Corporate Banking Relationship Manager
Relationship manager job in West Palm Beach, FL
The Corporate Banking Relationship Manager maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.
Responsibilities:
Promote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank.
Provide personalized attention to all bank customers in order to provide better service, attract and attain new customers and increase the presence of Amerant Bank, N.A. in the market.
Know and increase customer's wallet share in order to retain them and keeping them engaged increasing their lifetime value.
Develop and maintain Corporate Banking relationships with businesses established in their communities.
Provide financial solutions to satisfy commercial business needs, establish new and/or developing existing deposit and loan relationships within this target market in order to achieve established production goals for assigned region.
Extensive knowledge of credit and underwriting standards in accordance with the bank's credit policy guidelines. The ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio, including related depository relationships and their activity; develop strategies to accommodate customer needs, focusing on adequate growth of relationships.
Make recommendations for approval of lines of credit, owner occupied real estate, term loans, and other related credit products.
Make presentations to Loan Committee when required for approval of commercial credit transactions.
Approve loans and other banking transactions within lending authority.
Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank.
Review account activity to identify, evaluate, monitor and make any recommendation deemed necessary to the Business Manager in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, BSA, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
Ensure that officers do business within the Bank's policies and parameters, maintaining the desired level of exposure and risk with respect to BSA.
Represent Amerant Bank, in different community and economic development activities such as business chambers and community related associations (i.e.: Chamber of Commerce, etc.).
Minimum Education and/or Certifications Requirements:
Bachelor's Degree in Business, Finance or Accounting. Formal credit training
Minimum Work Experience:
Seven or more years Corporate or Middle Market banking in the areas of business development and managing diversified lending relationships.
Technical and/or Other Essential Knowledge:
Proven commercial lending and credit experience, analyzing financial statements, reviewing loan documentation and administration
Successful track record in sales and business development
Effective verbal and written communication skills. Knowledge of commercial banking products and services
Proficient using MS Office, including MS Word, MS Excel, MS PowerPoint and Outlook.
Must be knowledgeable of operations and credit guidelines and policy, BSA and other Banking regulations
Auto-ApplyInstitutional Relationship Manager II - West Palm Beach, FL
Relationship manager job in West Palm Beach, FL
Hours: 40 Pay Details: $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses.
Depth & Scope:
* Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market
* Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions
* Goals based sales position
* Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM
* Meets quarterly and annual goals for investments, Brokerage and Trust business
* Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
* Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience
* Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts
* Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank
* Implements and executes a differentiated service model/experience for Institutional clients
* Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients
* Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
* Executes in a manner that is compliant with regulations, policies and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained
* Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
* Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
* Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
* Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships
* Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors
* Represents TD Wealth to the general public in a professional manner
* Is involved in the community and support TDBG charity and community initiatives
Education & Experience:
* 4-year degree or related work experience required, MBA or advanced degree preferred
* 10+ Years of related experience
* Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline
* Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred
* Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc.
* Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients
* Consultative sales experience recommended
* Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base
* Proven business development track record
* Strong market presence with wide network of outside referral sources for new business
* High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service
* Strong credit and financial analysis skills
* Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
* Ability to work within an organization to influence and get things done without direct authority
* Organized self-starter with ability to work independently with little direct guidance
* Refined negotiation skills
* Excellent communication skills, both verbal and written
* Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
* Membership in civic and professional organizations and/or board membership encouraged
* Must have experience working within a highly collaborative team environment
* Subject to qualifying certification process at TD Private Client Wealth
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyJPMorgan Private Client Relationship Manager - Palm Beach, FL
Relationship manager job in Jupiter, FL
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in the Palm Beach, FL area and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyClient Relationship Manager
Relationship manager job in Sebastian, FL
Job Description
Our dynamic and rapidly expanding team is seeking a new full-time role as Relationship Manager dedicated to serving our esteemed clients. The primary focus of this position will be to nurture and strengthen existing client relationships. Responsibilities will include grasping client requirements, resolving issues, and ensuring utmost client satisfaction.
Key responsibilities will encompass proactive and effective communication, recognizing opportunities for additional sales or complementary services, and cooperating with various departments to meet client needs. The ideal candidate for this role will possess exceptional interpersonal abilities, an in-depth knowledge of our legal services, and the skill to evaluate client input for enhancing future engagements. Successful candidates will cultivate lasting client loyalty and play a pivotal role in advancing our firm's success.
Responsibilities:
Client Retention: Develop strategies to retain and strengthen relationships with past clients, ensuring their ongoing satisfaction with products or services.
Communication: maintain regular and proactive communication with past clients to address their needs, gather feedback, and provide relevant updates or offerings.
Other Services: Identify opportunities to inform and educate past clients about other services of the firm that are relevant to them.
Record Keeping: Maintain accurate records of client interactions, feedback, and transactions to facilitate effective communication and further engagement.
Collaboration: work closely with intake and marketing, and the various departments to align strategies that are consistent with messaging to past clients.
The Client Relationship Manager plays a crucial role in maintaining positive relationships and driving additional value from past clients.
Qualifications:
Strong account management skills with a focus on building long-term client relationships.
Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
Ability to negotiate effectively while maintaining positive client relations.
Strong leadership qualities that inspire teamwork and collaboration.
Familiarity with market trends related to technology products and services.
About Company
At Lulich & Attorneys, P.A., we are a dynamic and rapidly expanding law firm with two thriving offices in Indian River County. As our firm continues its upward trajectory, we eagerly look forward to welcoming you as a valued member of our exceptional team at our Sebastian Office. Join us on our journey toward sustained success and growth!
What We Offer:
Competitive salary
Health/Dental/Vision & 401(k) Benefits
Paid time off
Opportunities for professional development and growth
A supportive and collaborative work environment
JPMorgan Private Client Relationship Manager - Palm Beach, FL
Relationship manager job in Jupiter, FL
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
**Job responsibilities**
+ Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
+ Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
+ Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
+ Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities, and skills**
+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
+ Proven trusted relationship builder with a track record of delivering an exceptional client experience
+ Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
+ Demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
**Preferred qualifications, capabilities, and skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Home or Business lending needs
**FEDERAL DEPOSIT INSURANCE ACT:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in the Palm Beach, FL area and will report in the office.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
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
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
Relationship manager job in West Palm Beach, FL
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 Summary:
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Position can be located in West Palm Beach, Orlando, or Tampa with other Florida-based locales open for consideration.
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
* Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
* Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
* Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
* Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
* Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
* Coaches and mentors peers, while utilizing leadership skills
* Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
* Client Management
* Client Solutions Advisory
* Prospecting
* Relationship Building
* Risk Management
* Financial Analysis
* Leadership Development
* Project Management
* Referral Identification
* Sales Performance Management
* Business Development
* Client Experience Branding
* Continuous Improvement
* Data and Trend Analysis
* Pipeline Management
*
Required Qualifications:
* 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience
* Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
* Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
* Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
* Strong corporate finance, capital markets and accounting acumen.
* Financial modeling experience and the completion of a formal credit training preferred.
* Outstanding oral and written communication skills.
* Demonstrated leadership ability.
* Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
* Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
Desired Skills:
* Undergraduate degree in related field or equivalent work experience. MBA desirable.
* Existing knowledge of the market preferred.
* Active member/participation in local community organizations.
* Highly desirable to have active networking contacts and Centers of Influence established in market.
* Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Business Banking Relationship Manager II
Relationship manager job in West Palm Beach, FL
**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share.
+ Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio.
+ Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region.
+ Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products.
+ Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
+ Works closely with other departments and fulfills cross-sell opportunities.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
+ Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.
+ Performs all other duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
+ Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred.
+ 3-5 years of experience in banking relationship management role or related business lending experience.
+ Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Excellent presentation, verbal and written communication skills.
+ Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Account Manager
Relationship manager job in Fort Pierce, FL
We Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people's lives. Our areas of activity are every bit as diverse as our outstanding Bosch teams around the world. Their creativity is the key to innovation through connected living, mobility, or industry.
Let's grow together, enjoy more, and inspire each other.
Work #LikeABosch
Reinvent yourself:
At Bosch, you will evolve.
Discover new directions:
At Bosch, you will find your place.
Balance your life:
At Bosch, your job matches your lifestyle.
Celebrate success:
At Bosch, we celebrate you.
Be yourself:
At Bosch, we value values.
Shape tomorrow:
At Bosch, you change lives.
Job Description
What you will do
You will represent one of the leading brands in the HVAC distribution channel for York Factory Direct promoting the Bosch portfolio in the assigned market. You will also become a member of a highly motivated, winning team fostering an inclusive and positive culture.
You will be responsible for selling Residential and Commercial HVAC equipment, parts and supplies to HVAC contractors, with
heavy emphasis on signing new York Dealers.
The selected candidate will develop partnerships with existing customers to increase share of wallet, while recruiting new customers into the York family to increase market share. You will represent a company proud to design, assemble and manufacture HVAC products in the USA.
Leadership coaching will be a constant throughout your career. Investing in our people is a high priority at Bosch. Your sales leaders will onboard you with all the programs, product and company information you need to succeed.
They will always be available to help answer questions and mentor you where they see fit or where improvements can be met. This is designed to make you the best sales professional in the industry so you can achieve all of your personal and professional goals!
Job Responsibilities
Build relationships with existing customers while expanding growth year-over-year.
Discuss all the products and programs York Factory Direct offers to gain more share of wallet.
Teach and coach customers to utilize all program features available to grow their business; the more they sell, the more we sell!
Prospect and recruit customers who fit the York partnership profile. Prove “Why York” is an industry leader with the power behind it to grow their business.
Create custom marketing strategies to help your customers grow.
Negotiate prices and terms of sale.
Ensure customers participate and attend our industry-leading training classes offered locally and virtually.
Perform to plan.
Set weekly, monthly, quarterly and annual sales goals for overall sales, sales calls, product mix/segmentation, new dealer registrations, training, as well as many other sales metrics.
Qualifications
Required Qualifications:
High School Diploma
3+ years of HVAC/R experience
3+ years of client interaction experience
Working knowledge of Excel
Preferred Qualifications:
Bachelor's degree
Strong proficiency in business writing, verbal communication, and negotiation
Skilled in using Windows operating systems, including Microsoft Outlook and Teams
Self-motivated individuals with a high energy level and desire to achieve goals beyond what is required.
Ability to utilize sales process to uncover customer objections/concerns and determine appropriate solutions, while maintaining a plan of action until desired results are achieved.
Understand the principles and processes for providing best-in-class customer service.
Ability to listen, gain trust and bring to closure an action, project, resolution, or sale with customers.
Business acumen including sales forecasting, opportunity management and customer planning.
Ability to understand and communicate in today's technologically driven business environment.
Additional Information
Equal Opportunity Employer, including disability / veterans
*Bosch adheres to Federal, State, and Local laws regarding drug-testing. Employment is contingent upon the successful completion of a drug screen and background check. Candidates who have been offered the position must pass both screenings before their start date.
Account Manager - State Farm Agent Team Member
Relationship manager job in Stuart, FL
Job DescriptionBenefits:
Simple IRA
License reimbursement
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 2000, and today I lead a dedicated team of three, with plans to grow by adding two or three more talented individuals. Before opening my agency, I worked as an Agency Manager and previously in Claims, so I bring a deep understanding of the business from multiple sides. State Farm has truly been part of my life from the very beginning my father was also an agent, and that family legacy continues to drive my passion for helping people protect what matters most.
Community involvement is a huge part of who we are. Im an active member of the Kiwanis Club and regularly participate in volunteer events aimed at strengthening and supporting our local community. We believe that being a good neighbor goes far beyond insurance its about making a lasting impact where we live and work.
We also strive to create a positive and supportive office culture. We offer perks like casual Fridays, a once-a-month Early Out Day (where the team wraps up at 2 PM), and a work environment that values strong communication, collaboration, and genuine care for others. We pride ourselves on delivering high-level customer service, building relationships that last, and focusing on people not just policies.
If youre looking for a career where you can make a difference, grow with a supportive team, and build lasting relationships, this could be the perfect place for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Phil White - 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.
Account Manager, Publishers
Relationship manager job in West Palm Beach, FL
WHO ARE WE?
Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, All About Cookies, and OnlyInYourState.
As The Discovery and Conversion Company, our mission is to connect consumers with the world's leading brands through data-driven content and technology.
Headquartered in South Florida with a remote-first team spanning over 15 countries, we've built a high-growth, high-performance culture where speed, ownership, and measurable impact drive success.
WHY JOIN US?
At Launch Potato, you'll accelerate your career by owning outcomes, moving fast, and driving impact with a global team of high-performers.
BASE SALARY: $80,000 to $110,000 per year
MUST HAVE
Fully comfortable working Eastern Timezone hours and supporting ad-hoc partner or business needs outside standard hours when required.
Experienced in managing a direct response portfolio of accounts for a mix of channel types like email, newsletter, listicle, co-reg, etc.
Demonstrated ability to interpret, diagnose, and act on performance data across KPIs (CTR, CPC, CPA, ROAS), including identifying trends, risks, and scalable opportunities.
Advanced communication, negotiation, and upsell skills with the ability to influence both tactical decisions and strategic partner direction.
Highly proactive, growth-minded, and organized, able to manage complex workflows while driving long-term outcomes.
EXPERIENCE: Minimum 3-5 years working directly with Publishers, Affiliates, and/or Advertisers in digital media, performance marketing, or lead generation, with ownership of partner relationships, revenue performance, and reporting.
YOUR ROLE
Own and grow a direct response, high-impact portfolio of publisher partners, applying industry expertise, strategic thinking, and cross-functional influence to maximize revenue, efficiency, and long-term partner value.
This role expands beyond execution: you will anticipate risks, uncover growth opportunities, design optimization strategies, influence internal roadmaps, and elevate best practices across the team.
Outcomes (Performance Expectations)
Strategic Account Ownership: Own, optimize, and expand a portfolio of publisher/affiliate accounts by managing daily partner needs, driving long-term growth strategies, and proactively identifying new placements, integrations, and whitespace opportunities.
Campaign Execution & Daily Management: Execute all campaign operations, including pacing, budgets, QA, creative testing, launches, and troubleshooting with 100% accuracy while using advanced judgment to prioritize issues and maintain performance stability.
Performance Optimization: Analyze performance data across CTR, CPC, CPA, and ROAS to diagnose trends, forecast impact, and deliver clear, actionable recommendations that improve yield and partner outcomes.
Revenue & Margin Growth: Drive revenue and margin expansion by scaling high-performing partners, upselling new opportunities, optimizing traffic quality, and influencing internal teams to unlock additional growth levers.
Documentation & Reporting: Maintain clear, organized documentation and produce structured reporting that communicates insights, decisions, risks, and next steps to internal teams and external partners.
Cross-Functional Leadership: Partner with media buying, analytics, creative, and product to resolve blockers, shape testing roadmaps, refine processes, and elevate partner performance through cross-team alignment.
High-Trust Partner Communication: Lead recurring partner communications that build trust, address issues quickly, and deliver strategic insights that strengthen alignment and long-term retention.
Competencies
Industry-Grounded Strategist: Leverages strong experience in publisher, affiliate, and advertiser ecosystems to anticipate shifts, navigate constraints, and identify high-impact opportunities.
Relationship & Influence Leader: Builds trust across partners and internal teams; influences without authority; balances partner needs with Launch Potato's goals.
Advanced Data Literacy: Uses Looker, Excel, and performance dashboards to run analyses, forecast outcomes, design tests, and translate insights into action.
Operationally Excellent: Manages multiple accounts, priorities, and workflows with accuracy and process discipline at expectations.
Collaborative & Cross-Functional: Works fluidly with media buyers, analytics, creative, and engineering partners; communicates directly with clarity and respect.
Entrepreneurial Problem Solver: Acts with ownership, experiments thoughtfully, and drives long-term revenue growth through both systematic and creative approaches.
Coachable, Reflective, Growth-Minded: Seeks feedback, adapts quickly, and shares learnings to raise the bar across the team.
TOTAL COMPENSATION
Base salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments.
Want to accelerate your career? Apply now!
Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion.
We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyAccount Manager - State Farm Agent Team Member
Relationship manager job in Vero Beach, FL
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Kathy Modesitt - 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.
Bilingual Spanish preferred.
Specialty Account Manager, Auvelity (West Palm Beach, FL)
Relationship manager job in West Palm Beach, FL
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X.
About This Role
Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels.
SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace.
Job Responsibilities and Duties include, but are not limited to, the following:
* Proficient in both virtual and live customer engagements
* Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership
* Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
* Develop strong customer relationships by better understanding the customer's needs
* Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials)
* Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients
* Communicate territory activity in an accurate and timely manner as directed by management
* Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
* Successfully complete all training classes in a timely manner
* Complete administrative duties in an accurate and timely fashion
* Manage efforts within assigned promotional budget
* Effectively collaborate across all corporate functions
* Attend medical congresses and society meetings as needed
* Ensure timely access for patients through patient services and savings programs
* Overnight travel as indicated by the needs of the business
* Additional responsibilities as assigned
Qualifications / Requirements
* Bachelor's degree from an accredited college or university
* Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role
* 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space
* Psychiatry/CNS experience strongly preferred
* Demonstrated experience delivering outstanding results
* Launch experience strongly preferred
* Must live in the territory's geography
* Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals
* Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment
* Comfortability with uncertainty and high expectations
* Patient support services experience a plus
* Strong digital marketing aptitude
* Strong interpersonal, presentation, and communication skills
* Frequent driving, including extended periods of time behind the wheel
* Prolonged sitting and standing as part of daily job functions
* Ability to lift and carry up to 30lbs regularly
* Overhead reaching required to close and secure liftgates or similar equipment
Salary & Benefits
The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package.
Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
Account Manager
Relationship manager job in West Palm Beach, FL
Digital Resource is looking for an experienced Account Manager to join our talented and growing Account Management team. As an Account Manager, you will be responsible for ensuring the success of our clients' digital marketing and social media campaigns.
Key Responsibilities
Assist in the execution of day-to-day tasks needed to develop world-class digital marketing and social media campaigns for clients with budgets ranging from smaller projects to very large, complex initiatives.
Work with multiple clients, from smaller projects to complex projects, with the goal of meeting or exceeding team and client expectations.
Communicate project information to the appropriate departmentalized teams to ensure that the solution addresses the client's campaign requirements under the guidance of the account management team leader.
Demonstrate creativity in meeting client campaign requirements and ensure client satisfaction and loyalty.
Ensure that you are building strong interpersonal relationships with clients, vendors, and internal teams to foster collaboration and drive successful outcomes.
Requirements
3+ years of experience working in a Marketing Agency.
Excellent organizational and time management skills.
Positive outlook and good interpersonal skills.
Strong customer service experience.
Understanding of digital project management methodologies, including the ability to develop detailed work plans and specifications, perform resource allocations, and assist in running team meetings.
Ability to identify and resolve issues and manage risks.
Working knowledge of:
New web technologies
Web development processes
Delivery of solutions with digital media creative components
Media and advertising projects
Digital analytics implementation
Ability to work on multiple projects and with multiple clients.
Excellent verbal and written communication skills.
If you are passionate about digital marketing, have a positive outlook, and are excited about joining a growing team, we want to hear from you!
Please note that after 90 days this is a Hybrid position. You will be required to commute in to our West Palm Beach, FL office.
Auto-ApplyAccount Manager - State Farm Agent Team Member
Relationship manager job in Palm Beach Gardens, FL
Job DescriptionBenefits:
Salary plus Commission
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Chris Bogue - 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.
Astor Vacations - Account Manager
Relationship manager job in West Palm Beach, FL
Job Description
About Astor Vacations:
Astor Vacations is a premier travel agency specializing in luxury vacations, exclusive resort promotions, and personalized concierge services. We are passionate about crafting seamless, stress-free travel experiences for our clients, ensuring they enjoy the best that the Bahamas and beyond have to offer.
Position Overview:
We are looking for a customer-focused and detail-oriented Account Manager to help our clients build their perfect travel plans. In this role, you will guide travelers through exclusive resort promotions, itinerary planning, and booking arrangements, ensuring every trip is a first-class experience. As the primary point of contact for our clients, you will provide exceptional service, expert travel recommendations, and seamless coordination from start to finish.
Key Responsibilities:
• Serve as the main travel advisor for clients, helping them plan unforgettable luxury vacations.
• Provide expert recommendations on resort promotions, destinations, and travel experiences.
• Coordinate all aspects of travel, including flights, accommodations, transportation, and excursions.
• Personalize itineraries based on client preferences, interests, and budget.
• Maintain strong relationships with resort partners to ensure VIP guests receive exclusive perks.
• Deliver top-tier customer service, answering questions and resolving any travel concerns promptly.
• Stay updated on travel trends, seasonal deals, and new resort offerings.
• Keep detailed client records, including past bookings and preferences, to offer customized future recommendations.
• Proactively follow up with clients before, during, and after their trip to ensure satisfaction.
Qualifications & Skills:
• 2+ years of experience in travel planning, account management, concierge services, or luxury hospitality.
• Strong knowledge of Bahamas resorts and luxury travel destinations.
• Excellent communication and relationship-building skills.
• Ability to multitask and manage multiple client requests efficiently.
• Detail-oriented with strong organizational and problem-solving skills.
• Experience with travel booking platforms and CRM software is a plus.
• Passion for creating unforgettable travel experiences.
Perks & Benefits:
• Competitive salary + performance-based incentives.
• Complimentary or discounted travel opportunities.
• Access to exclusive industry events and networking opportunities.
• Flexible work environment with remote options.
• Career growth opportunities within a luxury travel agency.
How to Apply:
If you love helping clients plan dream vacations and thrive in a luxury travel environment, we'd love to hear from you! Submit your resume and a cover letter detailing your experience and why you'd be a great fit for Astor Vacations.
???? Apply Now at **************************
Institutional Relationship Manager II - West Palm Beach, FL
Relationship manager job in West Palm Beach, FL
West Palm Beach, Florida, United States of America **Hours:** 40 **Pay Details:** $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses.
**Depth & Scope:**
+ Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market
+ Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions
+ Goals based sales position
+ Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM
+ Meets quarterly and annual goals for investments, Brokerage and Trust business
+ Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
+ Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience
+ Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts
+ Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank
+ Implements and executes a differentiated service model/experience for Institutional clients
+ Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients
+ Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
+ Executes in a manner that is compliant with regulations, policies and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained
+ Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
+ Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
+ Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
+ Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships
+ Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors
+ Represents TD Wealth to the general public in a professional manner
+ Is involved in the community and support TDBG charity and community initiatives
**Education & Experience:**
+ 4-year degree or related work experience required, MBA or advanced degree preferred
+ 10+ Years of related experience
+ Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline
+ Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred
+ Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc.
+ Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients
+ Consultative sales experience recommended
+ Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base
+ Proven business development track record
+ Strong market presence with wide network of outside referral sources for new business
+ High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service
+ Strong credit and financial analysis skills
+ Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
+ Ability to work within an organization to influence and get things done without direct authority
+ Organized self-starter with ability to work independently with little direct guidance
+ Refined negotiation skills
+ Excellent communication skills, both verbal and written
+ Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
+ Membership in civic and professional organizations and/or board membership encouraged
+ Must have experience working within a highly collaborative team environment
+ Subject to qualifying certification process at TD Private Client Wealth
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Client Relationship Manager
Relationship manager job in Sebastian, FL
Our dynamic and rapidly expanding team is seeking a new full-time role as Relationship Manager dedicated to serving our esteemed clients. The primary focus of this position will be to nurture and strengthen existing client relationships. Responsibilities will include grasping client requirements, resolving issues, and ensuring utmost client satisfaction.
Key responsibilities will encompass proactive and effective communication, recognizing opportunities for additional sales or complementary services, and cooperating with various departments to meet client needs. The ideal candidate for this role will possess exceptional interpersonal abilities, an in-depth knowledge of our legal services, and the skill to evaluate client input for enhancing future engagements. Successful candidates will cultivate lasting client loyalty and play a pivotal role in advancing our firm's success.
Client Retention: Develop strategies to retain and strengthen relationships with past clients, ensuring their ongoing satisfaction with products or services.
Communication: maintain regular and proactive communication with past clients to address their needs, gather feedback, and provide relevant updates or offerings.
Other Services: Identify opportunities to inform and educate past clients about other services of the firm that are relevant to them.
Record Keeping: Maintain accurate records of client interactions, feedback, and transactions to facilitate effective communication and further engagement.
Collaboration: work closely with intake and marketing, and the various departments to align strategies that are consistent with messaging to past clients.
The Client Relationship Manager plays a crucial role in maintaining positive relationships and driving additional value from past clients.
Strong account management skills with a focus on building long-term client relationships.
Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
Ability to negotiate effectively while maintaining positive client relations.
Strong leadership qualities that inspire teamwork and collaboration.
Familiarity with market trends related to technology products and services.
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
Relationship manager job in West Palm Beach, FL
Tampa, Florida;West Palm Beach, Florida; Orlando, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***********************************************************************************************************************************************************************************************
**:**
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 Summary:**
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospectsthroughout the State of Florida. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).Position can be located in West Palm Beach, Orlando, or Tampa with other Florida-based locales open for consideration.
**Job Description:**
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
**Responsibilities:**
- Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
- Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
- Coaches and mentors peers, while utilizing leadership skills
- Adapts to changes in sales practices and broader market and industry conditions as needed
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Prospecting
+ Relationship Building
+ Risk Management
+ Financial Analysis
+ Leadership Development
+ Project Management
+ Referral Identification
+ Sales Performance Management
+ Business Development
+ Client Experience Branding
+ Continuous Improvement
+ Data and Trend Analysis
+ Pipeline Management
**Required Qualifications:**
- 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience
- Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
- Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
- Strong corporate finance, capital markets and accounting acumen.
- Financial modeling experience and the completion of a formal credit training preferred.
- Outstanding oral and written communication skills.
- Demonstrated leadership ability.
- Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
- Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
**Desired Skills:**
- Undergraduate degree in related field or equivalent work experience. MBA desirable.
- Existing knowledge of the market preferred.
- Active member/participation in local community organizations.
- Highly desirable to have active networking contacts and Centers of Influence established in market.
- Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in West Palm Beach, FL
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
Auto-ApplyAccount Manager
Relationship manager job in West Palm Beach, FL
Digital Resource is looking for an experienced Account Manager to join our talented and growing Account Management team. As an Account Manager, you will be responsible for ensuring the success of our clients' digital marketing and social media campaigns. You will work closely with our clients to understand their needs, develop strategic plans, and execute campaigns that drive results. This role requires a blend of creativity, strong communication skills, and an understanding of digital marketing strategies. If you are passionate about digital marketing, have a positive outlook, and are excited about joining a growing team, we want to hear from you!
Responsibilities & Duties:
Campaign Execution: Assist in the execution of day-to-day tasks needed to develop world-class digital marketing and social media campaigns for clients with budgets ranging from smaller projects to very large, complex initiatives.
Client Management: Work with multiple clients, from smaller projects to complex projects, with the goal of meeting or exceeding team and client expectations.
Communication: Communicate project information to the appropriate departmentalized teams to ensure that the solution addresses the client's campaign requirements under the guidance of the account management team leader.
Creativity: Demonstrate creativity in meeting client campaign requirements and ensuring client satisfaction and loyalty.
Relationship Building: Build strong interpersonal relationships with clients, vendors, and internal teams to foster collaboration and drive successful outcomes.
Qualifications & Skills:
Experience: 3 years of experience working in a marketing agency.
Organizational Skills: Excellent organizational and time management skills.
Interpersonal Skills: Positive outlook and good interpersonal skills.
Customer Service: Strong customer service experience.
Digital Marketing Knowledge: Understanding of digital project management methodologies, including the ability to develop detailed work plans and specifications, perform resource allocations, and assist in running team meetings.
Problem Solving: Ability to identify and resolve issues and manage risks.
Technical Skills: Working knowledge of new web technologies, web development processes, delivery of solutions with digital media creative components, media and advertising projects, and digital analytics implementation.
Communication Skills: Excellent verbal and written communication skills.
Position Details:
The ideal candidate will have a proven track record in account management, particularly in a marketing agency setting. Preferred qualifications include experience with digital marketing strategies, strong project management skills, and the ability to manage multiple clients and projects simultaneously. A positive attitude, excellent communication skills, and a passion for digital marketing are essential for this role.
Key Performance Indicators (KPIs):
Client Satisfaction: Ensure high levels of client satisfaction and loyalty by delivering successful marketing campaigns.
Project Delivery: Successfully execute and deliver marketing campaigns on time and within budget.
Communication Effectiveness: Maintain clear and effective communication with clients, vendors, and internal teams to ensure project success.
Relationship Management: Build and maintain strong relationships with clients, fostering long-term partnerships and repeat business.
Campaign Performance: Achieve or exceed campaign performance goals and objectives, driving positive outcomes for clients.
Key Responsibilities:
Manage Campaigns: Oversee the development and execution of digital marketing and social media campaigns for multiple clients.
Client Engagement: Engage with clients regularly to understand their needs, provide updates, and gather feedback to improve campaign performance.
Collaborate with Teams: Work closely with internal teams, including creative, technical, and strategic departments, to ensure successful campaign delivery.
Monitor Campaign Performance: Track and analyze campaign performance metrics to optimize strategies and achieve client goals.
Resolve Issues: Identify and address any issues or risks that may arise during campaign execution, ensuring timely resolution and minimal impact on project outcomes.
Auto-Apply