Relationship manager jobs in Portland, ME - 95 jobs
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Regional Manager
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Regional Freight Manager
Advanced Drainage Systems
Relationship manager job in Buxton, ME
Advanced Drainage Systems is a leading manufacturer of stormwater and onsite septic wastewater solutions, committed to sustainability and innovation. With a vast manufacturing and distribution network, we deliver high-quality products across multiple industries while recycling over half a billion pounds of plastic annually. At ADS, we foster a culture where diverse perspectives drive better ideas, ensuring every employee feels valued, heard, and empowered to make an impact.
Responsibilities
The Regional Freight Manager is responsible for providing overall leadership to the freight function within an assigned geography. Through multiple Freight Manager direct reports, the incumbent will ensure the safe operations of the ADS internal fleet, service delivery levels are maintained and operational efficiencies such as payload and miles per gallon are maximized. While reporting to the Corporate Fleet Manager, the incumbent will have strong partnerships with the Plant Managers, Regional Manufacturing Managers and Sales Leaders within his/her assigned geography to ensure customer expectations are met and exceeded.
Primary Job Responsibilities:
The responsibilities of this position include, but are not limited to:
Ensure the safety of all drivers by instilling a culture of safety and accountability, providing proper PPE, performing root cause analysis of any incidents, and instituting appropriate corrective measures
Maximize payload and routing efficiency to drive cost out of the network
Maintain appropriate staffing levels of drivers to meet customer commitments balanced with cost; develop strategy to leverage 3PL partners to assist with seasonality and peak spikes in volume
Assist in the development and implementation of a best-in-class fleet maintenance program to ensure equipment is operating safely and downtime is minimized
Drive improvements in OTIFNE (On Time in Full No Errors) delivery performance to internal and external customers
Form partnerships with operations and sales to understand operational and customer needs
Aid in development and implementation of latest fleet technologies to enable future digitalization strategies
Identify and develop bench strength through succession planning and Personal Development initiatives
Job Skills:
This position should possess the following skills/knowledge: This position should possess the following skills/knowledge:
Demonstrated ability to analyze data to provide business intelligence that drives decision making (often found in a LEAN environment).
Demonstrated proficiency in logistics process and technology
Ability to lead a dispersed workforce in an uncontrolled environment
Cross functional communicator with the ability to break down technical information to non- technical people
Abilty to travel 75%
Educational Requirements:
* Bachelor's Degree in business or equivalent education and experience
* Supply Chain/Logistics major preferred
Preferred Experience:
7 - 10 years in logistics leadership roles
High financial acumen typically gained through direct P&L management
Strong knowledge of industry trends particularly related to analytics and tech
Strong knowledge of FMCSA and DOT regulations
Proficient in Microsoft Office applications including Microsoft BI
#LI-CH1
#LI-Remote
Company Benefits:
Health & Welfare Benefits: Medical and prescription drug plans, telemedicine (with medical plan), dental and vision plans, virtual physical therapy*, an employee assistance program (EAP)*, and voluntary accident, critical illness, and hospital indemnification programs.
Financial Benefits: Retirement 401k program with company match, an employee stock purchase plan (voluntary), financial wellness planning*, paid parental leave*, flexible spending accounts (FSA) for child care and health care, short-term and long-term disability*, basic life insurance, accidental death and dismemberment (AD&D)*, adoption financial reimbursement*, tuition reimbursement*, voluntary life insurance (for employees, spouses, and children), and voluntary identity theft and fraud protection.
* 100% paid by ADS.
Why Join ADS?
Growth Opportunities & Global Presence: With a global network of approximately 70 manufacturing plants and 40 distribution centers, ADS offers extensive opportunities for career growth and development in various locations around the world.
Inclusive and Creative Work Culture: ADS fosters a culture of passion, innovation, and continuous improvement, empowering employees to shape industry-leading solutions. We value diverse perspectives, recognizing that they drive better ideas, processes, and performance. Our workplace is built on respect, inclusivity, and shared responsibility, ensuring every team member feels valued and contributes to our collective success.
Innovative & Sustainability Focused: Advanced Drainage Systems is one of the largest plastic recyclers in North America, ensuring over half a billion pounds of plastic is kept out of landfills every year.
Learn More: ********************************
EEO Statement
ADS supports an inclusive workplace that values diversity of thought, experience, and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. ADS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
$95k-170k yearly est. 6d ago
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Guardian Angel Senior Services 3.7
Relationship manager job in Rochester, NH
Make a Difference in someone's life!
Join Guardian Angel Senior Services, a family-owned home care agency proudly serving the North Shore, Greater Boston, Gloucester, Cape Ann, and Merrimack Valley areas for over 20 years. Now, we have expanded to Seacoast NH
We're looking for compassionate caregivers to join our growing team! Whether you're an experienced pro or just starting out, we have a place for you.
Why You'll Love Working with Us
Fully Customizable Schedules: Short shifts, long shifts, live-in opportunities-you name it, we've got it!
Daily Pay Option: Get paid on your schedule.
Sign-On Bonus: Earn $250 just for joining us!
Mileage Reimbursement: We've got you covered for travel.
Health Benefits: Including insurance and a 401K plan.
Who We're Looking For
Home Health Aides (HHAs)
Licensed Nurses Assistant (LNA)
Nursing Students
Personal Care Aides- Paid Training
Your Responsibilities
Help clients with personal care tasks like bathing, toileting, and mobility.
Provide companionship and engage in meaningful activities.
Assist with meal preparation, light housekeeping, and medication reminders.
Follow prescribed exercise programs and encourage independence.
Maintain a safe and comfortable home environment.
What We Value
Experience in home healthcare or assisted living is a plus, but it's not required. If you're kind, dependable, and ready to make a positive impact, we want you on our team!
Join us today and become a part of something bigger. Together, we'll brighten the lives of seniors in your community-one smile at a time.
Guardian Angel Senior Services is an Equal Opportunity Employer. We embrace diversity and do not discriminate against race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, or genetic information.
$143k-196k yearly est. Auto-Apply 1d ago
Client Relationship Manager
Sun Life Financial 4.6
Relationship manager job in Portland, ME
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.
The opportunity: As a Client RelationshipManager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency.
You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution.
How you will contribute:
* Establish and maintain excellent working relationships with both internal and external partners
* Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
* Conduct consistent, proactive education and outreach communication with external partners
* Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
* Demonstrate success in negotiation, persuasion, and solutions-based service across departments
* Oversee issue resolution, identify root causes, and participate in creating solutions
* Manage the ongoing lifecycle and renewal process for your assigned block of business
* Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
* Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
* Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
* Act as a liaison between the home office and the Distribution team
* Use Salesforce to manage business and document all relevant customer and broker activities
* Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
* Partner with CRE on projects representing the Client Success Organization
What you will bring with you:
* Ability to work with a diverse range of people.
* Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
* Exceptional communication skills and strong relationship-building abilities
* Proven success in negotiation, persuasion, and solutions-based service
* Strong record of effective customer service
* Excellent organizational and prioritization skills
* Ability to work in a fast-paced environment, managing multiple priorities
* Critical thinking skills and autonomous work capability
* Proficiency in Microsoft Office suite, especially Excel
* Experience with CRM tools, particularly Salesforce
* Strong presentation and interpersonal skills
* Effective listening and note-taking abilities
* Results-oriented mindset and superior collaboration skills
Salary:
$63,000-$94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 18d ago
SBA Relationship Manager (US) - New England
TDI 4.1
Relationship manager job in Portsmouth, NH
Hours:
40
Pay Details:
$115,440 - $173,160 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:
Personal & Commercial Banking
Job Description:
The RelationshipManager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions
Accountable for sales and / or delivery of solutions across business lines and segments
Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
Impacts a range of sales achievement for strategic accounts
Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
Works autonomously as the 'lead' and guides members within area of expertise
Identifies and leads problem resolution for complex requirements related issues at all levels
.
Education & Experience:
Undergraduate degree
7+ years relevant experience
In-depth understanding of commercial industry, business development techniques and credit decisions
Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
Extensive network of outside referral sources for new business
Excellent credit and financial analysis skills
Effective negotiation skills
Customer Accountabilities:
Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
Leads all aspects of relationshipmanagement for an assigned portfolio /segment and/or geography
Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
Promotes and offers full suite of products, sales, services and banking capabilities
Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
Contributes to business objectives for Operational Excellence
Supports the timely and accurate completion of business processes and procedures
Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Actively managesrelationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Ensures necessary due diligence to support the accuracy of all customer transactions / activities
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
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.
$115.4k-173.2k yearly Auto-Apply 7d ago
Relationship Manager
Apollon Wealth Management
Relationship manager job in Portland, ME
Reports to: Sr. Director of Staffing and Operations Status: Exempt Remote Role As a RelationshipManager at Apollon Wealth Management, you will play a pivotal role in delivering top-tier wealth management services to our valued clients and financial advisors. You will work closely with the advisory team to ensure seamless operational execution, a consistently elevated client experience, and flawless alignment with the firm's communication and service standards. This multifaceted role serves as both a strategic partner to the lead Financial Advisor/Partner and a trusted point of continuity for clients.
Key Responsibilities
Advisor & Client Support
Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust.
Schedule and prepare for complex client review meetings, including managing follow-up communications.
Provide general administrative support to the lead client-facing FA/Partner.
Client RelationshipManagement & Operations
Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation.
Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks.
Client Experience & Strategic Communication
Elevate the personal client experience and support execution of the firm's strategic communication plan.
Lead the planning, coordination, and execution of client engagement events such as lunch-and-learns, webinars, informational sessions, and speaker engagements.
Coordinate with outside vendors and partners to ensure flawless event delivery.
Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow-up tracking.
Manage the company's professional LinkedIn presence and other social media activity; regularly update the team website.
Develop and implement internal and external team marketing strategies.
Skills and Experience:
Minimum of five (5) years of experience in a relevant professional field (financial services, marketing, corporate administration, or similar operations-heavy environments).
Primarily remote role with approximately one week per quarter of required in-office work in Maine; technology and equipment provided.
Familiarity with Salesforce preferred.
Working knowledge of custodial platforms (required).
Communication
o Exceptional written and verbal communication skills for both internal coordination and external client interaction.
o Excellent interpersonal skills and a polished, client-centric approach.
Technical Proficiency
o Strong proficiency in Microsoft Office Suite, CRM software (Salesforce), and digital marketing platforms (e.g., LinkedIn).
o Proficiency with financial software and tools.
Execution, Organization & Project Management
o Proven ability to work independently, be self-directed, and manage multiple priorities simultaneously.
o High attention to detail and strong commitment to timely task execution.
o Strong organizational and project management skills to oversee concurrent client and marketing initiatives.
Demonstrated dedication to maintaining client confidentiality and trust.
$81k-120k yearly est. Auto-Apply 49d ago
Wealth Relationship Manager III
Eastern Bank 4.6
Relationship manager job in Arundel, ME
Hiring Range: $97,229 - $159,733 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
Acquires and develops new high net worth relationships, both personal and commercial, to offer full array of financial services. Develops new client relationships that can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.
* Identifies and develops new clients to build a relationship with goal of providing Wealth Management solutions. Provides clients with objective, comprehensive, and needs-based advice for building and preserving wealth and transferring to future generations.
* Maintains awareness of client's goals, income, and spending to managerelationship.
* Proactively advises and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services.
* Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
* Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
* Develops and maintains strong centers of influence ("COI") network that can serve as referral network for potential prospects and new clients.
* Engages with other lines of business within Bank to fully serve clients' financial needs.
* Participates in required annual Administrative Reviews of accounts
* Provides expertise, guidance, and skill development support to other team members.
* May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
Qualifications:
* Bachelor's degree in business, finance, or related field preferred
* Minimum 10 years in financial services including:
* 5 years' experience working with high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit organizations.
* Knowledge of banking, lending, and wealth management products.
* Strong business development, marketing, and client service skills;
* Strong analytical, time management, and decision-making skills.
* Ability to build new relationships with both centers of influence, potential clients, and referral sources.
* Proven analytical and decision-making skills, with effective problem resolution.
* Excellent communication skills, both verbal and written, including proper business letter and email writing.
* Excellent client service skills.
* Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
* Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
* Attention to detail.
* Positive attitude, team player, and willingness to accept new assignments and pitch-in.
$97.2k-159.7k yearly Auto-Apply 37d ago
SBA Relationship Manager (US) - New England
TD Bank 4.5
Relationship manager job in Portsmouth, NH
Portsmouth, New Hampshire, United States of America **Hours:** 40 **Pay Details:** $115,440 - $173,160 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:**
Personal & Commercial Banking
**Job Description:**
The RelationshipManager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
**Depth & Scope:**
+ Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
+ Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions
+ Accountable for sales and / or delivery of solutions across business lines and segments
+ Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
+ Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
+ Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
+ Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
+ Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
+ Impacts a range of sales achievement for strategic accounts
+ Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
+ Works autonomously as the 'lead' and guides members within area of expertise
+ Identifies and leads problem resolution for complex requirements related issues at all levels
.
**Education & Experience:**
+ Undergraduate degree
+ 7+ years relevant experience
+ In-depth understanding of commercial industry, business development techniques and credit decisions
+ Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
+ Extensive network of outside referral sources for new business
+ Excellent credit and financial analysis skills
+ Effective negotiation skills
**Customer Accountabilities:**
+ Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
+ Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
+ Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
+ Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
+ Leads all aspects of relationshipmanagement for an assigned portfolio /segment and/or geography
+ Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
+ Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
+ Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
+ Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
+ Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
+ Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
+ Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
+ Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
+ Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
+ Develops community relationships and membership in civic and professional organizations, including active participation in networking events
**Shareholder Accountabilities:**
+ Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
+ Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
+ Promotes and offers full suite of products, sales, services and banking capabilities
+ Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
+ Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
+ Contributes to business objectives for Operational Excellence
+ Supports the timely and accurate completion of business processes and procedures
+ Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
+ Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
+ Identifies, suggests and actively participates in process improvement opportunities
+ Actively managesrelationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
+ Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
+ Ensures necessary due diligence to support the accuracy of all customer transactions / activities
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
+ Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
+ Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
+ Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**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 RelationshipManager- Insurance Client RelationshipManagers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
In this Role, you will:
* Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Insurance sector
* Develop client engagement strategies and quantify costs of pursuit
* Lead accountability against Measurable Revenue/Profit Growth within set timelines
* Review the account metrics with the delivery, operations, and finance teams on regular basis
* Be part of senior management reviews for the performance metrics of the account
* Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level
* Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Insurance industry
Work Model:
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Portsmouth, NH. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
What you need to have to be considered:
* Minimum 15+ years in the Insurance domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm
* Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment
* Strong experience with the global service delivery model
* In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical
* A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business
* Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence
* Ability to lead a client P&L of at least 30 million dollars, including reporting and metric assessment for the account
* The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Insurance domain
* Bachelor's Degree
This will help you stand out:
* MS or MBA degree
* Strong background in a project environment and application development
* Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
* Must be detail oriented and able to manage and maintain all facets of complex assignments
* Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
* Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
The annual salary for this position is between $170,000-$200,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans.
This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits
This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to apply
Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law.
Work Authorization
Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
* #LI-MB1
$170k-200k yearly 29d ago
Commercial Banker I or II
Androscoggin Bank Career 3.9
Relationship manager job in Portland, ME
Commercial Banker I or II (Portland or Lewiston)
Androscoggin Bank, a values driven, mutual savings bank based in Lewiston, Maine, has an opening for a Commercial Banker to join our team.
Our culture is one where we work collaboratively with clients and business partners to answer questions and assist in arriving at the most effective and efficient resolution to reasonably comply with regulatory requirements and do what is right for the client. The difference here is the great team you will work with and the ability to work in a local business with local decision making-where employees and clients come first!
In keeping with our client first purpose, our ideal candidate will understand the needs of our client and community goals and have experience as a Commercial Banker.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals to perform the essential functions.
The Commercial Banker develops, retains and services a loan portfolio in excess of $50 million dollars with a goal of reaching $65 million dollars. This may vary based upon the composition of the portfolio, e.g., number of clients, commercial real estate, C&I, etc.
Establishes, and negotiates where necessary, terms under which credit will be extended, including the costs, repayment method, and schedules and collateral requirements.
Interviews loan applicants and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Develops new business by contacting prospects and customers, cross-sells bank services including: DDA and savings accounts, cash management services, trust & investment services and residential mortgage loans.
Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
Collects and analyzes information that reflects the current creditworthiness of customers and the current status of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Monitors loan repayment activities with all accounts in their portfolio and takes necessary action to collect from past-due accounts.
Attends and makes recommendations to Management Credit Committee, and when appropriate to Problem Loan Committee on delinquent or adversely rated credits. Manages delinquent credits in tandem with the Collections Department.
Advises customers, when appropriate, concerning business management and financial matters.
Develops material for and makes loan presentation to the loan committee where required.
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
Makes joint calls with Branch Managers, Treasury Management Officers, Investment Officers or other bank personnel as needed to cross promote bank products.
Makes calls and establishes relationships in line with Community Reinvestment Act guidelines.
Complies with all banking related laws and regulations communicated to the employee through training and/or written correspondence and those requirements reflected in the Bank's policies and procedures applicable to the employee's duties and/or areas of responsibility. Protects all customer information and institution assets and complies with privacy and acceptable use policies.
Undertakes special projects relating to departmental services as assigned by the Director of Commercial Lending.
Location: Portland or Lewiston
Qualifications:
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to ten years related experience and/or training; or equivalent combination of education and experience.
Other Qualifications:
Requires a minimum of 1 year of Commercial Lending experience
Requires a minimum of 3 years of bank lending experience.
Requires a minimum of 1 year of Credit Analysis experience
Proven business development capabilities
Represents bank in professional manner
Ability to cross-sell other bank products and services
Willingness to travel and work a flexible schedule to meet customer needs
Must have a valid drivers license
Proven communication and interpersonal skills.
Benefits
This position carries great benefits, including paid time off, holiday pay, 401k participation with a generous match (we put money in your 401k even if you don't!), and access to Androscoggin Bank's full insurance benefit package (medical, dental, vision, life, and disability). Androscoggin Bank offers paid parental leave to our employees, which grants new mothers and fathers six weeks of full pay! We also provide paid volunteer time to all employees.
Hoping you could advance your career and your education? We can help. Androscoggin Bank is committed to supporting employee development, and employee benefits include tuition and education reimbursement.
Do you wish you could be more involved and connected in your company, beyond the level of your department? Androscoggin Bank offers that to you. Project teams, committees, events, in-house education, and more. It's an amazing place to work.
And, you get to work with some of the smartest, most dedicated, heart-felt people you will ever meet!
We are deeply proud that Androscoggin Bank recently achieved B Corp Certification. This means we'll continue to use profit to power our purpose, rather than serving as the purpose itself. We'll serve the best interests of our clients, our employees and our communities, while also honoring our environment. Learn more about it here - https://www.androscogginbank.com/bcorp/
Androscoggin Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.
EOE/Minorities/Females/Vet/Disabled
Job Description
Senior Commercial Relationship & Planned Maintenance (PM) Manager
Outbound Engagement • Relationship Stewardship • Growth Leadership
Department: Growth, Strategic Accounts & Planned Maintenance
Reports To: CEO / CRO
Employment Type: Full-Time, Exempt
Travel Requirement: Approximately 2-3 weekdays per week (regional, daytime travel), with additional periodic travel to national brand partner locations for development, collaboration, and strategy advancement
Direct Reports: Commercial Relationship Advisors (phased, as team scales)
Position Overview
The Senior Commercial Relationship & PM Manager is responsible for initiating, developing, and stewarding high-value commercial relationships while ensuring long-term value, margin discipline, and customer trust. This role blends outbound relationship engagement, full lifecycle account ownership for accounts meeting defined standards, planned maintenance portfolio stewardship, and leadership support for other relationship advisors.
This role is intentionally phased. Initial focus centers on supporting outbound engagement efforts, securing face-to-face and virtual relationship meetings, and personally managing engagement cycles for accounts meeting defined standards. As the role matures, responsibilities expand to include strategic account stewardship, PM optimization, and relationship leadership.
This is a relationship-first, growth-oriented leadership role, not a transactional selling position.
Why This Role Matters
This role institutionalizes customer relationships, protects margin through disciplined engagement, and elevates Planned Maintenance from a transactional service to a strategic risk-mitigation partnership. It supports scalable growth, leadership development, and long-term enterprise value.
Primary Responsibilities
Outbound Relationship Engagement & Appointment Conversion (Initial Primary Focus)
Support and elevate outbound engagement efforts by converting outreach activity into qualified in-person and virtual relationship meetings
Partner closely with outreach and engagement resources to improve:
Appointment quality
Targeting accuracy
Conversion consistency
Lead discovery-focused conversations with:
Facility managers
Property managers
Operations, compliance, and safety stakeholders
Prioritize in-person meetings when relationship value, asset density, compliance exposure, or long-term growth potential justify travel
Travel Expectations
Approximately 2-3 days per week of regional daytime travel
Periodic travel to education Aal events
Periodic travel to national brand partner locations to:
Deepen understanding of best practices
Contribute to strategy development
Support growth and alignment across partner networks
2 Relationship Lifecycle Ownership (Accounts Meeting Defined Standards)
Own the complete relationship lifecycle for accounts meeting defined standards, including:
Needs discovery
Solution alignment and recommendations
Virtual or in-person presentations (based on defined engagement qualifiers)
Commitment, onboarding, and transition to service or PM programs
Apply established qualifiers to determine engagement format:
Virtual engagement for smaller, single-location, or early-stage relationships
In-person engagement for asset-dense, compliance-sensitive, or expansion-ready relationships
Maintain accurate relationship records and engagement documentation within CRM systems
Transition accounts to Strategic Account designation once defined criteria are achieved
Strategic Account Stewardship (Progressive Responsibility)
Serve as commercial relationship steward for assigned strategic accounts
Maintain structured face-to-face engagement cadence (quarterly or biannual, based on tier)
Lead formal account reviews focused on:
Planned Maintenance outcomes and risk mitigation
Service trends and recurring issues
Forward-looking planning, capital needs, and expansion opportunities
Act as internal advocate for strategic accounts across service, PM, QA, and estimating teams
Planned Maintenance (PM) Portfolio Stewardship
Own performance, retention, and value realization of assigned PM portfolios
Ensure PM programs are:
Properly scoped
Aligned with customer risk profiles
Operationally efficient and financially sound
Participate in customer-facing PM reviews when:
Compliance deficiencies are identified
Renewal or expansion discussions are required
Larger or more complex portfolios are involved
Identify opportunities for PM expansion, asset additions, or service enhancements
Relationship Leadership & Opportunity Governance
Mentor and guide Commercial Relationship Advisors as the team scales
Review engagement pipelines for:
Relationship quality
Value alignment
Margin discipline
Act as engagement lead for:
Complex or multi-location opportunities
Strategic renewals and expansions
Reinforce disciplined engagement practices and long-term relationship stewardship
Success Metrics
Conversion of outbound engagement into qualified relationship meetings
Retention and expansion of managedrelationships
Planned Maintenance renewal, expansion, and profitability
Quality and consistency of face-to-face engagement for eligible accounts
Reduction in escalations and reactive service issues
Development and performance of relationship advisors
Qualifications & Experience
Experience in commercial relationshipmanagement, account stewardship, or consultative growth roles
Comfort engaging facility, operations, and compliance stakeholders
Strong organizational skills and ability to manage multiple relationships and priorities
Ability to balance in-field engagement with internal coordination
Comfort using CRM and modern engagement tools
Leadership mindset with interest in mentoring and guiding others
Industry experience in commercial services, facilities, construction, or technical environments is preferred.
Compensation
Base Salary: $65,000 annually, paid on a weekly basis plus fuel allowance
Bonus & Incentives: This role includes performance-based bonuses and incentives tied to outbound engagement effectiveness, relationship lifecycle progress, and planned maintenance stewardship.
With successful performance, total annual compensation is targeted to yield at approximately $70,000-$75,000 year one, with opportunities for future growth as responsibilities, results, and scope expand.
Compensation structure and targets will be reviewed periodically and may evolve as the role matures and the business grows.
$70k-75k yearly 5d ago
Senior Commercial Relationship & PM Manager
Galaxy Service Partners
Relationship manager job in Lewiston, ME
Job Description
Senior Commercial Relationship & Planned Maintenance (PM) Manager
Outbound Engagement • Relationship Stewardship • Growth Leadership
Department: Growth, Strategic Accounts & Planned Maintenance
Reports To: CEO / CRO
Employment Type: Full-Time, Exempt
Travel Requirement: Approximately 2-3 weekdays per week (regional, daytime travel), with additional periodic travel to national brand partner locations for development, collaboration, and strategy advancement
Direct Reports: Commercial Relationship Advisors (phased, as team scales)
Position Overview
The Senior Commercial Relationship & PM Manager is responsible for initiating, developing, and stewarding high-value commercial relationships while ensuring long-term value, margin discipline, and customer trust. This role blends outbound relationship engagement, full lifecycle account ownership for accounts meeting defined standards, planned maintenance portfolio stewardship, and leadership support for other relationship advisors.
This role is intentionally phased. Initial focus centers on supporting outbound engagement efforts, securing face-to-face and virtual relationship meetings, and personally managing engagement cycles for accounts meeting defined standards. As the role matures, responsibilities expand to include strategic account stewardship, PM optimization, and relationship leadership.
This is a relationship-first, growth-oriented leadership role, not a transactional selling position.
Why This Role Matters
This role institutionalizes customer relationships, protects margin through disciplined engagement, and elevates Planned Maintenance from a transactional service to a strategic risk-mitigation partnership. It supports scalable growth, leadership development, and long-term enterprise value.
Primary Responsibilities
Outbound Relationship Engagement & Appointment Conversion (Initial Primary Focus)
Support and elevate outbound engagement efforts by converting outreach activity into qualified in-person and virtual relationship meetings
Partner closely with outreach and engagement resources to improve:
Appointment quality
Targeting accuracy
Conversion consistency
Lead discovery-focused conversations with:
Facility managers
Property managers
Operations, compliance, and safety stakeholders
Prioritize in-person meetings when relationship value, asset density, compliance exposure, or long-term growth potential justify travel
Travel Expectations
Approximately 2-3 days per week of regional daytime travel
Periodic travel to education Aal events
Periodic travel to national brand partner locations to:
Deepen understanding of best practices
Contribute to strategy development
Support growth and alignment across partner networks
2 Relationship Lifecycle Ownership (Accounts Meeting Defined Standards)
Own the complete relationship lifecycle for accounts meeting defined standards, including:
Needs discovery
Solution alignment and recommendations
Virtual or in-person presentations (based on defined engagement qualifiers)
Commitment, onboarding, and transition to service or PM programs
Apply established qualifiers to determine engagement format:
Virtual engagement for smaller, single-location, or early-stage relationships
In-person engagement for asset-dense, compliance-sensitive, or expansion-ready relationships
Maintain accurate relationship records and engagement documentation within CRM systems
Transition accounts to Strategic Account designation once defined criteria are achieved
Strategic Account Stewardship (Progressive Responsibility)
Serve as commercial relationship steward for assigned strategic accounts
Maintain structured face-to-face engagement cadence (quarterly or biannual, based on tier)
Lead formal account reviews focused on:
Planned Maintenance outcomes and risk mitigation
Service trends and recurring issues
Forward-looking planning, capital needs, and expansion opportunities
Act as internal advocate for strategic accounts across service, PM, QA, and estimating teams
Planned Maintenance (PM) Portfolio Stewardship
Own performance, retention, and value realization of assigned PM portfolios
Ensure PM programs are:
Properly scoped
Aligned with customer risk profiles
Operationally efficient and financially sound
Participate in customer-facing PM reviews when:
Compliance deficiencies are identified
Renewal or expansion discussions are required
Larger or more complex portfolios are involved
Identify opportunities for PM expansion, asset additions, or service enhancements
Relationship Leadership & Opportunity Governance
Mentor and guide Commercial Relationship Advisors as the team scales
Review engagement pipelines for:
Relationship quality
Value alignment
Margin discipline
Act as engagement lead for:
Complex or multi-location opportunities
Strategic renewals and expansions
Reinforce disciplined engagement practices and long-term relationship stewardship
Success Metrics
Conversion of outbound engagement into qualified relationship meetings
Retention and expansion of managedrelationships
Planned Maintenance renewal, expansion, and profitability
Quality and consistency of face-to-face engagement for eligible accounts
Reduction in escalations and reactive service issues
Development and performance of relationship advisors
Qualifications & Experience
Experience in commercial relationshipmanagement, account stewardship, or consultative growth roles
Comfort engaging facility, operations, and compliance stakeholders
Strong organizational skills and ability to manage multiple relationships and priorities
Ability to balance in-field engagement with internal coordination
Comfort using CRM and modern engagement tools
Leadership mindset with interest in mentoring and guiding others
Industry experience in commercial services, facilities, construction, or technical environments is preferred.
Compensation
Base Salary: $65,000 annually, paid on a weekly basis plus fuel allowance
Bonus & Incentives: This role includes performance-based bonuses and incentives tied to outbound engagement effectiveness, relationship lifecycle progress, and planned maintenance stewardship.
With successful performance, total annual compensation is targeted to yield at approximately $70,000-$75,000 year one, with opportunities for future growth as responsibilities, results, and scope expand.
Compensation structure and targets will be reviewed periodically and may evolve as the role matures and the business grows.
EEO Statement
We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, ancestry, physical or mental disability, medical condition, marital status, genetics, age, or veteran status or any other applicable legally protected status or characteristic. If you would like to request accommodation on the basis of disability for completing this on-line application, please contact Human Resources.
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.
$100k-150k yearly 20d ago
Senior Banker - Dover Financial Center
Bank of America 4.7
Relationship manager job in Dover, NH
Dover, New Hampshire **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 Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
- Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of RelationshipManager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or RelationshipManager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for helping new and existing clients based on their needs.
- Has strong written and verbal communications skills.
- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
- Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- An Associate's Degree or Bachelor's Degree in business, finance, or a related field.
- Experience working in a financial center where goals were met or exceeded.
- Retail and/or sales experience in a salary plus incentive environment.
- Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
- Experience with financial information, spreadsheets and financial skills.
- Knowledge of banking products and services.
- Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**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.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
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.
$78k-137k yearly est. 7d ago
Dealer Account Manager
Hankey Group External
Relationship manager job in Portland, ME
WESTLAKE FINANCIAL
Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model. This leads to cementing us as a leader in the automotive lending industry.
Westlake continues to grow its market share within the Auto Industry with assets in excess of 18B. We have business relationships in all 50 states, including Puerto Rico. We are looking to acquire talented individuals as we expand our market share. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America.
Our Dealer Account Managers are individuals with the vision and dedication to provide world-class customer service to our dealer partners through training and prospecting for business opportunities. This is a challenging, dynamic field position with high earnings potential and opportunities for career advancement.
The Dealer Account Manager position offers a highly incentivized performance-based compensation package. A motivated and driven individual can earn up to and beyond a six-figure income.
We invite you to learn more about the position, please visit *******************************************************
Job Description
Dealer Account Manager
Remote - on the road
Our Dealer Account Managers are individuals with the vision and dedication needed to assist our current and future dealer partner sell more cars and trucks by financing more customers.
Our Dealer Account Manager is a challenging and dynamic position with opportunity for advancement. As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts. You will manage and consult in all sales activities and account development for those dealers within the area assigned. You will also manage quality and consistency of product and service delivery.
Being in a fast-paced environment, this role requires a consultative sales and management approach. Each Dealer Account Manager will manage their own dealer base to understand the Westlake Program so they can grow and succeed
This is a full-time position including full-time benefits. We are looking for highly motivated, highly dedicated candidates who are comfortable working in a field environment and traveling in a local market.
What is it like being part of the Westlake Team?
New Hire training is provided to ensure your success in your new role. This training will prepare and provide you with proper knowledge and skills to perform the role successfully.
You will be part of a positive environment and supportive team where you will be encouraged to raise questions, promote ideas to yield good results.
We are a well-established and constantly growing auto finance company; we believe in PEOPLE with the PURPOSE and PASSION.
What will you do as our Dealer Account Manger?
Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships
Identify sales prospects and contact these and other accounts assigned to you
Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers
Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities
Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements
Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners
Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial
Develop, maintain and understand sales materials and keep up to date on current financial product knowledge
Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers
Qualifications
Qualities we look for in our Dealer Account Manger?
Demonstrated experience in Automotive, Finance and Sales (required)
1-2 year's previous experience in a Sales role with a proven track record of success
College degree (preferred or equivalent work experience)
Presentation skills (from initial creation to delivery)
Strong Interpersonal and communication skills
Knowledge of advertising and sales promotion techniques
Strong computer skills and adaptability to new technology
Goal oriented with a desire for improvement and advancement 
Able to communicate and work amicably with diverse teams
Knowledge/Experience with the use of DealerTrack, Routeone, or CUDL (beneficial)
Previous Outside Sales Experience, (preferred)
Significant local travel to current and potential clients. This requires the possession of a valid state driver's license
Benefits
What do we offer?
Medical, Dental, and Vision benefits
Life Insurance and Long-term disability plans
Flexible Spending Account
401K matching
Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
Wellness Programs
Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
Career Path Opportunities
Discounts on Parks, Museums, Movie Tickets, and Attractions
Annual Flu Shot
Paid Vacations Days
Paid Sick days
Paid holidays
HGym (available in our Los Angeles, CA & Dallas,TX office)
Rental Car Discounts, Dell Member Purchase Program
UKG Wallet
ACKNOWLEDGMENTS
We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.
$55k-91k yearly est. 60d+ ago
Account Manager - Credit
Alliant 4.1
Relationship manager job in Cumberland, ME
This role works with our Seafax team.Office location: 62 U.S. Rte 1, Cumberland Foreside, ME 04110 This role is the main point of contact for our Services customers and includes responsibility for both the credit and collections functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Consistently deliver world class service to our customers related to credit and accounts receivable management.
Responsibility for management of customer's accounts receivable ledger.
Gather and analyze business data from required sources to assess credit risk and set credit limits.
Implement and maintain client credit policies and procedures.
Conduct and document outbound communication to past due buyers.
Communicate credit decisions and collection strategies to client.
Develop client contacts and influence credit risk decisions and procedures.
Create and present external periodic credit and collection reports.
Manage credit insurance policies and other risk mitigation tools.
Monitor client sales orders and approve qualifying orders on credit terms.
Collaborate with Seafax's Sales, Collections and Credit Reporting teams to deliver comprehensive service to our clients.
Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Performs other duties as assigned.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in Business
Three (3) or more years of related experience
SKILLS
A sense of ownership in resolving issues through critical thinking.
Excellent written and oral communication skills.
Ability to prioritize and plan activities efficiently.
Ability to adapt to a rapidly changing environment.
Proficient with Microsoft Office.
Proficient at working in cross-functional teams both internally and with our clients.
Good leadership, problem solving and time management skills#LI-RF1
$60k-91k yearly est. 60d+ ago
Insurance Account Manager
Lotfey Dennett Ins. Brokers
Relationship manager job in Portland, ME
Lotfey Dennett Insurance Brokers is a modern, boutique insurance agency located in Portland, Maine. Our agency partners with industry leading insurance companies to offer a diverse portfolio of products for personal insurance, small business insurance, and life insurance solutions. If you are looking to be part of an energetic team and build a rewarding career in the property & casualty insurance industry, please contact us today!
Job Description:
Our insurance agency
is seeking an Insurance Account Manager. The Account Managers provide a high, professional standard of service to our customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, the Account Managers work as a team with an assigned Account Executive to write new accounts, retain accounts, and grow the book of business.
Responsibilities:
Possess knowledge of carrier manuals, appetite, services, and coverage forms/products available from each of our carrier partners
Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
Responsible with the Account Executive for front-end underwriting of customers to align the proper carrier and best solutions for the customer's insurance needs
Provide quotations, coverage summaries/comparisons, proposals, and recommendations proposed
Market new business and renewal submissions to carriers utilizing our standard submission forms
Responsible for customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the Account Executive or Department Director informed of issues.
Follow all systems, procedures, and regulations set forth by agency, insurance carriers, and state departments of insurance
Qualifications:
Insurance: 2+ years of experience
Sales: 2+ years of experience
Customer Service: 2+ years of experience
High level of initiative and able to work well in a team environment
Motivated, goal-oriented, persistent, and skilled negotiator
Strong technical capacity with knowledge of Microsoft Office software products
Handles stressful situations and deadline pressures well
Strong communication, organization, and time management skills
Benefits/Perks:
Work from Home Fridays
Comprehensive Health & Dental Insurance
Employer-paid group life & disability insurance
Retirement Plan with company match
Competitive PTO Plan in Addition to 9 Paid Holidays
Company Paid Insurance Education
Company Outings!
Compensation: $45,000.00 - $75,000.00 per year
Becoming an Insurance Professional
Insurance Professionals go by many names: Brokers, Underwriters, Claims Representatives, Adjusters, Actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.
As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day! Is this career right for you?
Career CategorySalesJob Description
Join Amgen's Mission of Serving Patients
At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do.
Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives.
Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.
Specialty Account Manager, UPLIZNA - Rare Disease
Live
What you will do
Let's do this. Let's change the world. In this vital role you will be responsible for representing UPLIZNA to physicians and health care professionals, establishing product sales, and performing total territory account management.
The Specialty Account Manager is responsible for providing account management support to accounts within a specific geography in the designated marketplace with a focus on issues specific to their designated accounts. The SAM acts as central account manager; responsible for driving product demand and coordinating relevant field teams to address account needs.
Develops a comprehensive and effective territory business plan aimed at achieving and exceeding annual sales goals established by sales and business unit leadership.
Promotes UPLIZNA within approved labeling in a comprehensive, fair and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines.
Addresses issues related to access, pull-through, and reimbursement by coordinating with key stakeholders and matrix team members.
Develops strong customer relationships by better understanding the customer's needs and goals and communicating those needs and goals to other team members.
Consistently meets or exceeds corporate sales goals.
Communicates territory activity in an accurate and timely manner as directed by management.
Drive product demand among targets through education on disease state and product information.
Provides feedback to sales and business unit leadership, colleagues, and other internal departments about changing environment and results.
Adheres to the Company's compliance policies and guidelines as well as any other applicable guidelines, including but not limited to the PhRMA code.
Must be able to work closely with patient services and market access team members, and understand their roles, to achieve overall business goals,
Coordinate between accounts and relevant Amgen field teams to support full range of account needs,
Educate healthcare professionals and office staff on site of care options.
Attends medical congresses and society meetings as needed.
Manages efforts within assigned promotional and operational budget.
Maximizes use of approved resources to achieve territory and account level goals
Successfully completes all Company training classes.
Completes administrative duties in an accurate and timely fashion.
Functions as a contributing member of a high-performance team.
Perform such other tasks and responsibilities as requested by the Company.
Win
What we expect of you
We are all different, yet we all use our unique contributions to serve patients. The Specialty Account Manager we seek is a motivated professional with these qualifications.
Basic Qualifications:
Doctorate degree & 2 years of collective account management experience, sales, & commercial experience
Or
Master's degree & 6 years of collective account management experience, sales, & commercial experience
Or
Bachelor's degree & 8 years of collective account management experience, sales, & commercial experience
Or
Associate degree & 10 years of collective account management experience, sales, & commercial experience
Preferred Qualifications:
Buy-and-bill experience with documented success and/or biologic/infusion experience strongly preferred.
Sales experience in Gastro, and/or rare/specialty disease states preferred.
Site of care and reimbursement experience strongly preferred.
Experience working with institutions and integrated delivery networks preferred.
Pharma account management selling experience essential; must be able to coordinate across field teams to address full range of account needs.
Approximately 80% travel (may vary by territory), including some overnight and weekend commitments.
Proficient in Microsoft Office.
Professional, proactive demeanor.
Strong interpersonal skills.
Excellent written and verbal communication skills.
Thrive
What you can expect of us
As we work to develop treatments that take care of others, we also work to care for our teammates' professional and personal growth and well-being.
The expected annual salary range for this role in the U.S. (excluding Puerto Rico) is $158,046.00 to $185,910.00.Amgen offers a Total Rewards Plan comprising health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities including:
Comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts.
A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan
Stock-based long-term incentives
Award-winning time-off plans and bi-annual company-wide shutdowns
Flexible work models, including remote work arrangements, where possible
Apply now for a career that defies imagination
Objects in your future are closer than they appear. Join us.
careers.amgen.com
Application deadline
Amgen does not have an application deadline for this position; we will continue accepting applications until we receive a sufficient number or select a candidate for the position.
As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease.
Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Amgen is an Equal Opportunity employer and will consider you without regard to your race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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Salary Range
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$158k-185.9k yearly Auto-Apply 13d ago
Business Development Officer
St. Mary's Bank 4.2
Relationship manager job in Portsmouth, NH
Under the direction of the Business Development Team Lead, the Business Development Officer is responsible for identifying potential business opportunities, building and maintaining relationships and fostering partnerships with Regional Managers, branch sales and service, SMFS and commercial relationshipmanager to drive credit union growth. Acts as a relationshipmanager for businesses with lending relationships generally under $250M. Driving small business suite of services including deposit accounts, business loans and lines of credit, and cash management products.
Key Responsibilities:
Build and maintain strong relationships with new business members to support business deposits and cash management.
Identify and evaluate potential business opportunities in the community to generate cash management and deposit opportunities including Financial Wellness@Work.
Manage internal and external Centers of Influence (COI) such as CPA's, commercial real estate brokers, and lawyers to develop new business.
Develop and implement plans to drive business growth and market expansion.
Conduct market research to identify trends, competitor activities, and opportunities.
Prepare and deliver presentations and proposals to potential members and partners.
Collaborate with internal teams to ensure alignment and execution of business strategies.
Monitor and report on the effectiveness of business development activities.
Attend industry events, conferences, and networking opportunities to promote the credit union and assist in meeting their sales goals.
Core Skill Competencies:
Communication: Excellent verbal and written communication skills for interacting with potential members.
Relationship Building: Strong interpersonal skills to build and maintain professional relationships.
Analytical Skills: Strong analytical abilities to evaluate business opportunities and performance.
Sales Management: Experience in sales management and achieving sales targets.
Adaptability: Flexibility to adapt to changing market conditions and business needs.
Team Collaboration: Ability to work effectively with cross-functional teams.
Time Management: Excellent organizational skills and ability to manage multiple projects simultaneously.
Technical Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and using CRM software, cash management platform and other business development tools.
Physical Demands:
Ability to sit for extended periods while working at a computer.
Occasional lifting of office supplies and equipment, up to 25 pounds.
Frequent travel to meet with potential members and attend industry events.
Qualifications:
Bachelor's degree in Business Administration, Marketing, or a related field.
Five years of experience in business development, sales, or retail.
Proven track record of achieving business growth targets.
Strong understanding of market dynamics and industry trends.
Ability to travel as required.
$69k-93k yearly est. 57d ago
Account Manager
Piscataqua Landscaping
Relationship manager job in Eliot, ME
Piscataqua Landscaping & Tree Service, established in 1979, has been known for our dedication to quality and service to a range of customers from Southern Maine to Northern Massachusetts - and all along the New Hampshire Seacoast and Lakes Region. For us, it's all about the people. We strive to hire the best, and we train you to stand up for all that we believe in.
We are looking for a dedicated and experienced Account Manager to join our team! The ideal candidate will have a passion for the outdoors, outstanding customer service skills, and the ability to effective lead and manage a team. They must be able to work with employees who have various skills and responsibilities.
Requirements
* Demonstrate strong customer service background and excellent interpersonal skills are a must
* Ability to answer a high volume of calls and/or emails daily from clients, crew members and vendors regarding work being performed or future projects
* Manage all crew members and subcontractors in a positive and productive manner through clear communications and expectations
* Operate all company equipment productively and safely
* Ensure that all job sites and properties are maintained in a neat and organized manner. Reports and documents any problems observed or encountered to the Lakes Region Branch Manager
* Complete paperwork/daily logs on schedule and is available for any questions from the office staff regarding worksheets, information and billing issues
* Coach, motivate and lead crews, improving morale and productivity by example
* Manage and visit multiple properties on a weekly basis to ensure quality is to standard
* Report all accidents and safety violations within in 24 hours of event
* Exhibit a neat and professional appearance in approved company attire
* Maintain a consistent and positive attendance pattern
* Must love working and collaborating in a team atmosphere
Additional Duties
* Involvement with snow removal during the winter in whatever capacity is needed by the business
* Trains crew members in the proper procedures to execute their jobs and duties
* Follows and adheres to guidelines in the company and employee handbook
* Manages department and customer budgets
* Additional duties as assigned.
Minimum Qualifications
* Bachelor's degree (B.A.) from four-year College or university and four to five years related experience and/or training; or equivalent combination of education and experience
* DOT medical card. Must have a clean driving record and be insurable by our vendors standards
* Bilingual Spanish Speaking not required, but encouraged to apply
If you are a motivated and outdoorsy individual, looking for a company that values its employees and provides the resources for success, we encourage you to apply! We supply our employees with equipment, vehicles, and technology of the highest grade, along with a comprehensive benefits package:
Compensation & Benefits:
* Highly competitive compensation for qualified applicants
* Weekly payroll - every Friday is a pay day!
* Direct Deposit available
* Uniform reimbursement for both seasonal and full-time employees
* Health Insurance
* Dental Insurance
* Vision Insurance
* Supplemental insurance, including short term and long-term disability
* 401K with employer match
* Paid vacations and holidays
* Earned Paid Leave
* Bonus potential
* Year-round employment
* Employee development opportunities available... and more!
Piscataqua Landscaping & Tree Service is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$56k-93k yearly est. 21d ago
Client Partner Consultant, DentaQuest
Sun Life Financial 4.6
Relationship manager job in Portland, ME
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.
The opportunity:
Responsible for overall client relationship, satisfaction, and program success. The Client Partner will oversee every element of the contract deliverables, including compliance reporting, financial reporting and service level performance reporting. Also responsible for ensuring effective internal coordination of cross-functional teams and external communication of client requests to ensure client expectations are satisfied.
How you will contribute:
* Responsible for on-going, effective communications and service to the current clients via on-site meetings, web-conference calls, and day-to-day interaction.
* Provide primary support to DentaQuest leadership for administration of administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFR and contract.
* Proactively identify client expectations, communicate expectations to DQ leadership and staff, and ensure expectations requirements are delivered effectively. Proactively resolve issues and strengthen relationships at various professional levels within the client's organization.
* Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest.
* Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance.
* Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion).
* Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines.
* Perform functions that support timely and accurate reporting to clients.
* Responsible for ensuring Office Reference Manuals are kept up to date, corrective action plans are implemented and client audits are organized effectively.
* Develops and submits IODs based on CMS, market- or client-specific program requirements.
* Manages process for obtaining program requirements, documentation, support and other special requests from clients, providers and other organizations.
* Provides regular updates to senior management on internal and external issues affecting market performance.
* Represent DentaQuest at health fairs, conferences and advisory meetings through the State.
* Utilize leadership, negotiation, conflict resolution, project management, and strategic problem-solving skills.
* Other duties as assigned.
What you will bring with you:
* Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience.
* Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers.
* Two years' experience in a supervisory role.
* Well-organized and superior organizational, written, and oral communication skills (particularly presentation skills).
* Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.
* Ability to work independently and as part of a team.
* Proficient with general computer software including Microsoft Excel, Word and Outlook.
* Proven problem-solving skills.
* Ability to make good judgment conclusions based on data available with minimal supervision.
* Ability to prioritize and organize multiple tasks with tight deadlines.
* Excellent customer service skills.
* Up to 50% local travel required.
Salary:
Salary Range: $63,000 - $94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
How much does a relationship manager earn in Portland, ME?
The average relationship manager in Portland, ME earns between $67,000 and $143,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Portland, ME
$98,000
What are the biggest employers of Relationship Managers in Portland, ME?
The biggest employers of Relationship Managers in Portland, ME are: