Relationship manager jobs in Lehi, UT - 380 jobs

The Supplier Relationship Manager will build and maintain positive relationships with third party vendors to monitor and manage vendor performance as well as collaborate with internal stakeholders to drive and deliver upon strategic sourcing and transformation plans. This role will influence change in a highly matrixed organization while ensuring timelines and objectives of departmental strategies and initiatives are met. This role will identify trends to drive informed decision making and address challenges and recommend innovative solutions at the account and national levels. This role will also be tasked with developing and executing managed service agreements. Essential Functions and Responsibilities: Provide vendor management lifecycle oversight of critical and complex third-party relationships. Monitors and manages the performance of their vendor portfolio to ensure agreed-upon deliverables and service level commitments are met. Establish clear expectations, define key performance indicators (KPIs), and regularly evaluate vendor performance against these benchmarks. Maintains open communication lines with vendors to address any issues or discrepancies promptly. Track and report vendor deliverables and service level agreements, ensure accountability, mitigate potential risks, and uphold the organization's standards of quality and timeliness. Perform as a functional bridge amongst external vendors as well as internal stakeholders, collaborating across the organization to coordinate the planning and execution of short- and long-term outcomes and projects to meet client and company current and future needs. Create, document, and facilitate internal change management processes and routines to introduce and drive adherence to vendor management operational rigor and routines, creating conditions for success by removing obstacles and championing evolution of how work is delivered. Proactively assess and analyze vendor operations to identify any potential risks that may impact the organization's performance, business continuity, brand and reputation, and security. Uses quantitative and qualitative data to identify trends in issues and create strategies and recommendations for improvement and resolution. Identifies process improvements that will result in positive outcomes for all stakeholders. Fosters partnerships with vendors, the broader Procurement team members, and internal business stakeholders to foster collaboration and to identify and recommend improvement opportunities. Research business strategies and recommends best practices and changes in technology related to the performance of Academic Programs initiatives. Ensures overall quality, consistency, and functionality of all work by team members to ensure a high level of performance and engagement from all team members in each functional group. Establishes appropriate performance metrics for direct reports and ensures accountability. Works with cross-functional teams to determine current and future direction and to foster collaboration. Collaborates with cross-functional teams regarding contract, billing validity and escalated issues. Ensures compliance with policies and procedures pertaining to vendor relations by Academic Programs employees. Works with team members and other internal stakeholders to conduct regular vendor business reviews. Performs other related duties as assigned. Knowledge, Skill and Abilities: Exceptional relationship management skills and ability to influence decisions at executive leadership levels. Demonstrated ability to lead strategic and organizational change delivering intended results and outcomes. Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster direct dialog with vendors, external clients, employees, account partners, and internal business teams. Strong analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make fact-based recommendations and decisions). Ability to organize, coordinate, and direct team activities and results. Ability to recognize and execute on opportunities to leverage resources for better outcomes. Ability to build relationships and influence at all levels. Ability to be an agent of change in a rapidly changing environment. Excellent organizational and project management skills, including the ability to effectively handle multiple tasks and pay attention to detail. Sound judgment and decision-making skills in sometimes charged high stakes environments. Communicates to improve and promote teamwork, decision-making, and problem solving. Listens and responds effectively to the reactions and positions of others and encourages the expression of diverse ideas and opinions. Adjusts message and style to fit the audience. Provides timely and helpful feedback. Communicates appropriately to win support with all audiences. Works cooperatively with others across the organization to achieve shared objectives. Represents own interests while being fair to others and their areas. Partners with others to get work done. Credits others for their contributions and accomplishments. Gains buy-in, trust, and support of others. Deals comfortably with the uncertainty of change. Effectively handles risk. Can decide to act without the total picture. Is calm and productive, even when things are up in the air. Deals constructively with problems that do not have clear solutions or outcomes. Is confident under pressure. Handles and manages crises effectively. Maintains a positive attitude despite adversity. Bounces back from obstacles and setbacks. Grows from hardships and negative experiences. Has a strong outcomes-based orientation. Persists in accomplishing objectives despite obstacles and setbacks. Has a track record of successfully succeeding goals. Pushes self and helps others to achieve results. Has a continuous improvement mindset. Forms teams with appropriate and diverse mixes of styles, perspectives, and experience. Establishes common objectives and a shared mind-set. Creates a feeling of belonging and strong team morale. Shares wins and rewards team efforts. Fosters open dialogue and collaboration among the team. Creates a team that works well cross-functionally. Learns quickly when facing new situations. Experiments to find new solutions. Takes on challenges of unfamiliar tasks. Extracts lessons learned from failures and mistakes. Expands knowledge base through ongoing curiosity. Job Qualifications: Minimum Qualifications: Bachelor's degree in related field. is required; master's degree is preferred. 8 or more years managing key, complex third-party vendor relationships. Preferred Qualifications: Master's Degree in related field. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Travel up to 25%.

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

Travel Requirements: Frequent travel across US (50% or more) is required for client meetings, site visits, and regional collaboration. The Account Manager will drive strategic commercial growth across US by identifying, developing, and executing market expansion, key customers and product penetration initiatives. This role will focus on maximizing profitability through new business, customer development, and by serving as the key interface between local sales teams, global product managers, and customers. The Account Manager will oversee US business planning, growth strategy execution, and collaboration between product, commercial, and operational stakeholders to ensure market success and customer satisfaction. Key Responsibilities Strategic Market Development * Lead market analysis, competitive intelligence, and regional business planning to identify high-impact growth opportunities across US. * Develop and maintain a comprehensive commercial strategy aligned with Boart Longyear's global and regional objectives. Customer & Stakeholder Engagement * Build and maintain executive-level relationships with key customers and industry stakeholders across the US mining sector. * Serve as the local liaison for global product teams, ensuring alignment between product offerings and US market needs. Sales Enablement & Pipeline Growth * Support and guide the local sales teams in securing new accounts and expanding business within existing customer portfolios. * Provide coaching and sales enablement tools to improve local CRM effectiveness and market responsiveness. Product Introduction & Commercialization * Lead go-to-market eƯorts for new product launches across US, including value proposition development, product positioning, and key customers * Collaborate with global product managers to tailor solutions and messaging based on customer feedback and market trends. Industry Representation * Represent Boart Longyear at trade events, professional associations, and customer forums to enhance brand presence and discover growth partnerships. * Actively monitor industry developments, emerging technologies, and regulatory changes relevant to the region. Internal Collaboration & Reporting * Support GTM country manager - US on operations, and supply chain leaders to ensure commercial alignment and customer satisfaction. * Regularly report on business development KPIs, sales pipeline metrics, and US market conditions to senior leadership. All other reasonable duties as assigned Key Skills & Competencies * Strong consultative sales and negotiation skills * Good understanding of mining/drilling operations and capital equipment cycles * Strategic thinking with data-driven decision-making abilities * Executive-level communication and interpersonal skills * High-level commercial and financial acumen * Project management and cross-functional team leadership * Comfortable working across cultures and navigating complex stakeholder environments Qualifications * Education: Bachelor's degree in Engineering (Mining, Civil, Mechanical, or Industrial), Geology, Business Administration, Economics, or a related field. MBA or relevant postgraduate education preferred. * Experience: Minimum of 5-7 years of experience in business development, sales, or commercial leadership roles in the mining, industrial equipment, or drilling sector. Must demonstrate a track record of building and executing successful growth strategies in US. * Languages: Fluency in English and professional working proficiency is required. Other language is a plus. Physical and Environmental Conditions * Work Environment: Remote * Lifting Requirements: Occasionally required to lift or transport up to 15 kg (33 lbs) of product samples or promotional materials during field visits or trade events. Proper lifting techniques and safety protocols must be followed. Compensation, Benefits and Perks Talented people are attracted to companies with long-term success and a supportive workplace culture that encourages work-life balance. Boart Longyear offers competitive pay, comprehensive benefits, and career advancement opportunities. If hired, you can expect: * a strong compensation plan * medical, vision, and dental program * retirement program * employee recognition rewards program (BRAVO) * employee assistance program Company Overview Established in 1890, Boart Longyear is the world's leading provider of innovative, safe, and productivity-driven drilling equipment and tooling. With a primary focus on mining and exploration activities spanning a wide range of commodities-including copper, gold, nickel, zinc, uranium, and other metals and minerals-the Company also supports activities in the energy, oil sands exploration, and environmental sectors. The Drilling Products division delivers advanced research and development capabilities and holds hundreds of patented designs to manufacture, market, and service reliable drill rigs, innovative drill string products, rugged performance tooling, durable drilling consumables, and high-quality parts for customers worldwide. These products are engineered to meet the evolving needs of the global drilling industry, offering maximum performance, reliability, and safety in the most demanding conditions. Our People At Boart Longyear, people are our most important asset. We recognize that the best ideas emerge through collaboration among individuals with diverse backgrounds, experiences, and perspectives. That is why we are committed to fostering diverse, inclusive teams and work environments free from discrimination and harassment-spaces where everyone can contribute and be heard. Our Vision To create products and solutions that empower the exploration and extraction of minerals to enable life and prosperity. Our Values Our success as a business depends on how we operate. The how is the distinctive way in which we conduct our business, guided by our values of: * Integrity * Health & Safety * Teamwork & Diversity * Customer Focus * Sustainability Boart Longyear is headquartered in Salt Lake City, Utah, USA. Visit our website, boartlongyear.com and follow Boart Longyear on social media: LinkedIn, Facebook, Instagram and Twitter. As an Equal Opportunity Employer, we thank all who apply but will only be contacting those selected for an interview. Please apply online at **********************************

This territory is looking for a great sales leader to build repeat business relationships and open new accounts. Our customer base is as diverse as our product line and includes food & beverage, light manufacturing, sand & gravel, construction, aeros Account Manager, Manager, Sales Leader, Accounting, Retail, Account

Your Role & Responsibilities Account Managers are responsible for managing the overall sales efforts in their assigned territory to maximize sales and profit. They must utilize frequent face-to-face and/or telephone contact in a consultative sales approach to ensure the satisfaction of customer needs. They must identify selling opportunities and assertively act upon the opportunities that offer maximum potential and/or gross profit - both with existing customers through cross- and range-selling as well as with new leads. They must uphold Brenntag's core values and focus on customer excellence in all regards every day. Job Description: Customer Business Development for assigned territory (65%) * Meet sales objectives and focus on customer retention as well as improving overall customer satisfaction (also through digital channels). * Identify customer potentials, i.e., opportunities for cross- and range-selling to existing customers and engage relevant stakeholders (e.g., Brenntag Essentials sales staff). * Set strategies and targets for growth of customers in assigned territory (sales plan); align with Sales Manager. * Frequently conduct customer visits and prepare the meetings using all available tools and reports, coordinate, negotiate and close proposals. * Manage spot business/ rush offers, get support from Commercial Assistant when necessary. * Liaise with relevant stakeholders to create in a timely manner the best solution for the customer and extract maximum value (e.g., Sales Management, Industry Marketing Management, Application Development). * Act as major point of contact to customers in assigned territory in all commercial matters. * Conduct market studies on potential new product opportunities by contacting customers to gather interest and test market demand. * Leverage Brenntag Connect to generate and maximize sales. New customer generation (10%) * Spot opportunities for launching sales projects in cooperation with other departments like Industry Marketing Management, Application Development and suppliers. * Identify and prioritize prospective customers. * Get in contact with prospects and involve relevant stakeholders to nurture leads down the pipeline. * Liaise with Brenntag Essentials sales staff on customers with new Brenntag Specialties business opportunities. Sales & General Admin (15%) * Set and maximize prices considering value-based pricing and customer segmentation within guidelines provided by Product Management/ Industry Marketing Management. * Ensure appropriate data administration and documentation of all business cases in the local CRM system (e.g., post processing of visits, creation of customer projects). * Update and maintain customer opportunity pipelines and potentials in the CRM system * Complete sales and revenue-related reporting. * Drive commercial and functional excellence based on guidance/ input from Commercial Excellence Function. * Provide regular forecasts of product demand from customers to Industry Marketing Management to optimize projected demand requirements. Know-How Management (10%) * Maintain an up-to-date level of product, technical, and application knowledge, e.g., via training. * Keep up to date with changes and updates in the product/solution portfolio and in the market. * Keep up to date Your Profile Skills * Sound computer skills in the use of Microsoft Excel, Word, PowerPoint and CRM systems * Superior communication and negotiation skills * Strong commercial understanding * High self-management capabilities * Customer-centric mindset, focusing on creating a positive experience for the customer * Basic level of strategic thinking (business development, opportunities) * Frequent travel required as per business needs * Valid driver's license with clean driving record Education & Experience * Preferably Post-Secondary Education with a focus in Business, Science or equivalent. * Experience in the chemical distribution business, preferably in a sales capacity (3 to 5 years previous experience in sales role). * Product, technical and market knowledge of respective Industry/ Application. Our Offer * We aim to create an environment where the best people want to work, where they can turn their passion into their job and realize their full potential. * Individual development, on-the-job training, and development programs designed to help our employees grow in their careers. * Paid parental leave * Education assistance program * Employee assistance program * Various healthcare plan options as well as 401(k) Brenntag and its subsidiary companies will provide equal employment opportunities to all applicants without regard to any category protected by federal, state or local law, including as applicable, applicant's actual or perceived race, color, religion, creed, sex, sexual orientation, gender identity or expression (including transgender status), gender (including pregnancy, childbirth, lactation and related medical condition), genetic information, military service, national origin, ancestry, citizenship status, age, veteran status, physical or mental disability, protected medical condition as defined by applicable federal, state or local law, political affiliation, marital status, membership in an employee organization, parental status, expunged juvenile record, or any other status protected by federal, state, or local law. Brenntag will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested. When completing this application, you may exclude information that would disclose or otherwise reference your race, religion, age, sex, genetic, veteran status, disability or any other status protected by federal, state, or local law. This application is considered current for sixty (60) days only. At the end of this period, if you are still interested in employment, it will be necessary for you to reapply by completing a new application. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Human Resources at accommodations@brenntag.com (phone, tty, fax, email, etc.). Brenntag North America, Inc. and its subsidiaries use E-Verify, a government-run, web-based system that allows employers to confirm the eligibility of their employees to work in the United States. For more information, please go to ********************************** or view the poster at ********************************************** Contents/E-Verify_Participation_Poster.pdf. Brenntag TA Team

Account Manager - Contract Manufacturing (Beverage Side) Salary Range: $72,000 - $95,000 annually The Account Manager is a key partner for our customers on the Beverage side, helping ensure contract manufacturing projects run smoothly from onboarding to delivery. You'll collaborate with Sales, Finance, Operations, and Quality teams to deliver products on time, maintain high standards, and build strong customer relationships. This role is perfect for someone who enjoys solving problems, managing projects, and making a real impact on customer satisfaction. What You'll Do Own relationships with new and existing Beverage customers serving as the primary point of contact Lead onboarding of new products and accounts, including samples and documentation Partner with Sales and Finance on quotes, pricing, and margin goals Ensure accurate order entry and alignment with production schedules Collaborate with teams to solve customer challenges and identify growth opportunities Lead process improvement initiatives by leveraging AI and data-driven tools to enhance efficiency, accuracy, and customer experience Translate insights into action through strong communication and collaboration with stakeholders at all levels Why You'll Love This Role High-visibility role with cross-functional collaboration Opportunity to own accounts end-to-end and see your impact Directly influence customer satisfaction and retention Room to grow and develop within the organization A culture that values innovation, continuous improvement, and people-first leadership Room to grow and develop within the organization Qualifications Strong communication, organization, and problem-solving skills Experience in account management, operations, or manufacturing is a plus Demonstrated experience using AI or automation tools to drive process improvement and operational efficiencies Ability to lead change, influence without authority, and work effectively across teams Beverage or food manufacturing experience is a plus 1-3 years of account management experience in food & beverage contract manufacturing business and/or customer success experience in one of more of the following: customer service, sales support and/or account management 1-3 years of project management or implementation experience Strong written and verbal communication skills Experience with contract manufacturing a plus Proficient with Microsoft Office products (Excel, Word, Outlook) Proficient in project management software preferred Strong attention to detail and organized Analytical thinker and problem solver Customer-focused Works well with little supervision, with other departments and different personalities

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Boise, Idaho. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

**Sr WM Client Relationship Consultant** The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. **Key Responsibilities and Duties** + Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-02-13 Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description We are seeking a dedicated and experienced Client Manager II to join our team in Sandy, United States. In this role, you will be responsible for managing and nurturing key client relationships, ensuring client satisfaction, and driving business growth. Serve as the primary point of contact for assigned clients, building and maintaining strong, long-lasting relationships Develop and implement tailored client retention strategies to maximize customer satisfaction and loyalty Collaborate with internal teams to ensure timely delivery of products and services that meet or exceed client expectations Conduct regular client meetings to understand their needs, address concerns, and identify opportunities for upselling or cross-selling Analyze client data and prepare comprehensive reports on account performance, trends, and growth opportunities Negotiate and manage contracts and service level agreements with clients Proactively identify and resolve client issues, escalating when necessary Stay informed about industry trends and best practices to provide valuable insights to clients Mentor junior client managers and contribute to the overall success of the client management team Qualifications Bachelor's degree in Business Administration, Marketing, or related field 5+ years of experience in client management or a similar role Proven track record of managing and growing client relationships Strong communication and interpersonal skills with the ability to build rapport at all levels Excellent negotiation and conflict resolution abilities Proficiency in CRM software and data analysis tools Demonstrated project management skills and ability to handle multiple clients simultaneously Experience in developing and implementing client retention strategies Strong understanding of contract management and service level agreements Knowledge of industry trends and best practices in client management Professional certifications in client management or customer service (preferred) Ability to travel to client sites as needed Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

We pride ourselves in taking care of our most closely held relationships. From our employees, to our clients, to our candidates; looking out for their needs and concerns is paramount to our success. Doing so has allowed us to establish successful, long\-lasting, and mutually beneficial partnerships with those we work with. As a company, our goal is the bridge the gap between great people and fulfilling careers and we're looking for you to join our team! Responsibilities in a nutshell… Our Client Solution Managers are responsible for end\-to\-end sales including the creative development and execution of sourcing strategies and recruiting plans for our clients. The Client Solutions Manager develops relationships with our top tier client base while helping Trustech attract the best talent available. Primary objectives include managing client relationships with Directors, Managers and C\-level executives at some of the top companies in the Salt Lake area. Helping to screen candidates, conducting interviews, making recommendations to hiring managers and helping to guide the recruiting process. Our Client Solution Managers are… Leaders: Motivated to improve themselves and those around them. Ambitious and career driven. Looking for opportunities to expand their knowledge and mentor others. Resourceful: Able to critically think out problems to find the best solution. Also have the awareness to know when outside help is needed. Organized: Juggling multiple responsibilities, deadlines, and communications that vary day to day. Entrepreneurial: Always looking for ways to help grow the organization. Realize that team success is reliant on proactively building relationships and looking for opportunity. Getting granular… Develop and build on relationships with our existing client base. Collaborate with client hiring managers and the recruitment team to understand and strategize fulfillment. Conduct intake meetings with client managers to set expectations, and maintain communications throughout the recruiting process. Network and build strong relationships with prospective clients and candidates by providing strategic guidance and advice. Review candidate resumes and assess their qualifications and fit. Conduct phone screens, provide candidate assessments, and recommend viable candidates to Trustech client managers for further consideration. Manage the interview schedule for candidates and client managers to ensure nothing falls through the cracks. Document all candidate interactions in our ATS to insure we have the necessary information to successfully represent each candidate we come in contact with. What you bring to the table… 2+ years of full\-cycle recruiting Experience working with SaaS based software, including those for applicant tracking (ATS), customer relationship management (CRM), and Project Management. We use Zoho One. Ability to cultivate relationships with top level technology leaders. Excellent verbal, written, and interpersonal communication skills. Able to think on your feet and resourcefully solve problems. Strong organizational and prioritizing skills. Strong work ethic, sense of urgency, and tech savvy. Bachelor's Degree preferred; Preferably in Business or Technology. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"628352674","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Staffing\/Employment Agencies"},{"field Label":"City","uitype":1,"value":"Salt Lake City"},{"field Label":"State\/Province","uitype":1,"value":"Utah"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"84101"}],"header Name":"Client Solutions Manager","widget Id":"**********00072311","awli IntegId":"urn:li:organization:10578787","is JobBoard":"false","user Id":"**********00120003","attach Arr":[],"awli ApiKey":"77vioxn9k8wle6","custom Template":"4","awli HashKey":"2c8a7788765be306fffb2528bee036751f7aa76dd3dc8380c55768150e46835666d156cdf1fd781efe167558144deccd8564e446a23fe27b865166acf9e39e57","is CandidateLoginEnabled":false,"job Id":"**********06052515","FontSize":"15","location":"Salt Lake City","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0nk787517a30dcce34e8980373b1a50b27fbc"}

Why You'll Love Working Here Who wants to make some good money? At Credit Corp Solutions, we're not your typical collections company. With over 2,000 employees worldwide, we've built a culture of growth, respect, and opportunity. When you join our team, you're not just starting a job - you're launching a career. Highlights you'll enjoy right away: No weekends ever - enjoy your work-life balance Uncapped monthly bonuses - Our new reps are earning an average of $1,000 in bonuses within their first six months. 4 weeks of paid training - no experience? No problem Medical, Dental, Vision - start soon after you do! 401(k), Paid Time Off, & 9 Paid Holidays Free breakfast daily & fresh fruit options $1,200 referral bonus - Who doesn't want to work with their friend? The Role - Customer Relationship Manager As a Customer Relationship Manager (CRM), you'll be the problem-solver and guide for customers working through financial challenges. You'll: Build rapport and negotiate solutions that work for both the customer and company Work in a goal-driven environment (with big bonus potential) Gain hands-on experience that opens doors to leadership and advancement opportunities What are we looking for? Strong communication skills - confident, clear, and persuasive Goal driven, KPIs, or deadlines (sales, retail, call centers, hospitality all count!) Empathy, professionalism, and resilience A competitive spirit - you love hitting goals and being rewarded for it No collections experience required - we'll train you to succeed. Ready to Join Us? If you're motivated, competitive, and looking for stability with real career growth, we'd love to meet you. Apply today and start building your future with Credit Corp Solutions! Job Type: Full-time Benefits: 401(k) Flexible schedule Health insurance Paid time off Vision insurance Work Location: In person

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments. **Job Responsibilities** + Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients + Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients + Manage credit opportunities within assigned portfolio up to $40 million + Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship + Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio + Protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications,capabilities, and skills** + Minimum of 8 years' experience in business banking relationship management role or related business lending experience + Bachelor's degree in Finance or related field, or equivalent work experience + Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence + Able to identify innovative solutions to best serve client and/or manage risk + Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions + Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards **Preferred qualifications, capabilities, and skills** + Expert knowledge of business, credit underwriting with commercial credit training 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** Las Vegas,NV $104,500.00 - $157,000.00 / year

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments. Job Responsibilities Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients Manage credit opportunities within assigned portfolio up to $40 million Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio Protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 8 years' experience in business banking relationship management role or related business lending experience Bachelor's degree in Finance or related field, or equivalent work experience Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence Able to identify innovative solutions to best serve client and/or manage risk Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards Preferred qualifications, capabilities, and skills Expert knowledge of business, credit underwriting with commercial credit training

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

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

We are hiring a full-time creative, results oriented outside sales Account Manager in Salt Lake City, UT. Our company culture is friendly, fun with healthy competition and rewards. Applied Industrial Technologies offers integrity, inclusion, and career advancement. Individual contributorship and ideas are encouraged and welcomed. As a leading industrial distributor (and Fortune 1000 company), we realize we are only as strong as our dedicated team. Selling millions of industrial products to all types of customers takes special skill and that's where you come in. Why join us? Applied is listed as one of the World's Best Employers by Forbes for 2021. We have earned the Outstanding Employer Support award from the US Navy and we are a GSA approved vendor. Applied has been fortunate to retain associates who have built long lasting careers. 25% of our U.S. team has 20+ years of service! In addition to competitive pay including uncapped commission plus bonus opportunities and all the benefits you'd expect from an industry leader (401K with company match, insurance, company vehicle, time off, employee assistance, tuition reimbursement, etc.) you will also enjoy: A LASTING CAREER - Career paths are available in sales, management, and operations throughout the country Professional development and training Team oriented company culture where it's called work for a reason but have fun in the process Join a local team with company backing What you'll do: This territory is looking for a great sales leader to build repeat business relationships and open new accounts. Our customer base is as diverse as our product line and includes food & beverage, light manufacturing, sand & gravel, construction, aerospace, steel, medical, govt agencies, schools, hospitals, and more. All earnings are uncapped - your income is limited only by your ability to network and prospect for new customers and to grow your existing accounts. Help customers find solutions to their needs. If you can talk with everyone in maintenance, engineering, purchasing, we want to talk with you! This position reports directly to our General Manager. Achieve sales and profit goals by developing and retaining existing customers and by opening new business Conduct sales and service activities, develop strong ongoing relationships, identify product applications, and introduce new products and services Prepare quotations and proposals, follow up, negotiate terms, and close transactions Organize and conduct training sessions for customers Survey market and competitive conditions Complete reports regarding itineraries, expenses, sales calls, leads, and other related matters Monitor customer complaints, follow up on outstanding orders, and make emergency calls, night calls, and deliveries as required Qualifications * 1+ year outside sales experience OR 1+ yr strong power transmission or hydraulic background with sales mentality OR 2+ yrs customer service/inside sales experience with a tangible product OR recent grad with sales mentality Ability to develop new business, building repeat customer relationships Mechanical aptitude, self-starter with a strong desire to succeed, & sense of humor Written and verbal communication skills including English grammar Computer skills and knowledge, including Excel Power transmission, hydraulics, and/or bearings product experience preferred High school diploma or equivalent Valid driver's license and satisfactory driving record (MVR) Join Applied, a global leader in industrial distribution and take your career to the next step! #LI-AV1 Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Reports To: Client Service Team Leader Duties and Responsibilities: Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data. Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. Mentor or support more junior account team members as needed. Stay informed on industry trends, product offerings, and regulatory changes impacting clients. Qualifications 3-5 years of experience in insurance account management, preferably in Personal Lines. Proven ability to manage a book of business and build long-term client relationships. Strong understanding of carrier underwriting guidelines and coverage forms. Excellent communication, negotiation, and problem-solving skills. Proficient in AMS360 or comparable agency management systems. Active insurance license(s) in applicable lines (P&C and/or L&H) required. Detail-oriented with strong time management skills and the ability to work independently. Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint 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