Multi-Specialty Account Manager - Findlay / Lima, OH
Relationship manager job in Lima, OH
Territory: Findlay / Lima, OH - Multi-Specialty
Target cities for territory are Lima and Findlay - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Centered on the I75 corridor from south of Bowling Green to Troy. West to the Indiana border and east along a line from Fremont/Bucyrus/Marion/Marysville to Springfield.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Psychiatry Account Manager - Cleveland East, OH
Relationship manager job in Cleveland, OH
Territory: Cleveland East, OH - Psychiatry
Target city for territory is Cleveland - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Willoughby, Mentor, Conneaut, Ashtabula, Chardon, Middlefield, Mayfield Heights, Cleveland Heights and Beachwood
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic and outstanding communication skills
Must be computer literate with proficiency in Microsoft Office software
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Previous experience within a specialty product sales force
Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder
Documented successful sales performance
Ownership and accountability for the development and execution of fully integrated account plans
Strong analytical background, and experience using sales data reporting tools to identify trends
Experience in product launches
Previous experience working with alliance partners (i.e., co-promotions)
Strong leadership through participation in committees, job rotations, panels and related activities
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $137,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Private Client Relationship Manager
Relationship manager job in Toledo, OH
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyNurse Account Manager
Relationship manager job in Columbus, OH
Dozee Health AI is a pioneer in Contactless Remote Patient Monitoring (RPM) and AI-based Early Warning Systems (EWS). Founded and headquartered in Bengaluru, India, Dozee has emerged as India's no. 1 RPM company. Now, Dozee aspires to be the global market leader in this transformative field, reshaping how healthcare is monitored
As we expand into the US market, Dozee is poised to tackle the nation's escalating healthcare challenges with our state-of-the-art RPM technology. With a proven track record, we are on a mission to save a million lives with Health AI.
We are seeking driven, visionary individuals to join us on this pivotal journey. As part of our dynamic team, you'll have the opportunity to collaborate with top healthcare institutions across the United States, applying AI-powered RPM solutions to tackle some of the most pressing challenges in healthcare-enhacning staff efficiency, improving patient outcomes, and pioneering the next generation of care models.
Responsibilities:
Account Management
Facilitate product installation and replacement by coordinating with the device installation team.
Manage the account handover process from the sales team and drive project implementation. Conduct daily checks for device health and resolve issues
Create and implement clinical protocol
Training and Education
Provide comprehensive on-job training for nursing staff, housekeeping personnel, and administrative teams on product usage.
Train staff on new product features and drive adoption.
Patient Care and Monitoring
Ensure new patients are on boarded through a tele-calling process with physicians.
Implement alert management protocols, including acknowledgement, validation, and escalation.
Conduct monthly patient data reviews with the nursing director.
Visit each monitored patient at least once a fortnight, updating notes on the RCM platform
Reporting and Compliance
Implement and present monthly Clinical Governance Reports to facility leadership.
Attend weekly reviews and planning sessions with the Zonal Account Manager.
Ensure compliance with all required processes, including activity logging and medical notes.
Collect and report information on competitor activities within allocated accounts.
Qualifications:
Registered Nurse (RN) or Licensed Vocational Nurse (LVN) certification required.
Strong clinical background in skilled nursing or long-term care settings.
Excellent communication and interpersonal skills.
Proficiency in healthcare technology and electronic health records.
Ability to work independently and as part of a team.
Preferred Skills:
Experience with remote patient monitoring systems.
Knowledge of healthcare compliance and data protection standards.
Project management skills.
Sales Manager
Relationship manager job in Sunbury, OH
Newman Roofing Company, based in Central Ohio since 1992, has established itself as the region's most trusted roofing contractor. Known for expert craftsmanship and exceptional customer service, Newman Roofing prioritizes the needs and safety of families and communities. Offering reliable roof repair and replacement solutions, the company is dedicated to delivering high-quality, durable services, backed by a commitment to excellence and customer satisfaction.
Role Description
This is a full-time, on-site role for a Sales Manager located in Sunbury, OH. The Sales Manager will lead and manage sales operations by developing effective strategies to meet revenue objectives and strengthen customer relationships. Daily responsibilities include leading the sales team, setting achievable sales goals, monitoring performance, analyzing sales data, and maintaining strong customer relationships. Additionally, the Sales Manager will collaborate cross-functionally with teams to ensure seamless sales operations and deliver optimal client solutions.
Qualifications
Minimum 3 years of proven experience in sales management position
Strong leadership and team management experience with the ability to mentor and motivate sales teams
Excellent communication, negotiation, and relationship-building skills
Experience analyzing sales metrics and using data-driven decision-making methods
Ability to work independently and handle on-site responsibilities effectively
Background in the construction or roofing industry is a plus
Bachelor's degree in Business Administration, Sales, Marketing, or equivalent professional experience
Client Relationship Manager (2025-3172)
Relationship manager job in Cincinnati, OH
The Client Relationship Manager (CRM) position is within Prolink's Operations and Sales departments and partners with key stakeholders to manage client fulfillment, retention, and growth by providing a world class experience to direct local, direct national, or VMS account(s).
RESPONSIBILITIES
● Act as a liaison between each account and internal stakeholders to ensure high levels of client satisfaction
● Retain and grow volume within existing accounts
● Provide support to set fulfillment team goals
● Perform simple financial calculations and implement simple cost-saving strategies
● Seek support to conduct basic competitor research and analysis
● Coordinate client QBRs and internal client meetings
● Achieve performance targets for a portfolio size up to $100 million with up to 100 Talent on Assignment (TOA) as defined through weekly, monthly, quarterly, and annual metrics
● Perform other related duties as assigned
REQUIREMENTS
● Willing and able to travel as needed
● 2+ years of experience in staffing industry
● Knowledge of staffing industry business models and trends
● Basic understanding of financial management, workforce solutions, and data-driven decision-making
● Excellent communication, relationship building, and customer service skills
● Able to learn new concepts and effectively apply them
● Able to work with others to solve problems
● Able to be flexible and adaptable to meet tight deadlines, deliver results, and quickly pivot based on shifting priorities in a fast-paced work environment
● Able to use a variety of business or technical programs to complete tasks
● High level of integrity, motivation, accountability, perseverance, and alignment with Prolink's values
PREFERENCES
● Sales or account management experience
● Familiarity with vendor management and applicant tracking systems
Candidates with additional and relevant experience, education, licensing, or certification beyond the role's requirements and/or specific to the nature of Prolink's business will be given additional consideration in the candidate selection process. If all minimum requirements are met, candidates with unique and/or diverse qualifications will also be given additional consideration.
Internal Job ID: 296
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by federal, state, or local law. For more information, please review our policy and resources HERE.
Pharmacy Relationship Manager
Relationship manager job in Akron, OH
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
Client Relationship Manager III
Relationship manager job in Wilmington, OH
At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia.
Job Summary
The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations.
Responsibilities
Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively.
Work directly, professionally and collaboratively with operations team, client, product,
implementation and other cross-functional teams as required to meet the client's needs.
Provide proactive communication to client related to operations status updates, as well as product and software enhancements.
Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation.
Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's).
Monitor customer satisfaction levels. Continually maintain awareness of client's business needs.
Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report
notable concerns to leadership and provide suggestions for resolution.
Effectively lead calls with assigned client's and cross functional team members.
Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis.
Review and update Audit Results weekly/monthly.
Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns.
Client Invoice/Credit Review.
Ensure service modifications and enhancement requests are thoroughly vetted and outlined.
Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation.
Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies.
Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures.
Provide coverage of responsibilities in the absence of team members, peers or management.
Establish cadence and facilitate client meetings.
Perform other duties as assigned or needed.
Travel is required.
Position is hybrid work in office/home
Salary Range
$77,000 - $115,700
Client Relationship Manager (CRM)
Relationship manager job in Columbus, OH
Client Relationship Manager (CRM) and Duties Job Description
The CRM serves as the primary client contact for new and existing maintenance and enhancement clients within the Maintenance division. This role involves communicating contract specifications to the Maintenance Production Manager and collaborating with the Maintenance team(s) to ensure services are performed profitably with high client satisfaction. The CRM is responsible for the necessary follow-up and follow-through to consistently deliver exceptional client experience, maintain quality control, and facilitate renewals. Additionally, the CRM recommends and sells enhancements regularly to meet the property's needs and increase client satisfaction. In addition, the CRM is responsible for qualifying and selling new maintenance prospects.
Core Responsibilities (Accountability Chart)
Renewals
New Maintenance/Enhancement Sales
Quality Control/QSA's
Enhancement opportunities
Client Interface/Owns client experience
Duties Client Interface/Owns Client Experience
Develop strong, positive relationships with RLG clients through clear, proactive, and consistent communication. Become a trusted advisor, focusing on meeting client needs and providing candid feedback on client relationships, including the clients' perceptions of the product and service. Maximize client retention through proactive engagement and exceptional service.
Coordinate, conduct, and facilitate client transitions from Install to Maintenance
Prepare and present proposals professionally, adhering to company standards
Ensure all proposals are prepared and approved prior to client presentations
Respond promptly to all client inquiries and requests for proposals. Responses are provided the same day if received before 5:00 PM; otherwise, before 10:00 AM the following business day (5/10 rule)
Maintain records and tracking of all proposals in progress with timely follow-ups to maximize sales opportunities
Aggressively pursue all open proposals
Maintain the Aspire database of current, prospective, and past clients to support marketing and sales efforts
Expectations - Onsite expectations for client properties
Properly document each visit in Aspire, including:
Arrival time
Site Audit results
Properly document issues and assign them to the correct individual/department
Warranty issues identified with remedy
Quality issues identified
Log enhancement opportunities in an Aspire Opportunity with appropriate follow-up tasks created
Renewals
In Aspire, prepare pricing, generate proposals, and deliver renewal proposals to all current Maintenance clients. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined.
Expectations
Renewal rate goal = 95%
Provide renewal proposal and obtain client's signature according to the following:
Sent to clients
Snow = August
Maintenance = September
Signed by clients
Snow = October
Maintenance = November
Enhancement Sales
An Enhancement project is an additional landscape project for a new or existing client that the Maintenance Enhancement Team can perform without the Installation Team's involvement.
In Aspire, prepare pricing, generate an enhancement proposal, and deliver it to the client. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined.
Expectations
Revenue Goal = 50% of contract maintenance goal
All proposal follow-ups must be logged in Aspire on the Opportunity record
Quality Control/QSA's
Ensure all contracted services meet or exceed RLG standards and client expectations. Proactively inspect properties and identify problems in the landscape before clients do. Communicate to appropriate parties any problem areas and work to find an immediate resolution. Define a solution that addresses the client's needs and is within budgetary parameters.
Make recommendations regarding qualifying or disqualifying warranty work. Coordinate the completion of warranty work per contract or instructions from the Maintenance Production Manager.
Expectations
Visit client properties based on groupings
Complete the appropriate quality site audit
Success Behaviors
Client-centered and focused
Energetic self-starter demonstrating initiative
Excellent communication and interpersonal skills
Strong organizational and time management skills
Consultative sales approach focused on solving issues for clients
A keen eye for detail
Results and action-oriented
Effective problem-solving skills
Ability to handle adversity
Performs and demands excellent quality in their work and from others
Technically competent and skilled
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Auto-ApplyBranch Relationship Manager
Relationship manager job in Columbus, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities
Lead, plan and manage branch financial performance
Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training.
Inspire each member of the branch team to achieve performance excellence and create lasting member relationships.
Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired
Recruit, retain and hire talent based on business needs
Conduct quarterly and annual performance evaluations for all direct reports
Build lasting member relationships internally and externally to contribute to achieving branch results
Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events.
Communicates openly with team and possesses the ability to make tough decisions.
Manage and lead staff to conduct branch operations in accordance with our policy and procedures
Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events
Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members
Manage and correct member complaints and handle all escalated items.
Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable
Open deposit and lending accounts and complete maintenance for existing and new members when applicable
Other job duties and functions as assigned by leadership
Responsible for all branch operations and audits.
Ensure proper timekeeping for all branch staff.
Manage & Lead Staff to conduct Branch Operations.
Ensuring branch has all the necessary marketing and supplies to operate.
Ensures proper branch cash levels are maintained by managing cash delivery/shipment.
All scheduling done efficiently and effectively to accommodate member needs
Responsible for branch performance in all metrics, including, but not limited to:
Sales performance
Member service
Operational efficiencies
Manage employee development and training effectively
Ensure on-the-floor marketing materials are current.
Ensure all necessary reporting is updated.
Inform and update staff regarding new marketing promotions.
Attend training/meetings as required by management.
Lead meeting, as necessary, with branch employees.
Complete all necessary reporting as required by management
Mentor, coach, and motivate other team members (new and existing).
Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups.
Builds and maintains a dynamic culture.
Completes performance reviews bi-annually, as directed by Telhio Leadership.
Qualifications:
High School Diploma/Equivalent (Required)
Associates degree (Preferred)
3-5 years leadership experience (Required)
6-8 years of Retail Banking experience (Required)
1-3 years of Business Banking experience (Preferred)
Notary License (Upon hire/ Required)
NMLS Designation (Upon hire/ Required)
Demonstrates in depth knowledge of financial products and banking regulations
Demonstrates strong member advisory skills
Demonstrates experience with/broad understanding of personal and commercial financial solutions
Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability.
What you will earn:
Competitive salary
Opportunity to earn incentive and bonus
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
Additional financial incentive programs for employees enrolled in our insurance
6% matching and immediately vested 401(k) plan
Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands:
The physical demands described here 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 enable individuals with disabilities to perform the essential functions.
This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds.
This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer
Partner - Wealth Solutions & Global Indian Clients
Relationship manager job in Delhi Hills, OH
Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
* Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
* Manage the portfolio to de-risk against attrition and achieve stability of book.
* Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
* Serve as the one-point contact to the High Net Worth customers of the Bank
* Sales
* Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
* Achieve the Targets set in terms of product mix
* Induction of all new customers brought in by the Branches & Direct Sales team.
* Achieve "best in class" productivity in order to maximize the efficacy of the sales process.
* Achieve the budgeted cross sell targets.
* Aggressive Sales call plans to acquire large prospective customers through referrals.
* Ensure coverage of customer base in accordance with the approved contact plans.
* Coordinate customer events for the cluster along with the product team
* SALES MIS
* Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
* Maintain and update customer information on WMS
* SERVICE
Key Responsibilities
* NPS & Customer management
* Ensure that NPS is at least in second quartile as compared to peers
* Use the online CMP system diligently and achieve > 75% of their require customer contact each month
* RISK MANAGEMENT & COMPLIANCE
* Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
* Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
* Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
* Read, understand and comply with all provisions of the Group Code of Conduct.
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
* Serve as a Director of the Board
* Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Other Responsibilities
* Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).
Skills and Experience
* Good Interpersonal Skills
* Customer and Service Orientation
* Banking knowledge
* Management Information Skills
* Competitive awareness & benchmarking
* Excellent communication, interpersonal & relationship building skills
* Able to pick up new concepts quickly
* Able and excited about going out to meet new customers
* Coordinate customer events for the cluster along with the product team
* Aggressive Sales call plans to acquire large prospective customers through referrals.
Qualifications
* Graduate/ Post Graduate, consistent academic career
* Extensive sales experience (2 to 5 years)
* Sales focused and highly target oriented
* Able to pick up new concepts quickly
* Able and excited about going out to meet new customers
* Competitive awareness & benchmarking
* Excellent communication, interpersonal & relationship building skills
* Banking knowledge
* Management Information Skills
* Good Interpersonal Skills
* Customer and Service Orientation
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
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Business Relationship Manager _ Large Aerospace Customer
Relationship manager job in Cincinnati, OH
This position is part of TCS's IoT and Digital Engineering Service Line, focusing on Managing a arge relationship, ensure Customer Delight and mine account for driving business growth for arge Aerospace Customer. The candidate would build excellent Client Relationship, Manage rogram expectations in collaboration with Delivery teams, Engage in account mining activities to enable growth as per expectations and build partnerships for services spanning product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, managing Account level P&L, Opportunities mining and shaping proposals while collaborating with cross-functional teams to identify / build solutions for business opportunities and enhance value for clients.
Key Responsibilities:
* Lead, Grow and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services.
* Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships.
* Monitor account performance, lead business reviews, and support relationship management to expand service footprint, specifically in a Large Relationship.
* Drive account mining, identify opportunities towards pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients.
* Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership.
* Represent the company at industry events and build visibility through thought leadership and client engagements
Must-Have Skills:
* Strong domain experience in Aerospace Industry
* Proven Account Management and Client relationship experience in US Region, specifically in managing a large relationship
* Exceptional communication and stakeholder management skills.
Qualifications:
* Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of large relationship and account management
* Experience and deep domain knowledge in Aerospace Industry
* Experience of positioning offerings, developing and presenting proposals, value propositions, business cases and complex deal structuring.
* Strong technical skills with ability to engage customers with "consultative selling" is essential.
* Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry.
Salary Range: $130,000-$162,000 a year
#LI-KR2
Commercial Bank- Product- United States- 2026 ReEntry Program
Relationship manager job in Columbus, OH
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
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 Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
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.
Auto-ApplyCommercial Banker
Relationship manager job in Cleveland, OH
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.
Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyCommercial Banker
Relationship manager job in Cleveland, OH
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyPharmacy Relationship Manager
Relationship manager job in Dayton, OH
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
Client Relationship Manager (CRM)
Relationship manager job in Columbus, OH
Client Relationship Manager (CRM) and DutiesJob Description
The CRM serves as the primary client contact for new and existing maintenance and enhancement clients within the Maintenance division. This role involves communicating contract specifications to the Maintenance Production Manager and collaborating with the Maintenance team(s) to ensure services are performed profitably with high client satisfaction. The CRM is responsible for the necessary follow-up and follow-through to consistently deliver exceptional client experience, maintain quality control, and facilitate renewals. Additionally, the CRM recommends and sells enhancements regularly to meet the property's needs and increase client satisfaction. In addition, the CRM is responsible for qualifying and selling new maintenance prospects.
Core Responsibilities (Accountability Chart)
Renewals
New Maintenance/Enhancement Sales
Quality Control/QSA's
Enhancement opportunities
Client Interface/Owns client experience
DutiesClient Interface/Owns Client Experience
Develop strong, positive relationships with RLG clients through clear, proactive, and consistent communication. Become a trusted advisor, focusing on meeting client needs and providing candid feedback on client relationships, including the clients' perceptions of the product and service. Maximize client retention through proactive engagement and exceptional service.
Coordinate, conduct, and facilitate client transitions from Install to Maintenance
Prepare and present proposals professionally, adhering to company standards
Ensure all proposals are prepared and approved prior to client presentations
Respond promptly to all client inquiries and requests for proposals. Responses are provided the same day if received before 5:00 PM; otherwise, before 10:00 AM the following business day (5/10 rule)
Maintain records and tracking of all proposals in progress with timely follow-ups to maximize sales opportunities
Aggressively pursue all open proposals
Maintain the Aspire database of current, prospective, and past clients to support marketing and sales efforts
Expectations - Onsite expectations for client properties
Properly document each visit in Aspire, including:
Arrival time
Site Audit results
Properly document issues and assign them to the correct individual/department
Warranty issues identified with remedy
Quality issues identified
Log enhancement opportunities in an Aspire Opportunity with appropriate follow-up tasks created
Renewals
In Aspire, prepare pricing, generate proposals, and deliver renewal proposals to all current Maintenance clients. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined.
Expectations
Renewal rate goal = 95%
Provide renewal proposal and obtain client's signature according to the following:
Sent to clients
Snow = August
Maintenance = September
Signed by clients
Snow = October
Maintenance = November
Enhancement Sales
An Enhancement project is an additional landscape project for a new or existing client that the Maintenance Enhancement Team can perform without the Installation Team's involvement.
In Aspire, prepare pricing, generate an enhancement proposal, and deliver it to the client. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined.
Expectations
Revenue Goal = 50% of contract maintenance goal
All proposal follow-ups must be logged in Aspire on the Opportunity record
Quality Control/QSA's
Ensure all contracted services meet or exceed RLG standards and client expectations. Proactively inspect properties and identify problems in the landscape before clients do. Communicate to appropriate parties any problem areas and work to find an immediate resolution. Define a solution that addresses the client's needs and is within budgetary parameters.
Make recommendations regarding qualifying or disqualifying warranty work. Coordinate the completion of warranty work per contract or instructions from the Maintenance Production Manager.
Expectations
Visit client properties based on groupings
Complete the appropriate quality site audit
Success Behaviors
Client-centered and focused
Energetic self-starter demonstrating initiative
Excellent communication and interpersonal skills
Strong organizational and time management skills
Consultative sales approach focused on solving issues for clients
A keen eye for detail
Results and action-oriented
Effective problem-solving skills
Ability to handle adversity
Performs and demands excellent quality in their work and from others
Technically competent and skilled
Must Have
Highly organized
Strong desire to serve
Ability to build relationships that create trust
Outgoing
Nurturing
Observant
Active listener
Inquisitive - ask good questions
Self-starter/managed
Good communicator - verbal/written
Follows processes & procedures
Advocate for the client
Nice to Have
Horticulture knowledge
In field experience (maintenance PHC)
Account management experience
Can't Have
Negative attitude
Sales first mindset
Me first attitude
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Business Relationship Manager
Relationship manager job in Dublin, OH
The responsibilities for the BRM will include P&L growth, Customer Satisfaction, and Employee Satisfaction of the portfolio. All of the delivery and operations teams for the portfolio will belong to the BRM. * Define the long-term approach/ plan for the portfolio and execute the plan with quarterly and monthly KPIs.
* Stakeholder Management - building and managing client relationships at the VP, and SVP level.
* Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction
* Work closely with customer-side decision makers for upselling and cross selling all service lines such as Data and Analytics, AI, Application Development and Maintenance Services, Digital, BPO, Enterprise Solutions (Pega, Salesforce, Oracle), Infrastructure & cloud.
* Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis.
* Define and execute the portfolio specific plan for building new relationships and elevating the TCS brand.
* Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs)
* Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments.
* Identifying and mentoring team members into future leaders within the account and beyond.
* Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders.
* Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments.
Qualifications:
* Experience with rapid growth in accounts and experience in global delivery model.
* Prior experience of managing a P&L in a leadership role is a must.
* Experience of Sales role in Healthcare or distribution/Retail Industry
* Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer.
* Ability to work with different teams in various service lines and functions, across various time zones
* Willingness to travel per business needs
Salary Range: 117,600 - 162,400 a year
#LI-MM6
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Relationship manager job in Columbus, OH
JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
Auto-ApplyBusiness Banking Relationship Manager
Relationship manager job in Ohio
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity.
Position Summary: The Business Banking Relationship Manager (BBRM) - Is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening member relationships. Key responsibilities include supporting growth and profitability of the small business member base, working collaboratively with retail team members identifying, developing, and driving results, and acquiring new member opportunities through prospecting, networking, and developing external referral sources. Job expectations include selling and servicing business products including loan originations, deposit products, merchant services, business credit cards and ancillary services for business members under the following guidelines - Lend up to $750,000 aggregate exposure per relationship. A complete understanding of all loan products and operational procedures is essential. The BBRM, must be highly organized and detail oriented. Written and verbal communication skills are essential along with the ability to work under pressure within a deadline driven environment. Must be able to work independently with little supervision.
Responsibilities:
Review loan applications and forward to Underwriter within 24 hours
Reviews loan application information for completeness
Verifies receipt of Personal Financial Statement
Verification of Personal Tax returns
Verification of Corporate Tax returns
Other documents as needed
Submit the loan file to underwriting
Business Lending Production and Cross Selling the following products:
Merchant Services
Business Credit Cards
Mortgage/ Consumer Loan Referrals
New Business Account and Deposit Growth
Business/ Personal Insurance Policy
Deposit Accounts and related Services
Work with 3rd party vendors on product updates and training
Properly document all referral services and member interactions in the following computer programs/system:
Encompass
Sageworks (Relationship and Portfolio Management)
Workflow Management
CIP
Tickler review
Participate in industry related meetings and events
Represent the credit union in the community on various boards, committees, seeking out networking and other business opportunities
Marketing, Prospective Cold Calling on Medium to Large Employers and/or Affinity Groups
Performs other duties as assigned
Complies with all policies and standards
Qualifications:
Bachelor's degree in Business Administration, Accounting or Finance (Preferred)
1+ years of experience as a Branch Manager or equivalent role with a focus on community relationship-building (Required)
1+ years of experience in any capacity within the lending process (Required)
1-3 years Business Loan Administration (Preferred)
Ability to read and understand bank, financial statement and tax return documents.
Will Need to travel to different branches and member locations for appointments - Estimated travel 30% (Typically all in Ohio)
Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.
What you will earn:
Competitive Pay (base salary + commission)
Benefits: several medical plan options, dental, free vision, free life insurance and free disability insurance
100% paid paternity leave
Additional financial incentive programs for employees enrolled in our insurance
6% matching and immediately vested 401(k) plan
10 paid holidays and generous paid time off plan for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship program
Volunteer opportunities impacting the local community
Physical Demands
The physical demands described here 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 enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally.
This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer