Client Services Manager
Relationship manager job in Brooklyn, OH
Are you looking for a career that challenges you and gives you the opportunity to learn and grow every day?
Oliver Inc. is hiring! Our growing Company is looking for enthusiastic talents to partner with our customers for all their printing and packaging needs!
With more than 250 years of experience, multiple production facilities, and investment in state-of-the-art technology with an emphasis on sustainability, Oliver Inc. offers speed, consistency, and nimbleness as a one-stop solution for all of your printing & packaging needs. At Oliver Inc, our core values are part of the framework of our organization. We're passionate and enjoy our work! We value respect and focus on servicing our customers' needs by providing them with creative solutions that help build their brands.
When you partner with Oliver, you partner with success.
Oliver Inc. is seeking a highly driven, customer-focused Client Services Manager to lead our Client Services team while serving as a strategic partner to our valued clients. This role is ideal for an experienced professional who thrives at the intersection of customer success, account management, and operational excellence within the printing and packaging industry.
As the primary point of contact between Oliver and our clients, you will be responsible for building long-term, trusted relationships, understanding complex customer requirements, and ensuring the consistent delivery of high-quality, on-time solutions. You will collaborate cross-functionally with Sales, Operations, Quality, and Production teams to drive customer satisfaction, retention, and account growth.
If you are a natural communicator, a hands-on leader, and passionate about delivering exceptional customer experiences, we encourage you to apply.
About the Role
As our Client Services Manager, you will:
Serve as the main liaison between Oliver Inc. and assigned clients, ensuring a best-in-class customer experience
Lead, coach, and develop the Client Services and Sales Support teams to deliver consistent, high-quality service
Partner closely with Sales, Operations, and Quality to ensure customer expectations, specifications, and service levels are met or exceeded
Maintain and grow relationships with both new and existing customers, acting as a trusted advisor
Take a hands-on leadership approach, directly managing key accounts independently or in collaboration with your team
Identify opportunities to expand existing accounts and increase share of wallet through proactive, solution-oriented engagement
Provide actionable customer feedback to internal stakeholders to support continuous improvement
Support the Sales organization with a customer-centric, solutions-driven mindset aligned to client goals and specifications
About You
You are a strong fit for the Client Services Manager role if you bring:
Extensive knowledge of printing and packaging processes, along with related technical and administrative functions
An Associate's degree or equivalent experience (Bachelor's degree preferred)
7-10 years of experience in client services, customer success, account management, or customer service (within the printing or packaging industry preferred)
2-3 years of people management experience, or a combination of leadership experience and formal management training
Proven ability to handle sensitive customer situations, resolve complex issues, and communicate effectively with customers and internal teams
Strong analytical, problem-solving, and decision-making skills in a fast-paced manufacturing environment
Excellent written and verbal communication skills, with the ability to present to customers and cross-functional teams
Why You'll Love Working Here
Make a Real Impact: You'll play a critical role in shaping the client experience, influencing cross-functional teams, and driving long-term customer success within a respected industry leader.
Collaborative, Team-First Culture: Work closely with Sales, Operations, Quality, and Production in a highly collaborative environment where your voice and expertise are valued.
Leadership & Growth Opportunities: Lead and develop high-performing client services teams while continuing to grow your own leadership and industry expertise.
Stability with Innovation: Join a well-established company with a strong reputation in the printing and packaging industry that continues to evolve and invest in its people and processes.
Customer-Centric Mission: Be part of an organization that prioritizes long-term relationships, solution-driven service, and exceeding customer expectations.
Competitive Compensation & Benefits: Oliver Inc. offers a competitive compensation package, comprehensive benefits, and opportunities for career advancement.
Purpose-Driven Work: Your work directly supports our clients' brands and success-seeing your impact from concept through final production.
Oliver Inc is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, gender, gender identity and expression, sex, sexual orientation, disability, age, citizenship status, veteran status or any other characteristic protected by applicable federal, state or local laws.
Relationship Manager - Financial Institutions, EX
Relationship manager job in Cleveland, OH
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
About Heartland, A Global Payments Company
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
Responsible for prospecting new clients into the North America Merchant Services realm.
Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales “hunter”
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Experience with Pipeline lead management
Minimum Qualifications
18 years of age or older
This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
In accordance with state law, a background check will be conducted after a conditional offer of employment
Completion of mandatory drug screening on or near 60th day of employment
Live in area relative to job posting location
Ability to be in the field, a minimum of 75% of the time
4+ years of sales experience
Preferred Qualifications
High school diploma/GED
At least two years of relevant experience
Competencies
Awareness
Driven
Resilient
Respectful
Committedness
Benefits
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
Salary: $40,000
Residual Income: Keep earning from your hard work
Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
#LI-AT1
#LI-Hybrid
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
Auto-ApplyCommercial Banking Relationship Manager III
Relationship manager job in Independence, OH
The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.
Essential Functions
* Develop and expand existing commercial banking relationships
* Prospect actively and successfully bring in new relationships to Northwest
* Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships
* Achieve and exceed budget goals as assigned individually and by region
* Actively participate in community and professional networking events
* Develop meaningful "Centers of Influence" relationships
* Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
* Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
* Manage a commercial loan portfolio of both credit and noncredit clients
* Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
* Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
* Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
* As required, collect on delinquent accounts
* Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
* Complete loan closings in partnership with Portfolio Management
* Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
* Participate in continued sales, product and credit training
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment .
* Complete special projects as assigned
Education:
* Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred
Work History:
* 6 - 8 years account relationship management experience preferred
* 6 - 8 years experience consistently delivering strong sales performance preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyCommercial Lending Relationship Manager
Relationship manager job in Canton, OH
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals
Analyze credit worthiness of commercial borrowers and make recommendations for extending credit
Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects.
Promote and cross-sell other Bank services to existing and prospective clients
Oversee preparation of legal documents for loan closings
Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions
Maintain portfolio delinquency at levels acceptable to management
Interact with operational and technical areas to resolve problems
Be active in community/civic/professional organizations that promote the bank and engender networking opportunities
Adhere to all appropriate service standards
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor degree in Business Administration or Finance
Minimum of three (3) years experience as a commercial lender
Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
Ability to clearly and effectively communicate both verbally and in writing
Frequent travel will be required using reliable personal transportation
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Project/Client Manager
Relationship manager job in Cleveland, OH
Job Description
An industry leading multi-disciplinary team is looking for a Senior Project/Client Manager for their Cleveland team!
Responsibilities:
Perform project and client management duties for multi-discipline projects
Work closely with directors, managers, and engineering staff to ensure client needs and expectations are exceeded
Prepare proposals and administer project contracts
Manage design process and work plan
Supervise staff on the following duties:
Design new building structures, alterations, renovations, and additions to existing buildings
Complete monthly financial performance metrics on projects managed (including hours to complete requirements)
Manage preparation of design deliverables for SD, DD, CD level documents
Coordinate the facilitation of Architectural and Engineering drawings/attend coordination meetings
Manage client expectations
Manage project deliverables/deadlines
Manage QA/QC process
Attend meetings
Assist with business development
Requirements:
Bachelor's degree in Engineering preferred
12+ years of project management experience
PE License preferred
Experience designing a variety of projects including Healthcare, Sports, Commercial, Public Sector, Industrial, Education, and/or Institutional projects
Extensive knowledge of local and national building codes/design practices
Knowledge of standard construction practices
Experience working with contractors to address construction issues
Experience working/managing multiple project teams concurrently
Salary is commensurate with experience.
Successful applicant must be authorized to work in the USA without sponsorship.
All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin.
Please contact Laura Harrison for further information!
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Client Manager - Employee Benefits
Relationship manager job in Cleveland, OH
Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
A Day in The Life:
Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner.
Approximate workload defined by Practice:
Large: 6 - 10 accounts; total book value of $1M - $1.5M.
Middle Market: 25 - 75 accounts; total book value of $300K - $1M.
Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K.
Works closely and builds relationships with client contacts at the HR leadership and CFO levels.
Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments.
Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions.
Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage.
Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation.
Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary.
Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts.
Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing.
Responsible for the final execution and delivery of meeting action items.
May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs.
May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review.
Directs the service team in the development of any online, client-specific enrollment portal.
Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base.
Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.)
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need:
A college degree is an advantage but not a requirement
Life, Health & Accident License required
At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
Strong tactical skillset
General understanding of technical concepts - self-funding, different carriers solutions, etc.
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues
Ability to oversee CSA's and provide general tactical oversight
Project management skills - ability to work with internal and external partners to deliver results timely.
Who You Are:
Energetic with a desire to learn new skills
Strong organizational skills with ability to transition quickly from one job to another
Ability to problem solve, think logically and work independently
Ability to demonstrate a positive attitude and lead by example consistently
Works well under pressure and meets established deadlines
Strong verbal and written communication skills
Strong interpersonal skills with a collaborative approach
Ability to manage time-sensitive projects
Ability to guide others in a professional manner and serve as a mentor to subordinates
Client Manager - Group Benefits
Relationship manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating.
Essential Functions
Quality, Client Service & Expertise
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With oversight, guidance and input from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and develop accounts by:
Preparing and writing proposals, and providing quote comparisons.
Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage including:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting the coverage analysis.
Review policy coverage and identify cross-selling and additional revenue opportunities.
Develop a thorough understanding of client business, their policies, practices and industries.
Understand and guide clients through the initial objective setting process.
Analyze data to draw conclusions and recommend findings to client.
Respond to client needs and questions, making sound recommendations on a day-to-day basis.
Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.
Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.
Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
Functional understanding of EPIC and update accordingly.
Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery.
People Management and Relationship Skills
Even though this position does
not
manage people, the Client Manager must be able to perform the following:
Delegate appropriately and provide development opportunities for co-workers.
Display professional, social and teamwork skills
Work well within a team and possess a positive attitude
Manage and meet expectations of co-workers and clients.
Possess good oral and written communication skills both internally and externally.
Productivity
Participate in internal and external networking activities.
Manage projects to meet deliverable deadlines and meet expectations.
Remain up-to-date and current on all tasks.
Possess awareness of firm's service capabilities to generate ideas and solutions for clients and cross selling opportunities.
Minimum Education/Abilities/Skills
Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary.
3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility.
Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
Possesses excellent organizational skills and strong financial analysis acumen.
Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests.
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
Contribute to team efficiency by sharing knowledge and best practices.
Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
Other Qualifications
Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
Possess appropriate, jurisdictional licenses - Life and Health
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyClient Manager - Personal Lines
Relationship manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
A Day in The Life
Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure.
Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options.
Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards.
Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system.
Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system.
Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients.
Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager.
Prepares Stewardship & Insurance Summary reports for clients in assigned book of business.
Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard.
Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client.
Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business.
Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies.
Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client.
Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise.
What You'll Need
Exceptional organizational skills with ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Works well under pressure and meets established deadlines
Exceptional written and verbal communication
Ability to think strategically and formulate an action plan based on a given set of facts
Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience
Prior Property & Casualty support experience
Prior Property & Casualty client management experience
Property & Casualty License
Who You Are
Energetic and desire to learn new skills
Ability to consistently demonstrate a positive attitude and lead by example
Strong interpersonal skills with a collaborative approach
Confident and self-motivated, with the ability to innovate and think creatively
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyCommercial Banker
Relationship manager job in Cleveland, OH
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplySr. Relationship Manager (Commercial Lender)
Relationship manager job in Beachwood, OH
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
The Sr. Relationship Manager (Commercial Lender) is a senior sales-focused role responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff and reports directly to senior leadership within their market.
What you'll do:
* Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships.
* Provide support to existing commercial and business banking clients, often coordinating with client service, treasury management, portfolio management, and operations staff.
* Act as a primary point of contact for negotiations and issue resolution for the clients in your portfolio.
* Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk.
* Increase customer base and impact the Bank's bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs.
* Provide all information required to assist the credit staff in the preparation, analysis, and delivery of credit solutions for new and existing clients.
Desired Qualifications:
* Experience and Knowledge: Strong sales background with experience in commercial credit/banking. Proven track record of acquiring and retaining relationships.
What We Offer:
* Competitive compensation package including annual bonus opportunity.
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
Commercial Banker
Relationship manager job in Cleveland, OH
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.
Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyBusiness Relationship Manager Senior Deepening - Vice President
Relationship manager job in Akron, OH
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) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening 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 deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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
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. 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
Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
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
Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
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 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
Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
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
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Balance needs of clients with associated risks and interests of the firm
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
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Auto-ApplyCVL Dealer Sales - Retail Client Manager
Relationship manager job in Cleveland, OH
Cleveland, Ohio;Grand Rapids, Michigan; Toledo, Ohio; Troy, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************
**Job Description:**
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!
The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.
**Responsibilities:**
- Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
- Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
- Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
- Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
- Captures market intelligence and delivers feedback to leadership team
- Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences
**Skills:**
+ Business Development
+ Client Management
+ Customer and Client Focus
+ Influence
+ Prospecting
+ Active Listening
+ Adaptability
+ Negotiation
+ Networking
+ Relationship Building
+ Client Solutions Advisory
+ Emotional Intelligence
+ Referral Identification
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
R **equired** **qualifications :**
+ 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
+ Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
+ The ability to be a strong individual contributor with a team player attitude.
+ Ability to drive long distances with possible overnight stays
Desired **qualifications:**
+ The ability to work independently or in a team environment
+ Established dealer relationships within the market
+ Undergraduate degree
**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.
Fitness Membership and Accounts Manager
Relationship manager job in Cleveland, OH
Salary Grade Case Western Reserve University is committed to providing a transparent estimate of the salary for this position at the time of its posting. The starting wage rate is $19.41 per hour, depending on qualifications, experience, department budgets, and industry data.
Employees receive more than just a paycheck. University employees enjoy a comprehensive benefits package that includes excellent healthcare, retirement plans, tuition assistance, paid time off, and a winter recess.
Job Description
POSITION OBJECTIVE
Working with a high degree of independence, the Finance Manager is responsible for financial accounting and reporting services, analyzing variances and trending financial patterns, and collecting, verifying and reporting financial information for all University Fitness Centers' locations. Responsible for membership accounts management, collections, accounts payable, month and year-end close, and the integration of facility management software with PeopleSoft. Responsible for all accounts payable services and serve as the key resource for payment and management of vendor and independent contractor contracts, as well as technical support with software and vendors systems. Responsible for financial, accounting and other business policies. Works closely with the Senior Director in the strategic financial operations, analysis and budgeting. Directly supervise the front-line, customer service management staff.
ESSENTIAL FUNCTIONS
* Responsible for financial accounting and reporting services. Develop and implement strong internal controls and work standardization to collect, analyze, verify and report financial information and activity. Maintain financial systems, monitor and develop fiscal policies, compliance with campus protocols, budgeting, cash flow, cash deposits, fiscal interface with all departments, financial analysis including examination of potential growth opportunities and financial reporting to various stakeholders. (10%)
* Responsible for month-end and year-end close and other reporting. Assist with preparing budgets and forecasting, reconcile monthly income and expense statements, and provide a summary to the Senior Director. Work closely with the Senior Director to provide recommendations for strategic analysis setting financial goals and objectives for each fiscal year. Responsible for the interface with PeopleSoft and reporting. (10%)
* Manage and audit various types of memberships and guests, multiple locations and non-dues revenue including programs, services and product sales. Compile, manage, analyze and report on sales and membership data. Manage member and guest databases, audit Point of Sales (POS) register sales, maintain up-to-date and accurate member account transactions, including credit card deductions, graduate student payments, payroll deductions, insurance payments, web-based transactions and more. Responsible for processing refunds through our software systems and the university. Provide excellent customer service by responding to membership questions in person, by phone or email in a timely, efficient and accurate manner. Assist with front desk duties and tours. (30%)
* Manage of all aspects of accounts payable, including payment requests, reimbursement of non-travel expenses, purchase orders and requisitions, and PCard and DCard management. Initiate new vendor contracts, receive, process, verify and reconciles invoices, track all payments, invoices and statements, reconcile processed payments by verifying balances and reports, maintain historical records, pay vendors and contractors, and prepare analysis of accounts and reports. Ensure credits are received for outstanding memos. Issue stop-payment or purchase order amendments. Responsible for properly charging expenses to correct accounts and cost centers. Manage petty cash fund by recording entry and verifying documentation. Provide technical support with software and vendors systems. (30%)
* Oversee and provide administrative management of the front line, customer service staff. Coordinate with the Assistant Manager of Member & Guest Services and hold staff to a high degree of productivity while providing excellent customer service and accuracy. Attract, develop and retain staff who uphold the mission and values of University Fitness Centers and represent us as leaders in the industry. Define and assign individual tasks, maintain schedules and standards, process payroll, recommend commendations, conduct performance reviews, and administer disciplinary actions. Maintain a high profile to ensure continuous quality of the customer experience. (20%)
NONESSENTIAL FUNCITONS
Perform other duties as assigned. (
CONTACTS
Department: Daily contact with the Senior Director and other administrative staff. Regular contact with all members of the fitness center to maintain workflow, address concerns and make adjustments.
University: Daily contact and interaction with university members and guests, as well as frequent collaboration with other university employees.
External: Represent University Fitness Centers to outside organizations and the community, as well as throughout the fitness industry. Work with outside vendors and contractors regularly.
Students: Daily contact and interaction with university student members and guests, as well as frequent collaboration and contact with CWRU students.
SUPERVISORY RESPONSIBILITIES
Direct supervision of Assistant Manager of Member & Guest Services.
QUALIFICAITONS
Education/Experience: High School education and 5 years of experience in customer service required, preferably in higher education or a nonprofit OR Bachelor's degree and 1 year of experience.
REQUIRED SKILLS
* Knowledge and understanding of accounting principles and financial analysis. Strong aptitude in math and well developed reasoning skills required.
* Excellent verbal, written, telephone, interpersonal and customer service skills and the ability to deal with individuals representing a broad socioeconomic spectrum on a service level.
* Strong organization skills; ability to multi-task, prioritize and give attention to detail in order to complete tasks and meet deadlines. Ability to follow protocols, manage time effectively, and work on several projects simultaneously.
* Demonstrated ability to work as a team member and/or independently with minimum of supervision. Ability to maintain and facilitate effective working relationships with and between all fellow staff members.
* Highly motivated, goal oriented, self-starter continuously seeking to improve business processes and follow through to project completion.
* Ability to work in a fast-paced, dynamic environment, and conform to shifting priorities, demands and timeline. Must be flexible in order to respond to project adjustments and alterations promptly and efficiently. Must be able to adapt to varying workloads and respond appropriately to stressful situations.
* Strong business ethics, high integrity and strong professional standards.
* Knowledge and skills in database software required. Ability to manipulate and analyze data on multiple levels.
* Ability to apply logic to systems and processes in fulfilling job requirements is essential.
* Must be able to analyze multiple sources of data to accurately reconcile information.
* Ability to use a computer with a high degree of proficiency in a variety of applications, including but not limited to spreadsheet and word processing applications. Ability to generate moderately complex spreadsheets and reports in Excel.
* Ability to lead by example and proven supervisory leadership skills.
* Ability to understand all programs and services offered and help recruit participants, upsell services, etc.
* Ability to meet consistent attendance.
* Ability to interact with colleagues, supervisors, and customers face to face.
WORKING CONDITIONS
The employee will be required to walk throughout the building and outdoors to other departments. The employee will perform repetitive motion using the computer. Ability to perform a variety of physical skills, including but not limited to; carrying, filing, pushing, pulling, reading, sorting, twisting, mopping, shoveling, walking, climbing, writing. Possible exposure to commercial cleaning products.
EEO Statement
Case Western Reserve University is an equal opportunity employer. All applicants are protected under federal and state laws and university policy from discrimination based on race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, protected veteran status, disability, age and genetic information.
Reasonable Accommodations
Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at ************ to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
Account Manager
Relationship manager job in Bedford Heights, OH
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Account Manager, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in a fast paced sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700+ locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, attention to detail, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Apply now! Compensation: $36,000.00 per year
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyProject/Client Manager
Relationship manager job in Cleveland, OH
An industry leading multi\-disciplinary team is looking for a Senior Project\/Client Manager for their Cleveland team!
Responsibilities:
Perform project and client management duties for multi\-discipline projects
Work closely with directors, managers, and engineering staff to ensure client needs and expectations are exceeded
Prepare proposals and administer project contracts
Manage design process and work plan
Supervise staff on the following duties:
Design new building structures, alterations, renovations, and additions to existing buildings
Complete monthly financial performance metrics on projects managed (including hours to complete requirements)
Manage preparation of design deliverables for SD, DD, CD level documents
Coordinate the facilitation of Architectural and Engineering drawings\/attend coordination meetings
Manage client expectations
Manage project deliverables\/deadlines
Manage QA\/QC process
Attend meetings
Assist with business development
Requirements:
Bachelor's degree in Engineering preferred
12+ years of project management experience
PE License preferred
Experience designing a variety of projects including Healthcare, Sports, Commercial, Public Sector, Industrial, Education, and\/or Institutional projects
Extensive knowledge of local and national building codes\/design practices
Knowledge of standard construction practices
Experience working with contractors to address construction issues
Experience working\/managing multiple project teams concurrently
Salary is commensurate with experience.
Successful applicant must be authorized to work in the USA without sponsorship.
All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin.
Please contact Laura Harrison for further information!
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Client Manager - Personal Lines
Relationship manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
A Day in The Life
Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure.
Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options.
Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards.
Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system.
Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system.
Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients.
Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager.
Prepares Stewardship & Insurance Summary reports for clients in assigned book of business.
Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard.
Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client.
Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business.
Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies.
Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client.
Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise.
What You'll Need
Exceptional organizational skills with ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Works well under pressure and meets established deadlines
Exceptional written and verbal communication
Ability to think strategically and formulate an action plan based on a given set of facts
Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience
Prior Property & Casualty support experience
Prior Property & Casualty client management experience
Property & Casualty License
Who You Are
Energetic and desire to learn new skills
Ability to consistently demonstrate a positive attitude and lead by example
Strong interpersonal skills with a collaborative approach
Confident and self-motivated, with the ability to innovate and think creatively
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyClient Manager / Group Benefits
Relationship manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating.
Essential Functions
Quality, Client Service & Expertise
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With oversight, guidance and input from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and develop accounts by:
Preparing and writing proposals, and providing quote comparisons.
Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage including:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting the coverage analysis.
Review policy coverage and identify cross-selling and additional revenue opportunities.
Develop a thorough understanding of client business, their policies, practices and industries.
Understand and guide clients through the initial objective setting process.
Analyze data to draw conclusions and recommend findings to client.
Respond to client needs and questions, making sound recommendations on a day-to-day basis.
Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.
Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.
Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
Functional understanding of EPIC and update accordingly.
Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery.
Minimum Education/Abilities/Skills
Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary.
3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility.
Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
Possesses excellent organizational skills and strong financial analysis acumen.
Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests.
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
Contribute to team efficiency by sharing knowledge and best practices.
Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
Other Qualifications
Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
Possess appropriate, jurisdictional licenses - Life and Health
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyCommercial Lending Relationship Manager
Relationship manager job in Orrville, OH
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals
Analyze credit worthiness of commercial borrowers and make recommendations for extending credit
Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects.
Promote and cross-sell other Bank services to existing and prospective clients
Oversee preparation of legal documents for loan closings
Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions
Maintain portfolio delinquency at levels acceptable to management
Interact with operational and technical areas to resolve problems
Be active in community/civic/professional organizations that promote the bank and engender networking opportunities
Adhere to all appropriate service standards
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor degree in Business Administration or Finance
Minimum of three (3) years experience as a commercial lender
Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
Ability to clearly and effectively communicate both verbally and in writing
Frequent travel will be required using reliable personal transportation
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
CVL Dealer Sales - Retail Client Manager
Relationship manager job in Cleveland, OH
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!
The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.
Responsibilities:
* Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
* Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
* Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
* Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
* Captures market intelligence and delivers feedback to leadership team
* Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences
Skills:
* Business Development
* Client Management
* Customer and Client Focus
* Influence
* Prospecting
* Active Listening
* Adaptability
* Negotiation
* Networking
* Relationship Building
* Client Solutions Advisory
* Emotional Intelligence
* Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Required qualifications :
* 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
* Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
* The ability to be a strong individual contributor with a team player attitude.
* Ability to drive long distances with possible overnight stays
Desired qualifications:
* The ability to work independently or in a team environment
* Established dealer relationships within the market
* Undergraduate degree
Shift:
1st shift (United States of America)
Hours Per Week:
40