Relationship Manager jobs in Hacienda Heights, CA

Ready to take your career to the next level? Skai (formerly Kenshoo) is looking for the best and the brightest to join our rapidly growing team. We're proud of our industry-leading digital marketing software but we're even prouder of the people behind it. That's where you come in! Purpose: The Retail Media Client Success Manager (CSM) is responsible for overseeing all facets of client utilization of the Skai Retail Media management platform. The CSM is ultimately accountable for clients' satisfaction and ability to leverage Skai Retail Media to drive ROI for Retail Media Marketing initiatives. The ideal candidate will have great project management skills, excellent technical credentials, strong soft skills, working knowledge of media, hands-on experience implementing Amazon, Walmart, Target, Criteo, Citrus Ads, and/or other Retail Media marketing campaigns, and most importantly, a consultative approach to addressing client needs. Duties and Responsibilities: Work to drive client retention, and identify business growth opportunities Provide initial, and ongoing training to clients to enable them to effectively use the Skai platform Assist clients in the basic implementation and usage of Skai products Provide technical support and Retail Media marketing best practices and strategy across Amazon, Walmart, Target, Instacart, and additional retailers via Criteo & Citrus Ads Communicating regularly with the customer to evaluate satisfaction Ability to understand client's business goals, anticipate future needs, and help determine the ideal solution Partner closely with product development, sales, technical account management, and industry leads to drive platform innovation and capture market opportunity Partner with Skai Client Success Directors to actively build relationships with client partners Energized by solving problems and finding opportunities to make clients successful Ensure client expectations are exceeded! Skai Requirements: Passion and dedication Desire to be the best Ability to work both independently and as part of a team Strong interpersonal communication skills - in writing and verbally Proven track record of problem-solving Results-oriented Position Requirements: B.A. or B.S. Hands-on Amazon marketing campaign implementation and management experience. Additional experience with Walmart, Target, or Instacart is a plus Ability to understand basic Amazon and other Retail Media marketing analytics Ability to perform detailed client audits to identify client needs or workflow gaps 2+ years experience in client services and/or technical project management Ability to thrive in a fast pace environment with tight deadlines Ability to elicit client feedback to help direct continuous improvements for the Skai e-Comm platform Phenomenal communication skills and organized project management Experience collaborating with a team both locally and virtually Organized and methodical, with excellent time management skills Media Agency experience preferred Skai Retail Media or other Retail Media platform experience preferred Ability to travel occasionally Microsoft Excel and other basic technical experience with code such as basic JavaScript and HTML is a plus The salary range for this position is $80,000 - $95,000. The actual salary amount will vary depending on the applicants experience, skills and abilities as well as internal equity and market data. This position is eligible for additional bonus compensation, full details will be provided during the recruitment process. More about Us: The company offers best-of-breed advertising technology on the most impactful, highest-ROI media channels as well as a suite of data-driven insights, planning and measurement solutions to complement and maximize return from our solutions. Established in 2006, we are a thriving organization, with a unique, vibrant startup culture with an incredible track record of success and an amazing future in sight! We are hybrid for the long term - with a great home/ office work mix, passionate and diverse team members, and a vibrant company culture. At Skai™ we have comprehensive medical coverage, employer match retirement savings and generous paid time off. More importantly, we offer the things that make Skai™ a great place to develop your potential, both professionally and personally. In addition, you will also receive: Dental and vision coverage Employee share options program Generous paid family leave policy Flexible hybrid working model Life insurance and short/long term disability Professional growth stipend Diversity and inclusion programs Office commuting benefits ClassPass Membership Volunteering and community opportunities Employee Assistance Program Company sponsored employee social events Office lunches and fully stocked kitchen Equal Employment Opportunity: Skai™, Inc. is an equal opportunity employer. We strongly encourage and seek applications from women, people of color, and bilingual and bicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions. Also pursuant to the San Francisco Fair Chance Ordinance, we encourage and will consider for employment qualified applicants with arrest and conviction records.

What you can expect! Find joy in serving others with IEHP! We welcome you to join us in “healing and inspiring the human spirit” and to pivot from a “job” opportunity to an authentic experience! The Business Relationship Manager (BRM) is responsible for ensuring business project requests are aligned to IEHP strategic goals, initiatives, and efforts. As a liaison with IEHP business and Compliance units, the BRM is dedicated to foster productive, value-producing relationship between business and IT by aiming for customer satisfaction and understanding and relaying customer needs to the IT team. By adopting a customer-centric approach this position will assist IT Strategic Programs leadership to advance technology agenda aligning business strategy and goals. The BRM will work regulatory, statutory & strategic programs and policies in collaboration with Program Managers and IT Leadership Team. The BRM is responsible for ensuring projects, work plans, and initiatives are implemented meeting business goals and objectives, in addition to collaboration with, inter-departments to ensure member needs are met while simultaneously building strong peer relationships. Commitment to Quality: The IEHP Team is committed to incorporate IEHP's Quality Program goals including, but not limited to, HEDIS, CAHPS, and NCQA Accreditation. Perks IEHP is not only committed to healing and inspiring the human spirit of our Members, but we also aim to match our team members with the same energy by providing prime benefits and more. Competitive salary. Hybrid schedule. CalPERS retirement. State of the art fitness center on-site. Medical Insurance with Dental and Vision. Life, short-term, and long-term disability options Career advancement opportunities and professional development. Wellness programs that promote a healthy work-life balance. Flexible Spending Account - Health Care/Childcare CalPERS retirement 457(b) option with a contribution match Paid life insurance for employees Pet care insurance Education & Experience Minimum of seven (7) years of Information Systems experience with a strong background in program management, program development, program evaluation, strategic planning, program operations and business acumen Bachelor's degree in Computer Science, Information Management or similar technical field from an accredited institution required In lieu of the required degree, a minimum of four (4) years of additional relevant work experience is required for this position. This experience is in addition to the minimum years listed in the Experience Requirements above Key Qualifications Must have a valid California Driver's License. Knowledge and proven track record of: Current business practices and computing systems; IT development methodologies and operations. IEHP's business processes and functional landscape. IEHP's IT systems and operations. Working with Compliance teams to determine solutions to help comply with regulations, APLs etc. Supporting strategic, regulatory and statutory programs and initiatives. Understanding of CMS and DHCS protocols and mandates. Program and project management and planning as well as Business process mapping. Complex heterogeneous technologies and the ability to synthesize new technical information into existing structures. Healthcare Industry and appreciation of IEHP's application landscape. Strong understanding of: Managed Care programs. Ability to consume CMS APLs & other documents and translate it for the IT teams. Legacy / Core Healthcare Payer systems integration with internal digital assets and external systems. Healthcare issues, trends, and concerns. Conceptualizing business strategies while implementing information systems and technology strategic direction. New IT landscape and solutions to help align the programs to new IT landscape. Excellent communication, verbal and written skills, and collaborative approach. Strong planning, organization, critical thinking, decision-making and problem-solving skills. Group presentation, analytical and organizational skills. Build and maintain business relationships. Express action-oriented and creative approaches to IT system issues and problems. Present issues and challenges to IT and/or business leadership. Listen effectively, respond to sensitive inquiries or complaints, be flexible with an ambiguous or changing environment. Work with a team of professionals from various disciplines. Start your journey towards a thriving future with IEHP and apply TODAY!

Cultivate new business opportunities with retail, middle market enterprises, and non-profit organizations. Engage actively in community initiatives to enhance the bank's presence. Assist Commercial Relationship Managers in promoting Deposit and Treasury Management sales. Manage the assigned deposit portfolio. Essential Duties and Responsibilities Generated Deposit and Treasury Management sales Assist the Commercial RMs with their deposit goals. Focus new business development sales efforts on Middle Market companies, small businesses, municipalities, and non-profits, who have no to low lending needs but high balances of deposits. Build and maintain a network of COIs and an established book of business within target market. Active community involvement is required for growing visibility of the Bank. Gain a solid understanding of deposit needs of prospects and ability to provide solutions to meet those needs. Create, execute, and achieve strategic plan to meet deposit goals. Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type; support a diverse workforce and affirmative action. Maintain up to date knowledge and may train others on deposit products, services, departmental systems, and related technology, policies and procedures. Bring any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer. Follow all Bank policies and procedures to ensure compliance with all laws and regulations. Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function. Basic Requirements Possess a bachelor's degree and at least 6 years of sales experience in the banking sector. Demonstrated track record of achievement in treasury sales, cash management, or fostering commercial relationships, coupled with a comprehensive grasp of deposit products and banking practices. Maintain an established client portfolio. Minimum of 10 years of experience in banking operations with knowledge banking regulations required. A minimum of 3 years of customer service experience working for a bank. Basic knowledge of Treasury Management products. Strong general banking experience to include client service issues and overall bank operations. Complete knowledge and understanding of bank operations, policies and procedures. Excellent verbal and written communication skills, including ability to deal professionally with issues, problems, and questions. Ability to interact with all levels of clients, staff, and management. Demonstrated ability to set realistic expectations, problem solve and negotiate. Exceptional customer service, sales and relationship building skills. Capability of working well independently and as part of a team and exercising appropriate level of authority commensurate with experience and responsibility. Ability to work successfully in a deadline driven environment. Excellent attention to detail and accuracy; good organizational, research and follow-up skills. Requires the ability to exercise independent judgment and employ basic reasoning skills Strong PC skills, (system knowledge) and excel and word. Proficient in Microsoft Word, Excel, Outlook. About Mission Valley Bank We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in July 2001, headquartered in Sun Valley, CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many years. We understand the importance of developing and building strong relationships within the communities we serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients. Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team. Physical Demands / Work Environment This is primarily a sedentary position that requires extensive computer work. While performing the duties of this job, the employee is frequently required to stand; sit and use hands to type, reach with hands and arms and talk or hear. The employee is occasionally required to walk, stoop, and kneel. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. In the performance of the duties of this job the employee is required to travel, drive a motor vehicle, and communicate using telephone and e-mail. The noise level in the work environment is usually moderate. Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply! Mission Valley Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. We offer a competitive compensation and benefits package including a 401K plan. Mission Valley Bank will not reimburse for relocation. Mission Valley Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Pre-employment background checks are required for all positions. We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job Posted by ApplicantPro

Job DescriptionBenefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Auriga Corporation was established in 1990, to provide high-quality design, engineering and project management services for Electric Power, Telecommunication and Information Technology systems. Aurigas cliental includes: investor owned and municipal utilities, rail and transit agencies, federal, state and local government agencies, and international public and private sector organizations. Auriga Corporation is looking for an experienced, talented and self motivated individual to join our team to help us provide our customers with innovative and cost effective solutions and services. An ideal candidate will be excited to be part of a company that moves quickly on a constant flow of ideas, is able to wear multiple hats as needed, and has the drive to succeed. Auriga Corporation currently has following vacancies in the Los Angeles, California Office: Business Relationship Manager Job Responsibilities: Strategic Partnership and Communication. Technology and Business Roadmap Alignment. IT Solution Delivery and Innovation. Business Analysis and Project Management. Strategic Planning and Value Realization. Performance Monitoring and Reporting. Risk Management and Compliance. Minimum Qualifications: Bachelors degree in Information Technology, Business Administration, or a related field. A Masters degree or ITIL certification is a plus. Minimum of 5-7 years of experience in IT business relationship management, business analysis, or IT project management, ideally within the public transportation industry. Proven experience in developing and aligning technology roadmaps with business strategies. Strong knowledge of transportation systems, including fare collection, GPS tracking, asset management, and passenger information systems. Auriga is an Equal Opportunity Employer. Auriga provides compensation and benefits commensurate with the qualifications and experience.

reports on-site. Summary: This position is responsible for commercial loan and deposit production and growing the banker’s assigned loan and deposit portfolio in the assigned geographic market. Job responsibilities include preparing and recommending loan requests including review, analysis, and recommendation of loans that meet the Bank’s policies and guidelines. Duties and Responsibilities: Understand and comply with requirements of all laws and regulations applicable to the position Responsible for selling FFB products and services to build strong relationships with commercial and industrial customers including both deposit and loan products Work with all bank and advisory departments to provide exceptional service to the bank and advisory firm customers by referring business and accepting referrals Perform due diligence on commercial loan requests – including reviewing loan requests to ensure compliance with the Bank’s policies, guidelines, and procedures Perform credit analysis on commercial loan requests – including analysis of the business, industry, and financial statements to determine risk, structure loan requests appropriately, and price loan requests by type of loan and risk to the Bank Make decisions regarding commercial loan pricing, structure, and servicing within designated authority seeking secondary approval as directed Prepare pre-flight packages as directed by Chief Credit Officer (CCO), Chief Lending Officer (CLO), and Commercial Banking Executive (CBE) Actively partner with the Commercial Loan Underwriting team to complete, review, and endorse all commercial loan credit approval recommendations for both new and renewed loans Responsible for ensuring accurate commercial loan application packages are delivered to commercial loan underwriters and documentation processors Responsible for booked loan files and fully executed loan documents for boarding funded loans with commercial loan servicing Maintain commercial loan files in partnership with assigned commercial documentation analysts and commercial loan servicing to ensure documentation is organized and complete in electronic files for third-party reviewers Responsible for accurate data entry in commercial loan origination system to build customer, guarantor, and affiliated entity relationships in the loan system Responsible for providing details regarding business, industry, management, requested structure, and site inspections to provide commercial loan underwriters the necessary details to underwrite and approve commercial loan requests properly Responsible for managing commercial loan documentation specialists as assigned to ensure accuracy in all commercial and deposit loan files as assigned – including scanning and uploading all customers, guarantors, and affiliated entities, and loan documentation in the electronic filing system Responsible for ordering third-party reports (or partnering with assigned Commercial Documentation Analyst) as assigned in commercial work processes to ensure compliance with FFB policies, guidelines, procedures, and all regulatory compliance Partner with commercial loan underwriting and assigned Commercial Documentation Analyst to ensure financial ticklers and covenants are accurate and supporting documentation is collected from customers on time Responsible for covenant and portfolio management to ensure accuracy in commercial loan risk ratings Develop a calling program to build loan and deposit portfolios and expand commercial and industrial relationships Review and resolve a variety of customer problems/issues regarding bank products and services – including deposits, treasury management, online banking, and loan-related services Must maintain a complete understanding of the Bank’s loan documentation policies, procedures, and guidelines Review findings and decisions with the Chief Underwriter, draft the loan write-up including any conditions that underwriting is imposing on the closing or funding of the loan, review the write-up with the Chief Underwriter, and distribute to processing and servicing members Perform related work as required or as delegated by management Participate in the training/cross-training of department employees as directed. Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external customers Provides support in the acquisition of new clientele and the maintenance of existing relationships Understand and speak knowledgeably about the various loan programs, loan procedures, and loan forms Community Reinvestment Act (CRA) and excellent client service are an important responsibility of First Foundation Bank Officers. Commercial Bankers are encouraged to seek out, promote, and participate in CRA-related opportunities. Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: Los Angeles, CA: $138,200 - $210,000 (Annual) Pasadena, CA: $138,200 - $210,000 (Annual) Sherman Oaks, CA: $138,200 - $210,000 (Annual) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: Bachelor’s degree in business, accounting, finance, or a related field required Minimum of 15 years of related experience, or commercial loan underwriting, commercial loan production, and deposit relationship management Experience in commercial lending and commercial deposit management required Skills: Strong business development and lead generation skills Consultative relationship-building skills (listening, questioning, negotiating, closing, and networking) to provide a knowledgeable commercial banker and trusted advisor experience for commercial client relationships Strong analytical skills and experience analyzing, underwriting, structuring, and approving commercial loan requests Effective verbal and written communication skills Knowledge of commercial and consumer loan documentation, including loans secured by real property, UCC Filings, titled vehicles and equipment, pledged assets, and contracts. Required to have working knowledge and experience with business entity documentation including partnership agreements, trust agreements, corporate documentation, and limited liability companies Expertise in dealing with borrowers, escrow, and title Must have strong customer service ethics and team-building skills Must be able to prioritize, organize, and produce in a high-volume, deadline-driven production workgroup Detail-oriented and self-motivated with the ability to work independently Proficient in Windows applications, including Microsoft Word, Excel, and Outlook Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law

On-site | City of Industry, CA Salary Range: $70,000 - $80,000 annually We are seeking a dynamic and client-focused Account Manager to join our team in City of Industry. This role is pivotal in managing key client relationships, ensuring high-quality service delivery, and driving account growth. You'll be the primary liaison between our company and our valued clients, ensuring their needs are met with professionalism and care. Key Responsibilities Manage a portfolio of 10-12 client accounts, ensuring satisfaction and retention Serve as the main point of contact for client inquiries, order placement, and issue resolution Collaborate with internal teams (sales, finance, operations) to deliver tailored solutions Oversee account operations including invoicing, credits, and financial reporting Monitor account performance and proactively identify opportunities for improvement Support promotional initiatives and customer events Maintain accurate records and ensure compliance with company policies Qualifications Bachelor's degree in Business, Finance, or related field preferred Minimum 3 years of experience in account management, customer service, or credit management Proficiency in CRM systems and Microsoft Office Suite Strong communication and interpersonal skills Ability to multitask and thrive in a fast-paced, collaborative environment What We Offer Competitive salary and benefits A collaborative team environment Opportunities for professional growth and development A chance to make a meaningful impact on client success

Caltrol is hiring an *Account Manager* in *Irvine, CA*! As a key member of a dynamic sales team, you will provide expertise in identifying new opportunities for growth and driving sales cycles to in order to increase our market share. You will lead the charge in transforming client relationships into lifelong partnerships by understanding and influencing business decisions as a trusted advisor. This role is also responsible for achieving Sales and KPI goals and has overall ownership of account strategy of our products and services. At Caltrol Inc., we're committed to rewriting industry norms and creating an inclusive environment where everyone thrives. If you're ready to redefine the rules and drive unprecedented success, this is the place for you! *Why you'll love working for Caltrol:* Caltrol is recognized as a leading provider of automation including process control solutions, valves, instrumentation, and reliability. Caltrol takes great pride in the quality of our employees, products, and services we represent. Caltrol is an employee-owned company headquartered in Las Vegas with offices across 4 states (CA, AZ, HI) and one outside the U.S. As an owner, you will be part of an essential and meaningful organization. You'll find the resources and opportunities to make significant contributions with prospects for career growth and satisfaction. You will work in a team driven culture with talented managers and inspiring coworkers to support you. *What you'll be doing:* * Develop new client relationships. * Provide Business development support to broader sales team including cold calling, emailing and prospecting. * Create, implement, and monitor tactical plans that are aligned with key business and strategic initiatives. * Secure meetings with high-level decision-makers. * Responsible for increasing sales opportunities across the Caltrol portfolio. * Act as a catalyst to support the marketing and business development activities. * Create and conducting customer facing presentations. * Stay abreast of current market conditions and opportunities for new business. * Grow the Caltrol brand in the community. *What we're looking for:* * Experience in outside sales or comparable work experience. * Experience in Life Sciences and GMP practices. * 3-7 years previous experience as an Account Manager. * Excellent written and verbal communication and interpersonal skills. * Detail-oriented and organized, with exceptional prioritization skills. * Ability to work independently and in cooperation with a larger team. * Strong work ethic and positive client service orientation. * Must be poised and able to exhibit professional diplomacy amid high stress situations. * Must be able to handle multiple projects in a fast-paced environment with tight deadlines. * Strong teamwork skills and ability to take ownership of numerous assigned tasks. * Valid driver's license with a good DMV record. *Preferred:* * Bachelor's degree in Engineering, Business, or equivalent experience. * Familiarity with Industrial Process Automation / Process Control *Hiring Range:* The hiring range for this position is *$96,000-$144,000 annually plus Quarterly Profit Sharing. *This is the base pay scale range Caltrol reasonably expects to pay for this position at the time of this posting. The base pay actually offered will take into account internal equity and may vary based on geographic region, skills, qualifications, and experience of the candidate along with the requirements of the position. In addition, you will receive a company performance bonus structured to match the thrill of your success stories. *What we offer:* * A work culture that's not just inclusive, but downright celebratory of diversity * Generous base salary + Quarterly Profit Sharing * Employee Stock Ownership (ESOP) opportunities * Unlimited Flexible time-off * Medical, Dental, Vision - all effective 1st day of the month after your hire date * HSA (with employer contribution) and FSA * Comprehensive supplementary benefits * Wellness Benefits * 401(k) with employer match - because your future is just as important as your present * Employee Assistance Programs * Company paid life insurance and buy up options * Company paid Short-Term Disability insurance * Pet Insurance * Student loan repayment match * Tuition reimbursement * Professional development opportunities because we believe in investing in greatness. *Work Environment/Work Schedule:* Standard business hours Monday-Friday. *Physical Demands:* This job is performed in a typical office setting as well as visits to customer sites or special event. Sites may be loud with exposure to varying degrees of temperature. During these visits, extended periods of walking and standing may be required, up to 100% of the time. Moving, lifting, carrying, pushing up to 35 pounds (documents and/or special equipment). *Travel:* 10%. Local travel. Occasional overnights for company events and trainings. *Other Duties:* This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. Caltrol is deeply committed to creating a diverse and inclusive work environment where everyone is respected, treated fairly, and given equal opportunities to perform to their fullest potential. We are an equal opportunity employer and do not discriminate against any employee or applicant for employment based on race, color, religion, national origin, sex, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law. We believe that diversity and inclusion among our employees are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. Reasonable accommodation is available for candidates with disabilities, ensuring they can effectively perform essential job functions. Visit our Careers Page Follow us on LinkedIn! Follow us on Glassdoor! Follow us on Indeed! 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. Job Type: Full-time Pay: $96,000.00 - $144,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Tuition reimbursement * Vision insurance Schedule: * Monday to Friday Supplemental Pay: * Quarterly bonus Work Location: In person

DIESEL DIRECT INC. Regional Sales Manager Description: Regional Sales Manager will be responsible for increasing diesel mobile refueling sales in specified areas. The candidate will work with the Regional Operations Manager to develop customer strategies for new and existing customers. The successful candidate will also build and maintain those customer relationships. Base pay 70k plus commission. Knowledge and Experience: 5 or more years' experience in the transportation industry or oil business Proven success in sales and history of ability to close business Truck leasing experience preferred Excellent written and verbal communication skills Bachelor's degree preferred This lists the primary responsibilities and duties for this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. In the event that management exercises its right to assign or reassign duties and responsibilities a review with be given at that time to determine any change in compensation. Diesel Direct is an Equal Opportunity Employer

Vital Data Technology® is a data science-driven health care solutions company giving payers, providers, and members the power to drive efficiencies and improve clinical and financial outcomes throughout the health care ecosystem with our proprietary artificial intelligence-enabled platform, Affinitē™. Affinitē represents a single platform to eliminate data, systems, and stakeholder silos by aligning departments and participants to transform data into actionable insights. Fueled by the most advanced data science and analytics, Affinitē enables health plans to increase operational efficiencies, lower operating costs, and improve the overall quality of health for their members. We’re a dynamic team of seasoned professionals with extensive experience in the healthcare technology space. Our mission is to develop intelligent SaaS solutions that align plans, providers, and members. About The Role: The Director, Client Partnership will leverage their experience and deep industry knowledge of health payer Medical Management solutions and act as a trusted advisor and advocate for our client partners. This role provides the eyes and ears within our client base. Understanding what success means to our partners, then creating and executing on a plan to deliver on those expectations is central to this role. It is key to ensure we are delivering on our expectations while managing our clients’ expectations in order to continue to deliver incremental value. Location: Onsite or Hybrid Responsibilities: Develop and own the ongoing relationship with existing client partners, becoming a trusted advisor to all levels within the client organization ensuring long-term loyalty and reference-ability. Gain a deep understanding of the client’s clinical and business landscape, challenges, goals, and objectives; simultaneously identifying areas of opportunity for further collaboration that would drive additional value. Be an advocate for the client’s needs and ensure you are working closely with the Product Owners and Product Managers, so these needs are appropriately evaluated for prioritization. Manage the clients’ requests for enhancements and balance the client’s needs while ensuring these requests conform to the Generally Available platform. Have a deep understanding of the clients’ workflows and how to educate the client to utilize the platforms technology to assist with workflow challenges. Commit to continuously sharing client input and product ideas gained through interactions within the base and in the marketplace. Proactively and effectively understanding what our clients mission, vision and business objectives are and how VDT can support those current and long-term objectives. Manage evolving expectations, needs, and priorities. Drive cross-functional efforts to resolve issues and/or deliver on client partner needs, goals, objectives. Is actively involved in platform implementations to be the face Vital Data Technology from a client relationship standpoint, working hand in hand with the project managers and implementation lead. Maintain a constant pulse on the overall health status of each client partner, ensuring all members of the team are aware of our strengths, weaknesses, opportunities and threats within the account. Build deep relationships within the client partner's organization. Clearly articulate who within the account are advocates and detractors and develop plans to turn detractors into advocates. Unwavering commitment to the overall success of the organization and our client partners. Requirements: Bachelor’s Degree in related field; health plan clinical operations experience is a major plus. 5 years relevant work experience with health payer client facing relationship management role within the Medical Management functions. Experience with and knowledge of the Quality Improvement functions within a health plan, including working experience with HEDIS data and related operations. SaaS and start-up experience are a huge plus. Excellent interpersonal and communication (written and verbal) skills with ability to modify style and approach to interface at all levels. Ability to understand and articulate the clients’ problems they are trying to solve. Must be a critical thinker with exceptional problem-solving skills; proactively create ways to drive additional value for our client partners ensuring our value is understood and accepted across the enterprise. Comfortable creating (not maintaining) processes in a fast-moving dynamic organization. Willingness and ability to travel, up to 25%. Attributes of an Ideal Candidate: Current understanding of the payer market including the evolving regulatory and accreditation needs and their impact on payers. Experience with medical management operations and challenges with the ability to consider how to support those challenges with technology sharp business acumen. Tenacious, high-energy, driven/self-starter, positive/optimistic – “can do” attitude. Proactive approach; takes initiative; solutions oriented. Critical thinker; innovative; creative; rational Collaborative team player who will “take out the trash”, if necessary Self-reliant and works independently with excellent time management and prioritization skills. Versatile; adapts well to change and thrives in fluid / fast-paced environments. Genuinely curious; continual learner Ability to build and manage relationships across an enterprise at all levels. Collaborative with strong influencing skills Ability to communicate constructively with all levels. Knows how to achieve organizational excellence throughout all functions of an organization. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Vital Data Technology is an Equal Opportunity Employer. We consider applicants for all positions without discrimination based on race, color, religion, creed, gender, national origin, sexual orientation, age, marital or veteran status, disability, or any other legally protected status. Powered by JazzHR bEte9hb0H0

Job Description Sales Manager Come and grow with us! Experienced Sales Managers that can motivate, educate, and open new channels of referral relationships needed for the Southern California Based Mortgage Broker. With a focus on mentoring 2 or more branches of Loan Originators that help people create generational wealth through home ownership. Recruiting, hiring, and training licensed mortgage loan originators and support staff. Ensure origination of quality loans. Generate personal production, if applicable as well as develop and ensure continuance of good relationships with established realtor and customer base. Exercise administrative control over sales function for branch as assigned. Assume leadership role among Mortgage Loan Origination staff. Coach, motivate and support Mortgage Loan Originators to ensure growth and profitability, defining expected production goals for each Mortgage Loan Originator and ensuring adequate working knowledge Loan Originating Software. Provide present and potential customers with superior level of customer service. Responsible for development of new business and strengthening of existing relationships by determining a prospect's needs and selling appropriate product; selling loans for appropriate amounts, rates and terms that comply with regulatory lending guidelines; Generating necessary reports to track sales production and effectiveness of the region's marketing programs. Maintains working knowledge of federal, state and local governments and private investors' policies and guidelines. Maintains strong familiarity with current trends in the real estate and mortgage banking industries as well as the company's operating policies and procedures. Creates/maintains synergy with Operations and Sales/ Marketing departments. You are some who benefits from: Three years or more of management experience in mortgage sales preferred; operations background a plus. Minimum three years of related experience within the mortgage industry. Leadership, mentorship, and communication skills. Detail oriented with strong organizational and follow-through skills. Proficient in MS Windows software. Bi-Lingual (English /Spanish) preferred Travel will be required. Job Posted by ApplicantPro

Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating/depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC. DUTIES: Solicit new relationships through various channels for deposit and loan opportunities. Recognize and act on customer prospects; cross sell opportunities with existing customers. Review appraisal, environmental, and title reports to determine reliability and support for credit request. Make proper referral of loan opportunities to lending personnel. Actively be involved in Bank’s Business Development Program. Enhancing the image and recognition of the Bank in the business and professional community. Works closely with staff in structuring, analyzing and approving commercial business loans. Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships. Manages production goals and controls income and expenses. Makes decisions on administrative and operational matters pertaining to deposits and lending. Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers. Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use. Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note Departments QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year College or University; Or 5-10 years community banking experience; (highly preferred) Or equivalent combination of education and experience. Knowledge of: All areas of business lending and inventory financing Credit structure – all forms Business development Commercial deposits Abilities: Possess strong sales and marketing ability to sell Bank Services. Manage priorities to ensure effective accomplishment of objectives. Handle strong volume of work flow from various sources.

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities • Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community • Attend and professionally represent CAF at conferences and industry events • Proactively contact potential and existing customers through phone calls, email and in-person meetings • Evaluate the merits and risks of potential credit line and term loan transactions • Prepare term sheets and summary analysis of potential transactions • Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions • Periodically produce brief and topical marketing blogs sponsored by CAF • Meet or exceed quarterly/annual individual production targets • Regularly log customer interaction in CAF’s Salesforce CRM platform • Assist underwriting and other deal team members as needed Minimum Requirements: • Bachelor’s Degree • Minimum 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations • Hands-on approach with track record of driving results • Exceptional interpersonal and relationship building skills • Strong financial background with analytical and numerical proficiency • Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) • Ability to balance personal resourcefulness and individual drive in a team-based environment • Ability to travel A reasonable estimate of the base compensation range for this role is 75k + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We are searching for a Relationship Manager who will serve as a key liaison between our HipHop, R&B, and Gospel label partners and internal teams. You will be responsible for maintaining strong, productive relationships, ensuring the successful execution of campaigns, and providing support for real-time updates and deliverables. The ideal candidate will have a deep understanding and proactive approach to product management in the HipHop, R&B, and Gospel genres. What you'll do Relationship Management: Maintain close relationships with label day-to-day teams, ensuring clear communication and timely updates on project deliverables. Weekly visits to key clients. Campaign Coordination: Ensure all departments are equipped with the necessary tools and support to execute campaign plans effectively. Communication: Share regular updates with both internal and external parties on campaign progress, priority release schedules, and other key initiatives. Project Management: Ensure plans and campaigns stay on track, responding quickly to action items and maintaining momentum. Campaign Execution: Ensure campaigns are executed to the highest standard, maintaining a high level of service and attention to detail. Data-Driven Decision Making: Use reports and data to adapt quickly to emerging trends and increased fan activity, adjusting campaigns as needed. Goal Setting: Work with the Relationship Lead to build benchmarks and set campaign goals at the start of each project. Artist & Campaign Insights: Stay informed on both high-performing and developing artists, identifying opportunities to increase visibility and performance. Company Knowledge: Serve as a reliable, knowledgeable source about company processes, ensuring smooth campaign execution. Catalog Optimization: Help optimize label catalogs, especially around key tentpole moments. Problem-Solving & Flexibility: Be prepared to jump in and tackle problems as they arise. Find creative solutions to keep projects moving forward. Demonstrate flexibility and balance in support of label needs. Performance Reporting: Regularly prepare high-level performance reports on label, artist, and campaign results for the team. Who you are Experience: Minimum of 5 years in project management or campaign coordination. Previous experience product managing directly with labels, third-party agencies, or artist management teams is preferred. Analytical Skills: Proficiency in utilizing analytics tools to track and interpret release performance, trends, and metrics. Communication: Excellent verbal and written communication skills, with the ability to serve as a key liaison between artists, labels, internal teams, and external partners. Organization: Ability to stay organized in a fast-paced environment, meeting deadlines and resolving challenges quickly. Project Management: Exceptional organizational skills, with the ability to manage multiple complex projects and priorities simultaneously. A highly organized professional that pays close attention to the details with the ability to multitask and prioritize to tight deadlines. Proactivity: Ability to be proactive, with a problem-solving mindset and a willingness to take initiative. Software Proficiency: Familiarity with digital tools, release management software, and project management platforms is highly desirable. You are also experienced in Microsoft Office Suite & Google Workspace Applications and are adaptable to new programs. Motivation: You are passionate about the music business and have a desire to build a career in the industry. What We Give You You join an inclusive, collaborative and global community where you have the opportunity to channel your passion every day A modern office environment designed to foster productivity, creativity, and teamwork empowering you to bring your best Opportunities to connect with our valuable resources, such as our Counsel of Equity & Progressive Action (CEPA), a group created by our employees tasked with developing and implementing innovative solutions to advance a globally-shared goal of ensuring fair and inclusive spaces for all An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans Investment in your professional growth and development enabling you to thrive in our vibrant community. The space to accelerate progress, positively disrupt, and create what happens next Time off for a winter recess About The Orchard The Orchard is a leading full-service music distribution company operating in 48 markets worldwide and servicing top global independent artists and labels. With cutting-edge operations and an unparalleled global team, The Orchard partners with clients to provide full scale solutions across a variety of verticals. Championed by an exceptional community of music lovers and experts, The Orchard empowers creators to grow and evolve in the dynamic, global industry. The Orchard focuses on providing a comfortable, social, and engaging environment to encourage productivity and creativity. The Orchard is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. California based applicants have certain rights under California law. Please see our California Recruitment Privacy Policy for more details. The anticipated annual base salary does not include any other compensation components or other benefits that an individual may be eligible for. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.California Pay Range$70,000—$80,000 USD

The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals. Qualifications: 2+ years of experience with online advertising/online media Bachelor's Degree Advanced experience structuring and manipulating raw data into datasets for analysis Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases Proven track record in leveraging data to develop broader prototyping solutions for the entire team Experience driving a book of business, increasing revenue and business performance Experience delivering insights to both technical and non-technical audiences Experience working across cross-functional teams Experience influencing executives and clients Experience navigating ambiguity with agility to effectively lead complex and changing priorities Understanding of the technology landscape Experience working cross-functionally with Product teams to improve products features and functionalities Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets) Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS Experience with Meta's full suite of advertising solutions Experience with business case modeling and market/opportunity sizing Responsibilities: Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments Manage account operations (e.g. troubleshooting issues, account set up, etc.) Work and collaborate across internal cross-functional teams to project manage complex workstreams Travel as needed

Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high-profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint. Job Responsibilities Lead our complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies Proactively discuss client trends/issues with internal partners to further customize solutions for clients Actively participate in deal team meetings as new products and services are added to clients Influence internal partners to recommend products and services based on knowledge of client behaviors Learn and understand existing and upcoming technologies to support client consultation and requests Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape Required Qualifications, Skills and Capabilities Comprehensive knowledge of Treasury Services and/or Custom Card products Data Analytics & Change Management experience Ability to influence others without direct supervision Ability to provide quantifiable management reporting & present findings Project Management & Execution Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills Strategic thinking with the ability to adapt to change Demonstrated team building skills and ability to work in a team environment 6+ years of client facing work experience Preferred Qualifications, skills and capabilities Bachelor of Science or Business Administration Degree Passion for learning new operating models, technologies, and industry trends Google G suites / Microsoft Office adept Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more Help the community through expansive volunteer opportunities Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.

The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents PTO (vacation and sick) 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

A relationship manager strives to develop positive relationships with both the members and the insurance carriers FFR does business with. Customer relationship managers strive to help FFR retain current members by analyzing and meeting each members individual needs. They function as a trusted and loyal advisor regarding business challenges clients are facing via identifying competitive threats and recommending helpful strategies to help members. Relationship Manager Duties and Responsibilities Building and maintaining relationships with clients and key personnel within customer companies. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients. Letting customers know about other products the company offers. Attending meetings with clients to build relationships with existing accounts. Escalating and resolving areas of concern as raised by clients. Carrying out client satisfaction surveys and reviews. Monitoring company performance against service level agreements and flagging potential issues. Updating the CRM and ensuring account managers are aware of changes within clients. Passing leads to the sales team and following up on progress. Liaising with internal departments to ensure client needs are fulfilled effectively. Demonstrating Ambassadorship Relationship managers understand, at least in a broad sense, the service or product offerings of clients and businesses they work with. Relationship managers develop and maintain a solid network with expert individuals who can assist in achieving customer or business goals and embrace the fact that it will take the expertise of many to be successful. Developing and Maintaining a Personal Network The relationship manager is known as an expert in one or more areas by both colleagues and clients in the industry. He or she has an established personal network to call upon for referrals and references and can offer value to any relationship he or she creates. The relationship manager is also able to consistently form new relationships. Assessing Needs of Customer or Business A relationship manager understands business functions or customer goals to create possible strategies. Participating in Planning Sessions Helping customers or businesses develop a framework for improvement is a key duty of a relationship manager. For example, the manager will identify key processes to achieve successful results and document a plan of action. Conducting Reviews To ensure clients are satisfied with their products and services, relationship managers must conduct satisfaction surveys and reviews. Additionally, they must monitor performance results against plans in action and flag potential issues for further review. Relationship Manager Skills and Qualifications Verbal and written communication skills because relationship managers are expected to reach out to contacts, clients, experts, and people in various departments of a company, excellent verbal and written communication skills are essential to building trust and respect Team management skills the relationship manager doesnt achieve results on his or her own. Rather he or she develops and leads a team with members that exemplify the right combination of skills and experience for each particular client or business Relationship-building skills a relationship manager builds trust with clients by demonstrating integrity and professional competence consistently. He or she is also empathetic and demonstrates a genuine interest in client and business needs. Progressing relationships in a positive direction is a relationship managers specialty Thought leadership skills Clients clamor to have a relationship managers input when discussing strategy or operations goals, and are open to his or her influence when it comes to decision making Interpersonal skills the ability to project charisma, adjust tone, and develop a strong rapport with a diverse group of clientele is crucial to a relationship managers success Relationship Manager Education and Training Strong interpersonal skills and an ability to build rapport with customers. Previous sales experience and an organized approach to work. Hardworking with a strong work ethic. bachelors degree in management, marketing, communications, public relations, or other related fields Previous experience working as a client relationship manager or a track record of managing client relationships.

Job Responsibilities: Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Other duties as assigned. Qualifications: Requires a bachelor's degree and 8+ years' experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. Ability to expand commercial loans, client relationships and cross sell bank products. Requires solid sales ability. Solid experience in applicant interviewing and perceptive character judgment skills. Ability to structure loans and monitor credit performance. Must have solid interpersonal and communication skills. Working knowledge of a software applications, including word processing and spreadsheets. Manages a small to medium commercial portfolio.

WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY The Relationship Manager (RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing. The position reports to the Commercial Banking Team Leader. The RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank's reputation in the marketplace. The RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The RM is an officer of the Bank, participating and presenting loans for approval in the Mangers' Loan Committee (MLC) and Directors' Loan Committee (DLC) of the Bank, as well as other staff meetings as required. While the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Business Development * Develop new - and expand existing - commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank's risk and return parameters. RM will cross sell other Bank services, when possible, also consistent with the Bank's risk and return parameters. * Maintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the RM will: * Develop and deliver status reports to the ECRE (Eastern Commercial Regional Executive) and management staff on a regular basis. * Research and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share. * Provide support to the ECRE, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence. * Recommend new products and services to generate fee, contract, and services revenue. * Recommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance. * Establish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events. * Attend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers. Customer Relationship Management * Support the ECRE in providing "best in class" ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements. Loan and Credit Administration * Accountable for a loan portfolio consistent with the Bank's credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank. * Accountable for adherence to Bank policies and procedures; particularly - but not limited to - Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank's Code of Ethics. Requirements EDUCATION & EXPERIENCE Required Education/Experience: * Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting * 3+ years of portfolio management and commercial underwriting experience * 3+ years of proven sales record in meeting or exceeding goals in commercial lending * Formal or in-house credit training; counts toward one year of experience Preferred Education/Experience: * Supervision of a team or in a leadership role CERTIFICATIONS * Not applicable KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: * Proven sales and business development skills * Excellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees. * Knowledge and training in all lending activities * Knowledge of commercial, and commercial real estate loan processing * Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures * Knowledge of related state and federal lending and compliance regulations and other Bank lending policies. * Basic skills in personal computer operation, word processing and spreadsheet software. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work without supervision while performing duties * Critical and creative thinking * Negotiation skills; diplomacy * Maintenance of fast pace * Excellent organizational and time management skills * Excellent leadership skills * Excellent training skills * Excellent time management skills