Relationship manager jobs in Redlands, CA

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area. Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area. Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Center goals. Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range:$73,770.00 To $191,292.00 Annually 40 hours per week.

To be considered for this job posting, please apply directly: *************************************************** Client Relationship Sr. Manager (Chinese Bilingual) ) About Us: Beyond Global Management/Beyond International Group, an Inc 5000 company, is on a mission to supercharge the real estate private investment world. As a market leader in creating and managing custom investment funds, we grew by focusing on opportunities that larger companies did not always represent. Our investors have come to rely on us for our sustainable inflation-beating returns, income-producing potential, and liquidity. We aim to make the markets more transparent, risk more controllable, and portfolio design more efficient to help our investors grow and preserve their wealth. Find out more about us through Home - Beyond Wealth Management (beyond-wm.com) The Role: We are looking for a stellar Client Relationship Sr. Manager experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents Paid Vacation Paid Sick Leave 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

Full-time Description Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, sourcing prospects, and developing new customer relationships, cross-selling appropriate bank products and services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retain and expand relationships with existing customers. Prospects for and closes new business relationships. Grows net revenue year over year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement a plan for sourcing prospects and developing new customer relationships. Manages assigned customer relationships and brings in appropriate product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. Manages overall customer profitability. Develops and implements relationship strategies for cross-selling bank products and services. Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree from an accredited college or university Five to seven years of commercial lending experience. Broad knowledge and experience in banking operations, products, and services. Experience in managing and growing medium to large sized portfolio of loan and/or deposit relationships. Experience in effectively handling complex credits. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $160,000 annually. Pay range may vary based on skills, experience, and location. Salary Description $130,000.00 to $160,000 annually

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you looking for a unique opportunity to be a part of something great? Want to join a 17,000-member team that works on the technology that powers the world around us? Looking for an atmosphere of trust, empowerment, respect, diversity, and communication? How about an opportunity to own a piece of a multi-billion dollar (with a B!) global organization? We offer all that and more at Microchip Technology Inc. People come to work at Microchip because we help design the technology that runs the world. They stay because our culture supports their growth and stability. They are challenged and driven by an incredible array of products and solutions with unlimited career potential. Microchip's nationally-recognized Leadership Passage Programs support career growth where we proudly enroll over a thousand people annually. We take pride in our commitment to employee development, values-based decision making, and strong sense of community, driven by our Vision, Mission, and 11 Guiding Values; we affectionately refer to it as the Aggregate System and it's won us countless awards for diversity and workplace excellence. Our company is built by dedicated team players who love to challenge the status quo; we did not achieve record revenue and over 30 years of quarterly profitability without a great team dedicated to empowering innovation. People like you. Visit our careers page to see what exciting opportunities and company perks await! Job Description: Our global growth continues and we want you to be an integral part of it. As a Senior Client Engagement Manager for the Defense sector (Military, Aerospace, Government) clients, you will be responsible for co-creating positive business outcomes with Microchip solutions that Connect, Manage, and Secure the world's information delivering clients the freedom to innovate. Job Responsibilities include: Develop and execute sales strategies to achieve revenue growth target by using insight and consultative selling techniques to engage clients in conversations about their industry and offer unique perspectives on their business, which link back to Microchip‘s solutions. Identify the key client stakeholders and coach those stakeholders to build consensus for Microchip's solutions within their organization. Contribute and participate within a global team environment, to successfully develop and implement Department of Defense (DoD) sales strategies for our clients including the Department of Defense affiliates, Defense Agencies and CONUS. Work with other departments/divisions within the company in creating and developing sales & growth plans. Analyze performance and implements strategies to achieve goals/reinforce brand position, and keeps company managers updated on the strategic plans of customers. Excellent communication, presentation, and negotiation skills are vital for effectively engaging with defense clients and navigating complex sales cycles. The ability to build strong relationships with key stakeholders, including program managers and contracting officers, is critical for long-term success. Identify new business opportunities by monitoring market trends and defense budgets. This includes shaping future procurements, developing win strategies, and building a pipeline of high-value opportunities. Build and maintain strong, trust-based relationships with key decision-makers within military commands, acquisition offices, and prime contractors. Manage the development of proposals and responses to Requests for Proposals (RFPs), ensuring compliance with federal regulations such as the Federal Acquisition Regulation (FAR) and other government contracting rules. Requirements/Qualifications: Bachelor's Degree and 8+ years of experience marketing or selling to key clients in the US Government/Defense/Military market or a master's degree with 6+ years' experience marketing or selling to key clients in the U.S Government/Defense/Military market. Excellent interpersonal skills, both verbal and written communication, as well as excellent presentation skills. Comprehensive knowledge of government procurement processes, including various contract vehicles (e.g., GSA schedules, IDIQ), funding pathways, and compliance requirements The ideal candidate for this position has a strong track record of driving successful sales to the DoD market, particularly for specific agencies like the U.S. Army, U.S. Navy, defense contractors, and federal agencies. Basic understanding of Communication/Server/Storage/Networking/Aerospace/IT architectures and implementations in military defense applications. A strong understanding of the specific technologies and products being sold, such as SATCOM (satellite communications), PTP, NTP or advanced IT services, is highly valued. This position is not eligible for Microchip immigration sponsorship. Travel Time: 50% - 75% Physical Attributes: Hearing, Seeing, Talking, Works Alone, Works Around Others Physical Requirements: sitting, standing, walking, driving, flying Pay Range: We offer a total compensation package that ranks among the best in the industry. It consists of competitive base pay, restricted stock units, and quarterly bonus payments. In addition to these components, our package includes health benefits that begin day one, retirement savings plans, and an industry leading ESPP program with a 2 year look back feature. Find more information about all our benefits at the link below: Benefits of working at Microchip The annual base salary range for this position, which could be performed in California, is $99,000 - $220,000.* *Range is dependent on numerous factors including job location, skills and experience. Microchip Technology Inc is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. For more information on applicable equal employment regulations, please refer to the Know Your Rights: Workplace Discrimination is Illegal Poster. To all recruitment agencies: Microchip Technology Inc. does not accept unsolicited agency resumes. Please do not forward resumes to our recruiting team or other Microchip employees. Microchip is not responsible for any fees related to unsolicited resumes.

Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them. ESSENTIAL FUNCTIONS Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process. Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Assist with mentoring and coaching junior officers and loan staff. QUALIFICATIONS Education: U.S. College graduate with major in related fields. Experience: 7-10 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Skills/Ability: Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Who We Are: FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients-we'd love to hear from you. Why You'll Love This Role: You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations. You'll own your portfolio-working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts. Your insights matter-you'll help shape how we grow, bringing real-time market feedback and your ideas to the table. Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days. Your Essential Duties: Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth. Increase revenue by seeking out new business opportunities with current and prospective clients. Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals. Develop and present pricing proposals and RFP responses tailored to each client's needs. Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space. Collaborate with internal teams-Client Services, Marketing, Technical, and Leadership-to deliver seamless onboarding and support for new work. Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting. Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning. Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis. Serve as an escalation point for resolving client concerns and championing improvements. Requirements What You Bring: Bachelor's degree in Business, Communications, or a related field. 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry. A proven track record of hitting targets and closing deals. A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities. Strong communication and presentation skills, with a focus on building trust and long-term relationships. The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment. Proficiency in Word, Excel, PowerPoint, and CRM tools. Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms. A knack for learning and articulating technical concepts to non-technical audiences. The description above is a summary of the highlights of the role, a full job description will be provided. Benefits Why Join Us? Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee-you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families. Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. Benefits include: 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays - including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs Ready to grow with us? Apply today! FSSI Careers Page

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. * Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community * Attend and professionally represent CAF at conferences and industry events * Proactively contact potential and existing customers through phone calls, email and in-person meetings * Evaluate the merits and risks of potential credit line and term loan transactions * Prepare term sheets and summary analysis of potential transactions * Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions * Periodically produce brief and topical marketing blogs sponsored by CAF * Meet or exceed quarterly/annual individual production targets * Regularly log customer interaction in CAF's Salesforce CRM platform * Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. * Bachelor's Degree * 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations * Hands-on approach with track record of driving results * Exceptional interpersonal and relationship building skills * Strong financial background with analytical and numerical proficiency * Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) * Ability to balance personal resourcefulness and individual drive in a team-based environment * Willingness to travel Working Conditions: * Typical office environment * Travel required, up to 10% * Computer, keyboard, telephone, fax machine, scanner and copier, etc. * Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Client Executive will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor. Your Impact: Strategic : The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals. Operational : The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. He or She will oversee client relations, including project team performance and overall client satisfaction. Marketing/Business Development : The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships. Management/Leadership : The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff. Executive Meetings Board Meetings Major Presentations Introduction & Important Issues Meetings Management & Staffing Meetings New Hire Interviews Client Maintenance Business Development Conferences/Seminars High Level QAQC Continuous 5-min Meetings with Production Director & Project Managers Here's What You'll Need: Must be a Registered Architect in the State. Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes. Must have prior K12 and/or Higher Education experience to be considered. The actual offered base salary for California locations will vary depending on factors such as individual qualifications, education, experience, skills, job-related knowledge, work location, and internal equity. We would not anticipate that the individual hired into this role will be at or near the top half of the range provided, but the decision will be dependent on the factors of each individual case. The compensation package may also include incentive compensation in the form of discretionary bonuses in addition to base salary and a full range of medical, financial, and other benefits. The salary range for this position is below. $142,666.00 - $213,999.00 PBK is an Equal Employment Opportunity employer. All qualified applicants can be considered for an opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, criminal history, or any other characteristic protected by law. Additionally, it is our policy to provide equal employment opportunity in all phases of employment in compliance with all applicable federal and state laws, rules, and regulations.

SUMMARYResponsible for collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES• Exhibits proven competence in all Account Manager duties and knowledge requirements;• Collaborates with a mentor Account Executive to manage an assigned book-of-business;• Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);• Assists Account Executive in development of multi-year strategic plan for clients;• Assists Account Executive with client financials, and renewal negotiations;• Displays advanced command of client renewal presentation, including marketing analytics;• Actively participates in team mentorship program;• Acts as an Affordable Care Act (ACA) subject matter expert;• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);• Other duties as assigned. QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's degree or equivalent combination of education and experience Seven (7) or more years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Baseline understanding of self-insurance and alternative funding arrangements High level of Employee Benefit product and benefit administration knowledge SKILLSGood verbal and written communication skills Good problem solving and time management skills Good presentation skills and ability to conduct open enrollment meetings Excellent customer service skills Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Strong understanding of self-insurance and alternative funding arrangements Proficient in Microsoft Office Suite#LI-AS1

ADP is hiring a Client Service Manager -- Tax. Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are you looking for an inclusive environment with a culture of collaboration and belonging? Well, this may be the role for you. Ready to make your mark? In this role, you will leverage your project management and leadership expertise to assist the Team Director in establishing the direction of daily activities, ensuring efficient operations, and creating an overall productive and enjoyable working environment for employees. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day will not change -- your #1 goal is to support your team so they can provide the best service and solution around the client's payroll tax needs. Still, every day will be different because you will need to partner with other groups of ADP and the client in order to do this. 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 must be comfortable working as a consultant and business partner to other groups within ADP. You will lead the daily activities of the team to ensure that all work is completed according to scheduled deadlines. You will train and mentor team members and identify development needs across the team. 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: ****************************************** WHAT YOU'LL DO: Responsibilities What you can expect on a typical day: Provide Team Support. You will support your team so they can provide the best client service for payroll tax needs. You will help set the direction of their daily activities and ensure an overall productive and positive working environment for your team members. Provide Client Support. You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll tax issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience. Learn. You will continually upgrade your knowledge and skills on payroll tax, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients. Organize. You adhere to a daily schedule and organize yourself to deal with various productivity - performance standards to ensure that established levels are achieved, especially during critical activity periods. You will manage escalated issues and provide direction on them. TO SUCCEED IN THIS ROLE: Requirements At least 5 years of related experience At least 3 years of people leadership experience A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: Experience noted above, OR Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.

ADP is hiring a Client Service Manager -- Tax. Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are you looking for an inclusive environment with a culture of collaboration and belonging? Well, this may be the role for you. Ready to make your mark? In this role, you will leverage your project management and leadership expertise to assist the Team Director in establishing the direction of daily activities, ensuring efficient operations, and creating an overall productive and enjoyable working environment for employees. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day will not change -- your #1 goal is to support your team so they can provide the best service and solution around the client's payroll tax needs. Still, every day will be different because you will need to partner with other groups of ADP and the client in order to do this. 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 must be comfortable working as a consultant and business partner to other groups within ADP. You will lead the daily activities of the team to ensure that all work is completed according to scheduled deadlines. You will train and mentor team members and identify development needs across the team. 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: Provide Team Support. You will support your team so they can provide the best client service for payroll tax needs. You will help set the direction of their daily activities and ensure an overall productive and positive working environment for your team members. Provide Client Support. You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll tax issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience. Learn. You will continually upgrade your knowledge and skills on payroll tax, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients. Organize. You adhere to a daily schedule and organize yourself to deal with various productivity - performance standards to ensure that established levels are achieved, especially during critical activity periods. You will manage escalated issues and provide direction on them. TO SUCCEED IN THIS ROLE: Requirements At least 5 years of related experience At least 3 years of people leadership experience A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include: Experience noted above, OR Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, underwriting memo, loss experience along with current coverages Advises and counsels on complex risk exposures. Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims. Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed. Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs. Remain up to date on industry offering and make pro-active recommendations to clients. Demonstrates strong organizational skills with high attention to detail. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge, Skills and Abilities: Current P&C License (or state equivalent), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment. College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge. The starting pay is $70,000 salary. Salary is negotiable upon time of offer Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

JobID: 210657113 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities * Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. * Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. * Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. * Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. * Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. * Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. * Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. * Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. * Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills * Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. * Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. * Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. * Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. * Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. * The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills * Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships within the Escrow, Title, Homeowner Association Property Management, Commercial Property Management, 1031 Exchange Accommodators, and Contractor Retention Escrows business segments for City National Bank. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer needs and maintaining an active calling program is essential for success. This position requires a high level of relationship management, communication, presentation and influencing skills and experience. The position may approve transactions within delegated authority. WHAT WILL YOU DO? * Focus to develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Bank products or services from existing customers, a network of referral sources, and other professionals in the industry. Develop a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc. * Call on existing or prospective clients to discuss and promote Treasury Services and other Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients' Treasury Services, credit and other banking needs to develop solutions to serve their financial needs. Partner with in product specialists, as necessary.. * Negotiate transactions; prices Treasury Services products and services; documents and closes loan transactions. Utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. Loans will meet bank guidelines and policy in regards to pricing and structure. Proposal to be reviewed with team leader and or department manager. * Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. * Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. * Interface and partner with other Bank departments as necessary. Define responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolve all client needs and any internal issues. * Maintain and update Mycnb with sales calls for prospects and clients. Monitor and analyze relationship results and account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail. * Monitor portfolio for quality, risk and adherence to policy. Work with the appropriate staff departments to resolve issues. * Maintain awareness of competitive products, practices, rates and changes in market conditions. * Analyze problem areas and meets with client to develop solutions to minimize loss exposure. * Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential * NEW Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with clients consistent with the objectives of the division and the Bank to retain and deepen client relationships. * RETENTION Calling Efforts: Actively works with existing clients and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Bank * MYCNB, record keeping and proper call report, expense report documentation follow up. Including all bank required training courses. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 - 5 years relationship management of Treasury Services Deposits based clients/portfolio in a financial services company * Minimum 2 years of Treasury Services Deposits product sales and new business development in a financial services company *Additional Qualifications* * Solid understanding of all Treasury Services products and services applicable to target client segment. * Solid knowledge of Treasury Services policies and procedures, and Bank operations & operating policies and procedures. * Effective sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-JR1 \#CR-JR

What you can expect! Find joy in serving others with IEHP! We welcome you to join us in "healing and inspiring the human spirit" and to pivot from a "job" opportunity to an authentic experience! The Business Relationship Manager (BRM) is responsible for ensuring business project requests are aligned to IEHP strategic goals, initiatives, and efforts. As a liaison with IEHP business and Compliance units, the BRM is dedicated to foster productive, value-producing relationship between business and IT by aiming for customer satisfaction and understanding and relaying customer needs to the IT team. By adopting a customer-centric approach this position will assist IT Strategic Programs leadership to advance technology agenda aligning business strategy and goals. The BRM will work regulatory, statutory & strategic programs and policies in collaboration with Program Managers and IT Leadership Team. The BRM is responsible for ensuring projects, work plans, and initiatives are implemented meeting business goals and objectives, in addition to collaboration with, inter-departments to ensure member needs are met while simultaneously building strong peer relationships. Commitment to Quality: The IEHP Team is committed to incorporate IEHP's Quality Program goals including, but not limited to, HEDIS, CAHPS, and NCQA Accreditation. Perks IEHP is not only committed to healing and inspiring the human spirit of our Members, but we also aim to match our team members with the same energy by providing prime benefits and more. * Competitive salary. * Hybrid schedule. * CalPERS retirement. * State of the art fitness center on-site. * Medical Insurance with Dental and Vision. * Life, short-term, and long-term disability options * Career advancement opportunities and professional development. * Wellness programs that promote a healthy work-life balance. * Flexible Spending Account - Health Care/Childcare * CalPERS retirement * 457(b) option with a contribution match * Paid life insurance for employees * Pet care insurance Education & Experience * Minimum of seven (7) years of Information Systems experience with a strong background in program management, program development, program evaluation, strategic planning, program operations and business acumen * Bachelor's degree in Computer Science, Information Management or similar technical field from an accredited institution required * In lieu of the required degree, a minimum of four (4) years of additional relevant work experience is required for this position. This experience is in addition to the minimum years listed in the Experience Requirements above Key Qualifications * Must have a valid California Driver's License. * Knowledge and proven track record of: * Current business practices and computing systems; IT development methodologies and operations. * IEHP's business processes and functional landscape. * IEHP's IT systems and operations. * Working with Compliance teams to determine solutions to help comply with regulations, APLs etc. * Supporting strategic, regulatory and statutory programs and initiatives. * Understanding of CMS and DHCS protocols and mandates. * Program and project management and planning as well as Business process mapping. * Complex heterogeneous technologies and the ability to synthesize new technical information into existing structures. * Healthcare Industry and appreciation of IEHP's application landscape. * Strong understanding of: * Managed Care programs. * Ability to consume CMS APLs & other documents and translate it for the IT teams. * Legacy / Core Healthcare Payer systems integration with internal digital assets and external systems. * Healthcare issues, trends, and concerns. * Conceptualizing business strategies while implementing information systems and technology strategic direction. * New IT landscape and solutions to help align the programs to new IT landscape. * Excellent communication, verbal and written skills, and collaborative approach. * Strong planning, organization, critical thinking, decision-making and problem-solving skills. * Group presentation, analytical and organizational skills. * Build and maintain business relationships. * Express action-oriented and creative approaches to IT system issues and problems. * Present issues and challenges to IT and/or business leadership. * Listen effectively, respond to sensitive inquiries or complaints, be flexible with an ambiguous or changing environment. * Work with a team of professionals from various disciplines. Start your journey towards a thriving future with IEHP and apply TODAY! Pay Range * $135,200.00 USD Annually - $179,129.60 USD Annually

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. The Associate Relationship Manager will be a primary point of contact for assigned clients. This individual is responsible for the management and monitoring of the relationship ensuring a consistent and positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner. This position will also uncover new opportunities to expand the relationship and present to the Relationship Manager. What You'll Do * Provide expert level of service to assigned agents by visits, phone calls, email or regular mail correspondence. Attend industry events, and conventions. * Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume. Maintain an exemplary understanding of all aspects of First Insurance Funding including on-line quoting; Customer Service, Asset Management, Cash Processing, and all other value add services to provide solutions to clients. * Leverage a consultative approach in which you will analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities. * Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies. Conduct agency PF 101 Continuing Education credit classes. * Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM's as directed. * Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers, or EVP of Sales & Marketing. * Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters. * Take active role to intervene on individual collection problems. Qualifications * 3+ Years of Experience in Customer Service, Marketing or Sales Role * Bachelor's Degree Preferred * Advanced Computer Skills * Ability to Travel as Needed Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $90,000 - $120,000 along with eligibility to earn Commission. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #LI-LR1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Commercial Banker in Irvine, CA** . This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. **Essential Functions:** + Responsible for achieving assigned production targets across new deposit production, loan origination, and fee income categories, in alignment with established performance metrics and business Development objectives. + Acquires and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. + Achieves quarterly Managed Portfolio Growth goals. + Demonstrates clear understanding of risk management and covenant tracking procedures. + Responsible to make presentations regarding bank products and services to prospective clients and company principals, perform underwriting functions and continually monitor credit quality. + Higher level Commercial Bankers may oversee lower-level associates. + Other duties as assigned. **Qualifications:** + Requires a Bachelor's degree in business, finance or a related field and 2+ years commercial lending and credit underwriting experience. An equivalent combination of education and experience may meet qualifications. + Working knowledge of lending and credit analysis, preferably in a commercial lending environment. + Knowledge of bank products and commercial lending techniques and procedures. + Ability to expand loans, client relationships and cross sell bank products. + Familiarity of the sales, loan processing and closing processes. + Good underwriting skills. + Ability to interview loan applicants and have good perceptive on character judgment. + Ability to structure loans and monitor credit performance. + Must have good interpersonal, presentation and communication skills. + Working knowledge of software applications, including word processing and spreadsheets. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts + Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits, including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **This position is eligible to earn a base salary in the range of $100- 125,000 depending on job-related factors such as level of experience.** **Req ID:** 068537 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.