Relationship manager jobs in Salem, OR

MaxBP is the pioneer of Fast Training, creating baseball and softball tools that optimize both the quality and quantity of repetitions for rapid athlete improvement. Professional teams, college programs, and serious athletes at all levels use MaxBP to transform practice efficiency, get more productive reps, and accelerate player development. Using specially designed small training balls and portable pitching machines, MaxBP provides game-speed training that can be done anywhere, anytime, allowing players to develop faster than their competition. Athletes, coaches, and parents can learn more about MaxBP training solutions at ************** Role Description On-Site Only - Portland, OR (5835 NE 122nd Ave, near PDX Airport) Full-time | Monday-Friday | 8+ hours/day This is a full-time, on-site position located in Portland, OR. As a National Sales Manager at MaxBP, you will oversee sales operations across the country, driving revenue growth, managing client relationships, and identifying opportunities for business expansion. Your daily tasks will include leading a sales team, conducting strategic business planning, managing accounts, setting and tracking sales goals, and ensuring adherence to budgets. You will play a key role in growing MaxBP's presence in the sports training industry. Qualifications Strong skills in business planning and budgeting, with the ability to develop and implement effective strategies. Proven experience in sales and account management, with a track record of achieving or exceeding revenue targets. Demonstrated expertise in team management, including coaching, mentoring, and motivating sales teams to achieve organizational goals. Excellent communication, negotiation, and interpersonal skills. Bachelor's degree in Business, Marketing, or a related field is preferred. Ability to analyze market trends and adapt strategies accordingly. Experience in the sports, training, or equipment industry is a plus. Compensation & Benefits Salary + Bonus Salary 3 weeks PTO (beginning month 4) Paid Day Off on Your Birthday (starting in year 2) 8 Paid Holidays (2026) 401(k) (eligible month 4) Health, Dental, Vision Insurance (after 90 days) Laptop, Phone & Office Equipment Provided as Needed Ready to Join a Winning Team? This is your opportunity to work for one of the fastest-growing sports companies in the country - in a role where your hustle directly drives growth. If you're ready to take ownership of your results and make a meaningful impact, we want to hear from you. Apply now - and while you're at it, let us know which customer review on our site stood out most to you. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.

The Nursery Sales Manager is responsible for managing and driving plant sales across all markets throughout the United States and Canada. This role oversees both inside and outside sales representatives, creates sector-specific sales plans, and ensures successful promotion, balancing, and movement of plant inventory. The Sales Manager develops sales strategies, supports staff with product knowledge, and maintains strong relationships with customers, brokers, and internal departments. Key Responsibilities Sales Leadership & Strategy · Manage plant sales to all markets throughout the US and Canada. · Manage and support inside and outside sales representatives. · Create and provide detailed sales plans for each sector within the marketplace. · Promote and market plant material to existing and potential customers. · Manage and monitor all pre-order sales. · Balance inventory of products; monitor and promote surplus items. · Develop systems of accountability for sales departments and contact reporting. · Create and practice sales strategies to add, manage, and assign accounts. · Establish sales goals based on the landscape of market sectors in total dollars. · Assure and monitor sales goals, new accounts, account growth, and account changes. · Manage and maintain strong relationships with brokers. · Provide salespeople with information on best items to sell per sector and geographic region. Reporting & Processes · Report sales daily, monthly, and annually per territory for inside and outside sales. · Develop and practice efficient processes and procedures for sales operations. · Keep records of quotes and bids for landscape projects; follow up with customer accounts. · Meet quoting and confirmation deadlines, including follow-ups. · Manage inspection of orders loaded and shipped, date and file per customer. · Conduct weekly or as-needed sales meetings with inside and outside representatives. Training & Team Support · Train new sales staff. · Promote 'Why Buy from Loen Nursery' to customers and marketplaces. Qualifications · Minimum 5 years' experience in nursery product sales. · Minimum 3 years' experience as a sales manager for a nursery or landscape retailer. · Excellent communication, leadership, and organizational skills. · Sales-minded, fast-paced, adaptable, and proactive. · Degree in Horticulture preferred. · A Plus: Spanish/English bilingual, strong plant knowledge, previous experience in the nursery trade. Benefits & Salary · $80,000 - $120,000 per year, plus goal-based bonuses. · Medical and Dental Insurance. · Vacation pay. · Paid holidays. · Sick leave. · OR Saves Retirement Plan To Apply Please email a resume and cover letter to: ******************

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. We are seeking a highly motivated Commercial Relationship Manager to drive growth in our Commercial and Industrial (C&I) vertical. The ideal candidate will have a strong background in the greater Portland market, exceptional networking skills, and a proven track record of high production in the C&I space. The salary for this role will be between $101,992 and $162,987. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.” ESSENTIAL DUTIES: Develop a prospecting list and a calling program to solicit new business relationships. Manage and grow a portfolio with a focus on new business development, primarily within the greater Portland area. Build and leverage community connections to enhance new business acquisitions. Underwrite financial packages provided to determine if loan requests meet Bank credit policy. Work closely with Credit Analysts and Portfolio Managers to prepare and present a Credit Memorandum to appropriate approval level for new loan request. Negotiates terms and approval conditions with prospective borrower. Work closely with Portfolio Managers to manage existing loan portfolio ensuring risk ratings are appropriate; financial information is current; loan covenants are monitored, and loan payment delinquencies are minimal. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Term Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes all laws and regulations that relate to commercial lending. Additional duties and responsibilities: Projects professionalism in both appearance and attitude when dealing with customers in order to present a positive Riverview Community Bank image. Coordinate, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. Work with Portfolio Manager (PM) and Commercial Loan Assistant (CLA) in managing the relationship portfolio and provide mentoring and guidance to the PM and CLA to improve their career path trajectories. Other duties may be assigned. RELATIONSHIPS: Maintain strong working relationship with Commercial Loan Team Leader, peers in the lending area, retail banking and other support areas to build a team effort. Maintain close contact with customers to ensure that service levels are appropriate and seek new loan opportunities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Bachelor's degree; business, finance or related field preferred, seven or more years of commercial lending experience, strong credit and analytical skills, excellent communication and sales skills, and knowledge of bank services; or equivalent combination of education and experience. Commercial and Investment lending experience strongly preferred. SKILLS: Ability to communicate with borrowers and build strong relationships. Ability to read, analyze, and interpret credit related journals, bank lending policy, or governmental regulations. Ability to write concise credit memorandums and other business correspondence. Ability to effectively present loan proposals and respond to questions from managers, loan committees and clients in a professional manner. Ability to work with mathematical and financial concepts such as Global Cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve day to day problems and deal with a variety of issues that may arise in working with borrowers with minimal supervision. Ability to understand loan structure that protects the bank and increases probability of borrower repaying loan is essential. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts, and draw valid conclusions. Intermediate computer and keyboarding skills. Basic skills associated with the general use of business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: **************************** AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ******************************** AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees. Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination. Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers. We're looking for: A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles. You are: * Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles. * Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance. * Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come. * Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team. You will: * Cultivate new business relationships and manage customer acquisition. * Coach and develop your team in portfolio management, data analysis, and business development. * Conduct regular meetings with your team to align on goals and strategy. * Provide industry-leading knowledge to help customers manage and grow their businesses. * Forecast opportunities and challenges based on understanding local area and customer operations. * Lead prospecting, growth, and portfolio development efforts. * Act as a trusted advisor through collaboration with internal stakeholders and external partners. * Ensure compliance with applicable laws and codes for the assigned geographic area. Who you will work with: Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service. Must Have's: * 5+ years of experience in customer-facing, sales, sales support roles. * 3+ years of people leadership experience * Experience in team management and building strong sales relationships * Passion for leading people, projects, and budgets * Ability and desire to frequently travel within your market to support our current and prospective customer base. * Familiarity with risk management principles and collections procedures * High level of accountability towards local goals and business targets. Nice to Have's: * Experience in the automotive, financial services, or related industries. * Basic understanding of financial statements * Proficiency in Google Workspace, Salesforce, Tableau * Familiarity with customer relationship management (CRM) tools What We Offer: * Competitive pay * Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) * Immediately vested 401K (US) or RRSP (Canada) with company match * Paid Vacation, Personal, and Sick Time * Paid maternity and paternity leave (US) * Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust Employee Assistance Program * Employer paid Leap into Service Day to volunteer * Tuition Reimbursement for eligible programs * Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization * Company culture of internal promotions, diverse career paths, and meaningful advancement Sound like a match? Apply Now - We can't wait to hear from you!

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in Portland, OR and will report in the office on a hybrid schedule. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Relationship Manager B2B Financial Partnerships About the Opportunity NOW CFO is seeking an accomplished Relationship Manager to drive growth and strategic partnerships across Oregon. This role is ideal for professionals with commercial banking or financial services backgrounds who excel at cultivating trusted relationships with business leaders and financial partners. As a market-facing representative for NOW CFO, you ll develop and manage relationships with Centers of Influence (COIs) including bankers, CPAs, private equity groups, and business owners to expand our footprint and deliver tailored financial consulting solutions. You ll combine the relationship depth of banking with the proactive networking and deal execution of high-level B2B sales. If you re a connector who thrives on trust-based relationship management, strategic business development, and helping organizations succeed through financial insight, this is an opportunity to make a lasting impact. What You ll Do Develop and strengthen referral relationships with bankers, CPAs, and financial professionals statewide. Serve as a trusted advisor to business owners and executives, identifying operational and financial needs. Build and manage a robust pipeline through targeted outreach, warm introductions, and ongoing relationship management. Represent NOW CFO at banking, finance, and professional networking events to elevate market visibility. Oversee the entire business development cycle from introduction to close ensuring a seamless client handoff to our consulting team. Track and manage all activities within Microsoft Dynamics CRM while maintaining consistent weekly engagement (20 25 meetings). Collaborate closely with internal market leaders and consultants to align client solutions with business objectives. What You Bring 5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales. Established relationships within the banking, accounting, or financial services community (strongly preferred). Proven success building referral networks, nurturing long-term partnerships, and closing complex business deals. Strong understanding of accounting or finance principles with the ability to translate financial insights into client value. Polished communication, presentation, and negotiation skills with C-suite and financial decision-makers. Self-motivated, disciplined, and highly organized with a professional, client-first approach. Bachelor s degree in Finance, Accounting, Business, or a related field preferred. Why NOW CFO Join a fast-growing national consulting firm that partners directly with business leaders to deliver actionable financial solutions. You ll enjoy: A competitive base salary with uncapped commission potential. A collaborative, entrepreneurial culture that rewards initiative and results. The opportunity to develop lasting partnerships and influence financial strategy across industries. If you re a relationship-driven professional with deep ties to the financial or banking community, we d love to hear from you. #ZR

Job Description Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored for performance. RESPONSIBILITIES: Generate new core deposit relationships with the Bank's Deposit Management services. Market Bank's Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Build internal and external relationships through exceptional problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank. REQUIREMENTS: Minimum 5 yrs of banking required and proven track record of deposit generation Strong sales and organizational skills Excellent formal and informal presentation skills before both small and large groups. Familiarity with the Greater Portland/Pacific Northwest market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

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

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Portland, OR: $150,000.00 - $150,000.00 / year

This is the general application for Customer Success roles at Brandlive. If there's a future opening that might be a fit, we look forward to being in touch! Please note that this mailbox is not monitored and applications will not be followed up with unless there is a fit for a potential role. Who We Are Brandlive helps the world's top brands increase their impact and connect with their most important audiences by creating video-led webinar & event experiences. Our customizable platform and in-house creative & production teams make it easy for enterprise organizations to influence, educate, and inspire global audiences at scale. Why Work Here Just as our work supports and amplifies every organization's potential, we take every day as a chance to push our own performance, improve and get better. We are a fast-growing team full of opportunity and talented teammates. And it's not just because we eat Tacos on Tuesdays or work half days on Fridays. It's our people. It's our leadership. It's our inner desire to #turnitup each and every day. Don't believe us? Take a look at a few of the ways Brandlive takes care of it's people: Take what you need PTO Fully funded health insurance options Short Term Disability and Life Insurance plans Virtual-First Work Philosophy Competitive Pay + 401k Gender-Neutral Parental Leave up to 16 weeks Health & Wellness Resources including paid coaching & counseling And much more! Brandlive Inc. is an equal opportunity employer dedicated to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other characteristic or status protected by law. Brandlive will conduct a background check on final candidates following a formal offer of employment as a condition of employment. We will consider qualified applicants with arrest and conviction records consistent with applicable law.

About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships * Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders * Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions * Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations * Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues * Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems * Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks * Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations Required Qualifications: * 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of ESOP related sales or advisory experience * Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) * Completion of formal credit training program * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. * Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. * Compliance with state law registration and licensing requirements is mandatory. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Travel: Ability to travel up to 50% of the time Location: * 2700 S Price Road - Chandler, Arizona 85286 * 333 Market Street - San Francisco, California 94105 * 10 South Wacker Street - Chicago, Illinois 60606 * 299 South Main Street - Salt Lake City, Utah 84111 * 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 * 600 South 4th Street - Minneapolis, Minneapolis 55415 * 401 Las Colinas Boulevard West - Irving, Texas 75039 * 114 North Beaumont Street - Saint Louis, Missouri 63103 * 1300 Southwest 5th Avenue - Portland, Oregon 97201 * 999 3rd Avenue - Seattle, Washington 98104 * 333 South Grand Avenue - Los Angles, California 90071 None Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **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.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Pay $66,999.92 yearly Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1477157

Looking for a way to make an impact and help people? Join PacificSource and help our members access quality, affordable care! PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths. Secure, build, and sustain customer relationships, fostering a partnership and enhancing dialogue with key constituents including, groups, brokers, external vendors, and internal departments. Act as an expert resource for the group to ensure inquiries are responded to and resolved in a timely fashion. Ensure existing groups are satisfied with and recognize the value offered by PacificSource. Support the implementation, and renewal of the PacificSource groups included in the assigned block of business. Book of business is predominately fully insured small group. Essential Responsibilities: Coordinate with Sales Executive to make sure there is a clear understanding of the products and services sold to any new or renewing PacificSource groups. Complete any documentation necessary to implement or renew Groups. Responsible for servicing group but no or limited ability to negotiate renewal. Consult with groups to ensure they are educated on PacificSource products, administrative procedures, and legislative changes. Follow the service model guidelines for outreach to client based on group size, small or large group. Track and maintain service visit log. Write, proof and distribute account service reports to the broker of record. Develop positive working relationships with group administrators by serving as a first resource for benefits, compliance, and plan information. Act as a liaison between groups, Brokers, and PacificSource to resolve problems and comply with requests. Communicate with groups, Brokers, PacificSource departments, and the Regional Director as needed. Distribute and explain the Group Administrator Manual, contract, benefit book, and other products and services provided by PacificSource. Identify and deliver meaningful content to employer groups in your assigned block of business. Participate in group enrollment/employee benefit meetings, wellness/health fairs, for PacificSource groups. Group benefit meetings include presentation of the PacificSource products purchased by the group. Include training on administrative procedures, provider networks, and access to other PacificSource services provided by the benefit plans offered. Serve as client contact and problem solver for a wide scope of contract issues relating to medical, dental, pharmacy, and optional benefits offered by PacificSource. Receive, analyze, and respond to client issues with appropriate follow-up on specific customer requests, including administration questions, supply requests, problem resolution, and intricate claims issues Attend internal and external meetings as required. Share best practices with team. Identify cross selling opportunities to existing PacificSource groups and coordinate discussions about these opportunities with sales executive. Liaison to outside vendors which provide services/products to our Groups, including but not limited to, Pharmacy Benefit Managers, Wellness Programs, EAP Providers, Benefit Administration Systems, 834 Vendors, and other ancillary programs or services. Determine reasons for Group terminations and record information for team/executive review. Represent PacificSource, both internally and externally, as required at events, including but not limited to: Health Underwriters and Human Resource professional association meetings and conferences, Chamber of Commerce, and any other community activities or volunteer opportunities. Supporting Responsibilities: As requested, participate in and lead company benefit training programs. Regional office Account Managers may be required to assist with clerical duties for efficient administrative office functions. Meet department and company performance and attendance expectations. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information. Perform other related duties as requested or required. SUCCESS PROFILE Work Experience: Minimum of three years related work experience in a professional environment, to include one year customer service experience. Health insurance, insurance office, or health care professional office experience preferred. Education, Certificates, Licenses: Requires AA/AS in Business or related field; or equivalent combination of education and experience. Current Life and Health license (or eligible to earn license) as a Life & Health Insurance professional. Knowledge: Some knowledge of insurance products or the health insurance industry preferred. Ability to remain current on PacificSource administrative procedures and products, healthcare, and the health insurance industry. Excellent communication skills, both verbal and written. Ability to communicate effectively with all types of individuals. Excellent public relations skills and public speaking ability. Ability to effectively communicate with various internal departments. Ability to provide prompt, professional, and courteous service to customers, brokers, and PacificSource employees. Ability to work in a fast-paced environment, managing shifting priorities and multiple tasks simultaneously. Superior work leadership skills, including taking action without specific direction. Requires a high level of integrity and trust, given frequent exposure to confidential material. Demonstrated ability to remain resilient, flexible, and focused in a changing environment. Work autonomously and independently. Desire to learn new things, anticipate problems, and develop contingency plans to manage them. Travel, with some overnight visits required. Proficient in Microsoft Word, Excel, PowerPoint, and Outlook. Competencies: Adaptability Building Customer Loyalty Building Strategic Work Relationships Building Trust Continuous Improvement Contributing to Team Success Planning and Organizing Work Standards Environment: Work inside in general office setting with ergonomically configured equipment. Travel is required approximately 40% of the time. Generally, travel by automobile and some overnight stays. Skills: Accountability, Business & financial acumen, Collaboration, Developing Networks, Effective communication, Flexibility, Listening (active), Strategic Thinking Our Values We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business: We are committed to doing the right thing. We are one team working toward a common goal. We are each responsible for customer service. We practice open communication at all levels of the company to foster individual, team and company growth. We actively participate in efforts to improve our many communities-internally and externally. We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. We encourage creativity, innovation, and the pursuit of excellence. Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively. Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team. Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets. Job Responsibilities: + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized. + Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking. + Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction. + Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. + Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients. Required qualifications, capabilities, and skills: + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree required + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment + Proactively identify and delivery appropriate solutions that address the needs of our clients + Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations + Highly proficient user of Word, PowerPoint and Excel Preferred qualifications, capabilities, and skills: + Certified Public Accountant designation, or strong experience in accounting services + Able to adapt and stay abreast of changing technology and regulatory policies + Strong ability to build effective relationships FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About this role:** Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role, you will:** + Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships + Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders + Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions + Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations + Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues + Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems + Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks + Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations **Required Qualifications:** + 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 3+ years of ESOP related sales or advisory experience + Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) + Completion of formal credit training program + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Demonstrated experience working collaboratively to deliver the organization to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term client relationships + Experience identifying and mitigating risk, ensuring compliance with processes and procedures + Excellent verbal, written, and interpersonal communication skills **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. + Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. + Compliance with state law registration and licensing requirements is mandatory. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Travel: Ability to travel up to 50% of the time **Location:** + 2700 S Price Road - Chandler, Arizona 85286 + 333 Market Street - San Francisco, California 94105 + 10 South Wacker Street - Chicago, Illinois 60606 + 299 South Main Street - Salt Lake City, Utah 84111 + 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 + 600 South 4th Street - Minneapolis, Minneapolis 55415 + 401 Las Colinas Boulevard West - Irving, Texas 75039 + 114 North Beaumont Street - Saint Louis, Missouri 63103 + 1300 Southwest 5th Avenue - Portland, Oregon 97201 + 999 3rd Avenue - Seattle, Washington 98104 + 333 South Grand Avenue - Los Angles, California 90071 None **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506934

Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **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.

Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************