Relationship manager jobs in Ramapo, NY

Do you have a passion for bubble tea and business growth? Are you a driven leader who thrives on taking challenges and achieving more? If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact. Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey! Position Description： Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region. Duties and Responsibilities： Traveling regularly to store locations and providing on-site support is required. Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations. Measuring performance metrics and advising on continuous improvements. Supervising and evaluating the performance of store managers and teams. Training, coaching, and when necessary, disciplining staff to maintain company standards. Enforcing brand and training standards uniformly across all stores. Leading local sales and marketing efforts, while contributing to company-wide growth strategies. Qualifications： 5+ years of experience as a Regional Manager in the QSR or food service industry. Proven ability to lead and manage multi-unit operations. Strong leadership, interpersonal, and organizational skills. Experience in frontline support and customer service excellence. Ability to multitask and perform under pressure in a fast-paced environment. Valid driver's license and willingness to travel (100% travel required). Availability to work 6 days a week, including weekends and holidays Ability to perform all frontline store duties when needed. Excellent communication skills (written and verbal) in English. Multilingual proficiency in Chinese or Spanish, is a strong asset. Perks and Benefits: Paid Time Off Advancement Opportunities Ongoing Training & Career Development Discounted Drinks Competitive Salary Company Events Other Benefits Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community. Job Type: Full-time Salary: $95,000-$110,000 Benefits: Dental insurance Employee discount Health insurance

Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work location: Rye Brook, NY Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications. Role Summary: Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products. Key Skills: Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client. Communication - strong verbal and written skills Multi-tasking - staying on top of multiple priorities with varying deadlines. Process orientation - being able to adhere to the bank's policies and processes for task completion. Being proactive - taking initiative and responsibility to resolve client problems under limited supervision. Technology Strengths: Microsoft Outlook: primary communication method for internal and external clients Microsoft Word: drafting customer correspondence or memos Microsoft Excel: creating or updating client statements. Salesforce and nCino knowledge are a plus. Must-Haves: At least 6 years banking experience - preferably in a business/commercial banking or private client setting A “can-do” attitude The desire to learn and grow in a fast-moving organization. The ability to occasionally travel to different work locations and client locations. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Hours: 40 Pay Details: $160,160 - $240,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Tom Sweeney is retiring on January 2, 2026. Tom's portfolio consists of 33 credit and 49 deposit-only relationships. There is a total of 81 commitments. The overall commitments for the portfolio are $186MM. Loan spot balance as of 9/30/25 is $150MM. Total TMS fees YTD are $654M. Depth & Scope: Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get results Develops new business with prospects that have the largest and most complex credit needs in assigned portfolio segment Defines new approaches to sell and deliver solutions Anticipates emerging customer trends as a basis for recommending products and services and expanding the business Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment Oversees the management and activities of large accounts and related servicing teams Manages the most strategic relationships that are characterized by significantly complex products and services provided and/or takes a significant business development focus Solves unique problems with broad impact on the business segment and financials Develops and implements new and innovative approaches to the sales process, including negotiation of terms and approaches to account management - provides expert advice internally and externally Impacts a range of sales achievement for largest accounts and relationships and a significant part of one or more business lines Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program Identifies and leads problem resolution for project/program complex requirements related issues at all levels Education & Experience: Undergraduate degree 10+ years relevant experience In-depth understanding of commercial industry, business development techniques and credit decisions Proven business development track record, with proven ability to conceptualize and implement effective new business strategies Extensive network of outside referral sources for new business Excellent credit and financial analysis skills Effective negotiation skills Customer Accountabilities: Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval Leads all aspects of relationship management for an assigned portfolio /segment and/or geography Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth Plans and executes business development activities, review and communicate results, and adjust tactics accordingly Promotes and offers full suite of products, sales, services and banking capabilities Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations Identifies, suggests and actively participates in process improvement opportunities Actively manages relationships within and across various business lines/ corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations Ensures necessary due diligence to support the accuracy of all customer transactions / activities Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment. 3 days per week in the office (New York City & Florham Park, NJ). OVERVIEW: The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. RESPONSIBILITIES: Portfolio Management and Investments. Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. Relationship Management and Client Service. Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a ‘leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm. Business Development. Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree required. A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. PREFERRED QUALIFICATIONS: Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. Proven ability to work with private clients in a collaborative team-based environment. Strong knowledge of and interest in the Capital Markets. Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Salary Range: $125,000 - $275,000 Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. Position Summary The Branch Relationship Manager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch. This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors this position is eligible for incentive pay based on achievement of company and/or individual goals. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Primary Responsibilities Manages Business Development, Customer Experience, Operational and Sales Activities Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s) Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market. Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling. Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture. Manages and enhances client relationships through coaching and mentoring staff. Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation. Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs. Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met. Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles. Communicates, reinforces, and monitors team behavioral standards. Ensures follow-up activities are employed to maximize closing business. Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners Maximize customer satisfaction by delivering “5 Star Customer Service”. Represent the bank through active involvement in a local community organization. Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars. Engage customers to deepen relationships, gauge customer satisfaction. Have expert understanding of Bank's consumer and business products and services. Understand and listen to our customers and deliver appropriate consumer and business solutions. Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency Oversees the overall operational effectiveness of the branch. Has expert knowledge of Bank's policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same. Supervises all related training, Human Resource and Employee Relation issues. Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements. Opens accounts in a platform environment. Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements. Oversees that the staff ensures the branch is opened and closed in compliance with procedures. Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions. Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy. Provide factual and well documented employee performance appraisals. Strong knowledge and understanding of Human Resource policies as put forth by the Bank. Ability to perform all duties for all positions within the branch as necessary. Assist in other areas of the bank/branch as assigned. Position Requirements High school diploma or equivalent required. College degree preferred 5 years of retail banking experience required Extensive knowledge of retail banking regulations and retail branch operations Demonstrates effective sales/service behaviors Must be mobile to meet the needs of the business, working flexible hours in various branch locations May be required to work extended hours, including weekends Strong leadership skills Ability to speak to others with poise and confidence Ability explain procedures, both written and verbal All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.

Relationship Manager Direct Hire Industry: Roofing/Construction Pay Rate: $50,000 + Commission ($25-$60k Anticipated) Overview: Our client, a prominent roofing services provider, is looking for a Relationship Manager for a full time position based out of East Hanover, New Jersey. Our client offers a unique opportunity for Relationship Managers to earn a substantial income through base salary and an aggressive commission structure, with current managers averaging between $110,000 - $150,000 annually. This role is ideal for self-motivated, competitive individuals ready to leverage their sales skills in a consultative role, making a tangible impact on clients businesses and their own financial success. Responsibilities Identify and secure new business opportunities with commercial real estate owners and managers, while maintaining and enhancing relationships with existing clients. Employ a consultative sales approach to understand client needs and offer tailored solutions for their roofing challenges, ensuring services exceed standard offerings in the market. Account Growth: Focus on turning new clients into repeat customers through strategic account management and by fostering trust, utilizing our tools and methodologies to assist clients in budgeting and planning for roof repairs and maintenance. Collaboration and Teamwork: Work closely with Service Technician teams to ensure service delivery aligns with client expectations, upholding our core values of pride in work, exceeding standards, mutual respect, and care in every interaction. Sales Strategy Implementation: Apply proven sales methodology to create and capitalize on sales opportunities, ensuring a deep understanding of the roofing industry's challenges and solutions. Meet and exceed sales targets, with the potential to earn significant commission on top of a base salary, by leveraging traditional sales skills and a competitive, energetic approach to client engagement. Requirements: - Minimum of 3 Years of B2B Sales Experience. - Valid Drivers License. - Basic Computer and Math Skills. - Comfort with Climbing Ladders. - Capability to lift 50 lbs. Preferred: - Construction/Roofing Experience. - 5+ Years of B2B Sales Experience. Compensation: - $50K Base Salary plus uncapped commission (anticipated $25K-$60K). - Paid Vacation. - Medical Benefits. - Company Vehicle, Cell Phone, and Computer provided.

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

If you are looking for a fast-paced, dynamic environment, where learning and innovative thinking occurs daily, this is where you want to be. As an Events Relationship Manager in Early Careers, you will partner with recruiters to execute on event strategy in conjunction with recruiting leadership, engage with internal and external partners to identify the best event set-up. You will manage end-to-end planning, logistics and execution across virtual and in-person events and large conferences. The Relationship Manager will also be the direct manager for several Events Specialist. Job Responsibilities Partner with the recruiting and sourcing functions to execute on event strategy set in conjunction with senior leadership. Engage with internal and external partners to identify the best event model for the population at hand. Manage a team of Events Specialists. Act as a conduit between the Early Careers function and external vendors (such as hotels, conference centers, etc.), ensuring agreements are executed timely, with a cost-conscience lens, and overall, in the best interest of the firm. Own end-to-end planning, logistics and execution across multiple events and large conferences. Create and update a project plan to ensure all aspects of event preparation are covered; track against key deliverables. Book rooms/AV services, order catering, marketing materials, use events system for invites/RSVPs. Plan and execute summer program events (week one orientation, networking events, senior speaker series, etc.) in multiple locations. Manage candidate travel and expense reimbursement; answer ad-hoc questions. The Relationship Manager will be expected to travel as needed to events throughout the U.S. Create and submit expense reports; centrally track all expenses. Manage upfront logistics for virtual events; host virtual info sessions and interviews on zoom on a regular basis. Manage candidates in the applicant tracking system for all covered events, including real-time status updates and accurate completion of data. Create resume bundles, build interview schedules, print materials, create folders and day-of materials. Complete additional projects and/or tasks to ensure the team can deliver results as needed. Required Qualifications, Capabilities, and Skills Management experience required Project and or/event management experience; Strong organizational skills, follow-through and results orientation; ability to manage time, prioritize and escalate appropriately. Operates with a sense of urgency, strong attention to detail and focus on accuracy and data integrity; ability to multi-task across tactical and strategic initiatives. High degree of flexibility and adaptability in work style and communication style; high degree of initiative and desire to work in a fast-paced, dynamic environment. Strong verbal and written communication skills across audience levels Strong focus on operational excellence, ability to manage end to end processes seamlessly. Team player combined with motivation to work individually. Ability to create a positive experience for both internal and external constituents and ability to handle Human Resources (HR) information and data both confidentially and sensitively. Proficiency in using Zoom for virtual meetings, including scheduling, hosting, and participating in video conferences. Preferred Qualifications, Capabilities, and Skills Track record of being a positive contributor in a large team environment. Ability to build relationships with internal stakeholders, applicants and prospects. Proficient in Microsoft Word, Excel, PowerPoint, Outlook. HR experience preferred.

When you join Kyocera Document Solutions America, Inc. you are joining an organization that is deeply rooted in the Philosophy of “doing what is right as a human being.” Through this Philosophy, our employees are passionate about providing best in class customer service through efficiency, accountability, and a sense of urgency all while putting knowledge to work to drive change. In addition, we're a Great Place to Work… and we really mean it! Kyocera Document Solutions America, Inc. was officially certified a Great Place to Work since 2022. An organization earns this distinction when its employees have expressed their trust in the people they work for, have pride in what they do and enjoy the people they work with. We are seeking a highly organized and proactive Client Manager to lead and oversee the execution of large-scale, multi-state machine installation projects. This individual will be responsible for end-to-end project management, coordination of third-party vendors, and maintaining clear, professional communication with our customers throughout the implementation lifecycle. The chance to do something meaningful, to challenge yourself, to be a part of change in an industry, to influence change doesn't come around every day. Responsibilities + Create large scale implementation plans for multi-vendor engagements. + Lead the planning, scheduling, and execution of machine implementation projects across multiple states, ensuring timely delivery. + Source, and manage third-party vendors responsible for installation, transportation, and on-site services. Ensure vendor compliance with project timelines, and contractual obligations. + Serve as the primary point of contact for customers throughout the project. Provide regular updates, manage expectations, and resolve issues quickly and professionally. + Collaborate closely with internal teams (ICT, sales, logistics, and service) to ensure all technical and operational requirements are met. + Maintain accurate records of project progress, vendor agreements, site readiness, and customer feedback. Provide regular status reports to internal stakeholders. + Coordinate with the Customer Operations Manager to track, monitor, and report implementation progress. + Serve as the primary point of contact for installations, internal teams, and clients during the implementation phase. + Troubleshoot order issues, account discrepancies, and service setup concerns in a timely and professional manner. Qualifications Required: + 5 years' experience within the office product industry + 2+ years in customer service, project management, account management, or a similar client-facing role. + Demonstrated strong problem-solving skills through effective analysis and resolution of complex issues. + Highly proficient in communication both verbally and written. + Proficiency in MS office and strong general computer skills. + Excellent organizational time management skills + Strong attention to detail and commitment to accuracy + Proven ability to work independently with minimal supervision while maintaining high-quality results. Preferred: + Bachelor's degree in business administration or related field + PMP Certification The typical pay range for this role is $81,000 -$119,000. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors. This position may include a discretionary bonus based on performance. Note This is a general description of the duties and responsibilities most frequently required of this position. The company may from time-to-time request that the incumbent perform other related tasks and assume reasonable responsibilities that have not been specifically included in this description. Kyocera Document Solutions America, Inc is a group company of Kyocera Document Solutions Inc., a global leading provider of total document solutions based in Osaka, Japan. The company's portfolio includes reliable and eco-friendly MFPs and printers, as well as business applications and consultative services which enable customers to optimize and manage their document workflow, reaching new heights of efficiency. With professional expertise and a culture of empathetic partnership, the objective of the company is to help organizations put knowledge to work to drive change. Kyocera is looking for enthusiastic and innovative people to help our customers run their businesses more efficiently and more profitably. We offer a generous benefits package including medical, dental and vision plans, a 401k match, flexible spending, disability and life insurance, plus paid time off and holidays. KYOCERA Document Solutions America, Inc. is an Equal Opportunity Employer, a VEVRRA Federal Contractor, and complies with all applicable federal, state, and local laws regarding nondiscrimination. Kyocera provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or protected veteran status. Qualified minorities, women, protected veterans, and/or individuals with disabilities are encouraged to apply.

ADP is hiring a Client Experience (CX) Manager - Salesforce / Client Journey Modernization (CJM). The successful CX Manager is a detective at heart, obsessed with identifying and understanding opportunities. They leverage their understanding of the business units and opportunities from our clients to drive improvements in our internal sales, implementation, and service tools. They are able to understand the perspective of many while putting the puzzle pieces of a problem together. The successful CX Manager brings data-driven client perspective, gathered across business units and product lines, with direction from the Director CX. They partner with the Business Architect team to align opportunities to use cases within our client journey modernization (Salesforce) initiative, ensuring our internal tools empower our associates to meet clients' needs. They are comfortable challenging the status quo to improve our client experience. Day to day, they are adept at designing and leading strategic research projects, leveraging a variety of research and analysis methodologies for analysis, and synthesizing complex concepts for stakeholders. The CX Manager should work creatively to not only identify our biggest obstacles, pain points, and frictions, but also to help recommend and implement positive change. This role is uniquely positioned to leverage insights from our clients and associates to drive solution design of ADP's CRM, Salesforce/The Zone. Experience with Salesforce CRM and/or Experience Cloud is a benefit. KEY RESPONSIBILITIES: Design and execute qualitative research deep dives into the functional client experience in order to identify deeper root cause, ultimately leading to the presentation and support of recommendations for service tools (i.e. Salesforce) Partner with Salesforce Business Architects and Solution Architects to match client opportunities to CRM functionality Partner with data & predictive analytics teams, using research findings, to pinpoint specific improvement opportunities and use cases Support the monitoring of value and experience realization for rollouts Conduct primary research with clients and associates leveraging a variety of methodologies (including IDIs, TDIs, ethnography, surveys, etc.) to provide insights to the broader organization that will drive process and behavior changes Provide recommendations for service, digital, and operational experiences Build strong partnerships and influence across cross-functional teams, including product, development, user experience, and business unit groups Present insights and recommendations regularly to senior leadership Consult with departments across the enterprise to ensure the successful implementation, execution, and adoption of recommendations Perform other duties as needed QUALIFICATIONS REQUIRED: Minimum of 4-5 years of experience in a research, customer/client centric or customer/client advocacy roles. Strong qualitative and ethnographic research skills -- both in execution and design. Ability to both design strategic research projects and help execute recommendations. Creative problem solving Cross Functional Collaboration Strong quantitative and analytical skills. Strong facilitation skills. Broad business perspective and understanding. Excellent Communication Skills - verbal & written.

ADP is hiring a Client Experience (CX) Manager - Salesforce / Client Journey Modernization (CJM). The successful CX Manager is a detective at heart, obsessed with identifying and understanding opportunities. They leverage their understanding of the business units and opportunities from our clients to drive improvements in our internal sales, implementation, and service tools. They are able to understand the perspective of many while putting the puzzle pieces of a problem together. The successful CX Manager brings data-driven client perspective, gathered across business units and product lines, with direction from the Director CX. They partner with the Business Architect team to align opportunities to use cases within our client journey modernization (Salesforce) initiative, ensuring our internal tools empower our associates to meet clients' needs. They are comfortable challenging the status quo to improve our client experience. Day to day, they are adept at designing and leading strategic research projects, leveraging a variety of research and analysis methodologies for analysis, and synthesizing complex concepts for stakeholders. The CX Manager should work creatively to not only identify our biggest obstacles, pain points, and frictions, but also to help recommend and implement positive change. This role is uniquely positioned to leverage insights from our clients and associates to drive solution design of ADP's CRM, Salesforce/The Zone. Experience with Salesforce CRM and/or Experience Cloud is a benefit. KEY RESPONSIBILITIES: Design and execute qualitative research deep dives into the functional client experience in order to identify deeper root cause, ultimately leading to the presentation and support of recommendations for service tools (i.e. Salesforce) Partner with Salesforce Business Architects and Solution Architects to match client opportunities to CRM functionality Partner with data & predictive analytics teams, using research findings, to pinpoint specific improvement opportunities and use cases Support the monitoring of value and experience realization for rollouts Conduct primary research with clients and associates leveraging a variety of methodologies (including IDIs, TDIs, ethnography, surveys, etc.) to provide insights to the broader organization that will drive process and behavior changes Provide recommendations for service, digital, and operational experiences Build strong partnerships and influence across cross-functional teams, including product, development, user experience, and business unit groups Present insights and recommendations regularly to senior leadership Consult with departments across the enterprise to ensure the successful implementation, execution, and adoption of recommendations Perform other duties as needed QUALIFICATIONS REQUIRED: Minimum of 4-5 years of experience in a research, customer/client centric or customer/client advocacy roles. Strong qualitative and ethnographic research skills -- both in execution and design. Ability to both design strategic research projects and help execute recommendations. Creative problem solving Cross Functional Collaboration Strong quantitative and analytical skills. Strong facilitation skills. Broad business perspective and understanding. Excellent Communication Skills - verbal & written.

**Client Relationship Manager-Banking & Financial Services** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. **Key Responsibilities** · Build trusted relationships with client stakeholders · Understand the client environment, issues, and priorities · Work with clients to define their problems and co-create solutions · Drive RFPs / proactive bids with regards to renewals, extensions, and expansion · Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions · Serve as the day-to-day point of contact for the clients · Responsible for backlog growth including renewals and extensions of current engagements · Lead the onsite project teams and ensure they understand the client environment **Required Experience** · Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical. · Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account · Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite · Ability to interface at all levels of an organization · Excellent oral and written communication skills and executive presentation and persuasion skills are required · Bachelor's degree **Preferred Experience** · MS or MBA degree · Strong background in a project environment and application development in the BFS vertical. · Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment · Must be detail oriented and able to manage and maintain all facets of complex assignments. · Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications · Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation** : The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan **Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization **Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.** Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2025-12-31Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

EILEEN FISHER creates simple, sustainable, timeless clothes designed to work together as a system. We make our clothes with intention, supporting people to build their wardrobe meaningfully each season. And we make our clothes to last-and then take them back through our Renew team to be reworn and loved again, or through our Waste No More team, to be remade into entirely new felted designs. We believe in the fundamental potential of every person-our employees, our customers and those who make our clothes-and are committed to cultivating conditions that empower people. It's all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency. Values Statement: As a founder led Company, our values are deeply embedded in and shape our culture. Our values are a shared responsibility embodied in every position, and are intended to be woven into all that we do; how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability guides us to protect our limited natural resources, fight climate change, support human rights and social impact, and inspire the fashion industry to embrace circularity. We are authentic We thrive in connection We trust each other We innovate through creativity We are committed to the health of the whole We are united by purpose Position Summary: *This is a hybrid position based in Irvington, NY* We are seeking a dynamic and data-driven Senior Manager of CRM and Customer Insights to lead our customer relationship strategy and uncover deep consumer insights that fuel personalization, retention, and lifetime value across all channels. You will play a critical role in shaping the customer journey, driving loyalty, and maximizing the ROI of our CRM and data initiatives-leveraging the power of Salesforce Data Cloud & Loyalty Management to unify and activate customer data at scale. This role is ideal for someone with a strong blend of analytical skills, CRM lifecycle expertise, and a passion for using advanced data platforms to inform meaningful customer experiences in the fashion or retail space. Key Responsibilities CRM Strategy & Execution Own and evolve the company's multi-channel CRM strategy to drive acquisition, engagement, retention and reactivation. Partner with ecommerce, digital, and retail teams to make sure customers have a consistent, connected experience across all the touch points Optimize the CRM technology stack-including Salesforce Data Cloud and loyalty platform-to support business goals and enhance personalization. Partner with channel managers to identify customer segmentation needs and translate them into actionable segments using first party data for activation across online and offline marketing channels. Partner with store leaders and the retail operations team to deliver customer dashboards that support personalized clientele and in-store engagement strategies Customer Insights & Analytics Build a robust customer segmentation and profiling framework using behavioral, transactional, and demographic data within Salesforce Data Cloud. Leverage Data Cloud's real-time customer profiles and identity resolution to deepen understanding of consumer behavior and journey touchpoints. Collaborate with internal stakeholders (product, merchandising, creative) to apply actionable insights to decision-making. Design and oversee qualitative and quantitative research to uncover customer motivations and evolving needs. Loyalty Program Ownership Own and evolve EILEEN FISHER's loyalty program, ensuring it reflects our brand ethos while delivering measurable business impact. Design loyalty initiatives that reward meaningful engagement and deepen emotional connections with the brand. Analyze program performance (enrollment, engagement, redemption, ROI) and optimize based on insights and customer feedback. Collaborate with product, retail, and tech teams to deliver frictionless loyalty experiences across all touchpoints. Performance & Optimization Define, track, and analyze key CRM performance metrics - including LTV, CAC, churn, repeat rate, RFM, and campaign ROI - to measure and enhance customer engagement and profitability. Deliver actionable insights to the marketing and channel teams to improve and optimize performance across all touchpoints. Build and maintain comprehensive customer health dashboards that visualize key trends, segmentation performance, and engagement KPIs. Conduct deep-dive analyses of customer segments and campaign outcomes to identify growth opportunities and recommend targeted improvements. Leverage Salesforce Data Cloud analytics, A/B testing, and predictive modeling to continuously refine segmentation, personalization, and communication strategies. Present regular performance reports and executive dashboards to senior leadership, highlighting insights that drive strategic decision-making and business impact. Leadership & Collaboration Partner with IT, data engineering, and Salesforce teams to ensure data integrity, compliance, and accessibility across the Data Cloud ecosystem. Influence cross-functional teams to prioritize customer-centric strategies and leverage unified data for personalization and growth. Required Experience 5+ years of experience in CRM, customer marketing in omni channel, or customer analytics, preferably in apparel, fashion, or retail. Proven track record of developing and scaling CRM strategies with measurable impact on revenue and engagement. Strong experience with CRM platforms (e.g., Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake, Merkle, Iterable), CDPs and analytics tools (e.g., Tableau, Looker, PowerBI GA). Deep understanding of customer segmentation, LTV modeling, and marketing attribution. Strong analytical and quantitative skills; comfortable with SQL or other data query languages a plus. Experience with loyalty programs, retention campaigns, and lifecycle marketing best practices. Excellent communication, collaboration, and leadership skills. The salary range for this position is $125,000 - 145,000/year depending on relevant experience. EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. #EF123 #LI-JW1

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2025-12-31Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Business Relationship Manager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************

Assists the Retail Relationship Manager in the day-to-day operations of the Branch, manages the Kearny Bank Protocols along with the inside relationship building process. In partnership with the Retail Relationship Manager, responsible for the sales, service and operation of the branch. Manages, coaches and leads the branch team in achievement of all sales and service expectations as outlined by the branch goals and service standards. A natural leader who is committed to the training and development of the branch team, and extraordinary communicator and has the ability to report on client feedback and team performance. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Assists the Retail Relationship Manager in the development, expansion and management of consumer and business account relationships within a branch concentrating efforts in meeting client needs for financial products and services. Identify clients with additional profit potential and develop action plans to expand these relationships. Support the implementation of the Kearny Bank Client Experience. Deliver strategic insights to improve the client experience. Design and deliver weekly, monthly and quarterly Client Experience effectiveness reports. Lead, motivate, reward and develop the branch team. Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. Coach the sales process and each team member. Hold team accountable for sales objectives. Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. Assists Retail Relationship Manager in enforcing Bank Security Policies and Procedures. Conducts branch audits on a regular basis. A leader in assisting branch team with resolving operating and servicing issues while still delivering the Client Experience. Opens and closes accounts and solves daily client needs. Must be able to perform Universal Banker (I & II) duties including proving the main cash vault and ATM and Coin Machines. Process teller work and ensure all work is processed properly. Ensure compliance with all established policies and procedures. Serves as a role model for branch team, provides guidance on appearance and dress, as needed. Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications Bachelor's degree or comparable professional training is required. Minimum 5 years' experience in banking or a financial institution required of which at least 3 years has been in a supervisory position. Proven sales track record. Ability to meet/exceed client experience needs, identify client/project needs. Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. Ability to model Relationship Building Techniques and effectively cross-sell. Ability to resolve client questions and/or complaints. Ability to manage staff and resolve conflict. Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. Ability to answer questions effectively, build client relationships and build internal and external networks. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY: Supervises work of others, including planning, assigning and scheduling work, reviewing work and ensuring quality standards, training staff and overseeing their productivity. May offer recommendations for hiring, termination and pay adjustments, but does not have responsibility for making these decisions. COMPENSATION $26.44-$40.87/hr