Relationship manager jobs in Lake Oswego, OR - 358 jobs

Company Overview: Founded in 1974, DeSantis Landscapes is a nationally recognized, award-winning landscape contractor known for its integrity, workplace culture and innovative sustainable practices. With over 150 team members working out of four Salem and Portland area branch locations, DeSantis Landscapes is widely seen as one of the premier destinations for landscape professionals in Oregon and SW Washington. We are currently seeking a skilled and client-focused Account Manager to join our team and nurture long-lasting relationships with our valued clients. Position Overview: As an Account Manager at DeSantis Landscapes you will be at the forefront of client interactions, responsible for managing and growing a portfolio of accounts. Your primary focus will be on understanding client needs, ensuring service delivery exceeds expectations, and identifying opportunities for upselling and cross-selling. The ideal candidate will possess excellent communication skills, a deep understanding of landscaping services, and a proven ability to foster positive client relationships. If you are a dedicated and proactive professional with a passion for client engagement and landscape maintenance, we invite you to apply for the Account Manager position. Your efforts will contribute to enhancing outdoor spaces and building lasting partnerships with our clients, further solidifying our position as a leader in the landscaping industry. To view complete job description please visit our website ************************** under employment opportunities.

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. We are seeking a highly motivated Commercial Relationship Manager to drive growth in our Commercial and Industrial (C&I) vertical. The ideal candidate will have a strong background in the greater Portland market, exceptional networking skills, and a proven track record of high production in the C&I space. The salary for this role will be between $101,992 and $162,987. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.” ESSENTIAL DUTIES: Develop a prospecting list and a calling program to solicit new business relationships. Manage and grow a portfolio with a focus on new business development, primarily within the greater Portland area. Build and leverage community connections to enhance new business acquisitions. Underwrite financial packages provided to determine if loan requests meet Bank credit policy. Work closely with Credit Analysts and Portfolio Managers to prepare and present a Credit Memorandum to appropriate approval level for new loan request. Negotiates terms and approval conditions with prospective borrower. Work closely with Portfolio Managers to manage existing loan portfolio ensuring risk ratings are appropriate; financial information is current; loan covenants are monitored, and loan payment delinquencies are minimal. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Term Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes all laws and regulations that relate to commercial lending. Additional duties and responsibilities: Projects professionalism in both appearance and attitude when dealing with customers in order to present a positive Riverview Community Bank image. Coordinate, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. Work with Portfolio Manager (PM) and Commercial Loan Assistant (CLA) in managing the relationship portfolio and provide mentoring and guidance to the PM and CLA to improve their career path trajectories. Other duties may be assigned. RELATIONSHIPS: Maintain strong working relationship with Commercial Loan Team Leader, peers in the lending area, retail banking and other support areas to build a team effort. Maintain close contact with customers to ensure that service levels are appropriate and seek new loan opportunities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Bachelor's degree; business, finance or related field preferred, seven or more years of commercial lending experience, strong credit and analytical skills, excellent communication and sales skills, and knowledge of bank services; or equivalent combination of education and experience. Commercial and Investment lending experience strongly preferred. SKILLS: Ability to communicate with borrowers and build strong relationships. Ability to read, analyze, and interpret credit related journals, bank lending policy, or governmental regulations. Ability to write concise credit memorandums and other business correspondence. Ability to effectively present loan proposals and respond to questions from managers, loan committees and clients in a professional manner. Ability to work with mathematical and financial concepts such as Global Cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve day to day problems and deal with a variety of issues that may arise in working with borrowers with minimal supervision. Ability to understand loan structure that protects the bank and increases probability of borrower repaying loan is essential. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer and keyboarding skills. Basic skills associated with the general use of business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position

Application Deadline: 01/29/2026 Address: 4949 Meadows Rd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: Project Management Change Management Expert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Relationship Manager II or Relationship Manager III to join our Specialized Lending department in Salem, Oregon; Beaverton, Oregon; Spokane, Washington (Headquarters); or Seattle, Washington. This full-time position reports to the SVP, Lending and is accountable for providing high quality, profitable and constructive credit and related services to large, complex and/or high-risk loans while maintaining a high level of proactive marketing and portfolio management, including credit analysis, loan administration and servicing on all loan products. After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend. Employees are expected to continue working from their office location a minimum of 50% or 60% of the time depending on location. Compensation Information The base salary range for this position in Salem, Oregon or Spokane, Washington is: Level II: Typical starting range: $70,80 - $97,500 Full base salary range: $70,800 - $122,100 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $87,200 - $153,900 Full base salary range: $87,200 - $169,300 Annual performance-based incentive target is 20% of base. The base salary range for this position in Beaverton, Oregon is: Level II: Typical starting range: $70,80 - $107,500 Full base salary range: $70,800 - $134,400 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $96,400- $169,300 Full base salary range: $96,400 - $186,700 Annual performance-based incentive target is 20% of base. The base salary range for this position in Seattle, Washington is: Level II: Typical starting range: $81,100 - $111,900 Full base salary range: $81,100 - $140,600 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $100,500 - $177,500 Full base salary range: $100,500 - $194,900 Annual performance-based incentive target is 20% of base. Job Requirements Market and sell products including loans and financially related services focused within the forest products industry. Work closely with Capital Markets to support large loan relationships. Provide leadership and direction to assigned account team(s) through effective communication regarding account management and servicing, delegation of responsibilities, and clear identification and measurement of expectations. Responsible for growing assigned loan portfolio, managing unused commitment levels, ensuring profitability targets are met for assigned portfolio, and communicating appropriate loan pricing information to customers. Establish rapport with and develop and maintain confidence of customers and prospective customers. Complete customer visits and document observations, which require travel to and from customers' offices, facilities and/or tree farms, visually inspecting the condition and value of loan collateral, and evaluating the customer's management practices and expected repayment. Analyze customer's business operation, credit profile and lending needs to propose appropriate loan commitments and structures. Prepare and review complex credit analysis and submit recommendations to supervisor or loan committee for action; approve loans within delegated authority. Make quality credit decisions to ensure customer service, high quality loan portfolio, and loan administration; monitor loan performance and service of assigned accounts. Service assigned accounts with the objective of providing efficient customer service and maximize the return on troubled assets through proactive servicing, follow up, and timely coordination with other divisions and portfolio groups. Ensure a high degree of credit administration by developing and implementing sales/servicing plans and coordinating actions with credit analysts and financial specialists. Communicate with other teams and portfolio groups and ensure timely transfers between divisions and portfolio teams to meet customer service needs and organization objectives. Participate in assigned industry teams or industry task forces as needed. Advance industry knowledge and expertise of assigned industry teams, assist teams with detailed industry studies and assist with the organization of industry specific customer educational events. Represent and communicate the values, purpose and mission of the organization to employees, customers, the public and other target audiences, by joining or actively supporting appropriate forest products trade organizations, civic groups and actively participating in sponsored events and programs throughout AgWest's territory and throughout the United States. This role normally receives limited instruction on day-to-day work and receives general instructions on new assignments. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Minimum Requirements Bachelor's degree in business, finance, accounting, economics, or ag-related field, or an equivalent experience combination of education and experience. Generally, requires at least seven years' lending, credit, or related experience to successfully perform this role. Thorough knowledge of credit classifications, sound loan administration practices, applicable credit laws and regulations and procedures, including legal terminology. Ability to market, sell and effectively negotiate terms on organization products, including loan programs, interest rate programs and financially related services, both verbally and in writing. Advanced analytical skills and the ability to perform complex credit analysis and draw appropriate risk and lending conclusions. Ability to inspect customer's facilities and timberland to evaluate credit factors, complete farm visits and/or complete collateral valuations. Ability to understand and interpret complex financial statements and credit documents. Preferred Requirements Knowledge of regional forest products practices, processing operation, appraisal techniques and principles. Knowledge of Farm Credit policies and procedures, eligibility requirements and products. Knowledge of bankruptcy law and collection procedures. Benefits Offered by AgWest Medical, dental, and vision insurance Basic term life and AD&D insurance (fully paid for by the company) Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer 401(k) plan (6% match plus 3% employer contribution) Employee Assistance Program Wellness Program Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Details about insurance and retirement benefits are available at: ************************************************* #LI-Hybrid Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.

Job Description Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored for performance. RESPONSIBILITIES: Generate new core deposit relationships with the Bank's Deposit Management services. Market Bank's Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Build internal and external relationships through exceptional problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank. REQUIREMENTS: Minimum 5 yrs of banking required and proven track record of deposit generation Strong sales and organizational skills Excellent formal and informal presentation skills before both small and large groups. Familiarity with the Greater Portland/Pacific Northwest market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: **************************** AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ******************************** AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees. Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination. Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers. We're looking for: A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles. You are: * Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles. * Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance. * Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come. * Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team. You will: * Cultivate new business relationships and manage customer acquisition. * Coach and develop your team in portfolio management, data analysis, and business development. * Conduct regular meetings with your team to align on goals and strategy. * Provide industry-leading knowledge to help customers manage and grow their businesses. * Forecast opportunities and challenges based on understanding local area and customer operations. * Lead prospecting, growth, and portfolio development efforts. * Act as a trusted advisor through collaboration with internal stakeholders and external partners. * Ensure compliance with applicable laws and codes for the assigned geographic area. Who you will work with: Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service. Must Have's: * 5+ years of experience in customer-facing, sales, sales support roles. * 3+ years of people leadership experience * Experience in team management and building strong sales relationships * Passion for leading people, projects, and budgets * Ability and desire to frequently travel within your market to support our current and prospective customer base. * Familiarity with risk management principles and collections procedures * High level of accountability towards local goals and business targets. Nice to Have's: * Experience in the automotive, financial services, or related industries. * Basic understanding of financial statements * Proficiency in Google Workspace, Salesforce, Tableau * Familiarity with customer relationship management (CRM) tools What We Offer: * Competitive pay * Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) * Immediately vested 401K (US) or RRSP (Canada) with company match * Paid Vacation, Personal, and Sick Time * Paid maternity and paternity leave (US) * Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust Employee Assistance Program * Employer paid Leap into Service Day to volunteer * Tuition Reimbursement for eligible programs * Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization * Company culture of internal promotions, diverse career paths, and meaningful advancement Sound like a match? Apply Now - We can't wait to hear from you!

What We Need Corpay is currently looking to hire a Supplier Relationship Manager within our Corpay Payables division. This position falls under our Corporate Payments line of business and is located in Brentwood, TN. In this role, you will be responsible for developing and managing strategic supplier relationships to drive payment acceptance, retention, monetization, and growth across Corpay's payment products. You will report directly to VP and regularly collaborate with Relationship Management, Account Management, Product, Risk, Payment Operations, and Implementation teams. How We Work As a Supplier Relationship Manager, Corpay will set you up for success by providing: Assigned workspace in remote office Company-issued equipment Formal, hands-on training Role Responsibilities The responsibilities of the role will include: Nurturing, owning, and deepening supplier relationships while serving as a primary liaison between suppliers, clients, and internal teams Building and maintaining professional relationships through consistent networking with customer suppliers Establishing and managing relationships with supplier stakeholders at all levels, including executive and C-level contacts Understanding supplier business workflows and identifying payment-related pain points Performing supplier audits and actively reviewing supplier monetization performance Reinforcing Corpay's value proposition while partnering on creative value-based payment solutions Retaining supplier monetization while identifying and securing cross-sell and up-sell opportunities Analyzing financial performance including interchange rates, rebate structures, and revenue impact Developing and monitoring supplier financial health through renewal planning, pricing strategies, contract negotiations, and profitability analysis Conducting supplier segmentation analysis based on risk, monetization, and strategic value Increasing transaction monetization through proactive supplier engagement initiatives Addressing card retention challenges by developing playbooks for downgrades and high-risk suppliers Improving customer and supplier satisfaction by reducing vendor outreach and payment friction Partnering with Relationship Management teams to drive supplier acceptance strategies Co-developing fraud mitigation messaging to position Corpay as a trusted, value-added partner Leveraging fraud prevention outcomes as valued drivers for supplier and client engagement Monitoring payment flows while identifying friction points and recommending operational or product improvements Coordinating cross-functional efforts to ensure superior service delivery and issue resolution Maintaining industry expertise across FinTech, payments, and supplier ecosystems Preparing for and leading supplier business reviews, sharing best practices and industry insights Building and maintaining collaborative relationships across internal and external stakeholders Qualifications & Skills Minimum 5 years of relevant experience Bachelor's degree preferred or equivalent experience Proven experience in supplier relationship management, vendor management, payments, or FinTech Strong understanding of corporate payments, virtual cards, purchasing cards, or A/P automation Demonstrated financial acumen with experience analyzing revenue, interchange, and profitability Experience negotiating contracts and managing renewals Ability to engage and influence stakeholders at all organizational levels, including executives Strong communication, presentation, and relationship-building skills Benefits & Perks Medical, Dental & Vision benefits available the 1st month after hire Automatic enrollment into our 401k plan (subject to eligibility requirements) Virtual fitness classes offered company-wide Robust PTO offerings include major holidays, vacation, sick, personal, & volunteer time Employee discounts with major providers (i.e. wireless, gym, car rental, etc.) Philanthropic support with both local and national organizations Fun culture with company-wide contests and prizes Equal Opportunity/Affirmative Action Employer Corpay is an Equal Opportunity Employer. Corpay provides equal employment opportunities to all qualified applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department. Pay Transparency This salary range is provided for locations which require such disclosure. Where a position or applicant may fall into a particular wage range depends on a number of factors including but not limited to skill sets, experience training licenses and certifications (if applicable), and other business and organizational needs. The disclosed range has not been adjusted for the applicable geographic markets. At Corpay it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions depend on the facts and circumstances of each case. The estimate of the minimum and maximum salary range is $80,000-$83,000 plus uncapped commissions. For more information about our commitment to equal employment opportunity and pay transparency, please click the following links: EEOC and Pay Transparency. #LI-CH1

JobID: 210684000 JobSchedule: Full time JobShift: Base Pay/Salary: Portland, OR: $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities * Develop new and manage existing client relationships, providing exceptional service that exceeds expectations * Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations * Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads * Develop strong internal partnerships across all lines of business in order to best meet client's specific needs * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills * A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence * Proven trusted relationship builder with a track record of delivering an exceptional client experience * Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients * Demonstrated understanding of investments, wealth planning, credit and banking concepts * Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills * A bachelor's degree * Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

This is the general application for Customer Success roles at Brandlive. If there's a future opening that might be a fit, we look forward to being in touch! Please note that this mailbox is not monitored and applications will not be followed up with unless there is a fit for a potential role. Who We Are Brandlive helps the world's top brands increase their impact and connect with their most important audiences by creating video-led webinar & event experiences. Our customizable platform and in-house creative & production teams make it easy for enterprise organizations to influence, educate, and inspire global audiences at scale. Why Work Here Just as our work supports and amplifies every organization's potential, we take every day as a chance to push our own performance, improve and get better. We are a fast-growing team full of opportunity and talented teammates. And it's not just because we eat Tacos on Tuesdays or work half days on Fridays. It's our people. It's our leadership. It's our inner desire to #turnitup each and every day. Don't believe us? Take a look at a few of the ways Brandlive takes care of it's people: Take what you need PTO Fully funded health insurance options Short Term Disability and Life Insurance plans Virtual-First Work Philosophy Competitive Pay + 401k Gender-Neutral Parental Leave up to 16 weeks Health & Wellness Resources including paid coaching & counseling And much more! Brandlive Inc. is an equal opportunity employer dedicated to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other characteristic or status protected by law. Brandlive will conduct a background check on final candidates following a formal offer of employment as a condition of employment. We will consider qualified applicants with arrest and conviction records consistent with applicable law.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation's goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. * Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. * Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. * Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. * Interviews applicants for commercial banking services, both credit and non-credit services. * Discusses client needs, problems or complaints with client relationship stakeholders. * Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. * Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. * Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. * Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. * Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. * Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. * Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. * Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. * In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution's lending activities. * Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). * Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities * Bachelor's degree or equivalent in Finance, General Business or Accounting - desirable * 2 - 3 years related job experience; * Prior credit experience within a banking environment is desirable; * Understanding of collateral requirements with general exposure to documentation * Knowledge of credit investigations * Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. * General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. * Sound reasoning and judgement skills * Exceptional interpersonal and rapport building skills * Highly Organized * Attention to Detail * Knowledge Retention Physical and Mental Requirements: * General office environment * May be necessary to work extended hours * Periodic travel required * Ability to perform repetitive finger, hand, and arm movements * Ability to lift up to 20lbs. * Ability to sit or stand for extended periods of time * Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values - We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: * Eligible to participate in annual incentive plan. * We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. * Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. * Wellness Dollars up to $500 per year. * Weekend Wellness Hours, 4 per quarter. * Paid Birthday and Anniversary Holiday * 11 paid Holidays per Year * Sick Leave Time - Earn up to 8 days each Year * Vacation - 22 days each year (first year adjusted based on hire) * Vacation Purchase Plan * Tuition Reimbursement * Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.

Company Overview: Founded in 1974, DeSantis Landscapes is a nationally recognized, award-winning landscape contractor known for its integrity, workplace culture and innovative sustainable practices. With over 150 team members working out of four Salem and Portland area branch locations, DeSantis Landscapes is widely seen as one of the premier destinations for landscape professionals in Oregon and SW Washington. We are currently seeking a skilled and client-focused Account Manager to join our team and nurture long-lasting relationships with our valued clients. Position Overview: As an Account Manager at DeSantis Landscapes you will be at the forefront of client interactions, responsible for managing and growing a portfolio of accounts. Your primary focus will be on understanding client needs, ensuring service delivery exceeds expectations, and identifying opportunities for upselling and cross-selling. The ideal candidate will possess excellent communication skills, a deep understanding of landscaping services, and a proven ability to foster positive client relationships. If you are a dedicated and proactive professional with a passion for client engagement and landscape maintenance, we invite you to apply for the Account Manager position. Your efforts will contribute to enhancing outdoor spaces and building lasting partnerships with our clients, further solidifying our position as a leader in the landscaping industry. To view complete job description please visit our website: ************************** under employment opportunities.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Portland, OR: $150,000.00 - $150,000.00 / year

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

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

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation's goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. * Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. * Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. * Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. * Interviews applicants for commercial banking services, both credit and non-credit services. * Discusses client needs, problems or complaints with client relationship stakeholders. * Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. * Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. * Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. * Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. * Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. * Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. * Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. * Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. * In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution's lending activities. * Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). * Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities * Bachelor's degree or equivalent in Finance, General Business or Accounting - desirable * 2 - 3 years related job experience; * Prior credit experience within a banking environment is desirable; * Understanding of collateral requirements with general exposure to documentation * Knowledge of credit investigations * Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. * General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. * Sound reasoning and judgement skills * Exceptional interpersonal and rapport building skills * Highly Organized * Attention to Detail * Knowledge Retention Physical and Mental Requirements: * General office environment * May be necessary to work extended hours * Periodic travel required * Ability to perform repetitive finger, hand, and arm movements * Ability to lift up to 20lbs. * Ability to sit or stand for extended periods of time * Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values - We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: * Eligible to participate in annual incentive plan. * We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. * Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. * Wellness Dollars up to $500 per year. * Weekend Wellness Hours, 4 per quarter. * Paid Birthday and Anniversary Holiday * 11 paid Holidays per Year * Sick Leave Time - Earn up to 8 days each Year * Vacation - 22 days each year (first year adjusted based on hire) * Vacation Purchase Plan * Tuition Reimbursement * Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40