Multi-Specialty Account Manager - Toms River, NJ
Relationship manager job in Toms River, NJ
Territory: Toms River, NJ - Multi-Specialty
Target city for territory is Toms River - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Atlantic City, Lakewood, Burlington.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Client Engagement Manager
Relationship manager job in Yardley, PA
At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
This opportunity is within the EVERSANA Deployment Solutions business unit, which partners with top tier pharmaceutical, medical device and biotechnology companies to provide better, smarter, faster solutions for the industry. The Client Engagement Manager applies Commercial operational services knowledge and project management processes obtained through education and experience to partner with Business Development and the Deployment Solutions leads to increase operational efficiencies and provide project support from the time an opportunity is officially pursued through hand-off to the Account Activation team.
At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Essential Duties And Responsibilities
Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by:
Utilize a systematic and repeatable approach, to inspect a business opportunity and to disarm and/or remove all types of organizational barriers and to identify the appropriate SMEs to assist with operational design and execution.
Works closely with Business Development to capture project requirements, scope and success metrics.
Responsible for post-win Salesforce documentation for all business opportunities.
Mobilizes a cross-functional team appropriate to the opportunity, e.g., CRM, Incentive Compensation, Data, Reporting etc. to establish and document project development strategy, schedule, costs, budget and resource needs.
Works with the appropriate SMEs to establish the execution plan weighing tradeoffs.
Continuously tracks project activities, risks, and issues to ensure opportunity progress on schedule while meeting established customer requirements.
Works directly with Business Development and the SMEs when needed to drive issues to closure, and/or escalates issues and mitigation recommendations to Deployment Solutions management.
Resolves people and team dynamic issues for the effective performance of the operations team in completing their assignments.
May work with other program managers on interdependencies with other simultaneous projects.
Schedules and leads timely status review meetings, and formal project reviews.
Support GDM with SOW Operational Services details applicable to each opportunity.
Other duties as applicable to your assigned projects or departmental needs. These duties will be outlined in an annual goals and objectives process and evaluated in an annual performance management process.
Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias.
All other duties as assigned.
Expections Of The Job
Travel (20% or number of days)
Hours (40 hours per week)
Qualifications
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
Mutual respect: Able to adapt behavior to others' styles; interact with people who have different values, cultures, or backgrounds; be of service to difficult people; optimize the benefits of having a diverse workforce
Integrity/professionalism: Able to be tactful, maintain confidences, and foster an ethical work environment; prevent inappropriate behavior by coworkers; give proper credit to others; handle all situations honestly.
Collaborative: Works well with individuals or teams; works toward the best solution to a situation; fosters open dialog; accepts the thoughts of others and works to combine ideas to produce winning outcomes
Adaptable: Changes behaviors and approach to suit the situation or personalities involved
Organized: Plans and organizes work effectively; manages multiple priorities and changes to assignments; anticipates problems and potential issues; meets deadlines, schedules and commitments
Decision making and problem solving: Able to take action in solving problems while exhibiting judgment and a realistic understanding of issues; able to use reason, even when dealing with emotional topics; review facts and weigh options.
Results Focused (Commitment to Task): Demonstrate dependability in difficult circumstances and show a sense of urgency about getting results; Willingness to dedicate extra time and efforts in order to complete the task.
Accountability: Able to take responsibility for actions and outcomes and persist despite obstacles; Able to seek positive solutions.
Attention to Detail: Able to be alert in a high-risk environment; follow detailed procedures and ensure accuracy in documentation and data; carefully monitor processes; concentrate on routine work details and organize and maintain a system of records.
Customer Focus: Able to demonstrate a high level of service delivery; do what is necessary to ensure customer satisfaction; deal with service failures and prioritize customer needs
Preferred Qualifications
Along with demonstrated initiative, uncompromised integrity and a results-oriented mindset, the ideal candidate has: BA/BS degree or 5+ years of equivalent/relevant experience.
Minimum 3+ years of experience in a client services, operational management, or account manager role.
Preferred: Minimum of 3+ years of prior Life Sciences Industry-specific experience working in field sales administration/operations.
Basic understanding of Life Sciences Commercial operations to include Field Sales, Medical Affairs, Market Access, Clinical Educators, and Engagement Center programs.
Basic understanding of Sales Force Automation, CRM (e.g., Salesforce.com), Reporting/Analytics, Targeting/Alignments, Incentive Compensation and Data Management.
Excellent oral/written presentation skills as well as interpersonal skills with the flexibility in dealing with different personality types.
Strong customer service and account management skills.
Strong organizational and multitasking skills.
Proficiency in Microsoft Office applications (SharePoint, Excel, PowerPoint, Word).
Fundamental understanding and application of project management principles and skills.
Strong aptitude towards usage of automated systems.
Strong analytical skills.
Ability to translate customer needs into technical requirements.
The drive for self-development, the ability to collaborate, and an action-oriented work ethic.
Physical/Mental Demands And Working Environment
The physical and mental requirements along with the work environment characteristics described here are representative of those an individual encounter while performing the essential functions of this position.
Office: While performing the essential functions of this job the employee is frequently required to reach, grasp, stand and/or sit for long periods of time (up to 90% of the shift), walk, talk and hear; occasionally required to lift and/or move up to 25 pounds. The noise level in the work environment is usually moderately quiet, with frequent interruptions and multiple demands.
Additional Information
OUR CULTURAL BELIEFS
Patient Minded I act with the patient's best interest in mind.
Client Delight I own every client experience and its impact on results.
Take Action I am empowered and hold myself accountable.
Embrace Diversity I create an environment of awareness and respect.
Grow Talent I own my development and invest in the development of others.
Win Together I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters I speak up to create transparent, thoughtful, and timely dialogue.
Always Innovate I am bold and creative in everything I do
EVERSANA is committed to providing competitive salaries and benefits for all employees. The anticipated base salary range for this position is $84,100 to $100,000 and is not applicable to locations outside of the U.S. The base salary range represents the low and high end of the salary range for this position. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). EVERSANA reserves the right to modify this base salary range at any time.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************.
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Client Partner
Relationship manager job in Edison, NJ
IRIS Software Inc. is seeking a talented Client Partner, Logistics Domain to manage the overall relationships for large clients.
This role is mandated with rapid business expansion within their assigned accounts. They are primarily responsible for managing and growing the P&L in terms of top line and bottom line and accountable for positioning, selling and delivering new service offerings and solutions to the clients to achieve targeted results.
Location - New Jersey Area
Key Responsibilities
Manage client relationships at one or more accounts with a clear focus on creating a top-notch client experience
Customize industry prevalent engagement models to suit client requirements and delivers engagements on a multi-year roadmap. These include staff augmentation, managed capacity, managed services and business/ IT outcome-based models
Creates opportunities to engage with client stakeholders in domain and technology specific dialogue to promote IRIS' business interests and image as a thought leader
Develop and execute an account plan to grow the relationship footprint and create new opportunities to best position IRIS in a competitive landscape
Engineer deals and run the sales cycle by guiding the presales/ delivery teams
Manage and lead the IRIS team at the customer location
Update the management on a frequent basis on the potential risks/ issues and opportunities in an account
Handle escalations and negotiate with the customers, as required
Practices a disciplined approach to forecast revenue every month and manage profitability of the account(s)
Leads the consulting and delivery teams through client environments and aligns their conduct and activities to promote IRIS' business interests
Required Skills and Experience
Must have experience in managing IT engagements with clients in the industry for at least five years
Background and acumen to understand client's business, strategy and to keep up with industry trends such as regulatory imperatives
Track record of managing and growing accounts
Excellent written and oral communication skills with an ability to make effective presentations
People-person with an innate ability to develop relationships at all levels of the client organization and maintain them on a longer term
Ability to perform the role of a “trusted” advisor
Understands nuances of the onsite-offshore delivery models and effectively partners with offshore counterparts.
If you are interested in the opportunity please apply directly or you can send your resume to ********************************
Thanks
Rashi Agarwal
Technical Customer Success Manager
Relationship manager job in Trenton, NJ
Role
As a Technical Customer Success Manager, you will serve as a strategic partner to our customers, helping them unlock the full value of our platform. You'll own the customer experience end-to-end-guiding users through onboarding, driving adoption, and supporting long-term retention and growth. Success in this role requires combining deep construction scheduling expertise with excellent customer relationship skills.
This is a highly technical position that requires hands-on experience with CPM scheduling software and a solid understanding of construction project management workflows. You'll work closely with customers to refine their scheduling processes, lead pilot projects and proof-of-concepts (POCs) and offer strategic guidance on best practices.
You'll also collaborate closely with sales, product, and engineering teams, ensuring customer feedback directly informs product enhancements and new features.
Key Responsibilities
Customer Onboarding & Adoption: Lead hands-on onboarding sessions and ensure customers are set up for long-term success from day one.
Relationship Management: Build and maintain strong relationships with key stakeholders to promote engagement and retention.
Technical Training & Guidance: Provide expert support on construction scheduling best practices, especially for teams transitioning from tools like Oracle Primavera P6 or Microsoft Project.
Pilot & POC Leadership: Manage and support customer pilots and POCs, helping organizations evaluate and realize the platform's value.
Retention & Expansion: Identify upsell and cross-sell opportunities and partner with sales to drive account growth.
Customer Advocacy: Act as the customer's voice, communicating insights and feature requests to product and engineering.
Support & Troubleshooting: Assist customers with technical challenges and coordinate with internal teams to ensure fast resolution.
Data-Driven Oversight: Monitor customer usage and engagement data to proactively surface risks and opportunities for optimization.
What We're Looking For
5+ years of experience in construction project management (PM, Superintendent, or Project Engineer roles).
Deep knowledge of CPM scheduling and construction workflows.
Hands-on experience with CPM scheduling tools such as Oracle Primavera P6, Microsoft Project, or similar platforms.
Experience with data center construction (preferred).
Track record of driving customer satisfaction, retention, and account expansion.
Experience managing customer pilots and POCs.
Strong troubleshooting skills with the ability to provide clear, actionable technical solutions.
Bachelor's degree in Construction Management or Civil Engineering, or equivalent experience.
Excellent written and verbal communication skills with the ability to simplify complex concepts.
Strong relationship-building skills across both technical and non-technical audiences.
Ability to work independently in a remote environment while collaborating effectively with cross-functional teams.
Willingness to travel up to 30%.
Compensation
$125,000-$140,000 per year
Insurance Account Manager
Relationship manager job in Allentown, NJ
Personal Lines Advisor
Compensation: $75,000-$80,000 annually + Bonus Opportunity Work Setup: Onsite, Monday-Friday, 8:00 AM - 4:30 PM (Allentown, PA (Training) → Transition to Nazareth, PA Office post training)
Avenica partners with a longstanding, people-first insurance organization that has been helping individuals, families, and businesses protect what matters most for over 65 years. This team is known for its exceptional customer service, commitment to education, and dedication to building long-term relationships-not just selling policies.
This is an opportunity to join a trusted and community-focused insurance agency as a Personal Lines Advisor. You'll be responsible for servicing existing clients, managing renewals, and helping clients navigate their personal insurance needs with clarity and confidence.
How You'll Drive Impact
As a Personal Lines Advisor, you'll play a key role in maintaining strong client relationships and ensuring every policyholder feels informed, protected, and valued. You'll manage renewals and rewrites, handle client requests, and identify opportunities to add value through additional coverage or savings.
Key Responsibilities:
Handle existing clients' processes, renewals, and rewrites with accuracy and care.
Provide exceptional in-house customer service and respond promptly to client inquiries.
Educate clients on coverage options, technology tools, and ease of doing business.
Review renewal policies for accuracy and rate changes; research savings alternatives if renewal increases exceed 15%.
Identify opportunities for cross-sells and up-sells and coordinate with the Personal Insurance Producer.
Maintain accurate records in AMS360; document all client communications and carrier interactions.
Assemble applications, appraisals, and required materials for policy issuance.
Monitor renewals, cancellations, and reinstatements to ensure seamless client service.
Process and document mail, downloads, and policy updates daily per agency standards.
Follow agency E&O guidelines and maintain orderly, up-to-date electronic files.
Support special projects or process improvement initiatives as assigned by management.
About You
You're a relationship builder and problem solver who takes pride in delivering an exceptional client experience. You value accuracy, communication, and professionalism, and you're looking for a long-term opportunity to grow within a respected insurance organization.
Qualifications:
3+ years of experience in personal lines insurance or a similar role.
Active Property & Casualty License (or willingness to obtain within 45 days of employment).
Strong understanding of personal lines underwriting, coverage, and client service.
Experience with AMS360 and Microsoft Outlook preferred.
Detail-oriented with excellent communication and data-entry skills.
Self-starter with strong organizational and follow-up abilities.
Why This Opportunity?
This position offers the chance to make a meaningful impact while growing your career within an established, supportive organization. You'll work alongside experienced professionals who value mentorship, collaboration, and community involvement.
Benefits Include:
Competitive salary with bonus potential.
Health, dental, and life insurance.
401(k) with company match.
Paid holidays, vacation, and sick time.
Company-sponsored outings and team gatherings.
Support for licensing and professional development.
Relationship Manager - Corporate Asset Finance
Relationship manager job in Trenton, NJ
**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.
**Key Responsibilities and Duties**
+ Develops prospect and customer databases to generate direct and indirect leads.
+ Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.
+ Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.
+ Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.
+ Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.
+ Develops specialized product knowledge and financing expertise for covered industries.
+ Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.
**Minimum Qualifications:**
+ 5 years of Corporate Asset Finance or Large Equipment Finance experience
+ Proficient in lease structuring and pricing (Supertrump)
**Preferred Qualifications:**
+ Tenured direct relationship management/origination experience
+ Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc.
+ Significant direct "cold calling" experience
**Educational Requirements**
+ University (Degree) Preferred
**Role Specific Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Additional Job Description:**
+ This position will focus on lending and leasing through direct relationships.
Posting End Date: 12/10/25
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (*********************************************************
**Pay Range** $182,100 - $246,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Event Vendor Relationship Manager (E6048)
Relationship manager job in Piscataway, NJ
The overall purpose of this position is to help manage vendor relationships for event-related service providers within the Conferences, Events & Experiences (CEE) department and related functions. The Event Vendor Relationship Manager plays a key role in establishing, maintaining, and optimizing relationships with third parties to ensure seamless service delivery and adherence to IEEE's standards and objectives.
We are seeking an experienced and detail-oriented professional who will serve as a subject matter expert in the selection and management of goods and services required to produce meetings and events of all sizes and types. This includes creating and implementing processes to evaluate and manage existing vendors, developing frameworks for qualifying new providers, identifying and monitoring key performance indicators (KPIs), assessing performance, evolving business terms, and maintaining strong business-to-business relationships with key suppliers.
This position involves a high degree of collaboration with senior staff, volunteer leadership, and internal subject matter experts across CEE, Legal & Compliance, Strategic Sourcing, Information Technology, and other shared services. The incumbent must be adept at fostering positive relationships, ensuring compliance, and supporting operational excellence across assigned portfolio.
Key Responsibilities
* Vendor Selection & Vetting
* Identify, research, and build relationships with qualified vendors across event categories (venues, AV, catering, logistics, décor, etc.).
* Works with SMEs within the IEEE CEE team as well as current customers to understand current services and terms
* Lead vendor vetting processes, including portfolio reviews, reference checks, and verification of compliance, insurance, and licensing. Seeks agreement with end users on needs and qualitative requirements.
* Maintain and regularly update an inventory of preferred vendors.
* Contracting & Negotiation in concert with authoritative entity such as IT, Finance, Legal, etc.
* Support the negotiation of vendor agreements, pricing, and terms in collaboration with legal and finance teams.
* Ensure all contracts reflect service expectations, event requirements, and risk management protocols.
* Performance Monitoring & Relationship Management, quarterly reviews, issues reports to management, etc.
* Track vendor performance using standardized evaluation tools and metrics as agreed with Sr. Director.(e.g., on-time delivery, service quality, flexibility).
* Coordinate and document post-event reviews with stakeholders to collect feedback and address any concerns.
* Serve as a primary relationship manager for establishing and measuring, vendors, ensuring responsive communication and timely conflict resolution.
* Build long-term, mutually beneficial relationships with high-performing vendors. Recommend continuous improvement opportunities and innovations
* Identify and implement process improvements in vendor onboarding, evaluation, and performance tracking.
* Keep accurate vendor records and documentation within internal systems.
* Seeks opportunities to automate, innovate and hasten operations through the use of technology.
Travel Information
* 5-10% approx. 2-3 trips per year which may include weekends
Education
* Bachelor's degree or equivalent experience Business, Hospitality, Event Management, or related field. Req
Work Experience
* 6-8 years' Experience in vendor management, procurement, or operations within events, hospitality, or related industries. Licenses and Certifications.
* Certification in Event Planning (CMP, CSEP) or Vendor Management is a plus Pref Skills and Requirements.
* Excellent communication skills including creating and delivering presentations to global audiences.
* Strong negotiation, relationship-building, and organizational skills.
* Proficiency in Microsoft Office, project management platforms, and CRM/vendor tracking tools.
* Ability to work independently and manage multiple vendors simultaneously in a fast-paced environment.
* Familiarity with vendor compliance tools (e.g., Avetta, ISNetworld).
* Experience in event production cycles and working with cross-functional teams.
Other Requirements:
As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.
PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.
For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Disclaimer: This is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.
Client Manager, Commercial Risk - IAS Mid-Atlantic
Relationship manager job in Holmdel, NJ
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.
JOB DESCRIPTION SUMMARY:
The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial 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:
Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Compose professional business correspondence via letter, email, and/or other means
Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
Attend client meetings with the Advisor or Director Risk Management, when requested
Assist co-workers in responding to client inquiries or processing work, when needed
Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.
Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.
EDUCATION & EXPERIENCE:
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 all required licenses within the first 90 days of employment).
3+ years of experience in a Commercial Account Manager role.
OTHER:
Fast paced, multi-tasking environment.
Travel as required.
#LI-JL1
#LI-HYBRID
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.
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.
Auto-ApplyClient Relationship Manager-Banking & FS
Relationship manager job in Bridgewater, NJ
**Client Relationship Manager-Banking & Financial Services** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
**Key Responsibilities**
· Build trusted relationships with client stakeholders
· Understand the client environment, issues, and priorities
· Work with clients to define their problems and co-create solutions
· Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
· Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions
· Serve as the day-to-day point of contact for the clients
· Responsible for backlog growth including renewals and extensions of current engagements
· Lead the onsite project teams and ensure they understand the client environment
**Required Experience**
· Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
· Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
· Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
· Ability to interface at all levels of an organization
· Excellent oral and written communication skills and executive presentation and persuasion skills are required
· Bachelor's degree
**Preferred Experience**
· MS or MBA degree
· Strong background in a project environment and application development in the BFS vertical.
· Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
· Must be detail oriented and able to manage and maintain all facets of complex assignments.
· Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
· Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
**Top Reasons to Join Our Team**
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
**Salary and Other Compensation** :
The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual bonus program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
**A Good fit for the Cognizant culture**
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Work Authorization
**Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.**
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Business Relationship Manager I- Officer
Relationship manager job in Somerville, NJ
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business networkivalent work experience
Strong current business network
Auto-ApplyGovernment Banking Officer
Relationship manager job in Iselin, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Government Banking Officer manages our government banking business and team, consistent with the strategic initiatives of the Bank, and develops tactical processes to grow the business.
This position serves as the Bank's contact for municipal and public-sector clients, focused on the delivery of customized deposit products and Treasury Solutions.
KEY RESPONSIBILITIES:
Oversees the day to day of Government Banking operations; assigns annual goals and overall success of the department and team. Approves departmental transactions including wires, ACH limits and RDC limits in accordance with authorities given.
Maintains the Bank's existing Government client relationships, by providing exceptional service and expert knowledge, in accordance with the Bank's policies, procedures and profitability measurements.
Develops strategies to generate new business and retain existing relationships. Introduces products and services to build revenue and allow clients to operate more efficiently. Performs business development activities including sales calls and prospecting to establish new client relationships that meet bank profitability objectives.
Research and develop new products to meet client needs and build revenue.
Meets with COI's to obtain new client opportunities. Develops presentations to COI's to increase sales of new products and services.
Attends annual conferences and seminars to identify new client opportunities and promote the Bank's position in the market.
Prepares and reviews proposals and request for proposal responses.
Presents and deliveries proposals to customers and their respective boards, as needed.
Participates in committee meetings as directed by Executive Management. Conducts meetings with direct reports to review results.
MINIMUM QUALIFICATIONS
Bachelor's degree plus 8 years related experience and/or training or equivalent combination of education and experience.
Eight years related management experience.
Three years' business development experience.
Prior experience working with government agencies.
Strong work ethic with a desire to succeed.
Strong presentation and negotiation skills.
Ability to effectively manage multiple priorities with competing deadlines in a fast-paced environment.
Ability to identify top talent and create career paths for the team's professional growth.
Excellent leadership skills with the ability to influence change, challenge the status quo and achieve results.
Ability to lead and inspire excellence. Encourages the development of others and holds the team accountable.
Strong ability to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to others' success.
Excellent communication skills, both written and verbal. Ability to effectively communicate with internal customers at all levels of the organization as well as external customers and prospective customers.
Ability to solve problems, think critically, make sound decisions, create and execute problem resolutions.
Highly engaged and educated on current industry standards, technology trends, and improvements. Actively sharing knowledge and experience with team members and encouraging a learning environment.
Strong business acumen and leadership skills with ability to build relationships and influence decisions at all levels.
Promotes continuous improvement of processes and procedures to address an ever-changing business climate.
Ability to create a strategy and deliver results.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. s and duties may be modified when deemed appropriate by management.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$114,100 - $163,000 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
Personal Lines Client Manager - Iselin, NJ
Relationship manager job in Iselin, NJ
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
3-7 years minimum Personal Lines Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Senior Small Business Banking Relationship Manager (LO)
Relationship manager job in Woodbridge, NJ
About this role:
Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
Engage in prospect activities and employ contact strategies focused on generating new small business relationships
Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
Strong knowledge of deposit and cash management products and services
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Ability to balances needs of clients with associated risks and interests of Wells Fargo
3+ years of experience in business-to-business sales
Established network in the local market
Knowledge and understanding of financial services industry
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office skills
A BS/BA degree or higher
Job Expectations:
Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location:
Woodbridge NJ
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$76,300.00 - $135,700.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
12 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyBanking Officer (Sales)
Relationship manager job in Jackson, NJ
Basic Qualifications
Education/Training:
High School Diploma or equivalent
Education beyond a High School Diploma or equivalent preferred
Specialized banking education/training.
Skill(s):
Proficient in English, reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communication, customer service and sales skills.
Demonstrated leadership, management, and supervisory skills.
Proficient organizational and project management skills.
Proficient problem-solving ability.
Thorough knowledge of the features and benefits of all bank products and services.
Thorough knowledge of bank operating policies and procedures.
Knowledge of federal banking regulations.
Thorough knowledge of branch operations including Teller operations, cash and ATM procedures.
Proficient PC skills.
Ability to lift fifty (50) lbs. of coin.
Visual and auditory skills.
Experience:
A minimum of four (4) years' related experience required.
General Responsibilities
Responsible for managing assigned Branch Office in order to meet the financial services needs of customers in the given community market area.
Implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan.
Ensuring office compliance with operating policies and procedures and outside regulatory requirements.
Directly supervising assigned personnel.
Communicating with appropriate management and staff personnel.
Providing periodic reports.
Essential Duties
Manages assigned Branch Office in order to meet the financial services needs of customers in the given community market area.
Leads, organizes, and directs all inside and outside sales, branch functions, and business development activities in order to achieve growth, excellent customer service, and profitability for the Bank.
Enhances Bank image through friendly, pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations.
Conducts relationships with customers in a manner that will enhance the overall marketing effort of the Bank.
Ensures customer retention as well as growth of the branch and its team.
Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.
Ensures that the branch office is properly staffed to meet customer service needs as well as sales objectives.
Ensures all customer service personnel are adequately trained with respect to both product knowledge and sales techniques.
Motivates and coaches branch team to ensure the successful development and performance of all employees in areas of customer experience, sales goals, and leadership.
Establishes specific sales and customer service goals for each sales representative.
Ensures all sales and customer service reporting information is provided on a timely basis.
Conducts regularly scheduled sales and customer service meetings.
Serves as an active member of the office customer service team and is held accountable for sales performance.
Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.
Ensures that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
Provides for the proper security, maintenance, safety, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
Conducts regular self-audits within branch.
Establishes Customer Information Files (CIFs) and opens new accounts with appropriate identification.
Reviews all new accounts for accuracy and legitimacy.
Prepares outgoing wires.
Places stops and holds on accounts as required.
Participates in the development and execution of product plans.
Establishes/coordinates Remote Capture process for business customers.
Ensure timely review of various branch reports for accuracy.
Ensures timely submission of required reporting.
Actively participates in community organizations and activities in a manner which reflects favorably on the Bank.
Implements strategies to achieve goals assigned to the branch office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the office and all personnel adhere to the same.
Directly supervises assigned personnel as follows:
Assists in the selection of new personnel as appropriate.
Makes provisions for the proper orientation and training of new personnel.
Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
Organizes, schedules, and distributes work among assigned personnel.
Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged.
Administers personnel policies and procedures as established by Bank policy.
Communicates with the VP Regional Manager, other office managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the VP Regional Manager and other groups as required throughout the Bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Equipment/Machines
Telephone
Calculator
PC/Computer keyboard
Printer
Fax machine
Copy machine
Scanner
Automobile
Business Relationship Manager
Relationship manager job in Edison, NJ
Our Life Sciences R&D team is growing! We are looking to add a dynamic and talented Business Development Manager focusing on Life Sciences Clinical Services. This role will support the Client Partner in driving the opportunity life cycle. Key responsibilities:
* Apply deep functional clinical domain expertise to drive pursuit sales cycle
* Build client relationships as a trusted partner
* Contribute on business cases, proposals and sales pursuits in the areas of Clinical Data Management, Regulatory, Medical Writing etc.
* Drive revenue growth and profitability working together with Subject Matter Experts/Delivery Leads
* Contribute to the account leadership and practice team
Qualifications:
* 13+ years total experience
* 7+ years in R&D or Clinical Services
* 5+ years in IT Sales or related program leadership experience
* Deep functional understanding in the R&D areas (Clinical Operations, Regulatory, Medical Writing etc)
* Pharma or Consulting work experience preferred
* Excellent communication and relationship management skills
Salary Range: 117,600 - 162,400 a year
#LI-MM6
Senior Small Business Banking Relationship Manager (LO)
Relationship manager job in Woodbridge, NJ
About this role:
Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
Engage in prospect activities and employ contact strategies focused on generating new small business relationships
Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
Strong knowledge of deposit and cash management products and services
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Ability to balances needs of clients with associated risks and interests of Wells Fargo
3+ years of experience in business-to-business sales
Established network in the local market
Knowledge and understanding of financial services industry
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office skills
A BS/BA degree or higher
Job Expectations:
Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location:
Woodbridge NJ
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$76,300.00 - $135,700.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
12 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Business Relationship Manager I - Officer
Relationship manager job in Trevose, PA
JobID: 210688160 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
* Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
* Bachelor's degree in Finance or related field or equivalent work experience
* Strong current business network
Auto-ApplyEvent Vendor Relationship Manager (E6048)
Relationship manager job in Piscataway, NJ
Event Vendor Relationship Manager (E6048) - 250332: KNW-C40 Description Job SummaryThe overall purpose of this position is to help manage vendor relationships for event-related service providers within the Conferences, Events & Experiences (CEE) department and related functions.
The Event Vendor Relationship Manager plays a key role in establishing, maintaining, and optimizing relationships with third parties to ensure seamless service delivery and adherence to IEEE's standards and objectives.
We are seeking an experienced and detail-oriented professional who will serve as a subject matter expert in the selection and management of goods and services required to produce meetings and events of all sizes and types.
This includes creating and implementing processes to evaluate and manage existing vendors, developing frameworks for qualifying new providers, identifying and monitoring key performance indicators (KPIs), assessing performance, evolving business terms, and maintaining strong business-to-business relationships with key suppliers.
This position involves a high degree of collaboration with senior staff, volunteer leadership, and internal subject matter experts across CEE, Legal & Compliance, Strategic Sourcing, Information Technology, and other shared services.
The incumbent must be adept at fostering positive relationships, ensuring compliance, and supporting operational excellence across assigned portfolio.
Key Responsibilities· Vendor Selection & Vetting· Identify, research, and build relationships with qualified vendors across event categories (venues, AV, catering, logistics, décor, etc.
).
· Works with SMEs within the IEEE CEE team as well as current customers to understand current services and terms· Lead vendor vetting processes, including portfolio reviews, reference checks, and verification of compliance, insurance, and licensing.
Seeks agreement with end users on needs and qualitative requirements.
· Maintain and regularly update an inventory of preferred vendors.
· Contracting & Negotiation in concert with authoritative entity such as IT, Finance, Legal, etc.
· Support the negotiation of vendor agreements, pricing, and terms in collaboration with legal and finance teams.
· Ensure all contracts reflect service expectations, event requirements, and risk management protocols.
· Performance Monitoring & Relationship Management, quarterly reviews, issues reports to management, etc.
· Track vendor performance using standardized evaluation tools and metrics as agreed with Sr.
Director.
(e.
g.
, on-time delivery, service quality, flexibility).
· Coordinate and document post-event reviews with stakeholders to collect feedback and address any concerns.
· Serve as a primary relationship manager for establishing and measuring, vendors, ensuring responsive communication and timely conflict resolution.
· Build long-term, mutually beneficial relationships with high-performing vendors.
Recommend continuous improvement opportunities and innovations· Identify and implement process improvements in vendor onboarding, evaluation, and performance tracking.
· Keep accurate vendor records and documentation within internal systems.
· Seeks opportunities to automate, innovate and hasten operations through the use of technology.
Travel Information· 5-10% approx.
2-3 trips per year which may include weekends Qualifications Education· Bachelor's degree or equivalent experience Business, Hospitality, Event Management, or related field.
ReqWork Experience· 6-8 years' Experience in vendor management, procurement, or operations within events, hospitality, or related industries.
Licenses and Certifications.
· Certification in Event Planning (CMP, CSEP) or Vendor Management is a plus Pref Skills and Requirements.
· Excellent communication skills including creating and delivering presentations to global audiences.
· Strong negotiation, relationship-building, and organizational skills.
· Proficiency in Microsoft Office, project management platforms, and CRM/vendor tracking tools.
· Ability to work independently and manage multiple vendors simultaneously in a fast-paced environment.
· Familiarity with vendor compliance tools (e.
g.
, Avetta, ISNetworld).
· Experience in event production cycles and working with cross-functional teams.
Other Requirements:As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.
PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.
For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements.
This position is classified under Category I - Office Positions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
===============================================Disclaimer: This is proprietary to IEEE.
It outlines the general nature and key features performed by various positions that share the same job classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job.
Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.
Min: $91,000.
00 Max: $110,000.
00 Job: Meeting & Event Management Primary Location: United States-New Jersey-Piscataway Schedule: Full-time Job Type: Regular Job Posting: Dec 11, 2025, 5:21:04 PM
Auto-ApplyClient Relationship Manager-Banking FS
Relationship manager job in Bridgewater, NJ
Client Relationship Manager-Banking & Financial Services Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
Key Responsibilities
* Build trusted relationships with client stakeholders
* Understand the client environment, issues, and priorities
* Work with clients to define their problems and co-create solutions
* Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
* Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions
* Serve as the day-to-day point of contact for the clients
* Responsible for backlog growth including renewals and extensions of current engagements
* Lead the onsite project teams and ensure they understand the client environment
Required Experience
* Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
* Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
* Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
* Ability to interface at all levels of an organization
* Excellent oral and written communication skills and executive presentation and persuasion skills are required
* Bachelor's degree
Preferred Experience
* MS or MBA degree
* Strong background in a project environment and application development in the BFS vertical.
* Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
* Must be detail oriented and able to manage and maintain all facets of complex assignments.
* Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
* Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
Top Reasons to Join Our Team
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
Salary and Other Compensation:
The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual bonus program, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
A Good fit for the Cognizant culture
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Work Authorization
Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
The Cognizant community:
We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.
* Cognizant is a global community with more than 300,000 associates around the world.
* We don't just dream of a better way - we make it happen.
* We take care of our people, clients, company, communities and climate by doing what's right.
* We foster an innovative environment where you can build the career path that's right for you.
About us:
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at *****************
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
Disclaimer:
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Business Relationship Manager I - Officer
Relationship manager job in Toms River, NJ
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Auto-Apply