Relationship manager jobs in Kettering, OH - 738 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: * Industry experience within business, commercial, or corporate banking segments. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations * Manage all parts of projects, from client buy-in to planning, budgeting, and execution. * Source and coordinate work from other internal workforces. * Develop our next-generation Wholesale credit technology offerings. * Become a trusted advisor for C-suite clients looking to solve critical business problems. * Drive business development to originate new client opportunities. * Build your reputation as an industry thought leader. * Travel, as required, up to 80%. Qualification Here's What You Need: * Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development * Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems * A Bachelor's degree Bonus Points If You Have: * Extensive transformation strategy or operating model design experience in commercial banking. * Launched new product offerings in the banking industry. * Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. * Advanced degree or financial industry certification. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Demonstrated experience developing and managing relationships with senior client executives. * Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. * Structured problem-solving and ability to simplify complex initiatives to improve execution. * Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS) Professional Skills * Proven ability to operate within a collaborative environment. * Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. * High energy level, focus, and ability to work well in demanding client environments. * Excellent communication (written and oral) and interpersonal skills. * Strong leadership, problem-solving, and decision-making abilities. * Unquestionable professional integrity, credibility, and character. What's in it for you? * You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. * At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. * Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. * You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York $87,400 to $293,800 New Jersey $100,500 to $293,800 Washington $100,500 to $270,300 Locations

Middletown, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Profile Summary:** **Job Description:** This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve financial goals in a virtual environment. Key responsibilities include service requests and relationship deepening opportunities received through in-person or inbound call delivery. Job expectations include understanding life and financial goals and pairing new solutions and services to meet client needs. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements + Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement** : High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Kerrigan Roofing & Restoration, LLC Dublin, Ohio Kerrigan Roofing & Restoration, LLC has proudly served Ohio for over 14 years, specializing in storm restoration and retail exterior remodeling. We are a growing company with a proven track record of success and are seeking a motivated, experienced professional to join our leadership team. Sales Manager / Recruiter Compensation: Salary + bonus package Expected annual earnings: $100,000-$150,000 Application Requirements Applicants must provide: 2 personal references 2 business references Candidates without industry experience should apply for our Sales Representative position instead. Candidate Qualifications Proven sales experience with demonstrated management success Industry-specific experience preferred Strong leadership, organizational, and recruiting skills Ability to work both in-office and in the field Position Overview The mission of the Sales Manager/Recruiter is to build, train, and maintain an active, engaged, and successful sales team of 10+ representatives across our Dayton and Columbus markets. This role is responsible for recruiting, onboarding, training coordination, team accountability, and reporting directly to the General Manager. Core Responsibilities Maintain a positive, energetic, and professional office environment with a PMA (Positive Mental Attitude) at all times. Serve as the primary administrative contact for new sales hires, assisting Field Trainers and Team Leads with onboarding, training, and retention. Continuously recruit and manage both experienced and entry-level sales staff to maintain 7-10 sales representatives per office location. Assist with on-roof and in-office sales training, insurance processes, estimating (Xactimate and retail), and production coordination. Create and track weekly sales goals, contests, and accountability metrics, reporting results to the General Manager. Identify and implement new recruiting strategies and advertising platforms for sales talent. Conduct phone and in-person interviews, coordinate group interviews, schedule onboarding, generate CRM credentials, and monitor new hires. Work closely with the General Manager, Sales Team, Field Trainers, Team Leads, and canvassing teams as one unified operation. Increase revenue through the development and expansion of high-performing sales teams throughout Ohio. Track and manage sales activity reports, including inspections, signed contracts, adjustments, and overall productivity. Spend several days per week working in the field with the sales team, including canvassing, cold calling, inspections, and customer presentations. Make informed decisions regarding performance management and terminations to protect company resources and profitability. Additional Responsibilities Dedicate the majority of each workday to recruiting, advertising, interviewing, and filling bi-weekly Phase I Sales Orientation classes. Prepare and coordinate bi-weekly onboarding sessions, ensuring training materials are ready and 4-6 qualified candidates are present. Serve as an ongoing resource for the sales team, assisting with accounting coordination, pay requests, production questions, administrative needs, and pipeline management. Oversee and support Team Leads and Field Trainers to ensure organization, efficiency, and low attrition. Recruit and manage a team of Marketing Assistants (Canvassers). Assist in scheduling and participating in weekly sales blitzes to boost morale and production. Maintain continuous recruitment advertising across platforms such as Facebook, LinkedIn, Indeed, and other GM-approved channels. Hire a minimum of four (4) new sales representatives within the first 30 days (two per location). Periodically attend field sales calls, insurance adjustments, and color selections to remain current with industry practices. Be flexible and adaptable, wearing multiple hats to support sales team growth and success. After the sales team reaches optimal staffing and performance levels, there may be opportunities to learn basic Accounts Receivable functions. Consistently push the team to exceed goals and contribute to company growth. Be available to respond immediately to storm events within company territory, as storm response is critical to success. Compensation Terms Compensation for the Sales Manager/Recruiter includes salary plus performance-based bonuses. Physical Requirement Applicants must be able to climb ladders and walk roofs. If you cannot safely perform these duties, please do not apply. Job Type: Full-time Pay: From $100,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Experience: roofing/sales: 3 years (Required) Ability to Commute: Dublin, OH 43017 (Required) Ability to Relocate: Dublin, OH 43017: Relocate before starting work (Required) Willingness to travel: 50% (Required) Work Location: In person

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer 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. This posting is confidential; company details will be shared during later stages of the recruitment process.

Job Brief: Submarine House is seeking a motivated and experienced Vendor Relationship Manager to join our team. In this role, you will be responsible for managing and optimizing relationships with our vendors to ensure the highest quality and efficiency in our supply chain operations. The ideal candidate will have a strong background in vendor management, excellent negotiation skills, and a commitment to maintaining the high standards that Submarine House is known for. Responsibilities: Vendor Management: Develop and maintain strong relationships with vendors, ensuring clear communication and mutually beneficial partnerships. Contract Negotiation: Negotiate contracts and pricing agreements to achieve cost savings while maintaining quality standards. Performance Monitoring: Monitor vendor performance through regular reviews and assessments, addressing any issues promptly. Supply Chain Optimization: Collaborate with the procurement and operations teams to streamline supply chain processes and improve efficiency. Compliance and Risk Management: Ensure all vendor agreements comply with company policies and industry regulations, and manage any associated risks. Issue Resolution: Address and resolve any conflicts or issues that arise with vendors, maintaining a professional and constructive approach. Reporting and Analysis: Prepare regular reports on vendor performance, cost savings, and other key metrics for senior management. Skills Required: Experience: Proven experience in vendor management or a related field. Negotiation Skills: Strong negotiation skills with a track record of successful contract negotiations. Communication: Excellent verbal and written communication skills. Analytical Skills: Ability to analyze data and make informed decisions. Problem-Solving: Strong problem-solving skills and the ability to handle difficult situations. Organizational Skills: Highly organized with the ability to manage multiple tasks and priorities. Team Collaboration: Ability to work effectively in a team environment and collaborate with various departments. Knowledge: Familiarity with supply chain management and procurement processes.

Identifying Information: Department: Commercial Lending Reports To: Tyler Tepe, Vice President Commercial Sales Manager Status: Full-Time Salaried Exempt LCNB National Bank is seeking a Commercial Relationship Manager to join our Commercial Lending Team supporting the Dayton, Ohio market. This position is responsible for developing new Commercial & Industrial (C&I) and Commercial Real Estate (CRE) business, structuring and closing of loans, as well as maintaining and servicing a commercial loan portfolio. Additionally, the Commercial Relationship Manager will sell deposit and treasury management products to new and existing business clients and is responsible for introducing and referring new and existing clients to the LCNB Wealth Department and the retail banking staff for consumer products, DDA, mortgages, and HELOC's. Essential Duties and Responsibilities: * Solicits C&I and CRE applicants from various sources, interviews applicants to determine loan requirements and gather pertinent information for loan applications. * Analyzes applicant's financial status, credit, and asset evaluation to determine feasibility of loan request and to look for cross-selling opportunities. * Resolves uncertainties relating to customer application information through inquiries with applicants and in partnership with the credit analyst team. * Structure loans within loan policy. Recommends approval of loan opportunities to the Commercial Sales Manager and to designated loan personnel per loan policy. * Prepares financing proposals consistent with approval for presentation to the applicant. * Reviews loan documentation prior to closing for completeness and acceptance by the applicant. * Ensures timely loan closing and funding activities. * Maintains a positive working relationship with customers, bank staff, local professionals, centers of influence, and community organizations. * Participate in community and professional organizations and events. * Manages commercial loan portfolio including renewals, modifications, updated credit analysis, collections, and portfolio monitoring. * Uses experience and sound judgment to plan and accomplish goals. * Additional duties as assigned. Required Qualifications/Education/Experience: * 5+ years of experience in Commercial Lending, with a preference for existing experience within service area. Credit training. * Bachelor's Degree in business administration or related area. * Ability to generate $8-12 million in new loan growth. Desired Competencies/Skills: * Ability to exercise good judgment in establishing and maintaining working relationships, solve problems, and be able to deliver a high level of accuracy, focus and timeliness with limited supervision. * Strong written and verbal communication skills. * Strong computer skills (Loan Operating Systems, Adobe, Microsoft Windows Office Products, etc.). * Ability to read, analyze, and interpret policies, contracts, credit and financial documents as well as other legal documents as needed. * Ability to present, sell and service bank products as well as demonstrate professional knowledge of commercial lending. * Strong analytical and mathematical capabilities as well as an understanding of credit underwriting and loan documentation. Working Conditions: * Ability to work outside the office 50% + of the time * Ability to travel to and from bank offices and third-party locations * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office equipment Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Job Summary The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations. Responsibilities Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively. Work directly, professionally and collaboratively with operations team, client, product, implementation and other cross-functional teams as required to meet the client's needs. Provide proactive communication to client related to operations status updates, as well as product and software enhancements. Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation. Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's). Monitor customer satisfaction levels. Continually maintain awareness of client's business needs. Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report notable concerns to leadership and provide suggestions for resolution. Effectively lead calls with assigned client's and cross functional team members. Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis. Review and update Audit Results weekly/monthly. Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns. Client Invoice/Credit Review. Ensure service modifications and enhancement requests are thoroughly vetted and outlined. Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation. Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies. Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures. Provide coverage of responsibilities in the absence of team members, peers or management. Establish cadence and facilitate client meetings. Perform other duties as assigned or needed. Travel is required. Position is hybrid work in office/home Salary Range $77,000 - $115,700

This Is Not a Traditional Senior Manager Role Kirsch CPA Group is seeking a dynamic CPA who wants to consult, lead, and advise-not sit behind the scenes reviewing work. This role is designed for a professional who thrives in client conversations, connects tax and accounting to real business decisions, and wants clear authority over client relationships. As a Client Lead, you serve as the primary advisor for a portfolio of business clients. You lead the conversation, answer questions in real time, identify opportunities, and ensure clients feel confident that their tax, compliance, and advisory needs are fully covered. This Role Is Especially Compelling If… You are a partner or partner-track CPA who enjoys advising clients but finds that: Your time is increasingly consumed by internal management, firm politics, or administrative overhead True advisory conversations are constrained by firm structure or legacy billing models Client leadership is fragmented, limiting your ability to deliver clear, decisive guidance You want meaningful influence and ownership of client relationships-without waiting years for formal authority This role offers the opportunity to lead client relationships, exercise professional judgment in real time, and focus on advisory impact, within a firm that has already built the infrastructure to support it. While the title is Senior Manager, the scope, autonomy, and client authority align with what many firms reserve for partner-level professionals. What You'll Do Lead recurring and strategic client meetings, including monthly financial reviews and business planning discussions Serve as the primary advisor, answering tax and accounting questions as they arise Connect tax implications to business and operational decisions, not as an afterthought Identify risks, issues, and opportunities across tax, compliance, and advisory Coordinate with internal delivery teams to ensure execution and follow-through Know when to involve specialists-without defaulting to deferral What Clients Experience Confidence that “our CPA has us covered” One clear point of leadership and accountability Tax considerations integrated naturally into decision-making Proactive guidance that drives better outcomes Who Thrives in This Role (Non-Negotiable) CPA with a strong tax and accounting foundation Comfortable being the face of the firm in client conversations Able to think clearly and confidently in real time Sound professional judgment-knows when an answer is sufficient vs. when deeper analysis is needed Genuinely enjoys client interaction and relationship-building This Role Is Not A compliance-only reviewer A pure strategist without tax depth A meeting facilitator who defers core technical questions Why Kirsch CPA Group Kirsch CPA Group is a 100% employee-owned (ESOP) public accounting firm with a clear advisory vision. We combine deep technical expertise with structured, forward-looking advisory services that help business owners gain clarity, make better decisions, and build long-term value. You'll join a collaborative leadership team that values: Ownership and accountability Clear client leadership and trust Advisory work with real impact Defined roles, expectations, and support Ready to Lead the Conversation? If you're a CPA who wants to consult, lead client relationships, and move beyond a traditional compliance role, we'd like to talk.

Business Development Director/ Client Partner Job Title: Sales Director Client : Eaton & Siemens Reports to: VP Domain: industrial products (Energy/Electrical standpoint with a services background) Role : Individual contributor role not hunting new logo but generate New Business in the Account Current Revenue : Around 10 MUSD Revenue Target: 15- 20 MUSD Company Overview: Our client is a technology and engineering company that provides engineering research and development services. Roles/Responsibilities: Responsible for delivering sales revenue from engineering services to clients and prospects in North America in the Industrial Products Domain. Achieves and exceeds revenue quota targets by winning new contracts and orders through prospecting and developing new customer relationships. Accurately forecasts & achieve annual, quarterly and monthly revenue streams and monitors the growth. Establish & engage at CXO level to penetrate new market / business opportunities. Negotiates contractual terms and conditions and works with the proposal and technical teams to ensure smooth hand-offs and builds a sales pipeline of qualified sales opportunities. Proactively identify opportunities for sales process improvement & identify new business opportunities. Candidate Profile: 8-15 years of experience with at least 5-10 years of business development experience in the US Geography. Must have hands-on experience of at least 4-8 years in selling engineering services to Industrial Products domain. Team handling experience would be an added advantage

Client Relationship Managers are key contributors to the commercial side of Cognizant's 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 Healthcare Payer 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. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager** (Associate Director) who will be responsible for a growing payer client in the Mason, Ohio area. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Mason, OH to be at the client location 4 to 5 days per week. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. · Manage accountability against Measurable Revenue/Profit Growth within set timelines. · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. · The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's 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. **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, based on 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.

Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) * Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts * Participate actively in branch sales planning to generate action plans for meeting targets * Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the time. * Ensure high level of customer service in the Branch. Manage difficult customer situations * Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections * Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs * Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities * Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints * Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below benchmark, sustain and better-quality service * Take responsibility for general reconciliation and control activities * Find ways to improve operational efficiency and control costs to meet cost budgets * Be multi-skilled to handle all kinds of transactions and services in the bank * Manage growth and attrition of the base, facilitate customer up-streaming. Improve product per customer * Ensure candidate is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. Candidate must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. * Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance Responsible for health and safety for all. As part of the Health and Safety guidelines you should * Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace; * Ensure that your actions do not put others at risk; Work in a healthy and safe manner; * Encourage others to work in a healthy and safe manner; * Report all accidents and incidents and bring to the attention of the management any hazard in the workplace Risk Management * Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC. * Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer. * Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same * Read, understand and comply with all provisions of the Group Code of Conduct. Skills and Experience * Diligent & Punctual * Knowledgeable about the role * Certified with relevant courses * Confident * Fluent in Language * Good Sales exposure * Banking Exposure * Management Information Skills * Good Interpersonal Skills * Customer and Service Oriented Qualifications * Postgraduate, consistent academic career * Extensive sales experience (2 to 5 years) * Sales focused and highly target oriented * Able to pick up new concepts quickly * Able and excited about going out to meet new customers * Competitive awareness & benchmarking * Excellent communication, interpersonal & relationship building skills * Banking knowledge * Management Information Skills * Good Interpersonal Skills About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual meeting planning by completing pertinent portions of the report and conducting research. Retain and develop accounts by: Preparing and writing proposals, and providing quote comparisons. Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. Providing additional resources for the client as needed. Market renewal and new lines of coverage including: Creating coverage specifications. Analyzing quotes received from carriers. Negotiating with carriers. Creating and presenting the coverage analysis. Review policy coverage and identify cross-selling and additional revenue opportunities. Develop a thorough understanding of client business, their policies, practices and industries. Understand and guide clients through the initial objective setting process. Analyze data to draw conclusions and recommend findings to client. Respond to client needs and questions, making sound recommendations on a day-to-day basis. Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences. Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements. Achieve a minimum rating of 90% from E&O Plus audits on all accounts. Functional understanding of EPIC and update accordingly. Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery. People Management and Relationship Skills Even though this position does not manage people, the Client Manager must be able to perform the following: Delegate appropriately and provide development opportunities for co-workers. Display professional, social and teamwork skills Work well within a team and possess a positive attitude Manage and meet expectations of co-workers and clients. Possess good oral and written communication skills both internally and externally. Productivity Participate in internal and external networking activities. Manage projects to meet deliverable deadlines and meet expectations. Remain up-to-date and current on all tasks. Possess awareness of firm's service capabilities to generate ideas and solutions for clients and cross selling opportunities. Minimum Education/Abilities/Skills Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary. 3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility. Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests. Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant. Contribute to team efficiency by sharing knowledge and best practices. Proficient with Microsoft Office Products, including Excel and PowerPoint, are required. This position requires a high energy level and the ability to handle stress-related situations on a daily basis. Other Qualifications Certificates, Licenses, Registrations Required to Perform the Essential Job Functions Possess appropriate, jurisdictional licenses - Life and Health Who is Oswald? Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks. In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings. Paid time off annually and a sabbatical at every 10-year service anniversary. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution) Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations Access to specialized leadership development programming designed to take your career to the next level. And so much more! To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

This position is part of TCS's IoT and Digital Engineering Service Line, focusing on Managing a large relationship, ensure Customer Delight and mine account for driving business growth for Large Aerospace Customer. The candidate would build excellent Client Relationship, manage program expectations in collaboration with Delivery teams, engage in account mining activities to enable growth as per expectations and build partnerships for services spanning product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 13 years of industry experience shaping proposals, building strong client relationships, managing Account level P&L, Opportunities mining and shaping proposals while collaborating with cross-functional teams to identify / build solutions for business opportunities and enhance value for clients. Key Responsibilities: * Lead, Grow and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services. * Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships. * Monitor account performance, lead business reviews, and support relationship management to expand service footprint, specifically in a Large Relationship. * Drive account mining, identify opportunities towards pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients. * Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership. * Represent the company at industry events and build visibility through thought leadership and client engagements Must-Have Skills: * Strong domain experience in Aerospace Industry * Proven Account Management and Client relationship experience in US Region, specifically in managing a large relationship * Exceptional communication and stakeholder management skills. Qualifications: * Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 13+ years of experience with at least 5+ years of large relationship and account management * Experience and deep domain knowledge in Aerospace Industry * Experience of positioning offerings, developing, and presenting proposals, value propositions, business cases, and complex deal structuring. * Strong technical skills with ability to engage customers with "consultative selling" is essential. * Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry. Salary Range: $130,000-$162,000 a year #LI-MG2

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Sr. Relationship Manager (Commercial Lender) is a senior sales-focused role responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff and reports directly to senior leadership within their market. What you'll do: Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships. Provide support to existing commercial and business banking clients, often coordinating with client service, treasury management, portfolio management, and operations staff. Act as a primary point of contact for negotiations and issue resolution for the clients in your portfolio. Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk. Increase customer base and impact the Bank's bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs. Provide all information required to assist the credit staff in the preparation, analysis, and delivery of credit solutions for new and existing clients. Desired Qualifications: Experience and Knowledge: Strong sales background with experience in commercial credit/banking. Proven track record of acquiring and retaining relationships. What We Offer: Competitive compensation package including annual bonus opportunity. Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. Professional development opportunities including educational/training opportunities “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Job Title: Business Banking Relationship Manager FLSA Status: Exempt Department: Business Banking Hours of Operation: Full-Time (flexible start time), approx. 45 hours per week Responsible for meeting or exceeding assigned goals (in Loan Production and Deposit Growth) through outside calling activities and relationship building of potential and existing business customers. The Business Banking Relationship Manager is also responsible for contributing to the profitability and growth of SYB Retail/Business Banking by building, developing, expanding client relationships with Business customers (defined as companies with annual revenues of up to $5 million), and serving Business Banking customers in a highly consultative, needs-based manner. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: Develop and utilize formal calling plans to target new business and expand existing Business Banking Clients (75%) Perform Credit analysis and portfolio management for assigned portfolio of business banking relationships for new and existing clients As part of portfolio management, maintain credit quality and process renewals and past dues in a timely manner Serve as the Business Banking “expert” for assigned Branch Managers located within an assigned territory Create a partnership with Branch Managers to build and expand relationships with the area businesses Assist with analyzing business financial statements, identifying strengths and weaknesses of loan requests Other Functions: Actively cross-sell appropriate SYB Banking products to new and existing customers Working Conditions: Office setting, but much time spent traveling between assigned branches and potential customer places of business Minimum Job Requirements: Education: College degree required (preferably in area of business, finance, or accounting) Experience: Minimum of 3 years experience in a banking relationship manager type role required Specific Skills: Strong sales, credit underwriting, relationship management, business development, and analytical skills required Understand and articulate Business Banking strategies and philosophy Thorough level of lending skills required Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)

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

SO WHAT THE HECK IS A BUSINESS DEVELOPMENT OFFICER? Sales, my friend. Sales. Business Development Officers are individuals who can make friends with potted plants. They have an inquisitive nature about the product or service that they're being asked to promote - and then go about becoming an expert and an Evangelist to anyone who might be remotely interested. They're not afraid to put that hand out there and introduce themselves. They develop relationships. They foster trust. And they follow up with their customers to make sure that we're meeting 110% of their needs. Business Development Officers are all about developing, building and maintaining business connections. They're ruthless about making sure that the companies for whom they work deliver on the promises made to their customers. They hold the people who get the work done accountable and always insist that we deliver the optimal customer experience in everything we do. In short, they're the vital link between our employees and our customers. WHAT DOES IT TAKE TO BE SUCCESSFUL IN THIS ROLE? This role requires the right personality and the right experience. Both are absolutely critical to being successful in this role. In terms of personality, we need people who are driven to produce results. The laid back "inside sales" consultant who waits for the business to come to him or her - won't last long in this role. Developing relationships and building rapport with our customers (and with potential customers) is absolutely critical to be successful in the long term for this role. You have to recognize that those who wait for the business to come to them will ultimately be watching the business pass them by. You have to work like your hair is on fire because the Business Development Officer role doesn't reward those who are dilatory. And finally - you need to know juuuuuuust how far to bend those rules (without breaking them) so that you can get the job done. Obviously - if you have previous experience in the title industry and helping real estate agents, lenders, buyers and sellers move properties from "for sale" to "sold", you have a leg up on the competition. Knowing what our customers need gives you a better chance of connecting with them because you know their language. It also makes those first interactions with potential customers that much easier because you can speak to their needs and understand how we can help them meet those needs. So, yes. Previous experience in our industry is a huge to folks to be able to hit the ground running. Is it required? No. But it sure does help. JOB SUMMARY (aka "the Technical Stuff") The Business Development Officer role within our organization is to grow Bluegrass Land Title's customer base in the markets within which we do business. The Business Development Officer may have an assigned territory or may have a wider, more all-encompassing territory - in this instance, you'll be responsible for the Northern Kentucky and Greater Cincinnati markets. Individuals fulfilling this role network and build relationships with local loan officers, mortgage brokers, real estate agents, builders and investors in order to gain new customers. Business Development Officers are also responsible for periodic contact with existing customers to ensure their expectations are being constantly exceeded by our Escrow and Closing staff and reporting any concerns to the Director of Business Development and the Director of Operations to ensure the issues are addressed. Candidates for this role have to be self-motivated, dynamic and charismatic. Compensation for this role is base salary plus commission and includes a car allotment, cell phone reimbursement and a company credit card for related business expenses. Please note that in obtaining sales targets, commissions earned will far exceed base compensation. DUTIES & RESPONSIBILITIES Identifying potential customers and systematically communicating (visits, lunch, calls, emails, closings) with them to convert them to a Bluegrass Land Title client. Planning, hosting and & attending a variety of events within the local real estate industry to identify potential prospects and make meaningful contact with existing customers. Weekly/Monthly/Quarterly Sales Meetings for Real Estate Brokerages and Mortgage Brokers. Home Buyer Seminars. Golf Scrambles w/ affiliated associations. Demonstrating the technology that we use to facilitate transactions to educate our prospects. Working in tandem with the executive team to identify new industry trends and recommend and develop new marketing strategies to target new opportunities for growth. Developing and maintaining relationships with existing clients. Serving as a liaison between our outside customer base and internal escrow teams. Conducting 10-15 residential real estate closings weekly. Other duties as may be on occasion requested or assigned. Adheres to company policies and guidelines