Relationship manager jobs in Houston, TX

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. 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. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that! Join us as we strive to ensure a sustainable future for our communities and the world we live in. Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists, all working together to leave this world better than we found it. GHD is dedicated to driving bold, sustainable, and profitable growth by expanding and investing in our most strategically important clients. Who are we looking for? As a Relationship Manager for the US Army, you will play a crucial role in our Enterprise Client Program, which is designed to place the client at the center of everything we do. Your role will be to deliver exceptional client experiences that set industry standards and distinguish us from our competitors. By fostering strong, lasting relationships with the US Army Districts, you will help ensure that GHD remains at the forefront of the industry, consistently providing outstanding service and value - so together with our clients we can create lasting community benefit. You will exemplify world-class client relationship management, demonstrating empathy and leadership to contribute to the growth of GHD's Enterprise Client Portfolio (ECP). The objective of the ECP is to build strong long-term relationships, deliver innovative solutions that meet the client's biggest challenges, and provide critical input to inform enterprise decisions. You will work across enterprise geographies and cultures to represent the client's perspective, identify growth opportunities, and share best practices to help your client achieve their objectives. As a leader, you will coach, mentor, and support your Client Engagement Team members and the broader business to succeed throughout every stage of the client's journey with GHD. You will continuously improve client relationships, experiences, and delivery while achieving revenue growth and profitability targets. See what the power of commitment can do for you! Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: Lead and mentor a high-performing Client Engagement Team (CET) dedicated to solving the client's most challenging problems through technical skills, innovative solutions, and elevated experiences. Lead the creation and execution of yearly Growth and Client Interactions Plan, to achieve growth objectives for the Client, focusing on a 3-5-year horizon and enhancing client-GHD strategic importance through Executive Sponsor engagement Build and establish lasting relationships through consistent application of GHD's Strategic Account Leadership (SAL) methods and mindset Utilise knowledge of the client's business, preferences, industry, and market trends and adopt a solution architecture mindset to identify growth opportunities, new innovations, and deliver tailored solutions, while sharing insights and best practices Maintain and renew a deep knowledge and understanding of the clients' organisation (such as policies, procedures, or relevant regulatory requirements) to ensure GHD's delivery adheres to their needs and requirements, taking appropriate action to resolve and/or escalate issues as appropriate Promote a culture that supports learning from experience, adopting original approaches based on lessons learned, and facilitating the sharing of business-wide insights Optimise investments to support the client's needs, validating their values and preferences to improve use of services and GHD's strategic relevance to the client Drive financial performance by setting ambitious goals, monitoring data to inform priorities, achieving growth targets, and improving proposal win rate, value-add & client-initiated variations Play a leadership role in developing a forward-looking opportunity pipeline and participating in project acquisition activities, guiding client preferences, and representing clients within GHD's Tender Review Group (TRG) reviews Champion and ensure accuracy of client data and documentation in Salesforce, using insights to support decision making, providing regular performance updates to the Executive Sponsor and the Economic Region Leadership Team Actively seek client feedback, improve satisfaction, resolve complex issues quickly, and collaborate with teams for effective resolutions Partner with the Executive Sponsor and CET members to intentionally build top-level relationships within the client's ecosystem to deepen the connection with GHD Build a culture that supports learning from experience by adopting original approaches based on lessons learned, facilitating the sharing of client insight Champion the development and execution of client project delivery processes to ensure an understanding of the client's objectives Develop and deliver multi-mode communications that convey the unique needs of diverse stakeholders within the client and GHD Develop own capabilities by actively participating in formal and informal training and coaching Actively take advantage of marketing activities (i.e.. Account based marketing) to increase engagement, and play an active role in monitoring, qualifying, and building relationships with new leads Mentor the next generation of client leaders What you will bring to the team: Engineering or Science degree 8 to10 years of experience in a client management or business development discipline or related client-facing role with the US Army or working for the US Army Successful experience in forming strong and collaborative relationships with clients and internal team members across a broad geographical reach Strong organizational skills with the ability to schedule and manage multiple tasks and meet tight deadlines A proactive and responsive communicator, actively responding to requests for insight or information, in a proactive and timely manner backed by excellent written and verbal communication skills across a broader range of audiences and personas Shows a high degree of accuracy and meticulous attention to detail to synthesise insights and information that support business decisions Ability to work and thrive in a fast-paced, dynamic environment under tight deadlines. Highly developed stakeholder engagement skills, recognising empathy and social cues and addressing needs with tact and sensitivity to foster strong rapport Skilled at maneuvering through ambiguity or complexity, people-related dynamics and (at times) contradictory information to solve problems Encourage others to think differently and enrich their analyses of complex situations, building support for ideas among key decision-makers and stakeholders, to overcome any resistance Proficient knowledge of MS office suites and CRM technology (Salesforce) Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like. Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Note: Experience working with this client is a requirement. As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status. #LI-TW1

* Gain a full understanding of the customer's: * Nature of business and business model * Business strategy and long-term objectives * Business requirements * Industry trends * Risk factors * Financial Condition * Develop and execute a Relationship Development Plan tailored to each customer's needs and update it at least annually. The plan should include a comprehensive analysis of the business, market and industry, business requirements, potential banking products & Services to supplement or complement and the execution timeline. * Negotiate terms and conditions, including but not limited to: pricing and fee for loans, deposits and other banking services on terms acceptable to the Bank. Communicate pricing strategy with respective Portfolio Management units in written document form. * Establish effective communication channels with underwriters, branch personnel, treasury management services and other bank employees to ensure high quality customer experience. * Meet or exceed assigned Deposit, Loan, Fee Income Production Goals. * Meet or exceed assigned Partner Referral Goals. * Meet or exceed assigned New Customer Relationship Goals. * Develop a and Execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships. * Proactively solicit new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists. * Actively engage in networking opportunities/events for target industries to help raise brand awareness of the Bank and to identify prospective customers. * Work closely with the Treasury Services Team to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs. * Proactively update status of all business leads and deals on the Bank CRM. * Participate in the Bank's sales training program(s) to continue develop sales and business development skills. * Prepare a complete credit package for underwriting, which includes, but not limited to: completed application, tax returns, financial statement, legal entity documents and any other pertinent business and/or property information. * Analyze financial and related data to determine the general credit worthiness of Commercial customer/prospects and the merits of specific credit requests. * Collaborate with underwriting to identify credit risks and recommend appropriate credit structure. * Presents credit requests to loan committee for approval. * Generally, handles loan relationships with aggregate exposure up to $15M and portfolios up to $75M * Expand and Retain existing relationships to maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products. * Investigate and follow up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary. * Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations. * Monitor payment performance of the loan portfolio and contact the customer for any delinquency related follow up. * Ensure timely communication with borrowers, loan officers, portfolio managers and credit administration. * Comply with all applicable enterprise risk management requirements and documentation including AML/OFAC. * Monitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers. * Coordinate as a point of contact in communication with the customers to fulfill KYC requirements and other inquiries form the AML/OFAC team. * Report any suspicious activities to the AML/OFAC Department. * Complete all required Compliance Training prior to assigned due dates. * Assist in conducting due diligence requested and compliance requirements. * Mentor Business Development Officers. * Participate in various internal committees assigned by senior management. * Complete other assigned duties. Job Qualifications/Requirements * Minimum 5+ years' experience in banking. * Excellent organization skills and ability to handle and prioritize multiple tasks. * Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements. * Minimum Education Level: Bachelor's Degree * English: Written: Advanced Verbal: Fluent * Computer / Systems Knowledge Requirements- Intermediate * Ability to generate new business through a consultative sales approach. * Ability to close sales without relying solely on interest rates. * Ability to originate C&I Loans. * Thorough knowledge of bank's credit policy & procedure and underwriting guidelines. * Ability to analyze and organize financial information and perform complex financial calculations. * Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines. * Ability to present the loans to various credit approving authorities within the bank. * Ability to close approved loans and to support loan servicing, including collecting updated financials and collection. * Ability to respond effectively to the most sensitive inquiries or customer complaints. * Excellent interpersonal, written and verbal communication and presentation skills. * Ability to make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members. * Present a professional image in dealing with customers, interdepartmental and external representatives. * Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. The salary range for this full-time position is $120,000.00 annually - $130,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

plumpos.com Plum Sales Relationship Manager: Commission-Residuals Based Welcome to Plum POS, a super-fast growing and innovative company. As a Plum Sales Relationship Manager, you use a Consultative Approach to sales. We need great listeners that enjoy asking great questions that help build trust and strong business relationships. At Plum POS, we set you up for success and a bright future. With uncapped commission, clearly defined role and expansions, transparent leadership that empowers you to achieve your goals. You will be responsible for promoting and selling Plum POS while building positive relationships with local restaurant owners. Bring your restaurant, bar, and/or hospitality management experience here. And help us grow with your understanding of potential customers needs and pain points. With a we walked in their shoes before and understand mindset. The role is focused on prospecting, building relationships, leading the sales cycle, and closing sales with prospective restaurants. Lastly- if you are someone who is confident, self-motivated, self-disciplined, collaborative, and high achieving with a strong entrepreneurial spirit- this job is for you! Essential Duties and Responsibilities: Prospect and canvas opportunities within the restaurant, hospitality, bar, and nightclub markets Schedule discovery meeting calls with prospective customers. Set in-person presentations, product demos and present proposals Identify prospective customers needs and POS pain points and match those needs with solutions provided by Plum POS Manage the full sales cycle from prospect to sale with a growing portfolio of clients Qualifications that will help you succeed: Restaurant operations and/or management experience POS or restaurant technology experiences Have the desire and commitment to do what it takes to be successful in sales Great written and verbal communication skills Ability to learn and quickly become proficient with new technology Ability to adapt to ever-changing environments/situations Self-starter with strong time management skills B2B Sales Experience Compensation: This is a commission-based position with expected first year earnings between $80,000 $125,000. Commission includes monthly residuals and an optional Signing Bonus Advance of 50% of first-year profit margins. You will start part-time with an opportunity for full-time with lucrative benefits after meeting sales goals, plus a bi-weekly allowance for business expenses. Compensation package: Part-time or Full-time Commission only Commission pay Monthly Allowance Uncapped commission Education: Associate's Degree (preferred) Job Types: Full-time, Part-time Willingness to travel: 75% (Required) Work Location: On the road Disclaimer: Plum is an Equal Opportunity Employer and participates in the E-Verify program to confirm employment eligibility of all newly hired employees.

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Houston, TX Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family. Ready to build something that's yours-forever? At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally). This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever. What You'll Do Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory Develop a book of business through new client acquisition Manage and grow the accounts you open-these are yours to keep Offer solutions with our products in packaging, automation, janitorial, safety, and beyond Represent the Ernest brand with professionalism and personality What You'll Get Uncapped earnings: Base salary + commission + bonuses + car allowance Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best. Benefits: Medical, dental, vision, 401(k), PTO Culture that clicks: Fun, supportive, driven-we root for each other Legacy with lift: 79+ years of innovation, and we're still growing What We're Looking For Passion for sales and relationship-building Previous experience in outside sales Hunter mentality with a knack for face-to-face engagement Resilience, positivity, and an entrepreneurial gritty spirit We're not your typical company and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest. Wanna see what makes us awesome? Hit play on our latest videos: Newest Company Video with Keanu Reeves! Watch us make a cardboard skateboard with Tony Hawk! Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Houston photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

What The Role Is Under general supervision, but in accordance with established lending policies and procedures, receives and reviews applications for commercial and consumer credit, primarily commercial. How You Will Make An Impact * Solicits business from potential and existing customers (outside and inside bank location) to include loans and deposits. * Interviews commercial applicants and processes loan applications. * Analyzes applicant's financial status and credit to determine feasibility of granting loan. * Prepares appropriate loan documentation and verifies loan agreements are complete and accurate according to bank policy. * Approves loans that meet established lending criteria and are within approved lending limits. * Maintains customer relationships. * Manages a portfolio of consumer and commercial loans (primarily commercial). * May coordinate some collection efforts. * Provides and maintains a professional, business-like atmosphere within the banking division. * Represents the financial institution in public relations activities and community affairs. Who You Are * Excellent interpersonal and customer service skills. * Sales oriented. * Strong desire to be part of a winning team that is growing our presence in Texas. Education * Bachelor's degree or equivalent work experience. Experience * A minimum of 5 - 6 years experience in a financial institution as a commercial lender. * Knowledgeable of laws and regulations applicable to lending practices. * Proven history of developing new business and successfully managing a portfolio. Characteristics * Regular and reliable attendance. * Works cooperatively with others. * Strong Interpersonal skills * Excellent foundation in commercial lending. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. Cadence Bank #LI-EW1

Company DescriptionJobs for Humanity is partnering with Thrive Skilled Pediatric Care LLC to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Thrive Skilled Pediatric Care LLC Job DescriptionCalling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them? Opportunity: This role presents a guided path to leadership opportunities. The candidate successful in this role will have foundational leadership skills that will prepare them for a bigger scope of responsibility within the organization. Thrive SPC is excited about investing in our employees with structured coaching, mentoring, and leadership development. We seek a Client Relationship Manager who can hit the ground running - cultivating and managing relationships with the parents of our clients and the nurses who care for them. This is a terrific opportunity to build and “grow your own business” sharing in the personal and financial rewards of a service role in the healthcare industry. We're building our next generation of Location Directors by investing in people like YOU! Come grow with us! Thrive Skilled Pediatric Care's purpose is simple, to provide high quality clinical home care to medically fragile children so they can grow and flourish to their full potential. We deliver this through our commitment to our purpose, our passion for what we do, and our pride in contributing to the health and wellbeing of children and their families. Requirements: New College Grads Welcome to apply! Thrive SPC will train and develop candidates with the right mix of compassion, dedication and determination and those who embody our purpose and core values. Bachelor's degree required or equivalent work experience. Minimum of 2 years sales or service experience in fast-paced environment. Demonstrated success in building long-term relationships with a broad range of people. Experience recruiting/hiring candidates desired. Dynamic interpersonal and communication skills. Results-oriented with a proven ability to work independently, as well as with a team, to deliver on expected performance results. A can-do attitude is a must. Excellent organizational and oral/written communication skills. Home care or health care experience desired. Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and other systems. Responsibilities: Maintains and updates staffing needs of our patients and their families in a timely manner. Coordinates the opening of new patient referrals in partnership with the Clinical Supervisor. Utilizes Thrive SPC's applicant tracking system to engage and convert nurses and other care team members after initial screening and submission of the candidates from the Talent Acquisition Team. Seeks and engages in opportunities to attract nurses through passive methods: sourcing, employee referrals, local job fairs, etc. to successfully fill the needs of open cases. Takes responsibility to ensure the nurses desired hours are met weekly to ensure retention of the team members. Works closely with Onboarding Specialist to ensure all nurse credentials are up to date. Utilizes strategic staffing methods to optimize the care coverage for all patients and nurses, including communication of all schedule changes, ensuring patients are staffed to meet the patient/guardian's needs with an appropriately skilled clinician, and within insurance authorization. Handles on-call responsibilities, responding to employee and client needs, and covering open shifts. About Thrive Skilled Pediatric Care Thrive Skilled Pediatric Care provides care to children who most need it, in the place that is best for them and their families - home. We offer a full range of clinical home care services and work collaboratively to ensure our patients receive the highest quality care for the best possible outcomes. Thrive SPC team members work in a rewarding, supportive and values-driven environment, with comprehensive benefits and best-in-class development programs designed to advance their careers.

At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees. We are looking for an experienced Relationship Manager to join Amegy's Commercial Lending Team in Houston, TX. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. Essential Functions: Developing strong, low risk commercial relationships while maintaining quality customer service. Act as the principal account and relationship manager for new and existing clients. Maintain a high level of client satisfaction by generating, managing and servicing a portfolio of clients. Develop, generate and follows-up on new client leads through existing clients and referrals from other bank departments. Call 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. Cross sell other bank products. Other duties as assigned Qualifications: Typically requires a bachelor's degree and 4+ years of directly related experience. Formal credit training preferred Strong underwriting skills preferred Local business and market knowledge preferred Consistent tenure in previous roles preferred Basic knowledge of banking products and procedures, consumer and commercial credit structuring. Must have strong sales, client product and relationship management skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements. Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life Emphasis on high-touch client service; No new business requirements. Average client has 100mm+ investable assets with firm The firm has a collegial atmosphere team approach Compensation package includes base salary, bonus, equity component, and an excellent benefits package Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm ~ Relocation Assistance Available ~

The Senior Client Partner - Utilities NA is a strategic leader responsible for managing key client relationships across the North American utilities landscape. This role focuses on driving business growth, ensuring delivery excellence, and aligning enterprise capabilities with client transformation goals in areas such as grid modernization, digital customer experience, and regulatory compliance. Key Responsibilities: Client Engagement & Relationship Management * Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and program heads. * Lead strategic account planning and executive-level governance. * Foster long-term partnerships by aligning delivery outcomes with client business priorities. Business Development & Growth * Identify and pursue growth opportunities within existing accounts. * Drive consultative selling across digital, cloud, and infrastructure services. * Collaborate with sales, delivery, and domain teams to shape go-to-market strategies. Delivery Oversight * Ensure successful delivery of services across application, infrastructure, and transformation programs. * Monitor KPIs, SLAs, and client satisfaction metrics. * Lead risk management and escalation resolution. Strategic Leadership * Develop and execute account plans aligned with North American utility trends and regulatory frameworks. * Influence internal stakeholders to mobilize resources and prioritize client needs. * Mentor client-facing teams and contribute to talent development. Qualifications * Bachelor's degree in engineering, Business, or related field (MBA preferred). * 20+ years of experience in client-facing roles, including 7+ years in senior consulting or account leadership. * Proven track record managing multi-million-dollar utility accounts in North America. * Deep understanding of utility operations, regulatory environments (e.g., FERC, NERC), and digital transformation. * Strong communication, negotiation, and stakeholder management skills. Others Skills * Deep understanding of Customer Information System (CIS), Work and Asset Management, AMI, DERMS, OMS, and utility analytics platforms. * < span class="cf1">Familiarity with cloud migration, cybersecurity, and ESG initiatives. * Understanding the impact and implementation of GenAI in Utilities * Ability to navigate complex matrix organizations and influence cross-functional teams. Salary Range: $147,000-$203,000 a year #LI-MM6

Relationship Manager B2B Financial Partnerships About the Opportunity: NOW CFO is seeking an accomplished Relationship Manager to drive growth and strategic partnerships across Oregon. This role is ideal for professionals with commercial banking or financial services backgrounds who excel at cultivating trusted relationships with business leaders and financial partners. As a market-facing representative for NOW CFO, you ll develop and manage relationships with Centers of Influence (COIs) including bankers, CPAs, private equity groups, and business owners to expand our footprint and deliver tailored financial consulting solutions. You ll combine the relationship depth of banking with the proactive networking and deal execution of high-level B2B sales. If you re a connector who thrives on trust-based relationship management, strategic business development, and helping organizations succeed through financial insight, this is an opportunity to make a lasting impact. What You ll Do: Develop and strengthen referral relationships with bankers, CPAs, and financial professionals statewide. Serve as a trusted advisor to business owners and executives, identifying operational and financial needs. Build and manage a robust pipeline through targeted outreach, warm introductions, and ongoing relationship management. Represent NOW CFO at banking, finance, and professional networking events to elevate market visibility. Oversee the entire business development cycle from introduction to close ensuring a seamless client handoff to our consulting team. Track and manage all activities within Microsoft Dynamics CRM while maintaining consistent weekly engagement (20 25 meetings). Collaborate closely with internal market leaders and consultants to align client solutions with business objectives. What You Bring: 5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales. Established relationships within the banking, accounting, or financial services community (strongly preferred). Proven success building referral networks, nurturing long-term partnerships, and closing complex business deals. Strong understanding of accounting or finance principles with the ability to translate financial insights into client value. Polished communication, presentation, and negotiation skills with C-suite and financial decision-makers. Self-motivated, disciplined, and highly organized with a professional, client-first approach. Bachelor s degree in Finance, Accounting, Business, or a related field preferred. Why NOW CFO Join a fast-growing national consulting firm that partners directly with business leaders to deliver actionable financial solutions. You ll enjoy: A competitive base salary with uncapped commission potential. A collaborative, entrepreneurial culture that rewards initiative and results. The opportunity to develop lasting partnerships and influence financial strategy across industries. If you re a relationship-driven professional with deep ties to the financial or banking community, we d love to hear from you. #ZR

There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that! Join us as we strive to ensure a sustainable future for our communities and the world we live in. Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists, all working together to leave this world better than we found it. GHD is dedicated to driving bold, sustainable, and profitable growth by expanding and investing in our most strategically important clients. Who are we looking for? As a Relationship Manager for the US Army, you will play a crucial role in our Enterprise Client Program, which is designed to place the client at the center of everything we do. Your role will be to deliver exceptional client experiences that set industry standards and distinguish us from our competitors. By fostering strong, lasting relationships with the US Army Districts, you will help ensure that GHD remains at the forefront of the industry, consistently providing outstanding service and value - so together with our clients we can create lasting community benefit. You will exemplify world-class client relationship management, demonstrating empathy and leadership to contribute to the growth of GHD's Enterprise Client Portfolio (ECP). The objective of the ECP is to build strong long-term relationships, deliver innovative solutions that meet the client's biggest challenges, and provide critical input to inform enterprise decisions. You will work across enterprise geographies and cultures to represent the client's perspective, identify growth opportunities, and share best practices to help your client achieve their objectives. As a leader, you will coach, mentor, and support your Client Engagement Team members and the broader business to succeed throughout every stage of the client's journey with GHD. You will continuously improve client relationships, experiences, and delivery while achieving revenue growth and profitability targets. See what the power of commitment can do for you! Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: Lead and mentor a high-performing Client Engagement Team (CET) dedicated to solving the client's most challenging problems through technical skills, innovative solutions, and elevated experiences. Lead the creation and execution of yearly Growth and Client Interactions Plan, to achieve growth objectives for the Client, focusing on a 3-5-year horizon and enhancing client-GHD strategic importance through Executive Sponsor engagement Build and establish lasting relationships through consistent application of GHD's Strategic Account Leadership (SAL) methods and mindset Utilise knowledge of the client's business, preferences, industry, and market trends and adopt a solution architecture mindset to identify growth opportunities, new innovations, and deliver tailored solutions, while sharing insights and best practices Maintain and renew a deep knowledge and understanding of the clients' organisation (such as policies, procedures, or relevant regulatory requirements) to ensure GHD's delivery adheres to their needs and requirements, taking appropriate action to resolve and/or escalate issues as appropriate Promote a culture that supports learning from experience, adopting original approaches based on lessons learned, and facilitating the sharing of business-wide insights Optimise investments to support the client's needs, validating their values and preferences to improve use of services and GHD's strategic relevance to the client Drive financial performance by setting ambitious goals, monitoring data to inform priorities, achieving growth targets, and improving proposal win rate, value-add & client-initiated variations Play a leadership role in developing a forward-looking opportunity pipeline and participating in project acquisition activities, guiding client preferences, and representing clients within GHD's Tender Review Group (TRG) reviews Champion and ensure accuracy of client data and documentation in Salesforce, using insights to support decision making, providing regular performance updates to the Executive Sponsor and the Economic Region Leadership Team Actively seek client feedback, improve satisfaction, resolve complex issues quickly, and collaborate with teams for effective resolutions Partner with the Executive Sponsor and CET members to intentionally build top-level relationships within the client's ecosystem to deepen the connection with GHD Build a culture that supports learning from experience by adopting original approaches based on lessons learned, facilitating the sharing of client insight Champion the development and execution of client project delivery processes to ensure an understanding of the client's objectives Develop and deliver multi-mode communications that convey the unique needs of diverse stakeholders within the client and GHD Develop own capabilities by actively participating in formal and informal training and coaching Actively take advantage of marketing activities (i.e.. Account based marketing) to increase engagement, and play an active role in monitoring, qualifying, and building relationships with new leads Mentor the next generation of client leaders What you will bring to the team: Engineering or Science degree 8 to10 years of experience in a client management or business development discipline or related client-facing role with the US Army or working for the US Army Successful experience in forming strong and collaborative relationships with clients and internal team members across a broad geographical reach Strong organizational skills with the ability to schedule and manage multiple tasks and meet tight deadlines A proactive and responsive communicator, actively responding to requests for insight or information, in a proactive and timely manner backed by excellent written and verbal communication skills across a broader range of audiences and personas Shows a high degree of accuracy and meticulous attention to detail to synthesise insights and information that support business decisions Ability to work and thrive in a fast-paced, dynamic environment under tight deadlines. Highly developed stakeholder engagement skills, recognising empathy and social cues and addressing needs with tact and sensitivity to foster strong rapport Skilled at maneuvering through ambiguity or complexity, people-related dynamics and (at times) contradictory information to solve problems Encourage others to think differently and enrich their analyses of complex situations, building support for ideas among key decision-makers and stakeholders, to overcome any resistance Proficient knowledge of MS office suites and CRM technology (Salesforce) Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like. Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Note: Experience working with this client is a requirement. As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status. #LI-TW1

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Dealer Relationship Manager (DRM) in Auto Finance, you will motivate new and existing auto dealers to use Chase Auto Finance in the Greater Houston market. The DRM is responsible for managing and expanding relationships with automotive dealers, focusing on full dealer service needs including, retail services, commercial services and treasury solutions. This role involves working closely with dealers to understand their financial needs, providing tailored solutions, and ensuring a high level of customer satisfaction. The DRM will collaborate with internal teams to deliver comprehensive financial services that support the growth and success of dealer clients. Job responsibilities Sign up dealers to programs in the local market. Interface directly with all dealership personnel including training dealers on contracts, worksheets, and leasing. Inform dealers of policy, procedures and price changes. Develop pricing/program recommendations for territory. Act as liaison between dealers and Dealer Service Center where credit decisions are made. Liaise between the manufacture's regional office and Chase Auto Finance programs and initiatives. Monitor ongoing dealer performance such as efficiency ratios, delinquency, losses, profitability, etc. Increase and maintain required market share levels and attain volume plan at acceptable business levels. Train dealers on all consumer and commercial products. Achieve sales targets and build long-term client relationships. Work with dealers to identify treasury management opportunities. Identify opportunities to offer commercial financing solutions, including floor plan financing, real estate loans, and working capital lines of credit. Required qualifications, capabilities, and skills Underwriting experience within the auto finance industry Demonstrated people management skill an ability to influence Excellent verbal and written communication skills Experience managing a sales territory Knowledge of indirect auto finance industry Excellent sales presentation skills to motivate new clients to use services and product Thorough knowledge of indirect finance products (retail/lease) Excellent verbal and written communication skills Demonstrated ability to establish and maintain client relationships Willing to travel up to 50% locally Strong understanding of dealer commercial financing and treasury management products. Preferred qualifications, capabilities, and skills Consumer leading and commercial product knowledge.

The Client Experience Manager- Order to Cash (OTC) is a pivotal role at HighRadius, responsible for driving adoption, satisfaction, and long-term value for a portfolio of our most strategic customers. You will act as a trusted business advisor and functional expert, ensuring clients are maximizing their investment in the HighRadius platform to achieve their desired business outcomes. Crucially, this is a business and functional partnership role, not a technical support position. Your focus will be on understanding customer accounts and guiding them on how to leverage our solutions to optimize their workflows. Key Responsibilities: Portfolio Management: Serve as the primary business and functional point of contact for a dedicated portfolio of HighRadius's top-tier enterprise customers, building deep and lasting relationships with key stakeholders, from process owners to executives. Strategic Advisement: Leverage deep Accounts Receivable (AR) domain expertise to understand customer challenges and proactively recommend best practices, process improvements, and functional solutions within the HighRadius platform. Value Realization: Conduct regular strategic business reviews to showcase the value realized, analyze key performance indicators (KPIs), and align with customer leadership on future goals and opportunities for growth. Consultative Engagement: Master the art of active listening and asking insightful, clarifying questions to uncover underlying business needs, potential risks, and opportunities for deeper platform adoption. Advocacy & De-escalation: Navigate and de-escalate complex customer situations with poise and precision. You will act as the customer's advocate within HighRadius, coordinating with internal teams to ensure timely resolution of functional (non-technical) inquiries and challenges. Requirements: Experience: 5+ years of progressive experience within Accounts Receivable. Lead or Supervisory experience is preferred but not required. Domain Expertise: Demonstrated, in-depth knowledge of the Accounts Receivable (AR) and the broader Order-to-Cash (O2C) cycle. Direct experience in credit management, collections strategy, cash application, or deductions management is a significant advantage. Exceptional Communication: World-class customer-facing communication and presentation skills. You possess a natural talent for active listening, building executive rapport, and articulating complex concepts in a clear, concise manner. Thrives Under Pressure: Proven ability to manage high-pressure situations, think critically on the fly, and handle complex customer objections or concerns with a calm, methodical, and precise approach. Systems & Technology Fluency: Comfort navigating and discussing various enterprise systems and their business implications. Experience with HighRadius products or major ERPs (e.g., SAP, Oracle, NetSuite) is desired. Education: Bachelor's degree in Business, Finance, Accounting, or a related field. Perks & Benefits: Performance-based commission (for eligible roles) Competitive benefits, 401k matching plan, and wellness resources Opportunity to earn stock options for top-performers Paid parental leave Paid company & flex holidays ZINGy environment: quarterly events, team outings, and MORE!

Work with the best, serve the elite, and set the standard - as our Client Experience Manager. We are seeking a Client Experience Manager to join the world's leading chauffeured services company. With offices in Houston and London, we serve top-tier clients across the globe and set the benchmark for luxury, professionalism, and service excellence. Position Summary: The Client Experience Manager will uphold GGT's standards of excellence, delivering our premium service offering and reinforcing our value proposition to top-tier clients. In a fast-paced, high-volume, and time-sensitive environment, this role balances the demands of exceptional client service with a culture of employee appreciation and team-building initiatives. The ideal candidate will be: Impeccable in presentation: polished, poised, and professional. Client-centric: dedicated to anticipating and exceeding client needs. Innovative: able to think outside the box and create solutions that set us apart. Collaborative: eager to work alongside the best team in the industry across our international offices. What we offer: The opportunity to work with world-class clientele in corporate aviation, luxury and executive travel. A global platform with established offices in Houston and London. A competitive compensation and benefits package. A career-defining role in an organization where excellence is the standard. If you are driven to deliver a flawless client experience and want to be part of a team that leads the industry, we would like to hear from you. Key Responsibilities: Client Onboarding: Serve as the primary point of contact for new clients, ensuring a seamless introduction to our services and an exceptional first impression. Service Oversight: Monitor service delivery and proactively address any deviations, resolving issues quickly to maintain client satisfaction and uphold brand standards. Quoting & Pricing Support: Prepare accurate and timely quotes for clients, coordinating with operations and sales teams to ensure feasibility and profitability. Client Relationship Management: Build and nurture long-term relationships with high-net-worth and corporate clients, anticipating needs and providing personalized solutions. Cross-Functional Collaboration: Work closely with global operations, sales, and concierge teams to ensure consistent service quality across all touchpoints. Issue Resolution & Escalation: Act as the escalation point for client concerns, ensuring prompt resolution while maintaining a high level of discretion and professionalism. Service Improvement Initiatives: Identify opportunities to enhance the client experience, streamline processes, and contribute to service innovation. Reporting & Analysis: Track client interactions, feedback, and service metrics, providing actionable insights to leadership for continuous improvement. Special Projects & Events: Support VIP programs, high-profile client requests, and bespoke service initiatives as needed. Brand Ambassador: Represent the company at tradeshows, conferences, and industry Qualifications: Proven client-facing experience: 5+ years in luxury services, hospitality, aviation, or high-end transportation industries. Polished and professional presentation: Comfortable representing a global brand to high-net-worth and corporate clients. Exceptional communication skills: Written and verbal, with the ability to manage sensitive situations tactfully. Strong problem-solving abilities: Able to resolve service deviations and client concerns quickly and creatively. Organized and detail-oriented: Skilled at managing multiple clients, projects, and global communications simultaneously. Tech-savvy: Comfortable using CRM systems, quoting software, and office productivity tools. Collaborative mindset: Able to work across global teams in Houston and London. Flexibility: Willingness to travel for tradeshows, conferences, and client events. Bachelor's degree preferred (or equivalent experience) in corporate aviation, hospitality, executive or luxury travel, or related field. Benefits: Paid Holidays - 8, including 1 personal day Paid Time Off - 15 days Medical, Dental, Vision Insurance Life Insurance GGT WORLDWISE is a dynamic service company located in Southwest Houston. We are a company of hard-working achievers that hold company culture near and dear. We are client focused, work as one team, and strive to be better every day. These are our core values. We are an equal opportunity employer committed to creating an inclusive environment for all our employees, where different backgrounds and perspectives are valued and encouraged - regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. We encourage all people to come as they are. We operate with integrity, esteem diversity and treat each other fairly and with respect.

Apply Description At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business Banking Client Manager. Description: The Business Banking Client Manager position is responsible for the sourcing, securing, developing, and retaining of profitable business banking relationships within the assigned region. The primary focus is on finding new business opportunities to sell the Bank's products and services and the retention/expansion of existing relationship. This position is also responsible for contributing to the assigned region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. The Business Banking Client Manager maintains and grows current relationships by identifying and presenting new lending opportunities as well as cross selling bank products as the opportunity arises. This role serves as primary manager of a portfolio of relationships and targets clients with loan exposures primarily in the $250M to $2.5MM range. Responsibilities: Serves as primary contact with assigned customers focusing on retention and growth in profitability. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the Bank. This would include Deposit Products, Cash Management, Capital Markets, Loan Products and personal banking products and services. Develops new business banking relationships for the Bank. Conducts interviews with applicants to thoroughly understand current and prospective needs including the business financial situation and need for Bank products and services. Visits applicants at their places of business to verify and better assess their current situation and future needs. Obtains financial statements, tax returns, and other credit information and ensures maintenance of electronic credit files. Conducts analysis of pertinent credit information and/or credit checks. Works closely with the credit group on all new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the portfolio manager forming a one banking team for all bank clients. Manages existing portfolio and stays informed on their condition. Is aware of developing trends in the market, which may impact credit quality. Works closely with the portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses. Manages all communications with customers related to credit and non-credit issues. Works with commercial documentation department and Business Credit Management team in the review and negotiation of loan documents. Maintains assigned annual goals for portfolio growth, new business development, and portfolio maintenance. Education / Experience Preferred: Bachelor's Degree in a related field, preferred. 1-3+ years of experience with business development. Must possess experience in commercial or business banking with general knowledge of lending laws and regulations. Credit experience Must possess excellent communication skills, both written and verbal. Must possess excellent customer service skills. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy Stay informed on regulatory changes Completes special projects as assigned Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership Serves as a mentor to colleagues as requested KNOWLEDGE, SKILLS & ABILITIES: Ability to forge relationships with key insurance markets and carrier representatives Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites Must have strong Excel skills, ability to create and manage large spreadsheets of data Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects Ability to work as part of a team of professionals and build relationships with other Firm business segments EDUCATION & EXPERIENCE: At least 4 years' of related insurance experience, or associated industry experience Bachelor's degree preferred Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment) IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-Hybrid #LI-SB1 IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Ideal Candidate location: Houston, Texas The Client Partner in our Oil & Gas Division is a Business Development Leader who establishes themselves as an expert and business ally to their clients. With a mixture of advocacy and inquiry skills, the Client Partner provides maximum value in every sales interaction. They leverage industry knowledge, challenge assumptions, ask difficult questions, bring insight, and provide solutions to their clients' specific business afflictions and aspirations. Customers include a range of mid-tier companies, enterprise, and multinational corporates. Client Partners seek to uncover new opportunities and connect clients' strategic goals and challenges to SoftServe's suite of service offerings for increased account revenue and wallet share through the creation of new sales opportunities. Duties & Responsibilities * Lead business development activities, develop new opportunities with existing client(s), and achieve sales booking and billing targets * Develop and maintain a key account plan to lead a comprehensive account strategy based on a deep understanding of the client's pain points and goals * Build and grow relationships with relevant decision-makers that result in increased account revenue and wallet share * Use personal expertise to uncover the client's known and unknown needs and goals, communicate and persuasively deliver the value proposition for all of the services offered by SoftServe, empowered to present a clear rationale to gain the customer's agreement * Facilitate the opportunity and proposal management activities; ask relevant questions, exhibit genuine curiosity, evaluate the level of interest, identify areas requiring further information, and facilitate follow-up sessions with the client to monitor progress * As the customer champion you collaborate in cross-functional teams to build strong relationships: team up with account execs on accounts that will be added to your portfolio, lead account development activities with the customer as well as partner teams, liaise with services teams to understand customer's business goals, project goals and success for effective cooperation * Achieve superior NPS scores with clients, provide input into client participation in the SoftServe NPS process, monitor customer satisfaction at each stakeholder level, and initiate changes needed to increase satisfaction, and provide leadership * Build trust, expand network and reputation with clients at all appropriate levels, including senior technology and business executives, to drive and execute an effective account growth strategy * Ensure quality data (CRM) to enable effective customer retention and business development activities, identifying and resolving issues * Ensure operational compliance through a deep knowledge and understanding of the organization's policies, target APMs for accounts and procedures, and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. * Understand major IT infrastructure and security requirements at the client side * Be an active member of our client partner community, participate in the development of your own capabilities (assessment and development planning activities, formal and informal training, external professional accreditation) * Expected to embrace our company values, as a SoftServian, you are committed to promoting and supporting a work environment built upon mutual cooperation and respect for one another * Collaborate with internal and external stakeholders to support the timeliness of invoice processing * Leverage client relationships to prompt facilitation of payment, as deemed appropriate * Crisis resolution (strategizing, approving, communicating, overall support, etc.) Required Competencies & Experience * 8+ years' experience consultative sales or customer management with an emphasis on account revenue growth, working with enterprise or large Oil & Gas clients * Ability to travel up to 30% * Bachelor's Degree Preferred Competencies & Experience * Master's degree * Strong understanding of IT consulting and software development terms and concepts, technology, external regulation, and industry best practices * Experience working in a fast-paced environment. * Experience of working with multi-cultural and geographically disbursed teams * Experience in building a trusted rapport with clients, influencing decision making, and working across executive and operational levels on the IT and business side * Experience in tracking multiple customers and managing legal processes (contract renewals, negotiations, NDA, etc.) * Self-driven and highly motivated to excel * Strong interpersonal and communication skills * Strong negotiation and presentation skills * Relevant certifications in client success/relationship, project management, or leadership (CBRM, CSAP, ITIL, PMP, etc.) are advantageous This posting includes an anticipated salary range that SoftServe expects to offer for this position. The range provided reflects the base salary only. Final compensation within this range will be determined based on a number of factors, including, but not limited to: geographic location, relevant experience, education, certifications, skills, budget, and market conditions. The anticipated salary range for this role is $150,000.00 - $190,000.00 annually, in line with our internal compensation framework and budget allocation for the role. Most candidates are offered a salary within this disclosed range. If the role is eligible for a variable pay plan, this would be considered separately and may provide additional earnings beyond the base salary range reflected here. Please note, the information provided in this posting is a general summary and may not include all compensation elements or benefits associated with the position