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Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies
Black & Veatch 4.1
Relationship manager job in Saint Louis, MO
**Client Advisory Partner - Water/Wastewater Utilities - East Region**
Company: Black & Veatch Family of Companies
**Together, we own our company, our future, and our shared success.**
As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference.
**Company :** Black & Veatch Corporation
**Req Id :** 110217
**Opportunity Type :** Staff
**Relocation eligible :** No
**Full time/Part time :** Full-Time
**Project Only Hire :** No
**Visa Sponsorship Available:** Yes
**Why Black And Veatch**
Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1.
Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use.
**The Opportunity**
As the **Client Advisory Partner of Water/Wastewater Utilities** ,you will have the opportunity to:
+ Work with CAMs, Client Segment Leaders, and Enterprise Evolution on Strategic account management, clarity on playbook and client zippering to avoid redundancy and friction with CAMS & Client Segment Leads
+ Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs
+ Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our clients' needs/planned growth areas
**Key Responsibilities**
+ Lead IA client engagement activities from opportunity creation to business capture
+ Generate and qualify business leads in the region
+ Co-develop client strategy working with CAM (segmentation, prioritization, identify key accounts, sales/GTM strategy)
+ Co-develop marketing strategy in collaboration with Strategic Growth (thought leadership, industry exp, etc.)
+ Accountable for client satisfaction Manage profit and loss for the region
+ Monitor industry trends to ensure competitive positioning in the market
+ Provide region Account/Client Strategy and oversight
+ Identify Strategic, Target and Opportunistic Accounts for the region
+ Be the voice of the Account/Client within IA
+ Conduct Account/Client Satisfaction Surveys for IA engagements
+ Implement strategies that enable the IA to obtain new business sales
+ Coordinate with other Market Sectors in pursuit of new business sales for the benefit of the entire company
+ Develop and implement the strategic go-to-market framework
+ Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts/Clients
+ Lead and guide Strategic Account Team
+ Lead the "Zippering" process for IA professionals and their counterparts inside the Account/Client organization, creating opportunities for sales and operations contacts within the Account/Client's organization
**Management Responsibilities**
**Minimum Qualifications**
+ Bachelor's degree or relevant work experience
+ Has successfully managed multiple engagements simultaneously
+ Contributor or leader to acquire new engagements
+ 12-15+ years in a business/consulting environment
+ All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.
**Preferred Qualifications**
+ Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt)
+ Strategic development/implementation
**Certifications**
Certifications related to area of expertise, where applicable preferred.
**Work Environment/Physical Demands**
+ Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments.
+ Travel up to 50%
**Competencies**
Action oriented
Customer focus
Interpersonal savvy
**Salary Plan**
CST: Consulting
**Job Grade**
019
Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned.
Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy.
Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program.
To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time.
A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program.
We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership.
By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients.
BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law.
For our EEO Policy Statement, please click.
**Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs.
**Job Segment:** Engineer, Wastewater, Architecture, Water Treatment, Engineering
$108k-148k yearly est. 6d ago
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Account Manager
Airgas, Inc. 4.1
Relationship manager job in Saint Louis, MO
Airgas is Hiring for an Account Manager Representative in St Louis, MO! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultur Account Manager, Manager, Sales, Diversity, Account, Manufacturing, Accounting, Benefits
$58k-86k yearly est. 6d ago
Account Manager, Illinois and Missouri
Doka USA
Relationship manager job in Saint Louis, MO
Doka USA is proud to be Certified™ by Great Place to Work ! We are committed to fostering a supportive work environment where all of our team members can thrive. As one of the world's leading companies for developing, manufacturing, and distributing formwork solutions for the construction sector, Doka employs more than 9,000 people in over 58 countries and is part of the family-owned Umdasch Group.
We Make It Work.
Job Description
As an Account Manager at Doka USA, you will play a pivotal role in driving revenue growth through strategic sales initiatives and relationshipmanagement. You will be responsible for developing and maintaining strong customer relationships, identifying new business opportunities, and promoting our formwork and shoring solutions to construction professionals. This Account Manager will report into our Midwest Branch Manager and will be responsible for managing and developing the Illinois and Missouri markets.
Responsibilities:
Build and maintain strong relationships with existing clients, understanding their needs and ensuring exceptional customer satisfaction.
Conduct regular check-ins, provide product updates, and address any concerns or issues promptly.
Identify and pursue new business opportunities within the formwork industry through strategic customer acquisition and strengthening current client relationships.
Develop and execute strategic sales plans to achieve revenue targets and expand market share.
Stay updated on industry trends, market conditions, and competitors' offerings.
Demonstrate in-depth knowledge of our formwork and shoring products to effectively educate and sell to clients.
Prepare and deliver compelling sales presentations to prospective clients.
Create customized proposals and quotes based on client requirements.
Work closely with the sales team, engineering, operations, and customer support to ensure a seamless customer experience.
Collaborate with cross-functional teams to address client needs and resolve issues.
Qualifications
Bachelor's degree in Construction Management, Business, Marketing, or a related field.
Concrete construction experience required
Proven experience in sales, preferably within the construction or formwork industry.
Strong communication, negotiation, and interpersonal skills.
Results-oriented with a track record of meeting or exceeding sales targets.
Ability to travel as needed.
Additional Information
In accordance with applicable state and local pay transparency laws, Doka USA Ltd. is committed to providing a clear and equitable compensation structure for all roles. The salary range for this position is $65,000 - $75,000 annually, which is based on a variety of factors, including but not limited to, the candidate's experience, qualifications, skills, and geographic location. This range represents the base pay for the position and does not include potential bonuses, commissions, benefits, or other forms of compensation. Final compensation will be determined at the time of offer and in accordance with internal equity and market data.
This role offers a performance-based commission structure, allowing employees to earn based on their individual sales achievements. As commission earnings will vary depending on market conditions and personal performance, comission is not guaranteed and solely depends on the employee's ability to generate sales, secure contracts, and meet performance targets. Commission payouts are governed by company policies and applicable commission agreements.
Doka offers terrific career opportunities, competitive compensation, comprehensive benefits including medical, dental, vision, Flexible Spending Account, company paid life insurance, supplemental voluntary term life insurance, 401k retirement plan (Roth and Non-Roth), short-term disability, AFLAC policies, paid time off (sick/personal, vacation, floating holiday and company paid holidays) and an exciting opportunity to join as a member of Doka's team.
If working with some of the most impressive construction projects in the US and joining an industry leader excites you, please submit your resume by clicking below. Visit us on-line at *************** for additional information on Doka USA, Ltd.
Doka USA, Ltd. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you are interested and have a strong competitive drive, positive attitude, a desire to learn and grow from your experiences, then this is your opportunity to make an immediate difference.
Please submit your resume and apply now.
External candidates must be authorized to work for any employer in the USA.
$65k-75k yearly 3d ago
Client Partner | Financial Services
Slalom 4.6
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 $170,000 to $255,000. 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.
$170k-255k yearly Easy Apply 36d ago
Community Banking Mortgage Officer | South Grand
First Busey Corporation 4.5
Relationship manager job in Saint Louis, MO
The Community Banking Mortgage Officer is responsible for developing new business, expanding relationships with current customers and originating quality mortgage loans in accordance with established Bank policies and procedures. This position will assist low to moderate income individuals with personalized, comprehensive, and affordable home counseling services. The Officer will serve as an outside representative of the Bank to real estate brokers, agents, residential home builders, and other referral sources; including partners who can assist with loan applications for low to moderate income borrowers and in low to moderate CRA assessment areas. This position is also responsible for cross-selling other bank products and services.
Duties & Responsibilities
Work with prospective customers in determining readiness for home ownership, developing a budget, and overcoming common roadblocks that prevent home purchase; provide action plans for next steps towards home ownership.
Determine a maximum affordable mortgage payment and purchase price, provide action plan to save minimum required funds for home purchase, educate customers about all mortgage products or solutions.
Analyze financial and credit information necessary to effectively underwrite loans, and recommend approval or rejection of mortgage loans within lending authority by reviewing payment history's, liabilities and other credit information, examining and processing documents, and addressing issues as needed.
Obtain all necessary documentation from applicants.
Complete each loan application and oversee all pre-processing functions in a timely manner to permit the good faith estimate and other required disclosures to be provided to applicants within the requested time period.
Make verbal and written commitment on behalf of the Bank which includes rate terms, pre-qualification, mortgage commitment, etc.
Negotiate terms and conditions and oversee construction loan draws.
Engage in outside opportunities, i.e., calls, open houses, seminars, realtor functions to develop and maintain relationships with realtors, home builders, individual contacts, and other referral sources generating feedback to increase their business relationship with the Bank.
Participate and maintain extensive outreach and participate in community organizations & events.
Identify customer's and non-customers' other financial needs and cross-sell other bank products and services.
Track and monitor portfolio, pipeline, and leads and provide reports on production to supervisor. Responsible for performance of portfolio by building strong relationships with customers to encourage minimal delinquencies.
Benefits and Compensation
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: $47,500 - $60,000 annually)
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.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Strong sales and customer service skills
Cross-selling and closing skills
Lending regulations and Bank's underwriting guidelines and lending policies
Loan types and documents
Ability to:
Analyze and interpret numerical data
Take initiative to maintain the flow of work
Perform duties under frequent time pressures
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Mortgage Originators are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Mortgage Originator must immediately attain active registration upon employment. Mortgage Originators who fail to maintain an active and current registration will be unable to originate mortgage loans and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office
Education and Training:
Requires High School diploma.
Requires 2 or more years of related mortgage lending or operations experience.
Previous sales experience is preferred.
Multi-lingual; ability to speak Spanish is preferred.
Benefits and Compensation
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: $53,000 - $60,000 annually)
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.
$53k-60k yearly Auto-Apply 6d ago
Sr Commercial Banking Relationship Manager
First Bank 4.6
Relationship manager job in Saint Louis, MO
Sr. Commercial Banking RelationshipManager The Sr. Commercial Banking RelationshipManager 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
Application Deadline:
02/05/2026
Address:
603 Locust Street
Job Family Group:
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
7+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Customer Service
Problem Solving
Negotiation
Customer Relationship Building
Expert level of proficiency:
Financial Analysis
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 21d ago
Senior Relationship Manager - National Wealth Management Firm
TWM Executive Search
Relationship manager job in Saint Louis, MO
Senior RelationshipManager opportunity with established national wealth management firm expanding its St. Louis office.
Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
The firm has a team of Business Development Officers to help facilitate new business opportunities
Requires 8+ years' strong relationshipmanagement background with deep technical exposure to investment management
CFA, CFP or MBA a plus
$80k-121k yearly est. 60d+ ago
Associate Client Manager - Insights
Nielseniq
Relationship manager job in Saint Louis, MO
R25_0024879 At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking for an Associate 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 an Associate 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 Customer Success Insights team 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.
#LI-Hybrid
Qualifications
* 3+ 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 in order 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 $64,000 - $75,000. 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)
NIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. These tools are intended to improve efficiency and support fair and consistent evaluation based on job-related criteria. All use of AI is governed by NIQ's principles of fairness, transparency, human oversight, and inclusion. Final hiring decisions are made exclusively by humans. NIQ regularly reviews its AI tools to help mitigate bias and ensure compliance with applicable laws and regulations. If you have questions, require accommodations, or wish to request human review were permitted by law, please contact your local HR representative. For more information, please visit NIQ's AI Safety Policies and Guiding Principles: *******************************************************
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 ***************************************************************
$64k-75k yearly 27d ago
Business Relationship Manager I- Officer
JPMC
Relationship manager job in OFallon, MO
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 70 - 90 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 RelationshipManagement 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
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.**
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**:**
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. RelationshipManager 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/relationshipmanagement 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. 60d+ ago
Business Services Relationship Manager
Vantage Credit Union
Relationship manager job in Saint Charles, MO
JOB FUNCTIONS
BUSINESS DEVELOPMENT & RELATIONSHIPMANAGEMENT
Serve as the primary point of contact for business clients seeking deposit and lending solutions.
Proactively identify and engage local businesses to promote deposit products, treasury services, merchant services and cross-sell business deposit accounts, debit cards, online banking, and lending services.
Cross-sell and refer members / potential members to internal credit union business partners.
Refer business owners to branch staff for account opening and onboarding support.
Maintain a solid understanding of local economic factors impacting local businesses and provide feedback to lending leadership.
Conduct outside sales calls and participate in community networking events to generate leads and deepen relationships.
LOAN ORIGINATION & DOCUMENTATION
Collect and review business loan applications and supporting documentation.
Coordinate with underwriting and credit teams to ensure timely and accurate loan assessments.
Close and book loans, ensuring all documentation is complete and compliant.
Monitor loan covenants and perform annual reviews as needed.
BRANCH SUPPORT & TRAINING
Provide ongoing training to branch staff on business referral opportunities and services including account setup, documentation requirements, and product features.
Function as a resource for branch staff on business documents, signing authority, check endorsements, and general procedures.
Troubleshoot issues related to online banking, remote deposit capture, and ACH origination.
RISK & COMPLIANCE COORDINATION
Collaborate with Risk Management to resolve fraud cases and ensure timely communication of compliance updates to branches.
Ensure adherence to lending laws, internal policies, and regulatory guidelines.
Qualifications
SKILLS
Relationshipmanagement and consultative selling
Business financial analysis and credit evaluation
Training and coaching branch staff
Problem-solving and operational troubleshooting
Compliance awareness and risk mitigation
EDUCATION/EXPERIENCE
Bachelor's degree in Business Administration, Finance, or related field preferred.
3-5 years of experience in business banking, commercial lending, or financial services.
Strong interpersonal and communication skills with a customer-first mindset.
Proven ability to meet sales targets and manage client relationships.
Familiarity with loan documentation platforms and core banking systems.
Knowledge of ACH origination and remote deposit capture is a plus.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
Occasional lifting, moving, or adjusting objects up to 20 pounds.
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
Work will be in a commercially reasonable temperature-controlled environment.
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
$66k-98k yearly est. 15d 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 RelationshipManagers, 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 relationshipmanagement 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. 48d ago
Business Relationship Manager Senior Acquisition - Vice President
Jpmorgan Chase 4.8
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 RelationshipManager is for you. As a Business RelationshipManager 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 RelationshipManagement 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. 60d+ ago
Account Manager
Winco Window Company 3.7
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 60d+ ago
Associate Client Manager - Insights
Nielseniq
Relationship manager job in Saint Louis, MO
R25_0024879
At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking for an Associate 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 an Associate 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 Customer Success Insights team 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.
#LI-Hybrid
Qualifications
3+ 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 in order 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 $64,000 - $75,000. 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)
NIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. These tools are intended to improve efficiency and support fair and consistent evaluation based on job-related criteria. All use of AI is governed by NIQ's principles of fairness, transparency, human oversight, and inclusion. Final hiring decisions are made exclusively by humans. NIQ regularly reviews its AI tools to help mitigate bias and ensure compliance with applicable laws and regulations. If you have questions, require accommodations, or wish to request human review were permitted by law, please contact your local HR representative. For more information, please visit NIQ's AI Safety Policies and Guiding Principles: *******************************************************
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 ***************************************************************
$64k-75k yearly 25d ago
Business Relationship Manager Senior Acquisition - Vice President
JPMC
Relationship manager job in Saint Louis, MO
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 RelationshipManagement 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 60d+ ago
Business Relationship Manager Senior Acquisition - Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Clayton, MO
JobID: 210676370 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 RelationshipManagement 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 60d+ ago
Business Banking Relationship Manager (Small Business)
Bank of America 4.7
Relationship manager job in Saint Louis, MO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-78k yearly est. Auto-Apply 60d+ ago
Business Relationship Manager Senior Acquisition - Vice President
Jpmorganchase 4.8
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 RelationshipManager is for you.
As a Business RelationshipManager 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 RelationshipManagement 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
How much does a relationship manager earn in Saint Peters, MO?
The average relationship manager in Saint Peters, MO earns between $55,000 and $115,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Saint Peters, MO
$79,000
What are the biggest employers of Relationship Managers in Saint Peters, MO?
The biggest employers of Relationship Managers in Saint Peters, MO are: