Relationship manager jobs in Pflugerville, TX - 639 jobs
All
Relationship Manager
Commercial Banker
Business Relationship Manager
Account Manager
Client Relationship Manager
Manager, Client Solutions
Route Sales Manager
Customer Success Manager
Regional Sales Manager
Bank Officer
Client Manager
Client Partner
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Round Rock, TX
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$44k-51k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
Head of Customer Success
Method Financial
Relationship manager job in Austin, TX
Meet Method
We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build.
Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution.
This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!
What you'll do
Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve.
Who you are
Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams.
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy.
Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success.
Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company.
Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact.
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution.
Exceptional collaborator who builds strong relationships across diverse teams and organizations.
Extra awesome
Experience in finance or fintech industries.
Track record in early-stage or startup environments.
Familiarity with Linear, Retool, and modern CS tech stacks.
--
The annual US base salary range for this role is: $200,000 - $250,000.
#J-18808-Ljbffr
$68k-116k yearly est. 2d ago
Account Manager - Mining Datacenter / Seal Miner
Bitdeer
Relationship manager job in Austin, TX
Bitdeer Technologies Group (Nasdaq: BTDR) is a world-leading technology company for AI Datacenters and Bitcoin mining. Bitdeer is committed to providing comprehensive computing solutions for its customers. The Company handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The Company also offers advanced cloud capabilities to customers with high demand for artificial intelligence. Headquartered in Singapore, Bitdeer has deployed datacenters in the United States, Norway, and Bhutan.
Job Description
The Account Manager will oversee client relationships for Bitdeer Seal Miner products and Mining Datacenters, ensuring customer satisfaction, retention, and growth within the cryptocurrency mining sector. This role involves strategic planning, customer onboarding, and managing key accounts to maximize business opportunities.
What you will be responsible for
Client RelationshipManagement: Build and maintain strong relationships with clients including institutions, mining companies, individuals and will serve as the primary point of contact for all account-related matters.
Sales & Business Development: Identify opportunities for new business within existing accounts and onboarding of new clients.
Project Management & Coordination: Oversee mining operations projects, coordinating with technical teams to ensure customer requirements are met.
Reporting & Analysis: Monitor client account performance, prepare detailed reports, and present insights to stakeholders.
Market Insight: Stay updated on trends in crypto mining, blockchain technology, and competitor activities to offer strategic advice.
Problem Resolution: Address client concerns promptly, implementing improvements to enhance satisfaction and retention rates.
How you will stand out
Bachelor's Degree in Business, Finance, or related field
Account Management and/or Project Management experience, ideally within the cryptocurrency or blockchain sector. Familiarity with mining operations is a strong plus.
Excellent communication and negotiation skills, data analysis capabilities, and proficiency with CRM tools.
Technical Understanding: Basic knowledge of blockchain technology and crypto mining processes.
Strong problem-solving abilities.
Ability to work in a fast-paced, evolving industry
What you will experience working with us:
A culture that values authenticity and diversity of thoughts and backgrounds;
An inclusive and respectable environment with open workspaces and exciting start-up spirit;
Fast-growing company with the chance to network with industrial pioneers and enthusiasts;
Ability to contribute directly and make an impact on the future of the digital asset industry;
Involvement in new projects, developing processes/systems;
Personal accountability, autonomy, fast growth, and learning opportunities;
Attractive welfare benefits and developmental opportunities such as training and mentoring.
-------------------------------------------------------------------
Bitdeer is committed to providing equal employment opportunities in accordance with country, state, and local laws. Bitdeer does not discriminate against employees or applicants based on conditions such as race, color, gender identity and/or expression, sexual orientation, marital and/or parental status, religion, political opinion, nationality, ethnic background or social origin, social status, disability, age, indigenous status, and union.
$44k-77k yearly est. 3d ago
Regional Sales Manager-Commercial Roofing
Carlisle Construction Materials
Relationship manager job in Austin, TX
Carlisle Construction Materials (CCM) has an exciting opportunity for a Regional Sales Manager to join our Syntec team for the South Central region. The Regional Sales Manager is responsible for managing and driving sales efforts within the assigned territory. This role includes overseeing manufacturer's representatives, distributors, and internal sales personnel to achieve sales objectives. The Regional Sales Manager will develop and maintain relationships with key stakeholders, implement strategic sales plans, and promote Carlisle's roofing products while ensuring business growth and market expansion. This position directly oversees the Technical Sales Representatives within the assigned region.
Standard business hours are Monday - Friday, 8:00 AM - 5:00 PM, however, this job will require frequent travel, approximately 70% of the time, therefore necessitating a flexible schedule to accommodate client needs and achieve sales targets. Some weekend work may be required for trade shows and meetings.
Duties And Responsibilities
Direct and manage the sales efforts of manufacturer's representatives and distributors, ensuring alignment with the annual operating plan.
Develop and implement Territory Development Plans (TDPs) in collaboration with representatives and distributors to drive sales growth.
Travel extensively within the territory to meet with representatives, distributors, contractors, and other stakeholders, promoting Carlisle products and programs.
Regularly call on roofing contractors to promote Carlisle roofing systems, fostering strong relationships with key decision-makers.
Engage with building owners, architects, and consultants to develop Carlisle specifications and increase product adoption.
Conduct educational seminars and presentations to inform stakeholders on the benefits and applications of Carlisle's roofing systems.
Assist the sales team in maintaining and expanding the customer base through targeted sales strategies and relationship-building.
Manage assigned regional sales personnel, including hiring, training, supervision, and professional development.
Monitor market conditions, competitive pricing, and industry trends, providing regular feedback to management.
Collaborate with internal departments to address field challenges and negotiate solutions that meet company and customer objectives.
Prepare and submit detailed reports on sales activities, market insights, and business performance within the region.
Other duties as assigned
Required Knowledge/Skills/Abilities
In-depth knowledge of roofing systems, materials, installation practices, and contractor organizations.
Strong understanding of the construction industry, competitive bidding process, and project lifecycle.
Familiarity with Carlisle systems and products, including features, benefits, and competitive advantages.
Proven experience in sales strategy development, customer acquisition, and relationshipmanagement.
Ability to adapt to various sales situations and effectively negotiate favorable outcomes.
Strong written and oral communication skills
Experience in team leadership, motivation, and career development.
Knowledge of inventory management, budgeting techniques, and sales forecasting.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Basic mathematical and analytical skills for budgeting and sales reporting.
Education And Experience
Required:
Bachelor's degree
Five (5) years in a sales environment within the roofing or construction industry.
Three (3) years of experience with single-ply roofing products, either from a sales or installation perspective.
Two (2) years of experience effectively managing people, including either company-employed personnel or manufacturer's representatives/distributor personnel.
$63k-114k yearly est. 5d ago
Pharmaceutical Account Manager
Company Is Confidential
Relationship manager job in Austin, TX
At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for.
Ready to take your career to the next level while doing work that truly matters?
What You'll Do
We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you.
Grow territory performance through strategic planning and targeted customer engagement
Meet and exceed sales goals while championing customer satisfaction.
Deliver clear, compelling clinical messaging to multidisciplinary decision-makers
Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems
Navigate complex access and reimbursement landscapes across payer channels
Stay ahead of market trends to identify new opportunities
What You Bring
A bachelor's degree (BA/BS) from an accredited institution
4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales
Proven sales success and strong communication skills
Proven success in meeting or exceeding sales targets
Ability to quickly learn complex clinical information
Experience in infusion, rare disease, specialty pharmacy, or neurology preferred
Must possess a valid driver's license and be willing to travel throughout the assigned territory
What Will Set You Apart
Background in promoting specialty, rare disease or CNS products
Strong analytical skills to leverage sales data for strategy
A collaborative spirit and adaptability in fast-paced environments
Exceptional communication, presentation, and negotiation skills
A self-starter mindset with strong organizational skills
Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan.
Actual compensation may vary based on location, experience, and qualifications.
Benefits include
Paid time off (PTO)
Health coverage (Medical, Dental, Vision)
401(k) with company match
Company car.
We are an equal opportunity employer workplace.
We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation.
This posting is confidential; company details will be shared during later stages of the recruitment process.
$44k-77k yearly est. 2d ago
Associate Relationship Manager I
Frost Bank 4.9
Relationship manager job in Austin, TX
It's about crafting relationships that last generations
Are you a natural problem-solver who's committed to providing next-level customer experiences? Are you passionate about building long-lasting relationships, both internally and externally? Do you have a background in business, accounting, or finance? If so, the Associate RelationshipManager I could be the role for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Associate RelationshipManager I, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful commercial lenders, and hands-on administration of customer portfolios, you will achieve valuable analytical skills, sales experience, and an understanding of Frost's relationshipmanagement process and culture. Our associate relationshipmanagers are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime.
What you'll do:
Attend Financial Services University (FSU). FSU is a comprehensive hands-on formal credit training program focusing on financial analysis training, learning the best use of lending systems, and understanding Frost culture
Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments
Become familiar with your clients and their business to understand and act on their needs
Achieve monthly call and product sales goals set by the sales coach
Report weekly activity and marketing results to the sales coach of business banking
Manage and support loan commitments with accuracy and efficiency
Champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence
Process referrals from the financial center relationshipmanagers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
Stay up to date on bank products and services by regularly attending training classes
What you'll need:
Bachelor's degree in business, preferably accounting or finance, with a minimum 2.75 GPA
6+ hours of accounting or equivalent graduate-level coursework
Excellent written and verbal communication skills
Strong organizational and time management skills
Previous banking experience and knowledge of bank products
Proficient in Microsoft applications
Additional Preferred Skills:
GPA of 3.0 or better in your major
Undergraduate or graduate coursework emphasizing financial statement analysis
9+ hours of Accounting, including Intermediate Accounting I, or equivalent graduate level Accounting
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$91k-121k yearly est. Auto-Apply 19d ago
Commercial Banking Relationship Manager
Primelending 4.4
Relationship manager job in Austin, TX
PlainsCapital Bank is seeking results-driven RelationshipManagers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. RelationshipManagers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community.
The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus.
The RelationshipManager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services.
Bachelor's degree.
5+ years of commercial lending experience, with expertise in C&I and CRE financing
Formal credit training (Commercial Credit Certification or equivalent underwriting experience)
Strong knowledge of credit underwriting, financial statement analysis, and loan structuring
Proven ability to source, develop, and close commercial loan transactions in Texas
Deep relationships with business owners, developers, and financial professionals across Texas markets.
Strong partnership mindset, with experience collaborating across Treasury, Wealth, Credit, and other divisions to serve clients holistically
Ability to balance business development with strong risk management discipline.
Strong negotiation, communication, and relationshipmanagement skills.
Ability to travel within Texas for client meetings and industry engagements
High interest in and involvement in the communities where we live and work.
Strong knowledge and application of Salesforce and MS Office products, including Outlook, Excel, Word, and PowerPoint.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Business Development & Relationship Banking
Serve as a trusted advisor, providing customized financial solutions to business owners and real estate investors.
Bank full relationships, ensuring clients utilize multiple services, including loans, deposits, treasury management.
Proactively develop new C&I and CRE lending opportunities through direct prospecting, referrals, and industry engagement.
Partner internally with Treasury Management, Wealth Management, and other business lines to provide comprehensive financial solutions.
Maintain a wide variety of contacts within and outside the bank, actively contributing to key organizations, community groups and industry associations to expand market reach.
Credit & Risk Management
Identify and structure transactions that align with the bank's credit policy and risk parameters.
Conduct in-depth credit underwriting, analyzing borrower financials, cash flow, industry trends, and collateral to ensure sound credit decisions.
Work closely with credit analysts and risk teams to package loan proposals for approval.
Stay informed on financial markets, regulatory changes, and banking products to advise clients effectively.
Closely monitor the assigned loan portfolio, identifying risks, collecting key information and proactively working with borrowers to mitigate potential issues.
Deal Execution & Collaboration
Manage deals from inception to close, ensuring smooth execution and adherence to bank credit and compliance standards.
Work closely with senior leadership, legal, and credit teams to finalize loan structures and terms.
Partner with internal stakeholders to ensure seamless onboarding and implementation of financial solutions.
$57k-92k yearly est. Auto-Apply 17d ago
Client Solutions Manager
Meta Platforms, Inc. 4.8
Relationship manager job in Austin, TX
The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals.
Minimum Qualifications
* 5+ years of experience with online advertising/online media
* Bachelor's Degree
* Advanced experience structuring and manipulating raw data into datasets for analysis
* Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights
* Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases
* Proven track record in leveraging data to develop broader prototyping solutions for the entire team
* Experience driving a book of business, increasing revenue and business performance
* Experience delivering insights to both technical and non-technical audiences
* Experience working across cross-functional teams
* Experience influencing executives and clients
* Experience navigating ambiguity with agility to effectively lead complex and changing priorities
* Understanding of the technology landscape
Preferred Qualifications
* Experience working cross-functionally with Product teams to improve products features and functionalities
* Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets)
* Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS
* Experience with Meta's full suite of advertising solutions
* Experience with business case modeling and market/opportunity sizing
Responsibilities
* Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners
* Build and managerelationships with key clients and agency partners (media, creative, marketing partners, etc.)
* Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies
* Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth
* Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders
* Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations
* Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership
* Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments
* Manage account operations (e.g. troubleshooting issues, account set up, etc.)
* Work and collaborate across internal cross-functional teams to project manage complex workstreams
* Travel as needed
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
Job DescriptionAbout the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple: serve people well and leave them better than we found them.
We combine modern technology, AI-assisted systems, and real human connection to help families protect their future while creating meaningful career paths for our partners.
Role Overview As a Customer Success Partner, you will work directly with individuals and families who have already requested information and support.
Your role is to guide clients through a consultative process, ensure an exceptional experience, and help them make informed decisions that align with their long-term goals.
No cold calling.
No door knocking.
You'll engage with warm inquiries using company-provided systems, training, and support.
Responsibilities • Serve as a primary point of contact for assigned clients • Conduct virtual consultations via Zoom or phone • Educate clients on available solutions and next steps • Deliver a professional, relationship-based customer experience • Follow up with clients to ensure clarity and satisfaction • Utilize company CRM and systems to manage communication • Attend weekly virtual training and development sessions • Meet activity and performance benchmarks • Maintain compliance and licensing standards What We Offer • 100% commission-based compensation • Flexible remote schedule (part-time or full-time) • Warm client inquiries • Clear advancement and leadership pathways • Ongoing training and mentorship
$104k-171k yearly est. 17d ago
Client Manager - Transmission and Distribution
Olsson 4.7
Relationship manager job in Austin, TX
Dallas, TX; Texas - Remote ** We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company.
We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us.
**Job Description**
Step into a pivotal role as a Client Manager for Olsson's Power Delivery team, where you'll forge lasting relationships, lead exciting projects, and make an impact in the energy sector. You'll be the strategic partner for key clients, aligning their needs with our expertise to deliver transformative engineering and design solutions. Collaborate with dynamic teams, identify growth opportunities, and champion client success while advancing sustainable energy systems.
What You'll Do:
+ Be the trusted point of contact for key clients, fostering strong relationships and driving project success.
+ Lead client service efforts, ensuring exceptional project execution and satisfaction.
+ Uncover growth opportunities, presenting tailored solutions and cross-selling services.
+ Represent Olsson at industry events and showcase our innovative capabilities.
+ Partner with teams to align strategies, resources, and client goals seamlessly.
**Qualifications**
**You are passionate about:**
+ Working collaboratively with others.
+ Having ownership in the work you do.
+ Using your talents to positively affect communities.
**You bring to the team:**
+ Strong communication skills.
+ Ability to contribute and work well with a team.
+ A passion for client success and relationship building.
+ 8+ years of experience in client management, preferably in engineering or energy sectors.
+ Strong communication, leadership, and problem-solving skills.
+ Familiarity with power delivery projects like substations, transmission, or distributions
+ Bachelor's degree preferred; associate degree or equivalent experience considered.
\#LI-DNI
**Additional Information**
Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come.
As an Olsson employee, you will:
+ Receive a competitive 401(k) match
+ Be empowered to build your career with tailored development paths
+ Have the possibility for flexible work arrangements
+ Engage in work that has a positive impact on communities
+ Participate in a wellness program promoting balanced lifestyles
In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance.
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** .
Create a Job Alert
Interested in building your career at Olsson? Get future opportunities sent straight to your email.
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
Fitch Learning is seeking a Client RelationshipManager or Director of Sales based in our Austin office.
About the Team:
Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets.
* Requires travel approximately 20% to 40% of your time.
* This role is commission-eligible from day one.
How You'll Make an Impact:
Sales and Business Development
* Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments
* Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches
* Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge
You May be a Good Fit if You Have:
* A Client RelationshipManager typically has 4+ years of experience, while a Director of Sales typically has 8+ years
* Demonstrated prior experience in Commercial or Business Banking, with a solid understanding of client relationshipmanagement, portfolio growth, and revenue targets in financial institution settings
* Hands-on familiarity with credit and lending products (e.g., term loans, revolving credit facilities, lines of credit, asset-based lending), including credit analysis, underwriting fundamentals, risk assessment, and deal structuring
* Proven ability to translate banking product knowledge into consultative sales conversations-identifying client needs, articulating value propositions, and collaborating with stakeholders (RMs, credit teams, product) to drive adoption and close complex deals
What Would Make You Stand Out:
* Deep knowledge of the US financial markets industry
* Experience in financial education and learning solution design
* Strong consultative, analytical, and strategic thinking skills
* Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs
Why Choose Fitch:
* Hybrid Work Environment: When based in Austin, you are expected to be in the office three days per week when not meeting with clients
* A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
* Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
* Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
* Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
* Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
* Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community
Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
#LI-MH1 #LI-HYBRID
Nearest Major Market: Austin
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
Fitch Learning is seeking a Client RelationshipManager or Director of Sales based in our Austin office.
About the Team:
Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets.
Requires travel approximately 20% to 40% of your time.
This role is commission-eligible from day one.
How You'll Make an Impact:
Sales and Business Development
Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments
Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches
Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge
You May be a Good Fit if You Have:
A Client RelationshipManager typically has 4+ years of experience, while a Director of Sales typically has 8+ years
Demonstrated prior experience in Commercial or Business Banking, with a solid understanding of client relationshipmanagement, portfolio growth, and revenue targets in financial institution settings
Hands-on familiarity with credit and lending products (e.g., term loans, revolving credit facilities, lines of credit, asset-based lending), including credit analysis, underwriting fundamentals, risk assessment, and deal structuring
Proven ability to translate banking product knowledge into consultative sales conversations-identifying client needs, articulating value propositions, and collaborating with stakeholders (RMs, credit teams, product) to drive adoption and close complex deals
What Would Make You Stand Out:
Deep knowledge of the US financial markets industry
Experience in financial education and learning solution design
Strong consultative, analytical, and strategic thinking skills
Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs
Why Choose Fitch:
Hybrid Work Environment: When based in Austin, you are expected to be in the office three days per week when not meeting with clients
A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community
Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
#LI-MH1 #LI-HYBRID
$60k-105k yearly est. 60d+ ago
Commercial Banker- Emerging Middle Market- Vice President
JPMC
Relationship manager job in Austin, TX
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$58k-99k yearly est. Auto-Apply 39d ago
Commercial Banker
Solid Rock Recruiting LLC
Relationship manager job in Austin, TX
Job Description
Commercial Banker
We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses.
This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization.
Position Overview
The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients.
Key Responsibilities
Originate and manage commercial loans, including:
Commercial Real Estate (CRE)
C&I (Commercial & Industrial)
Build, manage, and grow a commercial loan portfolio
Analyze borrower financials and assess credit risk
Prepare and/or review credit memos and financial spreads
Partner with internal credit and underwriting teams throughout the loan process
Develop and maintain long-term relationships with clients, referral sources, and community partners
Ideal Background
3+ years of commercial lending experience
Demonstrated annual production and loan origination history
Strong commercial credit foundation, including:
Formal credit training and/or prior Credit Analyst experience
Ability to read and interpret financial statements and spreads
Underwriting experience (hands-on preferred)
Experience managing and growing a commercial loan portfolio
Existing book of business is a plus, but not required
Experience with CRE and/or C&I lending
Why This Role
Relationship-driven lending environment
Opportunity to make a direct impact on clients and the local market
Access to leadership and decision-makers
Supportive credit and operations teams
Ability to grow and shape a meaningful book of business
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
brian@solidrockrecruiting.com
(605) 910-9530
$58k-99k yearly est. 21d ago
Commercial Banker- Emerging Middle Market- Vice President
Jpmorganchase 4.8
Relationship manager job in Austin, TX
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$63k-109k yearly est. Auto-Apply 39d ago
Relationship Manager II
Frost Bank 4.9
Relationship manager job in Austin, TX
It's about names, not numbers.
Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the RelationshipManager II role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a RelationshipManager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationshipmanagers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Reach and maintain your target portfolio size within a specified time frame
Call prospects who are potentially profitable to the bank
Always maintain the best interest of both the bank and customers in all matters
Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests
Closely monitor the assigned loan portfolio for any deterioration in repayment ability
Advise, teach, and train associate relationshipmanagers on how to best serve our customers
What you'll need:
3+ years of lending experience
Ability to communicate with all levels of personnel
Excellent written and verbal communication skills
Proficient in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Completion of 6+ hours of accounting coursework
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$91k-121k yearly est. Auto-Apply 60d+ ago
Client Solutions Manager
Meta 4.8
Relationship manager job in Austin, TX
The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals.
**Required Skills:**
Client Solutions Manager Responsibilities:
1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners
2. Build and managerelationships with key clients and agency partners (media, creative, marketing partners, etc.)
3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies
4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth
5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders
6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations
7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership
8. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments
9. Manage account operations (e.g. troubleshooting issues, account set up, etc.)
10. Work and collaborate across internal cross-functional teams to project manage complex workstreams
11. Travel as needed
**Minimum Qualifications:**
Minimum Qualifications:
12. 5+ years of experience with online advertising/online media
13. Bachelor's Degree
14. Advanced experience structuring and manipulating raw data into datasets for analysis
15. Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights
16. Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases
17. Proven track record in leveraging data to develop broader prototyping solutions for the entire team
18. Experience driving a book of business, increasing revenue and business performance
19. Experience delivering insights to both technical and non-technical audiences
20. Experience working across cross-functional teams
21. Experience influencing executives and clients
22. Experience navigating ambiguity with agility to effectively lead complex and changing priorities
23. Understanding of the technology landscape
**Preferred Qualifications:**
Preferred Qualifications:
24. Experience working cross-functionally with Product teams to improve products features and functionalities
25. Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets)
26. Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS
27. Experience with Meta's full suite of advertising solutions
28. Experience with business case modeling and market/opportunity sizing
**Public Compensation:**
$87,000/year to $131,000/year + bonus + equity + benefits
**Industry:** Internet
**Equal Opportunity:**
Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
$87k-131k yearly 60d+ ago
Commercial Banker- Emerging Middle Market- Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Austin, TX
JobID: 210693335 JobSchedule: Full time JobShift: : If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
$63k-109k yearly est. Auto-Apply 39d ago
Private Banking Officer I
Frost Bank 4.9
Relationship manager job in Austin, TX
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer I,
you
will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
Make sales calls to clients
Prospect and engage in pre-call and post-call planning and strategy review
Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
Identify and recommend products and services that are best suited to meet our clients' needs
Develop and maintain excellent working relationships with the credit underwriting team
Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Proactively stay in touch with your customer and contacting them
What you'll need:
Bachelor's degree or equivalent work experience
2+ years in a customer facing relationshipmanagement role, preferably within the financial services industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Ability to promote and cross sell across all lines of business
Excellent verbal, written, communication, organizational, and customer service skills
General understanding of banking, investment, trust, and insurance products and services
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Proficient in Microsoft computer applications
Additional Preferred Skills:
FINRA Series 7, 63, & Group 1 license.
Certified Wealth Strategist designation
Property & Casualty Insurance license
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$74k-92k yearly est. Auto-Apply 2d ago
Commercial Banker- Emerging Middle Market- Vice President
Jpmorgan Chase 4.8
Relationship manager job in Austin, TX
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
**Job responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
**Required qualifications, capabilities and skills**
+ Five plus years lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
+ Deep local connections and market knowledge
**Preferred qualifications, capabilities and skills**
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
How much does a relationship manager earn in Pflugerville, TX?
The average relationship manager in Pflugerville, TX earns between $47,000 and $115,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Pflugerville, TX
$74,000
What are the biggest employers of Relationship Managers in Pflugerville, TX?
The biggest employers of Relationship Managers in Pflugerville, TX are: