Relationship manager jobs in Portland, OR

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. We are seeking a highly motivated Commercial Relationship Manager to drive growth in our Commercial and Industrial (C&I) vertical. The ideal candidate will have a strong background in the greater Portland market, exceptional networking skills, and a proven track record of high production in the C&I space. The salary for this role will be between $101,992 and $162,987. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.” ESSENTIAL DUTIES: Develop a prospecting list and a calling program to solicit new business relationships. Manage and grow a portfolio with a focus on new business development, primarily within the greater Portland area. Build and leverage community connections to enhance new business acquisitions. Underwrite financial packages provided to determine if loan requests meet Bank credit policy. Work closely with Credit Analysts and Portfolio Managers to prepare and present a Credit Memorandum to appropriate approval level for new loan request. Negotiates terms and approval conditions with prospective borrower. Work closely with Portfolio Managers to manage existing loan portfolio ensuring risk ratings are appropriate; financial information is current; loan covenants are monitored, and loan payment delinquencies are minimal. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Term Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes all laws and regulations that relate to commercial lending. Additional duties and responsibilities: Projects professionalism in both appearance and attitude when dealing with customers in order to present a positive Riverview Community Bank image. Coordinate, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. Work with Portfolio Manager (PM) and Commercial Loan Assistant (CLA) in managing the relationship portfolio and provide mentoring and guidance to the PM and CLA to improve their career path trajectories. Other duties may be assigned. RELATIONSHIPS: Maintain strong working relationship with Commercial Loan Team Leader, peers in the lending area, retail banking and other support areas to build a team effort. Maintain close contact with customers to ensure that service levels are appropriate and seek new loan opportunities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Bachelor's degree; business, finance or related field preferred, seven or more years of commercial lending experience, strong credit and analytical skills, excellent communication and sales skills, and knowledge of bank services; or equivalent combination of education and experience. Commercial and Investment lending experience strongly preferred. SKILLS: Ability to communicate with borrowers and build strong relationships. Ability to read, analyze, and interpret credit related journals, bank lending policy, or governmental regulations. Ability to write concise credit memorandums and other business correspondence. Ability to effectively present loan proposals and respond to questions from managers, loan committees and clients in a professional manner. Ability to work with mathematical and financial concepts such as Global Cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve day to day problems and deal with a variety of issues that may arise in working with borrowers with minimal supervision. Ability to understand loan structure that protects the bank and increases probability of borrower repaying loan is essential. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer and keyboarding skills. Basic skills associated with the general use of business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. We are seeking a highly motivated Commercial Relationship Manager to drive growth in our Commercial and Industrial (C&I) vertical. The ideal candidate will have a strong background in the greater Portland market, exceptional networking skills, and a proven track record of high production in the C&I space. The salary for this role will be between $101,992 and $162,987. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards." ESSENTIAL DUTIES: * Develop a prospecting list and a calling program to solicit new business relationships. * Manage and grow a portfolio with a focus on new business development, primarily within the greater Portland area. * Build and leverage community connections to enhance new business acquisitions. * Underwrite financial packages provided to determine if loan requests meet Bank credit policy. * Work closely with Credit Analysts and Portfolio Managers to prepare and present a Credit Memorandum to appropriate approval level for new loan request. * Negotiates terms and approval conditions with prospective borrower. * Work closely with Portfolio Managers to manage existing loan portfolio ensuring risk ratings are appropriate; financial information is current; loan covenants are monitored, and loan payment delinquencies are minimal. * Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Term Loan Review Report; Delinquency Report and Maturing Loan Report. * Understands and observes all laws and regulations that relate to commercial lending. Additional duties and responsibilities: * Projects professionalism in both appearance and attitude when dealing with customers in order to present a positive Riverview Community Bank image. * Coordinate, when necessary, with other departments. * Participates in and completes all required training modules with passing scores. * Follows all state and federal laws, and all Riverview policies and procedures. * Work with Portfolio Manager (PM) and Commercial Loan Assistant (CLA) in managing the relationship portfolio and provide mentoring and guidance to the PM and CLA to improve their career path trajectories. * Other duties may be assigned. RELATIONSHIPS: * Maintain strong working relationship with Commercial Loan Team Leader, peers in the lending area, retail banking and other support areas to build a team effort. * Maintain close contact with customers to ensure that service levels are appropriate and seek new loan opportunities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Bachelor's degree; business, finance or related field preferred, seven or more years of commercial lending experience, strong credit and analytical skills, excellent communication and sales skills, and knowledge of bank services; or equivalent combination of education and experience. Commercial and Investment lending experience strongly preferred. SKILLS: * Ability to communicate with borrowers and build strong relationships. * Ability to read, analyze, and interpret credit related journals, bank lending policy, or governmental regulations. * Ability to write concise credit memorandums and other business correspondence. * Ability to effectively present loan proposals and respond to questions from managers, loan committees and clients in a professional manner. * Ability to work with mathematical and financial concepts such as Global Cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. * Ability to resolve day to day problems and deal with a variety of issues that may arise in working with borrowers with minimal supervision. * Ability to understand loan structure that protects the bank and increases probability of borrower repaying loan is essential. * Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Ability to define problems, collect data, establish facts, and draw valid conclusions. * Intermediate computer and keyboarding skills. * Basic skills associated with the general use of business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Relationship Manager II or Relationship Manager III to join our Specialized Lending department in Salem, Oregon; Beaverton, Oregon; Spokane, Washington (Headquarters); or Seattle, Washington. This full-time position reports to the SVP, Lending and is accountable for providing high quality, profitable and constructive credit and related services to large, complex and/or high-risk loans while maintaining a high level of proactive marketing and portfolio management, including credit analysis, loan administration and servicing on all loan products. After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend. Employees are expected to continue working from their office location a minimum of 50% or 60% of the time depending on location. Compensation Information The base salary range for this position in Salem, Oregon or Spokane, Washington is: Level II: Typical starting range: $70,80 - $97,500 Full base salary range: $70,800 - $122,100 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $87,200 - $153,900 Full base salary range: $87,200 - $169,300 Annual performance-based incentive target is 20% of base. The base salary range for this position in Beaverton, Oregon is: Level II: Typical starting range: $70,80 - $107,500 Full base salary range: $70,800 - $134,400 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $96,400- $169,300 Full base salary range: $96,400 - $186,700 Annual performance-based incentive target is 20% of base. The base salary range for this position in Seattle, Washington is: Level II: Typical starting range: $81,100 - $111,900 Full base salary range: $81,100 - $140,600 Annual performance-based incentive target is 15% of base. Level III: Typical starting range: $100,500 - $177,500 Full base salary range: $100,500 - $194,900 Annual performance-based incentive target is 20% of base. Job Requirements Market and sell products including loans and financially related services focused within the forest products industry. Work closely with Capital Markets to support large loan relationships. Provide leadership and direction to assigned account team(s) through effective communication regarding account management and servicing, delegation of responsibilities, and clear identification and measurement of expectations. Responsible for growing assigned loan portfolio, managing unused commitment levels, ensuring profitability targets are met for assigned portfolio, and communicating appropriate loan pricing information to customers. Establish rapport with and develop and maintain confidence of customers and prospective customers. Complete customer visits and document observations, which require travel to and from customers' offices, facilities and/or tree farms, visually inspecting the condition and value of loan collateral, and evaluating the customer's management practices and expected repayment. Analyze customer's business operation, credit profile and lending needs to propose appropriate loan commitments and structures. Prepare and review complex credit analysis and submit recommendations to supervisor or loan committee for action; approve loans within delegated authority. Make quality credit decisions to ensure customer service, high quality loan portfolio, and loan administration; monitor loan performance and service of assigned accounts. Service assigned accounts with the objective of providing efficient customer service and maximize the return on troubled assets through proactive servicing, follow up, and timely coordination with other divisions and portfolio groups. Ensure a high degree of credit administration by developing and implementing sales/servicing plans and coordinating actions with credit analysts and financial specialists. Communicate with other teams and portfolio groups and ensure timely transfers between divisions and portfolio teams to meet customer service needs and organization objectives. Participate in assigned industry teams or industry task forces as needed. Advance industry knowledge and expertise of assigned industry teams, assist teams with detailed industry studies and assist with the organization of industry specific customer educational events. Represent and communicate the values, purpose and mission of the organization to employees, customers, the public and other target audiences, by joining or actively supporting appropriate forest products trade organizations, civic groups and actively participating in sponsored events and programs throughout AgWest's territory and throughout the United States. This role normally receives limited instruction on day-to-day work and receives general instructions on new assignments. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Minimum Requirements Bachelor's degree in business, finance, accounting, economics, or ag-related field, or an equivalent experience combination of education and experience. Generally, requires at least seven years' lending, credit, or related experience to successfully perform this role. Thorough knowledge of credit classifications, sound loan administration practices, applicable credit laws and regulations and procedures, including legal terminology. Ability to market, sell and effectively negotiate terms on organization products, including loan programs, interest rate programs and financially related services, both verbally and in writing. Advanced analytical skills and the ability to perform complex credit analysis and draw appropriate risk and lending conclusions. Ability to inspect customer's facilities and timberland to evaluate credit factors, complete farm visits and/or complete collateral valuations. Ability to understand and interpret complex financial statements and credit documents. Preferred Requirements Knowledge of regional forest products practices, processing operation, appraisal techniques and principles. Knowledge of Farm Credit policies and procedures, eligibility requirements and products. Knowledge of bankruptcy law and collection procedures. Benefits Offered by AgWest Medical, dental, and vision insurance Basic term life and AD&D insurance (fully paid for by the company) Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer 401(k) plan (6% match plus 3% employer contribution) Employee Assistance Program Wellness Program Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Details about insurance and retirement benefits are available at: ************************************************* #LI-Hybrid Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: **************************** AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ******************************** AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees. Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination. Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers. We're looking for: A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles. You are: * Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles. * Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance. * Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come. * Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team. You will: * Cultivate new business relationships and manage customer acquisition. * Coach and develop your team in portfolio management, data analysis, and business development. * Conduct regular meetings with your team to align on goals and strategy. * Provide industry-leading knowledge to help customers manage and grow their businesses. * Forecast opportunities and challenges based on understanding local area and customer operations. * Lead prospecting, growth, and portfolio development efforts. * Act as a trusted advisor through collaboration with internal stakeholders and external partners. * Ensure compliance with applicable laws and codes for the assigned geographic area. Who you will work with: Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service. Must Have's: * 5+ years of experience in customer-facing, sales, sales support roles. * 3+ years of people leadership experience * Experience in team management and building strong sales relationships * Passion for leading people, projects, and budgets * Ability and desire to frequently travel within your market to support our current and prospective customer base. * Familiarity with risk management principles and collections procedures * High level of accountability towards local goals and business targets. Nice to Have's: * Experience in the automotive, financial services, or related industries. * Basic understanding of financial statements * Proficiency in Google Workspace, Salesforce, Tableau * Familiarity with customer relationship management (CRM) tools What We Offer: * Competitive pay * Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) * Immediately vested 401K (US) or RRSP (Canada) with company match * Paid Vacation, Personal, and Sick Time * Paid maternity and paternity leave (US) * Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust Employee Assistance Program * Employer paid Leap into Service Day to volunteer * Tuition Reimbursement for eligible programs * Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization * Company culture of internal promotions, diverse career paths, and meaningful advancement Sound like a match? Apply Now - We can't wait to hear from you!

The Assistant Client Manager will partner with the Client Manager and acts as a liaison between Anesthesia Business Consultants and clients. * Acts as a contact for clients with billing questions or concerns. * Assists with reports and analysis of client statistics to discover problems or concerns for clients, as well as researches and works to resolve the issues. * Coordinates all documents and reports for physician monthly, quarterly or annual meetings * Follows through on all questions, requests or concerns communicated to them by clients in a timely manner. * Maintains a positive, businesslike relationship at all times. * Conducts necessary and timely investigations and follow-up, with insurance companies, on denied and/or rejected claims, and litigation accounts according to ABC guidelines. * Monitors and reports billing and collection trends, i.e.: rejected claims, under payments * Daily review of A/R pending reports * Initiate adjustments to accounts including referral to collections, write-offs, patient and insurance adjustments according to ABC collections guidelines. May contact collection agency directly. * Monitor non trust refund accounts for timeliness and funding with account tracking for periodic increases or decreases. * Assists with or conducts planning and scheduling of client meetings. Roles may include: * Prepare a client meeting re-cap report, and distribute to all appropriate parties. * Takes initiative and responsibility for problem solving and researching billing problems. * Brings issues and recommendations to the CSM regarding billing and collection issues. * Assist with pooled unit administration, including input of units, accuracy and running, checking and handling end of month compensation reports. * Responsible for analyzing and interpreting end of month and regular billing and collection reports. * Responsible for the timely and accurate distribution of reports to CSM. * Prepare and interpret special reports as requested for billing, managed care, collection, or practice analysis data, which may be reviewed by the Client Services Manager prior to distribution, along with all email communications to clients. * As needed, works with members of the billing and collections personnel and members of management to ensure appropriate handling of client billing and collections. * Set-up new and close-out old clients * Initiate and support clients lock box and percent of billing transitions (tier to a contingency fee) * Review UCR annual client fees: flat fees, caps, OB, plastic and package rates * Partners with corporate finance and accounting department to reconcile client billing fee true-up invoice of fees. * Coordinates with the Compliance Manager to deliver and receive compliance plan information and documents including: Annual compliance education, meeting minutes and compliance audits * Monitors practice analysis to assure continuity and timeliness of billing/payments. Provides timely answers to staff on client information needed for billing/payment processing. * Assists in contracting/credentialing by facilitating client response and tracking timeliness of open credentialing items.

What We Need Corpay is currently looking to hire a Supplier Relationship Manager within our Corpay Payables division. This position falls under our Corporate Payments line of business and is located in Brentwood, TN. In this role, you will be responsible for developing and managing strategic supplier relationships to drive payment acceptance, retention, monetization, and growth across Corpay's payment products. You will report directly to VP and regularly collaborate with Relationship Management, Account Management, Product, Risk, Payment Operations, and Implementation teams. How We Work As a Supplier Relationship Manager, Corpay will set you up for success by providing: Assigned workspace in remote office Company-issued equipment Formal, hands-on training Role Responsibilities The responsibilities of the role will include: Nurturing, owning, and deepening supplier relationships while serving as a primary liaison between suppliers, clients, and internal teams Building and maintaining professional relationships through consistent networking with customer suppliers Establishing and managing relationships with supplier stakeholders at all levels, including executive and C-level contacts Understanding supplier business workflows and identifying payment-related pain points Performing supplier audits and actively reviewing supplier monetization performance Reinforcing Corpay's value proposition while partnering on creative value-based payment solutions Retaining supplier monetization while identifying and securing cross-sell and up-sell opportunities Analyzing financial performance including interchange rates, rebate structures, and revenue impact Developing and monitoring supplier financial health through renewal planning, pricing strategies, contract negotiations, and profitability analysis Conducting supplier segmentation analysis based on risk, monetization, and strategic value Increasing transaction monetization through proactive supplier engagement initiatives Addressing card retention challenges by developing playbooks for downgrades and high-risk suppliers Improving customer and supplier satisfaction by reducing vendor outreach and payment friction Partnering with Relationship Management teams to drive supplier acceptance strategies Co-developing fraud mitigation messaging to position Corpay as a trusted, value-added partner Leveraging fraud prevention outcomes as valued drivers for supplier and client engagement Monitoring payment flows while identifying friction points and recommending operational or product improvements Coordinating cross-functional efforts to ensure superior service delivery and issue resolution Maintaining industry expertise across FinTech, payments, and supplier ecosystems Preparing for and leading supplier business reviews, sharing best practices and industry insights Building and maintaining collaborative relationships across internal and external stakeholders Qualifications & Skills Minimum 5 years of relevant experience Bachelor's degree preferred or equivalent experience Proven experience in supplier relationship management, vendor management, payments, or FinTech Strong understanding of corporate payments, virtual cards, purchasing cards, or A/P automation Demonstrated financial acumen with experience analyzing revenue, interchange, and profitability Experience negotiating contracts and managing renewals Ability to engage and influence stakeholders at all organizational levels, including executives Strong communication, presentation, and relationship-building skills Benefits & Perks Medical, Dental & Vision benefits available the 1st month after hire Automatic enrollment into our 401k plan (subject to eligibility requirements) Virtual fitness classes offered company-wide Robust PTO offerings include major holidays, vacation, sick, personal, & volunteer time Employee discounts with major providers (i.e. wireless, gym, car rental, etc.) Philanthropic support with both local and national organizations Fun culture with company-wide contests and prizes Equal Opportunity/Affirmative Action Employer Corpay is an Equal Opportunity Employer. Corpay provides equal employment opportunities to all qualified applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department. Pay Transparency This salary range is provided for locations which require such disclosure. Where a position or applicant may fall into a particular wage range depends on a number of factors including but not limited to skill sets, experience training licenses and certifications (if applicable), and other business and organizational needs. The disclosed range has not been adjusted for the applicable geographic markets. At Corpay it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions depend on the facts and circumstances of each case. The estimate of the minimum and maximum salary range is $80,000-$83,000 plus uncapped commissions. For more information about our commitment to equal employment opportunity and pay transparency, please click the following links: EEOC and Pay Transparency. #LI-CH1

JobID: 210684000 JobSchedule: Full time JobShift: Base Pay/Salary: Portland, OR: $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities * Develop new and manage existing client relationships, providing exceptional service that exceeds expectations * Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations * Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads * Develop strong internal partnerships across all lines of business in order to best meet client's specific needs * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills * A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence * Proven trusted relationship builder with a track record of delivering an exceptional client experience * Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients * Demonstrated understanding of investments, wealth planning, credit and banking concepts * Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills * A bachelor's degree * Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

This is the general application for Customer Success roles at Brandlive. If there's a future opening that might be a fit, we look forward to being in touch! Please note that this mailbox is not monitored and applications will not be followed up with unless there is a fit for a potential role. Who We Are Brandlive helps the world's top brands increase their impact and connect with their most important audiences by creating video-led webinar & event experiences. Our customizable platform and in-house creative & production teams make it easy for enterprise organizations to influence, educate, and inspire global audiences at scale. Why Work Here Just as our work supports and amplifies every organization's potential, we take every day as a chance to push our own performance, improve and get better. We are a fast-growing team full of opportunity and talented teammates. And it's not just because we eat Tacos on Tuesdays or work half days on Fridays. It's our people. It's our leadership. It's our inner desire to #turnitup each and every day. Don't believe us? Take a look at a few of the ways Brandlive takes care of it's people: Take what you need PTO Fully funded health insurance options Short Term Disability and Life Insurance plans Virtual-First Work Philosophy Competitive Pay + 401k Gender-Neutral Parental Leave up to 16 weeks Health & Wellness Resources including paid coaching & counseling And much more! Brandlive Inc. is an equal opportunity employer dedicated to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other characteristic or status protected by law. Brandlive will conduct a background check on final candidates following a formal offer of employment as a condition of employment. We will consider qualified applicants with arrest and conviction records consistent with applicable law.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation's goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. * Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. * Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. * Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. * Interviews applicants for commercial banking services, both credit and non-credit services. * Discusses client needs, problems or complaints with client relationship stakeholders. * Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. * Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. * Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. * Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. * Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. * Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. * Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. * Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. * In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution's lending activities. * Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). * Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities * Bachelor's degree or equivalent in Finance, General Business or Accounting - desirable * 2 - 3 years related job experience; * Prior credit experience within a banking environment is desirable; * Understanding of collateral requirements with general exposure to documentation * Knowledge of credit investigations * Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. * General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. * Sound reasoning and judgement skills * Exceptional interpersonal and rapport building skills * Highly Organized * Attention to Detail * Knowledge Retention Physical and Mental Requirements: * General office environment * May be necessary to work extended hours * Periodic travel required * Ability to perform repetitive finger, hand, and arm movements * Ability to lift up to 20lbs. * Ability to sit or stand for extended periods of time * Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values - We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: * Eligible to participate in annual incentive plan. * We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. * Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. * Wellness Dollars up to $500 per year. * Weekend Wellness Hours, 4 per quarter. * Paid Birthday and Anniversary Holiday * 11 paid Holidays per Year * Sick Leave Time - Earn up to 8 days each Year * Vacation - 22 days each year (first year adjusted based on hire) * Vacation Purchase Plan * Tuition Reimbursement * Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Small Business Banking Relationship Management Manager (LO) in Consumer & Small Business Banking providing coverage for Small Business. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Manage and develop a team of business bankers with a focus on customer relationship development, customer experience, and risk management + Promote the growth of the business by implementing strategies to increase revenue by onboarding new customers, deepening the relationship with existing customers, and retaining existing credit or deposit balances + Identify and recommend opportunities for process improvement and risk control development + Make decisions and resolve issues regarding resources, objectives, and operations of team to meet business objectives + Collaborate and consult with peers, colleagues, and multiple level managers + Collaborate with other managers and department leadership in hiring, training, or development and evaluation of individuals' performance + Manage allocation of people and financial resources for Small Business Banking Relationship Management + Mentor and guide talent development of direct reports and assist in hiring talent + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of leadership experience **Desired Qualifications:** + 2+ years of supervisory or management experience + Proven collaboration skills across various levels of the organization + Proven leadership, collaboration, team building, and partnership skills + Strong analytical and critical thinking skills combined with strategic business focus + Demonstrated effective verbal, written and interpersonal communications skills with the ability to present information in order to create understanding and influence decisions. + Proven leadership ability to drive successful execution of business imperatives; ability to plan, prioritize and set goals. **Job Expectations:** + Position will be responsible for visiting business banking employees, customers, and prospects within an assigned market/geography. + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Please note: Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $224,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 23 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-482994

MaxBP is the pioneer of Fast Training, creating baseball and softball tools that optimize both the quality and quantity of repetitions for rapid athlete improvement. Professional teams, college programs, and serious athletes at all levels use MaxBP to transform practice efficiency, get more productive reps, and accelerate player development. Using specially designed small training balls and portable pitching machines, MaxBP provides game-speed training that can be done anywhere, anytime, allowing players to develop faster than their competition. Athletes, coaches, and parents can learn more about MaxBP training solutions at ************** Role Description On-Site Only - Portland, OR (5835 NE 122nd Ave, near PDX Airport) Full-time | Monday-Friday | 8+ hours/day This is a full-time, on-site position located in Portland, OR. As a National Sales Manager at MaxBP, you will oversee sales operations across the country, driving revenue growth, managing client relationships, and identifying opportunities for business expansion. Your daily tasks will include leading a sales team, conducting strategic business planning, managing accounts, setting and tracking sales goals, and ensuring adherence to budgets. You will play a key role in growing MaxBP's presence in the sports training industry. Qualifications Strong skills in business planning and budgeting, with the ability to develop and implement effective strategies. Proven experience in sales and account management, with a track record of achieving or exceeding revenue targets. Demonstrated expertise in team management, including coaching, mentoring, and motivating sales teams to achieve organizational goals. Excellent communication, negotiation, and interpersonal skills. Bachelor's degree in Business, Marketing, or a related field is preferred. Ability to analyze market trends and adapt strategies accordingly. Experience in the sports, training, or equipment industry is a plus. Compensation & Benefits Salary + Bonus Salary 3 weeks PTO (beginning month 4) Paid Day Off on Your Birthday (starting in year 2) 8 Paid Holidays (2026) 401(k) (eligible month 4) Health, Dental, Vision Insurance (after 90 days) Laptop, Phone & Office Equipment Provided as Needed Ready to Join a Winning Team? This is your opportunity to work for one of the fastest-growing sports companies in the country - in a role where your hustle directly drives growth. If you're ready to take ownership of your results and make a meaningful impact, we want to hear from you. Apply now - and while you're at it, let us know which customer review on our site stood out most to you. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Portland, OR: $150,000.00 - $150,000.00 / year

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

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

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation's goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. * Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. * Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. * Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. * Interviews applicants for commercial banking services, both credit and non-credit services. * Discusses client needs, problems or complaints with client relationship stakeholders. * Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. * Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. * Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. * Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. * Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. * Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. * Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. * Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. * In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution's lending activities. * Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). * Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities * Bachelor's degree or equivalent in Finance, General Business or Accounting - desirable * 2 - 3 years related job experience; * Prior credit experience within a banking environment is desirable; * Understanding of collateral requirements with general exposure to documentation * Knowledge of credit investigations * Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. * General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. * Sound reasoning and judgement skills * Exceptional interpersonal and rapport building skills * Highly Organized * Attention to Detail * Knowledge Retention Physical and Mental Requirements: * General office environment * May be necessary to work extended hours * Periodic travel required * Ability to perform repetitive finger, hand, and arm movements * Ability to lift up to 20lbs. * Ability to sit or stand for extended periods of time * Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values - We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: * Eligible to participate in annual incentive plan. * We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. * Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. * Wellness Dollars up to $500 per year. * Weekend Wellness Hours, 4 per quarter. * Paid Birthday and Anniversary Holiday * 11 paid Holidays per Year * Sick Leave Time - Earn up to 8 days each Year * Vacation - 22 days each year (first year adjusted based on hire) * Vacation Purchase Plan * Tuition Reimbursement * Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40