role that rewards effort and determination. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Holly Thomason - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of coverage. Nurture relation Client Service, Service Manager, Manager, Client Relations, Business Services, Benefits