Relationship manager jobs in New Hampshire

BankProv: BankProv is the nation's 10th oldest bank, proudly rooted in a legacy of trust and reliability. As a full-service commercial bank, we offer a unique blend of traditional banking services and innovative financial solutions tailored to meet the evolving needs of our diverse clientele. We provide fully insured business accounts, advanced cash management tools, and a variety of lending options, including small business, commercial real estate, business acquisition finance, and mortgage warehouse facilities. Our commitment to our community goes beyond banking. We are dedicated to fostering financially strong and thriving communities, investing in our clients' success, and supporting the growth of local businesses. As a subsidiary of Provident Bancorp, Inc. (NASDAQ: PVBC), we leverage our heritage and forward-thinking approach to make a positive impact. Our culture at BankProv is built on a foundation of core values: collaboration, empathy, courage, and innovation. We believe in working together to achieve common goals, understanding and addressing the needs of our clients and colleagues, taking bold steps to overcome challenges, and constantly seeking new ways to improve and evolve. We are looking for tech-savvy individuals who share our values and are eager to help us drive the future of banking. BankProv operates within the Entrepreneurial Operating System (EOS) model, embodying an entrepreneurial spirit that drives us to be curious, embrace change, and push beyond our comfort zones. Join us as we shape the future of banking. Position Summary: The Relationship Manager plays a key role in supporting the Relationship Officer with the day-to-day operations and sales initiatives of the branch. As a relationship manager you will supervise a team to ensure an enhanced client experience, provide leadership and coaching to branch staff, ensure operational efficiency, and contribute to the achievement of deposit growth and sales success of the branch. This role is ideal for someone with a team first mentality, strong leadership, problem-solving, and customer service skills, who is ready to assist in driving the success of the branch while maintaining regulatory compliance and operational efficiency. Essential Job Functions: Team Leadership: Oversee the day-to-day activities of your team providing support and motivating all branch staff. Lead the growth and development of your team the coaching, one-on-ones and performance reviews. Assist in staff scheduling, daily assignments, and monitoring employee performance. Lead by example to foster a positive, team-oriented working environment, and act as the Relationship Officer in their absence. Sales Support and Business Development: Support the Relationship Officer in branch deposit growth and sales initiatives. Assist in the development and implementation of strategies to attract new business. Coach and develop branch staff to identify opportunities to generate new leads and expand client base. Client Experience and Relationship Management: Address and resolve complex client requests and complaints promptly and professionally. Build and maintain strong relationships with clients, ensuring exceptional client experience standards are met. Conduct scheduled relationship reviews with clients to gather valuable feedback, uncover additional sales opportunities, and ask for referrals to drive new business to the bank. Operational Compliance: Oversee daily branch operations, monitor cash flow, and security procedures to mitigate risk. Ensure compliance with all bank policies, procedures, and regulatory requirements. Conduct audits and reviews to ensure operational efficiency and compliance. Preferred Knowledge, Skills, and Abilities: • Comprehensive understanding of compliance and branch operations. • Confidence with branch opening and closing procedures. • Ability to motivate and coach a team to meet performance goals and operational efficiency. • In-depth knowledge of all deposit and cash management products. • Understands sales principles, and cross-selling techniques. • Strong understanding of all transactional and account opening requirements and procedures. • Ability to educate clients and coach team on the features and benefits of BankProv.'s products. • Advanced ability to handle cash and process financial transactions with a strong attention to detail. • Thorough knowledge of banking concepts with the ability to solve complex client requests. • Understanding of opportunities to refer business to internal partners. • Must possess sound judgement with the ability to make decisions and accept responsibility • Effective problem solving and conflict resolution skills. • Strong written and verbal communication skills. • Embraces BankProv.'s core values of Empathy, Courage, Collaboration, and Innovation. Preferred Education and Experience: • High school diploma or GED required. • Minimum of three years of banking experience. • Prior supervisory experience preferred. • Must have a demonstrated ability to lead and develop a team. Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing duties of this job, employees may occasionally be required to stand; walk; sit; use hands, or feel objects, tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees may occasionally lift and/or move up to, or in excess of 10 pounds. Specific vision abilities may be required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Prolonged periods of sitting at a desk and working on a computer. Travel: Availability to travel on short notice to meet immediate business needs may be required. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. BankProv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. If you need assistance or accommodation completing the employment application, please contact us at our HR Email and we will gladly assist you.

Manchester, New Hampshire, United States of America **Hours:** 40 **Pay Details:** $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses. **Depth & Scope:** + Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market + Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions + Goals based sales position + Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM + Meets quarterly and annual goals for investments, Brokerage and Trust business + Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth + Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience + Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts + Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank + Implements and executes a differentiated service model/experience for Institutional clients + Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients + Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners + Executes in a manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained + Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures + Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships + Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + 4-year degree or related work experience required, MBA or advanced degree preferred + 10+ Years of related experience + Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline + Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred + Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc. + Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients + Consultative sales experience recommended + Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base + Proven business development track record + Strong market presence with wide network of outside referral sources for new business + High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service + Strong credit and financial analysis skills + Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner + Ability to work within an organization to influence and get things done without direct authority + Organized self-starter with ability to work independently with little direct guidance + Refined negotiation skills + Excellent communication skills, both verbal and written + Proficiency in Microsoft Applications (PowerPoint, Excel, Word) + Membership in civic and professional organizations and/or board membership encouraged + Must have experience working within a highly collaborative team environment + Subject to qualifying certification process at TD Private Client Wealth **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job Description Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893. We are now proud to now be a part of the World Insurance Associates family which provides unparalleled access to even more products and services to assist our customers' insurance needs. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 215 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-KS1 Powered by JazzHR fNhCrqzc9C

Client Relationship Manager- Insurance Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. In this Role, you will: * Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Insurance sector * Develop client engagement strategies and quantify costs of pursuit * Lead accountability against Measurable Revenue/Profit Growth within set timelines * Review the account metrics with the delivery, operations, and finance teams on regular basis * Be part of senior management reviews for the performance metrics of the account * Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level * Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Insurance industry Work Model: We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Portsmouth, NH. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. What you need to have to be considered: * Minimum 15+ years in the Insurance domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm * Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment * Strong experience with the global service delivery model * In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical * A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business * Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence * Ability to lead a client P&L of at least 30 million dollars, including reporting and metric assessment for the account * The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Insurance domain * Bachelor's Degree This will help you stand out: * MS or MBA degree * Strong background in a project environment and application development * Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment * Must be detail oriented and able to manage and maintain all facets of complex assignments * Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications * Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. The annual salary for this position is between $170,000-$200,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. Benefits This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to apply Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: * Medical/Dental/Vision/Life Insurance * Paid holidays plus Paid Time Off * 401(k) plan and contributions * Long-term/Short-term Disability * Paid Parental Leave * Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. * #LI-MB1 The Cognizant community: We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. * Cognizant is a global community with more than 300,000 associates around the world. * We don't just dream of a better way - we make it happen. * We take care of our people, clients, company, communities and climate by doing what's right. * We foster an innovative environment where you can build the career path that's right for you. About us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at ***************** Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws. Disclaimer: Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Appcast is the global leader in programmatic recruitment advertising technology and services. With advanced technology, unmatched market data and a team of the industry's best recruitment marketers, Appcast's technology and services manage job advertising annually for enterprise clients across industries. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe. Appcast is part of the Stepstone group, a leading digital recruitment platform that connects companies with the right talent and helps people find the right job. Job Description The Account Manager is responsible for maintaining relationships with Appcast clients, managing their advertising spend, and helping them maneuver and operate through Appcast's software solutions and managed service offerings. This position will manage a portfolio of client accounts, building their expertise in client needs, and becoming an extension of their team. The Account Manager will work with clients to leverage Appcast's data and strategic capabilities to deliver the results, serving internally as the client's advocate and externally as the client's true partner. Job Responsibilities Build and maintain strong, meaningful relationships with clients as their main point of contact, advocate, and partner. Own a portfolio of client accounts, gain a deep understanding of each client's desired outcomes, and work with internal partners to drive the client's desired KPI's and outcomes. Track and manage client advertising spend on a daily, weekly, and monthly basis, proactively identifying budget issues and proposing solutions to clients. Provide media and marketing research that addresses client needs and leverage those insights to build multi-channel advertising campaigns and make strategic recommendations that will lead to outcomes exceeding client goals. Perform complex data analysis, derive insights, and present reports to clients in a way that builds partnership and an understanding of the value Appcast delivers their organization on a regular cadence which may include but is not limited to weekly status update meetings and quarterly business reviews. Partner cross-functionally with the product, and development teams to investigate bugs and technical issues, and solve client facing issues while building technical understanding of Appcast's product suite. Partner with strategy and sales teams to build and present business cases for evolving client product mix by expanding and exceeding client's goals. Empower clients with the education and information they need to successfully understand campaigns and data within the Appcast platform, including keeping clients up to date with product enhancements, changes, or technical issues. Exceed client expectations for customer service in every client interaction by overcommunicating and overdelivering in response to client inquiries. Lead quarterly business reviews including data collection, interpretation, storytelling and presentation. Qualifications Professional experience in roles that require problem solving on behalf of a client, preferably in a technical environment. Experience working collaboratively and creatively to solve complex problems, approaching and maintaining a solutions-oriented mindset through resolution. Adept at cross team collaboration, specifically the ability to leverage technical platforms, share data, and communicate information that promotes cross-functional problem solving. Excellent written and verbal communication skills and the ability to communicate via multiple technical platforms (slack, Jira, Microsoft teams). Experience crafting analytical presentations with an emphasis on analytical storytelling. Possesses excellent organizational, prioritization, and follow-up skills. Education and Experience Bachelor's degree or equivalent experience 3 or more years of work experience, preferably in an industry related account management and/or customer success role Professional experience in the software industry in sales, account management or technical roles is highly valued but not required for this role Travel Requirements Typical travel for this position will include quarterly travel, attending internal and external meetings; however, this may vary based on business needs and opportunities. Fair Labor Standards Act Status Salaried Exempt: Personnel will earn their regular salary and not be entitled to overtime pay when they work over 40 hours in a work week. Expected Salary Range: $57,500-$96,000 Additional Information Appcast recognized as one of Inc Magazine's "Best Workplaces" for 2024! We're the best at what we do. We're the global leader in programmatic recruitment advertising. With advanced technology, unmatched market data and a team of the industry's best recruitment marketers. We have an amazing culture driven by great people. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe, Appcast is part of the Stepstone group. To better understand our company culture, read Our Story and check out Working at Appcast on our website. We take care of our employees. We're dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop. We believe in providing competitive compensation and comprehensive benefits, ensuring our team can support their loved ones and one another. We enjoy fostering a sense of community through dedicated employee networks, fun gatherings, delicious food, and even welcoming furry friends into our workspace. We live our values each day including volunteering and giving back to our communities. All your information will be kept confidential according to EEO guidelines. Appcast is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. E-Verify is a registered trademark of the U.S. Department of Homeland Security. This employer does not use E-Verify to pre-screen job applicants and will not discriminate based on national origin, citizenship, or immigration status.

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids. **Job Description** **Key Responsibilities** **Bid Strategy and Ownership** - Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review - Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria - Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services - Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms **Onshore Workflow Management** - Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks - Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status - Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals - Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed - Monitor workload and capacity for the onshore team and escalate resourcing needs when required **Offshore Bid Support Coordination** - Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering - Provide clear written task instructions, expected service levels, and turnaround times to offshore partners - Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards - Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality **Quality, Compliance, and Governance** - Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements - Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work - Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders - Track and manage version control for all bid documents **Client and Stakeholder Engagement** - Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning - Support or lead responses to client clarifications and follow up questions related to bids - Coordinate and prepare materials for client presentations and orals when required - Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses **Performance Management and Continuous Improvement** - Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback - Identify trends and root causes that impact win rate, pricing discipline, and operational effort - Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support - Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices **Other Duties** - Perform other duties as assigned in support of client engagement, bid management, and operational excellence **Qualifications** - Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience - Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment - Experience in valuation, real estate, or a related advisory business strongly preferred - Proven track record managing complex bids with multiple stakeholders and short timelines - Experience working with offshore or shared service teams preferred - Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business **Skills and Competencies** - Strong project and workflow management skills with excellent attention to detail - Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language - Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations - Comfortable working in a fast paced environment with competing priorities and frequent deadlines - Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools - Continuous improvement mindset with a focus on efficiency, quality, and margin discipline **Success Measures** - Increased bid win rate for valuation opportunities and positive client feedback on the bid experience - Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams - Strong alignment between bid commitments, operational delivery, and target margins - Effective use of offshore resources with high quality, consistent bid outputs \#Remote #RemoteLI Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 93,500.00 - $110,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Senior Banker in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. Manage the profitability and performance of assigned portfolio. Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver the firm. Analyze and document the effectiveness of sales performance and results as related to KPMs. Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills Bachelor's degree 10+ years of Commercial Banking or Business Banking experience in the Automotive financial industry. Strong knowledge and understanding of Floorplan, Commercial Real Estate, and Acquisition products, as well as Strong Knowledge of Deposits and Treasury products. Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. Knowledge of accounting principles and financial statement analysis Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources. Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills MBA Knowledge of consumer lending Formal credit training

Provider Relationship Account Manager (New Hampshire) JR168320 Location: Hybrid 1: This role requires associates to be in our Manchester, NH office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Provider Relationship Account Manager is responsible for providing quality, accessible and comprehensive service to the company's provider community. * Develops and maintains positive provider relationships with the provider community by regular on-site and/or virtual/digital visits, communicating administrative and programmatic changes, and facilitating education and the resolution of provider issues. * Serves as a knowledge and resource expert regarding provider issues impacting provider satisfaction and network retention; researches, analyzes, and coordinates prompt resolution to complex provider issues and appeals through direct contact with providers and internal matrixed partners. * Collaborates within a cohort of internal matrix partners to triage issues and submit work requests. * Supports an assigned portfolio of providers (hospitals, professional, ambulatory, ancillaries, FQHC's, etc). * Coordinates Joint Operation Committees (JOC) of provider groups, driving the meetings in the discussion of issues and changes. * Assists with Annual Provider Satisfaction Surveys, required corrective action plan implementation and monitoring education, contract questions and non-routine claim issues. * Coordinates communications process on such issues as administrative and medical policy, reimbursement, and provider utilization patterns. * Conducts proactive outreach to support the understanding of managed care policies and procedures, as well as on a variety of initiatives and programs. * Participates in external Provider Townhalls/Seminars and attends State Association conferences (e.g.: MGMA, AFP, AAP, HFMA). * Identifies and reports on provider utilization patterns which have a direct impact on the quality-of-service delivery. * Research issues that may impact future provider contract negotiations or jeopardize network retention. Minimum Requirements: * Requires a bachelor's degree; minimum of 3 years of customer service experience including 2 years of experience in a healthcare or provider environment; or any combination of education and experience, which would provide an equivalent background. * Travels to worksite and other locations 30% - 40% of the time. Preferred Skills, Capabilities and Experiences: * Provider or Customer facing experience preferred. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

At Aspire Living & Learning, we believe in the power of growth, partnership, and possibility to advance our mission. The Chief Business Development & Advancement Officer (CBDAO) is a key member of Aspire's Executive Leadership Team and serves as the strategic quarterback for the organization's external growth - driving affiliations, partnerships, and new opportunities that strengthen Aspire's long-term sustainability and impact. Reporting directly to the CEO, the CBDAO leads an integrated portfolio that includes Business Development, Philanthropy, and Advocacy & Government Affairs - with business development as the primary focus. This leader will bring structure, discipline, and strategy to how Aspire evaluates, pursues, and executes growth opportunities, while also shaping the organization's presence with funders, policymakers, and partners. This role calls for a relationship-driven strategist who is as comfortable in boardrooms and legislative meetings as they are in program settings. The CBDAO will translate mission into momentum - opening doors to new affiliations, deepening donor and government relationships, and ensuring Aspire remains a strong, forward-looking voice in the human services and IDD landscape. What You'll Do: Strategic Leadership Serve as a thought partner to the CEO and Executive Leadership Team in driving strategic visibility, growth, and influence. Provide strategic oversight for a unified advancement strategy encompassing philanthropy, advocacy, and business development. Foster cross-organizational collaboration to align external initiatives with Aspire's mission, strategic plan, and growth goals. Represent Aspire externally, cultivating relationships and partnerships that enhance organizational reputation and impact. Business Development Provide strategic direction for identifying and pursuing mission-aligned growth opportunities, partnerships, and new revenue streams. Collaborate with the Director of Business Development to strengthen Aspire's position in competitive and emerging markets. Oversee the development and negotiation of contracts, service lines, and collaborations that advance Aspire's mission and financial sustainability. Philanthropy & Fundraising Partner with the Director of Philanthropy to design and implement strategies that deepen donor engagement and expand philanthropic investment. Champion a culture of generosity and storytelling that connects supporters to Aspire's mission and measurable impact. Strengthen Aspire's capacity for grant acquisition and stewardship through systems, processes, and relationship management. Advocacy & Government Affairs Shape and guide Aspire's advocacy agenda at local, state, and federal levels in partnership with the CEO and state leaders. Cultivate and sustain relationships with policymakers, associations, and coalitions to advance the rights and inclusion of people with IDD. Monitor and respond to legislative and regulatory developments affecting Aspire's mission and operations. Collaboration Partner closely with the Chief People & Culture Officer and the Marketing & Communications team to ensure that advancement strategies, messaging, and storytelling are aligned across all audiences. Collaborate with Finance, Operations, and Clinical teams to ensure business development and fundraising efforts are data-informed, integrated, and sustainable. Our Ideal Candidate: 10+ years of progressive leadership experience in advancement, external affairs, or related fields, including at least 5 years in senior leadership. Demonstrated success leading integrated strategies across fundraising, advocacy, and business development. Deep understanding of nonprofit strategy and mission-driven growth. Exceptional relationship-building, communication, and storytelling skills. Experience within human services, education, or the IDD field strongly preferred. __________________________________________ Aspire Living & Learning's Internal Mobility Policy ensures an equitable and efficient internal mobility system that aligns with the agency's commitment to professional development and growth. This policy fosters a culture of mobility within the organization, aiming to provide employees with opportunities for career advancement and fulfillment. Please reference the Internal Mobility Policy to review the process to be considered for other jobs at Aspire Living & Learning. Lateral Transfers: You do not need to submit an application at this time. You need to let your HR Partner know you're interested in being considered for the position. Your HR Partner will be the point of contact between you, your current manager, and your hiring manager. Promotions/ Cross-functional jobs: Please let your HR partner know you're interested in being considered for the position and they will confirm your eligibility to apply. Once you speak with your HR Partner, please submit an application. Below is the name and information of your HR Partners to be contacted prior to applying for a promotion or cross-functional opportunity. Connecticut (AS) employees: Heather Murphy, ****************** Connecticut (Child Services) employees: Wanetta Wilcher ******************* Maryland employees: Debbie Duran ***************** Massachusetts employees: Michelle Cutting ******************** New Hampshire employees: Michelle Cutting ******************** Vermont employees: Judy Stermer, ******************* Shared Services and Agency Leadership: Judy Stermer *******************

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Commercial Banking Officer is responsible for performing a variety of duties to meet the commercial services needs of business customers, achieving customer service goals as established in the Commercial Banking Department's annual operating plan, complying with operating policies and procedures established for the commercial services function, communicating with appropriate personnel, responding to inquiries or requests for information, maintaining appropriate records and providing assigned reports. This position is also responsible to accurately risk rate assigned loan relationships on a timely basis. Performs a variety of duties to meet the commercial sales and services needs of business customers as follows: Maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities and solicit other new business Makes outside sales calls on prospective customers to assess needs, and describe and sell products and services. Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Serves as a member of the bank's sales team, e.g., Branch Manager; makes group sales calls where these types of calls will improve the opportunity for new business development. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs. Provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Maintains a working knowledge of bank operating policies and procedures with impact commercial services. Prepares and maintains accurate records of all customer sales and service calls made and meetings held with present and prospective customers. Provides quality service to customers, whether internal or external. Demonstrates cooperative efforts in working with other departments and within own department. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Banking Department's annual operating plan. Complies with established operating policies and procedures in order to maintain adequate controls and to support the bank's adherence to outside regulatory requirements. Communicates with management and staff personnel in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Monitors and reviews accounts for appropriate risk rating to avoid risk rating changes by Loan Review, the OCC or other loan review processes. Other related duties as assigned or directed. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Minimum 3+ years' experience in related positions normally required with an emphasis on Middle Market Banking B.S./B.A degree in a related fiend of study normally required Specialized banking education and training. Proficient reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative, and sales skills. A thorough knowledge of the features and benefits of all bank commercial products and services. A working knowledge of bank operating policies and procedures, which impact commercial services. Valid driver's license. All applicants must be 18 years of age or older.

At Aspire Living & Learning, we believe in the power of growth, partnership, and possibility to advance our mission. The Chief Business Development & Advancement Officer (CBDAO) is a key member of Aspire's Executive Leadership Team and serves as the strategic quarterback for the organization's external growth - driving affiliations, partnerships, and new opportunities that strengthen Aspire's long-term sustainability and impact. Reporting directly to the CEO, the CBDAO leads an integrated portfolio that includes Business Development, Philanthropy, and Advocacy & Government Affairs - with business development as the primary focus. This leader will bring structure, discipline, and strategy to how Aspire evaluates, pursues, and executes growth opportunities, while also shaping the organization's presence with funders, policymakers, and partners. This role calls for a relationship-driven strategist who is as comfortable in boardrooms and legislative meetings as they are in program settings. The CBDAO will translate mission into momentum - opening doors to new affiliations, deepening donor and government relationships, and ensuring Aspire remains a strong, forward-looking voice in the human services and IDD landscape. What You'll Do: Strategic Leadership Serve as a thought partner to the CEO and Executive Leadership Team in driving strategic visibility, growth, and influence. Provide strategic oversight for a unified advancement strategy encompassing philanthropy, advocacy, and business development. Foster cross-organizational collaboration to align external initiatives with Aspire's mission, strategic plan, and growth goals. Represent Aspire externally, cultivating relationships and partnerships that enhance organizational reputation and impact. Business Development Provide strategic direction for identifying and pursuing mission-aligned growth opportunities, partnerships, and new revenue streams. Collaborate with the Director of Business Development to strengthen Aspire's position in competitive and emerging markets. Oversee the development and negotiation of contracts, service lines, and collaborations that advance Aspire's mission and financial sustainability. Philanthropy & Fundraising Partner with the Director of Philanthropy to design and implement strategies that deepen donor engagement and expand philanthropic investment. Champion a culture of generosity and storytelling that connects supporters to Aspire's mission and measurable impact. Strengthen Aspire's capacity for grant acquisition and stewardship through systems, processes, and relationship management. Advocacy & Government Affairs Shape and guide Aspire's advocacy agenda at local, state, and federal levels in partnership with the CEO and state leaders. Cultivate and sustain relationships with policymakers, associations, and coalitions to advance the rights and inclusion of people with IDD. Monitor and respond to legislative and regulatory developments affecting Aspire's mission and operations. Collaboration Partner closely with the Chief People & Culture Officer and the Marketing & Communications team to ensure that advancement strategies, messaging, and storytelling are aligned across all audiences. Collaborate with Finance, Operations, and Clinical teams to ensure business development and fundraising efforts are data-informed, integrated, and sustainable. Our Ideal Candidate: 10+ years of progressive leadership experience in advancement, external affairs, or related fields, including at least 5 years in senior leadership. Demonstrated success leading integrated strategies across fundraising, advocacy, and business development. Deep understanding of nonprofit strategy and mission-driven growth. Exceptional relationship-building, communication, and storytelling skills. Experience within human services, education, or the IDD field strongly preferred. Employees at Aspire enjoy working with a collaborative and dedicated team that values a culture of belonging and care. We take pride in offering a comprehensive benefits package to eligible employees, including: Comprehensive Health, Dental, & Vision Insurance - Choose from multiple medical plans, with vision coverage included at no extra cost. Flexible Spending Accounts (FSA) and Health Saving Account (HSA) options - Use pre-tax dollars for medical and dependent care expenses. Lifestyle Spending Accounts with JOON - Monthly funds for wellness, fitness, commuting, childcare, pet care, and more. 403(b) Retirement Plan with Employer Match - A 100% match on contributions up to 2% of your salary. Generous Paid Time Off - Paid sick, personal, and vacation days, plus holidays. Professional Growth Opportunities - Access to training, leadership and management courses, mentorship, and career advancement. Employer-Paid Life & Disability Insurance, Employee Assistance Program (EAP), Telehealth Services and more! Aspire Living & Learning believes it must play an active role in creating a community of employees that is diverse, inclusive and equitable. Our work benefits greatly from the contributions of people of color, people from working class backgrounds, women, LGBTQ people, and individuals with disabilities. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

JOB REQUIREMENTS * Extensive portfolio management, business development, risk management experience. * Extensive knowledge of financial institution policies and procedures * Strong knowledge of small business and SBA lending practices and related areas * Strong Knowledge of all SBA Loan Programs including 7(a), Express and 504 * Knowledge of department support structures, resources and personnel * Good sales, organizational, communication and public relations skills particularly in working with documentation that requires special handling * Strong analytical and interpersonal skills * Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated * Superior customer service skills, exceed customers' expectations * Fluent written and verbal English communication skills * Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE * Bachelor's degree in business, finance or related area * Fifteen or more years' experience in small business and SBA lending * Educated in banking federal and state regulations and laws * Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data WORKING CONDITIONS/PHYSICAL DEMANDS * Normal business office environment Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. Pay Range: $100,379.70 - $140.531.58 The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. ESSENTIAL DUTIES & RESPONSIBILITIES * Assist Department in developing relationships that are creditworthy, deposit rich and aligned with the Bank's strategic goals. * Mentor and work closely with less experienced team members in order to continue their professional development * Provide technical assistance to customers and prospects in order to assist them through their application process * Meet with applicants to obtain information for loan applications and to answer questions about the process * Analyze applicant financial status, credit and property evaluations to determine feasibility of granting loans * Originate and close new loans to existing customers and prospects consistent with the Bank's loan policies and state and federal regulations * Present new loan requests and other reports as necessary (i.e.: CARs, Loan Review Responses) to the appropriate approval authorities within the Bank * Stay abreast of new types of loans and other financial services and products to better meet clients' needs * Submit applications to credit analysts for verification and recommendation * Work with clients to identify their financial goals and to find ways of reaching those goals * Work with Director to aid in resolving commercial loan application problems as necessary * Manage and grow an existing commercial loan portfolio. * Cross-sell other bank products including: deposit products, cash management, merchant services and wealth management * Quickly respond to customer and prospect inquiries and assist customers through the application process * Work with the Bank's residential and commercial real estate groups in referring new business * Assist in the collection/work out activities with troubled/non-performing assets * Represent the Bank at various community functions * Participate on Bank task forces and committees as assigned * Perform additional duties as requested, needed or assigned

Under the direction of the Business Development Team Lead, the Business Development Officer is responsible for identifying potential business opportunities, building and maintaining relationships and fostering partnerships with Regional Managers, branch sales and service, SMFS and commercial relationship manager to drive credit union growth. Acts as a relationship manager for businesses with lending relationships generally under $250M. Driving small business suite of services including deposit accounts, business loans and lines of credit, and cash management products. Key Responsibilities: * Build and maintain strong relationships with new business members to support business deposits and cash management. * Identify and evaluate potential business opportunities in the community to generate cash management and deposit opportunities including Financial Wellness@Work. * Manage internal and external Centers of Influence (COI) such as CPA's, commercial real estate brokers, and lawyers to develop new business. * Develop and implement plans to drive business growth and market expansion. * Conduct market research to identify trends, competitor activities, and opportunities. * Prepare and deliver presentations and proposals to potential members and partners. * Collaborate with internal teams to ensure alignment and execution of business strategies. * Monitor and report on the effectiveness of business development activities. * Attend industry events, conferences, and networking opportunities to promote the credit union and assist in meeting their sales goals. Core Skill Competencies: * Communication: Excellent verbal and written communication skills for interacting with potential members. * Relationship Building: Strong interpersonal skills to build and maintain professional relationships. * Analytical Skills: Strong analytical abilities to evaluate business opportunities and performance. * Sales Management: Experience in sales management and achieving sales targets. * Adaptability: Flexibility to adapt to changing market conditions and business needs. * Team Collaboration: Ability to work effectively with cross-functional teams. * Time Management: Excellent organizational skills and ability to manage multiple projects simultaneously. * Technical Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and using CRM software, cash management platform and other business development tools. Physical Demands: * Ability to sit for extended periods while working at a computer. * Occasional lifting of office supplies and equipment, up to 25 pounds. * Frequent travel to meet with potential members and attend industry events. Qualifications: * Bachelor's degree in Business Administration, Marketing, or a related field. * Five years of experience in business development, sales, or retail. * Proven track record of achieving business growth targets. * Strong understanding of market dynamics and industry trends. * Ability to travel as required.

Hours: 40 Pay Details: $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses. Depth & Scope: * Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market * Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions * Goals based sales position * Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM * Meets quarterly and annual goals for investments, Brokerage and Trust business * Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth * Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience * Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts * Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank * Implements and executes a differentiated service model/experience for Institutional clients * Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients * Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners * Executes in a manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained * Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures * Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships * Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 4-year degree or related work experience required, MBA or advanced degree preferred * 10+ Years of related experience * Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline * Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred * Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc. * Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients * Consultative sales experience recommended * Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base * Proven business development track record * Strong market presence with wide network of outside referral sources for new business * High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service * Strong credit and financial analysis skills * Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner * Ability to work within an organization to influence and get things done without direct authority * Organized self-starter with ability to work independently with little direct guidance * Refined negotiation skills * Excellent communication skills, both verbal and written * Proficiency in Microsoft Applications (PowerPoint, Excel, Word) * Membership in civic and professional organizations and/or board membership encouraged * Must have experience working within a highly collaborative team environment * Subject to qualifying certification process at TD Private Client Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

**Client Relationship Manager- Insurance** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. **In this Role, you will:** + Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Insurance sector + Develop client engagement strategies and quantify costs of pursuit + Lead accountability against Measurable Revenue/Profit Growth within set timelines + Review the account metrics with the delivery, operations, and finance teams on regular basis + Be part of senior management reviews for the performance metrics of the account + Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level + Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Insurance industry **Work Model:** We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Portsmouth, NH. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. What you need to have to be considered: + Minimum 15+ years in the Insurance domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm + Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment + Strong experience with the global service delivery model + In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical + A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business + Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence + Ability to lead a client P&L of at least 30 million dollars, including reporting and metric assessment for the account + The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Insurance domain + Bachelor's Degree **This will help you stand out:** + MS or MBA degree + Strong background in a project environment and application development + Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment + Must be detail oriented and able to manage and maintain all facets of complex assignments + Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications + Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. The annual salary for this position is between $170,000-$200,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to apply Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. + \#LI-MB1 Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Job Description Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893. We are now proud to now be a part of the World Insurance Associates family which provides unparalleled access to even more products and services to assist our customers' insurance needs. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 215 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR KxeeSJFQDw

Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. ESSENTIAL DUTIES & RESPONSIBILITIES Assist Department in developing relationships that are creditworthy, deposit rich and aligned with the Bank's strategic goals. Mentor and work closely with less experienced team members in order to continue their professional development Provide technical assistance to customers and prospects in order to assist them through their application process Meet with applicants to obtain information for loan applications and to answer questions about the process Analyze applicant financial status, credit and property evaluations to determine feasibility of granting loans Originate and close new loans to existing customers and prospects consistent with the Bank's loan policies and state and federal regulations Present new loan requests and other reports as necessary (i.e.: CARs, Loan Review Responses) to the appropriate approval authorities within the Bank Stay abreast of new types of loans and other financial services and products to better meet clients' needs Submit applications to credit analysts for verification and recommendation Work with clients to identify their financial goals and to find ways of reaching those goals Work with Director to aid in resolving commercial loan application problems as necessary Manage and grow an existing commercial loan portfolio. Cross-sell other bank products including: deposit products, cash management, merchant services and wealth management Quickly respond to customer and prospect inquiries and assist customers through the application process Work with the Bank's residential and commercial real estate groups in referring new business Assist in the collection/work out activities with troubled/non-performing assets Represent the Bank at various community functions Participate on Bank task forces and committees as assigned Perform additional duties as requested, needed or assigned JOB REQUIREMENTS Extensive portfolio management, business development, risk management experience. Extensive knowledge of financial institution policies and procedures Strong knowledge of small business and SBA lending practices and related areas Strong Knowledge of all SBA Loan Programs including 7(a), Express and 504 Knowledge of department support structures, resources and personnel Good sales, organizational, communication and public relations skills particularly in working with documentation that requires special handling Strong analytical and interpersonal skills Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated Superior customer service skills, exceed customers' expectations Fluent written and verbal English communication skills Ability to adhere to Needham Bank's Core Values ( Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing ) EDUCATION & EXPERIENCE Bachelor's degree in business, finance or related area Fifteen or more years' experience in small business and SBA lending Educated in banking federal and state regulations and laws Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data WORKING CONDITIONS/PHYSICAL DEMANDS Normal business office environment Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. Pay Range: $100,379.70 - $140.531.58 The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

Under the direction of the Business Development Team Lead, the Business Development Officer is responsible for identifying potential business opportunities, building and maintaining relationships and fostering partnerships with Regional Managers, branch sales and service, SMFS and commercial relationship manager to drive credit union growth. Acts as a relationship manager for businesses with lending relationships generally under $250M. Driving small business suite of services including deposit accounts, business loans and lines of credit, and cash management products. Key Responsibilities: Build and maintain strong relationships with new business members to support business deposits and cash management. Identify and evaluate potential business opportunities in the community to generate cash management and deposit opportunities including Financial Wellness@Work. Manage internal and external Centers of Influence (COI) such as CPA's, commercial real estate brokers, and lawyers to develop new business. Develop and implement plans to drive business growth and market expansion. Conduct market research to identify trends, competitor activities, and opportunities. Prepare and deliver presentations and proposals to potential members and partners. Collaborate with internal teams to ensure alignment and execution of business strategies. Monitor and report on the effectiveness of business development activities. Attend industry events, conferences, and networking opportunities to promote the credit union and assist in meeting their sales goals. Core Skill Competencies: Communication: Excellent verbal and written communication skills for interacting with potential members. Relationship Building: Strong interpersonal skills to build and maintain professional relationships. Analytical Skills: Strong analytical abilities to evaluate business opportunities and performance. Sales Management: Experience in sales management and achieving sales targets. Adaptability: Flexibility to adapt to changing market conditions and business needs. Team Collaboration: Ability to work effectively with cross-functional teams. Time Management: Excellent organizational skills and ability to manage multiple projects simultaneously. Technical Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and using CRM software, cash management platform and other business development tools. Physical Demands: Ability to sit for extended periods while working at a computer. Occasional lifting of office supplies and equipment, up to 25 pounds. Frequent travel to meet with potential members and attend industry events. Qualifications: Bachelor's degree in Business Administration, Marketing, or a related field. Five years of experience in business development, sales, or retail. Proven track record of achieving business growth targets. Strong understanding of market dynamics and industry trends. Ability to travel as required.