Relationship manager jobs in Port Charlotte, FL - 190 jobs

Job Title: Client Engagement Manager Join a fast-growing healthcare IT Managed Services Provider that partners with healthcare organizations to deliver secure, reliable technology solutions. We're looking for a Client Engagement Manager (CEM) to strengthen client relationships, drive service adoption, and ensure long-term satisfaction and retention. The CEM serves as the strategic link between our technical teams and client leadership, aligning business goals with IT delivery and ensuring every engagement delivers measurable outcomes. What You'll Do Serve as the primary point of contact for assigned clients, building trusted relationships with executives and operational leaders. Develop and execute client engagement plans that align our services with each organization's business objectives. Lead quarterly and monthly business reviews (QBRs/MBRs), using data and insights to demonstrate value and ROI. Monitor client health and engagement metrics; proactively address risks to satisfaction or retention. Partner cross-functionally with technical, support, product, and operations teams to ensure seamless delivery. Coordinate and resolve major client issues, balancing urgency with professionalism and maintaining positive client sentiment. Collaborate with sales to identify growth opportunities (without a sales quota). Act as the voice of the customer, sharing structured feedback and insights with internal stakeholders to influence product and service improvements. What You'll Bring: Proven experience managing client relationships in a service-driven environment (e.g., healthcare, IT services, SaaS, or MSP). Strong business acumen and the ability to connect technology solutions to client outcomes. Skilled communicator able to translate technical information into business impact for diverse audiences. Experience using data and metrics to tell a compelling story in executive business reviews. Excellent interpersonal, organizational, and problem-solving skills. Bachelor's degree in Business, IT, Communications, or a related field. Availability to travel to client locations as needed. Why You'll Love Working Here Be a trusted strategic partner to healthcare clients whose technology directly impacts patient care. Work alongside technical experts and leadership teams in a collaborative, solutions-oriented environment. Shape the client experience end-to-end-no quotas, just meaningful relationship and results ownership. Competitive salary, full benefits (medical, dental, vision, life, disability, 401(k) match), and paid holidays.. Work Location: 100% in-office. Locations in Estero, FL

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview We are seeking a Senior Client Service Manager to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide. How you'll make an impact Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of coverage. Nurture relationships with your clients Conduct periodic audits to ensure compliance standards and service levels are met. Maintain accurate client and policy data and documents within your Gallagher systems. Use Gallagher's technology to improve productivity and quality. Skills for Success: Previous commercial insurance knowledge and experience managing client relationships. Ability and desire to deliver an exceptional client experience Develop a professional rapport with internal and external partners Utilize your resilient and adaptable mentality in the face of shifting priorities Eagerness to collaborate with all Gallagher teams and employees About You Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. A Property and Casualty License is required. (2-20) Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. #LI-JC1 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**The Best Teams are Created and Maintained Here.** + The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. **Duties and** **Responsibilities:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio + Develop accurate estimates and takeoffs for both new and existing clients as needed + Deliver timely bid proposals and designs for enhancement projects. + Generate referrals from existing client base and communicate leads to Business Developer + Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact + Conduct regular site walkthroughs with clients to ensure quality and service expectations are met + Lead and facilitate the resolution of client concerns or issues + Ensure timely account renewals within the assigned client portfolio + Proactively assess and address site enhancement needs during visits + Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations + Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met + Support hiring, training, and coaching of field crews for the assigned portfolio + Promote and enforce safety policies and procedures + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain proper account documentation and notes in the CRM system + Monitor and maintain satisfactory accounts receivable levels + Coordinate with the Branch Administrator to keep client records and contact information current + Perform additional duties as assigned by the Branch Manager **Education and** **Experience:** + Associate's or Bachelor's degree in a business-related field, or equivalent experience in a customer-focused service industry + Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace. + Strong written and verbal communication skills. + Demonstrated leadership and coaching abilities + Ability to foster collaboration and teamwork **Physical** **Demands/Requirements:** + Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools + Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time + Customarily and regularly spends more than half of the time working away from BrightView's places of business, walking job sites, selling and obtaining orders or contracts for BrightView's services + Ability to travel by car, train, and plane + Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours **Work** **Environment:** + Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week + Field-based position, a combination of office and customer-facing **_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._** **_This job description is subject to change at any time_** **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. About IMG Academy Named one of the Best and Brightest Companies to Work For in the Nation in 2024, IMG Academy is the world's leading sports education brand, providing a holistic education model that empowers student-athletes to win their future, preparing them for college and for life. IMG Academy provides growth opportunities for all student-athletes through an innovative suite of on-campus and online experiences: Boarding school and camps, via a state-of-the-art campus in Bradenton, Fla. Online coaching via the IMG Academy+ brand, with a focus on personal development through the lens of sport and performance Online college recruiting, via the NCSA brand,providing content, tools, coaching and access to a network of 40,000 college coaches Position Summary: The Camp Sales Manager is a performance-driven people leader who elevates and develops a team of 15-20 sales representatives to their highest potential while executing on camp enrollment strategies and revenue goals. This role is focused on team member development, sales execution, lead management and accountability, ensuring every team member has the tools, training, and motivation to succeed. The Camp Sales Manager sets clear expectations, monitors performance, and builds a high-performance sales culture rooted in IMG Academy's values. Position Responsibilities: People Leadership and Development: Lead, coach, and inspire the camp sales team to consistently achieve and exceed sales targets. Coach and hold team members accountable to the established sales process, ensuring consistent execution and measurable results. Provide ongoing coaching and development to build a high-performing team, strengthen individual skills, and prepare staff for continued career growth. Conduct weekly 1:1s and team meetings focused on KPIs and performance metrics to review progress, address challenges, and drive accountability. Foster a positive, performance-driven environment that celebrates success and addresses underperformance directly. Performance and Accountability: Define clear goals and KPIs for individual and team success. Monitor daily, weekly, and monthly sales activity to ensure alignment with targets. Deliver timely coaching, recognition, and corrective feedback to maximize performance. Manage lead distribution and pipeline oversight to optimize efficiency and conversion. Partner with leadership to align team strategies with broader organizational objectives. Team and Operational Management: Oversee team schedules, PTO requests, and coverage planning. Manage the sales budget, expenses, and resource allocation responsibly. Drive consistency in reporting and performance tracking. Lead recruitment, hiring, and onboarding efforts to maintain a strong, fully staffed team. Collaborate with Customer Support for seamless client handoffs and exceptional onboarding experiences. Culture and Collaboration: Build and sustain a culture that reflects IMG Academy's values and mission. Partner with departments across campus to strengthen collaboration and identify growth opportunities. Showcase flexibility and adaptability in a fast-paced, seasonal business environment. Knowledge, Skills and Abilities: Bachelor's degree in sports management, business, finance, or related field 4-5 years of quota-carrying sales experience, ideally in high-velocity environments (education, sports, camps, or hospitality) 2-3 years in a team lead or supervisor role (or clear evidence of mentoring/coachability) to manage SDRs/enrollment reps Strong customer service orientation and relationship-building skills Expertise with Microsoft Dynamics or similar CRM systems Business acumen with the ability to manage short- and long-term goals Highly organized with strong multitasking ability in a fast-paced environment Excellent written and verbal communication skills Strong work ethic with a collaborative mindset Preferred Qualifications: Master's degree in sports management, business, or finance Bilingual skills Physical Demands and Work Environment: • Ability to lift/move up to 40 lbs. • Comfortable working outdoors for extended periods • Ability to move around campus (fields, gym, turf, etc.) • Flexibility to work nights, weekends, and holidays as needed Background Requirements: Requires a background check upon offer Requires a drug test upon offer Benefits: As a full-time member of our team, you will enjoy a comprehensive offering listed below. Connect with your talent acquisition specialist to learn more about benefits for our part-time roles. Comprehensive Medical, Dental and Vision Flexible Spending Account and Health Savings Account options 401k with an Employer Match Short Term and Long Term Disability Group and Supplemental Life & AD&D Gym Discount Program Pet Insurance Wellbeing Program and more! Don't meet every single requirement? We are dedicated to building a diverse, inclusive, authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Get to know us better: ****************** ******************/careers IMG Academy provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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

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.

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

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

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

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

The Branch Client Service Manager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently Client Service, Service Manager, Manager, Benefits, Client Relations, Retail

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

SENIOR RELATIONSHIP MANAGER SUMMARY With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. Please take a moment to complete the following assessment as part of our standard interview process. ************************************************************************************************ ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this 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. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws 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 your 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. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field or equivalent work experience + Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

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