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  • Client Relationship Leader

    Cliftonlarsonallen 4.4company rating

    Relationship manager job in Fort Myers, FL

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2 #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $55k-73k yearly est. Auto-Apply 60d+ ago
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  • Pharmacy Relationship Manager

    America's Pharmacy Group, LLC 4.5company rating

    Relationship manager job in Bradenton, FL

    Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses
    $53k-92k yearly est. 15d ago
  • Inside Commercial Relationship Manager

    Achieva Credit Union 4.1company rating

    Relationship manager job in Cape Coral, FL

    Commercial Lending is a key growth strategy for Achieva Credit Union. The Inside Commercial Relationship manager processes incoming commercial loan requests, including online, phone, branch, and video appointments for commercial loan requests between $50K and $500K. The role cross-offers treasury management solutions to deepen relationships and ongoing relationship management on any assigned loan portfolio, including completing timely annual reviews, ensuring a positive member experience, and adhering to all credit union policies and regulatory requirements. Ideal role for a highly motivated, self-driven individual with aspirations to grow into a Sr. Commercial Loan Officer position, sourcing leads and centers of influence within local communities. The position offers a solid foundation in commercial lending and member service, with opportunities for advancement based on performance and demonstrated potential. Key Responsibilities: Member Engagement and Loan Origination Serve as the first point of contact for inbound commercial loan inquiries. Engage thoroughly with applicants and members to understand current and anticipated future financial needs, recommending suitable loan, deposit, Treasury Management products, annual reviews, ongoing tickler, and other miscellaneous needs. Guide applicants through the loan process, ensuring complete and accurate applications and documentation. Maintain consistent communication with members from application through loan payoff, including ways to maximize their membership, navigating the annual loan review process, and by providing ongoing recommendations to support their ongoing business needs. Manage loan pipeline to ensure member satisfaction, timely responses, and positive member experiences. Consistently meets commercial loan unit and funded dollar goals. Loan Evaluation & Compliance Analyze applicant profiles - including credit, income, assets, property valuations, and business financial review details to assess relationship opportunities at application and annual review as required. Recommend approval or denial of applications based on established criteria. Ensure compliance with all regulatory requirements, including timelines and documentation standards. Stay informed about local commercial and Treasury Management trends, competitive offerings, and regulatory changes. Participate in required annual training, including BSA and Privacy Act compliance. Organizational Engagement Represent the credit union with professionalism and courtesy in all interactions. Uphold the highest ethical standards in all interactions and responsibilities. Partner with leadership to support the credit union's goal of being a top employer. Take initiative to perform other essential functions as needed to support the team. Travel, on occasion, may be required, including travel within the local area and to the Corporate Headquarters in Dunedin, FL for sales/team meetings. Weekends are required to meet member and business demands. Requirements: Education and Experience Bachelor's degree in business administration or equivalent combination of education and work experience recommended. 3-5 years of credit union experience required; experience with basic lending required. Certifications NMLS required upon hire. Skills and Attributes Base knowledge of standard commercial lending principles and practices, including SBA SOP, NCUA Regulation Title 12, Part 723, evaluating financials and spreads, Vertical IQ, etc. Strong presentation skills, including reviewing CAMs for completeness and accuracy, building visual loan recommendation presentations, and oral presentation skills that present comprehensive information so that Commercial Loan Committee, the Board of Directors, and other groups can make well informed decisions. Base knowledge of regulatory compliance in credit union/financial institution operations. Customer service background with excellent communication, interpersonal, and problem-solving skills. Ability to handle confidential member personally identifying information (PII) with discretion. Demonstrated networking and Center of Influence management resulting in meaningful booked business. Member focus- strong communication, responsive, and diligent in follow up resulting in positive member feedback survey scores, such as Net Promoter, Member Feedback, and/or Google Reviews. Compliant- adheres to current credit union, state, and NCU policies, procedures, and regulations. Self-directed- proactively manages pipeline, leads, recommends product/service/process changes as needed. Provides timely updates for accurate tracking and monitoring of pipelines, portfolios, etc. Proficiency in Microsoft Office. Analytical thinking and attention to detail. Ability to build trust and maintain positive relationships across all business units and teams. Ability to handle sensitive, confidential information. High level of customer service skills. Physical Demands & Work Environment Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made be made to enable individuals with disabilities to perform the essential functions of the job. This role operates in a flexible environment and may include hybrid work, in-field member visits, and time in an office setting in an Achieva Branch. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. The position may require extended periods of sitting or standing and occasional lifting of up to 25 pounds. EEO Statement Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.
    $63k-80k yearly est. 35d ago
  • Transfer Admissions Relationship Manager

    The University of South Florida 4.5company rating

    Relationship manager job in Sarasota, FL

    The Admissions Team Administrator of Transfer Relationship Management leads a small team of highly skilled professionals to recruit students that meet specific enrollment targets to the University of South Florida. This role will manage the transfer recruitment territory and recruiters and is responsible for hitting enrollment goals, travel to secondary schools, attend college fairs to meet with counselors, parents, and prospective USF students and maintain those relationships. Responsibilities • Lead a team of highly skilled professionals in developing a recruitment plan to implement and meet specific enrollment goals for transfer student recruitment. Manage recruitment territories by attending outreach activities in collaboration with state college representatives and community partners; participates in the development and implementation and communication of the on-boarding process and completion of success steps for prospective students. • Attend college fairs, state colleges and other admissions events to build relationships with prospective students, applicants, counselors, and parents. Provide admissions guidance through information session, presentations and meetings with students, families, and counselors through in-person and group settings and act as a point of contact. Coordinate and participates in outreach and access activities for the community and university partners as needed. • Analyze and monitor recruitment metrics to identify areas for improvement and implement changes as needed. Assess applications and review academic credentials to determine admissibility and scholarship eligibility for student admission. Collaborate with Strategic Initiatives to determine marketing effectiveness and impact on applicant and enrollment goals for specific populations. Provide enrollment projections and reports to leadership as necessary. • Build and maintain relationships with college counselors on behalf of USF. Collaborate with university faculty and staff, departments, and community partners to reach enrollment goals. Maintain effective communication and provide admissions guidance to students. Qualifications Bachelor's degree and a minimum of five (5) years of related experience -OR- equivalent combination of education and experience. • Ability to partner and build strategic relationships with both internal and external key stakeholders. • Possesses comprehensive knowledge of the field's policies, procedures, and practices. Degree Equivalency Clause: Four years of direct experience for a bachelor's degree. • Senate Bill 1310- The Florida Senate (************************************************ is conditional upon meeting all employment eligibility requirements in the U.S. • SB 1310: Substitution of Work Experience for Postsecondary Education Requirements • A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed: • (a) Two years of direct experience for an associate degree; • (b) Four years of direct experience for a bachelor's degree; • (c) Six years of direct experience for a master's degree; • (d) Seven years of direct experience for a professional degree; or • (e) Nine years of direct experience for a doctoral degree • Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment. • Minimum Qualifications that require a high school diploma are exempt from SB 1310.
    $53k-73k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager II - C&IB

    PNC 4.1company rating

    Relationship manager job in Sarasota, FL

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Sarasota, FL. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate relationships will support building networks within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your dedication to growing your portfolio through new and innovative approaches, while embracing continuous opportunities for improvement, will support you and your team's success. In addition, utilizing technology platforms to prospect, network and communicate will differentiate you from other bankers within the industry.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision. Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for more complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $46k-75k yearly est. Auto-Apply 7d ago
  • HOA Relationship Manager

    Sunwest Bank 4.1company rating

    Relationship manager job in Sarasota, FL

    This position is responsible for driving new business through the sales of Property Management, Title, Escrow and other Specialty Depository services including but not limited to deposits and treasury services offered by the Bank. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG). ESSENTIAL DUTIES AND RESPONSIBILITIES Generate new business through identifying market opportunities through cold calls, warm leads & referrals. Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients. Maintain active sales pipeline and provide real time updates utilizing CRM tools. Provides support to the Sales Team to educate and sell additional products to SDG clients via onsite and telephonic meetings. Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered. Handle in-bound customer service inquiries, training and support requests pertaining to Deposit, Treasury Management & Internet Banking products and services, while ensuring high customer service quality. Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms. Understand and comply with requirements of all laws and regulations applicable to the position. Complete new client setup and/or deletion requests and client training in all related products and services Assist in fulfilling the department's audit requirements and ensure the implementation and completion of agreed audit recommendations. Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services. Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury Management services ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance, appearance, and professionalism Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Performs any other duties that may be assigned by supervisors or management team Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 5 years of related Deposit and Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties. Experience with Sales Force and/or similar CRM tools preferred. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Standing, walking and squatting less than fifty percent of the work shift Required to lift, move and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
    $53k-76k yearly est. 21d ago
  • Client Manager-Employee Benefits-Insurance Advisory Solutions

    The Baldwin Group 3.9company rating

    Relationship manager job in Fort Myers, FL

    The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture #LI-NS1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
    $74k-110k yearly est. Auto-Apply 6d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Relationship manager job in Fort Myers, FL

    Account Manager Sunrise Landscape, operating as CLA Landscape, are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work! We are excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000 employees. Headquartered in Tampa, Florida, for more than 40 years, our services focus on meeting the customer's needs with a commitment to landscape and service excellence. In prioritizing the importance of this vision, we are excited to have the opportunity for an Account Manager for our expanding area in Fort Myers, FL. The right candidate is someone who is innovative and bring new ideas on how we focus on a client-first culture. This role will be located in Fort Myers Fl and will serve various clients in that area. Your Role The Account Manager (aka Client Success Manager) will be the primary business and relationship manager for Sunrise Landscape's Venice based customers. This role requires someone with deep experience in client management and can bring new ideas on how to highlight an excellent client experience. This role requires an exceptional attitude of managing relationships and excellent day-to-day communication with both the client and the operations teams on service delivery. This position will be expected to establish regular business reviews including formal presentations and generating annual budget and account plans. In this role, you will be expected to do the following: Develop, build, nurture and maintain exceptional client relationships for a portfolio of large commercial landscape customers; act as the primary relationship and escalation contact with client. The primary functions includes relationship management, operational support and coordination, launch readiness, communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Aids clients in achieving their goals. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of Client Delight. Lead internal team meetings to problem solve through collaboration and communication resulting in a more efficient and effective delivery of service for the client accounts. You will need to influence without direct reporting authority. Proactively plan and communicate daily operational plans to ensure leaders and front-line crews execute on the client scope of work. Develop and communicate weekly client updates regarding operations and property needs. Create all client proposals and build annual and multi-year client budgets. Conduct property quality assessments through onsite inspections to keep clients informed of work being performed, work scheduled and other property needs. Understand core issues happening at the branch location and within crew operations to enhance branch and bring solutions to resolve enabling you to be seen as a valuable resource for operational improvement. What You Bring To Us: Bachelors' degree required. Minimum of 5-7 years' of professional experience in a client facing role; excellent track record in establishing and maintaining client relationships. (Client References a big plus!) Strong written, verbal, and interpersonal communication skills are critical to this position - and embodies a collaborative work style. Must be a good listener and able to respond to clients in a professional manner. The ability to work independently as well as working with management on key client issues. Excellent organizational skills with the ability to: perform detail-oriented work accurately, handle several assignments simultaneously, maintain confidential information, and produce reports in a timely manner. Ability to travel to client sites in the Venice area. Additional Information: We are excited to review your qualifications for the Account Manager role. Please note, if you do not submit a resume outlining the details of your previous roles & responsibilities, we are unable to move forward with considering your candidacy. What We Offer: Competitive Salary: Attractive compensation package commensurate with experience. Benefits: Health, dental, and vision insurance; 401(k) with company match; paid time off; and professional development opportunities. Work Environment: Collaborative and supportive team culture with opportunities for career growth and advancement. Work-Life Balance: Flexible work arrangements and a commitment to maintaining a healthy work-life balance.
    $46k-85k yearly est. Auto-Apply 60d+ ago
  • Corp. Bnkg. Relationship Manager - Tampa, FL

    Valley National Bancorp 4.9company rating

    Relationship manager job in Sarasota, FL

    Responsibilities include but are not limited to: * Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. * Develop network of external referral sources/centers of influence (COI's) in order to attract new clients. * Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio. * Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. * Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality. * Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly. Required Skills: * Excellent and effective interpersonal and presentation skills as well as written and verbal communication skills. Proven track record of prospecting new business and enhancing existing relationships. * Excellent ability to critically review, analyze and structure commercial loans, cross sell bank products, and attract new business through effective presentations and the ability to respond to questions. * Strong working knowledge of credit underwriting, basic accounting, and loan documentation. Formal credit training preferred. * Ability to work totally independently or as a team to achieve overall Departmental goals using sound judgement in decision making. * Proficient computer skills using Microsoft Word, Excel and Outlook as well as prospecting/tracking tools such as Salesforce, nCino or similar systems. * Familiarity with professional business practices (time management, communication and appearance). Required Experience: * High School Diploma or equivalent and a minimum of 7 years of related lending and/or credit experience with community and/or industry involvement in the area. * Valid driver's license. Bachelor's degree in Finance, Accounting or business related study and/or formal Commercial Credit training preferred.
    $61k-78k yearly est. 60d+ ago
  • Client Executive/Principal: Architecture

    PBK Architects 3.9company rating

    Relationship manager job in Sarasota, FL

    The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular client or multiple clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor. Your Impact: Strategic: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals. Operational: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction. Marketing/Business Development: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships. Management/Leadership: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff. Here's What You'll Need: * Must be a Registered Architect in the State. * Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes. * Must have prior K12 and/or Higher Education experience to be considered.
    $96k-137k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager Senior Acquisition - Vice President

    JPMC

    Relationship manager job in Fort Myers, FL

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $60k-97k yearly est. Auto-Apply 18d ago
  • Business Banking Relationship Manager / BBRM

    Innovative Connections

    Relationship manager job in Fort Myers, FL

    Job Description The Business Banking Relationship Manager (BBRM) is responsible for driving new loan production, deposit growth, and client development in the Ft. Myers market. This role focuses on building and managing relationships with business clients, delivering tailored financial solutions, and ensuring disciplined credit practices. The BBRM also collaborates with leadership to optimize processes and contribute to competitive market strategies. Essential Job Functions Develop and manage business banking relationships, providing customized financial solutions to meet client needs. Drive loan production and deposit growth by proactively identifying opportunities and cross-selling products and services. Identify, pursue, and close sales opportunities across a broad range of financial products. Represent the institution in the community through active participation in professional organizations and events. Conduct ongoing portfolio reviews to monitor client performance, credit quality, and market conditions. Proactively manage risk exposure to ensure balanced growth, profitability, and regulatory compliance. Knowledge, Skills & Abilities Experience selling in the business banking market, including understanding customer needs, competitive landscapes, and regulatory environments. Proven ability to build strong relationships and influence stakeholders at all levels. Initiative to meet sales goals and drive growth and innovation. Ability to assess loan risks and make sound financial decisions. Proficiency in banking systems and Microsoft Office applications (Word, PowerPoint, Excel). Ability to travel overnight, as needed. Basic Qualifications Bachelors degree in business, finance, or related field, or equivalent work experience required. Minimum 2 years of experience in business banking sales and client relations, or related financial services experience required. Minimum 1 year of experience in credit analysis and risk assessment preferred. Compensation is based on experience - Salary + Quarterly Bonus
    $60k-97k yearly est. 18d ago
  • Senior Private banker

    Avior Executive Search

    Relationship manager job in Sarasota, FL

    Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products Compensation will be tailored to the individual
    $46k-101k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Venice, FL

    JobID: 210700199 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $54k-88k yearly est. Auto-Apply 18d ago
  • Retail Banking Officer - Gulf Cove office

    Crews Banking Group

    Relationship manager job in Port Charlotte, FL

    Crews Bank & Trust is looking for a Retail Banking Officer for the Gulf Cove office location. Do you have a heart for serving the customer? Are you a results-oriented banker with decision making experience? Have you successfully built relationships and gained new business? Do you enjoy leading a team? The Retail Banking Officer is essential to the success and sustainability of the branch office, serving as the strategic and operational leader responsible for driving growth, and customer satisfaction. Provides leadership to maintain an engaged, operationally sound and high performing team dedicated to serving the bank's consumer and business customers. Effectively builds and cultivates relationships with customers, prospects and team members, and is dedicated to the vision and strategic initiatives of the Bank. Actively involved in the community, the Retail Banking Officer works on customer retention and to develop new business with deposit acquisition, lending, and referrals to other business lines. Requirements Responsibilities include: Cultivating relationships with customers and prospects, creating an environment where they feel valued and respected Represents the bank in the community and promotes business development by recognizing opportunities and regularly calling on prospects. Partners with Lending and Trust staff, when applicable, to expand customer relationships Maintains comprehensive knowledge of all retail, business and electronic banking products and services. Experience and ability to function as any branch team position if needed. Provides recommendations for branch growth and partners with Area President to ensure goals are aligned with overall bank initiatives; tracks statistical reporting information on branch and market trends Empowered to handle customer situations and escalated issues to resolution efficiently and effectively; ensures high levels of professionalism and service are met and exceeded. May include responsibilities for Consumer and/or HELOC lending; maintains skills necessary to adhere to Bank lending policy, guidelines and practices. Qualifies for and holds NMLS designation if applicable. Provides leadership in coaching and development of employee team for overall branch success and profitability. Sets clear expectations and models desired behaviors to foster a motivated, high-performing team. Possesses knowledge of regulatory compliance requirements, including BSA, CIP, Security, Fair Lending, CRA and others vital to the financial practices of the Bank. Minimum Requirements: Associates or Bachelor's degree preferred Five (5) or more years of banking with supervisory and leadership experience, and/or similar relevant work experience Excellent interpersonal and communication skills Sound judgment and decision making experience Results oriented, strategic thinker Desire and willingness to work in a collaborative, flexible and team-oriented work environment Knowledge of banking industry regulations, procedures and workflows Ability to supervise, motivate and build a successful team All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disability
    $53k-75k yearly est. 60d+ ago
  • Senior Banker - College Plaza Financial Center

    Bank of America 4.7company rating

    Relationship manager job in Bradenton, FL

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $69k-129k yearly est. Auto-Apply 20d ago
  • Business Relationship Manager

    Big Daddy Service Company 4.3company rating

    Relationship manager job in Sarasota, FL

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We'll rely on you to find ways to outperform our competition and maintain our company's positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Ultimately, you'll maintain strong relationships with our company's clients to boost our brand and profits in the long-run. Responsibilities Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge of competitors Requirements and skills Proven experience as a Client Relationship Manager Knowledge of customer relationship management (CRM) practices Experience in sales or customer service is preferred Problem-solving attitude Excellent communication skills Aptitude for fostering positive relationships Teamwork and leadership skills Customer-oriented mindset BSc/BA in Business Administration or similar field Compensation: $1,000.00 per week The IICRC is the Institute of Inspection Cleaning and Restoration Certification, a non-profit organization for the Inspection, Cleaning, and Restoration Industries. The IICRC, originally named the International Institute of Carpet and Upholstery Cleaning Inc. (IICUC), was founded in 1972 by Ed York. Since starting in 1972, the IICRC has evolved into a global organization with more than 49,000 active Certified Technicians and more than 6,500 Certified Firms around the world. The IICRC is managed by its Board of Directors, which is composed of 15 industry leaders elected by the IICRC's Shareholders. The Board of Directors' function is to represent the various interests of the applicants while leading the direction of the organization. The Board of Directors meets four times per year and is tasked with the responsibility of helping shape future policies of the organization and uphold the standards that help shape the industry.
    $1k weekly Auto-Apply 60d+ ago
  • Express Interest: Account Manager

    Vantage Logistics 4.4company rating

    Relationship manager job in Fort Myers, FL

    Vantage Logistics is not currently hiring for this role, but we are continuing to grow and adding new positions every week. Please apply via this listing to express interest in the role. When an opportunity arises, we will contact applicants who have expressed interest here. At Vantage, an Account Manager is an employee who continuously manages customer accounts, maintains customer relationships, provides excellent customer service, and can always add value. Account Managers hold thorough knowledge of third-party logistic companies, represent the company's brand, and are always customer focused. What You'll Do: Run reports through the internal TMS (Mcleod) Customer account oversight and management Understand the prospect to customer lifecycle Self-starter in lead generation through creative avenues- Including external websites, social media platforms, and lead generating systems Understand how to pursue prospects Understand how to provide value to customers and prospects to gain a larger platform for sales Conduct sales calls with new prospects to develop relationships and continuously update the CRM to build your own book of business Verify necessary information regarding customers, including sales, customer freight, and required carrier information Maintain customer relationships and expand customer base to eventually own accounts Negotiate with customers and prospects rates for lanes opportunities Communicate with sales and management team any account updates Thorough understanding of the logistics market to provide competitive pricing to customers Communicate and provide solutions to customers for issues that arise with their freight Make outbound calls and take inbound calls Know when management needs to be involved Abide by the company policies and procedures Qualities of an Account Manager: Self-Motivated Financially Driven Proactive Communicative Personable Flexible Organized and Detail Oriented Problem-Resolution Expert Disciplined Team Player Ability to Multitask Vantage's Ideal Candidate: Vantage's ideal candidate is someone who understands the value of a third-party logistics company with operational and sales experience. Someone who is looking for a fast-paced environment and to pursue the next step in a company that provides a career path. Someone who is a self-starter, has the ability to multi-task, and is financially motivated. Requirements and Skills: High School Diploma or equivalent education Preferred 1-2 years minimum of Account Management experience in the supply chain industry Experience in a fast-paced environment CRM, TMS and Microsoft Office experience Exceptional written and verbal communication Negotiation skills and tactics
    $40k-65k yearly est. 60d+ ago
  • Account Manager - State Farm Agent Team Member

    Dean McConville-State Farm Agent

    Relationship manager job in North Port, FL

    Job DescriptionBenefits: Simple IRA Life insurance Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Dean Mcconville - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.
    $39k-67k yearly est. 30d ago
  • Specialty Account Manager, Auvelity (Sarasota, FL)

    Axsome Therapeutics, Inc. 3.6company rating

    Relationship manager job in Sarasota, FL

    Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
    $47k-71k yearly est. 10d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in North Port, FL?

The average relationship manager in North Port, FL earns between $43,000 and $108,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in North Port, FL

$68,000
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