Relationship manager jobs in Novato, CA

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Location: San Francisco, CA Job Responsibilities: Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements. Requirements: College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at ************************** Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role Client Partner will manage a portfolio of existing clients within the High Technology Industry. P&L responsibility typically in the $30M-$70M portfolio range Accountable for revenue growth, client satisfaction, and overseeing delivery excellence. Work at the intersection of business transformation and digital innovation (i.e: modernization, transformation, Applications, Cloud, AI-enabled insights, and digitization) to clients. Responsibilities Nurture client relationships Foster Business Development efforts Serve as the primary relationship leader for client stakeholders. Qualifications Bachelor's degree or higher; IT Services or Management Consulting account management experience Track record managing High-Technology clients. Experience in building CXO-level relationships and developing large proposals. Note Work from home when not a client site Pay range and compensation package Competitive pay, as a full-time employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Equal Opportunity Statement Important Note: Our client is unable to provide immigration sponsorship for this role at this time. Candidate must be visa independent.

Berkeley, CA | Full-Time | On-Site Compensation: $100,000 - $130,000 per year Key Responsibilities: Lead and mentor a team to achieve performance, quality, and service goals. Set clear expectations, provide regular feedback, and ensure accountability through coaching and evaluations. Motivate, train, and develop team members to perform at their highest potential. Oversee daily operations, including scheduling, workload distribution, and adherence to processes. Foster open and consistent communication with clients, strengthening long-term partnerships. Engage directly with clients via email, phone, and virtual platforms, managing escalations and complex service issues. Monitor and assess team communications to ensure a high level of customer experience. Collaborate with leadership to implement process improvements and drive team performance. Communicate effectively across departments to support client needs and continuous improvement. Qualifications: Minimum 5 years of experience in a customer service or experience management role. Proven ability to lead, coach, and hold a team accountable to defined performance standards. Strong leadership presence with a focus on team development and consistent follow-through Excellent problem-solving, decision-making, and interpersonal skills. Experience with ERP systems preferred. Exceptional written and verbal communication skills. Search managed by: Carly Dilworth Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to: *********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

BuildingPoint Pacific has a need for a Customer Success Manager based at our San Leandro, CA location. The Customer Success Manager directs the day-to-day operations of the customer success team focused on providing customers with a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services and that will drive sales and increased revenue. This position is responsible for implementing strategies and processes that deliver consistent customer satisfaction through all phases of the customer lifecycle and that promote retention. The Customer Success Manager is also responsible for overseeing all operations of the BuildingPoint Pacific sales support department, including all sales support activities, sales support personnel, providing excellent support to customers and other departments with a focus on customer success, product training and product and application support. The Customer Success & Services Manager is also responsible for the growth and execution of the professional services we provide, such as Scanning and VDC Services. ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned. Operate as profit center and within scope of company mission statement; develop and monitor budget; act to control costs and reduce expenses; contribute and encourage the submission of cost improvement ideas. Oversee and establish revenue generating objectives, pricing and billing improvements. Ensures that customer onboarding processes are precisely executed to build a strong customer relationship foundation. Collects and responds to feedback with focused support for identified customer needs and challenges. Promote, grow and execute professional services such as training, scanning and VDC services. This includes managing our services personnel and all projects where we are involved. Collaborates with sales, vendors, and other customer-facing functions to deliver solutions and tools. Acts as the voice of the customer with internal teams to provide solutions, product enhancements, and other actions to ensure customer success. Maintain good customer relations; intercede to help resolve problems and enhance relations; assist with warranty claims as needed. Establish customer training programs and curriculum. Review and modify Service and support agreements. Be a driving force in customer success objectives. Review and improve on current process and procedures, including but not limited to training and overall team efficiency. Maintain strong relationships with our manufacturers such as Trimble Work with the BPP sales and admin teams on continued improvements. Supplement other marketing efforts; stimulate and promote use of company service capabilities; provide quotes where possible. Interview, hire, coordinate store orientation and training, discipline, and conduct performance and salary reviews of service employees; support affirmative action; ensure adherence to company policies, rules and regulations; maintain a high level of productivity and morale. Conduct safety meetings, accident investigations, and train department personnel on safe work procedures. Maintain and ensure safe and healthful working conditions as set forth in facility safety program. Maintain liaison with Sales management and communicate frequently with other area managers. Keep current on technical aspects of function and on relevant company, BPp, Peterson and Trimble policies and procedures. Supervise assigned office staff; oversee accomplishment of clerical functions and maintenance of files and records; maintain control over on-line systems; maintain enough stock of office and promotional supplies to allow for efficient and effective business. Communicate with customers concerning service activities including reviewing jobs, explaining invoices, identifying needs for future repairs, and making maintenance recommendations. Verify customer credit and payment requirements prior to initiating work orders. Coordinate parts ordering and delivery as needed. Monitor department work in progress to ensure jobs are completed on time and to the highest quality standards. Keep current on service, repair, and modification procedures for all brands and models of products assigned to the department. Provide technical support and assistance for department activities including failure analysis. Provide on-the-job technical training to department technicians as needed and schedule formal training activities for department technicians. Oversee the inventory and maintenance of department tools, equipment, and supplies. Monitor and maintain department equipment and vehicles in good working order. Occasional travel required to branch stores, conferences, and seminars; Operate company or personal vehicle as needed. QUALIFICATIONS Bachelor's Degree from a fully accredited college in Business or other closely related field; and a minimum of four to seven years of directly related experience in sales management with front line sales experience in vertical construction technology, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. CERTIFICATES, LICENSES, REGISTRATIONS Maintain a valid driver's license with a satisfactory driving record.

Company: Triune Infomatics Inc. About Us Triune Infomatics is a 20-year-old IT staffing, consulting, and solutions firm based in Pleasanton, CA. We work with leading public and private sector clients across California and beyond. We take pride in our relationships, transparency, and people-first culture. Role Overview We are looking for a mid-level Account Manager (5-8 years of experience) who is a natural relationship builder, thrives in a people-focused environment, and has a strong “can-do” attitude. This is an onsite role in our Pleasanton office, Monday through Friday. The ideal candidate is a hunter and gatherer-someone who can both grow existing accounts and open new opportunities through strong client engagement, employee relationships, and persistence. Key Responsibilities Nurture and grow relationships with existing and past/dormant clients to uncover new business opportunities. Build strong relationships with Triune employees working at client sites to identify leads, referrals, and upcoming needs. Cross-sell and expand services within existing client accounts. Conduct outreach via cold calling, email campaigns, LinkedIn networking, and events. Convert leads into requirements, work closely with recruiters, and oversee candidate submissions. Maintain and track activities using CRM systems; leverage AI-based tools for prospecting and insights. Host periodic check-ins and engagement calls with clients and employees to build trust and maintain retention. What We're Looking For 5-8 years of experience in account management, sales, or business development-preferably in IT staffing, IT consulting, or professional services. Strong people skills-someone who genuinely enjoys building relationships, listening, and connecting dots. Proven experience in hunting and farming-acquiring new business while growing existing accounts. Comfortable with cold calling, prospecting, and initiating conversations. Experience using CRM platforms (e.g., HubSpot, Salesforce, Zoho) and familiarity with AI tools for lead generation or sales automation is a plus. Excellent verbal and written communication. Self-driven, resilient, and resourceful with a positive, proactive work ethic. Personal Style We Love ✔ A connector who builds trust with clients and employees. ✔ A problem solver who asks the right questions and finds opportunities. ✔ A self-starter who is disciplined, collaborative, and persistent. ✔ Someone who brings energy, professionalism, and a growth mindset. Why Triune? We offer a collaborative and supportive work culture. Direct exposure to executive leadership and decision-makers. Opportunity to shape accounts, relationships, and outcomes-not just follow a script. Competitive compensation, incentives, and long-term career growth.

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities Work cross functionally within the company to communicate with all stakeholders in customers' success Create and maintain relationships with customers to better understand and achieve their needs Make visits to our customers to identify opportunities for growth within our platform Manage all reporting about the health of customers' accounts Qualifications Previous account management experience Articulate and well accustomed to a client facing role Willingness and ability to travel

Job Title: Account Manager Industry: Landscaping / Commercial Services Pay: $70,000 - $80,000 About Our Client: Addison Group is hiring on behalf of our client, a leading commercial landscaping services company that provides design, development, maintenance, and enhancement solutions for a variety of clients. They pride themselves on delivering high-quality service and maintaining long-term client relationships. Job Description: We are seeking a hands-on Account Manager to serve as the primary contact for client accounts. This role focuses on relationship building, overseeing field operations, and ensuring the delivery of high-quality landscaping services. You'll drive client satisfaction, retention, and revenue growth while supporting and coaching field teams. Key Responsibilities: Serve as the main point of contact for assigned client accounts. Conduct regular site visits to monitor service quality and client satisfaction. Identify opportunities for enhancement projects and develop proposals. Resolve client issues and address concerns proactively. Partner with Operations and Branch leadership to ensure service expectations are met. Monitor account renewals, financial performance, and profitability. Support hiring, training, and coaching of field crews. Ensure compliance with all safety regulations and branch policies. Maintain accurate records in CRM systems and assist with administrative reporting. Qualifications: 3+ years of experience in customer service, account management, or leadership, preferably in landscaping or a related service industry. Associate's degree in business or related field, or equivalent work experience. Strong client relationship management and communication skills. Proven ability to lead, coach, and develop teams. Proficiency with MS Office and CRM systems. Valid driver's license Background and MVR checks required Additional Details: Reports To: Branch Manager Type: Full-time, On-site Schedule: 40 hours/week, standard business hours Start Date: Typically within 2-3 weeks of 1st interview Interview Process: 1st on-site with Branch Manager; 2nd virtual panel with leadership team Perks: Company vehicle option (fuel and insurance covered; $45/week deduction for personal use) Opportunity to manage and grow accounts within a leading landscaping organization Direct impact on client satisfaction and branch success Benefits (401k, Medical, Dental, Vision): PTO / Paid Time Off Health, Dental, and Vision coverage 401(k) retirement plan Employee stock purchase plan Health & wellness programs Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Details Experienced Walnut Creek 1 - Walnut Creek, CA Full Time $130000.00 - $150000.00 SalaryDescription Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are 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, disability, or veteran status.

You are customer focused, passionate about working with and supporting foreign-owned, e arly -s tage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, e arly -s tage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the localmarket including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. **Job Responsibilities** + Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance + Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate. + Lead the new business origination strategy for the local market in close coordination with local business banking teams + Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) + Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies + Leverage COI relationships to enhance outreach efforts and drive new client acquisition + Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities **Required Qualifications, Capabilities and Skills** + 5+ years of business development, commercial banking, or other relevant sales experience + Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking + Ability to build community and brand awareness in a dynamic market + History of planning and executing an events and content strategy + Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs + Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients **Preferred Qualifications, Capabilities and Skills** + Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience + A deep understanding of JPMorgan Commercial Banking products and services + Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners + Capable of operating independently and possesses excellent partnership, communication, and marketing skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $147,250.00 - $215,000.00 / year

We re looking for a Client Relationship Manager to join our team! Responsibilities Include Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they re deriving value from our offerings, all in a timely and professional manner Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank Collaborate with internal partners as needed to gain insights and information for proposal development Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship Facilitate the closure of deals, ensuring all parties are aligned on terms Monitor and analyze client performance metrics to track success and identify opportunities for improvement Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank Develop and execute strategies to retain clients, expand their engagement and drive revenue growth Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients What You ll Need to be Successful Customer Service respond promptly to customer needs Professionalism treat others with respect and consideration regardless of their status or position Service promptly respond to requests for service and assistance; meet commitments made to customers and other employees Initiative strive to continuously build knowledge and skills and share expertise with others Ambition looks for, and takes advantage of, new opportunities Collaboration ability to work well with other departments and individuals Impact create a good first impression, commanding attention and respect, showing an air of confidence Quality commitment to excellence and high standards Motivation set and achieve challenging goals Qualifications Bachelor s degree in business, marketing or related field, or equivalent experience (8 years) required 5+ years of experience as a Client Relation Manager or similar role required Proficiency using Profit Intel or similar CRM system preferred Why You Should Apply Full-time position with excellent compensation and benefits package Generous time off programs Bonus program Profit-sharing Discounted stock purchase program Excellent growth and development opportunities And much more! Pay Range (Salary): $95,000.00 - $100,000.00/year The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management. First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status. The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.

San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Position Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The **Private Wealth Market Client Relationship Manager** (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Key Qualifications for the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses + Series 3, 31 licenses, if warranted + Minimum 5+ years professional experience required + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Skills:** + Bachelor's degree or equivalent work experience **Additional Details:** Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities. **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role Client Partner will manage a portfolio of existing clients within the High Technology Industry. P&L responsibility typically in the $30M-$70M portfolio range Accountable for revenue growth, client satisfaction, and overseeing delivery excellence. Work at the intersection of business transformation and digital innovation (i.e: modernization, transformation, Applications, Cloud, AI-enabled insights, and digitization) to clients. Responsibilities Nurture client relationships Foster Business Development efforts Serve as the primary relationship leader for client stakeholders. Qualifications Bachelor's degree or higher; IT Services or Management Consulting account management experience Track record managing High-Technology clients. Experience in building CXO-level relationships and developing large proposals. Note Work from home when not a client site Pay range and compensation package Competitive pay, as a full-time employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Equal Opportunity Statement Important Note: Our client is unable to provide immigration sponsorship for this role at this time. Candidate must be visa independent.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in San Francisco, CA and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: * Strong oral and written communication abilities. * Strong math skills. * Strong interpersonal skills. * Strong business development techniques and cross-selling skills. * Ability to identify, analyze and handle credit requests. * Good organizational skills. * Good personal computer skills, ability to use Word and Excel. * Professional appearance, dress and attitude. We are 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, disability, or veteran status.

Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210692042 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $70,000.00-$135,000.00; Chicago,IL $70,000.00-$135,000.00; Boston,MA $70,000.00-$135,00.00; Los Angeles,CA $70,000.00-$135,000.00; San Franciso,CA $70,000.00-$135,000.00; Irvine,CA $70,000.00-$135,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Treasury Sales team is responsible for contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

You are customer focused, passionate about working with and supporting foreign-owned, early-stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early-stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate. Lead the new business origination strategy for the local market in close coordination with local business banking teams Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies Leverage COI relationships to enhance outreach efforts and drive new client acquisition Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities Required Qualifications, Capabilities and Skills 5+ years of business development, commercial banking, or other relevant sales experience Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking Ability to build community and brand awareness in a dynamic market History of planning and executing an events and content strategy Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients Preferred Qualifications, Capabilities and Skills Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience A deep understanding of JPMorgan Commercial Banking products and services Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners Capable of operating independently and possesses excellent partnership, communication, and marketing skills

You are customer focused, passionate about working with and supporting foreign-owned, early-stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early-stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate. Lead the new business origination strategy for the local market in close coordination with local business banking teams Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies Leverage COI relationships to enhance outreach efforts and drive new client acquisition Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities Required Qualifications, Capabilities and Skills 5+ years of business development, commercial banking, or other relevant sales experience Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking Ability to build community and brand awareness in a dynamic market History of planning and executing an events and content strategy Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients Preferred Qualifications, Capabilities and Skills Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience A deep understanding of JPMorgan Commercial Banking products and services Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners Capable of operating independently and possesses excellent partnership, communication, and marketing skills