Relationship manager jobs in Ramapo, NY - 1,207 jobs

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.

The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies. This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales. Job Responsibilities: • Negotiate contracts and close agreements to maximize profit. • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients. • Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements. • Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients. • Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas. • Ensure the timely and successful delivery of our solutions according to customer needs and objectives. • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. • Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status. • Other duties as required or assigned. • Assist with high-severity requests or issue escalations as needed. Proficiencies: • Strong organizational skills • Attention to detail • Possess friendly and positive disposition • Adaptable and able to work in a fast-paced environment. • Ability to manage multiple projects at a time • Display effective communication skills • Negotiation skills Requirements Supervisory Requirements: This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company. Education/Experience: • College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify. • Customer service experience, preferably in a retail, restaurant, or related environment. • Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment • To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge. Work Environment/Physical & Visual Demands: • This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand. • This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business. • Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance. • Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading. • Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

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: The Sr. Relationship Manager serves the needs of the community commercial banking business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: 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

Job Type: Salaried, Full Time 40 Hours Bank Hours: Monday, Tuesday, Wednesday 9a - 3p Thursday 9a - 5p Friday 9a - 5p Saturday 9a - 12p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Relationship Manager, you are responsible for: Provide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank's products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Responsibilities: Ensure service standards are continually achieved in areas of responsibility. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth. Lead, influence, and proactively work with other department partners to develop market areas. Effectively demonstrate knowledge of all bank products and services to identify and satisfy customer needs successfully. Interview loan applicants and process and close consumer, mortgage, and commercial loans under the direction of the Loan Officer. Exercise administrative control over budget, audit, policy, and procedure issues. Develop and promote Bank services and products. Open accounts, cross-sell products and services and make referrals when appropriate. Ensure that the Bank's security and loss prevention policies and procedures are carried out within the branch. Prepare and review performance evaluations and support employee performance objectives to develop staff to their fullest potential. Participate in Banking and civic organizations to promote the Bank's image and visibility within the community. Ensure a high level of customer service by branch staff. Responsible for branch and employee goal attainment, which supports corporate goals and objectives. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number. Compliance Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations. Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to: Bank Secrecy Act (BSA) Office of Foreign Assets Control (OFAC) USA Patriot Act All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet. Education and Qualifications: Three to Five years of retail banking with supervisory or management experience or some comparable combination of education and experience. A proven track record of high performance, including Small Business acquisition and cross-partner referrals. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion 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, disability status, or veteran status.

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.

Job DescriptionJoin MAX Surgical Specialty Management, an innovative leader in the healthcare industry, as we embark on an exhilarating journey of growth and expansion! We are seeking a motivated and dynamic individual to join our Operations Management Team as Relationship Manager. What You'll Do: We are seeking a motivated and dynamic individual to join our Operations Team as a Relationship Manager. The ideal candidate will have a strong passion for building and maintaining relationships with key Internal and External Stakeholders, driving patient volume, and helping drive the growth of our practice(s) through strategic outreach efforts. As the Relationship Manager, you will play a pivotal role in expanding our patient base and enhancing our practice's reputation within the community. The successful candidate will be able to: Referral Relationship Generation:-Assist to develop and execute a comprehensive strategy to establish and nurture referral relationships with dentists, physicians, medical professionals, and other relevant stakeholders.-Regularly communicate with potential referring partners to foster strong connections and ensure a consistent flow of patient referrals.-Identify opportunities to collaborate on seminars, workshops, and events that educate referring partners about our oral surgery services. Community Engagement:-Represent the Company at local community events including health fairs, and professional networking gatherings to increase visibility and create awareness about our services.-Establish partnerships with local organizations, schools, and businesses to promote our practice and create a positive impact on the community. Marketing and Outreach Strategies:-Collaborate with marketing team to create and implement targeted marketing campaigns that highlight our practice's expertise and value proposition.-Utilize social media, email marketing, and other digital platforms to engage with potential patients and referring partners. Tracking and Analysis:-Monitor and analyze the effectiveness of outreach initiatives, referral sources, and marketing campaigns, adjusting strategies as needed to optimize results.-Provide regular reports to the Operations & Practice Management team, outlining key performance metrics and growth trends to identify areas for improvement or expansion. Relationship Management:-Foster and maintain strong relationships with referring partners, addressing their needs, concerns, and feedback to ensure a positive and productive collaboration.-Function as a liaison between the oral surgery practice and referring partners, facilitating open communication, and streamlined patient referrals.-Maintaining a deep understanding of the industry and the company's products/services that best suit the client's needs. -Perform any and all other duties as assigned What You'll Bring: -Bachelor's degree in business, Marketing, Communications, or a related field.-Proven history of developing and managing successful referral relationships within the healthcare, medical, or other industry.-Previous experience in the healthcare field; Oral Surgery a plus.-Strong verbal and written communication skills are essential for conveying complex ideas and building rapport with clients. -Must have valid driver license, reliable transportation and willing to travel up to 80%. -Strong networking abilities and a natural aptitude for building and maintaining professional relationships.-Initiative-taking and purposeful with the ability to work independently and as part of a team.-Proficiency in utilizing digital marketing tools and platforms. Perks of the Job: -Highly competitive salaries & annual performance bonus and compensation reviews annually-Competitive health insurance and benefits, including medical, dental, vision, disability, and more -401k retirement savings plan that includes employer match -Generous Paid Time Off, sick leave, and paid holidays -Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region's first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons' independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at **************** MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Summary/objective The Commercial Relationship Manager is responsible for developing and maintaining long-lasting business relationships to drive sales growth in commercial markets. This role involves generating new business and maintaining existing relationships with commercial facility directors, property managers, general managers, C-suite decision-makers, and other industry leaders. Target industries include commercial real estate, hospitality, healthcare, education, municipal governments, and other large-scale commercial facilities. This position focuses on cultivating strong professional relationships with referral sources and trade partners by analyzing the market, identifying target clients, reaching decision-makers, and using a consultative sales approach to convert prospects into clients. Essential Duties and Responsibilities Develops and manages a portfolio of commercial accounts with a high propensity to engage our services during damage events or environmental disasters. Builds and maintains relationships with key decision-makers, including facility executives, property managers, and commercial clients. Oversees the entire sales cycle, from prospecting to closing and ensuring a seamless customer experience. Conducts in-person sales meetings using a consultative approach to understand client needs and offer tailored solutions. Schedules and manages appointments and client interactions effectively. Maintains clear and professional communication with internal and external stakeholders. Provides exceptional after-sales support to enhance customer satisfaction and loyalty. Achieves or exceeds monthly sales targets and performance goals. Prepares detailed sales activity and performance reports. Identifies new business development opportunities and strategies. Establishes and strengthens connections with potential clients, including insurance professionals, facility managers, real estate professionals, and other relevant contacts. Collaborates with project managers and operational teams to ensure excellent service delivery. Actively participates in industry trade organizations and networking events to promote company services. Delivers presentations to small and large groups as needed. Upholds company values and maintains a professional and positive attitude. Competencies Proficiency with computers, mobile platforms, and the MS Office suite (Word, Excel, PowerPoint) and Google Workspace. Excellent verbal and written communication skills. Strong interpersonal and customer service skills. Effective time management and organizational abilities. Strong analytical and problem-solving capabilities. Ability to manage multiple priorities in a fast-paced environment. Self-motivated and results-oriented. Job Requirements Bachelor's degree or equivalent experience. Minimum of 2 years of B2B sales experience, preferably in a service-oriented industry. At least 2 years of experience managing repair projects in the insurance and restoration industry. IICRC Certifications in Water, Fire, and Mold Restoration. Project Management certifications and/or training preferred. Experience developing and managing commercial accounts, particularly in industries such as real estate, healthcare, education, and hospitality. Strong marketing and customer service skills. Professional appearance and demeanor. Ability to work flexible hours, including occasional evenings and weekends. Willingness to travel outside the immediate operating area as needed. Must be able to pass a background check. Pay Structure Base pay plus commission, medical, dental, vision, Aflac, LTD, 401(k), company uniform, vehicle, cell and laptop to conduct business. ADRI is widely regarded as the expert firm to call - day or night - to halt and remediate environmental emergencies and to restore homes and other spaces to their pre-damage conditions. Our experts provide emergency recovery services for wind, fire, smoke and water damage, catastrophe response, contents restoration, environmental issues, mold remediation, healthcare and environmental services, flooding repair and construction services. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

ADP is hiring a Relationship Manager - Employee Benefits In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty, and retention. The nature of what you do every day will not change - your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert, providing trusted service and valued insights. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success! To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion. Ready to #MakeYourMark? Apply now! To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos What you'll do: Responsibilities What you can expect on a typical day: Relationship Management: You will serve as the client's primary contact, acting as a liaison, serving as an internal client advocate. Maintain a comprehensive understanding of your dedicated client's group health portfolio and other ADP services and coordinate communication among various business partners. Act as a liaison between clients and ADP, collaborating with other ADP partners including Product Management, Implementation, Payroll, Sales and more. Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business. Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience. Group Benefit Support & Administration: Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides. Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages. Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients. Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes. Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims. Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation. Client Retention: Maximize client retention by working with clients, carriers, and external ADP partners to resolve issues that may impact the client relationship. You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing). You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics. TO SUCCEED IN THIS ROLE: Requirements At least 2-3 years of related insurance experience Life & Health Insurance Producer License A college degree is great but not required. What's more important is having the skills to do the job.

Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager in Merchant Services, you will manage a strategic portfolio of large, complex retail clients with a mix of card present, in app, and web transactions; driving payments optimization strategies as well as overseeing their day-to-day support needs, increasing revenue through the cross-selling of products and services, establishing and maintaining strong relationships with key decision-makers, and providing consultancy to portfolio clients. Job responsibilities Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal. This includes negotiating contracts and sales activity needed to meet retention and sales goals. Manages the assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results. Provides thought leadership, proactive insights and consultation on payments optimization strategies to clients within the portfolio, and identifies opportunities for JPMorgan Payments collaboration to deliver the full value of the firm. Acts as transaction processing consultant for clients providing alternative processing solutions and options. Monitors and analyzes financial consequences of processing methods and works with clients to minimize their costs in this area. Identifies improvements to existing systems/products, and opportunities for new products and services. Sells value-added products or services to existing accounts. Develops and implements educational programs designed to improve client's transaction processing performance. Works with internal departments to ensure a high level of support for the client. Manages communications with lines of business partners to ensure a unified account management strategy with client base. Identifies and implements processes to reduce operating expense. Required qualifications, capabilities, and skills Minimum of 8 years of relationship management, sales or contract negotiation experience Demonstrated ability to think strategically, deliver tactically Ability to collaborate and influence across multiple stakeholder groups internally and at client Knowledge of payment processing industry, acquiring and/or merchant services Experience working with executives/C-suite in large, Fortune 500 companies Knowledge of computer software systems including word processing, spreadsheets and databases Strong communication skills, both verbal and written Strong time-management skills; ability to handle multiple tasks simultaneously, prioritize effectively, and meet dynamic deadlines Must be able to travel nationally up to 30% annually FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

This 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.

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.

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: **************************** AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ******************************** AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees. Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination. Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers. We're looking for: A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles. You are: * Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles. * Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance. * Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come. * Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team. You will: * Cultivate new business relationships and manage customer acquisition. * Coach and develop your team in portfolio management, data analysis, and business development. * Conduct regular meetings with your team to align on goals and strategy. * Provide industry-leading knowledge to help customers manage and grow their businesses. * Forecast opportunities and challenges based on understanding local area and customer operations. * Lead prospecting, growth, and portfolio development efforts. * Act as a trusted advisor through collaboration with internal stakeholders and external partners. * Ensure compliance with applicable laws and codes for the assigned geographic area. Who you will work with: Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service. Must Have's: * 5+ years of experience in customer-facing, sales, sales support roles. * 3+ years of people leadership experience * Experience in team management and building strong sales relationships * Passion for leading people, projects, and budgets * Ability and desire to frequently travel within your market to support our current and prospective customer base. * Familiarity with risk management principles and collections procedures * High level of accountability towards local goals and business targets. Nice to Have's: * Experience in the automotive, financial services, or related industries. * Basic understanding of financial statements * Proficiency in Google Workspace, Salesforce, Tableau * Familiarity with customer relationship management (CRM) tools What We Offer: * Competitive pay * Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) * Immediately vested 401K (US) or RRSP (Canada) with company match * Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US) * Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust Employee Assistance Program * Employer paid Leap into Service Day to volunteer * Tuition Reimbursement for eligible programs * Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization * Company culture of internal promotions, diverse career paths, and meaningful advancement Sound like a match? Apply Now - We can't wait to hear from you! Compensation Range of Annual Salary: $90,000.00 - $100,000.00 (Depending on experience, skill set, qualifications, and other relevant factors.) Bonus Range Target Bonus Range: $0.00 - $20,000.00

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: **************************** AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ******************************** AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees. Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination. Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers. We're looking for: A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles. You are: Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles. Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance. Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come. Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team. You will: Cultivate new business relationships and manage customer acquisition. Coach and develop your team in portfolio management, data analysis, and business development. Conduct regular meetings with your team to align on goals and strategy. Provide industry-leading knowledge to help customers manage and grow their businesses. Forecast opportunities and challenges based on understanding local area and customer operations. Lead prospecting, growth, and portfolio development efforts. Act as a trusted advisor through collaboration with internal stakeholders and external partners. Ensure compliance with applicable laws and codes for the assigned geographic area. Who you will work with: Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service. Must Have's: 5+ years of experience in customer-facing, sales, sales support roles. 3+ years of people leadership experience Experience in team management and building strong sales relationships Passion for leading people, projects, and budgets Ability and desire to frequently travel within your market to support our current and prospective customer base. Familiarity with risk management principles and collections procedures High level of accountability towards local goals and business targets. Nice to Have's: Experience in the automotive, financial services, or related industries. Basic understanding of financial statements Proficiency in Google Workspace, Salesforce, Tableau Familiarity with customer relationship management (CRM) tools What We Offer: Competitive pay Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) Immediately vested 401K (US) or RRSP (Canada) with company match Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US) Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) Robust Employee Assistance Program Employer paid Leap into Service Day to volunteer Tuition Reimbursement for eligible programs Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization Company culture of internal promotions, diverse career paths, and meaningful advancement Sound like a match? Apply Now - We can't wait to hear from you! Compensation Range of Annual Salary: $90,000.00 - $100,000.00 (Depending on experience, skill set, qualifications, and other relevant factors.) Bonus Range Target Bonus Range: $0.00 - $20,000.00

The Role Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we've earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors. From the very beginning, we've recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization. We're looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Now that you know our history, are you ready to be part of our future? Job Overview: As Relationship Manager, Strategic RIA Group you will play a critical role in leading engagement with Lord Abbett's largest and most sophisticated Registered Investment Advisors and Family Offices. This role is responsible for identifying and executing growth opportunities across a highly strategic segment, monitoring the competitive landscape, and shaping initiatives that expand and strengthen Lord Abbett's distribution footprint. Reporting to the Senior Managing Director & Head of the Strategic RIA Group, the Relationship Manager will work closely with senior leadership and cross-functional stakeholders to promote the firm's enduring relevance and profitable growth. We'll trust you to: Lead the development and execution of strategies to expand and deepen distribution across approximately 100 high-value RIAs and Family Offices. Build and sustain senior-level relationships with firm leadership, CIOs, research teams, and due diligence professionals, articulating Lord Abbett's culture, investment capabilities, and long-term value proposition. Identify and strategically deploy firm resources-including select investment professionals-to position Lord Abbett for success within complex advisory organizations. Monitor industry, channel, and firm-specific trends to proactively identify new growth opportunities. Manage relationship economics and communicate critical insights, risks, and opportunities to internal stakeholders. Drive product endorsements, map firm decision-making structures, and monetize opportunities across sales teams (Strategic Relationships Group, Regional Managers, and Account Consultants). Act as a trusted advisor on strategic, competitive, and industry matters, partnering closely with the Head of the Strategic RIA Group on priority initiatives. You'll need to have: 10+ years of experience in asset management, with deep knowledge of distribution, advisory platforms, and institutional-quality relationships. Exceptional communication and presentation skills, with the ability to translate complex quantitative and qualitative analysis into clear, compelling messages. Strong influencing, negotiation, and relationship-management capabilities across senior audiences. Deep understanding of the wealth management ecosystem, key players, and evolving business models. Ability to balance long-term strategic thinking with near-term execution and prioritization. Strong grasp of capital markets and investment fundamentals. Proven ability to handle sensitive information with discretion and integrity. Demonstrated alignment with Lord Abbett's values through a collaborative, team-oriented leadership style. Bachelor's degree required Series 7 license required. Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture. Principles-Based - We empower our leaders to create an environment of trust. Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration. Purpose-Driven - We instill a passion for always putting our clients' interests first. We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $220,000-$250,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

Pay Range: $128,088.00 - $170,754.00Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Travel less than 50% Driver's License required Reliable transportation required Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.