Relationship manager jobs in Reno, NV

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Reno, NV. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

As the industry leader in water technology, we're growing and need talented people like you to help us continue to protect the world's most vital resource. Nalco Water, an Ecolab Company, seeks a Technical Sales Representative to join its industry leading sales team. You'll be responsible for revenue and profit growth of programs and services in targeted accounts. Using a consultative sales approach, you'll build relationships with existing customers by executing system assurance programs that meet their key business needs. With strong account leadership, you'll also convert strategic competitive accounts and sell new technologies to current customers. What's in it For You: You'll join a growth company offering a competitive base salary, bonus structure and benefits A company vehicle and cell phone A long term, advancing career path in service, sales or management Access to the industry's most innovative training programs Support from a dedicated technical service team A culture that values safety first, including training and personal protection Pride in working for a company that provides clean water, safe food, abundant energy and healthy environments What You Will Do: Execute strong team leadership by coaching and training other District Reps, championing corporate initiatives, and by planning and leading portions of District Meetings Generate and execute sales plans and strategies to close new opportunities within existing customer base, and in major, competitively-held accounts, to meet defined territory profit increase goals Work closely with large, strategic current and prospective customers to understand business needs and recommend continuous improvement and innovation plans that will maintain and grow sales within assigned territory Develop strong relationships with key stakeholders within current and prospective customers, including plant or facility executives Engage in problem solving by performing system analysis, interpreting data and providing written recommendations to ensure customer operations are performing at optimal levels Demonstrate the ability to stabilize jeopardy business in large, strategic accounts Territory/Location Information: This position is based in Elko, Nevada (will consider candidates in Las Vegas, Salt Lake City or Reno) Territory covers a ~300-mile radius of the surrounding area Targeted accounts are within the Mining and Heavy sectors ~25% overnight travel required As a trusted partner, your customers will rely on you for their success. Nalco Water is committed to seeing you succeed and provides innovative training programs to ensure you're prepared to solve any customer problem. Training programs are held in the field and at Nalco Water Headquarters in Naperville, IL; travel is arranged and paid for by Nalco Water. Based on your skill level and experience, topics covered may include technology, product, service, business and industry acumen, direct coaching and mentoring, sales management and leadership, classroom training and certifications. If applicable, relocation assistance would be provided for the right candidate. Minimum Qualifications: Bachelor's degree Five years of technical sales or field sales support experience Possess a valid Driver's License and acceptable Motor Vehicle Record Immigration sponsorship is not available for this role Preferred Qualifications: Bachelor's degree in engineering (chemical, mechanical, industrial) or life sciences (biology, chemistry, etc.) Water treatment or specialty chemical industry experience Working knowledge of boilers, cooling towers, and wastewater treatment systems>OR paper machine operations, wet end chemistry, pulp mill operations About Nalco Water: In a world with increasing water shortage and contamination challenges, Nalco Water, an Ecolab company, helps customers conserve more than 161 billion gallons of water each year. We work with customers across the world in the light industry (institutional, food & beverage, transportation and manufacturing), heavy industry (chemical, power and primary metals industries), paper and mining operations to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers. Annual or Hourly Compensation Range The total Compensation range for this position is $115,400-$173,000 which includes base pay and target incentive based on performance, per plan terms. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws. Benefits Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits. If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here. Potential Customer Requirements Notice To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing. - Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab. Americans with Disabilities Act (ADA) Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.

Why Us? The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank. Not just branches. Roots. FBB team members enjoy competitive compensation and generous benefits. * Affordable Medical, Dental and Vision coverage * Outstanding 401k - Employer match up to 5% * Paid Volunteer Hours * Accrued Paid Time Off (PTO) & Paid Holidays * Life Insurance and Long-Term Disability (company paid) * Continuing Education Opportunities * View all available benefit options at Farmbureau.bank. Hiring for an in-person role in Reno, Nevada area only. What you'll get to do: * Deliver enthusiastic, professional, quality customer service to Farm Bureau partners, members, non-members, and bank personnel by creating a positive first impression and acting as the single point of contact for all customers personal and business banking needs. * Serve as point of contact for strategic partners and high net earning individual and business client portfolio. * Leading, directing and coordinating in the effective delivery of products and services to clients and prospects. * Proactively manage portfolio of clients. Expand business banking customer relationships by identifying new needs and maximizing opportunities within relationships. * Effectively leverage, coordinate and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across all Farm Bureau partners. * Identify gaps, trends associated with service levels and works with department to establish corrective action plans to improve process to ensure service levels. * Analyze the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's needs. * Source and provide credit solutions for prospects and clients. * Empowered to implement continuous improvements to processes, systems and services. * Adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion, monitoring and updating of all required documentation. * Stays abreast of all regulatory, legal, government regulations, policy and procedures. * Responsible for performing out bound customer courtesy calls to notify, educate, and troubleshoot customer inquiries. * Responsible for assisting Relationship Banking Department with daily tasks as needed, including reading/responding to customer emails, outbound calls and taking customer calls Relationship Banking phone queue and following up with customers as necessary. * Proactively aware of Farm Bureau Banks key performance indicators and assists with meeting credit and loan growth sales goals. * Ability to make independent decisions prior to contacting management. Education and Experience: * Undergraduate degree in business, finance or banking related field preferred or equivalent experience. * 5+ years experience in a banking environment. * 3+ years' of strategic sales relationship management experience. * Experience in a leadership role with a concentration in customer service and sales preferred. * Extended hours or on call required during peak workloads or special projects.

EdgeCore Digital Infrastructure serves the world's largest cloud and internet companies with both ready-for-occupancy and build-to-suit data center campuses that are designed for density. Privately held and backed by committed equity to fund an aggregate amount of over USD $16.5 billion in development, EdgeCore enables hyperscale Client requirements by proactively investing in regions that provide the land and power necessary to support and scale AI and cloud technology. While working thoughtfully with the communities in which we do business, our data center campuses are built at scale to meet key performance specifications, safety metrics and sustainability objectives. EdgeCore has data center campuses in five North American markets with plans to expand. For more information, please visit edgecore.com. EdgeCore is hiring a Client Solutions Partner to own a hyperscale client relationship end-to-end. You'll be the bridge between operations, construction, engineering, and security teams - translating technical complexity into clear executive communication and ensuring a world-class client experience at our Reno campus. You need deep data center operational knowledge-but your job is client partnership, not running the facility. Reporting directly to the VP of Client Experience and based in Reno, NV you'll own one hyperscale client relationship across that campus. This isn't a support role-you're a strategic partner to both the client and EdgeCore leadership. What you build here becomes the foundation for how EdgeCore scales client experience across a growing hyperscale portfolio. This role is dynamic and unpredictable. Last-minute client requests, after-hours incidents, surprise audits-it's all part of the job. If you thrive on variety, stay calm under pressure, and can navigate tough conversations with grace, you'll excel here. * Own day-to-day relationship for a hyperscale client, engaging everyone from field technicians to C-suite executives * Deliver quarterly business reviews that demonstrate value and drive strategic conversation * Translate complex technical data into clear, executive-ready communications * Influence cross-functional teams and resolve conflict diplomatically * Advocate for the Client while balancing EdgeCore's operational priorities. * Craft executive-ready communications during incidents with clear, calm messaging * Lead post-incident reviews and identify improvements proactively * Act as first escalation point, make real-time decisions during critical issues, provide after-hours or weekend support when required. * Manage site vendors: landscaping, janitorial, pest control, gates, parking, building upkeep * Plan and execute client events: cookouts, site tours, VIP visits * Resolve unexpected issues that keep facilities running smoothly * Partner with Core Operations and Accounting teams with power billing activities * Track and report PUE, load factors, cost per kW * Ensure accurate client billing and resolve discrepancies with finance and operations teams * Develop SOPs, EOPs, operational runbooks, and RACI matrices * Define and document the Client Solutions Partner operating model to scale across EdgeCore's portfolio * Prepare QBRs with data-driven insights and own recurring operational reporting * Support Ready for Service (RFS) milestones for client expansions * Lead client onboarding: site tours, systems training, operational integration * Track contractual SLAs and KPIs across both facilities, address performance gaps proactively * Coordinate with legal/commercial teams on contract amendments Your Experience and Qualifications * 3-5 years hands-on data center operations experience, including power, cooling and controls systems. * 3+ years managing hyperscale or enterprise client relationships in technical capacity. * Skilled in building trust and managing relationships across field technicians, clients, and executive stakeholders; adept at reading people, adapting communication, and de-escalating conflict. * Proven ability to stay calm and effective under pressure with an ownership mindset in dynamic environments. * Proficient in interpreting single-line diagrams across electrical, mechanical, controls, security, fire/life safety, and telecom systems. * Strong understanding of N+1 redundancy, EPMS/BMS/DCIM data, and data center power, cooling, and controls fundamentals. * Experience with interval meter data, capacity analysis, and load forecasting across multiple facilities. * Demonstrated multi-site client and stakeholder management, from daily operations through executive engagement. * Familiar with data center lease structures, SLAs, and KPIs (uptime, PUE, capacity utilization, cost per kW). * Experience with utility billing reconciliation, invoice validation, and cost allocation. * Skilled in interpreting lease agreements and managing SLA provisions, billable items, and service commitments. * Advanced Excel capabilities (pivot tables, financial modeling, data visualization). * Proficient in CRM, ticketing, and workflow platforms; PMP/CAPM certification preferred. * Able to influence without authority, build scalable systems, and define "great" in new or evolving roles. What We Offer * This is a full-time salaried position, including a performance-based annual bonus as well as equity compensation. * Base pay range: $130,000 - $160,000 depending on experience. This role currently requires on-site presence four days per week at our Reno, NV location. Occasional travel required to support client needs. * Based in Reno, NV (four days/week on-site required). * Medical, dental & vision insurance coverage. * Health & Dependent Care Flexible Spending Accounts (FSAs), Health Savings Account (HSA). * 3 weeks of PTO annually, plus 11 paid holidays. * Company-paid life insurance & disability insurance. * Company sponsored employee assistance and discount programs. * 401(k) retirement savings plan with a company contribution.

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated 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. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 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.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Reno, NV - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; * Other duties may be assigned. Marketing * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; * Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust * Provide technical support in the sales process as needed * Other duties may be assigned. Personal and Organizational Responsibilities * Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; * Maintain documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. * Full knowledge of multi-line Property & Casualty insurance products and services. * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. * Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Valid Property & Casualty Insurance license. COMPENSATION: The national average hourly rate for this role is $25.64 - $33.33 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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. #LI-AT1 #LI-Hybrid (3217)

Application Deadline: 01/30/2026 Address: 2161 Lake Tahoe Blvd. Job Family Group: Retail Banking Sales & Service requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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.

**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids. **Job Description** **Key Responsibilities** **Bid Strategy and Ownership** - Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review - Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria - Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services - Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms **Onshore Workflow Management** - Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks - Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status - Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals - Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed - Monitor workload and capacity for the onshore team and escalate resourcing needs when required **Offshore Bid Support Coordination** - Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering - Provide clear written task instructions, expected service levels, and turnaround times to offshore partners - Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards - Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality **Quality, Compliance, and Governance** - Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements - Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work - Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders - Track and manage version control for all bid documents **Client and Stakeholder Engagement** - Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning - Support or lead responses to client clarifications and follow up questions related to bids - Coordinate and prepare materials for client presentations and orals when required - Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses **Performance Management and Continuous Improvement** - Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback - Identify trends and root causes that impact win rate, pricing discipline, and operational effort - Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support - Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices **Other Duties** - Perform other duties as assigned in support of client engagement, bid management, and operational excellence **Qualifications** - Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience - Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment - Experience in valuation, real estate, or a related advisory business strongly preferred - Proven track record managing complex bids with multiple stakeholders and short timelines - Experience working with offshore or shared service teams preferred - Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business **Skills and Competencies** - Strong project and workflow management skills with excellent attention to detail - Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language - Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations - Comfortable working in a fast paced environment with competing priorities and frequent deadlines - Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools - Continuous improvement mindset with a focus on efficiency, quality, and margin discipline **Success Measures** - Increased bid win rate for valuation opportunities and positive client feedback on the bid experience - Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams - Strong alignment between bid commitments, operational delivery, and target margins - Effective use of offshore resources with high quality, consistent bid outputs \#Remote #RemoteLI Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 93,500.00 - $110,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field or equivalent work experience + Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Reno,NV $61,750.00 - $95,000.00

Job Description Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketplace. Calls on and develops a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. Presents the bank's loan capabilities. Structures SBA loan proposals, completes initial underwriting and prepares credit package. Responsible for the success and growth of assigned sales territory. Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. REQUIREMENTS: 5+ years of financial services industry experience 3+ years of experience in SBA 7a & 504 lending, selling business related financial services products, or a combination of both Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of underwriting or evaluating commercial credit Established network of COIs and brokers in the local market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: * Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk * Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews * Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time * Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities * Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals * Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment * Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: * Has proven success in consultative sales in financial services or in business-to-business sales * Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers * Is passionate about outside sales and enjoys spending time prospecting * Wants to enhance existing relationships and exceed sales goals * Can analyze financial conditions of clients and industry trends * Can understand and interpret financial statements and cash flow analysis * Has excellent communication skills and demonstrated leadership ability * Enjoys partnering and negotiating with a team of bank employees to solve client issues * Demonstrated management of a client portfolio with focus on relationship development and deepening * Thorough knowledge of small business financial products and services * Familiarity with CRM platforms and other banking systems Desired Qualifications: * Community leadership * Strong computer skills with an ability to multitask in a demanding environment * Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: * Client Experience Branding * Client Management * Client Solutions Advisory * Customer and Client Focus * Pipeline Management * Credit Documentation Requirements * Financial Analysis * Oral Communications * Prioritization * Written Communications * Coaching * Interpret Relevant Laws, Rules, and Regulations * Prospecting * Risk Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40

Current Employees and Contractors Apply HereOsaic Careers Business Development Opportunity in Trust Services Premier Trust Business Development Officer Reno: 5474 Longley Ln., Reno, NV 89511 Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule Role Type: Full time Salary: $75,000 - $82,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Summary: The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented experience for clients, their referring parties, and Premier's business partners. This position serves as a key role between Business Development and Onboarding, Trust Administration and other areas of the operation ensuring effective communication, accurate and complete information, and a smooth business process. Interacts with internal and external clients on a regular basis to provide education about trust services, trust administration and the benefits of Premier Trust. Responsibilities: Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys. Represents the company in various business development and industry related functions to further enhance the company's image and develop additional business. Tracks pending items, maintains communication with clients and business partners, and follows up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded. Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process. Ensures that the business development/sales process is running efficiently; makes regular recommendations to ensure the process is optimized. Creates and gives presentations to groups of anywhere from 2-200 about the benefits of trust services. Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations. Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires. Participates in company meetings and provides updates to management and Premier Trust teams as necessary. Enters and maintains Salesforce business development data and production of the new business, management, and similar reports Recommends improvements to workflow and processes on an ongoing basis Manages staff as appropriate or as designated by Director of Business Development Develops and trains staff in accordance with Premier Trust and Osaic guidelines Sets an example by reflecting corporate values and encouraging that from others May be asked to create or edit marketing pieces and update collateral Coordinates and conducts communication with prospects and business partners Assists in planning and organizing conferences and events; includes presentation prep, materials needed, coordination of shipping, and reservations Organizes and maintains business development materials: Maintains and/or contributes toward corporate collateral Prepares reports as requested Other duties and ad hoc projects may be assigned to assist in efforts toward the company goals. Maintains strict confidentiality of all records and data received and produced Complies and stays current with all applicable company policies, state laws and regulations Exhibits objectively and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit. Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct Ability to work independently and in a team environment Comply with all company policies and procedures, state laws and regulations Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies and procedures, by properly verifying the identity of any person/entity with fiduciary responsibility on an account and maintaining records of the information used to verify the person/entity. Report any customer suspected of suspicious activity, including elder abuse, immediately to the BSA/Compliance Officer Participate in required annual BSA/AML/OFAC and Compliance Training Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Basic Requirements: 2-3+ years of related experience and/or training or the equivalent combination of education and experience. Advanced skills in and personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel, etc.) programs. Typing skills to meet production needs of the position. Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. Advanced knowledge of general office practices. Ability to define problems, collect data, establish facts, and draw valid conclusions. Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio and percent. Advanced oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees. Advanced organizational and time management skills. Ability to work without general supervision while performing duties. Ability to write effective forms of communication. Preferred Requirements: Trust Administration, Financial Industry or Estate Planning experience preferred, but not required. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related. Current Employees and Contractors Apply Here

Country: United States of America Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity? Otis is growing and we are recruiting an Account Manager to cover Reno territory and reporting to the Sales/Ops manager. The main goal of the role is to achieve sales growth through developing a customer prospect pipeline focusing on winning new maintenance contracts, with additional responsibility for selling incremental repair projects. On a typical day you will: Manage a portfolio of elevator units through maintaining good working relationships with existing customers Serve as primary contact for timely resolution of customer needs surrounding inquiries Develop new customers via cold calling, networking, bids and tenders Develop your own sales strategy to achieve sales targets Use Otis' sales tools to effectively track opportunities, pipeline, and forecast sales results Conduct sales negotiations and close deals Collaborate with fellow team members, including other sales representatives and field colleagues What you will need to be successful: You have a business or technical degree or have completed training as a technician or technical business administrator, and 3+ years of prior work experience You have initial experience in the sale of technical service agreements requiring consultation. You have a strong customer and service orientation, including excellent interpersonal skills You are characterized by a high level of commitment and reliability. You are target focused, with the ability to work at pace in a demanding, complex, corporate organization What's In it For Me / Benefits: You will receive a long-term employment contract with the world market leader in a crisis-proof industry. We offer you remuneration in accordance with local standards plus: Otis currently provides our colleagues with the following benefits: 401(k) plan that includes generous company match and a separate automatic retirement contribution Comprehensive medical, prescription drug, dental and vision coverage for colleagues and their eligible dependents, beginning on their first day of employment Three weeks paid vacation and paid company holidays Paid sick leave - Employee assistance and wellness incentive programs Life insurance and disability coverage Voluntary benefits, such as legal, pet, home, and auto insurance Birth/adoption and parental leave benefits Adoption assistance Tuition reimbursement program Peer recognition and service anniversary awards, as well as spot performance bonus opportunities Salary Transparency: The salary range for this role is $69,200-$95,150. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2 billion people every day and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 69,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company. When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge. We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs. Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here. Become a part of the Otis team and help us #Buildwhatsnext! Otis 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 or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at ****************. Privacy Policy and Terms: Click on this link to read the Policy and Terms

**The Best Teams are Created and Maintained Here.** At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. We're looking for an Account Manager. Can you picture yourself here? **Here's what you'd do:** The Account Manager is the primary contact for clients. The Account Manager builds long-term relationships that foster client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. **You'd be responsible for** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio + Develop accurate estimates and takeoffs for both new and existing clients as needed + Ensure design and bid for proposed enhancement projects are delivered to clients in a timely manner + Generate referrals from existing client base and communicate to the Business Developer + Develop and maintain long-term relationships with clients focusing on all pertinent points of contact + Develop and maintain a schedule to perform "site walkthroughs" during formal meetings with customers to ensure quality and service expectations are met + Lead and facilitate the resolution of client issues or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing clients + Communicate regularly with the Operations Manager to ensure client needs and expectations are consistently met or exceeded + Coordinate consistent and timely site visits with Operations Manager to review site quality and to ensure that client expectations are met + Support the efforts for hiring, training and coaching the field crews that support the assigned portfolio + Promote compliance of all safety regulations and policies + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain satisfactory accounts receivable levels and CRM account notes as appropriate + Coordinate with the Branch Administrator to ensure databases are consistently updated with current client information + Other tasks and duties as assigned by Branch Manager **You might be a good fit if you have:** + Associate degree in a business-related field or equivalent experience. + Minimum of 3 years of prior customer service, management, and leadership experience with an organization in the landscaping industry or local marketplace. + Effective written and verbal communication skills. + Ability to coach, develop and foster a teamwork environment. **Here's what to know about working here:** Here at BrightView, we're as passionate about caring for our clients as we are about caring for each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home. If you're looking to join a team of talented go-getters who tackle big vision projects other companies could only dream of, you just might have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve. **Growing Everyday** Like the communities we serve, you are on a constant path of discovery to shape your career and personal development. In addition to best-in-class opportunities and competitive salary, you may be eligible for benefits and perks like: + Paid time off + Health and wellness coverage + 401k savings plan Salary: $60,000-85,000/yr **Start Your Bright New Career Journey** _BrightView is an Equal Employment Opportunity and E-Verify Employer._ **Compensation Pay Range:** Salary: $60,000-85,000/yr **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

State Farm Insurance Agent located in RENO, NV is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Kelby Schoorl - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated Detail oriented Ability to make presentations to potential customers If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Jim Tatro - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Christina Kantrud - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

**Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members! An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** . Responsibilities: + Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals. + Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity. + Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions. + Proven ability to manage a geographic territory with both direct involvement and channel partners. + Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges. + Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory. + Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support + Use Dynamics CRM for opportunities, leads, and funnel management. Qualifications: + 5+ years of proven experience in sales and account management. + Bachelor's degree in engineering or electrical engineering preferred. + Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers. + Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win. + Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process. + Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities. + Experience in working with diverse channel partners within territory/geography. + Shown success in prospecting for and winning new customer/business. + Highly motivated self-starter. + Strong communication and presentation skills. + Ability to travel up to 50% of the year. \#LI-TD1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Bonus or Equity** This position is also eligible for bonus as part of the total compensation package. **Pay Range** The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500