Relationship manager jobs in Rocklin, CA

Application Deadline: 12/30/2025 Address: 500 Capitol Mall Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: Project Management Change Management Expert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $122,400.00 - $228,000.00 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.

Full-time Description Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis. Essential Duties and Responsibilities include the following. Other duties may be assigned. Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs. Review accounts on a monthly basis. Build strong relationships with clients' HR teams, senior managers, and other key stakeholders. Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE. Responsible for obtaining and revising necessary information on the account and completing all activity as required. Work on new client implementations. Prepare, Manage and understand and provide critical review of monthly reports Ensure execution of contract and any renewal adjustments by working with finance and sales. Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates Work internally to create and maintain plan documents. Mediate between client and carrier. Create and update plan documents during and after Implementation Create and update ID cards during and after Implementation Maintain PPO Network contract application and Plan Cost Reports Respond to Anthem Blue Cross Utilization Management update requests Appropriately escalate issues and opportunities to Upper Management as need be. Provides feedback to assist in the creation of performance improvement goals and development of training programs. Ensure proper handling of customer issues and concerns. Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards. Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management Performs other duties and responsibilities as assigned by Management. Supervisory Responsibilities: This job has no supervisor responsibilities Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above. Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position. Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office. Salary Description $25.00 - $27.00 DOE

Job DescriptionDescription: Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retains and expands relationships with existing customers. Prospect and close new business relationships. Grow net revenue year after year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement plans for sourcing prospects and new customer relationships. Manage customer relationships and introduce product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure positive customer experience. Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills; to include the use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Leadership skills and ability to foster and sustain collaborative work relationships within the bank. Strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree (Master's degree preferred). Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $200,000 annually. Pay range may vary based on skills, experience, and location

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 Sacramento, CA. This is a full-time position that offers a competitive base salary, plus commission, bonuses, car allowance, benefits, and a WONDERFUL company culture. 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: Newest Company Video with Keanu Reeves! 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!

Join Our Growing Team as a Vendor Relationship Manager - Build Strong Partnerships for Success! Are you passionate about cultivating relationships, managing vendor partnerships, and driving business excellence? We're looking for a proactive and results-oriented Vendor Relationship Manager to join our dynamic team. In this role, you'll lead the development, management, and optimization of vendor relationships to ensure seamless collaboration and operational success. Why You'll Love This Role: 💼 Comprehensive Training - Gain the tools and support needed to excel, whether you're experienced or new to vendor management. ⏰ Flexible Work Schedule - Full-time or part-time opportunities with remote flexibility. 📈 Career Growth - Clear pathways for advancement into leadership, procurement management, or operational strategy roles. 💰 Competitive Compensation - Base pay plus performance-based incentives and bonuses. Key Responsibilities: Build, maintain, and strengthen relationships with vendors to ensure mutual success. Develop and execute vendor management strategies to optimize performance and ensure alignment with business goals. Act as the primary liaison for vendors, facilitating clear communication and issue resolution. Collaborate cross-functionally with procurement, operations, and finance teams to streamline vendor processes. Track and analyze vendor performance metrics, providing actionable insights and recommendations. Identify and onboard new vendors through strategic sourcing and relationship management. What We're Looking For: ✔ Excellent relationship-building and communication skills ✔ Strong negotiation and problem-solving abilities ✔ Experience in vendor management, procurement, or supply chain operations preferred ✔ Data-driven mindset with the ability to analyze performance metrics and trends ✔ Self-starter who thrives in a collaborative, fast-paced environment Perks & Benefits: ✅ Paid training and continuous mentorship ✅ Health insurance and retirement plan options ✅ Incentive bonuses and performance recognition ✅ Growth opportunities into senior leadership and strategic roles 🚀 Ready to Build Strong Vendor Partnerships? If you're excited to manage vendor relationships and contribute to the success of a purpose-driven organization, we'd love to hear from you! 👉 Apply now and join us as a Vendor Relationship Manager-where collaboration meets opportunity!

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. ABOUT ALLWORTH: Allworth Financial (************************** is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. The firm is known for its direct, client-first approach to financial planning. Allworth delivers both long- and short-term investment strategies to help clients achieve their financial goals and prepare strategically for retirement. Headquartered in Sacramento, California, Allworth Financial is a high-growth, private equity-backed, multi-branch Registered Investment Advisor (RIA). Primarily a fee-based, employee-centric fiduciary firm, Allworth prides itself on prioritizing client well-being and education. Recognized by Barron's as a Top 40 RIA, Allworth is a multi-billion-dollar firm poised for continued expansion through both strategic acquisitions and robust organic growth. Allworth has also been recognized as a great place to work. It recently received the prestigious “Circle of Excellence” award from the National Business Research Institute for outstanding employee and client satisfaction-placing it among the top firms in America. This is a full-time, Non-Exempt Hybrid role based out of our offices in Folsom, CA. The salary range for this position is $81K to $120K, which is a base salary plus bonus. SUMMARY: In this role, you will be responsible for driving organic growth by engaging and educating prospective clients on the value Allworth Financial can bring to their lives. Your primary objective is to help individuals determine whether Allworth is the right fit for their financial needs. When there is alignment, you will identify the most suitable fiduciary financial advisor from our team and guide the prospective client through a smooth and thoughtful onboarding process. You will interact with individuals across the United States through a variety of lead channels. While structured talking points and sample scripts are available, our most successful team members internalize these tools to conduct genuine, engaging conversations with people from all walks of life. As a key member of our inside sales team, your interactions will serve as the first step in each client's journey with Allworth Financial-making this a high-visibility, high-impact role. If you are a proven sales professional seeking a challenging yet rewarding opportunity within a collaborative, goal-driven environment, we encourage you to apply. DUTIES AND RESPONSIBILITIES: Sales Engagement & Communication Communicate confidently and persuasively with high-net-worth individuals, establishing strong rapport and instilling trust. Deliver a compelling and professional first impression that reinforces Allworth Financial's reputation and enhances sales opportunities. Effectively handle and nurture relationships with high-value prospects, ensuring a premium client experience aligned with their expectations. Consistently articulate Allworth's value proposition in a clear, confident, and client-centric manner. Sales Execution & Goal Achievement Partner collaboratively with internal colleagues and sales leadership to achieve and exceed aggressive sales targets. Take ownership of individual sales initiatives, exercising sound judgment and independence in identifying the most effective path to goal attainment. Execute a high volume of outreach, including outbound calls, to consistently drive pipeline growth and progress toward key sales objectives. Sales Process & Innovation Engage prospective clients swiftly and effectively through Allworth's structured sales flow, ensuring optimal conversion and progression. Proactively identify and pursue new opportunities for innovation within the sales process to maximize performance and client engagement. Demonstrate resilience and tactical acumen when handling objections, ensuring prospects receive the support they need while advancing the sales conversation. QUALIFICATIONS: Along with the information above, we will be looking for the following qualifications in our candidates. Sales Experience & Track Record 4+ years of proven success in a consultative sales environment, with a demonstrated ability to uncover needs and deliver tailored solutions. Consistent history of achieving or exceeding sales goals, reflecting strong personal drive and strategic selling acumen. Experience in high-volume sales settings, adept at managing multiple leads and maintaining performance under pressure. Communication & Interpersonal Skills Exceptional verbal and written communication skills, capable of delivering compelling messages with clarity and professionalism. Strong active listening and rapport-building abilities, enabling quick connection and trust with prospective clients. Able to communicate effectively and empathetically across diverse audiences, including a wide range of professions and socioeconomic backgrounds. Adaptability & Mindset Flexible, approachable, and resilient, with the ability to thrive in dynamic environments and quickly adapt to evolving goals and priorities. Open to feedback, responsive to change, and consistently maintains a positive, solutions-oriented attitude. Technical Proficiency & Learning Agility Demonstrated ability to adopt new technologies quickly and become proficient in using CRM tools, sales enablement platforms, and digital communication systems. Self-motivated learner with an established capacity for mastering new systems and tools to enhance performance and productivity. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Commercial Banking Relationship Manager in Sacramento, CA** . This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships. **Essential Functions:** + Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. + This position will focus on companies with revenue of $50mm+ Acts as the principal account and relationship manager for new and existing clients. + Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. + Calls on existing relationships to review portfolios and makes recommendations as needed. + Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Responsible for monitoring credit performance. + Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. + Cross sell other bank products. + Other duties as assigned. **Qualifications:** + Requires a Bachelor's and some experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. + Knowledge of lending, credit analysis preferable in a commercial lending environment. + Ability to expand loans, client relationships and cross sell bank products. + Familiarity of the sales, loan processing and closing processes. + Requires skills and experience in applicant interviewing and perceptive character judgment. + Ability to structure loans and monitor credit performance. + Must have good interpersonal and communication skills. + Working knowledge of software applications, including word processing and spreadsheets. + Manages a small commercial portfolio. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts + Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits, including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **This position is eligible to earn a base salary in the range of $200,000 - $230,000 annually depending on job-related factors such as level of experience.** **Req ID:** 068008 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Job Summary The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations. Responsibilities Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively. Work directly, professionally and collaboratively with operations team, client, product, implementation and other cross-functional teams as required to meet the client's needs. Provide proactive communication to client related to operations status updates, as well as product and software enhancements. Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation. Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's). Monitor customer satisfaction levels. Continually maintain awareness of client's business needs. Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report notable concerns to leadership and provide suggestions for resolution. Effectively lead calls with assigned client's and cross functional team members. Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis. Review and update Audit Results weekly/monthly. Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns. Client Invoice/Credit Review. Ensure service modifications and enhancement requests are thoroughly vetted and outlined. Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation. Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies. Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures. Provide coverage of responsibilities in the absence of team members, peers or management. Establish cadence and facilitate client meetings. Perform other duties as assigned or needed. Travel is required. Position is hybrid work in office/home Salary Range $77,000 - $115,700

The Sr. Commercial Banking Relationship Manager a full range of CRE lending and banking services to commercial customers. This includes determining credit eligibility, preparing loan narratives, ensuring loans meet appropriate criteria, and effectively cross-selling products. This officer would generate $20 to $30mm of new loan outstandings annually and manage a portfolio of loans between $50mm and $100mm. What You Will Be Doing * Active solicitation of new CRE business and growth of new relationships * Gathering and analyzing CRE due diligence to recommend structure for a credit decision * Preparing loan presentations for Senior Management * Assuming full responsibility for quality, completeness and accuracy of all documentation in the loan portfolio. * Ensuring the CRE loan portfolio is actively managed for covenants, maturities and risk rating recommendations. * Gaining comprehensive knowledge of all bank products in order to cross sell Retail, Treasury Management and Wealth Management. * Contributing to Bank's overall management objectives by participating in leadership meetings and supporting bank goals * Participating in a variety of community-oriented and professional organizations * Bachelor's degree from a four-year college or university in Finance or a related field * Seven or more years related commercial banking experience and/or training * Proficiency in Microsoft Office 365 Suite of Products * Ability to read, analyze and interpret financial reports and legal documents * Keen sense to respond to inquiries/requests from clients and/or prospects * Effectively present information to senior management, public groups and/or boards of directors * Demonstrated ability to define problems, collect data, establish facts and draw valid conclusions * Interpreting financial data provided Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $166,000 - $205,000.

**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"

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. * Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. * Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. * Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. * Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. * Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service * 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 all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies 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. * Responsible for timely, accurate invoicing and monthly expirations. * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. * Other duties may be assigned. Marketing * In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. * Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. * Prepare proposals and provide other technical support in the sales process as needed. * Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. * Other duties may be assigned. Personal and Organizational Development * 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 up-to-date proposals, workflow logs, manuals or other required 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. * Other duties may be assigned. * Work effectively to resolve problems or enhance service in a timely manner. * Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Ensure expert knowledge is maintained. KEY COMPETENCIES * Full knowledge of Property Casualty lines of coverage and services. * Recognize problems and respond appropriately. * Able to analyze situations logically in order to draw solid conclusions. * Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. * Strong attention to detail and time management abilities. * Strong ability to multi-task and assign priority. * Ability to work effectively and efficiently both with and without direct supervision. * Ability to work effectively and efficiently in a team environment as well as independently. * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE * High school diploma or G.E.D. equivalent required. * College degree preferred. * Two or more years of experience in mid-size brokerage or carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include 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 * California Fire and Casualty Broker License * Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 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-MS2

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 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.

We re looking for a Client Relationship Manager to join our team! Responsibilities Include Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they re deriving value from our offerings, all in a timely and professional manner Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank Collaborate with internal partners as needed to gain insights and information for proposal development Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship Facilitate the closure of deals, ensuring all parties are aligned on terms Monitor and analyze client performance metrics to track success and identify opportunities for improvement Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank Develop and execute strategies to retain clients, expand their engagement and drive revenue growth Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients What You ll Need to be Successful Customer Service respond promptly to customer needs Professionalism treat others with respect and consideration regardless of their status or position Service promptly respond to requests for service and assistance; meet commitments made to customers and other employees Initiative strive to continuously build knowledge and skills and share expertise with others Ambition looks for, and takes advantage of, new opportunities Collaboration ability to work well with other departments and individuals Impact create a good first impression, commanding attention and respect, showing an air of confidence Quality commitment to excellence and high standards Motivation set and achieve challenging goals Qualifications Bachelor s degree in business, marketing or related field, or equivalent experience (8 years) required 5+ years of experience as a Client Relation Manager or similar role required Proficiency using Profit Intel or similar CRM system preferred Why You Should Apply Full-time position with excellent compensation and benefits package Generous time off programs Bonus program Profit-sharing Discounted stock purchase program Excellent growth and development opportunities And much more! Pay Range (Salary): $95,000.00 - $100,000.00/year The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management. First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status. The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.

JobID: 210690430 JobSchedule: Full time JobShift: Base Pay/Salary: Sacramento,CA $114,000.00-$176,000.00 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 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.

As the Clinical Account Manager (CAM) here at Hologic, you will lead the way to achieve year on year growth within your territory for our GYN Surgical portfolio inclusive of NovaSure global endometrial ablation and MyoSure tissue removal systems. Your success will expand our geographical reach, helping thousands of people to live healthier, longer lives whilst simultaneously developing your personal brand as an expert in the medical device field. You will achieve this by: * Sculpting the strategic business plan to maximize Hologic's market share. You will develop and manage sales funnels to analyze, track and provide accurate forecasts. * Crafting long-lasting relationships with our new and existing customers, becoming a trusted advisor and partner to key decision makers. * Providing clinical expertise in the surgical space. Supporting physicians and other clinical professionals with technical support in surgery. * Educating through case coverage our surgeons and nurses on NovaSure and MyoSure technology. * Collaborating effectively with your wider team including clinical, sales, service, technology and national accounts What We Expect: * Education: * Bachelor's degree required in a scientific, biomedical, business or marketing discipline. * Experience: * Our mission is to be a global champion, and to do this we need you to be passionate, best-in-class and grounded in science. You will have the natural ability to build meaningful business relationships, be able to handle objections and negotiations eloquently. * Demonstrating 1 - 2+ years of sales experience. Medical sales experience is an advantage. You'll be the top performer in your existing company, winning prestigious awards such as Presidents Club and/or Circle of Excellence. * Since this position requires extensive driving during the workday, a valid driving license and satisfactory driving record, as well as a serviceable vehicle available for work use is mandatory. * Additional Details: * Since this position requires extensive driving during the workday, a valid driving license and satisfactory driving record, as well as a serviceable vehicle available for work use is mandatory. The position requires traveling to regional accounts and medical conventions which may necessitate overnight stays. So why join Hologic? We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. We offer a competitive salary as well as quarterly commission based on sales target. If you have the right skills and experience and want to join our team, apply today. The total compensation range for this role is $75,000 to $120,000 . This is based on a base salary and commission plan combination. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, territory/ geography, education, business needs, market demand and performance versus quota Agency and Third Party Recruiter Notice: Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered. Hologic's employees are subject to third-party COVID-19 vaccination requirements, including from customers and governmental entities. Hologic is an equal opportunity employer and consistent with federal, state, and local requirements, will consider requests for reasonable accommodation based on disability or sincerely-held religious beliefs where it is able to do so without undue hardship to the company. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans. #LI-LB2

Job Description Mission: At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services. Vision: To become the nation's premier faith-based Trusted Ministry Advisor, founded on collaborative stewardship, integrity, and a thriving organizational culture. Why You'll Love Working Here: Opportunities for Growth: Whether pursuing your CPA or expanding your accounting expertise, there's ample room for career advancement at C&A. Passion for Service: If you thrive on delivering exceptional service and exceeding client expectations, you'll fit right in. Tech-Savvy Environment: Embrace our tech-forward approach where we leverage cutting-edge tools to enhance efficiency and reduce costs. We prioritize finding the right fit over the perfect resume! If you feel our team is a place where you belong, we'd love to hear from you! Win: Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making. Internal Responsibilities and Duties: Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions. Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion. Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks. Ensure adherence to company standards and implementation of best practices in accounting processes. Review and approve financial reports, ensuring accuracy and timely publication. Identify and address any discrepancies in financial data, providing solutions where necessary. External Responsibilities and Duties: Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner. Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends. Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency. Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation. Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health. Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided. Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant. General Requirements: Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines. Ability to follow processes, think critically, work independently, and prioritize tasks. Desire to grow with the firm and take on additional responsibilities. Overall, the ideal candidate should possess strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement. Qualifications: Bachelor's degree in Business, Finance, or Accounting preferred, or equivalent relevant experience. Strong grasp of accounting principles. Proficiency in cloud-based technologies. Comfortable working with churches. Ability to work additional hours as needed. Capable of managing multiple clients with varying deadlines. Benefits: Comprehensive health, vision, dental, and life insurance coverage. Company-sponsored 401k with a 4% matching contribution. Generous PTO policy including 3 full weeks and holidays.

Job Description We are conducting a highly selective search for an Account Manager (AM) to drive adoption of life-saving respiratory technology across the West Coast. This is not a traditional transactional sales role-it's a clinical value-based sales position. You'll develop hospital relationships, expand ED utilization, and help scale a proven commercial model in one of the fastest-growing segments of acute care. About the Opportunity: Our client is a globally recognized innovator in aerosol drug delivery technology, trusted across ICUs, emergency departments, and respiratory care units in top hospitals worldwide. Proven technology: FDA-cleared vibrating mesh platform that delivers medication more efficiently and deeply into the lungs. Market momentum: Recently secured a major Vizient contract, opening access across key IDNs. Clinical impact: Reduces length of stay, improves patient throughput, and delivers measurable cost savings. Growth trajectory: Expanding from 48→64 territories with consistent double-digit growth and strong commercial presence across the U.S. This is a high-visibility role with significant growth potential as the company continues its rapid expansion. What You'll Do: Develop and expand territory across ~30 hospitals in your assigned West Coast region. Drive ED adoption by expanding utilization in underpenetrated emergency departments. Build strategic relationships with respiratory therapists, ED physicians, procurement teams, and hospital administrators. Navigate complex hospital sales cycles with a consultative, clinical value-based approach. Position solutions based on ROI and hospital efficiency improvements, focusing on patient outcomes. Leverage the Vizient contract to accelerate growth and open new opportunities. Balance time strategically between developing existing accounts and opening new ones. What You Bring: Experience: 2+ years in medical device, pharmaceutical, or hospital sales with a track record of success in acute care environments. Clinical knowledge: Respiratory Therapist (RRT) credential strongly preferred; ability to speak credibly to healthcare professionals. Hunter mentality: Self-starter who can identify and develop new opportunities while expanding existing accounts. Consultative approach: Strong presence with clinicians and administrators; credible, persuasive, and solutions-oriented. Strategic execution: Comfortable positioning solutions based on clinical outcomes, ROI, and operational efficiency. Autonomy and accountability: Thrives with ownership and operates with high integrity and consistent follow-through. Travel readiness: Willing to travel extensively across your assigned territory. Open Territories: Inland Empire (Riverside, San Bernardino, Murrieta) Sacramento / Reno Las Vegas / Salt Lake City Seattle (anticipated in December) Why Join? Impact: Drive adoption of clinically validated, life-saving technology that improves patient outcomes. Growth runway: Join during a major regional expansion with clear advancement opportunities. Stability meets scale: Join a company with a 7+ year track record of growth in the U.S., backed by strong clinical validation and market demand. Culture: High-performance environment with supportive leadership that empowers ownership and strategic thinking. Proven success: Fisher Search Group has placed 60+ reps with this client since 2017. Compensation & Perks: Base: $100K-$110K (stretch to $115K for RRTs with sales experience) OTE: $175K-$190K (top performers earning significantly more) Ramp support: 3-month commission guarantee during onboarding Perks: Company vehicle, gas card, personal expense reimbursement, excellent benefits, and 401(k) match Timeline: Best time to move: Late Oct/early Nov → January 3, 2026 start date About Fisher Search Group This search is conducted in partnership with Fisher Search Group (FSG), the only medical device sales recruitment firm built as a vertically integrated talent ecosystem. We don't just place top performers-we support talent at every stage of the journey: Helping candidates break into medical sales. Guiding professionals as they grow their careers. Partnering with companies to build and scale world-class sales teams. Showcasing stories and insights on the FSG Leadership Podcast (4,000+ subscribers on YouTube since 2024). Convening elite leaders in our exclusive FSG Peer Groups, where the best in medtech sales gather to share, learn, and lead. Fisher Search Group is where the Top 1% of medical device sales talent connect, grow, and lead the industry forward. Explore more here: FSG Leadership Podcast

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 17 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.