Relationship manager jobs in Oregon - 531 jobs

At the Commerce Bank of Oregon, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships. The Commerce Bank is seeking a seasoned Depository Relationship Manager to join our Portland, OR team . This role is responsible for originating and managing a portfolio of accounts while cultivating new client relationships and expanding existing ones. The ideal candidate will possess deep expertise in Treasury and Depository Services and Commercial Banking strategies, with a strong focus on business development and client retention. Essential Functions: Provides a full range of Depository products and services to businesses with an emphasis on client relationship development, sales, and service. Responsible for providing industry specific knowledge and experience in managing a portfolio of deposit business clients, bringing in new relationships, and expanding current / existing portfolio. Risk management is a significant part of the depository portfolio management. Develops prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Manages the portfolio from a balanced perspective on sales, efficiency, risk, and profitability. Contacts prospective customers to present information on banking services such as deposit accounts, lending, treasury management and wealth services. Determines prospects/customers' financial needs and presents solutions to sell bank services. Responsible for timely and adequate preparation of relationship reviews and recommendations to the appropriate bank partners. Performs such functions as outbound prospecting calls, conducting prospect/customer interviews, facilitating depository accounts, credit requests, and referring prospects to other business units and cross-selling other bank services. Other duties as assigned. Qualifications: Requires a Bachelor's and 4+ years experience with finance, banking, including bank products and deposit or other directly related experience. A combination of education and experience may meet requirements. Extensive knowledge of financial products, banking regulations, risk and deposit associated financial strategy and customer development. Strong customer service and problem-solving skills and demonstrated ability to work with customers in a consultative manner. Excellent verbal and written communication skills and strong presentation skills. Benefits: Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 401(k) plan, competitive compensation in line with work experience. Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within Tuition Reimbursement for qualifying employees Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. Salary ranges from $120,000-146,000 per year dependent on experience

* Candidate must reside in MST or PST state* Say hello to opportunities. It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contact Center and AI-powered adjacencies. We invest more than $250 million annually to ensure our AI-enabled technology and platforms meet or exceed the needs of our customers. RingSense AI is our proprietary AI solution. It's designed to fit the business needs of our customers, orchestrated to be accurate and precise, and built on the same open platform principles we apply to our core software solutions. This is where you and your skills come in. We're currently looking for: The Customer Success Manager serves as the direct support function to some of RingCentral's most valued and high-profile customers. As a critical piece of our land and expand efforts you will be a point person for our larger customers and will interface and orchestrate internal efforts with acquisition, implementation, technical support, etc. You will be positioned as a subject matter expert and all-around resource for servicing client's needs. To succeed in this role you must meet the following requirements: Develop strong customer relationships and serve in the role of RingCentral trusted partner. Proactively drive adoption across RingCentral's multiple product technology stack to ensure customers are maximizing ROI. Ensure customer satisfaction: facilitate QBRs, execute on mutual success plans, address technical demands, engage appropriate resources to ensure issues are being handled and escalated in a timely matter. Mitigate churn risk and protect portfolio MRR growth. Maintain and grow monthly recurring revenue for RingCentral's most valued customers. Project Management - quarterback internal and external initiatives. Act as sales liaison, build internal relationships to help drive growth expansion inside of the account, manage partner relationship to better support premium RingCentral customers. Partner cross-functionally with support, professional services, sales and marketing segments to create customer success that drives positive customer satisfaction and account growth. Execute and build out an Adoption strategy through consistent weekly, bi-weekly or quarterly business reviews to have a proactive approach with the account base. Desired Qualifications: 3 to 7 years plus of direct and verifiable major accounts-level customer success experience. Proven track record of success with a verifiable history of exceeding customer satisfaction and adoption goals. Driven by personal, team and company achievement with a commitment to excellence. Possess that rare blend of technical expertise and sales acumen wrapped in a strong customer-centric mentality. Strong analytical, problem-solving and dot-connecting skills with the ability to develop quick, accurate situational awareness. Enterprise-ready, solution-oriented mindset to understand and solve complex customer issues. Experience and comfort interacting with and influencing C-level executives. Strong communication skills - written and verbal - with understanding of situational best practices. Excellent presentation skills - from small to large audiences. Ability to lead, manage or influence both internal RingCentral resources as well as customer resources to achieve successful outcomes. Experience with VoIP technology, Contact Center technology and terminology including SIP, RTP, QoS, COS, and codecs preferred. Knowledgeable in advanced network troubleshooting and terminology including LAN/WAN, Routers, Firewalls, Switches, PBX deployment, TCP/IP (IPv4) preferred. BS or equivalent education and relevant experience What we offer: Comprehensive medical, dental, vision, disability, life insurance Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits 401K match and ESPP Paid time off and paid sick leave Wellness programs including 1:1 coaching and meditation guidance Paid parental and pregnancy leave and new parent gift boxes Family-forming benefits (IVF, Preservation, Adoption etc.) Emergency backup care (Child/Adult/Pets) Parental support for children with developmental and learning disabilities Pet insurance Employee Assistance Program (EAP) with counseling sessions available 24/7 Free legal services that provide legal advice, document creation and estate planning Employee bonus referral program Student loan refinancing assistance Employee perks and discounts program RingCentral's Global Service and Support team leads the post-sale experience for our customers-making sure their every need is met, and that they're able to use our products effectively and easily. As our customers' central point of contact, you'll champion their needs, share deep product knowledge, provide innovative solutions, and build relationships that show our customers what powering human connection really means. RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as a Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote and hybrid work options optimized for the ways we work and live now. About RingCentral RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone(MVP) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world. RingCentral is an equal opportunity employer that truly values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing reasonable accommodations for individuals with disabilities during our application and interview process. If you require such accommodations, please click on the following link to learn more about how we can assist you. If you are hired in Colorado, Nevada, Washington, California the compensation range for this position is between $70,700 and $113,000 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.

Company Overview: Founded in 1974, DeSantis Landscapes is a nationally recognized, award-winning landscape contractor known for its integrity, workplace culture and innovative sustainable practices. With over 150 team members working out of four Salem and Portland area branch locations, DeSantis Landscapes is widely seen as one of the premier destinations for landscape professionals in Oregon and SW Washington. We are currently seeking a skilled and client-focused Account Manager to join our team and nurture long-lasting relationships with our valued clients. Position Overview: As an Account Manager at DeSantis Landscapes you will be at the forefront of client interactions, responsible for managing and growing a portfolio of accounts. Your primary focus will be on understanding client needs, ensuring service delivery exceeds expectations, and identifying opportunities for upselling and cross-selling. The ideal candidate will possess excellent communication skills, a deep understanding of landscaping services, and a proven ability to foster positive client relationships. If you are a dedicated and proactive professional with a passion for client engagement and landscape maintenance, we invite you to apply for the Account Manager position. Your efforts will contribute to enhancing outdoor spaces and building lasting partnerships with our clients, further solidifying our position as a leader in the landscaping industry. To view complete job description please visit our website ************************** under employment opportunities.

Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology. We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers-delivering reliable connectivity and groundbreaking digital experiences. Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts-ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere. Where you will work: This individual may be based remotely preferably in the greater Seattle, WA or Portland, OR area with the availability to travel to the nearest office as needed. A Day in the Life of the National Channel Manager: Supports team with the evaluation and assessment, as to bid or no-bid, of wholesale opportunities. Ascertain and negotiate scope of work and pricing with Sales, Engineering and customer, as needed Work with SEs and Sales and Senior offer management team as needed to create offer content, written narratives for complex and non-standard offers and customer presentations. Create Quote documents and/or fill out RFP/RFQs as directed by Senior Offer Management. Identify, recruit, and manage key channel partners, and strategic alliances. Establish strong relationships with partners, providing support, training, and guidance to enhance their sales effectiveness. Collaborate with internal teams (Sales engineering, marketing, product development, and operations) to align sales initiatives with business objectives. Sales Support Supports team with Creating and Reviewing Contracts, ASRs and PONs. Responds to customers on Installs, Changes (Renewals/upgrades/etc) and Disconnects. Hands off to Senior OM team, Implementation, Sales and Account management as needed. Develop and execute a comprehensive channel sales strategy to drive revenue growth and market expansion. Monitor channel performance, analyze sales data, and implement strategies to optimize partner success. Suggest innovative incentive programs to drive partner engagement and sales growth. Stay informed on industry trends, competitive landscape, and emerging technologies to identify new opportunities. Develop and manage forecasting and reporting to ensure visibility into partner sales performance. Represent the company at industry events, trade shows, and partner meetings to strengthen brand presence. Other Duties As Assigned What You Bring to the Table: 5+ years of experience in channel sales, business development, or partner management within the telecommunications industry. Excellent analytical, verbal, written, presentation and Excel skills Ability to work with diverse teams to facilitate and achieve results Ability to communicate with management, team leaders, and customers Detail, quality and timeline-oriented Exhibits commitment, resilience, accountability and teamwork Familiarity with Microsoft Office applications Proven track record of achieving and exceeding sales targets through channel partnerships. Strong knowledge of telecom products and services, including wireless, VoIP, broadband, or enterprise solutions. Exceptional communication, negotiation, and relationship-building skills. Ability to develop and execute strategic sales plans with measurable success. Proficiency in CRM and sales analytics tools. Willingness to travel as needed to meet partners and attend industry events. Education: Bachelor's degree in Business, Marketing, Communications, or a related field or equivalent experience. We're Proud to Offer a Comprehensive Benefits Package Including: 401k retirement plan, with employer match Insurance options including: medical, dental, vision, life and STD insurance Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization Floating Holiday: 40 hours per year Paid Holidays: 7 days per year Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws Tuition reimbursement program Employee discount program *Benefits listed above are for regular full-time position Base Salary: The base salary range for this position is $80,000-$105,000 annually, plus opportunities for bonus, benefits and commission, if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. It is specific to Texas and may not be applicable to other locations. Commissions at plan: Targeted commissions at full attainment are sixty-thousand annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets. Our Mission Statement: * Take care of our customers * Take care of each other * Do what we say we are going to do * Have fun Diverse Workforce / EEO: Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered. Discrimination of any kind has no place here. We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business. FCO (For San Francisco Candidates Only): Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. CCPA Employee Privacy Policy (For California Candidates Only): Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

MAKE A DIFFERENCE AT OCHIN OCHIN is a nonprofit leader in health care innovation and a trusted partner to a growing national provider network, delivering the clinical insights and tailored technologies needed to expand patient access, strengthen care teams, and improve the health of rural and medically underserved communities. We are hiring for a number of new positions to meet increasing demand. When you choose to join OCHIN, you have the opportunity to continuously grow your skills and do meaningful work to help fulfill our vision of good health and well-being for everyone. At OCHIN, we value the unique perspectives and experiences of every individual and work hard to maintain a culture rooted in our values. Founded in Oregon in 2000, OCHIN employs a growing virtual workforce of more than 1,200 skilled professionals, working remotely across 49 states. We offer a generous compensation package and are committed to supporting our employees' entire well-being by fostering a healthy work-life balance and opportunity for professional advancement. We are curious, collaborative learners who strive to live our values every day. OCHIN is excited to support our continued national expansion and the increasing demand for our innovative tools and services by welcoming new talent to our growing team. Position Overview: The Account Manager - West serves as a strategic advisor and primary liaison between OCHIN and its member organizations in maintenance. This role is accountable for cultivating and sustaining executive-level relationships, leading member engagement efforts, and driving alignment between member needs and OCHIN services. Account Managers proactively identify opportunities for operational optimization, coordinate solution development across internal teams, and ensure a consistently high-quality member experience. They leverage data, documentation, organization and industry knowledge to assess performance, address service gaps, guide members through onboarding, system enhancements, and the transition to long-term maintenance. This role requires extensive cross-functional collaboration, advanced relationship-building skills, critical thinking, and the ability to lead complex member interactions across clinical, operational, financial, and technical domains. Essential Functions: Member Relationship Leadership & Strategic Partnership - Cultivate and maintain strong relationships with member executives and key stakeholders to ensure exceptional service delivery, alignment to OCHIN's mission, and long-term member satisfaction. Meeting & Engagement Management - Independently lead, organize, and facilitate recurring member check-ins, site visits, and ad hoc meetings, ensuring thoughtful follow-up, internal coordination, and accountability for outcomes. Business Planning, Analysis, & Coordination - Collaborate with members and internal teams to identify gaps in service, conduct business and technical analysis (including cost/resource modeling), introduce internal and external product and service owners, and develop action plans and solutions that support operational and strategic goals. Performance Monitoring & Documentation - Maintain accurate and timely account documentation, including meeting notes, action items, service history, CRM entries, and financial insights. Review KPIs to assess performance trends and drive continuous improvement. Cross-functional Collaboration Support - Partner across OCHIN departments, including project management and business development, operations, and finance to support new product onboarding, technology optimization, professional services, and the transition from stabilization to maintenance. Other duties as assigned. Requirements Strong understanding/knowledge of Acute Care/Ambulatory clinical operations and EHR (preferably Epic) is required Experience in healthcare Account Management, Business Development, or Customer Success Management preferred. Knowledge of Healthcare Information Technology, EPIC preferred. Knowledge of a Customer Relationship Manager [CRM] and Microsoft Office Software Suite preferred. Experience working with FQHC and CCN highly preferred Experience in creating, maintaining and enhancing member relationships at the executive level preferred. Ability to create and maintain accurate / accessible and organized documentation preferred Excellent and strong communication, listening and questioning skills. Ability to identify and partner (internally and externally) to offer new business solutions. Ability to effectively manage internal and external staff relationships, promptly reply to inquiries, ensure service level agreements are kept and manage expectations. Prior to moving forward to the team interview, all candidates are required to complete a 50-60-minute competency assessment. The assessment gives us insights into how your strengths, preferences, and work style align with the OCHIN's nine core competencies. It's not about passing or failing-it's about understanding fit and setting you up for success. Base Pay Overview OCHIN uses broadened pay ranges to support equitable and market-aligned compensation practices. The final offer will be based on a variety of factors, including relevant skills, certifications, education, experience, training, responsibilities, internal equity, and market data. Physical Requirements/Work Environment: Constant interpersonal skills, teamwork, and customer service. Frequent creativity, mentoring, presentations, and teaching. Occasional decision making and independent judgment or action. Reading, speaking, writing, and understanding English. While performing the duties of the job, the employee is regularly required to sit for long periods of time; stand and walk; use hands to finger, handle or feel; reach with hands and arms. This position requires a virtual home-office environment, working remotely. The role routinely uses standard office equipment such as computers and mobile devices. Travel of up to 75% (in designated territory) is required to support OCHIN's business requirements for go-live installations, service and operational collaboration, relationship management or training which may require travel by air, vehicle, or train. Work Location and Travel Requirements OCHIN is a 100% remote organization with no physical corporate office location. Employees work remotely from home and many of our positions also support our member organizations on-site for new software installations. Nationwide travel is determined based on OCHIN business needs. Please inquire during the interview process about travel requirements for this position. Work from home requirements are: Ability to work independently and efficiently from a home office environment High Speed Internet Service It is a requirement that employees work in a distraction free workplace Travel up to 75% (in designated territory) is required nationally for on-site Go Live support based on business requirements for OCHIN We offer a comprehensive range of benefits. See our website for details: career COVID-19 Vaccination Requirement To keep our colleagues, members, and communities safe, OCHIN requires all employees-including remote employees, contractors, interns, and new hires-to be vaccinated with a COVID-19 vaccine, as supported by state and federal public health officials, as a condition of employment. All new hires are required to provide proof of full vaccination or receive approval for a medical or religious exemption before their hire date. Equal Opportunity Statement OCHIN is proud to be an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills for the benefit of our staff, our mission, and the communities we serve. As an Equal Opportunity and Affirmative Action employer, OCHIN, Inc. does not discriminate on the basis of race, ethnicity, sex, gender identity, sexual orientation, religion, marital or civil union status, age, disability status, veteran status, or any other protected characteristics. All aspects of employment are based on merit, performance, and business needs. #LI-Remote Salary Description Min- $77,235 - Max $143,737 Salary Description Min- 77,235 - $143,737

Ready to turn strategy into results? Join us as the force behind our Foodservice sales success. In this highâ€'impact leadership role, youâ€TMll drive growth, profitability, and market expansion by developing and executing smart, dataâ€'driven sales strategies. With over 45 yearsâ€TM experience delivering nourishment to communities across the West coast, Charlieâ€TMs Produce is a leading produce distributor to restaurants, grocery stores, institutions, and wholesalers. As the Foodservice Sales Manager, youâ€TMll lead a talented sales team toward ambitious revenue, margin, and budget goals while fostering strong, longâ€'term customer partnerships. Collaborating closely with other internal teams, youâ€TMll ensure seamless alignment and operational excellence that elevates the customer experience and strengthens our competitive position. If you thrive in a fastâ€'paced environment where results matter and leadership is handsâ€'on, this is the opportunity to make your mark. Who We Are: Charlie's Produce is a privately owned wholesale produce company. We are the largest privately owned produce wholesaler on the West Coast, and we are growing. The secret to our success in this industry is PEOPLE! We strive to hire the best and we reward them with a working environment that fosters loyalty, stability, innovation, and growth. Charlieâ€TMs was founded in quality, and we are proud that it is still our focus. With a team of dedicated people who are passionate about food, supply chain, and their community we are looking for like-minded individuals to help further our goal to enhance our communities through quality produce. What We Offer: An amazing company culture!Medical/Dental/Vision on the first of the month following hire.ESOP (Profit Sharing) and 401(k).Paid vacations, paid holidays.Coverage under State Sick Leave.100% Prepaid College Tuition for employees and their dependents.Employee assistance program (EAP). Additional Compensation Details: Potential 90-day performance-based raise Bonus eligible Yearly review with possibility of increase based on performance and tenure Do you have the skills to fill this role Read the complete details below, and make your application today. The Role The Foodservice Sales Manager drives growth, profitability, and market expansion of the divisionâ€TMs Foodservice Sales department. This resultsâ€'focused role leads the development and execution of sales strategies, delivers accurate performance forecasts, and ensures consistent, highâ€'quality execution across all departmental processes. The Foodservice Sales Manager leads, coaches, and supports the sales team in achieving revenue, margin, and budget targets while building strong, longâ€'term customer partnerships. This position collaborates closely with Transportation, Operations, Finance, and other internal teams to ensure alignment and operational efficiency. Through effective crossâ€'functional coordination, this role helps enhance the customer experience, strengthen market competitiveness, and drive sustainable business growth across the organization. Essential Responsibilities Include but Not Limited To: Strategic Sales Leadership: Drive divisional sales growth by setting clear targets, shaping strategic action plans, and leading forecasting and budgeting processes that support longâ€'term business goals.Business Development: Identify and pursue new business opportunities, conduct market and pricing analysis, and develop customerâ€'focused programs that strengthen competitive position and expand revenue streams.Team Leadership and Performance Management: Mentor, train, and coach the sales team to build capability, accountability, and a consistent highâ€'performance culture while managing performance across key metrics.Customer Experience and Relationship Management: Build and sustain strong customer partnerships by addressing needs, resolving service issues, and delivering highâ€'quality support that enhances relationships and supports longâ€'term business growth.Operational Awareness: Maintain onâ€'theâ€'ground visibility into warehouse operations to ensure product quality and availability, escalating issues promptly to protect the customer experience. Required Skills and Experience Minimum of five (5) years of sales management experience in the produce, grocery, or foodservice industry.Proven track record of driving sales growth and profitability.Strong strategic, analytical, and independent thinking skills.Demonstrated ability to build, mentor, and lead high-performing sales teams.Experience developing and executing sales strategies and business plans.Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and Tableau.Ability to manage change and implement new programs effectively.Excellent verbal and written communication skills.Strong planning, organizational, and attention-to-detail skills.Safe driving record with proof of insurance.Ability to work flexible hours and travel up to 50%. Preferred Skills and Experience Bilingual in English and Spanish All your information will be kept confidential according to EEO guidelines. This is a safety-sensitive position. This employer participates in E-Verify and will provide the Social Security Administration and if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. We do not provide H1-B sponsorships at this time. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individualâ€TMs qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. For additional protected privacy information please visit: Privacy Policy | Charlie's Produce ( ) Charlie's Produce is an Equal Opportunity Employer Visit our Employment Page for more details or to view our privacy center: Recruiters - DO NOT CONTACT! xevrcyc PandoLogic. Keywords: Sales Manager, Location: Clackamas, OR - 97015

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. We are seeking a highly motivated Commercial Relationship Manager to drive growth in our Commercial and Industrial (C&I) vertical. The ideal candidate will have a strong background in the greater Portland market, exceptional networking skills, and a proven track record of high production in the C&I space. The salary for this role will be between $101,992 and $162,987. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.” ESSENTIAL DUTIES: Develop a prospecting list and a calling program to solicit new business relationships. Manage and grow a portfolio with a focus on new business development, primarily within the greater Portland area. Build and leverage community connections to enhance new business acquisitions. Underwrite financial packages provided to determine if loan requests meet Bank credit policy. Work closely with Credit Analysts and Portfolio Managers to prepare and present a Credit Memorandum to appropriate approval level for new loan request. Negotiates terms and approval conditions with prospective borrower. Work closely with Portfolio Managers to manage existing loan portfolio ensuring risk ratings are appropriate; financial information is current; loan covenants are monitored, and loan payment delinquencies are minimal. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Term Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes all laws and regulations that relate to commercial lending. Additional duties and responsibilities: Projects professionalism in both appearance and attitude when dealing with customers in order to present a positive Riverview Community Bank image. Coordinate, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. Work with Portfolio Manager (PM) and Commercial Loan Assistant (CLA) in managing the relationship portfolio and provide mentoring and guidance to the PM and CLA to improve their career path trajectories. Other duties may be assigned. RELATIONSHIPS: Maintain strong working relationship with Commercial Loan Team Leader, peers in the lending area, retail banking and other support areas to build a team effort. Maintain close contact with customers to ensure that service levels are appropriate and seek new loan opportunities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Bachelor's degree; business, finance or related field preferred, seven or more years of commercial lending experience, strong credit and analytical skills, excellent communication and sales skills, and knowledge of bank services; or equivalent combination of education and experience. Commercial and Investment lending experience strongly preferred. SKILLS: Ability to communicate with borrowers and build strong relationships. Ability to read, analyze, and interpret credit related journals, bank lending policy, or governmental regulations. Ability to write concise credit memorandums and other business correspondence. Ability to effectively present loan proposals and respond to questions from managers, loan committees and clients in a professional manner. Ability to work with mathematical and financial concepts such as Global Cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve day to day problems and deal with a variety of issues that may arise in working with borrowers with minimal supervision. Ability to understand loan structure that protects the bank and increases probability of borrower repaying loan is essential. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer and keyboarding skills. Basic skills associated with the general use of business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position

Are you passionate about building and maintaining high-network 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 JPMorgan Chase 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 JPMorgan Chase, 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 Portland, OR 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. 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: *********************************************************************

Are you passionate about building and maintaining high-network 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 JPMorgan Chase 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 JPMorgan Chase, 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 Portland, OR 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. **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: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Portland, OR: $150,000.00 - $150,000.00 / year

Portland, Oregon;Lake Oswego, Oregon **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 **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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Company Overview: Founded in 1974, DeSantis Landscapes is a nationally recognized, award-winning landscape contractor known for its integrity, workplace culture and innovative sustainable practices. With over 150 team members working out of four Salem and Portland area branch locations, DeSantis Landscapes is widely seen as one of the premier destinations for landscape professionals in Oregon and SW Washington. We are currently seeking a skilled and client-focused Account Manager to join our team and nurture long-lasting relationships with our valued clients. Position Overview: As an Account Manager at DeSantis Landscapes you will be at the forefront of client interactions, responsible for managing and growing a portfolio of accounts. Your primary focus will be on understanding client needs, ensuring service delivery exceeds expectations, and identifying opportunities for upselling and cross-selling. The ideal candidate will possess excellent communication skills, a deep understanding of landscaping services, and a proven ability to foster positive client relationships. If you are a dedicated and proactive professional with a passion for client engagement and landscape maintenance, we invite you to apply for the Account Manager position. Your efforts will contribute to enhancing outdoor spaces and building lasting partnerships with our clients, further solidifying our position as a leader in the landscaping industry. To view complete job description please visit our website: ************************** under employment opportunities.

JobID: 210684000 JobSchedule: Full time JobShift: Base Pay/Salary: Portland, OR: $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-network 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 JPMorgan Chase 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 JPMorgan Chase, 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 Portland, OR 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. 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: *********************************************************************

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 Shift: 1st shift (United States of America) Hours Per Week: 40

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. Job Responsibilities: + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. Qualifications: + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Are you passionate about building and maintaining high-network 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 JPMorgan Chase 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 JPMorgan Chase, 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 Portland, OR 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. 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: *********************************************************************

Portland, Oregon;Lake Oswego, Oregon **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 **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.