Automation Controls Account Manager
Relationship manager job in Saint Louis, MO
Murphy Company, the Best Choice in Mechanical construction since 1907, is hiring an Automation Controls Account Manager for our Service team, located in our St. Louis, MO. Office.
Since 1907, Murphy Company has been a leading mechanical contractor in St. Louis and Denver markets that provides its professionals the environment, opportunities, technology, and tools to experience a rewarding career. Being a company that prides itself on its core values of employee well-being, enduring relationships, integrity, and professionalism, we know it starts with our employees. We strongly believe our people are our most important asset, and we strive every day to make Murphy a great place to work as we build our clients' visions.
JOB SUMMARY
Obtain new and ongoing work for Murphy's Automation Controls Department by establishing and maintaining effective contact with existing accounts and potential buyers of Building Automation Systems installation, maintenance, and repair services.
DUTIES & ESSENTIAL JOB FUNCTIONS
Responsibilities include, but are not limited to:
Prospect for new business with commercial, institutional, and industrial building owners, property managers, owner's representatives (Architects / Engineers), and general contractors.
Build partnering relationships with existing and potential decision makers regarding building automation system installation, maintenance, and repair work.
Develop and execute business plans for defined targets. Include methods, contact personnel, and short- and long-term work goals. Ensure consistency with Murphy's overall business plan and market strategy.
Identify customers' operational and environmental objectives, needs, and requirements. Actively listen, probe, and identify concerns. Clarify Murphy's capabilities and expertise and provide strategic technical solutions.
Position renewable service agreements as a valuable and cost-effective partnership whenever feasible.
Work with the internal Murphy team to create competitive, high-quality, and timely estimates and proposals. Negotiate value, resources, and capabilities.
Maintain positive relations with Service and Construction Operations personnel.
Track renewal dates on maintenance contracts. Ensure customer satisfaction and positive account status prior to contract expiration.
Monitor sales activities and adjust to market changes as necessary and as directed.
Actively assist in the collection process for all assigned accounts.
Promote Murphy's various offerings where practicable. Communicate potential opportunities to the supervisor.
We Are Looking For Someone Like You
2+ years of automation controls, mechanical service, construction, or related experience
Experience in a related field with a strong emphasis on business and marketing, or an equivalent amount of technical training and practical experience
Outstanding verbal and written communication
Exceptional negotiation skills
Self-starter with the ability to work well as part of a team and independently
Proficient in Microsoft applications and CRM software
Ability to travel up to 10%
What We Will Bring to the Table
A collaborative, family-friendly work environment
Knowledge and expertise that has helped us grow and thrive for the last 118 years
Competitive pay and an excellent benefits package, including health and life insurance, a robust wellness program, 401(k), and profit sharing.
A personal time off plan that rivals our competitors
Account Manager
Relationship manager job in Peculiar, MO
The AT&T B2B Account Manager is responsible for managing and nurturing relationships with prospective customers, ensuring their needs are met, and driving the growth of business opportunities. This role focuses on providing exceptional service to new and existing customers while identifying opportunities for upselling, cross-selling, and new business. The ideal candidate will possess strong communication, problem-solving, and relationship-building skills and be adept at managing multiple accounts simultaneously.
*Key Responsibilities:*
* Serve as the main point of contact for the assigned B2B territory.
* Understand customers' needs, objectives, and pain points to offer tailored solutions.
* Proactively manage and address customer concerns to ensure high levels of satisfaction.
* Identify opportunities to expand existing customer accounts through upselling and cross-selling of products/services.
* Monitor client satisfaction and address any issues promptly to foster loyalty and retention.
* Work closely with the sales team to support new business acquisition and expand the client base.
* Prepare and present proposals, pricing, and presentations to customers.
* Coordinate with internal teams to ensure the successful delivery of products and services to clients.
* Provide regular reports on account status, opportunities, challenges, and growth initiatives to management.
* Maintain accurate records of all client interactions, contract details, and communications in CRM systems.
* Collaborate with internal teams, including marketing, product development, and customer support, to ensure clients' needs are met.
* Share client feedback with relevant teams to help improve products and services.
*Qualifications:*
* Bachelor's degree in Business, Marketing, or a related field (preferred).
* Some experience in B2B account management or sales is a plus.
* Excellent communication, negotiation, and interpersonal skills.
* Ability to build and maintain relationships with clients at all levels.
* Strong organizational and project management abilities.
* Proficient in CRM software (Salesforce, HubSpot, etc.) and MS Office Suite.
* Experience in [industry-specific knowledge, if applicable] is a plus.
*Personal Attributes:*
* Client-focused with a commitment to delivering exceptional service.
* Results-driven with a strong ability to meet and exceed sales targets.
* Highly organized with attention to detail.
* Strong problem-solving skills and the ability to think strategically.
* Adaptable to changing business environments and client needs.
This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
Client Partner | Financial Services
Relationship manager job in Saint Louis, MO
Who You'll Work With Our Financial Services industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes.
Slalom is actively seeking a Client Partner in St. Louis to grow the Slalom brand within our Financial Services clients across Insurance & Wealth Management. This Client Partner will lead the way in solving the industry's most pressing challenges across all our services. This role is targeted at a Director level.
Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? We'd love to get to know you!
What You'll Do
Business Development:
* Identify and pursuit lead opportunities within your assigned clients.
* Comfortable selling to and creating new opportunities within your assigned Financial Services clients.
* Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions.
* Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Services clients.
Client Service and Delivery Leadership:
* Drive account growth by developing annual account plan(s) and executing the strategy to drive new sales.
* Own key strategic relationships as well as manage our relationship plan across our broader account team
* Guide the engagement teams to ensure strong delivery is aligned with the client's goals.
* Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives.
* Lead from the front through billable roles on active engagements such as client service lead, SME, or accountable executive.
* Provide oversight and governance across all sold/managed engagements.
* Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline.
Portfolio Leadership:
* Assist in developing the industry strategy and business plan for the portfolio.
* Collaborate with other practices to bring new solutions to the market.
* Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth.
* Provide thought leadership to clients through developing market POVs.
What You'll Bring
Industry Background / Knowledge:
* Deep understanding in at least one of the following sub-industries: Banking, Insurance and/or Wealth Management.
* Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). Examples:
* Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation.
* Versant in AI related use cases within the financial services industry
* Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance.
* Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry.
Qualifications, Skills, and Competencies:
* A minimum of 7 years of experience in Financial Services OR a minimum of 7 years' experience within a leading consulting ļ¬rm with a focus on the functions above.
* MBA or equivalent preferred.
* Comfortable working with and selling to senior Financial Services Executives.
* You must live within a commutable distance of the St. Louis Metropolitan Area.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $161,000 to $258,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
Easy ApplyClient Manager - Water/Wastewater
Relationship manager job in North Kansas City, MO
Kansas City, MO; North Kansas City, MO; Overland Park, KS ** We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company.
We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us.
**Job Description**
Olsson offers its clients a full spectrum of water and wastewater services, including a complete line of planning, design, permitting, and construction phase services. Maintaining water quality is Olsson's number one concern, and we are able to respond to a broad set of client demands in a timely and cost-effective manner.
The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs.
**Primary Responsibilities:**
+ Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans.
+ Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client.
+ Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects.
+ May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services.
+ Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service.
+ Manages client expectations and negotiates outcomes.
+ Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions.
**Qualifications**
**You are passionate about:**
+ Working collaboratively with others.
+ Having ownership in the work you do.
+ Using your talents to positively affect communities.
**You bring to the team:**
+ Strong communication skills.
+ Ability to contribute and work well on a team.
+ Bachelor's degree in engineering or a related area is preferred.
+ A minimum of eight years of client experience with increasing responsibility.
\#LI-RS1 #LI-Hybrid
**Additional Information**
Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come.
As an Olsson employee, you will:
+ Receive a competitive 401(k) match
+ Be empowered to build your career with tailored development paths
+ Have the possibility for flexible work arrangements
+ Engage in work that has a positive impact on communities
+ Participate in a wellness program promoting balanced lifestyles
In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance.
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** .
Create a Job Alert
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Client Relationship Manager-Banking & FS
Relationship manager job in Saint Louis, MO
**Client Relationship Manager-Banking & Financial Services** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
**Key Responsibilities**
Ā· Build trusted relationships with client stakeholders
Ā· Understand the client environment, issues, and priorities
Ā· Work with clients to define their problems and co-create solutions
Ā· Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
Ā· Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions
Ā· Serve as the day-to-day point of contact for the clients
Ā· Responsible for backlog growth including renewals and extensions of current engagements
Ā· Lead the onsite project teams and ensure they understand the client environment
**Required Experience**
Ā· Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
Ā· Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
Ā· Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
Ā· Ability to interface at all levels of an organization
Ā· Excellent oral and written communication skills and executive presentation and persuasion skills are required
Ā· Bachelor's degree
**Preferred Experience**
Ā· MS or MBA degree
Ā· Strong background in a project environment and application development in the BFS vertical.
Ā· Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
Ā· Must be detail oriented and able to manage and maintain all facets of complex assignments.
Ā· Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
Ā· Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
**Top Reasons to Join Our Team**
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
**Salary and Other Compensation** :
The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
**A Good fit for the Cognizant culture**
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Client Manager- P&C
Relationship manager job in Saint Louis, MO
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and ābring itā every day, EPIC is always looking for people who have āthe right stuffā - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Indiana(Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in office
JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions.
WHAT YOU'LL DO:
Renewals & Marketing
Manage the renewal process from start to close, including expirations and renewal start procedures.
Attend pre-renewal meetings to discuss exposures and strategy.
If remarketing, prepare complete submission for Placement team with assistance from data management.
Prepare and finalize renewal proposals, ensuring alignment with quoted terms.
Bind coverage within company guidelines and verify policy accuracy.
Complete final policy check signoff and deliver policy documents.
Client Service & Support
Respond promptly to client inquiries, including miscellaneous requests and coverage questions.
Process endorsements, change requests, cancellations, and audits.
Handle billing, accounting, collections, and carrier discrepancies.
Prepare finance agreements using Ecomplete and file documentation.
Audit processing, including review, disputes, and communications.
Respond to client inquiries and service needs if Client Executive is unavailable.
Documentation & Compliance
Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files.
Ensure COI, EOP compliance; meet and resolve lender requirements.
Prepare and deliver schedules of insurance.
Maintain accurate and complete files on all policies and updates in the system.
Coverage Strategy & Account Rounding
Provide coverage recommendations and identify opportunities for account rounding.
Assist with retention of renewing accounts and identify cross-selling opportunities.
Serve as a resource for internal teams on processes, procedures, and insurance knowledge.
WHAT YOU'LL BRING:
Minimum of 5 years of mid-to-large commercial account management experience.
Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred).
Strong customer service and communication skills.
Detail-oriented, organized, and deadline-driven.
Ability to work independently and collaboratively in a fast-paced environment.
High school diploma or equivalent; Bachelor's degree preferred.
Valid Indiana Property & Casualty license or willingness to obtain within 90 days
Advanced insurance designation required (AAI or CIC).
COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth.
We offer: Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to āInsurance Journalā
To learn more about EPIC, visit our Careers Page: ***********************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
#LI-SG1
#LI-Hybrid
Auto-ApplyBus Banking Officer II
Relationship manager job in Missouri
Financial Services - Commercial Banking Exp 2-5 years Deg Bachelors Relo Bonus Job Description Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $20 million in annual revenues.
Essential Functions
Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
Works to foster new and expand existing customer relationships through cross-selling products and services
Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
Actively participates in local business functions with assigned marketing area.
Provides management with input regarding current policies and practices
Assists the bank in the promotion of all product lines offered in assigned market
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
Qualifications
Job Specification
Required Education or Equivalent Experience
High School Diploma or GED required
Bachelor's Degree in Business Admin., finance, accounting preferred
Required Experience
3 - 5 years of business development experience within the financial services industry.
Administrative/Technical Skills/ Other Information
Lending experience
Bank Product, Marketing and Service knowledge
Analytical and credit skills
Negotiating skills
Planning & organizational skills
PC Skills including knowledge of Microsoft Office products
Written and verbal communications
SKILLS AND CERTIFICATIONS
Bachelor's Degree in Business Admin., finance, accounting preferred
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Business Relationship Manager - Officer
Relationship manager job in Clayton, MO
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Auto-ApplyBusiness Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Clayton, MO
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 40-50 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
Auto-ApplyPrivate Banking Officer
Relationship manager job in Clayton, MO
The Private Banking Officer will serve as primary relationship advisor for high net worth and ultra-high net worth clients. This officer is responsible for developing and administering strategies, sales, and plans to grow the Private Banking division for our market. This officer is responsible for developing and deepening client relationships through need-based, high-level client service and through delivery of the full suite of the Central Bank Private Banking platform. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive banking and wealth management advice across commercial banking, retail banking, and trust businesses with skills in financial planning, investments, deposit and financial products, and other private banking services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Acquisition & Business Development
* Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
* Expected to be the expert level "market moving" and "rain maker" advisor with ability to bring in a significant level of deposits and investments and fee income products across retail and commercial banking.
* Self-acquires significant new business by being active and well connected in the community.
Client Service Excellence
* Able to handle the most challenging, sensitive and complex relationships.
* Team and peer group role model for other Private Bankers, Trust Relationship Managers, Commercial Bankers, and Retail Bankers.
* Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
* Develop short and long-term initiatives that align with the company's vision and provide guidance, coaching and development opportunities for the Private Banking team, ensuring the success of the line of business.
* Lead, mentor, and motivate team members (when applicable) to implement the Private Banking model's initiative, taking ownership for upholding the priority of concierge client service, our company's culture and driving it within the business unit.
* Communicate decisions, priorities, and relevant information to appropriate members of the team as passed down from the Organizational level (when applicable).
Strategic Planning & Business Line Partnership:
* Oversee budget management, forecasting/planning, and expenditures, to maximize business unit's profitability with Private Banking Manager.
* Develop strategic calling plans for maximizing investment, loan and deposit activities and results, in conjunction with other commercial banking managers within the organization.
* Work with line of business leaders to develop marketing plans to maximize benefit to the Private Banking area as well as the overall organization.
* Recruit & develop Private Bankers (PB) & Client Service Associates (CSA)(when applicable).
* Assist in the development and oversight of the marketing and calling efforts of the business unit as it pertains to Wealth Management opportunities (specifically for Private Banking).
* Determine proactive calling and cross-selling practices and behaviors for sales and service of client base.
* Monitor and coach the Private Banking team (when applicable) to achieve the business unit's sales results, cross-selling productivity, and the creation of wealth management opportunities.
* Plan and oversee marketing or external events with the assistance of the Bank, Central Trust Company, Central Investment Advisors, to maximize the organization's visibility in key segments of the market.
* Work with commercial credit leadership to establish Private Banking guidelines for commercial lending referrals to meet our prudent lending standards and complement the Bank's overall strategic plan.
* Consistent contact with organizational partners and management in Retail Banking, Commercial Banking, Trust Company, and Mortgage areas to maximize growth opportunities and expansion of new and existing client relationships.
* Consistent contact with clients, prospects, referral sources (accountants, lawyers, medical professionals, centers of influence, outside organizations such as EPC, etc.).
* Perform other duties as assigned.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
* Assist others as needed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
POSITION REQUIREMENTS:
* Bachelor's degree, MBA, CFP or CRA preferred.
* Demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex retail banking, commercial banking, and wealth management needs.
* Minimum 7 years of experience in sales and client management experience in Private Banking, Wealth Management, or Commercial Banking. Minimum 7 years of developing and executing sales and marketing plans.
* Experience with retail and commercial banking deposit products.
* Demonstrated understanding of investments, banking, and trust concepts including, but not limited to, asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products.
* Experience with an in-depth knowledge of equities, fixed income, structured notes, and alternatives.
* Measurable track record of successfully selling to high net-worth clients.
* Strong client relationship management and sales skills.
* Experience in profiling and formulating strategies for potential clients.
* Expert leadership and management knowledge/skills, such as divisional goal creating and setting, strategic planning, budgeting, P&L supervision, and personnel administration.
* Excellent critical thinking, problem solving, and decision-making skills - having the ability to establish rapport across the company and effectively create and implement new strategies to address complex business issues and grow in a competitive and crowded wealth management space.
* Strong analytical ability.
* Easily adaptive to fast and sweeping change, high resiliency to business and company situations that may arise, while maintaining an optimistic outlook, and helping to cast a positive influence and mindset, that is in line with Central's culture and core values.
* Ability to create a high performing team of individuals in the Private Banking and Wealth Management fields and successfully lead initiatives, projects and activities that achieve departmental and organizational growth and business objectives.
* Excellent interpersonal skills, with particular strengths in an ability to work across the Organization and interact effectively at all levels of management and Bank peers.
* High level proficiency with Microsoft Word, PowerPoint, Excel, and Outlook.
* Ability to drive a vehicle. Must maintain a current, valid driver's license and an acceptable driving record for bank insurance purposes.
* Ability to read, write, and speak English.
Commercial Banker
Relationship manager job in Kansas City, MO
Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.
**Principal Accountabilities** :
+ Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).
+ Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.
+ Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
+ Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
+ Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
+ Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
+ Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
+ Mentors less experienced commercial banking associates through delegation of duties and oversight of work.
+ Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform.
+ Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
+ Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
+ Maintains client information in complete confidence.
+ Completes other specified duties as assigned.
+ Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
**Minimum Qualifications:**
+ Bachelor's degree in finance, accounting, or business administration required; MBA or other related graduate degree preferred.
+ Proven track record of relationship-based business development.
+ Minimum five years of related commercial lending or portfolio management experience.
+ Strong credit analysis skills.
+ Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred.
+ Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
+ Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents.
**Physical Requirements:**
The work environment is typical of a standard office or retail banking setting. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to ten pounds of force. If associate is approved for any hybrid work locations, lifting of about 5 lbs. (laptop) is required twice daily. Position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. The position involves frequent, sustained periods of sitting but also frequent, sustained periods of standing or moving from one worksite to another, including for example client locations, community events, and/or building sites. Position requires the ability to timely transport oneself from one local work site to another local work site via automobile or public transportation on a regular basis. Exposure to the elements is possible while outdoors. Depending upon specialty/geographic area assigned, position requires the ability to travel outside of local area, necessitating the ability to travel via airplane or other public transportation on an occasional basis.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Client Manager - Water/Wastewater
Relationship manager job in Kansas City, MO
We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company. We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us.
Job Description
Olsson offers its clients a full spectrum of water and wastewater services, including a complete line of planning, design, permitting, and construction phase services. Maintaining water quality is Olsson's number one concern, and we are able to respond to a broad set of client demands in a timely and cost-effective manner.
The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs.
Primary Responsibilities:
* Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans.
* Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client.
* Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects.
* May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services.
* Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service.
* Manages client expectations and negotiates outcomes.
* Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions.
Qualifications
You are passionate about:
* Working collaboratively with others.
* Having ownership in the work you do.
* Using your talents to positively affect communities.
You bring to the team:
* Strong communication skills.
* Ability to contribute and work well on a team.
* Bachelor's degree in engineering or a related area is preferred.
* A minimum of eight years of client experience with increasing responsibility.
#LI-RS1 #LI-Hybrid
Additional Information
Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come.
As an Olsson employee, you will:
* Receive a competitive 401(k) match
* Be empowered to build your career with tailored development paths
* Have the possibility for flexible work arrangements
* Engage in work that has a positive impact on communities
* Participate in a wellness program promoting balanced lifestyles
In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance.
If you're applying for an internship, you can learn more about internship-specific offerings and experiences at Olsson by visiting ***********************************
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Notice here.
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Client Partner | Manufacturing
Relationship manager job in Kansas City, MO
Who You'll Work With Our team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact, outcome-driven projects, meeting clients where they are to uncover business needs and deliver meaningful results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes.
Our Missouri Valley Slalom team is actively seeking a Client Partner & Location Leader for Kansas City to grow our presence and deepen relationships within the Manufacturing sector. This role is targeted at the Senior Director or Managing Director level and will play a critical part in expanding the Slalom brand and impact across the region.
As Client Partner and location leader, you'll lead the charge in growing Slalom's presence in the market and solving Manufacturing's most pressing challenges-across strategy, technology, and transformation. If you're energized by standing alongside clients to set strategic direction, deliver innovative solutions, and shape what's next, we'd love to connect with you!
What You'll Do
Business Development:
* Identify and lead opportunities within our managed accounts.
* Comfortable selling to and creating new opportunities within the Manufacturing portfolio.
* Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions for advisory work.
* Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Manufacturing clients.
Client Service and Delivery Leadership:
* Drive account growth by developing annual account plans and executing the strategy to drive new sales.
* Guide the development teams to ensure strong delivery that is aligned with the client goals.
* Utilize your deep manufacturing knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can come in to help them achieve business objectives.
* Lead from the front through billable roles on active engagements such as client service lead, delivery lead, SME, engagement lead or accountable executive.
* Provide oversight and governance across all sold/managed engagements. Operate a fiscally healthy manufacturing sector including levers such as utilization, revenue, gross profit and pipeline.
Portfolio Leadership:
* Assist in developing the industry strategy and business plan for the portfolio.
* Collaborate with other practices to bring new solutions to market.
* Identify opportunities for growth/maturation of Slalom offerings, and help set the direction for that growth
* Provide thought leadership to clients through developing market POVs.
What You'll Bring
Industry Background / Knowledge:
* Deep understanding in the Manufacturing vertical
* Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics).
* Lead and participate in elaborate discussions with professionals and senior executives within the manufacturing vertical.
Qualifications, Skills, and Competencies:
* A minimum of 8 years of experience in leading large complex accounts in a consulting ļ¬rm with focus on manufacturing clients preferred.
* Minimum 10+ years of account + delivery management experience in consulting.
* Advanced project delivery including all aspects of program/project management and client relationship management.
* Excellent negotiation, conflict management, problem-solving and decision-making skills
* Experience working with our partner eco-system a plus (AWS, Microsoft, Salesforce, Google Cloud, etcā¦)
* Comfortable working with and/or selling to Senior C-Suite Executives.
* Strong executive presence.
* You must live within a commutable distance to the Kansas City Metropolitan Area.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range for Senior Director is $189,000 to $302,000 and Managing Director is $240,000 to $384,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Saint Louis, MO
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 40-50 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
Auto-ApplyBus Banking Officer II
Relationship manager job in Lees Summit, MO
Financial Services - Commercial Banking
Exp 2-5 years
Deg Bachelors
Relo
Bonus
Job Description
Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $20 million in annual revenues.
Essential Functions
Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
Works to foster new and expand existing customer relationships through cross-selling products and services
Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
Actively participates in local business functions with assigned marketing area.
Provides management with input regarding current policies and practices
Assists the bank in the promotion of all product lines offered in assigned market
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
Qualifications
Job Specification
Required Education or Equivalent Experience
High School Diploma or GED required
Bachelor's Degree in Business Admin., finance, accounting preferred
Required Experience
3 - 5 years of business development experience within the financial services industry.
Administrative/Technical Skills/ Other Information
Lending experience
Bank Product, Marketing and Service knowledge
Analytical and credit skills
Negotiating skills
Planning & organizational skills
PC Skills including knowledge of Microsoft Office products
Written and verbal communications
SKILLS AND CERTIFICATIONS
Bachelor's Degree in Business Admin., finance, accounting preferred
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Clayton, MO
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 40-50 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
Commercial Banker Trainee
Relationship manager job in Kansas City, MO
The Commercial Banker Trainee is part of the Commercial Banker Development Program which will provide training in commercial credit, loan review, loan operations, and commercial lending through shadowing a commercial lender.
Responsibilities
Within the Commercial Credit Department, the Commercial Banker Trainee will receive training and then be able to perform the following tasks:
Financial statement spreads.
Financial analysis of commercial loans (both real estate and commercial and industrial).
Prepare well-written financial analysis of loans for presentation to loan officers and/or loan committee.
Complete financial analysis reports that are completed in a quality manner and within service timeline expectations.
Effective communicator with lending officers, supervisors, and co-workers to provide for effective follow up on credit reviews.
Other special projects or other tasks as required by supervisor/manager.
Within the Loan Review Department, the Commercial Banker Trainee will receive on-the-job training and then will be able to perform the following tasks:
Review commercial credits to determine whether any change in risk rating should be made.
Prepare written reports of loan review findings.
Present to Loan Review Department supervisors on the findings during a specific commercial loan review.
Within the Loan Officer shadowing process, the Commercial Banker Trainee will be able to perform the following tasks:
Assist the loan officer with creation of the Credit Approval Submission (CAS) document for loan approvals.
Assist the loan officer with borrower contact in obtaining financial information and other required loan documentation.
Conduct property inspections of collateral securing commercial loans.
Participate in loan meetings with borrowers and the Commercial Loan Officer.
Ability to apply skills toward effective financial analysis of borrower's financial statements, cash flow analysis, and analysis of commercial credit.
The individual will be able to perform credit analysis of noncomplex credits with the expectation that progress will be made toward more complex credit analysis after fulfilling the minimum job responsibilities.
The individual will be able to apply Bank Credit Underwriting standards to other functions including loan review and loan origination.
The expectations will coincide with the Commercial Banker Trainee's level of experience and after training programs
Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.
Client Manager - Water/Wastewater
Relationship manager job in Kansas City, MO
Kansas City, MO; North Kansas City, MO; Overland Park, KS ** We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company.
We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us.
**Job Description**
Olsson offers its clients a full spectrum of water and wastewater services, including a complete line of planning, design, permitting, and construction phase services. Maintaining water quality is Olsson's number one concern, and we are able to respond to a broad set of client demands in a timely and cost-effective manner.
The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs.
**Primary Responsibilities:**
+ Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans.
+ Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client.
+ Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects.
+ May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services.
+ Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service.
+ Manages client expectations and negotiates outcomes.
+ Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions.
**Qualifications**
**You are passionate about:**
+ Working collaboratively with others.
+ Having ownership in the work you do.
+ Using your talents to positively affect communities.
**You bring to the team:**
+ Strong communication skills.
+ Ability to contribute and work well on a team.
+ Bachelor's degree in engineering or a related area is preferred.
+ A minimum of eight years of client experience with increasing responsibility.
\#LI-RS1 #LI-Hybrid
**Additional Information**
Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come.
As an Olsson employee, you will:
+ Receive a competitive 401(k) match
+ Be empowered to build your career with tailored development paths
+ Have the possibility for flexible work arrangements
+ Engage in work that has a positive impact on communities
+ Participate in a wellness program promoting balanced lifestyles
In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance.
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** .
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RBG Bus Banking Officer II
Relationship manager job in Lees Summit, MO
Lee's Summit, MO
Exp 2-5 yrs
Deg Bachelors
Relo
Bonus
Travel Occasional
Job Description
Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $20 million in annual revenues.
Essential Functions
Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
Works to foster new and expand existing customer relationships through cross-selling products and services
Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
Actively participates in local business functions with assigned marketing area.
Provides management with input regarding current policies and practices
Assists the bank in the promotion of all product lines offered in assigned market
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
Qualifications
Job Specification
Required Education or Equivalent Experience
High School Diploma or GED required
Bachelor's Degree in Business Admin., finance, accounting preferred
Required Experience
3 - 5 years of business development experience within the financial services industry.
Administrative/Technical Skills/ Other Information
Lending experience
Bank Product, Marketing and Service knowledge
Analytical and credit skills
Negotiating skills
Planning & organizational skills
PC Skills including knowledge of Microsoft Office products
Written and verbal communications
Level Supervised
none
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Commercial Banker Trainee
Relationship manager job in Kansas City, MO
The Commercial Banker Trainee is part of the Commercial Banker Development Program which will provide training in commercial credit, loan review, loan operations, and commercial lending through shadowing a commercial lender. **Responsibilities**
Within the Commercial Credit Department, the Commercial Banker Trainee will receive training and then be able to perform the following tasks:
+ Financial statement spreads.
+ Financial analysis of commercial loans (both real estate and commercial and industrial).
+ Prepare well-written financial analysis of loans for presentation to loan officers and/or loan committee.
+ Complete financial analysis reports that are completed in a quality manner and within service timeline expectations.
+ Effective communicator with lending officers, supervisors, and co-workers to provide for effective follow up on credit reviews.
+ Other special projects or other tasks as required by supervisor/manager.
Within the Loan Review Department, the Commercial Banker Trainee will receive on-the-job training and then will be able to perform the following tasks:
+ Review commercial credits to determine whether any change in risk rating should be made.
+ Prepare written reports of loan review findings.
+ Present to Loan Review Department supervisors on the findings during a specific commercial loan review.
Within the Loan Officer shadowing process, the Commercial Banker Trainee will be able to perform the following tasks:
+ Assist the loan officer with creation of the Credit Approval Submission (CAS) document for loan approvals.
+ Assist the loan officer with borrower contact in obtaining financial information and other required loan documentation.
+ Conduct property inspections of collateral securing commercial loans.
+ Participate in loan meetings with borrowers and the Commercial Loan Officer.
+ Ability to apply skills toward effective financial analysis of borrower's financial statements, cash flow analysis, and analysis of commercial credit.
+ The individual will be able to perform credit analysis of noncomplex credits with the expectation that progress will be made toward more complex credit analysis after fulfilling the minimum job responsibilities.
+ The individual will be able to apply Bank Credit Underwriting standards to other functions including loan review and loan origination.
+ The expectations will coincide with the Commercial Banker Trainee's level of experience and after training programs
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
Skills
- Strong attention to detail and ability to complete work accurately.
- Ability to organize work.
- Strong written and verbal communication skills, required.
- Strong ability to make presentations both in writing and orally.
- Strong analytical skills.
- Proficient in Microsoft Office suite of products.
Education & Experience
The Commercial Banker Trainee will generally possess an undergraduate degree in either the field of accounting, finance, economics, real estate, business administration, or related field. Work experience in commercial banking is not required.
Physical Requirements
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Compensation & Benefits
The Commercial Banker Trainee position pays a minimum of $24.04 per hour.
Fullātime associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************