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Relationship manager jobs in Saint Louis, MO

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  • Automation Controls Account Manager

    Murphy Company 4.6company rating

    Relationship manager job in Saint Louis, MO

    Murphy Company, the Best Choice in Mechanical construction since 1907, is hiring an Automation Controls Account Manager for our Service team, located in our St. Louis, MO. Office. Since 1907, Murphy Company has been a leading mechanical contractor in St. Louis and Denver markets that provides its professionals the environment, opportunities, technology, and tools to experience a rewarding career. Being a company that prides itself on its core values of employee well-being, enduring relationships, integrity, and professionalism, we know it starts with our employees. We strongly believe our people are our most important asset, and we strive every day to make Murphy a great place to work as we build our clients' visions. JOB SUMMARY Obtain new and ongoing work for Murphy's Automation Controls Department by establishing and maintaining effective contact with existing accounts and potential buyers of Building Automation Systems installation, maintenance, and repair services. DUTIES & ESSENTIAL JOB FUNCTIONS Responsibilities include, but are not limited to: Prospect for new business with commercial, institutional, and industrial building owners, property managers, owner's representatives (Architects / Engineers), and general contractors. Build partnering relationships with existing and potential decision makers regarding building automation system installation, maintenance, and repair work. Develop and execute business plans for defined targets. Include methods, contact personnel, and short- and long-term work goals. Ensure consistency with Murphy's overall business plan and market strategy. Identify customers' operational and environmental objectives, needs, and requirements. Actively listen, probe, and identify concerns. Clarify Murphy's capabilities and expertise and provide strategic technical solutions. Position renewable service agreements as a valuable and cost-effective partnership whenever feasible. Work with the internal Murphy team to create competitive, high-quality, and timely estimates and proposals. Negotiate value, resources, and capabilities. Maintain positive relations with Service and Construction Operations personnel. Track renewal dates on maintenance contracts. Ensure customer satisfaction and positive account status prior to contract expiration. Monitor sales activities and adjust to market changes as necessary and as directed. Actively assist in the collection process for all assigned accounts. Promote Murphy's various offerings where practicable. Communicate potential opportunities to the supervisor. We Are Looking For Someone Like You 2+ years of automation controls, mechanical service, construction, or related experience Experience in a related field with a strong emphasis on business and marketing, or an equivalent amount of technical training and practical experience Outstanding verbal and written communication Exceptional negotiation skills Self-starter with the ability to work well as part of a team and independently Proficient in Microsoft applications and CRM software Ability to travel up to 10% What We Will Bring to the Table A collaborative, family-friendly work environment Knowledge and expertise that has helped us grow and thrive for the last 118 years Competitive pay and an excellent benefits package, including health and life insurance, a robust wellness program, 401(k), and profit sharing. A personal time off plan that rivals our competitors
    $48k-80k yearly est. 2d ago
  • Client Partner | Financial Services

    Slalom 4.6company rating

    Relationship manager job in Saint Louis, MO

    Who You'll Work With Our Financial Services industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Slalom is actively seeking a Client Partner in St. Louis to grow the Slalom brand within our Financial Services clients across Insurance & Wealth Management. This Client Partner will lead the way in solving the industry's most pressing challenges across all our services. This role is targeted at a Director level. Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? We'd love to get to know you! What You'll Do Business Development: * Identify and pursuit lead opportunities within your assigned clients. * Comfortable selling to and creating new opportunities within your assigned Financial Services clients. * Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions. * Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Services clients. Client Service and Delivery Leadership: * Drive account growth by developing annual account plan(s) and executing the strategy to drive new sales. * Own key strategic relationships as well as manage our relationship plan across our broader account team * Guide the engagement teams to ensure strong delivery is aligned with the client's goals. * Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives. * Lead from the front through billable roles on active engagements such as client service lead, SME, or accountable executive. * Provide oversight and governance across all sold/managed engagements. * Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline. Portfolio Leadership: * Assist in developing the industry strategy and business plan for the portfolio. * Collaborate with other practices to bring new solutions to the market. * Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth. * Provide thought leadership to clients through developing market POVs. What You'll Bring Industry Background / Knowledge: * Deep understanding in at least one of the following sub-industries: Banking, Insurance and/or Wealth Management. * Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). Examples: * Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation. * Versant in AI related use cases within the financial services industry * Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance. * Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry. Qualifications, Skills, and Competencies: * A minimum of 7 years of experience in Financial Services OR a minimum of 7 years' experience within a leading consulting firm with a focus on the functions above. * MBA or equivalent preferred. * Comfortable working with and selling to senior Financial Services Executives. * You must live within a commutable distance of the St. Louis Metropolitan Area. About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $161,000 to $258,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
    $161k-258k yearly Easy Apply 17d ago
  • Relationship Manager II

    TIAA

    Relationship manager job in Saint Louis, MO

    This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards. **Key Responsibilities and Duties** + Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems. + Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session. + Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships. + Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. + Ensures the delivery of high quality charitable gift plan consulting services to clients. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $126,000/yr - $176,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $126k-176k yearly 60d+ ago
  • Sr Commercial Banking Relationship Manager

    First Bank 4.6company rating

    Relationship manager job in Saint Louis, MO

    Sr. Commercial Banking Relationship Manager The Sr. Commercial Banking Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently grow, through new name acquisition and up-sell, and manage a loan portfolio between $75MM to $100MM. What You Will Be Doing * Independently handling all relationship types, including relationships with complex loan structures * Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects * Providing leadership to other bankers within the group * Generating New Business development * Preparing and supervising loan packages for presentation to Senior Management and Loan Committee * Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality * Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals * Actively participate in community-oriented and professional organizations to provide additional networking and referral opportunities * Bachelor's degree from a four-year college or university in Finance or a related field, required * Seven or more years related commercial banking experience and/or training * Proficiency in Microsoft Office Suite of products * Demonstrated experience to read, analyze, and interpret financial reports and legal documents * Proactive approach by responding inquiries/requests from clients and/or prospects * Seasoned professional that has effectively presented information to top management, public groups and/or boards of directors * Ability to define problems, collect data, establish facts and draw valid conclusions * Keen ability to interpret 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. At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules for this role will include at least two full days in the office with more or all in-office days expected of our client facing teams. This is a client facing role. 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: $150,000 - $205,000
    $150k-205k yearly 18d ago
  • Client Manager- P&C

    Epic Brokers 4.5company rating

    Relationship manager job in Saint Louis, MO

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Indiana(Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in office JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. WHAT YOU'LL DO: Renewals & Marketing Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, prepare complete submission for Placement team with assistance from data management. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage within company guidelines and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Client Service & Support Respond promptly to client inquiries, including miscellaneous requests and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements using Ecomplete and file documentation. Audit processing, including review, disputes, and communications. Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI, EOP compliance; meet and resolve lender requirements. Prepare and deliver schedules of insurance. Maintain accurate and complete files on all policies and updates in the system. Coverage Strategy & Account Rounding Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross-selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. WHAT YOU'LL BRING: Minimum of 5 years of mid-to-large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail-oriented, organized, and deadline-driven. Ability to work independently and collaboratively in a fast-paced environment. High school diploma or equivalent; Bachelor's degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days Advanced insurance designation required (AAI or CIC). COMPENSATION: 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 Quarterly employee recognition program 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, Cancer 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. #LI-SG1 #LI-Hybrid
    $80k-130k yearly est. Auto-Apply 60d+ ago
  • Client Manager- P&C

    Edgewood Partners Insurance Center 4.5company rating

    Relationship manager job in Saint Louis, MO

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Indiana(Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in office JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. WHAT YOU'LL DO: Renewals & Marketing Manage the renewal process from start to close, including expirations and renewal start procedures. * Attend pre-renewal meetings to discuss exposures and strategy. * If remarketing, prepare complete submission for Placement team with assistance from data management. * Prepare and finalize renewal proposals, ensuring alignment with quoted terms. * Bind coverage within company guidelines and verify policy accuracy. * Complete final policy check signoff and deliver policy documents. Client Service & Support * Respond promptly to client inquiries, including miscellaneous requests and coverage questions. * Process endorsements, change requests, cancellations, and audits. * Handle billing, accounting, collections, and carrier discrepancies. * Prepare finance agreements using Ecomplete and file documentation. * Audit processing, including review, disputes, and communications. * Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance * Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. * Ensure COI, EOP compliance; meet and resolve lender requirements. * Prepare and deliver schedules of insurance. * Maintain accurate and complete files on all policies and updates in the system. Coverage Strategy & Account Rounding * Provide coverage recommendations and identify opportunities for account rounding. * Assist with retention of renewing accounts and identify cross-selling opportunities. * Serve as a resource for internal teams on processes, procedures, and insurance knowledge. WHAT YOU'LL BRING: * Minimum of 5 years of mid-to-large commercial account management experience. * Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). * Strong customer service and communication skills. * Detail-oriented, organized, and deadline-driven. * Ability to work independently and collaboratively in a fast-paced environment. * High school diploma or equivalent; Bachelor's degree preferred. * Valid Indiana Property & Casualty license or willingness to obtain within 90 days * Advanced insurance designation required (AAI or CIC). COMPENSATION: 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 Quarterly employee recognition program 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, Cancer 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. #LI-SG1 #LI-Hybrid
    $74k-111k yearly est. Auto-Apply 60d+ ago
  • Client Manager - Industry Insights

    Nielseniq

    Relationship manager job in Saint Louis, MO

    R25_0020336 At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking for a Client Manager to add to our Industry Insights team. This is a hybrid role and requires being onsite Monday - Thursday in St. Louis, MO. Job Description As a Client Manager, you'll be part of a team of experienced industry insights experts with the main goal to delight clients; supporting them for informed business decisions through delivery of analysis and insights on industries, markets and consumers using NIQ data with NIQ tools, following NIQ standards. You'll also be responsible for strong execution of the Service Model as well as guiding and coaching more junior members. Responsibilities: Work as a master of propriety NIQ tools and metrics and use these to help solve clients' business questions. Work closely with the CS Consultants to transform customer experience. During briefing sessions, independently respond to field business questions and develop analytical outlines that leverage multiple NIQ solutions into a cohesive story. Simplify/visualize data and translate numbers into a compelling story for clients with insightful callouts and actionable recommendations. Prepare and present insights/recommendations as per Academy Silver graduate level; i.e. always using SCQA and AP efficiently. Drive customer satisfaction through analyses and delivery of relevant and impactful insights. Proactive Solutions: Proactively uncover opportunities to deepen client engagement by aligning expanded service offerings with their strategic goals in collaboration with Account Director Execute strongly based on the service model. Take the initiative to remove roadblocks when they arise. Lead by example, guide and coach junior members. Champion an initiative within the business unit and provide guidance to peers in that specific area, also accountable for delivering as per the KPI on this area. Lead Thought Leadership Projects. Client briefing: In-market: Ensure client briefing is received as per the briefing form with all areas filled. Ask questions to client to probe and understand the real issue. Guides and supports junior on the same. Hub: Ensure briefing documents are received from the in-market with all areas complete. Ask in-market teams for clarity. Guides and supports juniors to do the same. #LI-Hybrid Qualifications 5+ years industry experience in the CPG industry and/or related sales, category management, market research. Prior experience with NIQ (or similar) solutions preferred in the analytics space, including POS/Panel Data. Proficiency in pulling, analyzing, and incorporating all NIQ data sources that are relevant to the client - i.e. RMS, Homescan, Omni, Spectra, etc. Proficiency in utilizing Discover and helping diminish/eliminate client concerns and roadblocks to drive usage. Ability to coach others in data analyses and working with NIQ tools. Curious person who likes building stories based on data to answer questions. Strong analytical mind and excellent numerical skills. Knowledge of Microsoft Excel, PowerPoint, and Google Sheets/Slides. Excellent command of both written and spoken English. Digital savvy and fast learner of concepts/tools/analyses. Masters's degree a plus. Additional Information This role has a market-competitive salary with an anticipated base compensation of $76,500 - $92,700. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include a flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support, and more. US Benefits Comprehensive healthcare plan (medical, Rx, dental, and vision). Flexible spending accounts and a Health Savings Account (including company contributions). Life and AD&D insurance. 401(k) retirement plan including company matching contributions. Disability insurance. Tuition Reimbursement. Discretionary paid time off program and 11 paid holidays. Flexible working environment Volunteer time off LinkedIn Learning Employee-Assistance-Program (EAP) Our Benefits Flexible working environment Volunteer time off LinkedIn Learning Employee-Assistance-Program (EAP) About NIQ NIQ is the world's leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights-delivered with advanced analytics through state-of-the-art platforms-NIQ delivers the Full View™. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world's population. For more information, visit NIQ.com Want to keep up with our latest updates? Follow us on: LinkedIn | Instagram | Twitter | Facebook Our commitment to Diversity, Equity, and Inclusion At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence. All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the ***************************************************************
    $76.5k-92.7k yearly 59d ago
  • ESOP Advisory Principal Relationship Manager

    Wells Fargo 4.6company rating

    Relationship manager job in Saint Louis, MO

    About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships * Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders * Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions * Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations * Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues * Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems * Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks * Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations Required Qualifications: * 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of ESOP related sales or advisory experience * Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) * Completion of formal credit training program * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. 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. * Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. * Compliance with state law registration and licensing requirements is mandatory. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Travel: Ability to travel up to 50% of the time Location: * 2700 S Price Road - Chandler, Arizona 85286 * 333 Market Street - San Francisco, California 94105 * 10 South Wacker Street - Chicago, Illinois 60606 * 299 South Main Street - Salt Lake City, Utah 84111 * 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 * 600 South 4th Street - Minneapolis, Minneapolis 55415 * 401 Las Colinas Boulevard West - Irving, Texas 75039 * 114 North Beaumont Street - Saint Louis, Missouri 63103 * 1300 Southwest 5th Avenue - Portland, Oregon 97201 * 999 3rd Avenue - Seattle, Washington 98104 * 333 South Grand Avenue - Los Angles, California 90071 None 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. $185,000.00 - $300,000.00 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: 25 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.
    $49k-81k yearly est. 7d ago
  • Relationship Manager

    Thrive 3.8company rating

    Relationship manager job in Evansville, IL

    Job DescriptionWe are looking for Sales Professional located in: Evansville, IN Belleville, IL The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned territory through sales and building long-term relationships, primarily with referral sources and associated merchants. This role will target growth from existing customers, and new potential customers/prospects for the business. JOB DUTIES AND RESPONSIBILITIES: • Builds and maintains a network of bank partners from which to identify new sales leads. • Sell new merchant accounts, whether self-sourced or referred by referral sources. • Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs. • Demonstrates the functions and utility of products or services to customers based on their needs. • Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale. • Maintains communication with existing and previous customers, alerting them of new products, services, and enhancements that may be of interest. • Reviews and utilizes reports regarding sales activities including calls, sales, lost business, and any customer or vendor relationship issues. • Performs other duties as assigned. EDUCATION AND EXPERIENCE: • Bachelor's degree preferred in Marketing, Sales, Business, Communication or related field • Two (2) years of sales experience preferred. KNOWLEDGE, SKILLS AND ABILITIES: • Excellent interpersonal and customer service skills. • Excellent sales and negotiation skills. • Strong analytical and problem-solving skills. • Proficient with Microsoft Office Suite and/or related software.
    $64k-96k yearly est. 7d ago
  • SBA Business Development Officer II

    First Busey Corporation 4.5company rating

    Relationship manager job in Creve Coeur, MO

    The SBA Business Development Officer II is responsible for developing, managing, and maintaining borrowing relationships related to SBA 7(a) lending. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The position will begin without an existing portfolio of clients and will grow through the cold calling and networking efforts of the Relationship Manager. The position will provide the flexibility of selling without a defined sales territory or specific geography related to the relationship manager's loan production office. Duties & Responsibilities SBA Business Development Officer II: * Provide financing, through the SBA 7(a) program, for purpose of the Owner/Borrower. * Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. * Structure and negotiate SBA credit transactions, complete initial underwriting and prepare credit package for submission both internally and to the Small Business Administration. * Pursue repayment of loans and contact customers whose loans are past due or have overdrawn accounts. * Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans. * Assist other lines of business with business development. SBA Business Development Officer I: * Develop an understanding of SBA origination, credit, and closing processes. * Partner with SBA Business Development Officer II to provide support with loan production, processing and business development. Education & Experience Knowledge of: * Strong oral and written communication skills * Strong sales and customer service skills * Small Business Administration (SBA) 7(a) knowledge, with a strong history of originating new loans and structuring to maximize value to the guaranty on the secondary market. Ability to: * Analyze and interpret numerical data * Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents * Make independent and difficult decisions within parameters of the Bank's loan policies * Originate new procedures and approaches to problems * Perform duties and make decisions under frequent time pressures Education and Training: * Requires Bachelor's degree with an emphasis in Accounting or Finance. * Previous banking, finance/credit or sales related experience preferred. * Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000 -$110,000/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. Application Deadline: December 31, 2025
    $80k-110k yearly Auto-Apply 35d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    JPMC

    Relationship manager job in Clayton, MO

    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) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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 Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners 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 Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship 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 Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience 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 current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done 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 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 Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines 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 In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $66k-98k yearly est. Auto-Apply 46d ago
  • Private Banking Officer

    Central Bancompany

    Relationship manager job in Clayton, MO

    The Private Banking Officer will serve as primary relationship advisor for high net worth and ultra-high net worth clients. This officer is responsible for developing and administering strategies, sales, and plans to grow the Private Banking division for our market. This officer is responsible for developing and deepening client relationships through need-based, high-level client service and through delivery of the full suite of the Central Bank Private Banking platform. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive banking and wealth management advice across commercial banking, retail banking, and trust businesses with skills in financial planning, investments, deposit and financial products, and other private banking services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Acquisition & Business Development * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. * Expected to be the expert level "market moving" and "rain maker" advisor with ability to bring in a significant level of deposits and investments and fee income products across retail and commercial banking. * Self-acquires significant new business by being active and well connected in the community. Client Service Excellence * Able to handle the most challenging, sensitive and complex relationships. * Team and peer group role model for other Private Bankers, Trust Relationship Managers, Commercial Bankers, and Retail Bankers. * Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Develop short and long-term initiatives that align with the company's vision and provide guidance, coaching and development opportunities for the Private Banking team, ensuring the success of the line of business. * Lead, mentor, and motivate team members (when applicable) to implement the Private Banking model's initiative, taking ownership for upholding the priority of concierge client service, our company's culture and driving it within the business unit. * Communicate decisions, priorities, and relevant information to appropriate members of the team as passed down from the Organizational level (when applicable). Strategic Planning & Business Line Partnership: * Oversee budget management, forecasting/planning, and expenditures, to maximize business unit's profitability with Private Banking Manager. * Develop strategic calling plans for maximizing investment, loan and deposit activities and results, in conjunction with other commercial banking managers within the organization. * Work with line of business leaders to develop marketing plans to maximize benefit to the Private Banking area as well as the overall organization. * Recruit & develop Private Bankers (PB) & Client Service Associates (CSA)(when applicable). * Assist in the development and oversight of the marketing and calling efforts of the business unit as it pertains to Wealth Management opportunities (specifically for Private Banking). * Determine proactive calling and cross-selling practices and behaviors for sales and service of client base. * Monitor and coach the Private Banking team (when applicable) to achieve the business unit's sales results, cross-selling productivity, and the creation of wealth management opportunities. * Plan and oversee marketing or external events with the assistance of the Bank, Central Trust Company, Central Investment Advisors, to maximize the organization's visibility in key segments of the market. * Work with commercial credit leadership to establish Private Banking guidelines for commercial lending referrals to meet our prudent lending standards and complement the Bank's overall strategic plan. * Consistent contact with organizational partners and management in Retail Banking, Commercial Banking, Trust Company, and Mortgage areas to maximize growth opportunities and expansion of new and existing client relationships. * Consistent contact with clients, prospects, referral sources (accountants, lawyers, medical professionals, centers of influence, outside organizations such as EPC, etc.). * Perform other duties as assigned. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. ADDITIONAL DUTIES AND RESPONSIBILITIES: * Assist others as needed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations. POSITION REQUIREMENTS: * Bachelor's degree, MBA, CFP or CRA preferred. * Demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex retail banking, commercial banking, and wealth management needs. * Minimum 7 years of experience in sales and client management experience in Private Banking, Wealth Management, or Commercial Banking. Minimum 7 years of developing and executing sales and marketing plans. * Experience with retail and commercial banking deposit products. * Demonstrated understanding of investments, banking, and trust concepts including, but not limited to, asset allocation on managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products. * Experience with an in-depth knowledge of equities, fixed income, structured notes, and alternatives. * Measurable track record of successfully selling to high net-worth clients. * Strong client relationship management and sales skills. * Experience in profiling and formulating strategies for potential clients. * Expert leadership and management knowledge/skills, such as divisional goal creating and setting, strategic planning, budgeting, P&L supervision, and personnel administration. * Excellent critical thinking, problem solving, and decision-making skills - having the ability to establish rapport across the company and effectively create and implement new strategies to address complex business issues and grow in a competitive and crowded wealth management space. * Strong analytical ability. * Easily adaptive to fast and sweeping change, high resiliency to business and company situations that may arise, while maintaining an optimistic outlook, and helping to cast a positive influence and mindset, that is in line with Central's culture and core values. * Ability to create a high performing team of individuals in the Private Banking and Wealth Management fields and successfully lead initiatives, projects and activities that achieve departmental and organizational growth and business objectives. * Excellent interpersonal skills, with particular strengths in an ability to work across the Organization and interact effectively at all levels of management and Bank peers. * High level proficiency with Microsoft Word, PowerPoint, Excel, and Outlook. * Ability to drive a vehicle. Must maintain a current, valid driver's license and an acceptable driving record for bank insurance purposes. * Ability to read, write, and speak English.
    $61k-83k yearly est. 3d ago
  • Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis

    Bank of America 4.7company rating

    Relationship manager job in Clayton, MO

    Chicago, Illinois;Pittsburgh, Pennsylvania; Auburn Hills, Michigan; Cincinnati, Ohio; Clayton, Missouri; Indianapolis, Indiana; Cleveland, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Summary:** The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs + Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + Data and Trend Analysis + Pipeline Management + Intellectual Curiosity **Required Qualifications:** + 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience + Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. + Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. + Professional proven sales skills and experience, including planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and accounting acumen. + Financial modeling experience and the completion of a formal credit training preferred. + Outstanding oral and written communication skills. + Demonstrated leadership ability. + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:** + Undergraduate degree in related field or equivalent work experience. MBA desirable. + Existing knowledge of the market preferred. + Active member/participation in local community organizations. + Highly desirable to have active networking contacts and Centers of Influence established in market. + Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $80k-107k yearly est. 39d ago
  • Account Manager

    Winco Window Company 3.7company rating

    Relationship manager job in Saint Louis, MO

    Career business development opportunity in Saint Louis, MO for an outgoing, competitive individual to become an Account Manager in a custom window industry that utilizes cutting edge technology in their premium products; and to assist Building owners and Architects with existing and new projects. Responsibilities: The ideal candidate must have good verbal and written communication skills along with being self-motivated, driven, and able to work outside your comfort zone. They must have a technical aptitude and be willing to learn our performance products. The ideal candidate is detail-oriented in order to close the sale profitably and engineered correctly to ensure our customer's success and increased revenue. They should be able to work independently but also as part of a larger team. General Job description: A Winco Account Manager maintains and interacts with existing customers utilizing various methods of contact including email, phone, and regular personal visits to increase utilization of our architectural products within assigned territories. They work with Winco Architectural Sales Reps to grow territory sales by qualifying customers, projects, review takeoffs and provide quotes from Winco's Estimating Department. They are based at the in St. Louis with annual visits to the market territories. Required travel 20%
    $49k-76k yearly est. Auto-Apply 37d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase 4.8company rating

    Relationship manager job in Clayton, MO

    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) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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 + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + 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 + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + 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 + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + 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 current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + 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 + 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 + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **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 + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $54k-80k yearly est. 44d ago
  • Multi-Specialty Account Manager - Saint Louis North, MO

    Lundbeck 4.9company rating

    Relationship manager job in Saint Louis, MO

    **Territory: Saint Louis North, MO - Multi-Specialty** Target city for territory is Saint Louis - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: St. Louis, Columbia and Kirksville, MO. **SUMMARY:** Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: **ESSENTIAL FUNCTIONS:** **Business Planning & Account Leadership** - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. **Selling** - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. **Customer Development** - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating "total office" account management where applicable. **Local Market & Therapeutic Area Expertise** - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. **Reimbursement** - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. **Pharmaceutical Environment/Compliance** - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. **REQUIRED EDUCATION, EXPERIENCE and SKILLS:** + Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university + 2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience. + Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually + Self-starter, with a strong work ethic, tenacity, and outstanding communication skills + Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment. + Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles. + Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives. + Must live within 40 miles of territory boundaries + Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements + Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck + Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation. **PREFERRED EDUCATION, EXPERIENCE AND SKILLS:** + Recent documented successful experience selling to general practitioners (GPs) and primary care centers. + Prior experience promoting and detailing products specific to CNS/neuroscience + Previous experience working with alliance partners (i.e., co-promotions) **TRAVEL:** + Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on ourcareer site (***************************************************************************************************************** . Applications accepted on an ongoing basis. **Why Lundbeck** Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on theU.S. career site (***************************************************************************************************************** . _Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit theU.S. career site (*********************************************************************** ._ _Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates inE-Verify (****************************************************************************************************************************** ._ **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real. **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real.
    $108k-125k yearly 4d ago
  • Account Manager

    SMC Corporation 4.6company rating

    Relationship manager job in Saint Louis, MO

    PURPOSE * The Account Manager is responsible for representing SMC in all business activities associated with current customer and distributor account support. This position also has the responsibility to create and develop new business relationships to increase market share and obtain growth. ESSENTIAL DUTIES * Retains and profitably grows sales through proactive management of top strategic accounts and SMC distributors * Presents all of SMC's capabilities, services and products to current and prospective customers and SMC distributors * Serves as the primary contact for assigned customers and is responsible for customer satisfaction * Represents customer's needs and goals within the organization to ensure quality * Leads all aspects of the sales process, calling upon others to assist in solution development * Proactively manages customer's satisfaction and service delivery by anticipating potential service problems, and monitoring satisfaction * Completes detailed SAP and forecasts as required * Maintains/creates very strong and deep-rooted relationships with key decision makers within designated strategic target accounts; recognized and respected by customer's top management team within top rated accounts * Effectively utilize SMC tools and resources to ensure organizational consistency and efficiency * Meet or exceed target sales goals as detailed by Branch and Sales Managers * Complete market reports as new and relevant information becomes available * Manage SMC assets appropriately and be able to successfully calculate ROI using the RINGI process * Have passed all Pneumatic theory and other technical training required by SMC * Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional associations * Mentor, guide and teach SMC sales philosophy, strategies, and tactics to new SMC sales professionals * Document sales calls, projects, opportunities, contacts, success reports and activity in CRM * Successfully complete other duties as prescribed by the Branch Manager/Sales Manager PHYSICAL DEMANDS/WORK ENVIRONMENT * Fast paced environment (includes both office and field work) * Travel with some extended stay away from home * Physically capable of lifting SMC products and displays up to 50 lbs. * Varying work hours MINIMUM REQUIREMENTS * Bachelor's degree in Business, Marketing, related technical field, or equivalent experience. * Minimum five (5) years sales experience with SMC or equivalent industry sales experience. * Extensive knowledge of SMC product lines. * Comprehensive understanding of pneumatic components and their application. * Thorough understanding of SMC policies and procedures. * Detailed understanding of competitive product lines. * Excellent communication, problem-solving, and leadership skills. * Proficient in the use of computers and ability to learn new programs and tools as required * Clean driving record. For internal use only: Sales001
    $45k-72k yearly est. 35d ago
  • Account Manager-Employee Benefits

    Lockton 4.5company rating

    Relationship manager job in Saint Louis, MO

    Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients. Services designated book of business as relating to marketing, claims, and administration. * Responsible for routine service which includes the preparation of: monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report. * Meet with clients alone or in conjunction with Account Executive (AE) or Unit Manager according to standardized client meeting schedule and as needed. * Coordinate client mid-year/renewals by the following: * Ensure complete execution of mid-year/renewal checklist. * Prepare renewal report for AE/Unit Manager review. * Preparation of employee communication materials as needed. * Schedule and conduct employee meetings when necessary. * Conduct all marketing efforts as assigned by unit, which includes: * Ensure complete execution of marketing checklist. * Development of Request for Proposal (RFP). * Coordinate vendor responses and follow-up. Analysis and comparison of proposals. * Preparation of client report with recommendation for AE/Unit Manager review. * Handle new carrier and plan implementation and transition. * Ensure complete execution of implementation checklist. * Preparation of implementations schedule. * Coordinate preparation and delivery of employee communication materials utilizing carrier and client information * Schedule and participate in enrollment meetings. * Review of all agreements and/or documents (employee booklets, carrier contracts, etc.). * Review annual commission/fee reconciliation and prepare reporting for AE/Unit Manager. * Practice proactive follow-up on all outstanding issues by communicating status of each to the AE/Unit Manager. * Prepare monthly service reports by the 10th of the month, including appropriate distribution. * Work with internal teams to assist clients with compliance issues. * Participate in training/mentoring to junior associates. * Attend internal meetings/education programs. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Check out Lockton Benefits Offerings Here
    $35k-47k yearly est. 60d+ ago
  • Business Relationship Manager - Officer

    JPMC

    Relationship manager job in Clayton, MO

    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
    $66k-98k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorganchase 4.8company rating

    Relationship manager job in Clayton, MO

    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) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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 Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners 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 Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship 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 Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience 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 current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done 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 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 Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines 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 In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $54k-80k yearly est. Auto-Apply 46d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Saint Louis, MO?

The average relationship manager in Saint Louis, MO earns between $54,000 and $116,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Saint Louis, MO

$79,000

What are the biggest employers of Relationship Managers in Saint Louis, MO?

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