Relationship manager jobs in Modesto, CA - 133 jobs

About Us At Hype Tier, we specialize in crafting unforgettable experiences that bring brands to life. We partner with clients across various industries to design, plan, and execute events that inspire, connect, and leave lasting impressions. Our dedicated team is driven by creativity, precision, and a passion for excellence Job Description We are seeking a detail-oriented and proactive Client Relationship Manager to join our growing team. In this role, you will be the primary point of contact for our clients, ensuring that their needs are met and that projects are delivered with the highest standards of quality. You will be responsible for building strong client relationships, managing accounts, and coordinating with internal teams to achieve exceptional outcomes. Responsibilities Serve as the main liaison between the company and assigned clients. Develop and maintain strong, long-term client relationships. Understand client objectives and ensure deliverables align with their goals. Manage project timelines, budgets, and expectations. Coordinate with internal departments to ensure successful project execution. Identify opportunities for account growth and upselling services. Prepare and present reports, proposals, and updates to clients. Resolve client issues promptly and effectively. Qualifications Qualifications Bachelor's degree in Business, Marketing, Communications, or a related field (preferred). 3+ years of experience in client relationship management, account management, or a similar role. Strong organizational and time management skills. Excellent verbal and written communication abilities. Ability to manage multiple projects simultaneously. Proficiency in MS Office Suite; CRM software experience is a plus. Problem-solving mindset and a customer-first approach. Additional Information Benefits Competitive salary: $59,000 - $67,000 per year. Opportunities for professional growth and career advancement. Supportive and collaborative work environment. Health, dental, and vision insurance. Paid time off and company holidays. Ongoing training and development programs.

Job Description Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. 2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. 3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. 4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. Position Summary Department Business Banking The Treasury Management Relationship Manager is responsible for developing and maintaining strong relationships with commercial treasury and cash management banking members. This role centers on all aspects of business development related to Treasury Management products, including engaging with existing, new, and prospective clients to drive product sales. Key responsibilities include consistently achieving annual sales goals and activity targets by crafting and executing a business plan aligned with credit union objectives. The Relationship Manager is expected to proactively identify and analyze member needs, offer consultative solutions, and maintain regular contact with members and prospective members through structured calling programs. Success in this position requires collaboration and positive working relationships with internal teams such as Business Banking Officers, Business Lending, Branch teams, as well as external members and prospects. The Relationship Manager should demonstrate strong interpersonal skills, a consultative approach, and a commitment to delivering high-quality service to ensure member satisfaction and business growth. Essential Duties Manage a portfolio of assigned members by meeting regularly, assessing their financial needs and goals, recommending deposit or treasury/cash management strategies and products, and making referrals to other business lines as needed. Respond to and resolve inquiries related to member accounts, executing and verifying transactions upon request. Seek to expand the business membership base through referrals and growth of assigned accounts. Manage and coordinate the treasury management service process from application through implementation and member training for the Member Business Services department. Collaborate with Business Members, Business Bankers, eSolutions, Central Operations, and IT Core team members to facilitate successful onboarding of Treasury Management services through the business online banking software and other third party vendor services. Grow Treasury Management product revenue through direct contact with Business Members. Utilize networking, community, and public relations activities to identify prospective Treasury Management Member opportunities. Perform product research and identify appropriate solutions for Member requirements and satisfaction. Coordinate with assigned Business Banking Officers to support and develop relationships with business Members and partners. Manage member calls and contacts, meeting all assigned goals and activity targets. Understand Business Members' business goals, environments, strategies, and industry trends to become a trusted advisor and identify solutions for client pain points. Monitor competitor environment, capabilities, and gaps to effectively position Valley Strong Treasury Management services for success. Prepare analysis proforma and business proposals for Member presentations. Participate in calls with prospective and existing Members and analyze client Treasury Management service requirements. Perform risk monitoring for Treasury Management products and services; initiate credit and risk approvals as needed. Assist Members with product application intake, set-up, product training, and product demonstrations. Ensure efficient onboarding and deliver an exceptional Member experience. Gather data and prepare reports for Senior Management, audit, and other department personnel. Support Central Operations for Business Member servicing as needed. Track sales activities and timelines within the VSCU software platform to ensure deliverables within onboarding, and project plans are met and on time. Administer work according to internal and external policies and procedures of the credit union. Support organizational growth through proactive business development activities. Performs other duties as assigned. Supervisory Responsibilities Supervisory Responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education Min/Preferred Education Level Description Preferred 4 Year / Bachelor's Degree In computer science, communications, economics, accounting or finance. Minimum High School or GED Or 5 years of Retail banking experience in sales and service. Experience Minimum Years of Experience Comments 5 Prior Treasury Management or Banking Sales experience required. Two to four years' experience in Treasury Management Sales, Banking Sales and/or Service environment. Knowledge of account analysis and Treasury Management pricing required. Understanding of payment and receivable processes. Minimum two to four years' experience with financial software systems required. Must have extensive knowledge of the job and the practical application to problems and situations ordinarily encountered. Knowledge of general credit union or bank operations sufficient to understand the treasury management function and knowledge of Federal and State banking compliance requirements. Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client Relationship Manager Job Description ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices. The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region. The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include: Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Innovation of the client deliverable and industry presence, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry, Applying an understanding of complex actuarial concepts, methods and applications, Collaborating with others at Segal to build and maintain effective and influential client relationships, and Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market. The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. Qualifications Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment, Minimum of an undergraduate degree, Minimum ASA accreditation (FSA preferred), Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Demonstrated success as a relationship builder/collaborator, Demonstrated experience and success in managing client relationships, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and Ability and interest to travel as needed to meet with clients and prospects. Additional Information Base Salary - USD $121,000-$180,000 Plus opportunity for a discretionary performance bonus based on company profitability and employee performance Our highly competitive compensation package and outstanding benefits All your information will be kept confidential according to EEO guidelines.

Job Description The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. 2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue. 3. Identifies and sells appropriate bank products and services to those prospects and clients. 4. Builds strong relationships with referral sources, centers of influence, etc. 5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. 6. Gathers financial information and analyzes potential customers' and customers' creditworthiness and financing requirements. 7. Structures credits jointly with Credit Officers and Department Managers. 8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. 9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise. 10. Responds to and anticipates clients' financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition. 11. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities. 12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. 13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met. 14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion. 15. Prepares and coordinates documents for client meetings and presentations. 16. Refers opportunities to segment partners where appropriate. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree in Business, Finance, and Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience. • Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques. • Excellent business development and client relationship skills. • Detail orientated with exceptional sales and analytical skills. • Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships. • Excellent interpersonal, verbal and written communication skills. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. • Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 27, 2026.

Application Deadline: 01/30/2026 Address: 1401 Oakdale Rd. Job Family Group: Retail Banking Sales & Service requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $63,300.00 - $117,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Seeking a dynamic Client Partner to nurture existing large, strategic retail customer relationship. This leadership role will be responsible for managing existing customer relationships and P&L. This role will be responsible for building strong client relationships and engaging in solution-oriented consultative selling: * Nurture existing relationships and develop new stakeholder relationships at CxO level. * Drive customer success and elevate TCS' positioning as a partner. * Define business plans and manage the P&L by expanding existing account portfolio through effective client engagement and consultative selling. * Leverage industry knowledge and awareness of technology trends to maximize business results. Qualifications: (Please list all required qualifications) Click here to enter text. * Minimum of 13 years total professional work experience * 10 years+ of proven success in Retail IT services delivery or consulting, including a minimum of 2 years P&L management experience * Experience in engagement with C-suite level executive stakeholders * Strong communication, executive presentation skills to articulate compelling solution narratives and differentiated value propositions tailored to client business objectives. * Experience in consultative selling, business case development (ROI, TCO, payback analysis), and value-based pricing and contract strategies. * Understanding of retail domain, including merchandising, pricing, inventory, e-commerce, loyalty, personalization, and supply chain. * Bachelors / Masters or an advanced degree in tech or a related field is a plus. Salary Range: $130,200 - $203,000 a year #LI-AD1

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Description: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 79 branches throughout Northern and Central California. We have been profitable quarter in and quarter out for 23 years. Industry associations and rating agencies routinely rank Westamerica Bank among the top community banks for asset quality, capital ratios, safety and soundness and overall financial performance. Job Description: Actively deepens existing customer relationships through a structured calling routine and develop new relationships with prospects according to the Sales Culture. Actively originate business loan requests by gathering loan packages for clients. Further responsibilities include selling bank products and services such as business depository products, treasury management products, business credit cards, as well as other products. This position requires outside calling skills including prospecting, canvassing and box time calling. Appropriately handles business customer inquiries and service issues in assigned portfolio or branch. Requirements: Basic Qualifications: Bachelor's degree in business, accounting or finance, or equivalent work experience. One plus years of outside sales and customer service experience in the financial services industry. Adherence to policies, procedures and regulatory banking requirements. Preferred Experience and Skills: Strong product knowledge within the banking/financial services industry. Excellent business development and b2b sales/service skills. Demonstrate the ability to make both one on one and group presentations. Strong interpersonal, verbal and written communication skills. Strong outbound telephone sales skills. EOE Westamerica Bank's Privacy Policy may be found at: *********************************

Our client is a large, thriving manufacturing company with strong long-term customer relationships and great market positioning. They are looking for a regional Account Manager for the Western U.S. to maintain and nurture existing relationships with their existing customers and grow sales for the company. The ideal candidate will be looking for a company to call home - the average employee stays with the company for 12-15 years. Job Description • Visit accounts and maintain relationships with existing customers • Call on appropriate call points to manage entire sales process • Consult with customers on the technical aspects of the company's products • Determine customers' new needs and offer solutions the company provides Travel: Approximately 50 nights of overnight travel per year (20%) When not traveling, this role will be based in a team office in the greater Modesto area. Qualifications • Bachelor's Degree • 7+ years of experience in sales and account management • Current high-performing account manager in a similar industry, with a highly technical product • Exposure to small and large national accounts (with numerous touch points) • Professional, analytical, self-starting, organized, and patient • Excellent Communication • Good stability • Familiarity and strength in the Microsoft Office Products Additional Information Interviewing immediately. Salary is commensurate with experience.

**Territory:** **Stockton, CA** **- Psychiatry** Target city for territory is Stockton - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fremont, Stockton, Elkgrove, San Ramon, Pleasonton and Hayward. **SUMMARY:** Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: **ESSENTIAL FUNCTIONS:** **Business Planning & Account Leadership** - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. **Selling** - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. **Customer Development** - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating "total office" account management. **Local Market & Therapeutic Area Expertise** - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. **Reimbursement** - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. **Pharmaceutical Environment/Compliance** - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. **REQUIRED EDUCATION, EXPERIENCE and SKILLS:** + Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university + 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience + Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually + Self-starter, with a strong work ethic and outstanding communication skills + Must be computer literate with proficiency in Microsoft Office software + Must live within 40 miles of territory boundaries + Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements + Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck **PREFERRED EDUCATION, EXPERIENCE AND SKILLS:** + Previous experience within a specialty product sales force + Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder + Documented successful sales performance + Ownership and accountability for the development and execution of fully integrated account plans + Strong analytical background, and experience using sales data reporting tools to identify trends + Experience in product launches + Previous experience working with alliance partners (i.e., co-promotions) + Strong leadership through participation in committees, job rotations, panels and related activities **TRAVEL:** + Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in the state of California, if selected for this role, and may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $155,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on ourcareer site (***************************************************************************************************************** . Applications accepted on an ongoing basis. **Why Lundbeck** Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on theU.S. career site (***************************************************************************************************************** . _Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit theU.S. career site (*********************************************************************** ._ _Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates inE-Verify (****************************************************************************************************************************** ._ **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real. **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real.

We're not your average direct sales and marketing firm. We're a dynamic team representing AT&T, a globally recognized telecommunications leader. We specialize in direct sales and marketing strategies to help drive customer acquisition and provide innovative solutions straight to customers while building lasting relationships. We are looking to expand our team by adding an Entry Level Account Manager to help expand our clients' horizons. As an Entry Level Account Manager, you'll represent AT&T as a trusted brand ambassador, delivering tailored solutions and top-tier customer service in a fast-moving, results-focused setting. From day one, you'll benefit from comprehensive training and continuous mentorship designed to support your professional growth and set you on the path to leadership in a Senior Account Management position. Entry Level Account Manager Responsibilities: Foster strong and lasting relationships with residential customers to understand their needs and recommend proper AT&T products and services during the sales consultation Oversee customer accounts by ensuring all information is accurate and services are activated smoothly and efficiently through continued follow-ups Learn and apply proven sales strategies to manage accounts, generate leads, and contribute directly to team sales goals Actively engage with potential customers through in-person outreach to increase account acquisition and expand the customer base Monitor and manage leads through each stage of the sales cycle, proactively scheduling follow-ups and responding to customer inquiries in a timely and professional manner Entry Level Account Manager Qualifications: Exceptional interpersonal and communication abilities, adept at quickly establishing rapport between fellow Entry Level Account Managers and AT&T customers Time management skills Detail-oriented with outstanding organizational skills Prior experience in sales, retail, hospitality, or customer service is beneficial but not mandatory Eagerness to learn, grow, and take on new challenges in a sales-driven environment Ability to excel both independently and in collaborative team settings If you're a motivated self-starter with strong people skills and a passion for growth, we want to hear from you! This is a performance-based position with unlimited commission potential-your earnings reflect your drive, not a salary cap. Annual compensation figures are based on average earnings in the role.

Objective: The AR will provide ongoing client services as noted below in their defined market (80%) and directly solicit new janitorial accounts (20%) Key Duties and Responsibilities: Professionalism Build a positive relationship with the potential and existing clients projecting JaniTek as a professional, competent, caring company. Maintain a well-groomed professional appearance and adhere to the “Do the Right Thing” standards and codes. Service Know all service aspects of each client's account. Respond to all clients requests and complaints immediately. During start-ups, follow up with each client after first service day, daily as needed, the following week, then bi-weekly, then once monthly or until confidence in level of cleaning is established. After start up, inspect each account on a consistent basis and assess our cleaning performance. Provide all feedback to the Operations Manager using proper protocol and procedures. For all pre-sold floor / window / other add-on work, schedule with client and make certain client is contacted one day prior to service as a reminder and one day after service to assess satisfaction. Provide Project Work recommendations and then sale to customer, carpet cleaning, hard floor services, windows, upholstery, pressure washing. Provide “Above and Beyond” experiences whenever possible, i.e. touch up cleans during inspections, remembering birthdays, celebrating the customer's successes when known, etc. Sales Enter and track potential clients in the Client Relationship Management software each day. Develop an annual sales plan with weekly targets for all sales cycle activities, including cold calls, phone calls, letters, sales, and close ratio's. When requested sell and schedule add-on work to existing clients. Each week canvass assigned territory and schedule time for cold call visits. Represent JaniTek at any Tradeshows, BOMA meetings, or Chamber of Commerce events. Other Attend production meetings to learn operational issues. Develop positive rapport with all staff treating all with dignity and respect. Work with production crews when required/asked. Other (Continued) Keep desk area, files, and binders organized Keep vehicle washed and clean inside and out. Handle spot removal requests within agreed upon time frame with customer. Assist CEO and Management with various administrative and operational duties as directed. Standards of Performance: The Account Manager will have satisfactorily completed the above responsibilities when: Service Sets inspection schedule prior to the start of each month and updates weekly due to unforeseen events. The individual meets the established monthly targets for visits & inspections and add-on project sales. Completes all inspections reports and emails results to operations by 10:00am of the following morning. Helps to complete all start-ups without incident. Completes at least 4 “Above and Beyond” services each week. Follows up on all customer requests within ½ hour or mutually agreed upon time frame. Meet formerly with Operations Manager at least once weekly to review inspection schedule, completed inspections, pre-sold and add-on project work schedule. Sales Cold Calls - no less than 5 each week Sales Phone Calls - no less 5 each week Janitorial Proposals/Estimates - no less than 4 each month Add on sales (project work) no less than 5 estimates per week. Meet Dollar Volume Sales budget for new accounts and add-ons each month. Tracks all cold calls, phone calls, and sales and reports each week to Owner. Keep CRM system updated All expenses are reported each week and are within guidelines. Follow up on all leads within 24 hours. Maintain and review each week prospective files with all information for ongoing marketing program. General Role Overview: The below is a general summary of the varying responsibilities of the role and the required skillsets. As an Account Manager you are the main contact between our clients and JaniTek. You may get these clients through assignment, referrals, in-house leads or cold calling. You will propose our services following the JaniTek sales system, close the initial sale, and then service the account. Prospecting: The Account Manager role has a commission structure to encourage you to develop your base of clients. You will prospect by networking at various business functions, leads groups, or service clubs. Sales: Once the initial sale has occurred, you will continue to service the account by responding to customer requests/complaints. The ongoing sales opportunities are with the project work that is typically not included in the initial janitorial service sale. Carpet Cleaning, VCT Maintenance, Tile Cleaning, Windows, Upholstery, Pressure Washing, and Consumables are all add-on sale opportunities with your client. This should be tracked and goals set for each category and client. Profitability must also be a factor when selling. Contracts and Paperwork: Now that the sale has occurred, the paperwork begins. Contracts should be signed by all, checking for accuracy. All pertinent client information must be documented in our CRM, Express Time, and Client file. Our Administrative Team will assist with this process, however you are fully responsible for the accuracy and execution of this process. Build Relationships: Building a solid relationship with a client is imperative. It can save an account when the client goes out to bid or when we make a production mistake. Trust is paramount. Do what you say and follow up! We present ourselves as an extension of their staff representing them to JaniTek. We become their advocate with our production team. Immediate response to concerns, correction of problems, and good follow up are a must! To solidify your relationships you may want to send thank you notes, birthday cards, holiday greetings, and even take them to coffee or lunch. Even though we treat every client as if they are our only client, typically the bigger the client, the more time an effort will go into building the relationship. Key Skill Sets Communication: Good verbal and written communication skills, are critical to develop good relationships. Presentation: Competence, confidence, communication, professionally dressed, persuasive, and reliable will help you build a quick rapport with existing and prospective clients. Problem Solving: Calm, rational, empathy, responsiveness, and logic will help you solve problems quickly. Time Manager: To do lists, calendaring, CRM development are critical to manage your time. Balls dropped mean sales and clients lost! Pay Rate: 61-65k yearly, plus commissions.

Medallion Landscape provides a turnkey solution to your landscaping needs with a team of seasoned professionals that enhance your property by providing above-par services. Medallion Landscape specializes in Landscape Management, Maintenance, Water Management, Arbor Care, Colorscape, Sustainable Plantings, Landscape Installation & Design and Pest & Disease Control. Medallion Landscape does it all! Medallion Landscape offers all of these solutions while working within the parameters of your landscape budget, maximizing your landscape dollar, and providing excellent customer service. When you choose Medallion Landscape you can be assured you have chosen a company that will enhance and beautify your property. This will further your properties' marketability and appeal while reducing costs and environmental impact. Job Description Account Manager - Landscape Management Medallion Landscape Management - Morgan Hill, CA We currently have a full time position available for an Account Manager who will be responsible for managing a portfolio of commercial landscape maintenance accounts. Account Managers have a strong work ethic, enjoy interacting with the our clients and oversee multiple large commercial clients.The Account Manager is responsible for meeting and surpassing our client expectations without compromise and with full satisfaction. By utilizing effective management of the financial and human resources appropriated to them. The position ensures the performance of Medallion Landscape Management, Inc. standards and ethics to achieve confidence and exceptional service for our clients without compromise and with full satisfaction. Qualifications for success include the following: Energy: A positive enthusiastic approach to challenges that motivate team members and projects confidence Intelligence: The ability to think and react Communication skills: The ability to represent yourself and Medallion Landscape Management, Inc. as professionals along with the willingness to state your opinion. Attitude: The desire to be a Winner! Achieving success through teamwork and individual strength with the willingness to learn. Priorities: 1. Develop and maintain a strong team of field workers Evaluate team strengths and ensure proper development of Crew Leaders. Mentor Crew Leaders and team members to provide effective implementation of MLMI quality standards of landscape maintenance. Identify team members with potential for growth and guide career path. Cultivate a cohesive team to ensure quick response for client expectations and quality production. 2. Medallion Landscape Management, Inc. Customer Service Standards The key principles for exceptional quality and customer satisfaction Define and conform to processes Define clear, concise and complete requirements Create and maintain empowered involvement Do it right the first time Practice prevention: solve systems not just problems Commit to measurement Nurture and sustain continual improvement Instill customer confidence Manage with real expectations 3. Medallion Landscape Management, Inc. Quality Standards Ensure that quality standards are met by all team members for all clients. Manage crews to satisfy contract obligations and ensure responsive concern for client expectations. Accountable for profitability by diligently monitoring the productivity of crews Provide support to team members in performing and completing client projects Ensure extra billable work is performed and processed in a timely manner. Qualifications & Experience Basic qualifications: Proficient with computer software programs including Word, Excel and Outlook Customer service experience - able to identify and resolve customer concerns Ability to prioritize job duties and multi-task in a fast paced environment Effective oral and written communication skills Strong work ethic Preferred BS Degree (or equivalent) or 4 years' experience in landscape maintenance preferred Certifications in Landscape Maintenance and Irrigation Qualified Applicator License Bi-lingual Spanish About Us: Since 1995 Medallion Landscape has been providing a turnkey landscape management solution to clients with a team of seasoned professionals. We have multiple offices to serve the greater Bay Area. Job Type: Full-time Required education: High school or equivalent Required experience: Landscaping: 1 year Account Management: 3 years Required language: Spanish Required license or certification: Driver's License Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionBenefits: License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been proudly serving the community since 2015, and today our team consists of four dedicated members who bring energy, care, and commitment to everything we do. We offer PTO, commissions, bonuses, and a 401k, creating a workplace that rewards both hard work and shared success. What makes our agency truly special is the sense of family weve built. We celebrate every holiday and birthday together, and we take pride in creating a warm, supportive environment where everyone feels valued. Our community involvement runs deep I currently serve as President of the Vineyard Christian Middle School Board and the YMO (Your Kidney, My Kidney, Our Kidney) Board, and Im also a Board Member for the Lodi Chamber of Commerce and the Northern CA Team Member Hall of Fame. Were looking for eager, outgoing, and motivated individuals who want to grow in a place where teamwork and community truly matter. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Jon Rader - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations. Bilingual Spanish preferred.

**The Best Teams are Created and Maintained Here.** At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. We're looking for an Account Manager. Can you picture yourself here? **Here's what you'd do:** The Account Manager is the primary contact for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price increases, and ensures quality service. **You'd be responsible for:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio; look for ancillary opportunities outside the portfolio to grow the book of business and overall growth for the branch. + Develop accurate estimates and takeoffs for both new and existing clients as needed + Ensure design and bid for proposed enhancement projects are delivered to clients in a timely manner + Generate referrals from existing client base and communicate to the Business Developer + Develop and maintain long-term relationships with clients focusing on all pertinent points of contact + Develop and maintain a schedule to perform "site walkthroughs" during formal meetings with customers to ensure quality and service expectations are met + Lead and facilitate the resolution of client issues or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing clients + Communicate regularly with the Operations Manager to ensure client needs and expectations are consistently met or exceeded + Coordinate consistent and timely site visits with Operations Manager to review site quality and to ensure that client expectations are met + Support the efforts for hiring, training and coaching the field crews that support the assigned portfolio + Promote compliance of all safety regulations and policies + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain satisfactory accounts receivable levels and CRM account notes as appropriate + Coordinate with the Branch Administrator to ensure databases are consistently updated with current client information + Other tasks and duties as assigned by Branch Manager **You might be a good fit if you have:** + Associate degree in a business-related field or equivalent experience. + Minimum of 3 years of prior customer service, management, and leadership experience with an organization in the landscaping industry or local marketplace. + Effective written and verbal communication skills. + Ability to coach, develop and foster a teamwork environment. **Work Environment:** + This role will either be remote or be based in an office environment. + This role includes routinely traveling in a car. **Here's what to know about working here:** Here at BrightView, we're as passionate about caring for our clients as we are about caring for each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home. If you're looking to join a team of talented go-getters who tackle big vision projects other companies could only dream of, you just might have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve. **Growing Everyday** Like the communities we serve, you are on a constant path of discovery to shape your career and personal development. In addition to best-in-class opportunities and competitive salary, you may be eligible for benefits and perks like: + Paid time off + Health and wellness coverage + 401k savings plan **Salary Range: $68,640- 80,000 + Commission** **Start Your Bright New Career Journey** _BrightView is an Equal Employment Opportunity and E-Verify Employer._ **Compensation Pay Range:** $68,640- 80,000 + Commission **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

The Account Manager is responsible for managing and expanding service and maintenance contract accounts within an assigned territory or customer segment. This role focuses on maintaining strong client relationships, driving renewal and growth opportunities, ensuring exceptional service delivery, and collaborating with operations teams to support customer satisfaction, retention, and profitability. The Account Manager (AM) is responsible for retaining and growing our existing customer base by ensuring outstanding service delivery to our customers and selling repairs and deficiencies, new service lines, and products. ESSENTIAL JOB DUTIES: * Identify and pursue new business opportunities within the assigned territory or customer base. * Prepare and present tailored proposals for fire protection services and products. * Be a primary contact and advocate for an assigned group of customers. * Prioritize and perform periodic customer business reviews in conjunction with customer, Sales and Operations to ensure satisfactory service levels, customer satisfaction, compliance with service contracts and applicable regulations, as well as internal standards of quality and safety. * Initiate contact with customers to gauge satisfaction and address customer feedback to improve services and relationships. * Implement strategies to retain clients and enhance satisfaction through excellent service and communication. * Conduct regular site visits and inspections of client facilities to ensure quality of service, compliance with service agreements, and identify enhancement opportunities. * Track account health and profitability, service metrics, renewal dates, upsell pipeline, and customer communication to manage account retention and renewal. * Drive upgrade revenue from new product feature adoption and expanded services. * Generate new clients through research, cold calling, and networking within a defined market (as needed). * Develop proposals and negotiate service agreements and maintenance contracts. Manage sales opportunity pipeline using Salesforce. * Work as part of the team to develop strategies for scale and growth and leverage contacts to stay informed of new company developments. * Maintain a good positive relationship with the customer and pass on information to the appropriate personnel for follow up, quotes, questions, or concerns. * Ensure compliance with service contracts, applicable regulations, and internal standards of quality and safety. * Maintain a safe and secure work environment by following OSHA and company safety programs. * Stay informed about fire protection codes, regulations, and industry trends to provide accurate guidance. * Assist clients in understanding and meeting compliance requirements. * Other duties may be assigned. QUALIFICATIONS The qualifications listed below are representative of the elements required to perform the job successfully, however in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications. Education, Training, Certifications: * High School Diploma or GED, required. * Associate Degree in Business Management or related field, preferred. * NICET Certifications, preferred. Experience, Knowledge, Skill Requirements: * 4+ years' customer service and account management experience, highly preferred. * Sales experience in Fire and Life Safety industry is highly preferred. * Other related experience may include sales in HVAC, commercial property and office equipment. * Proven sales success including consistent upselling/cross-selling and established track record of success developing strong customer relationships. Systems and Software Skills: * 2 years operating a computer, Microsoft Office, required. Communication Skills: * Must have the ability to effectively read, write and communicate in English with employees, customers and board or directors. Other Qualifications: * Frequent travel to sites. * Valid driver's license with acceptable driving record required. Reliable transportation, required. * Must be able to comply with SFS's Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement. PHYSICAL & WORK ENVIRONMENT REQUIREMENTS Reasonable accommodations may be made to enable individuals with disabilities to perform Essential Job Duties. Physical Requirements: While performing the duties of this job, the employee is required to sit and stand for long periods. Employee will occasionally be required to drive, bend, kneel, balance, lift Work Environment: Employee will consistently be required to work indoors in an office or remote setting, work alone and with others. Employees will frequently be required to travel. Employee will occasionally be required to wear appropriate personal protective equipment, as required by company safety policies. We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Affirmative Action employer. While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary. Are you interested in working for the nation's leading fire protection company and beginning a rewarding and satisfying career that helps save the lives of thousands each year? Do you want to be a part of a growing and expanding team of industry experts? If so, exploring career opportunities with Summit Fire & Security may be right for you! Summit Fire & Security, a subsidiary of SFP Holding, Inc. (Summit Companies), is a full-service provider for fire detection, suppression, and security with a full suite of capabilities that includes design, installation, testing, inspections, and maintenance. We serve customers across many verticals on a local, regional, and national scale. We're proud of our well-deserved reputation for quality work that's completed by our talented and experienced installation workforce. Summit Fire & Security is a dynamic organization with endless growth opportunities spanning over 70 locations in more than 20 states. Our company is consistently recognized for service excellence in the fire protection industry. Summit Fire & Security supports trade skills and workforce development by hosting Recognized Apprenticeships and on-the-job training (OJT) programs for new career-seekers. Many members of our leadership chair NFPA code compliance committees, serve on regional safety boards, and support technical education in local schools. Summit Fire & Security supports employees in their professional development by offering continued development, training, and education by encouraging NICET and other career-advancing certifications. We offer reimbursement for certain career development programs in addition to potential bonuses for specific certifications. We continually strive to be the Employer of Choice for highly motivated team members who want to succeed in a high-growth environment. We encourage initiative, independence, diversity, and personal career growth. Demonstrating the combination of experience, knowledge, and customer service is the key to our performance and helps us achieve our goal of providing the highest quality fire protection services possible to protect lives and property. Benefits Summit Fire & Security offers extensive training opportunities, career advancement, competitive pay, bonus opportunities, along with an industry leading and affordable benefits package for eligible employees. Our benefits package includes: * Paid Vacation and Holidays * Medical Insurance * Dental Insurance * Vision Insurance * 401(k) Plan with Company Match * Flexible Spending Accounts * Long-Term Disability - Employer Paid * Short-Term Disability - Employer Paid * Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity * Life Insurance for Team Members and Dependents * Employee Assistance Program * Employee Referral Program Our Core Values PIPE * We are PASSIONATE about life safety * We have INTEGRITY (Do the right thing) * We work in PARTNERSHIP with our customers and community * We constantly strive for OPERATIONAL EXCELLENCE (Do things right) Summit Fire & Security participates in E-Verify & in alignment with our commitment to safety, we promote a drug-free workplace. Summit Fire & Security is an equal-opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

The Relationship Manager ("RM") is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. 2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue. 3. Identifies and sells appropriate bank products and services to those prospects and clients. 4. Builds strong relationships with referral sources, centers of influence, etc. 5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. 6. Gathers financial information and analyzes potential customers' and customers' creditworthiness and financing requirements. 7. Structures credits jointly with Credit Officers and Department Managers. 8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. 9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise. 10. Responds to and anticipates clients' financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition. 11. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities. 12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. 13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met. 14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion. 15. Prepares and coordinates documents for client meetings and presentations. 16. Refers opportunities to segment partners where appropriate. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * Bachelor's degree in Business, Finance, and Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience. * Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques. * Excellent business development and client relationship skills. * Detail orientated with exceptional sales and analytical skills. * Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships. * Excellent interpersonal, verbal and written communication skills. * Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. * Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. * Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work with no supervision while performing duties. * Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 27, 2026.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 79 branches throughout Northern and Central California. We have been profitable quarter in and quarter out for 23 years. Industry associations and rating agencies routinely rank Westamerica Bank among the top community banks for asset quality, capital ratios, safety and soundness and overall financial performance. Job Description: Actively deepens existing customer relationships through a structured calling routine and develop new relationships with prospects according to the Sales Culture. Actively originate business loan requests by gathering loan packages for clients. Further responsibilities include selling bank products and services such as business depository products, treasury management products, business credit cards, as well as other products. This position requires outside calling skills including prospecting, canvassing and box time calling. Appropriately handles business customer inquiries and service issues in assigned portfolio or branch. Requirements Basic Qualifications: Bachelor's degree in business, accounting or finance, or equivalent work experience. One plus years of outside sales and customer service experience in the financial services industry. Adherence to policies, procedures and regulatory banking requirements. Preferred Experience and Skills: Strong product knowledge within the banking/financial services industry. Excellent business development and b2b sales/service skills. Demonstrate the ability to make both one on one and group presentations. Strong interpersonal, verbal and written communication skills. Strong outbound telephone sales skills. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $71,694.59