Relationship manager jobs in Pine Hills, FL - 421 jobs

Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on turning warm leads into long-term partnerships? ZIO is seeking a proactive, detail-oriented Client Relationship Manager to help us manage and grow our expanding sales pipeline. As a key member of our Sales and Marketing team, you'll work alongside our Business Development lead to move qualified opportunities through the sales funnel and ensure alignment between client needs, technical solutions, and project execution. You'll partner closely with engineering, project management, and service teams to ensure client expectations are not only met-but exceeded. If you're organized, client-focused, and skilled at closing complex deals, this is your opportunity to join a growing team at the forefront of smart building technology. Key Responsibilities Own and manage qualified leads through the full sales lifecycle-from discovery to signed proposal Build and nurture trusted relationships with clients, becoming their go-to partner for new projects and service needs Conduct discovery meetings to understand client goals, budget constraints, and timeline requirements- uncover the “why” behind client requests and identify authority Collaborate with our technical team to develop solution-aligned proposals Present and close new business opportunities working with the technical team to develop scope overviews and documents. Accurately track and report activity in CRM; maintain updated pipeline and forecasting data Grow existing accounts by identifying future opportunities, including ongoing support contracts Support Business Development and Marketing efforts through events, campaigns, and referrals Stay informed on AV, lighting, and controls industry trends to provide strategic recommendations to clients Required: 5+ years of experience in B2B consultative sales, account management, or client-facing project roles Proven ability to manage a multi-stage sales process with complex stakeholders and long timelines Exceptional communication, presentation, and interpersonal skills Experience using CRM tools (e.g., HubSpot, Salesforce) and Microsoft 365 (especially Teams and SharePoint) Strong organizational skills and the ability to manage multiple opportunities concurrently Preferred: Experience in AV, lighting, controls, IT, or construction-related industries Familiarity with design-build or construction workflows (submittals, coordination, procurement) Bachelor's degree in Business, Communications, or a related field ZIO believes that the key to keeping great talent is treating them well. We realize it isn't all about money. Some of the benefits we offer: - Paid Training, certifications, and industry events - Semi-annual career coaching and development to help you achieve you achieve your long-term goals - Retirement Matching - Health, Dental, Vision, and Disability Insurance - Paid Holidays & Time Off - Company events such as go-kart racing, bowling, and other events you can help organize on a quarterly basis - Profit sharing If you believe your work is a personal reflection of yourself, strive for success in everything you do, and you have a passion for constant learning, then you should apply now. ZIO is going places and we need great people like you to get there. How to Apply & What Happens Next: We receive a significant amount of applications and we're a small team. That means you need to stand out to actually get reviewed by the hiring manager (who does not see every application!) Please follow these steps carefully or your application likely won't get to a hiring manager! Step 1: Write a brief cover letter and answer the following questions. What about ZIO's work and mission most interests you, and why do you want to be part of our team? In your own words, what do you believe is the primary goal of a Client Relationship Manager at ZIO? How do you see your background, experience, or strengths adding value to what we do at ZIO? Describe a time you played a key role in advancing a complex sale. How do you stay organized and ensure nothing falls through the cracks when managing multiple client conversations or sales opportunities? Step 2: Apply with a combined document including your cover letter, answers to the above questions & your resume. Step 3: Use this link to complete the predictive index assessment: *************************************************************************** Step 4: If were successful in demonstrating you have what it takes for this role, you'll go through a structured interview process-including video meetings, and on-site interviews. We'll send regular updates on where things stand with your application. From application to offer, the timeline varies but we'll be happy to tell you where we stand in the process. If you read this far, let us know that when you apply. We sincerely look forward to hearing from you! ZIO is an Equal Opportunity Employer and a Drug-Free Workplace.

C&F Finance is a leading provider of Indirect financing for retail customers through our extensive network of Franchised and Independent dealers. C&F prides itself on providing best in class service through our high quality and experienced employees. Through C&F Bank, our parent company, we have been in the banking and finance services business since 1927 and since 1999 providing a high-quality finance product to our vast dealer network. Our Dealer Relationship Manager (DRM) is responsible for prospecting, developing and maintaining dealer relationships and expanding the dealer market base in new and/or existing territories to include franchise and qualifying independent dealerships. The Dealer Relationship Manager is the starting point to company's growth and revenue and has a long history in playing a critical role in our endless success. The Dealer Relationship Manager receives extensive support from the corporate office to ensure every individual is successful. The Dealer Relationship Manager is focused on being the best in the market which provides for a fulfilling career that leads to high personal satisfaction that is unmatched by any other lender. Benefits: The Dealer Relationship Manager has a base salary and uncapped monthly commission plan Monthly Vehicle and Cell phone allowance Company provided laptop Company provides live underwriters and same day funding Excellent benefits package that includes comprehensive medical/dental/vison, STD, LTD, life, 401(k) match, student loan paydown program, legal resources, pet insurance and 3 weeks' vacation to start. Responsibilities Responsible for volume, producing dealers, dealer efficiencies and continued growth of assigned marketing area. Prospect, develop and maintain strong dealer relationships through field and phone marketing. Analyze prospective dealerships to identify if a successful relationship is possible using information obtained during dealer assessment. Develop daily schedules to ensure all preferred dealers are marketed weekly and non- preferred dealers are visited as necessary. Identify non-producing dealers and prioritize them when completing daily marketing schedule. Familiar with Dealertrack and RouteOne econtracting Review and analyze weekly reports to maintain satisfactory yield and application efficiencies in each reporting market. Daily and Weekly action plans must be put in place to address areas where improvement is needed. Education of all dealers on an ongoing basis regarding company underwriting guidelines (to ensure proper application flow), policies and procedures, while building relationships with all key dealer personnel. Follow up on all approvals immediately with dealers and communicate with the Sales Finance Representative to negotiate and close the sale. Continue follow up daily with the dealer(s) until final status is determined. Follow up with dealers on all confirmed contracts to ensure receipt by C&F. Generate and implement ideas for marketing, sales and/or promotions to assist in dealer production. Remain informed on all industry related trends and each assigned market's competitive environment. Must be able to work a flexible schedule to include weeknights, weekends and holidays as business and volume objectives dictate. From time to time, assistance with lien perfection. Adhere to all C&F policies and procedures as well as complying with all regulations and applicable laws. Qualifications Knowledge: Minimum of three years or more of experience in the sales finance industry or related industry experience which consists of sales, credit, funding or collections. Experience in subprime sales finance is preferred. Experience and a level of proficiency with Microsoft Office and Excel are required. Proficient computer skills and typing skills are required. Skills: Excellent communication, interpersonal, organizational, math, and PC skills are required. Strong rapport-building, decision-making, and problem-solving skills are essential. Must possess a strong attention to detail. Highly motivated and energetic. Excellent analytical, organizational and intuitive skills. Must be able to create and deliver/facilitate sales presentations to individuals or large groups. Must possess excellent verbal and written communication skills for contact with dealer, customers and co-workers. Individual must be a team player who works cooperatively with peers, co-workers, supervisors and other departments. Abilities: Must be able to communicate easily with all levels of management both internally with C&F and externally with dealer customers. Must be an excellent listener and have the ability to use sound, independent judgment while interacting with a diverse group of constituents. Able to work independently and deal with ambiguous situations and issues that arise during the sales process. Ability to evaluate and make consistent, quality decisions that represent the company's best interests. Have a proven history of developing and maintaining productive dealer relationships. Must possess and maintain a valid driver's license. Education: Bachelor's degree or equivalent is preferred. A combination of experience and education will be considered. Physical Demands Employee may experience the following physical demands for extended periods of time: view computer monitor, keyboarding, talking on the phone calls, sitting, and motion fingers/hands/wrists and standing/walking. Extended periods of travel (air and land) will be required and is expected to successfully manage the reporting markets. Employee will be required to work extra hours, weekends or evenings as part of fulfilling normal job requirements. Success Metrics The individual's success will be measured based on their ability to successfully complete the essential duties and responsibilities outlined above. Specific monthly and year end goals will be provided by management and will be broken down by market. Key metrics include, but are not limited to: Volume objectives Market penetration Application efficiencies Effective communications Marketing creativity Work Environment The work characteristics described here are representative of an outside sales position. Consistent direct contact with employees and the dealers is required. Direct contact with the RBC (Regional Buy Center) is also required and is essential to ensure both the underwriting team and the sales team work together effectively and efficiently. It is essential that both teams work together, positively, as both have the same goal - quality loan originations. C&F reserves the right to identify your location at random during normal business hours (phone solicitation to dealers and/or company property). Equal Employment Opportunity Statement C&F Finance Company is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. EOE/M/F/Disability/Veterans Travel 75+% Education Associate's Degree Industry Financial - CONSUMER FINANCIAL SERVICES

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. SUMMARY/OBJECTIVES It is the responsibility of the Middle Market Banker II to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new middle market business through consultative sales efforts. Manages a high level and emerging loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Together with portfolio managers, compiles loan packages ensuring completeness and accuracy of information provided. Works with Bank's product teams to cross-sell products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. Success in the role is defined by efficacy in calling activity, proposal generation, revenue generation, risk mitigation, and ability to build successful relationships.

Who You'll Work With Slalom Florida is seeking builders and creators with a strong entrepreneurial streak that are excited about scaling our impact! Slalom's Healthcare practice partners with clients to transform U.S. healthcare. We're seeking leaders with experience driving transformation at life sciences companies specifically with payers or providers. Relevant experience includes business strategy; product development; operations transformation; digital; data & analytics; CRM implementation; cloud migration; and related large-scale transformations. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Level: Senior Principal Note: Hybrid role. The ideal candidate will live in the Greater Orlando area. What You'll Do * Drive value to clients through consulting by building solid stakeholder/leader relationships and aligning them to achieve client goals * Billable utilization across a small cluster of healthcare accounts * Direct Revenue responsibility of $2-5M+ * Oversight and governance of all sold/managed engagements within aligned accounts * Deliver / oversee project excellence * Drive business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements * Engage with your clients to understand their strategies and objectives to drive value through solutions, and building solid stakeholder/buyer/influencer relationships * Drive business results by producing a well-managed, profitable, and growing book of business and technology opportunities within Healthcare accounts * Build pursuit teams to strategize/close deals and solutions * Ownership of activity within your accounts including: * Oversight and governance of all sold/managed engagements within aligned accounts * Deliver / oversee project excellence * Drives business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements * Help build and shape our Life Science capabilities to solve our client's complex challenges What You'll Bring * Managed and sales revenue experience ($3M+) * Confidence working with clients at SVP, C-suite and/or executive steering committee levels * Deep understanding of healthcare related digital transformation * Clinical trial process experience a plus * Revenue cycle management, patient intake, digital front-door experience a plus * Expert project including all aspects of program/project management * Experienced in business development, including relationship building, solutioning and resourcing About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! A Commercial Relationship Manager is responsible for originating commercial loans and for cross-selling Bank products to commercial accounts. Incumbents are expected to meet or exceed production goals. PRINCIPAL ACCOUNTABILITIES Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements. Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means. Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority. Authorizes or rejects overdrafts in depository account within established authorities. Monitors loan repayment activities and takes necessary action to collect from past-due accounts. Advise customers, where possible, concerning business management and financial matters. Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services. Develops new business by contacting prospects and customers, cross-sells bank services. Prepares lending activity reports for department management. Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities. Participates in community affairs to increase the bank's visibility and to enhance new business opportunities. Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. Performs other specifically assigned duties. OTHER SKILLS/QUALIFICATIONS Requires strong knowledge of personal computer, Microsoft Office and other software used in department. Must be able to prepare documents and compose business letters and memorandums. Must be able to maintain confidentiality of customer and employee information. Must be a self-starter and able to work independently. Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. Must be able to work at a faster than average pace and able to multi-task. WORK ENVIRONMENT Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relation skills with customers and bank associates. Must be willing to participate as a team member. Must be committed to the Banks mission and goals. DIMENSIONS REQUIRED: Provides commercial loans in compliance with the Bank's policies and procedures Bachelor's Degree in Business, finance or equivalent work experience in related field and 3-5 years of previous commercial lending experience in a bank or loan setting Work Location: 6930 Gall Blvd Zephyrhills, Florida 33542 Equal Opportunity Employer, including disabled/veterans.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1492794

✨ Now Hiring: Luxury Spa Sales & Client Experience Manager ✨ 💼 $100K+ Earning Potential | High-End Wellness Spa | Paid Training & Perks Compensation: $3,000/month base salary + performance-based commission On-Target Earnings (OTE): $100,000+ per year Job Type: Full-Time or Part-Time | Flexible Schedule Location: In-person (Travel to nearby spa locations required) Weekend Availability: At least one weekend day required Step Into a Leadership Role Where Sales Meets Luxury Wellness We're looking for a dynamic and results-driven Sales & Client Experience Manager to lead the front-end operations of our luxury spa. In this high-impact role, you'll drive revenue, enhance the guest experience, and support our growth across multiple locations. If you thrive in a fast-paced, high-touch environment where performance is rewarded and leadership is valued, this is your moment. Why Join Us? ✅ $100K+ Earning Potential - Base salary plus uncapped commission ✅ Paid Training - We invest in your success from day one ✅ Gas Reimbursement - For travel to nearby spa locations ✅ Growth-Driven Culture - Advance your career in a growing luxury brand ✅ Employee Discounts - On top-tier skincare products and spa services What You'll Do Lead day-to-day sales operations and team performance at the front desk Deliver exceptional client service while meeting and exceeding revenue goals Drive membership, product, and treatment sales with confidence and professionalism Coach and mentor team members on sales, service, and CRM best practices Manage scheduling, appointment flow, and client communication Handle client concerns and ensure every visit is seamless and elevated Analyze sales KPIs and create action plans for continued growth Collaborate with marketing to align promotions, events, and campaigns Who We're Looking For Proven background in sales or business development (spa, luxury retail, or hospitality preferred) Strong leadership skills with the ability to inspire and motivate a team Confident communicator who thrives in a client-facing, high-end setting Driven by goals, performance, and results Familiar with CRM software, scheduling systems, and client management tools Must have reliable transportation and the flexibility to work at least one weekend day Compensation & Perks 💰 Base Salary: $3,000/month 📈 Uncapped commission - The more you sell, the more you earn 🧠 Paid onboarding and training ⛽ Gas reimbursement for travel between nearby spa locations 💎 Staff discounts on luxury skincare and treatments 🚀 Career advancement in a fast-growing, high-end wellness company Ready to Elevate Your Career? If you're passionate about luxury, driven by results, and ready to lead, we want to hear from you. 📩 Apply now with your resume, contact number, and email. 📧 After applying, send a quick follow-up including: Your earliest available start date Your daily sales goal (numeric) A brief summary of your sales and leadership experience Make wellness your career-and success your lifestyle. Apply today.

United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of a existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acumen. What You'll Do Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services, and offering other bank services. Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners. Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures Provide guidance to credit analysts and/or portfolio managers Take a balanced approach to quality, profitability, and growth Advocate for your clients within the context of United Community's credit standards and current economic conditions Network with clients to identify avenues for new business opportunities Requirements For Success Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training, and experience 5+ years of commercial and/or middle market banking experience Strong understanding of credit, commercial products, and financial statement analysis Sales and relationship building skills Proven ability to achieve individual goals while working within a team-based sales environment Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike Proven ability to work independently toward reaching and exceeding quarterly and annual goals Active in the Community through industry groups, networking events, and board/volunteer services Conditions of Employment Must be able to pass a criminal background & credit check FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES * Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. * Self-acquires new business by being active and well connected in the community. * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. * Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. * Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. * Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. * Team and peer group role model for other Private Client Relationship Managers. * Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. * Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Using sound judgment on expense and operational efficiency QUALIFICATIONS * Bachelor's Degree Required. * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. * 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. * Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. * Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge of deposit, credit and investment products. * Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. * Ability to thrive and be an active participate on a team. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Our nation's elections are being challenged like never before. As the first newcomer in the industry in the last 30 years, Clear Ballot rises to the challenge with a simple goal: Let's create technology that empowers our customers to improve democracy. Elections are the cornerstone of our democracy, with the right to vote being one of our greatest freedoms. Great elections require secure and reliable tabulation equipment, full transparency of the process in which ballots are created and cast, and the ability to audit the results. Our mission is to surpass those expectations in a way that will raise the bar for the entire election technology industry. About Clear Ballot Group Clear Ballot Group is a leading provider of election technology focused on post-election audits, ballot scanning, and election transparency. We partner with election officials across the United States to deliver secure, accurate, and auditable election solutions that strengthen voter confidence and election integrity. Clear Ballot currently supports a majority of counties in Florida and continues to expand adoption of both established and emerging election-audit technologies across the state. Position Overview The Customer Relationship Manager (CRM) for Florida is a hybrid, field-based role responsible for managing existing customer relationships, supporting technical deployments, and assisting with growth across smaller or emerging opportunities in the state. This role serves as the primary Clear Ballot representative for assigned Florida counties and is critical to maintaining customer satisfaction, operational success, and continued adoption of Clear Ballot solutions. The CRM must be comfortable operating at the intersection of customer service, technical delivery, and consultative selling. This individual will regularly engage with county election officials, IT teams, and audit staff, provide on-site and remote support, conduct product demonstrations, and assist with incremental sales opportunities. Key Responsibilities Customer Relationship Management Serve as the primary day-to-day contact for assigned Florida county customers Build and maintain strong, trusted relationships with Supervisors of Elections, IT staff, and audit teams Coordinate customer support, scheduling, and on-site engagement during audit and election cycles Ensure customer satisfaction across implementations, audits, and ongoing operations Act as an advocate for customers while aligning with Clear Ballot operational and product priorities Technical Implementation & Field Support Install, configure, and support Clear Ballot systems in customer environments, including: Servers and laptops Closed or air-gapped networks Peripheral hardware and third-party scanning devices (e.g., high-speed image scanners) Perform on-site setup, validation, training, and troubleshooting Support post-election audit operations and related workflows Collaborate with internal engineering and operations teams to resolve technical issues and improve deployments Product Demonstrations & Pre-Sales Support Conduct product demonstrations for prospective customers, both on-site and remotely Clearly explain system workflows, capabilities, and operational value to technical and non-technical audiences Support discovery conversations and solution positioning for smaller or incremental opportunities Assist sales leadership by providing technical credibility and local customer context Sales & Account Growth Support (Limited Scope) Support growth across smaller or uncovered opportunities within Florida Identify expansion opportunities within existing customer accounts Assist with scoping, pricing inputs, and proposal development for sale opportunities. Provide customer feedback and market intelligence to sales and product teams Travel & On-Site Engagement Travel extensively throughout the state of Florida to customer sites, audit locations, demonstrations, and meetings Expect overnight and multi-day in-state travel, particularly during peak election and audit periods Periodic travel to other states may be required to support installations, demonstrations, or company initiatives Represent Clear Ballot professionally at customer offices, conferences, and industry events Required Qualifications Bachelor's degree or equivalent professional experience 3+ years of experience in a customer-facing role involving technology, systems implementation, or enterprise support Strong technical aptitude with servers, laptops, networking, and hardware integration Ability to install, configure, and troubleshoot complex systems in field environments Excellent verbal and written communication skills Comfortable presenting and demonstrating software and hardware solutions Ability to manage multiple customer relationships and priorities simultaneously Willingness and ability to travel Preferred Qualifications Experience working with government or public-sector customers Background in elections, audits, compliance, or regulated environments Experience with document imaging, scanning systems, or data-processing workflows Prior experience in consultative selling, account expansion, or solutions engineering roles Key Attributes for Success Professional, articulate, and confident when engaging senior election officials Technically hands-on and comfortable working independently in the field Organized, reliable, and responsive during time-sensitive election cycles Strong problem-solver with attention to detail Able to balance customer advocacy with company objectives Why Join Clear Ballot Group Mission-driven work supporting election transparency and integrity Ownership of a critical state footprint with meaningful customer impact Opportunity to influence customer growth and adoption of new technologies Collaborative team with deep election-industry expertise Clear Ballot Group, Inc. is an Equal Opportunity Employer. We believe everyone deserves to work in a welcoming, respectful and considerate environment. We live by our values and hire accordingly. Our talented team and driven investors share a passion for solving problems and restoring confidence in America's democratic process. We are looking for energetic professionals to join us in this mission.

Group Clear Ballot Group is a leading provider of election technology focused on post-election audits, ballot scanning, and election transparency. We partner with election officials across the United States to deliver secure, accurate, and auditable election solutions that strengthen voter confidence and election integrity. Clear Ballot currently supports a majority of counties in Florida and continues to expand adoption of both established and emerging election-audit technologies across the state. Position Overview The Customer Relationship Manager (CRM) for Florida is a hybrid, field-based role responsible for managing existing customer relationships, supporting technical deployments, and assisting with growth across smaller or emerging opportunities in the state. This role serves as the primary Clear Ballot representative for assigned Florida counties and is critical to maintaining customer satisfaction, operational success, and continued adoption of Clear Ballot solutions. The CRM must be comfortable operating at the intersection of customer service, technical delivery, and consultative selling. This individual will regularly engage with county election officials, IT teams, and audit staff, provide on-site and remote support, conduct product demonstrations, and assist with incremental sales opportunities. Key Responsibilities Customer Relationship Management * Serve as the primary day-to-day contact for assigned Florida county customers * Build and maintain strong, trusted relationships with Supervisors of Elections, IT staff, and audit teams * Coordinate customer support, scheduling, and on-site engagement during audit and election cycles * Ensure customer satisfaction across implementations, audits, and ongoing operations * Act as an advocate for customers while aligning with Clear Ballot operational and product priorities Technical Implementation & Field Support * Install, configure, and support Clear Ballot systems in customer environments, including: * Servers and laptops * Closed or air-gapped networks * Peripheral hardware and third-party scanning devices (e.g., high-speed image scanners) * Perform on-site setup, validation, training, and troubleshooting * Support post-election audit operations and related workflows * Collaborate with internal engineering and operations teams to resolve technical issues and improve deployments Product Demonstrations & Pre-Sales Support * Conduct product demonstrations for prospective customers, both on-site and remotely * Clearly explain system workflows, capabilities, and operational value to technical and non-technical audiences * Support discovery conversations and solution positioning for smaller or incremental opportunities * Assist sales leadership by providing technical credibility and local customer context Sales & Account Growth Support (Limited Scope) * Support growth across smaller or uncovered opportunities within Florida * Identify expansion opportunities within existing customer accounts * Assist with scoping, pricing inputs, and proposal development for sale opportunities. * Provide customer feedback and market intelligence to sales and product teams Travel & On-Site Engagement * Travel extensively throughout the state of Florida to customer sites, audit locations, demonstrations, and meetings * Expect overnight and multi-day in-state travel, particularly during peak election and audit periods * Periodic travel to other states may be required to support installations, demonstrations, or company initiatives * Represent Clear Ballot professionally at customer offices, conferences, and industry events Required Qualifications * Bachelor's degree or equivalent professional experience * 3+ years of experience in a customer-facing role involving technology, systems implementation, or enterprise support * Strong technical aptitude with servers, laptops, networking, and hardware integration * Ability to install, configure, and troubleshoot complex systems in field environments * Excellent verbal and written communication skills * Comfortable presenting and demonstrating software and hardware solutions * Ability to manage multiple customer relationships and priorities simultaneously * Willingness and ability to travel Preferred Qualifications * Experience working with government or public-sector customers * Background in elections, audits, compliance, or regulated environments * Experience with document imaging, scanning systems, or data-processing workflows * Prior experience in consultative selling, account expansion, or solutions engineering roles Key Attributes for Success * Professional, articulate, and confident when engaging senior election officials * Technically hands-on and comfortable working independently in the field * Organized, reliable, and responsive during time-sensitive election cycles * Strong problem-solver with attention to detail * Able to balance customer advocacy with company objectives Why Join Clear Ballot Group * Mission-driven work supporting election transparency and integrity * Ownership of a critical state footprint with meaningful customer impact * Opportunity to influence customer growth and adoption of new technologies * Collaborative team with deep election-industry expertise

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: Has proven success in consultative sales in financial services and/or business-to-business sales Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Is motivated to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership experience Strong computer skills with an ability to multitask in a demanding environment Bachelor's Degree in business, finance, economics or related field or seven years of relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40

CFS is hiring a full-desk Executive Recruiter to join our team in Orlando! This sales role is responsible for obtaining new clients and maintaining existing accounts; recruiting top accounting and finance talent; “match making” professionals with opportunities; and building long-standing relationships with accounting and finance decision makers. About CFS: 100% employee-owned company - all employees share in the success and growth of the company through our ESOP We offer competitive compensation plan (salary + uncapped commission), full benefits, 401k+ matching, stock ownership (ESOP), fun contests, and opportunity to win trips to tropical destinations We believe in giving our employees support and tools to succeed with the independence to execute We invest in our employees, including comprehensive new hire training, as well as on-going training and development throughout your career We have a history of promoting our employees into division and branch management positions National company with a small family feel-you are a name at CFS, not a number CFS Core Values: Integrity, Teamwork, Excellence in Accountability, Positive Mindset, Discipline/Hard Work CFS's Vision for all Employees: Grow, Have Fun, Make Money, and Provide Opportunities to People Award winning, including 2023, 2024, and 2025 “Top Workplaces USA Award Winner”; Best Practice Institute “Most Loved Workplace” certification; several recognitions from Staffing Industry Analysts including “2024 Best Staffing Firms to Work For”; recognition from Newsweek, Forbes, FlexJobs, ESOP Association, Zippia The ideal fit for this role: 2+ years of experience in sales, staffing, or recruiting with a proven track record of success OR 1-4 years of public accounting experience Enjoys sales-the thrill of the hunt, negotiating, closing the deal-and wants to sell and make money Likes to manage her/his/their work like it is her/his/their own business Ability to communicate at all levels confidently and effectively in an organization Good at connecting on social media, but even better connecting by phone and face to face (including video chat) Driven, competitive, self-motivated, and a team player Good sense of humor Benefits include: Compensation: Base salary + uncapped commission + bonus. Long term wealth: 401K + match. Employee Stock Ownership (ESOP) - you have equity in the company! Insurance: health, dental, vision, life. FSA, HSA, and Dependent Care spending accounts. Commuter benefit. 4 weeks Paid Time Off (PTO) and paid holidays Hybrid flexibility after on-boarding and training keywords: sales, business development, account manager, staffing, recruiter, recruiting, executive recruiter, search, hiring, interview, hire, accounting, public accounting, CPA #LI-AC5

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

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! A Commercial Relationship Manager is responsible for originating commercial loans and for cross-selling Bank products to commercial accounts. Incumbents are expected to meet or exceed production goals. PRINCIPAL ACCOUNTABILITIES Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements. Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means. Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority. Authorizes or rejects overdrafts in depository account within established authorities. Monitors loan repayment activities and takes necessary action to collect from past-due accounts. Advise customers, where possible, concerning business management and financial matters. Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services. Develops new business by contacting prospects and customers, cross-sells bank services. Prepares lending activity reports for department management. Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities. Participates in community affairs to increase the bank's visibility and to enhance new business opportunities. Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. Performs other specifically assigned duties. OTHER SKILLS/QUALIFICATIONS Requires strong knowledge of personal computer, Microsoft Office and other software used in department. Must be able to prepare documents and compose business letters and memorandums. Must be able to maintain confidentiality of customer and employee information. Must be a self-starter and able to work independently. Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. Must be able to work at a faster than average pace and able to multi-task. WORK ENVIRONMENT Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relation skills with customers and bank associates. Must be willing to participate as a team member. Must be committed to the Banks mission and goals. DIMENSIONS REQUIRED: Provides commercial loans in compliance with the Bank's policies and procedures Bachelor's Degree in Business, finance or equivalent work experience in related field and 3-5 years of previous commercial lending experience in a bank or loan setting Work Location: 6930 Gall Blvd Zephyrhills, Florida 33542 Equal Opportunity Employer, including disabled/veterans.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. Self-acquires new business by being active and well connected in the community. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. Team and peer group role model for other Private Client Relationship Managers. Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. Using sound judgment on expense and operational efficiency QUALIFICATIONS Bachelor's Degree Required. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. Advanced and proven working knowledge of deposit, credit and investment products. Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. Ability to thrive and be an active participate on a team. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

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

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.