Relationship manager jobs in Palm Beach Gardens, FL

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Palm Beach, FL area and will report in the office. 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: *********************************************************************

ModMed is hiring a driven RCM Client Manager, internally referred to as an "RCM Client Advisor," to join our positive, passionate, and high-performing RCM (aka BOOST) Team. In this client-facing role, you'll be responsible for managing the client relationship, revenue cycle activities, and performance of your assigned medical practices to ensure a successful client experience. The RCM Client Manager collaborates with our internal RCM operations team and global partners to ensure a healthy Accounts Receivable and the achievement of our clients' RCM key performance indicators (KPIs) and goals. This is an exciting opportunity to leverage your RCM expertise to impact the revenue performance of medical practices. Your Role: * Serve as the primary point of contact for ModMed's RCM clients, managing and monitoring their end-to-end revenue cycle management processes. * Analyze A/R data to identify payer, denial, and coding trends. Develop action plans to increase revenue and improve workflows. * Develop and maintain strong client relationships to understand their unique RCM needs and challenges and ensure Client Key Performance Indicator benchmarks are met. * Provide a high-level of value and customer service to both our client practices and their patients by identifying and efficiently resolving insurance and other billing-related issues. * Establish, implement and manage Practice Performance Plans that identify, quantify and resolve issues that are impacting service levels and/or delivery of contractual obligations, as needed. * Conduct routine audits and client meetings to review business metrics, progress, and other proactive topics to ensure high-quality delivery of contracted services. * Collaborate with the internal RCM operations team to ensure seamless service delivery. * Review and analyze customer accounts; identify trends and issues, recommend and implement solutions and see through to a successful resolution. * Work closely with global partners to coordinate and optimize RCM processes and improve overall client metrics. * Manage and escalate complex issues to the appropriate internal teams or global partners for resolution. * Maintain knowledge of current healthcare industry and specialty-related changes and keep abreast with ModMed software enhancements and releases. * Promote collaborative relationships with operational leadership and on and offshore partners. * Participate in sales calls as needed to demonstrate depth of domain expertise. * Perform additional projects and job duties as assigned. Skills & Requirements: * Bachelor's Degree preferred and/or training or equivalent combination of education and experience. * 3+ years of experience overseeing the entire revenue cycle management process for medical practices, including analyzing AR, denial trends, and payer issues, and developing and presenting key performance indicators (KPIs) and reports related to revenue cycle management (required). * Proven experience in an RCM client-facing role preferred. * Extensive knowledge of medical billing/coding, front-office, physician practice management, and healthcare business processes. * Advanced Excel skills such as the ability to use formulas to analyze data, create tables and pivot tables, formatting and conditional formatting. * Strong analytical and problem-solving skills required. * Exceptional written, verbal and interpersonal communication skills required. * Excellent client-facing and presentation skills. * Ability to manage and integrate information located in multiple software systems. * Strong understanding of various insurance carriers, including Medicare, private HMOs, and PPOs. * Professional demeanor required. #LI-LM1 #REMOTE

Hours: 40 Pay Details: $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses. Depth & Scope: * Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market * Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions * Goals based sales position * Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM * Meets quarterly and annual goals for investments, Brokerage and Trust business * Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth * Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience * Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts * Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank * Implements and executes a differentiated service model/experience for Institutional clients * Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients * Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners * Executes in a manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained * Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures * Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships * Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 4-year degree or related work experience required, MBA or advanced degree preferred * 10+ Years of related experience * Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline * Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred * Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc. * Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients * Consultative sales experience recommended * Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base * Proven business development track record * Strong market presence with wide network of outside referral sources for new business * High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service * Strong credit and financial analysis skills * Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner * Ability to work within an organization to influence and get things done without direct authority * Organized self-starter with ability to work independently with little direct guidance * Refined negotiation skills * Excellent communication skills, both verbal and written * Proficiency in Microsoft Applications (PowerPoint, Excel, Word) * Membership in civic and professional organizations and/or board membership encouraged * Must have experience working within a highly collaborative team environment * Subject to qualifying certification process at TD Private Client Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Palm Beach, FL area and will report in the office. **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

Job Description Client Relations Managers will work with Internal Sales Representatives and External Sales Representatives for SurGenTec to build relationships with new clients and manage relationships with existing ones. They are also expected to walk new and existing clients through purchasing processes while supporting their clients' needs. This will be done in conjunction with any other additional tasks assigned to by their managers. Communication Send new distributor welcome packet: Make an outbound intro call. Follow up with an email with links to marketing brochures. Send a welcome letter. Send a copy of the usage form. Send internal contact sheet sent. Quarterly Asset management calls for each sales manager: Inventory reconciliation. Needs for higher or lower stocking levels. New Business or any new developing business. Need for consigned loaned inventory. Movement of underperforming loaned inventory. Quarterly calls can happen with more frequency depending on account needs. Daily Tasks All usages/order processing Manages the CS inbox and responds to their client emails and communications. Monitors all their clients' shipments including UPS and FedEx tracking until delivered. Answers the CS phone/main line, transfer to proper Client Relations Manager. Scheduling all surgery cases which require loaned inventory. Keeps notes updated for each customer in fishbowl and enters any new notes in system. Updates all changes to customers, i.e., new FedEx number, new mailing addresses, etc. Sends out all required Labels and forms for RMAs, Usage, POs, Packing Lists, Complaint Forms. PO follow-up - monitors clients' open sales orders and follow-up on PO. Enter follow-up notes on clients' sales orders - or any notes as to why we did something, like change pricing, etc. so we have history. Entering and receiving clients' transfer orders to correct locations. Inventory Handles all adverse events from their clients, including filling out paperwork and follow up on inventory return, client needs and any quality requirements. Works with Client/Distribution to move Soon to Expire Inventory into high volume accounts. Works with Client/Distribution to move Inventory that has been not used in over 3 months. Work with Client/Distribution on yearly audit. Prepare distributors for yearly inventory audits at the end of 3rd Quarter. Send out inventory sheets and reconcile returns inventory sheets in conjunction with Distribution.

Job Title: Client Experience Manager Department: Corporate Reports To: President Travel Required: Up to 10% FLSA Status: Exempt BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets. SUMMARY: The Client Experience Manager will lead a team of 4-6 Client Experience Specialists and may oversee a Sales Administrator. This role is responsible for shaping and executing the overall client engagement strategy, ensuring high-impact relationship management across a portfolio of Master Service Agreement (MSA) clients. The Manager will oversee team execution, guide client engagement plans, promote platform adoption, and ensure consistent delivery of proactive, professional service. This position requires strong leadership, operational awareness, and the ability to translate client insights into business outcomes. The right candidate will thrive in a cross-functional environment, driving accountability, growth, and innovation across every phase of the client lifecycle. ESSENTIAL DUTIES AND RESPONSIBILITIES: Team Leadership, Training & Development * Direct and mentor a team of Client Experience Specialists and sales support staff, fostering a culture of accountability, collaboration, and excellence. * Develop and implement a structured training program for onboarding and continuing education, including the creation of a CES training manual and SOPs. * Provide ongoing coaching to team members to support professional growth, skill development, and alignment with strategic client engagement goals. * Set clear objectives aligned with strategic client growth, satisfaction, and retention. * Foster a culture of proactive communication, cross-functional collaboration, and problem-solving excellence. Strategic Client Engagement * Guide the creation and execution of customized client engagement plans, including mapping and deepening relationships across multiple functional areas (e.g., risk, asset management, procurement, finance, facilities). * Ensure the team develops and maintains detailed organizational charts and nurtures numerous (6+) strategic relationships per client. Technology & Process Enablement * Champion the adoption of the BlueTeam App by leading team efforts to conduct trainings and demos, ensuring meaningful platform usage across multiple client sites. * Oversee the launch and follow-up of Pre-Loss Assessments (PLA) across the client portfolio, targeting broad penetration without over-concentration. Client Satisfaction & Advocacy * Drive consistency in quarterly check-ins and satisfaction surveys for all major projects. * Oversee the capture of client testimonials, case studies, and feedback to support brand differentiation. * Promote initiatives that create exceptional client experiences-especially those that resolve challenges creatively or result in unsolicited client praise. Operational Excellence * Ensure that Standard Operating Procedures (SOPs) are completed or updated for all assigned MSA clients, reinforcing service consistency and clarity. * Partner with internal teams to continuously improve service delivery processes and customer-facing documentation. Insight & Reporting * Aggregate team metrics and client insights to deliver executive-level reporting on account health, engagement trends, and areas for improvement. * Identify patterns and opportunities to improve service delivery, retention, and expansion across the client base. QUALIFICATIONS: * Strong proficiency in office software and tools (e.g., Microsoft Office Suite) * Excellent communication, organizational and time management skills * Strong knowledge of commercial construction practices, materials, and methods. * Problem-solving mindset with a proactive approach to identifying and resolving client concerns. * Familiarity with CRM systems and project management tools. * Basic understanding of invoicing and accounts receivable processes. * Ability to multitask and prioritize effectively in a fast-paced environment * Fluent in English, Spanish a plus EDUCATION and/or EXPERIENCE: * Bachelor's degree in business, communications, marketing, construction management, or a related field. * 10+ years in a client-facing leadership role, preferably within commercial construction, restoration, or facility services. * Prior experience managing high-performing customer success or account management teams. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.

Job Description CSPi Technology Solutions provides innovative technology solutions for Network Solutions, Wireless & Mobility, Unified Communications & Collaboration, Data Center and Advanced Security. Across these technology focus areas, we also provide Professional and Managed Services. We are headquartered in Deerfield Beach, Florida with additional offices throughout the United States and Europe. CSPi Technology Solutions is focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Client Manager As a Client Manager - Technology Sales, you will be prospecting for new business, direct client engagement, working with technology partners to increase product knowledge and efficiency, and whenever possible, leveraging these partners' relationships to drive sales into end user accounts. You will be managing both an indirect customer procurement and direct customer engagement model. What you'll do: Achieve assigned quota targets through collaboration with partners and independent prospecting activities and manage pipeline via Salesforce Act as solution expert to clients Engage clients at a detailed level to gain an understanding of the business issues and objectives driving the client's needs Contribute to strategic planning activities across existing & prospective client bases to identify and position opportunities Maintain strong technical awareness of assigned products, professional and managed services and general knowledge of other service offerings within CSPi Technology Solutions Maximize key partner / vendor programs Drive account planning and solution awareness initiatives with CSPi Technology Solutions partners Requirements: Sales experience in IT Solutions using: Network Solutions, Wireless & Mobility, Unified Communications & Collaboration, Data Center Solutions and Advanced Security Sales experience in Professional and Managed IT services Bachelor's degree or equivalent experience 3 - 5 years prior client account management experience in a high tech environment in an indirect sales and procurement environment with a demonstrated track record of success in driving customer adoption of technology Knowledge of sales techniques and processes including the ability to understand customer needs, overcoming objections, ROI analysis, closing the sale Knowledge of technology prodcuts Excellent oral and written communication skills, as well as excellent presentation skills Strong work ethic, attitude and follow through ability Nice to have: VAR or System Integration experience Prior experience using CRM products (Microsoft CRM and/or Salesforce.com) CSPi is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable law.

Now Hiring! Business Relationship Manager with: Junior Achievement of South Florida Full Time, Exempt Hours: Regular work hours are Monday - Friday, 8:30am - 5pm, however fulfilling responsibilities and meeting goals may require additional hours. The position may require early mornings and/or evenings and occasional weekends. Job Summary: The Business Relationship Manager will identify, recruit, manage, and retain relationships with businesses to employ students as interns. Supervisory Responsibilities: None Duties & Responsibilities: Identify and recruit potential employers: using prospecting tools and other tools, research and identify local businesses interested in hosting high school interns based on industry demand and student interests. Develop and maintain relationships with employers: Build strong relationships with businesses through networking, regular communication, and personalized outreach. This includes activities such as proactively participate in relevant networking groups to create and foster connections, share insights, and stay abreast of industry trends. Provide ongoing support to employers: Offer guidance and resources to employers throughout the internship period and address any concerns or issues that may arise. Monitor and evaluate the program's effectiveness: Assist in collecting employer feedback and data. Participate with team to prepare and support students before, during and after their internship experience. Develop informational sessions (virtual and in person) to educate employers on the benefits of hiring high school (and college) interns; how to create an internship program; onboarding interns, etc. Organize events to recognize and thank employers for their participation in internship program Other related duties as assigned. Required Skills & Abilities: Business Development & Sales Acumen Ability to identify potential employer partners and effectively pitch the value of the internship program. Skilled in lead generation, cold outreach, and closing deals. Comfortable navigating objections and tailoring messaging to different industries. Communication & Presentation Skills Clear, persuasive verbal and written communication. Capable of delivering compelling presentations to business audiences. Skilled in creating marketing materials and messaging that resonate with employers Relationship Building & Networking Strong interpersonal skills to build trust and long-term partnerships with business leaders. Ability to be active in local chambers, industry groups, and networking events. Able to maintain ongoing communication and engagement with employers. Strong organizational and time management skills. Proficient in Microsoft 365 and CRM software. Passion for education and workforce development. Ability to work independently and as part of a team. Reliable personal transportation for travel within Broward and south Palm Beach counties. Education & Experience: 2+ years of experience in sales, recruitment, or another related field is required. Bachelor's degree in business administration, human resources, education, or another related field is required. Proven ability to build and maintain strong relationships with diverse stakeholders. Physical Requirements: Stand, sit, walk, see, adjust focus, talk, hear, bend, lift 15lbs occasionally. Who we are: Junior Achievement of South Florida (JA) empowers our youth with the knowledge, ability, and confidence to navigate their futures, drive our economy and lead our community. We are looking for individuals who are passionate not only to our mission, but also about being part of the innovative and energetic culture at JA. JA provides real-world training in financial literacy including budgeting, spending, investing and the use of credit; offers cutting-edge skill-building opportunities that enable young people to explore meaningful, productive careers; teaches students how to start businesses; and introduces entrepreneurial values that strengthen workplaces. Last year, with the help of over 7,100 trained corporate and community volunteers, JA delivered over 20 various programs to almost 50,000 students in classrooms throughout Broward and south Palm Beach counties and at JA World Huizenga Center at the Lillian S. Wells Pavilion, a first-class facility housing JA BizTown and JA Finance Park. For more information about Junior Achievement of South Florida, visit *********************** Follow JA on social media @jasouthflorida. Junior Achievement of South Florida participates in the federal government's E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to ************* and click on 'E-Verify' located near the bottom of the page.

Fort Lauderdale, Florida **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 (***************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. **Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture **Required Qualifications:** + Has proven success in consultative sales in financial services and/or business-to-business sales + Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers + Is passionate about outside sales and enjoys spending time prospecting + Motivated to enhance existing relationships and exceed sales goals + Can analyze financial conditions of clients and industry trends + Can understand and interpret financial statements and cash flow analysis + Has excellent communication skills and demonstrated leadership ability + Enjoys partnering and negotiating with a team of bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship development and deepening + Thorough knowledge of small business financial products and services + Familiarity with CRM platforms and other banking systems **Desired Qualifications:** + Community leadership experience + Strong computer skills with an ability to multitask in a demanding environment + Bachelor's Degree in business, finance, economics or related field or seven years of relevant work experience **Skills:** + Client Experience Branding + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization + Written Communications + Coaching + Interpret Relevant Laws, Rules, and Regulations + Prospecting + Risk Management **Minimum Education Requirement:** High School Diploma/GED or equivalent work experience **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.

**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. + Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. + Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. + Works closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. + Performs all other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. + 3-5 years of experience in banking relationship management role or related business lending experience. + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.

West Palm Beach, Florida, United States of America **Hours:** 40 **Pay Details:** $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses. **Depth & Scope:** + Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market + Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions + Goals based sales position + Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM + Meets quarterly and annual goals for investments, Brokerage and Trust business + Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth + Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience + Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts + Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank + Implements and executes a differentiated service model/experience for Institutional clients + Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients + Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners + Executes in a manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained + Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures + Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships + Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + 4-year degree or related work experience required, MBA or advanced degree preferred + 10+ Years of related experience + Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline + Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred + Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc. + Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients + Consultative sales experience recommended + Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base + Proven business development track record + Strong market presence with wide network of outside referral sources for new business + High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service + Strong credit and financial analysis skills + Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner + Ability to work within an organization to influence and get things done without direct authority + Organized self-starter with ability to work independently with little direct guidance + Refined negotiation skills + Excellent communication skills, both verbal and written + Proficiency in Microsoft Applications (PowerPoint, Excel, Word) + Membership in civic and professional organizations and/or board membership encouraged + Must have experience working within a highly collaborative team environment + Subject to qualifying certification process at TD Private Client Wealth **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job Description CSPi (NASDAQ:CSPI) maintains two distinct and dynamic divisions - High Performance Products and Technology Solutions - with a shared vision for technology excellence. CSPi's High Performance Products division offers extreme-performance Ethernet products for diverse applications, including cyber security, financial trading, content creation/distribution, storage networking applications,as well computer signal processing systems. CSPi's Technology Solutions division provides innovative technology solutions for network solutions,wireless & mobility, unified communications &collaboration, data center solutions, advanced security, along with professional and managed services across those technology focus areas. CSPi Technology Solutions is proud to be an equal opportunity employer, focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Our Technology Solutions division is headquartered in Deerfield Beach, Florida, with additional offices throughout the United States and Europe. We are always looking for motivated individuals to join our team and invite you to build your career with us. For more information, please visit ************* As a Client Manager - Technology Sales, you will be prospecting for new business, direct client engagement, working with technology partners to increase product knowledge and efficiency, and whenever possible, leveraging these partners' relationships to drive sales into end user accounts. You will be managing both an indirect customer procurement and direct customer engagement model. Duties and Responsibilities: Achieve assigned quota targets through collaboration with partners and independent prospecting activities and manage pipeline via CRM Act as solution expert to clients Engage clients at a detailed level to gain an understanding of the business issues and objectives driving the client's needs Contribute to strategic planning activities across existing & prospective client bases to identify and position opportunities Maintain strong technical awareness of assigned products, professional and managed services and general knowledge of other service offerings within CSPi Technology Solutions Maximize key partner/vendor programs (such as Attach Rate, VIP, OIP, TIP, CAR etc.) Drive account planning and solution awareness initiatives with CSPi Technology Solutions partners Qualifications and Requirements: VAR or System Integration experience Preferred Sales experience in IT Solutions using: Network Solutions (Cisco/Juniper), Wireless & Mobility (Cisco/Aruba/Citrix), Unified Communications & Collaboration (Cisco/Avaya), Data Center Solutions (EMC/NetApp/Cisco/Citrix/F5) and Advanced Security (Cisco/Juniper/Palo Alto/FireEye) Sales experience in Professional and Managed IT services Bachelor's degree or equivalent experience Three-Five years prior client account management experience in a high tech environment in an indirect sales and procurement environment with a demonstrated track record of success in driving customer adoption of technology. Knowledge of sales techniques and processes including the ability to understand customer needs, overcoming objections, ROI analysis, closing the sale Knowledge of technology products is required Prior experience using CRM products (Microsoft CRM and/or Salesforce.com, etc.) is a plus Excellent oral and written communications skills, as well as excellent presentation skills Strong work ethic, attitude and follow through ability CSPi is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable law. We will contact only those who are a potential match. As part of our pre-employment process, we require that applicants agree to submit to background screenings.

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

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 100-130 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

**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. + Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. + Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. + Works closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. + Performs all other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. + 3-5 years of experience in banking relationship management role or related business lending experience. + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.

CSPi (NASDAQ:CSPI) maintains two distinct and dynamic divisions - High Performance Products and Technology Solutions - with a shared vision for technology excellence. CSPi's High Performance Products division offers extreme-performance Ethernet products for diverse applications, including cyber security, financial trading, content creation/distribution, storage networking applications,as well computer signal processing systems. CSPi's Technology Solutions division provides innovative technology solutions for network solutions,wireless & mobility, unified communications &collaboration, data center solutions, advanced security, along with professional and managed services across those technology focus areas. CSPi Technology Solutions is proud to be an equal opportunity employer, focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Our Technology Solutions division is headquartered in Deerfield Beach, Florida, with additional offices throughout the United States and Europe. We are always looking for motivated individuals to join our team and invite you to build your career with us. For more information, please visit ************* As a Client Manager - Technology Sales, you will be prospecting for new business, direct client engagement, working with technology partners to increase product knowledge and efficiency, and whenever possible, leveraging these partners' relationships to drive sales into end user accounts. You will be managing both an indirect customer procurement and direct customer engagement model. Duties and Responsibilities: Achieve assigned quota targets through collaboration with partners and independent prospecting activities and manage pipeline via CRM Act as solution expert to clients Engage clients at a detailed level to gain an understanding of the business issues and objectives driving the client's needs Contribute to strategic planning activities across existing & prospective client bases to identify and position opportunities Maintain strong technical awareness of assigned products, professional and managed services and general knowledge of other service offerings within CSPi Technology Solutions Maximize key partner/vendor programs (such as Attach Rate, VIP, OIP, TIP, CAR etc.) Drive account planning and solution awareness initiatives with CSPi Technology Solutions partners Qualifications and Requirements: VAR or System Integration experience Preferred Sales experience in IT Solutions using: Network Solutions (Cisco/Juniper), Wireless & Mobility (Cisco/Aruba/Citrix), Unified Communications & Collaboration (Cisco/Avaya), Data Center Solutions (EMC/NetApp/Cisco/Citrix/F5) and Advanced Security (Cisco/Juniper/Palo Alto/FireEye) Sales experience in Professional and Managed IT services Bachelor's degree or equivalent experience Three-Five years prior client account management experience in a high tech environment in an indirect sales and procurement environment with a demonstrated track record of success in driving customer adoption of technology. Knowledge of sales techniques and processes including the ability to understand customer needs, overcoming objections, ROI analysis, closing the sale Knowledge of technology products is required Prior experience using CRM products (Microsoft CRM and/or Salesforce.com, etc.) is a plus Excellent oral and written communications skills, as well as excellent presentation skills Strong work ethic, attitude and follow through ability CSPi is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable law. We will contact only those who are a potential match. As part of our pre-employment process, we require that applicants agree to submit to background screenings.

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 100-130 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

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

**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. + Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. + Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. + Works closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. + Performs all other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. + 3-5 years of experience in banking relationship management role or related business lending experience. + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.