Account Manager - Plumbing
Relationship manager job in Kansas City, MO
Do you believe no challenge is too complex to solve? You'll fit right in at U.S. Engineering. We deliver award-winning mechanical contracting, construction, service, and maintenance solutions with a focus on performance and innovation. Our team of skilled and collaborative professionals drives every project from preconstruction through final testing, always aligned with our clients' goals.
Account Manager
The Account Manager is a vital part of the U.S. Engineering team that is responsible for sales and operations activities. Oversees all aspects of the service business for specific customers. It is the responsibility of the Account Manager to cultivate existing customer relationships, maintain and enhance service agreements, identify and sell additional service repair work, and work closely with other service team members to provide value to U.S. Engineering Company customers.
Principal Duties and Accountabilities:
Overall responsible for account management, and customer satisfaction for specified customers.
Responsible for selling, managing, and the renewal of preventative maintenance and other service agreement offerings for specified customers.
Responsible for developing the appropriate repair approach, estimating repairs / services, and presenting proposals to specified service agreement customers.
Manages all assigned accounts to achieve sales plan volume and profitability goals.
Responsible for identifying, qualifying, managing, and executing solutions / special projects for specified customers.
Surveys and generates proposals for Planned Maintenance Agreements and Projects leveraging technical experts for estimating and identifying the best customer solution.
Identifies opportunities for future service work / projects. Responsible for networking internally and externally to pursue opportunities.
Works with the operations team to ensure project is delivered as proposed.
Continuous customer engagement of assigned accounts to include problem solving, proposal generation, qualifying and selling quoted repair or project solutions, selling additional lines of service, and identifying additional work opportunities to maximize value to customer base.
Provides technical and estimating support as needed for sales team within assigned region.
Ensures customer expectations are consistently met or exceeded. Service Account Managers support the invoice approval process for assigned accounts and House accounts as identified.
Education:
Bachelor's Degree in Construction Management or HVAC not required, but a plus or equivalent years of experience.
Experience:
In-depth knowledge of HVAC and/or PLUMBING systems as well as servicing of those systems.
Equivalent combination of field and relevant leadership experience will be considered.
Minimum of 6 years of relevant experience is required. This could include any of the below, or a combination of:
Project management, service management, and sales within commercial and industrial environments in the mechanical construction industry.
Field experiences servicing and/or installing HVAC and/or PLUMBING systems.
Knowledge, skills, and abilities:
Knowledge of mechanical service and construction industry practices, processes, and standards - including systems design, installation, and servicing.
Must possess technical knowledge of HVAC systems, as well as a basic knowledge of plumbing systems (Will be required to also manage plumbing accounts).
Ability to maximize performance of project team through innovative and effective management techniques.
Superior communication and interpersonal skills, such as diplomacy, persuasion, etc… are essential to develop and foster effective professional relationships.
Time management and organizational skills.
Basic level of financial acumen necessary to manage project budget / performance.
Knowledge of the following computer programs: MS Word, Excel.
Strong problem-solving, negotiation, and conflict-management skills.
Physical and/or travel demands:
Routine daily driving to customer account sites required.
Infrequent overnight travel may be required, based on customer account assignments.
Physical demands include walking on uneven surfaces, climbing ladders, bending, kneeling, and lifting. Position includes sitting and standing, use of telephone, keyboard, and computer monitor.
Benefits and Compensation:
The range for this position has been established at $91,000 to $128,000 per year and is U.S. Engineering's good faith and reasonable estimate at the time of the posting. The compensation offered to the finalist selected for this role will be based on a variety of factors, including but not limited to internal equity, experience, education, specialty, and training. Compensation for this role includes a base salary complemented by commission opportunities based on the Account Manager's individual sales performance and attainment of sales targets
Your total compensation will go beyond the number on your paycheck. Team members are eligible for a year-end bonus based on company and/or individual performance as well as paid time off. An industry-leading benefits package, including health, dental, and vision plans, matching retirement contributions, and matching 529 contributions all add to your bottom line.
This position will be posted until December, 22nd 2025. To apply, please visit ****************************************************
Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status.
U.S. Engineering is an Equal Employment Opportunity Employer and shall provide equal employment opportunities to all people in all aspects of employer-employee relations, without regard to race, color, creed, national origin, religion, sex, age, sexual orientation, gender identity, disability or veteran status.
U.S. Engineering is compliant with the Drug Free Workplace Act, and all offers of employment are contingent upon the completion of a pre-employment drug screen.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees so classified. U.S. Engineering reserves the right to revise as needed. The job description does not constitute a written or implied contract of employment.
Commercial Relationship Manager
Relationship manager job in Leawood, KS
The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio.
Duties & Responsibilities
* Developing new business and prospects and generate business loans through referrals, business calls, and community involvement.
* Analyzing customers' financial data, structure and negotiate credit transactions, and perform ongoing credit management.
* Servicing existing customer relationships to maximize profitability.
* Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
* Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
* Assist other lines of business with business development.
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Strong sales and customer service skills
Ability to:
* Generate revenue at 10/5/5 - Level I
* Analyze and interpret numerical data
* Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
* Make independent and difficult decisions within parameters of the Bank's loan policies
* Originate new procedures and approaches to problems
* Perform duties under frequent time pressures
Education and Training:
* Requires Bachelor's degree with an emphasis in Accounting or Finance.
* Requires 2 or more years of banking, finance, or sales related experience.
* Six months or more credit analysis experience required.
* Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $123,000.00 - $160,000.00 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyPharmacy Relationship Manager
Relationship manager job in Overland Park, KS
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Client Manager - Water/Wastewater
Relationship manager job in Overland Park, KS
Kansas City, MO; North Kansas City, MO; Overland Park, KS ** We are Olsson, a team-based, purpose-driven engineering and design firm. Our solutions improve communities, and our people make it possible. Our most meaningful asset is our people, and we are dedicated to providing an environment where they can continue to learn, grow, and thrive. Our entrepreneurial spirit is what has allowed us - and will continue to allow us - to grow. The result? Inspired people, amazing designs, and projects with purpose.
**Job Description**
Olsson offers its clients a full spectrum of water and wastewater services, including a complete line of planning, design, permitting, and construction phase services. Maintaining water quality is Olsson's number one concern, and we are able to respond to a broad set of client demands in a timely and cost-effective manner.
The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs.
**Primary Responsibilities:**
+ Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans.
+ Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client.
+ Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects.
+ May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services.
+ Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service.
+ Manages client expectations and negotiates outcomes.
+ Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions.
**Qualifications**
**You are passionate about:**
+ Working collaboratively with others.
+ Having ownership in the work you do.
+ Using your talents to positively affect communities.
**You bring to the team:**
+ Strong communication skills.
+ Ability to contribute and work well on a team.
+ Bachelor's degree in engineering or a related area is preferred.
+ A minimum of eight years of client experience with increasing responsibility.
\#LI-RS1 #LI-Hybrid
**Additional Information**
Olsson is a nationally recognized, employee-owned firm specializing in planning and design, engineering, field services, environmental, and technology. Founded in 1956 on the very mindset that drives us today, we're here to improve communities by making them more sustainable, better connected, and more efficient. Simply put, we work to leave the world better than we found it.
As an Olsson employee, you'll receive our traditional benefits package (health care, vision, dental, paid time off, etc.), plus you'll:
+ Engage in work that has a positive impact on communities
+ Receive an excellent 401(k) match
+ Participate in a wellness program promoting balanced lifestyles
+ Benefit from a bonus system that rewards performance
+ Have the possibility for flexible work arrangements
**Please note:** The benefits listed above apply to full-time employees. If you're applying for an internship, you can learn more about internship-specific offerings and experiences at Olsson by visiting ********************************** .
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** .
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Client Experience Partner
Relationship manager job in Overland Park, KS
WellSky is seeking an enthusiastic and detail-oriented Client Experience Partner to support WellSky's Client Experience Center (CEC) program in alignment with organizational strategies. This role is ideal for someone eager to build a career in client engagement, operations, or event management within a leading technology company. You will play a key role in ensuring every client visit runs smoothly, supports our brand story, and delivers a world-class experience from start to finish.
The ideal candidate will demonstrate exceptional organizational skills and meticulous attention to detail, paired with outstanding interpersonal, communication, and presentation abilities. This role requires confidence in engaging with clients and executives, as well as proficiency in Microsoft Office, Teams, and scheduling tools such as Salesforce and Outlook. Success in this position hinges on the ability to manage multiple priorities effectively within a fast-paced, dynamic environment
Key Responsibilities:
Program Management
* Support CEC program goals, including creating program summaries, timelines and resource proposals, and operational budget requirements.
* Prepare presentation materials, branded collateral, and digital content for client engagements.
* Liaise with internal teams (Sales, Marketing, Solutions, Facilities, IT) to ensure smooth coordination and flawless delivery.
* Create and maintain accurate documentation, reporting, and auditing to support consistent CEC program operations and outcomes.
Continuous Improvement
* Gather feedback from clients, teammates, and internal stakeholders to identify ways to enhance the experience.
* Contribute ideas to improve CEC operations, client engagement, and storytelling.
* Stay informed about company products, technologies, and key messages to represent the brand confidently.
Event and Visit Support
* Assist with the planning and execution of client visits, hands-on product demos, and small events, including scheduling, catering, room setup, and technology preparation.
* Coordinate and support daily activities within the CEC, ensuring readiness for tours, demos, and meetings.
* Greet and host clients upon arrival, ensuring a professional and welcoming environment.
* Maintain the cleanliness, organization, and functionality of all client-facing spaces.
* Manage and maintain CEC supplies and inventory, including promotional materials, gifts, and refreshments.
Required Qualifications:
* Bachelor's degree in Marketing, Sales, Business, or a related field (or equivalent experience).
* Proficient in Microsoft Office, Teams, and scheduling tools (e.g., Salesforce, Outlook).
Preferred Qualifications:
* 1-2 years of professional experience, ideally in customer experience, marketing coordination, hospitality, or event support.
* Experience in a technology or innovation-focused environment.
* Familiarity with audiovisual systems, interactive displays, or demo technology.
* Creative mindset and passion for storytelling or brand experience.
Job Expectations:
* Willing to work additional or irregular hours as needed
* Must work in accordance with applicable security policies and procedures to safeguard company and client information
* Must be able to sit and view a computer screen for extended periods of time
WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.
WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.
Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.
Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:
* Excellent medical, dental, and vision benefits
* Mental health benefits through TelaDoc
* Prescription drug coverage
* Generous paid time off, plus 13 paid holidays
* Paid parental leave
* 100% vested 401(K) retirement plans
* Educational assistance up to $2500 per year
Commercial Relationship Manager
Relationship manager job in Overland Park, KS
What You'll Do: As a valued member of the broader Commercial Lending team, you will serve as the key banking advisor for commercial client relationships. You will build rapport with internal and external stakeholders and become a key player in an essential process of our bank. You will perform a wide variety of support functions for the Commercial Lending team. You will engage with internal and external customers while providing legendary service levels. Your strong combination of interpersonal, analytical, and decision-making skills makes you a valued resource and partner. This position will have the flexibility to be located at any of our Johnson County branches.
Key Accountabilities:
* Sales and Referrals
* Identify, attract and win new commercial relationships to grow the Bank's market share
* Serve as trusted advisor to the largest / most complex clients
* Achieve individual production goals for loans and deposits and core fee income
* Business Line Partnership
* Collaborates with business line partners to quickly respond to customer requests
* Develops and maximizes established referral network
* Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with internal partners
* Credit Administration
* Underwrite new and renewing C&I and CRE credit requests
* Experienced in interpreting and analyzing various types of financial statements to gauge financial growth
* Analyze business, industry, financial data and other supporting credit information
* Prepare timely, concise and accurate credit recommendations
* Spreads and / or ensures required financial statements are spread consistent with guidelines
* Working knowledge with structuring credit products to diverse industries with varying complexity
* Participates in assessing risk and all credit processes to ensure sound asset quality
* Community Involvement
* Champion and lead business development efforts by developing a clear / holistic understanding of the client's or prospect's business and industry
Central Bank Offers This:
* Competitive Salary; determined by experience and skills
* Comprehensive Benefits package that includes; 401(k) company match, Paid-Time Off (PTO), Volunteer Days Off (VTO)
* Paid Federal Holidays
* Tuition Reimbursement
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunity for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Bachelor's degree in finance, business, accounting or related field or equivalent experience
* At least 10 years banking experience and/or demonstrated production in the commercial industry.
* At least 3 years of commercial underwriting / credit analysis experience or relevant lending experience
* Experience in various types of lending desirable including Agricultural, Construction, C&I, CRE, TRID, Charitable/Religious, Non-Profit, Tax-Exempt
* Working knowledge of credit enhancements including interest rate swaps, tax credits, SBA/FSA/USDA, and other guarantee programs
* Strong credit acumen and skills including accounting, financial statement, and cash flow analysis.
* Proven track record of success in developing new business and building a quality network resulting in a strong, growing portfolio with minimal exceptions and above average credit quality.
* Commitment to the organization's core values.
* Strong time management and organizational skills
Relationship Success Manager
Relationship manager job in Kansas City, MO
Job Title: Partner Success Manager
About the Role
As a Partner Success Manager on the Co-Counsel Partnerships team, you will play a critical role in building and nurturing relationships with our legal co-counsel partners. You'll serve as a strategic liaison, ensuring alignment between our organizational goals and those of our partners. Your work will directly impact the success of our collaborative legal initiatives and drive long-term value for all stakeholders. This person should be an entrepreneurial minded person with an interest in building successful revenue operations.
Key Responsibilities
· Serve as the primary point of contact for assigned co-counsel partners.
· Own the process for referrals through our internal system and third-party applications.
· Develop and execute partner success plans to ensure mutual growth and satisfaction.
· Collaborate cross-functionally with internal teams to support partner needs and resolve issues.
· Facilitate onboarding, training, and ongoing engagement for new and existing partners.
· Identify opportunities to expand partnerships and improve operational efficiency.
· Analyze partner and operational data to identify trends, risks, and opportunities.
· Manage and maintain accurate partner data across internal systems and tools to ensure data integrity and accessibility
Required Qualifications
· Bachelor's degree from an accredited college or university.
· Intermediate to Advanced Excel skills
· 2+ years of experience in partner management, client success, or a related field.
· Strong interpersonal and communication skills, with the ability to build trust and rapport.
· Proven ability to manage multiple relationships and projects simultaneously.
· Analytical mindset with a focus on data-driven decision-making.
Preferred Qualifications
· Experience working in or with legal services, law firms, or professional services.
· Experience in account management or sales.
· Familiarity with CRM systems and partner management tools.
· Ability to thrive in a fast-paced, collaborative environment.
Bilingual (English/Spanish) preferred, but not required
Compensation & Benefits
· Competitive base salary with bonus eligibility
· Little to no travel expectation
· Comprehensive health, dental, and vision insurance
· 401(k) with company match
· Paid time off and company holidays
· Professional development opportunities
· Hybrid work flexibility after proven capability
· Supportive and collaborative team culture
Auto-ApplyRelationship Manager IV - Corporate Banking
Relationship manager job in Kansas City, KS
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 01/30/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial .
Bonus Type Formula BasedSummary
The corporate banking team is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network. With a client-focused approach, the team ensures corporate executives achieve their financial goals efficiently and confidently.
Job Description
The Relationship Manager IV - Corporate Banking is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. Handles the largest, most profitable customer relationships within the dept. Provides subordinate officers with functional guidance.
Team Culture
Our team excels in collaboration and innovation, driven by integrity, excellence, and continuous learning. We build strong relationships and provide tailored financial solutions by leveraging our collective expertise. Our supportive work environment, characterized by open communication and teamwork, ensures every team member feels valued and empowered to contribute their best.
How You'll Spend Your Time
You will manage existing credit relationships by analyzing financials, monitoring covenants, and preparing compliance reports.
You will evaluate and negotiate loan proposals, prepare credit analyses, and present recommendations to the loan committee.
You will develop new business by engaging with current and prospective clients and promoting the bank's services.
You will resolve customer operational issues across departments to ensure smooth and efficient service.
You will serve as the primary contact for clients regarding all financial services offered by the bank.
You will investigate overdrafts and wire transfers, making informed decisions on approvals or denials.
You will participate in community and professional events to enhance the bank's image and grow your business network.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience.
Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
Advanced knowledge of accounting principles and practices
Demonstrated capacity to sell products/services within the financial services industry
Extensive understanding of credit underwriting, documentation, loan policy, and regulations
Extensive knowledge of financial analysis including ratio and trend analysis and projections
Specialized knowledge of specific markets in order to serve defined territories
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Good PC skills including knowledge of word processing and spreadsheet applications
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_********************* with any questions.
Easy ApplyClient Success Manager
Relationship manager job in Overland Park, KS
Full-time Description
Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to cutting-edge technology, exceptional support, and collaborative user experiences. We are driven by our passion for innovation, growth, and bridging communication gaps in a diverse world. If you're passionate about delivering technology-driven solutions and building lasting client relationships while contributing to client growth, Propio could be the ideal place for you.
The Client Success Manager will be responsible for managing a portfolio of accounts, with a primary focus on client retention (50%), supported by sales-based expansion (30%), and client operational support (20%). In this client-facing role, you will build and nurture trusted relationships while proactively identifying opportunities to upsell and expand services. You'll be instrumental in driving revenue growth through strategic account planning and by helping clients realize the full value of Propio's solution.
This role is located in our Overland Park, KS office and may require travel up to 20%.
Responsibilities:
Serve as the strategic point of contact for a large portfolio of clients, building and maintaining long-term relationships
Understand and articulate each client's needs, objectives, and policies related to effectively position Propio's services as solutions
Establish clear project parameters, quality standards, and communication tactics supporting the development of Client Success Administrators
Provide data-driven insights through reporting and analytics to support client engagement, performance improvement, and strategic decision-making
Identify and pursue expansion opportunities by upselling additional services and introducing new solutions aligned with client needs
Manage cross-functional projects with internal teams to ensure service excellence and operational alignment
Lead contract reviews, renewals, and negotiations with a focus on favorable terms, accurate pricing, and added value for the client
Maintain detailed documentation of client communications and service records using CRM platforms such as Salesforce
Resolve client inquiries related to billing, interpreter services, or quality concerns in a timely and professional manner
Act as a Propio ambassador by delivering in-person and virtual client presentations, performance reviews, and training sessions
Performs other responsibilities and duties assigned
Requirements
Qualifications
Bachelor's Degree or equivalent work experience
3+ years of prior account management, client success, or customer-facing experience, preferably in a B2B environment managing a large book of business
Demonstrated ability to grow accounts and contribute to revenue targets through upselling or consultative expansion
Strong communication (both written and verbal) and interpersonal skills with a customer-first mindset
Proven ability to analyze data and deliver insights that drive client action and satisfaction
Proficiency of Microsoft Office Suite (Outlook, Word, Excel, Access, PowerPoint); Salesforce and Power BI experience preferred
Strong organizational skills and ability to manage multiple priorities with attention to detail
Ability to work both independently and within a team to meet deadlines
A self-starter who thrives in a fast-paced team-oriented environment
#LI-RS1
Associate Client Partner Q2
Relationship manager job in Kansas City, MO
Job DescriptionSalary:
At Spotlight, its our mission to craft and sustain a successful analyst relations (AR) program for our clients and the Associate Client Partner plays a key role in championing the logistics necessary to meet our clients goals. You will be responsible for supporting a team of Client Partners and Client Executives, streamlining the operations and tasks required for a successful AR program.
Included in the role is the coordination, management, and reporting of the key activities for a client, working closely with a Spotlight Client Partner and Client Executive to collaborate on the clients program strategy. The ultimate goal of your day job is to become a trusted resource for client stakeholders. If you are not familiar with Analyst Relations, fear not. You will be properly trained and equipped to exceed in this role.
For each client you are assigned, it is important to handle your clients cadence with each of their targeted industry analysts.Successful Associate Client Partnerswill
Work with tight deadlines and/or have rapid responses to urgent opportunities.
Take a hands-on approach to work and be willing to dive in wherever is needed.
Be responsible for managing large projects with many different deliverables and due dates.
Help coordinate and support different client events.
Create and manage a database of clients shareable documents - e.g. different slide decks, case studies, speakers mapping etc.
Perform administrative tasks such as scheduling meetings with multiple parties, reviewing documents for accuracy, and helping to support meeting agendas and notes.
Have excellent grammar and copyediting skills.
Desired Skills & Experience:
Bachelor's degree OR 1-2 years of relevant work experience in business management, marketing, or related field.
An upbeat, fun, and engaging attitude.
Excellent communication skills and style, and ability to work with different audiences.
Typing skills are a must.
Ability to coordinate different deadlines across clients.
Works well and collaborates with teammates.
Associate Client Partners should have a stronginterest in the digital space but can come from a variety of different backgrounds, including corporate communications, public relations, and/or marketing.
Successful Associate Client Partners are promoted to Client Partners within 18-24 months.
We are a fun, smart, rapidly growing firm based in the Crossroads, and a six-time recipient of KC Business Journals Best Place to Work award. Learn more about Spotlight at spotlightar.com.
Expected start date is Q2 2026.
Spotlight is an equal opportunity employer.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Bank Relationship Manager/Commercial Lending Specialist
Relationship manager job in Liberty, MO
About the Role:
We are seeking a highly motivated Bank Relationship Manager to join our team in Kansas City, Missouri! This unique individual will be responsible for developing, managing and expanding client relationships as we grow our footprint in the Kansas City market. The Bank Relationship Manager will oversee all of the facility's retail operations, while providing support to the commercial lending team. The ideal candidate for this role will bring experience in commercial lending, supporting business development efforts, evaluating credit opportunities, and deepening relationships with commercial clients. Strong attention to detail and ability to multitask will be critical to your success in this role. This is an excellent opportunity to gain valuable experience in the banking industry and grow your career.
Responsibilities:
Provide day-to-day leadership, development and direction to branch staff, including bankers and tellers; Foster a culture of accountability, teamwork, and continuous improvement.
Ensure adherence to all bank policies, procedures, and regulatory requirements.
Drive branch performance goals in deposits, loans, service quality, and customer satisfaction; Oversee operational efficiency, risk management, and audit readiness.
Work closely with loan officers, underwriters, and other team members to ensure timely and accurate completion of loan applications and documentation; Assist loan officers with loan application and documentation preparation; Review loan files for completeness and accuracy
Communicate with borrowers and other parties to obtain necessary information and documentation
Build and maintain strong relationships with consumer and business clients; Identify opportunities to deepen relationships through cross-selling products and services.
Provide excellent customer service to internal and external customers.
Minimum Qualifications:
High school diploma or equivalent
1+ years of experience in a banking or lending environment
Strong attention to detail and organizational skills
Excellent leadership, communication and customer service skills
Proficiency in Microsoft Office
Ability to work independently and as part of a team
Strong problem-solving and analytical skills
Preferred Qualifications:
Associate's or Bachelor's degree in business, finance, or related field
Minimum 2+ years of banking experience, with at least one year in branch management or team leadership.
Experience with commercial lending, credit analysis, and relationship development.
Demonstrated knowledge of retail banking operations, compliance, regulations and customer service standards.
Benefits May Include the Following:
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Salary Range:
The salary range for this position is $60,000.00 - $85,000.00/year, depending on experience and qualifications. In addition to the base salary, compensation may include bonuses, benefits, and other incentives.
Auto-ApplyBank Relationship Manager/Commercial Lending Specialist
Relationship manager job in Liberty, MO
About the Role:
We are seeking a highly motivated Bank Relationship Manager to join our team in Kansas City, Missouri! This unique individual will be responsible for developing, managing and expanding client relationships as we grow our footprint in the Kansas City market. The Bank Relationship Manager will oversee all of the facility's retail operations, while providing support to the commercial lending team. The ideal candidate for this role will bring experience in commercial lending, supporting business development efforts, evaluating credit opportunities, and deepening relationships with commercial clients. Strong attention to detail and ability to multitask will be critical to your success in this role. This is an excellent opportunity to gain valuable experience in the banking industry and grow your career.
Responsibilities:
Provide day-to-day leadership, development and direction to branch staff, including bankers and tellers; Foster a culture of accountability, teamwork, and continuous improvement.
Ensure adherence to all bank policies, procedures, and regulatory requirements.
Drive branch performance goals in deposits, loans, service quality, and customer satisfaction; Oversee operational efficiency, risk management, and audit readiness.
Work closely with loan officers, underwriters, and other team members to ensure timely and accurate completion of loan applications and documentation; Assist loan officers with loan application and documentation preparation; Review loan files for completeness and accuracy
Communicate with borrowers and other parties to obtain necessary information and documentation
Build and maintain strong relationships with consumer and business clients; Identify opportunities to deepen relationships through cross-selling products and services.
Provide excellent customer service to internal and external customers.
Minimum Qualifications:
High school diploma or equivalent
1+ years of experience in a banking or lending environment
Strong attention to detail and organizational skills
Excellent leadership, communication and customer service skills
Proficiency in Microsoft Office
Ability to work independently and as part of a team
Strong problem-solving and analytical skills
Preferred Qualifications:
Associate's or Bachelor's degree in business, finance, or related field
Minimum 2+ years of banking experience, with at least one year in branch management or team leadership.
Experience with commercial lending, credit analysis, and relationship development.
Demonstrated knowledge of retail banking operations, compliance, regulations and customer service standards.
Benefits May Include the Following:
************************************
Salary Range:
The salary range for this position is $60,000.00 - $85,000.00/year, depending on experience and qualifications. In addition to the base salary, compensation may include bonuses, benefits, and other incentives.
Auto-ApplyClient Relationship Manager - Retail Alternative Investments
Relationship manager job in Kansas City, MO
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Client Relationship Manager - Retail Alternative Investments
Location: Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO; Dublin, OH; Dallas, TX | Hybrid
Get To Know the Team:
The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.
Why You Will Love It Here!
· Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
· Your Future: 401k Matching Program, Professional Development Reimbursement
· Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
· Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
· Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
· Training: Hands-On, Team-Customized, including SS&C University
· Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.
Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.
Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.
What You Will Bring:
Experience & Knowledge:
5+ years in retail alternative investments, especially in fund administration, or transfer agency operations, or investor servicing.
Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels.
Experience with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms (e.g., iCapital, CAIS).
Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.
Solid background in managing client relationships in a financial services or wealth management context.
Strong understanding of operational processes related to interval funds, non-traded REITs, BDCs, and other non-traditional fund structures.
Experience working within SLA-driven environments with exposure to operational risk and quality management.
Leadership & Interpersonal Skills:
3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.
Proven ability to collaborate with diverse teams across various functions, ensuring effective communication and service delivery.
Ability to manage priorities and coordinate resources across cross-functional teams to support client deliverables and resolve complex issues.
Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders.
Excellent communication skills with the ability to convey technical or operational process information to non-technical audiences.
Leadership or supervisory roles within a financial operations environment a plus.
Technical & Analytical Skills:
Experience with fund administration platforms, transfer agency systems, and performance reporting tools.
Ability to analyze data, interpret investor flows, and work with technical teams to enhance client services.
Strong computer proficiency in tools such as Microsoft Word, Excel, and Outlook, with the ability to navigate reporting systems.
Service Orientation & Problem Solving:
Strong service orientation with the ability to listen attentively to clients' needs and provide timely and effective solutions.
Ability to manage multiple priorities, meet deadlines, and handle time-sensitive commitments effectively.
Experience managing conflicts and persuading others to achieve positive outcomes.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.
The expected base salary for the position in MA is between $70,000 USD to $130,000 USD.
The expected base salary for the position in IL is between $100,000 USD to $155,000 USD.
In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.
Applications will be accepted on an ongoing basis until the position is filled.
#LI-RS1
#LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Colorado: Salary range for the position: $70,000 USD to $130,000 USD.
Auto-ApplyClient Engagement Manager
Relationship manager job in Kansas City, MO
Job Title
Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
Job Description
Key Responsibilities
Bid Strategy and Ownership
• Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
• Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
• Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
• Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
Onshore Workflow Management
• Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
• Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
• Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
• Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
• Monitor workload and capacity for the onshore team and escalate resourcing needs when required
Offshore Bid Support Coordination
• Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
• Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
• Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
• Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
Quality, Compliance, and Governance
• Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
• Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
• Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
• Track and manage version control for all bid documents
Client and Stakeholder Engagement
• Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
• Support or lead responses to client clarifications and follow up questions related to bids
• Coordinate and prepare materials for client presentations and orals when required
• Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
Performance Management and Continuous Improvement
• Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
• Identify trends and root causes that impact win rate, pricing discipline, and operational effort
• Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
• Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
Other Duties
• Perform other duties as assigned in support of client engagement, bid management, and operational excellence
Qualifications
• Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
• Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
• Experience in valuation, real estate, or a related advisory business strongly preferred
• Proven track record managing complex bids with multiple stakeholders and short timelines
• Experience working with offshore or shared service teams preferred
• Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
Skills and Competencies
• Strong project and workflow management skills with excellent attention to detail
• Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
• Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
• Comfortable working in a fast paced environment with competing priorities and frequent deadlines
• Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
• Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
Success Measures
• Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
• Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
• Strong alignment between bid commitments, operational delivery, and target margins
• Effective use of offshore resources with high quality, consistent bid outputs
#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield”
Auto-ApplyManager, PMO & Client Solutions
Relationship manager job in Lenexa, KS
This position reports directly into the IT director of Insurer & Employer Solutions and leads a team of project managers, project implementation specialists and technical account managers in the execution of client facing projects and key account technical support for the Insurer and Employer Solutions (IES) lines of business. Interface effectively with peers and partners across the IT organization including Development Teams, Quality Assurance, Application Support, the PMO, Process Management and Infrastructure. .
JOB RESPONSIBILITIES:
• Provide overall leadership to the team of project managers, implementation specialists and technical account managers to ensure timely delivery of client facing projects and top notch customer care for the largest ExamOne clients.
• Ensure adequate training for all team members.
• Support and coach the team by understanding the core businesses and environment as well as the technology solutions supporting them.
• Utilize, maintain and ensure the consistent use of appropriate project management disciplines, standards and methodologies.
• Interface effectively in key relationships including internal business partners, key external clients and IT peers including Development Teams, Application Support, the PMO, and leaders within the broader organization.
• Manage the demand and prioritization process for client facing projects in partnership with both business stakeholders and the process owners in IT.
• Ensure that the processes for project management, time reporting, and project portfolio reporting for IES IT are in alignment with both the IES business needs and the requirements of the organization.
• Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
This position reports directly into the IT director of Insurer & Employer Solutions and leads a team of project managers, project implementation specialists and technical account managers in the execution of client facing projects and key account technical support for the Insurer and Employer Solutions (IES) lines of business. Interface effectively with peers and partners across the IT organization including Development Teams, Quality Assurance, Application Support, the PMO, Process Management and Infrastructure. .
JOB RESPONSIBILITIES:
• Provide overall leadership to the team of project managers, implementation specialists and technical account managers to ensure timely delivery of client facing projects and top notch customer care for the largest ExamOne clients.
• Ensure adequate training for all team members.
• Support and coach the team by understanding the core businesses and environment as well as the technology solutions supporting them.
• Utilize, maintain and ensure the consistent use of appropriate project management disciplines, standards and methodologies.
• Interface effectively in key relationships including internal business partners, key external clients and IT peers including Development Teams, Application Support, the PMO, and leaders within the broader organization.
• Manage the demand and prioritization process for client facing projects in partnership with both business stakeholders and the process owners in IT.
• Ensure that the processes for project management, time reporting, and project portfolio reporting for IES IT are in alignment with both the IES business needs and the requirements of the organization.
• Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
ESSENTIAL SKILLS:
• Bachelor's degree
• 7+ years of IT management and/or program management experience, preferably with some Agile experience with both B2B and B2C projects
• PMI certification, preferred
• Extensive experience in development and execution of IT governance, project methodologies, procedures and processes
• Proven ability to build motivated, collaborative and productive cross functional teams
• Proven ability to effectively communicate verbally or in written form, with all levels of the organization, and able to influence a larger team to perform toward the same goal
• Excellent organizational and time management skills
• Highly analytical and methodical with strong problem solving ability on complex subjects
• Excellent written and oral presentation skills.
• Highly productive and resourceful, carries “Can do” attitude in approaching challenges, and a true self-starter
• Ability to work under pressure, managing competing priorities, and building a team of professional who can complete tasks on time within a fast paced environment.
• Demonstrated understanding of IT process and data related projects
• Ability to establish effective working relationships with associates, counterparts and external customers.
• PMI certification, preferred
Skills & Requirements
ESSENTIAL SKILLS:
• Bachelor's degree
• 7+ years of IT management and/or program management experience, preferably with some Agile experience with both B2B and B2C projects
• PMI certification, preferred
• Extensive experience in development and execution of IT governance, project methodologies, procedures and processes
• Proven ability to build motivated, collaborative and productive cross functional teams
• Proven ability to effectively communicate verbally or in written form, with all levels of the organization, and able to influence a larger team to perform toward the same goal
• Excellent organizational and time management skills
• Highly analytical and methodical with strong problem solving ability on complex subjects
• Excellent written and oral presentation skills.
• Highly productive and resourceful, carries “Can do” attitude in approaching challenges, and a true self-starter
• Ability to work under pressure, managing competing priorities, and building a team of professional who can complete tasks on time within a fast paced environment.
• Demonstrated understanding of IT process and data related projects
• Ability to establish effective working relationships with associates, counterparts and external customers.
• PMI certification, preferred
Account Manager
Relationship manager job in Lenexa, KS
At Corbion, we exist to champion preservation in all its forms, preserving food and food production, health, and our planet.
Join Corbion's innovative preservation sales team as an Account Manager partnering with meat, poultry, and culinary customers. Leverage your industry knowledge and superior client relationship skills to develop opportunities with assigned key accounts. Focus will be on growing current accounts as well as developing new customers and new channels that would benefit from the Corbion portfolio of solutions. We value innovation, teamwork and advancing sustainability. Together we will shape a strong future for you, our company and our customers.
Our customers are our partners, engaging to the highest level of contribution possible through consistent interaction, resource fulfillment, project collaboration, and creative innovation. Your responsibilities include determining appropriate methods to support significant levels of new & existing business development while managing and supporting all aspects of customer relationships.
The Ideal Candidate Brings:
Proven success in negotiation and solution-based selling.
Demonstrated expertise in meat, poultry, culinary, or pet food applications.
Strong understanding of functional ingredients, especially clean label solutions for food safety and preservation.
Familiarity with ingredients such as antioxidants and their role in these applications is highly valued.
Essential Functions:
Secure business with emphasis on products and/or product development within core capabilities. Develop, plan and implement strategic selling plans, qualify customer targets, and achieve sales objectives.
Manage partnership of existing major national accounts. Lead efforts to become a critical supplier for new products, explore new uses for current products, expanding our position and value to customers.
Collaborate with internal teams (marketing, consumer insights, R&D) to identify and deliver new product ideas and collaborate on trends, innovation and product uses.
Conduct business reviews with accounts and develop opportunities to increase sales.
Requirements:
Bachelor's Degree in Food Science or related degree preferred.
Proven success selling to, negotiating, and managing National/Key/Global accounts, ideally within the meat, poultry or food industry.
Strong technical aptitude with ability to explain the “why.”
Create and present compelling sales presentations.
Ability to analyze data and appropriately apply it to increase sales.
Dynamic interpersonal and communication skills, adaptability to changing situations and audiences.
Relationships or past sales contact with key customers preferred.
Successful background of collaborating with customers and internal partners at various levels of organizations.
Travel to customer locations, up to 50% travel.
The below range reflects the range of possible compensation for this role at the time of this posting. This range may be modified in the future. An employee's title and position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, performance, location and business or organizational needs. The base salary range for this role is $105,000 to $135,000.
About Corbion
Corbion is the global market leader in lactic acid and its derivatives, and a leading supplier of emulsifiers, functional enzyme blends, minerals, vitamins, and algae ingredients. We use our unique expertise in fermentation and other processes to deliver sustainable solutions for the preservation of food and food production, health, and our planet. For over 100 years, we have been uncompromising in our commitment to safety, quality, innovation and performance. Drawing on our deep application and product knowledge, we work side-by-side with customers to make our cutting-edge technologies work for them. Our solutions help differentiate products in markets such as food, home & personal care, animal nutrition, pharmaceuticals, medical devices, and bioplastics. In 2024, Corbion generated annual sales of €1,288.1 million and had a workforce of 2,399 FTE. Corbion is listed on Euronext Amsterdam. For more information: ***************
Corbion is an equal opportunity employer and committed to a diverse workplace. All applicants will be considered equally without regard to race, color, ethnicity, veteran status, religion, national origin, marital status, political affiliation, age, sex, sexual orientation, handicapping condition, membership in an organization or any other non-merit factors.
Corbion provides reasonable accommodation to applicants.
EOE/M/F/Vet/Disabled
Corbion does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers. All candidates must be submitted by approved Corbion vendors who have been expressly requested to make a submission by our Talent Acquisition team for a specific job opening. No placement fees will be paid to any firm unless such a request has been made by the Corbion Talent Acquisition team and such candidate was submitted to the Corbion Talent Acquisition Team.
Accountant, Client GL
Relationship manager job in Kansas City, MO
The Company: As the leading residential property management company in North America, we work hard to help communities thrive. Our dedication, responsiveness and integrity are why thousands of communities across the U.S. and Canada choose FirstService Residential to manage their properties. For more than four decades, communities have counted on FirstService Residential for their Missouri property management needs.
Job Overview:
The Client Accountant is responsible for the timely and accurate maintenance of daily financial activity, cash management, general ledger activity, and drafting monthly financial statements for a portfolio of 30-40 homeowners' associations.
Your Responsibilities:
The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.
Banking/Cash Management
* Reconcile bank accounts monthly.
* Process Cash transfers as necessary.
* Review investment report for accuracy.
Accounts Receivable
* Process daily deposits.
* Process and post monthly charges to homeowners' accounts.
* Respond to customers' requests and questions.
* Reconcile homeowner accounts.
Accounting
* Prepare, review, and analyze financial statements for assigned portfolios.
* Prepare account reconciliations.
* Prepare and book monthly journal entries.
*
Additional Responsibilities:
* Practice and adhere to FirstService Residential Global Service Standards.
* Conduct business always with the highest standards of personal, professional and ethical conduct.
* Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
* May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
* Ensure all safety precautions are followed while performing the work.
* Follow all policies and Standard Operating Procedures as instructed by Management.
* Perform any range of special projects, tasks and other related duties as assigned.
Skills and Qualifications:
* Associate degree or higher in accounting and a minimum of two years related experience; or equivalent combination of education and experience.
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.
* Interact effectively, communicate clearly, and understand meeting the needs of others.
* Excellent organization, planning, motivation, and interpersonal skills.
* Critical thinking, complex problem solving, judgment, and decision-making ability.
* Must have a strong work ethic and be detail-oriented with excellent multitasking skills.
* Ability to prioritize work, meet deadlines and work well under pressure.
* Ability to work with sensitive or confidential information.
* Ability to work in a team environment as well as independently and be self-driven.
Tools and Equipment Used:
* Computer (MS Office, FSR Connect, Zendesk) Teams, Smartsheet
* Telephone/Cell Phone
* Copy/Scanner/Fax Machine/Postage Machine/Shredder
Physical Requirements:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
This position works under usual office conditions. The employee is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit and walk and have finger dexterity for typing/using a keyboard, and sorting. Physical demands include the ability to lift 10 lbs.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Salary:
* $60,000 - $68,000 / year
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
Travel:
Within the Kansas City metropolitan area. Must possess a valid driver's license and insurance and must not have a record of a revoked or suspended license as determined upon review of the motor vehicle driving report or record in accordance with applicable law.
What We Offer:
As a full-time, non-exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and more. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Business Relationship Manager I - Officer
Relationship manager job in Leawood, KS
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Auto-ApplyBus Banking Officer II
Relationship manager job in Lees Summit, MO
Financial Services - Commercial Banking
Exp 2-5 years
Deg Bachelors
Relo
Bonus
Job Description
Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $20 million in annual revenues.
Essential Functions
Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
Works to foster new and expand existing customer relationships through cross-selling products and services
Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
Actively participates in local business functions with assigned marketing area.
Provides management with input regarding current policies and practices
Assists the bank in the promotion of all product lines offered in assigned market
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
Qualifications
Job Specification
Required Education or Equivalent Experience
High School Diploma or GED required
Bachelor's Degree in Business Admin., finance, accounting preferred
Required Experience
3 - 5 years of business development experience within the financial services industry.
Administrative/Technical Skills/ Other Information
Lending experience
Bank Product, Marketing and Service knowledge
Analytical and credit skills
Negotiating skills
Planning & organizational skills
PC Skills including knowledge of Microsoft Office products
Written and verbal communications
SKILLS AND CERTIFICATIONS
Bachelor's Degree in Business Admin., finance, accounting preferred
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Commercial Banking Officer, VP (42076)
Relationship manager job in Prairie Village, KS
When you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We are currently looking for a Commercial Banking Officer, VP to join the Landmark team. Here are all the details: HOW YOU WILL CONNECT Consistently delivers the Landmark National Bank commitment To be champions and catalysts for our communities by originating and servicing a profitable portfolio of commercial loans and treasury management services that Model exceptional customer service and develop an understanding of all commercial banking products and services valuable to business owners. Responsible for building and maintaining relationships with new and existing customers. Represents a positive bank image through community engagement. Accountable for responsive, compliant, and confidential delivery of service to customers. Responsible for the profitability, growth and risk management of an existing loan portfolio. Works closely with team, other bank divisions, and bank leadership to develop, monitor, and achieve branch and regional goals. In this position, 30% to 40% of an applicant's performance will be measured on emphasis and outcomes related to business development, with the remaining balance of performance based on portfolio management, continuing education/training, leadership/community involvement or other special projects as assigned. WHO YOU ARE Bachelor's Degree or equivalent banking experience. Bachelor's Degree in Agriculture, Business or related field is preferred. Minimum of 5 years of previous commercial banking experience preferred. Portfolio and relationship management experience. Maintain a high degree of discretion and confidentiality. Demonstrated customer service and business development experience. Able to exercise sound business judgement, including basic financial analytical skills. Planning and time management skills. Ability to collect and present detailed information. Strong communication and customer service skills, including experience with presentations. Understanding of basic personal computer programs (Client Relationship Management software, Internet, Word, Excel, and Outlook). WHAT YOU WILL DO Build and maintain relationships with all customers, prospective customers, team members, and community partners. Provide excellent customer service by demonstrating the Landmark National Bank commitment To be champions and catalysts for our communities, which begins with addressing customer and prospect commercial loan and treasury management needs with a prompt and timely response. Implement a business development plan that includes active outreach to current and prospective customers, while achieving bank profitability and growth goals, and meeting bank risk management objectives. Learn and execute the Landmark National Bank sales process to win commercial loans and treasury management opportunities that expand existing or close prospective banking relationships, including participation in the regional weekly sales meeting and pipeline activity reports. Strengthen the bank's relationship promise through the cross-sale of various commercial banking and treasury management services, as well as retail banking and mortgage banking referrals when appropriate. Demonstrate sound business judgement, when collecting and analyzing data to make informed decisions. Experienced in approving or denying loan applications within loan approval authority, bank policies and guidelines. Be an engaged participant as a voting member on a regional loan committee. Learn and comply with internal controls, operational procedures, and risk management policies, including regular audits and internal loan reviews. Collaborate with your team, other bank divisions, and bank leadership to develop, monitor, and achieve branch and regional goals. Manage your professional improvement through the utilization of the quarterly Job Progress Plan and consistently meet minimum, target and optimum levels of performance. Engage in Landmark National Bank culture initiatives and team success activities, including daily huddles, weekly sales meetings, and Celebration events. Represent Landmark National Bank through community engagement to advance the bank's reputation both during and after business hours. Represent the bank well in the community. Adhere to bank policies and procedures. Performs other duties and projects as assigned.
PHYSICAL DEMANDS
* The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to move about the banking facility.
* Visual ability to view a computer screen for long periods of time is required.
* The employee must occasionally lift and/or move up to 30 pounds.
* Evening and weekend work based on business need.
* Valid driver's license.
* Ability to travel to banks or visit clients in region.
BENEFITS WE OFFER YOU
* Group health insurance options
* Health savings accounts
* Flexible spending accounts
* Dental insurance
* Vision insurance
* Life Insurance fully paid
* Long-term disability
* 401k Options
* 401k Matching and Profit Sharing Retirement Plan
* Employee Assistance Program (EAP)
* Paid Time Off (PTO) program
* 11 paid holidays
* Discount on various bank services
* Employee Referrals
* Wellness Reimbursements
* 529 College Savings Plan Payroll Deduction
A credit and background check is a final part of the hiring process.
Landmark National Bank is an EEO/ADA/Veteran employer.