Relationship manager jobs in Port Charlotte, FL - 394 jobs

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2 #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Commercial Lending is a key growth strategy for Achieva Credit Union. The Inside Commercial Relationship manager processes incoming commercial loan requests, including online, phone, branch, and video appointments for commercial loan requests between $50K and $500K. The role cross-offers treasury management solutions to deepen relationships and ongoing relationship management on any assigned loan portfolio, including completing timely annual reviews, ensuring a positive member experience, and adhering to all credit union policies and regulatory requirements. Ideal role for a highly motivated, self-driven individual with aspirations to grow into a Sr. Commercial Loan Officer position, sourcing leads and centers of influence within local communities. The position offers a solid foundation in commercial lending and member service, with opportunities for advancement based on performance and demonstrated potential. Key Responsibilities: Member Engagement and Loan Origination Serve as the first point of contact for inbound commercial loan inquiries. Engage thoroughly with applicants and members to understand current and anticipated future financial needs, recommending suitable loan, deposit, Treasury Management products, annual reviews, ongoing tickler, and other miscellaneous needs. Guide applicants through the loan process, ensuring complete and accurate applications and documentation. Maintain consistent communication with members from application through loan payoff, including ways to maximize their membership, navigating the annual loan review process, and by providing ongoing recommendations to support their ongoing business needs. Manage loan pipeline to ensure member satisfaction, timely responses, and positive member experiences. Consistently meets commercial loan unit and funded dollar goals. Loan Evaluation & Compliance Analyze applicant profiles - including credit, income, assets, property valuations, and business financial review details to assess relationship opportunities at application and annual review as required. Recommend approval or denial of applications based on established criteria. Ensure compliance with all regulatory requirements, including timelines and documentation standards. Stay informed about local commercial and Treasury Management trends, competitive offerings, and regulatory changes. Participate in required annual training, including BSA and Privacy Act compliance. Organizational Engagement Represent the credit union with professionalism and courtesy in all interactions. Uphold the highest ethical standards in all interactions and responsibilities. Partner with leadership to support the credit union's goal of being a top employer. Take initiative to perform other essential functions as needed to support the team. Travel, on occasion, may be required, including travel within the local area and to the Corporate Headquarters in Dunedin, FL for sales/team meetings. Weekends are required to meet member and business demands. Requirements: Education and Experience Bachelor's degree in business administration or equivalent combination of education and work experience recommended. 3-5 years of credit union experience required; experience with basic lending required. Certifications NMLS required upon hire. Skills and Attributes Base knowledge of standard commercial lending principles and practices, including SBA SOP, NCUA Regulation Title 12, Part 723, evaluating financials and spreads, Vertical IQ, etc. Strong presentation skills, including reviewing CAMs for completeness and accuracy, building visual loan recommendation presentations, and oral presentation skills that present comprehensive information so that Commercial Loan Committee, the Board of Directors, and other groups can make well informed decisions. Base knowledge of regulatory compliance in credit union/financial institution operations. Customer service background with excellent communication, interpersonal, and problem-solving skills. Ability to handle confidential member personally identifying information (PII) with discretion. Demonstrated networking and Center of Influence management resulting in meaningful booked business. Member focus- strong communication, responsive, and diligent in follow up resulting in positive member feedback survey scores, such as Net Promoter, Member Feedback, and/or Google Reviews. Compliant- adheres to current credit union, state, and NCU policies, procedures, and regulations. Self-directed- proactively manages pipeline, leads, recommends product/service/process changes as needed. Provides timely updates for accurate tracking and monitoring of pipelines, portfolios, etc. Proficiency in Microsoft Office. Analytical thinking and attention to detail. Ability to build trust and maintain positive relationships across all business units and teams. Ability to handle sensitive, confidential information. High level of customer service skills. Physical Demands & Work Environment Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made be made to enable individuals with disabilities to perform the essential functions of the job. This role operates in a flexible environment and may include hybrid work, in-field member visits, and time in an office setting in an Achieva Branch. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. The position may require extended periods of sitting or standing and occasional lifting of up to 25 pounds. EEO Statement Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

The Admissions Team Administrator of Transfer Relationship Management leads a small team of highly skilled professionals to recruit students that meet specific enrollment targets to the University of South Florida. This role will manage the transfer recruitment territory and recruiters and is responsible for hitting enrollment goals, travel to secondary schools, attend college fairs to meet with counselors, parents, and prospective USF students and maintain those relationships. Responsibilities • Lead a team of highly skilled professionals in developing a recruitment plan to implement and meet specific enrollment goals for transfer student recruitment. Manage recruitment territories by attending outreach activities in collaboration with state college representatives and community partners; participates in the development and implementation and communication of the on-boarding process and completion of success steps for prospective students. • Attend college fairs, state colleges and other admissions events to build relationships with prospective students, applicants, counselors, and parents. Provide admissions guidance through information session, presentations and meetings with students, families, and counselors through in-person and group settings and act as a point of contact. Coordinate and participates in outreach and access activities for the community and university partners as needed. • Analyze and monitor recruitment metrics to identify areas for improvement and implement changes as needed. Assess applications and review academic credentials to determine admissibility and scholarship eligibility for student admission. Collaborate with Strategic Initiatives to determine marketing effectiveness and impact on applicant and enrollment goals for specific populations. Provide enrollment projections and reports to leadership as necessary. • Build and maintain relationships with college counselors on behalf of USF. Collaborate with university faculty and staff, departments, and community partners to reach enrollment goals. Maintain effective communication and provide admissions guidance to students. Qualifications Bachelor's degree and a minimum of five (5) years of related experience -OR- equivalent combination of education and experience. • Ability to partner and build strategic relationships with both internal and external key stakeholders. • Possesses comprehensive knowledge of the field's policies, procedures, and practices. Degree Equivalency Clause: Four years of direct experience for a bachelor's degree. • Senate Bill 1310- The Florida Senate (************************************************ is conditional upon meeting all employment eligibility requirements in the U.S. • SB 1310: Substitution of Work Experience for Postsecondary Education Requirements • A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed: • (a) Two years of direct experience for an associate degree; • (b) Four years of direct experience for a bachelor's degree; • (c) Six years of direct experience for a master's degree; • (d) Seven years of direct experience for a professional degree; or • (e) Nine years of direct experience for a doctoral degree • Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment. • Minimum Qualifications that require a high school diploma are exempt from SB 1310.

This position is responsible for driving new business through the sales of Property Management, Title, Escrow and other Specialty Depository services including but not limited to deposits and treasury services offered by the Bank. They are also a consultant and business partner to the Sales Team to ensure Bank clients with specialty depository needs are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities. Participates in customer calls and provides pre and post-sale client support for clients managed by the Specialty Deposit Group (SDG). ESSENTIAL DUTIES AND RESPONSIBILITIES Generate new business through identifying market opportunities through cold calls, warm leads & referrals. Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients. Maintain active sales pipeline and provide real time updates utilizing CRM tools. Provides support to the Sales Team to educate and sell additional products to SDG clients via onsite and telephonic meetings. Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered. Handle in-bound customer service inquiries, training and support requests pertaining to Deposit, Treasury Management & Internet Banking products and services, while ensuring high customer service quality. Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms. Understand and comply with requirements of all laws and regulations applicable to the position. Complete new client setup and/or deletion requests and client training in all related products and services Assist in fulfilling the department's audit requirements and ensure the implementation and completion of agreed audit recommendations. Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services. Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Deposit and Treasury Management services ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance, appearance, and professionalism Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Performs any other duties that may be assigned by supervisors or management team Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS 5 years of related Deposit and Treasury Management experience and/or training; or the equivalent combination of education and experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. Some knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties. Experience with Sales Force and/or similar CRM tools preferred. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Standing, walking and squatting less than fifty percent of the work shift Required to lift, move and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture #LI-NS1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Account Manager Sunrise Landscape, operating as CLA Landscape, are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work! We are excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000 employees. Headquartered in Tampa, Florida, for more than 40 years, our services focus on meeting the customer's needs with a commitment to landscape and service excellence. In prioritizing the importance of this vision, we are excited to have the opportunity for an Account Manager for our expanding area in Fort Myers, FL. The right candidate is someone who is innovative and bring new ideas on how we focus on a client-first culture. This role will be located in Fort Myers Fl and will serve various clients in that area. Your Role The Account Manager (aka Client Success Manager) will be the primary business and relationship manager for Sunrise Landscape's Venice based customers. This role requires someone with deep experience in client management and can bring new ideas on how to highlight an excellent client experience. This role requires an exceptional attitude of managing relationships and excellent day-to-day communication with both the client and the operations teams on service delivery. This position will be expected to establish regular business reviews including formal presentations and generating annual budget and account plans. In this role, you will be expected to do the following: Develop, build, nurture and maintain exceptional client relationships for a portfolio of large commercial landscape customers; act as the primary relationship and escalation contact with client. The primary functions includes relationship management, operational support and coordination, launch readiness, communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Aids clients in achieving their goals. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of Client Delight. Lead internal team meetings to problem solve through collaboration and communication resulting in a more efficient and effective delivery of service for the client accounts. You will need to influence without direct reporting authority. Proactively plan and communicate daily operational plans to ensure leaders and front-line crews execute on the client scope of work. Develop and communicate weekly client updates regarding operations and property needs. Create all client proposals and build annual and multi-year client budgets. Conduct property quality assessments through onsite inspections to keep clients informed of work being performed, work scheduled and other property needs. Understand core issues happening at the branch location and within crew operations to enhance branch and bring solutions to resolve enabling you to be seen as a valuable resource for operational improvement. What You Bring To Us: Bachelors' degree required. Minimum of 5-7 years' of professional experience in a client facing role; excellent track record in establishing and maintaining client relationships. (Client References a big plus!) Strong written, verbal, and interpersonal communication skills are critical to this position - and embodies a collaborative work style. Must be a good listener and able to respond to clients in a professional manner. The ability to work independently as well as working with management on key client issues. Excellent organizational skills with the ability to: perform detail-oriented work accurately, handle several assignments simultaneously, maintain confidential information, and produce reports in a timely manner. Ability to travel to client sites in the Venice area. Additional Information: We are excited to review your qualifications for the Account Manager role. Please note, if you do not submit a resume outlining the details of your previous roles & responsibilities, we are unable to move forward with considering your candidacy. What We Offer: Competitive Salary: Attractive compensation package commensurate with experience. Benefits: Health, dental, and vision insurance; 401(k) with company match; paid time off; and professional development opportunities. Work Environment: Collaborative and supportive team culture with opportunities for career growth and advancement. Work-Life Balance: Flexible work arrangements and a commitment to maintaining a healthy work-life balance.

The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular client or multiple clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor. Your Impact: Strategic: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals. Operational: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction. Marketing/Business Development: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships. Management/Leadership: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff. Here's What You'll Need: * Must be a Registered Architect in the State. * Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes. * Must have prior K12 and/or Higher Education experience to be considered.

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

Job Description The Business Banking Relationship Manager (BBRM) is responsible for driving new loan production, deposit growth, and client development in the Ft. Myers market. This role focuses on building and managing relationships with business clients, delivering tailored financial solutions, and ensuring disciplined credit practices. The BBRM also collaborates with leadership to optimize processes and contribute to competitive market strategies. Essential Job Functions Develop and manage business banking relationships, providing customized financial solutions to meet client needs. Drive loan production and deposit growth by proactively identifying opportunities and cross-selling products and services. Identify, pursue, and close sales opportunities across a broad range of financial products. Represent the institution in the community through active participation in professional organizations and events. Conduct ongoing portfolio reviews to monitor client performance, credit quality, and market conditions. Proactively manage risk exposure to ensure balanced growth, profitability, and regulatory compliance. Knowledge, Skills & Abilities Experience selling in the business banking market, including understanding customer needs, competitive landscapes, and regulatory environments. Proven ability to build strong relationships and influence stakeholders at all levels. Initiative to meet sales goals and drive growth and innovation. Ability to assess loan risks and make sound financial decisions. Proficiency in banking systems and Microsoft Office applications (Word, PowerPoint, Excel). Ability to travel overnight, as needed. Basic Qualifications Bachelors degree in business, finance, or related field, or equivalent work experience required. Minimum 2 years of experience in business banking sales and client relations, or related financial services experience required. Minimum 1 year of experience in credit analysis and risk assessment preferred. Compensation is based on experience - Salary + Quarterly Bonus

eDist is a fast-growing Platform-as-a-Service (PaaS) company that helps B2B organizations buy, sell, and support subscription software and companion hardware at scale. We're on the verge of launching the newest release of our PaaS, which will unlock powerful new capabilities for our existing partner ecosystem and attract many new partners and vendors. This next chapter includes expanding our platform, entering new verticals, and preparing the organization for future global growth and pre-IPO readiness. Historically known as the leading value-added distributor in speech recognition and healthcare (including Dragon solutions and companion hardware like professional microphones), we now operate as a modern revenue platform-supporting VARs, corporate resellers, referral partners, and direct customers across the U.S., Canada, and the Caribbean. With distribution centers in New Jersey and Canada, we combine strong operational execution with high-touch professional services such as training, implementation, project management, and advanced technical support. eDist is a stable, well-funded, non-seasonal growth company headquartered in Bonita Springs, Florida, where teams work onsite, collaborate closely with all locations, and enjoy doing meaningful work with top healthcare B2B brands. We are looking for great people who can grow their careers in our quickly expanding company and look to promote from within the eDist Pro Services Client Success Team. Job Summary Trainers deliver high-quality, engaging training experiences for clients using AI software solutions. This role combines product expertise, technical troubleshooting, workflow optimization, and customer service to ensure smooth onboarding and long-term user success. Trainers serve as trusted advisors throughout implementations, upgrades, and ongoing use of our solutions. They deliver training in multiple formats (on-site, virtual, one-on-one, or classroom), provide first-tier technical support, document workflows, and help clients adopt efficient, effective practices. Our goal is to deliver exceptional client outcomes and maintain a 98% satisfaction rating. Key Responsibilities Training & Support Facilitate engaging training sessions on-site or remotely, in group or individual formats, using adult learning and instructional best practices. Guide clients through new implementations and upgrade processes, ensuring smooth adoption and configuration. Assess, document, and optimize workflows using Dragon speech recognition within applications such as EHRs, Microsoft Word, and Outlook. Provide first-tier technical support to diagnose and resolve product, configuration, or workflow issues via phone, web, or email. Support clients with basic product installations, initial setup, and system readiness checks. Documentation & Reporting Record training activities, client feedback, workflow guidance, and support interactions in HubSpot or other internal systems. Track client progress, challenges, and successes for follow-up, reporting, and continuous improvement. Maintain accurate documentation of utilization, support cases, and client deliverables. Collaboration & Continuous Improvement Collaborate with team members to ensure consistent, high-quality delivery and shared best practices. Provide client insights, workflow recommendations, and product feedback to the Training Manager. Assist with internal product training, light project management tasks, or team initiatives as needed. Identify and refer opportunities for additional services or products to the sales team. Stay current on product updates, trends, workflow changes, and required certifications. Follow company travel guidelines and expectations for on-site training engagements. Required Qualifications 1-3 years of experience in training, technical support, customer service, education, or a related role. Strong communication and presentation skills across virtual and in-person settings. Comfort learning new technologies and explaining technical concepts in user-friendly terms. Experience with Microsoft Office applications (Word, Outlook, Teams, etc.). Strong problem-solving skills with the ability to troubleshoot basic technical issues. Ability to travel for on-site training engagements as needed. High attention to detail and strong documentation habits. Preferred Qualifications Experience with Dragon speech recognition software or similar technologies. Familiarity with EHR systems or workflows in clinical environments. Experience using a CRM (HubSpot preferred). Background in adult learning, instructional design, project coordination, or SaaS onboarding. Benefits: 401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance JOB CODE: 1000151

Crews Bank & Trust is looking for a Retail Banking Officer for the Gulf Cove office location. Do you have a heart for serving the customer? Are you a results-oriented banker with decision making experience? Have you successfully built relationships and gained new business? Do you enjoy leading a team? The Retail Banking Officer is essential to the success and sustainability of the branch office, serving as the strategic and operational leader responsible for driving growth, and customer satisfaction. Provides leadership to maintain an engaged, operationally sound and high performing team dedicated to serving the bank's consumer and business customers. Effectively builds and cultivates relationships with customers, prospects and team members, and is dedicated to the vision and strategic initiatives of the Bank. Actively involved in the community, the Retail Banking Officer works on customer retention and to develop new business with deposit acquisition, lending, and referrals to other business lines. Requirements Responsibilities include: Cultivating relationships with customers and prospects, creating an environment where they feel valued and respected Represents the bank in the community and promotes business development by recognizing opportunities and regularly calling on prospects. Partners with Lending and Trust staff, when applicable, to expand customer relationships Maintains comprehensive knowledge of all retail, business and electronic banking products and services. Experience and ability to function as any branch team position if needed. Provides recommendations for branch growth and partners with Area President to ensure goals are aligned with overall bank initiatives; tracks statistical reporting information on branch and market trends Empowered to handle customer situations and escalated issues to resolution efficiently and effectively; ensures high levels of professionalism and service are met and exceeded. May include responsibilities for Consumer and/or HELOC lending; maintains skills necessary to adhere to Bank lending policy, guidelines and practices. Qualifies for and holds NMLS designation if applicable. Provides leadership in coaching and development of employee team for overall branch success and profitability. Sets clear expectations and models desired behaviors to foster a motivated, high-performing team. Possesses knowledge of regulatory compliance requirements, including BSA, CIP, Security, Fair Lending, CRA and others vital to the financial practices of the Bank. Minimum Requirements: Associates or Bachelor's degree preferred Five (5) or more years of banking with supervisory and leadership experience, and/or similar relevant work experience Excellent interpersonal and communication skills Sound judgment and decision making experience Results oriented, strategic thinker Desire and willingness to work in a collaborative, flexible and team-oriented work environment Knowledge of banking industry regulations, procedures and workflows Ability to supervise, motivate and build a successful team All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disability

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products Compensation will be tailored to the individual

JobID: 210700199 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We'll rely on you to find ways to outperform our competition and maintain our company's positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Ultimately, you'll maintain strong relationships with our company's clients to boost our brand and profits in the long-run. Responsibilities Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge of competitors Requirements and skills Proven experience as a Client Relationship Manager Knowledge of customer relationship management (CRM) practices Experience in sales or customer service is preferred Problem-solving attitude Excellent communication skills Aptitude for fostering positive relationships Teamwork and leadership skills Customer-oriented mindset BSc/BA in Business Administration or similar field Compensation: $1,000.00 per week The IICRC is the Institute of Inspection Cleaning and Restoration Certification, a non-profit organization for the Inspection, Cleaning, and Restoration Industries. The IICRC, originally named the International Institute of Carpet and Upholstery Cleaning Inc. (IICUC), was founded in 1972 by Ed York. Since starting in 1972, the IICRC has evolved into a global organization with more than 49,000 active Certified Technicians and more than 6,500 Certified Firms around the world. The IICRC is managed by its Board of Directors, which is composed of 15 industry leaders elected by the IICRC's Shareholders. The Board of Directors' function is to represent the various interests of the applicants while leading the direction of the organization. The Board of Directors meets four times per year and is tasked with the responsibility of helping shape future policies of the organization and uphold the standards that help shape the industry.

Vantage Logistics is not currently hiring for this role, but we are continuing to grow and adding new positions every week. Please apply via this listing to express interest in the role. When an opportunity arises, we will contact applicants who have expressed interest here. At Vantage, an Account Manager is an employee who continuously manages customer accounts, maintains customer relationships, provides excellent customer service, and can always add value. Account Managers hold thorough knowledge of third-party logistic companies, represent the company's brand, and are always customer focused. What You'll Do: Run reports through the internal TMS (Mcleod) Customer account oversight and management Understand the prospect to customer lifecycle Self-starter in lead generation through creative avenues- Including external websites, social media platforms, and lead generating systems Understand how to pursue prospects Understand how to provide value to customers and prospects to gain a larger platform for sales Conduct sales calls with new prospects to develop relationships and continuously update the CRM to build your own book of business Verify necessary information regarding customers, including sales, customer freight, and required carrier information Maintain customer relationships and expand customer base to eventually own accounts Negotiate with customers and prospects rates for lanes opportunities Communicate with sales and management team any account updates Thorough understanding of the logistics market to provide competitive pricing to customers Communicate and provide solutions to customers for issues that arise with their freight Make outbound calls and take inbound calls Know when management needs to be involved Abide by the company policies and procedures Qualities of an Account Manager: Self-Motivated Financially Driven Proactive Communicative Personable Flexible Organized and Detail Oriented Problem-Resolution Expert Disciplined Team Player Ability to Multitask Vantage's Ideal Candidate: Vantage's ideal candidate is someone who understands the value of a third-party logistics company with operational and sales experience. Someone who is looking for a fast-paced environment and to pursue the next step in a company that provides a career path. Someone who is a self-starter, has the ability to multi-task, and is financially motivated. Requirements and Skills: High School Diploma or equivalent education Preferred 1-2 years minimum of Account Management experience in the supply chain industry Experience in a fast-paced environment CRM, TMS and Microsoft Office experience Exceptional written and verbal communication Negotiation skills and tactics

Job DescriptionBenefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I opened my agency in 2008 and am proud to carry on the legacy as a second-generation State Farm agent. Our team has grown to 10 members, and were deeply rooted in the Florida community Ive always called home. Im a University of Florida graduate and a proud dad, and community involvement is a big part of who we are. I serve on the board of Crossroads Hope Academy, have held leadership roles with the Charlotte County Chamber of Commerce and Punta Gorda Chamber of Commerce, and continue to stay involved through organizations like Leadership Charlotte, the Economic Development Partnership, and Team Punta Gorda. We offer 15 days of personal time, a Simple IRA, health benefits, paid licensing, and a strong focus on worklife balance. This is an hourly position that is overtime-eligible, with monthly commissions and additional performance-based bonuses. Our office culture is built around positive energy, strong relationships, and genuinely taking great care of people. Were looking for personable, growth-minded team members who want to develop their skills, serve others well, and be part of a supportive, community-focused agency. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Mike Martin - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Simple IRA Life insurance Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Dean Mcconville - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.