Relationship manager jobs in San Antonio, TX - 272 jobs

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.

Job DescriptionAbout the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple: serve people well and leave them better than we found them. We combine modern technology, AI-assisted systems, and real human connection to help families protect their future while creating meaningful career paths for our partners. Role Overview As a Customer Success Partner, you will work directly with individuals and families who have already requested information and support. Your role is to guide clients through a consultative process, ensure an exceptional experience, and help them make informed decisions that align with their long-term goals. No cold calling. No door knocking. You'll engage with warm inquiries using company-provided systems, training, and support. Responsibilities • Serve as a primary point of contact for assigned clients • Conduct virtual consultations via Zoom or phone • Educate clients on available solutions and next steps • Deliver a professional, relationship-based customer experience • Follow up with clients to ensure clarity and satisfaction • Utilize company CRM and systems to manage communication • Attend weekly virtual training and development sessions • Meet activity and performance benchmarks • Maintain compliance and licensing standards What We Offer • 100% commission-based compensation • Flexible remote schedule (part-time or full-time) • Warm client inquiries • Clear advancement and leadership pathways • Ongoing training and mentorship

Job Description My Insurance Group is seeking a Commercial Lines Account Manager to support and retain an existing commercial book of business in San Antonio, TX. This role serves as a trusted advisor to business clients, managing day-to-day service needs, collaborating with producers, and ensuring policies remain accurate, competitive, and aligned with client goals. Success in this position requires strong organization, clear communication, and a proactive, service-driven mindset. Benefits Annual Base Salary Based on Experience Dental Insurance Health Insurance Mon-Fri Schedule Career Growth Opportunities Paid Time Off (PTO) Responsibilities Manage an assigned portfolio of commercial insurance clients and maintain regular communication with leadership. Handle service workflows including endorsements, certificates of insurance (COIs), renewal preparation, loss history requests, and coverage updates. Partner with producers and carriers to gather competitive quotes and deliver timely, accurate renewals. Review client coverage, identify gaps or exposures, and recommend solutions aligned with business objectives. Coordinate with carriers on underwriting questions, pricing, timelines, and binding requirements. Track account activity, retention metrics, and service workflows to support agency performance goals. Maintain accurate documentation and follow compliance procedures across agency and carrier systems. Requirements 5+ years of experience in commercial property & casualty insurance (account management or production). Active Texas Property & Casualty license or ability to obtain quickly. Strong understanding of commercial coverages, underwriting considerations, and carrier appetite. Proficiency with agency management systems, document management tools, and Microsoft Office. Ability to manage multiple priorities, meet deadlines, and follow through on commitments. Excellent written and verbal communication skills with a client-first mindset. College coursework or degree preferred. Insurance designations such as CISR, CIC, or similar highly valued.

Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert. What You Will Do: * Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations * Developing, building, and managing client relationships as part of the proposal process * Participating in networking activities to further expand business opportunities and client relationships * As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges * Assisting with managing, developing, and coaching professional tax staff * Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating responsibilities to others and monitoring efforts of engagement teams * Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology * Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing Minimum Qualifications: * 5 years or more of related experience in public accounting, law firm, or trust department * Bachelor or graduate degree in accounting, finance, or a related field * CPA license or J.D. degree and bar admission * Experience managing multiple client engagements Preferred Qualifications: * Master's degree in Taxation or Law degree * Experience with OneSource tax software #LI-AUS, #LI-SANT #LI-HF1

At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way. The Commercial Relationship Manager IV is responsible for soliciting, negotiating, underwriting, and coordinating the closing of complex consumer, residential, equipment, SBA, commercial building and business loans in compliance with the Bank's lending policies and procedures. They develop business checking and deposit relationships with customers and promote business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. They assist in attaining established Bank, region and branch goals through active participation in sales management and officer call programs. ESSENTIAL DUTIES The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs prequalification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visiting sites of loans; negotiates loan terms and conditions; approves loans within established lending limits or refers and recommends acceptance to the Chief Credit Officer or Loan Committee. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/ or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition. Represents Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customer assigned within his or her portfolio; approves and declines such exceptions within established lending limits. Provides deposit and loan account ratings. Cross sells the Bank's other products and services, referring customers to appropriate staff as indicated. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Assists in meeting annual deposit and loan growth goals assigned by Senior Management; participates in various internal committees assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Assists Senior Management with developing, analyzing, and finalizing complex loan agreements with representatives of large businesses. Responds to inquiries or refers to the appropriate department or person and exhibiting the necessary follow through with customer and/or staff involved. Consistently applies superior decision-making techniques, approvals and requests as they apply to existing policies and procedures. Keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits and their personnel. Processes, solves and answers complex customer transactions, problems or inquiries. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answers telephones, answers question and directs callers to proper Bank personnel. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity to cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside action. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issues pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, and OFAC requirements as they apply to this job title/ position. Other duties as assigned. QUALIFICATIONS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Bachelor's degree in Business or related field required. 15+ years of relevant experience and/or training OR a combination of education and equivalent experience. Prior experience should include a background in financial analysis or lending. Advanced experience, knowledge, and training in lending activities and terminology along with financial statement and tax analysis typically resulting from a combination of education in accounting, financial and/ or credit analysis or related areas. Advanced knowledge of commercial, construction, real estate and consumer loan processing. Ability to lead less experienced loan officers and other staff members as assigned. Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies. Ability to develop marketing and business development skills with customers. Basic knowledge of branch operation procedures, Bank products and services. Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for 5 or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. Intermediate knowledge of human resource and labor laws and policies. Intermediate computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills. Intermediate typing skills to meet production needs of the position. Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees. Thorough understanding of management procedures with the ability to plan department or Bank functions, effectively staff department, direct and lead employees towards the desired objectives. Ability to deal with complex problems involving multiple facets and variable in non-standardized situations. Ability to work independently with no supervision while performing assigned duties. Ability to always maintain a high degree of ethical standards and complete confidentiality. EOE/M/F/D/V

Reports To: Vice President Business Development The Physician Relationship Manager (PRM) will support the ongoing growth efforts of their assigned facilities through two dedicated activities: * First, the PRM will work to earn additional business from current physician offices that utilize our Imaging services by establishing strong customer-focused relationships with both the physicians and their office staff.The PRM will identify service improvement opportunities that allow the facilities to deliver the highest level of service to both the physician and their staff, making it the location of choice for physicians and their patients. * Second, the PRM will work with market leadership to identify and establish new business relationships with physicians and their office staff to utilize our outstanding Imaging service delivery within the area. These physicians and offices are identified as medical professionals who share the same ethical business philosophies, values and have a good reputation in the community.The PRM will gather facts, and identify potential medical staff candidates that could expand their services to the community by utilizing a USPI facility. Qualifications: * Bachelor's degree required; Marketing, Business Administration or Communications/Public Relations preferred * Minimum 5-7 years of professional work experience, with 3 years in healthcare sales * Successful sales track record, and demonstrated ability to build long-term professional relationships * Professional appearance, dress and demeanor Job Summary: * Responsible for increasing access and earning market share from all current facility relationships * Establishes and maintains long-term physician office staff relationships * Regularly visits physician offices to meet with physician and his/her staff in order to assess needs * Communicates physician or office staff needs, as identified, to Business Development and Operations leadership team to create positive impact * Could be asked to cover more than one facility, depending on geography and number of utilizing physicians per facility. * Establish strong relationships with leading physicians and/or groups within the market as well as strong relationships with existing USPI physician partners * Recruit new physicians to utilize the USPI facilities * Leading aspects of new physician recruitment in conjunction with physician partners and other key members of the USPI management team * Collaborate with Market President, Regional Vice President, Administrators and other members of the Business Development team to earn more business from physician partners/utilizers to maximize their use of the facility * Comply with all Employee code of ethics, job description, compliance, HIPAA, and all other job requirements. Shift: Day Hours: 8 a.m. to 5 p.m. Required Skills: Foundational Skills: * The ability to communicate effectively with physicians, schedulers and office managers * Outstanding organizational and follow-up skills * Strong customer service orientation * Self-discipline and motivation * Demonstrated superior ability to gain trust among physicians and partners; relationship building * Experience in selling products, ideas, concepts or services * Resourcefulness: The ability to find a way to make a difference * Demonstrated ability to function as a team player and strong member of a highly motivated and integrated operations management team * Strong written and oral presentation skills * Basic computer skills, including email and Microsoft Office Suite Important Skills and Competencies: * Understanding of our business, marketing materials and business jargon * Ability to differentiate our products/services and unique value versus other options * Present findings and potential solutions to key leaders in the organization * Strong integrity and adherence to compliance and regulatory rules * Ability to lead and facilitate conversations/meeting regarding service improvement opportunities * Ability to interpret and disseminate information, including key information about changes in the marketplace and physician patterns * Utilize weekly reports to assist in viewing recent utilization, establish trends, and assess what additional opportunity exists * Use, update and enter data into a Customer Relationship Management (CRM) software application Additional Considerations: * Travel may be required for training * Reliable transportation is required Compensation: Competitive base salary plus variable compensation

The Commercial Banking Relationship Manager will source, sell to, and manage relationships with commercial banking clients. They will grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Collaborate with team members for acquisition, expansion and retention of clients. Manage loan and portfolio credit quality through active relationship management, sources prospects and develops new customer relationships. Provides financial advice to clients and sells appropriate bank products and services to those prospects and clients. Business must include commercial and industrial (C&I). The Commercial Banking Relationship Manager will evaluate a client's financial data or investment options and recommends strategies based on the client's risk profile and personal financial statements. They will maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. This position relies on extensive experience and judgment to plan and accomplish goals. Report to senior management. Escalate critical matters when necessary and updates manager on a regular basis. Ensures excellent internal and external client relations at all times. Responsibilities and Duties: * Execute integrated sales and relationship strategies that are in alignment with the bank's business plan to achieve desired revenue and service standards by meeting assigned goals. * Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank. * Serve clients by identifying clients' needs and cross-sell the full range of bank products and services to new and existing clients. * Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines. * Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria. * Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment. * Build and manage portfolio including monitoring credit quality and taking action as appropriate. * Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws. * Represent the bank in civic and community functions to further enhance its image and develop expanded business. * Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies. * Adhere to all bank policies, procedures and regulatory requirements Requirements Education and Experience Qualifications: * Bachelor's degree in Finance, Business or related field required * At least 7 years banking experience, preferably in commercial banking. * Knowledge of credit process /formal credit training and commercial banking products and services is preferred. * 5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred.

It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Full-Time Client Manager Valor Environmental is seeking a dynamic and talented Full-Time Construction Client Manager to join our team! Our client-focused firm has a strong culture rooted in trust, integrity, professionalism and excellence. We are committed to providing clients with cutting-edge consultation and innovative environmental, safety, quality assurance, and energy solutions that improve lives. Valor Environmental is the largest full-service environmental services company in the United States. Valor's services include erosion control, land services, street sweeping, and site maintenance nationwide. Valor provides cost-effective and need-based solutions to residential, commercial, and government clients across 20 major U.S. markets. Led by industry veterans, Valor Environmental supports clients' compliance with both external and internal standards from the first phase of a new development to the last quality control inspection. Job Responsibilities 1. Primary client contact for all services in the market, but not limited to Erosion Control, BMP installation, Maintenance Services, Sweeping, Land Services, etc. 2. Grow the business with both new clients and additional services to existing clients. 3. Obtain new and updated information from client's Divisional management, related to current and upcoming construction projects. 4. Keep a close working relationship with the National Client Relationship Manager so you can ensure new projects are entered correctly. 5. Input request forms into Valor Environmental admin site to start new projects or amend existing project information. 6. Client Manager sells new business and is not “funneling” Valor Environmental leads to anyone else. It is their role to develop and sell. 7. Maintain existing client relationships through regular face to face meetings, phone calls and emails. 8. Communicate new project and current project updates to accompanying regional managers to ensure field accuracy. 9. Proactively assess, clarify, and validate client needs on an ongoing basis. 10. Continually check the area you support for any upcoming new projects or new clients to reach out to so you can stay in front of new business opportunities. 11. Comprehensive knowledge of clients and all services provided. 12. Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel. 13. Know pricing for market and have ability to craft proposals. 14. Meet minimum sales goals and activity targets as outlined in the monthly expectations sheet for Client Managers. 15. May be compensated on services sold for other partner companies but not asked to account manage those services Requirements 1. B. S. or B. A degree or equivalent experience 2. Minimum 1 year of customer service or sales experience, 3+ years preferred 3. Basic Computer Knowledge 4. Excellent Communication skills (written and verbal) 5. Construction/field experience is a plus Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: Have full range of mobility in upper and lower body. Be able to reach overhead. Be able to work in various positions, including, but not limited to, walking, stooping, standing, bending over, sitting, kneeling and squatting for extended periods of time. Be able to lift, pull and push materials and equipment to complete assigned job tasks. Be able to lift up to 30 pounds of weight occasionally throughout assigned workday. Incentives: · Medical, Dental, and Vision Insurance · Life Insurance, Disability Insurance, and Accident Insurance · Paid Holidays · Paid Time Off · 401k with great company match · Bi-weekly pay · Year-Round work Salary Description $70-75K

Full-time Description The Senior Commercial Relationship Manager (Senior CRM) is responsible for managing and developing a portfolio of commercial relationships and ensures retention of total member assets and net growth in relationships. The Senior CRM will work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through leads. Plays a vital role in the growth and development of the commercial banking portfolio and market share while focusing on profile and sell/cross-sell of commercial products to prospective members. The Senior CRM will build deposits and loans, to include Commercial & Industrial as well as Commercial Real Estate loan products, inclusive of SBA loans. Educate/Counsel members and staff on appropriate credit-based issues. Supports and participates in all Commercial Services initiatives. Primary Duties Ensures that risk management of each member relationship and portfolio administration is in compliance with established credit union policy, procedure and business strategy as well as commercial and regulatory guidelines. Responsible for loan and deposit growth through lead lists, commercial banking portfolio and centers of influence to grow market share, as well as to retain / grow existing portfolio. Member and prospect calling activity consists of telephone and in-person calling. Develops commercial banking relationships by profiling and analyzing financial data to determine the merits of specific loan requests and recommend structure. Makes presentations on specific loans and participate in the credit union's loan approval process, recommending approval and appropriate structure of credits. Provides financial advice and counsel to members and prospective members regarding trends and conditions of the business environment and general banking trends though bank approved sources. Participates in community and business functions/groups to ensure a positive image for the credit union. Establish referral contacts within the community. Appropriately cross-sells services and products to meet members' financial needs. Performs other duties as assigned. Requirements Education Bachelor's degree in Business Management (preferably with a concentration in finance or accounting) or equivalent commercial banking experience. Experience Must have a minimum of five (5) years of experience in Commercial & Industrial as well as Commercial Real Estate lending, including Small Business Administration (SBA) lending experience. Skills Must have the following skills and/or abilities: Strong business development skills. Be a team player by working for the good of the group. Strong analytical ability to interpret data from various sources and make sound decisions based on logical and unbiased reasoning. Must possess strong communication skills (both oral and written). Must have strong evaluation and business writing/report writing skills. Must have strong analytical and decision-making skills. Interpersonal skills essential for interacting with credit union staff and business members. Ability to represent credit union in a professional, confident manner. Thorough understanding of regulatory requirements specific to a commercial lending environment. Proficient in Microsoft Office Suite. Excellent organization and time management skills. Physical/Other Requirements Must be able to: Stand or sit for long periods of time. Lift 10-20 lbs. of boxes, files, or other types of materials.

There is nothing typical about a day in the life of our client services team! This team is filled with special people who act as liaisons for operational support and 340B program management for our covered entity partners. This team helps our partners manage a most effective and efficient 340 program in order to serve patient lives. Can you imagine? Just imagine. Touching patient lives every day. Are you ready for a challenging, true relationship management opportunity with the chance to make an impact on healthcare every day? This is what we do. This is what you can do. It's not necessarily easy. But it is truly rewarding. We offer an innovative and progressive workplace. There is a lot of change and a lot of opportunity to think and make things happen. We know what we do, we do well... but we always want to be better. Bring your account management experience and your passion for people care and let's do this. Tell us about yourself, how you manage programs and why you'd be great on our team.

This role is located 100% onsite in San Antonio, TX. At DATAMARK, Inc., you will experience a dynamic and inclusive company culture that emphasizes collaboration, innovation and professional development. Our team is supportive, engaged and enjoys working together to achieve shared goals. We offer exceptional benefits and are committed to promoting your well-being both in and out of the workplace. Join DATAMARK as a Relationship Manager and contribute your expertise in a role where your impact truly matters! As a Relationship Manager you will serve as the primary point of contact for our clients, playing a vital role in managing accounts and ensuring that our back office operations effectively meet their needs. Your goal will be to uphold the highest service standards while identifying areas for improvement, sales and growth. This Relationship Manager role requires BPO experience in mailroom operations, contact center space or back-office operations. Key Responsibilities: Client Interface: Build and maintain strong relationships with key clients, addressing their concerns and ensuring their satisfaction in our BPO workspace. Performance Analysis: Monitor metrics and performance to ensure service levels are met and identify opportunities for enhancements in our mailrooms, contact centers and back-office operations. Collaborative Approach: At Datamark a Relationship Manager will work closely with internal teams to align services with client expectations and operational capabilities in additional sales in the BPO workspace. Proactive Engagement: The Relationship Manager will regularly communicate with clients through meetings and reports to provide updates and gather feedback. Providing new sales opportunities Strategic Planning: Create and implement action plans that drive client engagement and maximize account growth in our BPO operations including mailroom, contact center and back office. Requirements Education: Bachelor's degree in Business Administration, communications, or a related field. Experience: Minimum of 3 years of experience in a back office/mailroom environment, with at least 2 years in a relationship management or client-facing role. Must have BPO experience in mailroom, contact center or back office operations. Knowledge: Familiarity with back office/mailroom operations, metrics, and best practices. Communication Skills: Exceptional verbal and written communication skills to effectively interact with clients and internal teams. Analytical Ability: Strong analytical skills to evaluate performance data and client feedback. Problem-Solving: Proven ability to resolve conflicts and manage issues with professionalism and tact. Team Player: Ability to work collaboratively within a team-oriented environment. Technical Skills: Proficiency in dashboard tools and Microsoft Office applications. Travel Requirements: Willingness to travel occasionally for client meetings, if needed. **Applicants must be authorized to work in the U.S. for any employer as we are unable to sponsor or take over sponsorship of an employment Visa at this time** Benefits What We Offer: Comprehensive Health Care: Medical, dental, and vision plans Retirement Savings: 401k and IRA retirement plans Life Insurance: Basic, voluntary, and AD&D coverage Time Off: Paid time off, paid volunteer hours, and major holidays Disability Coverage: Short-term and long-term disability plans Professional Growth: Training and development to advance your career. Wellness Resources: Support for your overall well-being. Salary: $69,000 annually

Job Description Commercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities Originate and manage commercial loans, including: Commercial Real Estate (CRE) C&I (Commercial & Industrial) Build, manage, and grow a commercial loan portfolio Analyze borrower financials and assess credit risk Prepare and/or review credit memos and financial spreads Partner with internal credit and underwriting teams throughout the loan process Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background 3+ years of commercial lending experience Demonstrated annual production and loan origination history Strong commercial credit foundation, including: Formal credit training and/or prior Credit Analyst experience Ability to read and interpret financial statements and spreads Underwriting experience (hands-on preferred) Experience managing and growing a commercial loan portfolio Existing book of business is a plus, but not required Experience with CRE and/or C&I lending Why This Role Relationship-driven lending environment Opportunity to make a direct impact on clients and the local market Access to leadership and decision-makers Supportive credit and operations teams Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. brian@solidrockrecruiting.com (605) 910-9530

It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals. What you'll do: * Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) * Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually * Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review * Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis * Identify and recommend products and services best suited to meet clients' needs * Develop and maintain excellent working relationship with credit underwriting team * Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts * Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients * Provide leadership within the private banking team, while remaining a team player * Accept special project assignments in support of the private banking group What you'll need: * Bachelor's degree or equivalent work experience * 5+ years of experience in financial industry * Working knowledge of financial analysis relating to personal financial statements and personal income tax returns * NMLS license; the ability to transfer license to Frost or obtain license within 60 days * Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs * Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups * Ability to perform with limited supervision * Experience in managing a portfolio of affluent and high net worth clients * Demonstrated capacity to sell products and services within the financial services industry * Proven record of success in cultivating new relationships * Outstanding interpersonal, calling, sales, and negotiation skills * Excellent verbal, written, communication, organizational, and customer service skills * Proficient in Microsoft computer applications Additional Preferred Skills: * Series 7, 63, & Group 1 Insurance license (or attainment within 6 months). * Property and Casualty Insurance license * Certified Financial Planner designation * Certified Wealth Strategist designation * Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

CFS is hiring a full-desk Executive Recruiter to join our team in San Antonio! This sales role is responsible for obtaining new clients and maintaining existing accounts; recruiting top accounting and finance talent; “match making” professionals with opportunities; and building long-standing relationships with accounting and finance decision makers. About CFS: 100% employee-owned company - all employees share in the success and growth of the company through our ESOP We offer competitive compensation plan (salary + uncapped commission), full benefits, 401k+ matching, stock ownership (ESOP), fun contests, and opportunity to win trips to tropical destinations We believe in giving our employees support and tools to succeed with the independence to execute We invest in our employees, including comprehensive new hire training, as well as on-going training and development throughout your career We have a history of promoting our employees into division and branch management positions National company with a small family feel-you are a name at CFS, not a number CFS Core Values: Integrity, Teamwork, Excellence in Accountability, Positive Mindset, Discipline/Hard Work CFS's Vision for all Employees: Grow, Have Fun, Make Money, and Provide Opportunities to People Award winning, including 2023, 2024, and 2025 “Top Workplaces USA Award Winner”; Best Practice Institute “Most Loved Workplace” certification; several recognitions from Staffing Industry Analysts including “2024 Best Staffing Firms to Work For”; recognition from Newsweek, Forbes, FlexJobs, ESOP Association, Zippia The ideal fit for this role: 2+ years of experience in sales, staffing, or recruiting with a proven track record of success OR 1-4 years of public accounting experience Enjoys sales-the thrill of the hunt, negotiating, closing the deal-and wants to sell and make money Likes to manage her/his/their work like it is her/his/their own business Ability to communicate at all levels confidently and effectively in an organization Good at connecting on social media, but even better connecting by phone and face to face (including video chat) Driven, competitive, self-motivated, and a team player Good sense of humor Benefits include: Compensation: Base salary + uncapped commission + bonus. Long term wealth: 401K + match. Employee Stock Ownership (ESOP) - you have equity in the company! Insurance: health, dental, vision, life. FSA, HSA, and Dependent Care spending accounts. Commuter benefit. 4 weeks Paid Time Off (PTO) and paid holidays. keywords: sales, business development, account manager, staffing, recruiter, recruiting, executive recruiter, search, hiring, interview, hire, accounting, public accounting, CPA

Salary Range: $75,000.00 To $85,000.00 Annually Account Manager - San Antonio/Austin to Mexican Boarder North American Composites (NAC) What is NAC: North American Composites (NAC), a division of IP Corporation, is a leading distributor of composite materials serving customers across North America. With a strong network of distribution centers and a commitment to exceptional customer service, NAC partners with manufacturers to deliver innovative products, technical expertise, and reliable supply chain solutions. What you'll do as an Account Manager: The Account Manager will be responsible for driving new business development and managing customer relationships within the San Antonio territory . This is a hunter role focused on identifying new prospects, building relationships, and expanding NAC's market presence while also maintaining and growing existing accounts. What you can expect to do as an Account Manager: Proactively prospect, cold call, and network to generate new leads and grow NAC's customer base across the Oregon territory. Develop and execute sales strategies to open doors and close new business opportunities . Manage and grow existing customer accounts by providing solutions that meet technical and commercial needs. Build long-term relationships by understanding customer goals and delivering exceptional service. Collaborate with internal teams including technical support, supply chain, and customer service to ensure seamless execution of orders and projects. Monitor market trends, competitor activity, and customer feedback to identify new areas for growth. Prepare and deliver sales presentations, proposals, and forecasts to customers and leadership. Participate in industry events, trade shows, and networking opportunities to increase visibility and expand the territory. What we are looking for in an Account Manager: Bachelor's degree in Business, Chemistry, Engineering, or related field preferred; equivalent work experience considered. 3+ years of experience in outbound sales, business development, or account management , ideally in manufacturing, distribution, or chemical/composites industry. Strong “hunter” mentality with a proven track record of building pipelines and closing new business . Excellent interpersonal, communication, and negotiation skills. Self-motivated with the ability to work independently and manage a large territory. Ability to analyze market data and translate insights into actionable strategies. Willingness to travel regularly within the assigned territory. Why NAC? Positive, challenging, and supportive work environment. Competitive benefits, including dental, vision, generous PTO, 401(k) with company match and more. Freedom to innovate and make a difference in a vibrant, values-driven company that cares about its people. NAC is an equal opportunity employer and encourages diversity in the workplace. If you are a driven sales professional with a hunter mentality and a passion for building strong customer partnerships, we encourage you to apply and join our team! Pay Transparency Range $75,000.00 - $85,000.00 OTE: $120,000.00 - $130,000.00 #LI-IPCORP

Apply Description VETERANS ARE ENCOURAGED TO APPLY Lonestar Equipment Solutions is seeking an experienced and relationship-driven Account Manager to support and expand our Tool & Equipment sales and rental business. This role is ideal for a customer-focused professional who excels in fast-paced environments and takes full ownership of client satisfaction and retention. While the title is not traditionally branded as “sales,” the position requires a strong sales-minded approach to drive rental revenue, service adoption, and long-term customer partnerships. The Account Manager will manage key rental accounts, develop new business, and coordinate with operations to ensure customers receive the right equipment, on time, with exceptional support. Responsibilities: • Manage and grow an assigned portfolio of contractor, industrial, and commercial rental accounts to support company revenue targets. • Develop new business opportunities through prospecting, site visits, referrals, and relationship building within the construction and industrial markets. • Maintain strong, long-lasting customer relationships through proactive communication, problem solving, and exceptional service. • Understand customer jobsite needs and recommend appropriate rental equipment, tools, and service solutions. • Collaborate closely with Operations, Dispatch, Service Technicians, and Rental Coordinators to ensure accurate orders, timely deliveries, and smooth jobsite execution. • Support equipment pricing, quotes, rental agreements, and contract renewals. • Maintain accurate pipeline updates, customer activity notes, and account information within the CRM system. • Stay informed about equipment capabilities, new products, market trends, and competitor offerings. • Visit jobsites, attend customer meetings, and represent Lonestar Equipment Solutions at industry events, trade shows, and association activities. • Resolve customer issues or escalations in coordination with branch leadership. • Perform other duties as assigned by leadership. Requirements: • 3-5+ years of experience in account management, rental sales, construction equipment, or tool rental industry strongly preferred. • Strong knowledge of rental equipment, jobsite applications, and equipment capabilities (or willingness to learn quickly). • Excellent communication, relationship-building, and customer service skills. • Ability to work independently, prioritize tasks, and manage multiple accounts simultaneously. • Strong problem-solving abilities and a proactive, customer-first mindset. • Proficiency with Microsoft Office Suite and CRM systems. • Ability to build rapport and earn customer trust through reliable support and consistent follow-through. • Bachelor's degree in business, sales, or a related field preferred but not required. Physical Requirements: • Ability to travel to customer sites, job sites, and industry events as required. • May be required to lift up to 25 lbs. • Must be able to remain in a stationary position for extended periods when completing administrative tasks. • Regularly operates a computer and other office equipment. Benefits: • Medical, dental, life, and vision insurance • 401(k) Retirement Plan with company match • Paid Time Off • Specified Holiday Pay Disclaimer: This job description outlines the general responsibilities and requirements for the position. Additional duties may be assigned as needed to meet business objectives. At Lonestar Equipment Solutions, we MAKE IT HAPPEN by providing reliable equipment, exceptional service, and trusted partnerships across every job site we serve.

JOB SNAPSHOT Job Title: Account Manager Environment: Industrial Pay Rate: $23.00 / hour General Job Functions: Customer Service, Supervise officers, scheduling, interviewing, liaison between GardaWorld, the client, and the officers Shift & Hours: Must be available for all shifts Who is GardaWorld? GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff and assets, wherever they are in the world. We offer different schedules, diverse work assignments spanning multiple industries and career advancement opportunities. We encourage diversity and are proud to be an equal opportunity employer. GardaWorld Security Services is looking for an Account Manager to fulfill different assignments for our clients. JOB DESCRIPTION Job Responsibilities specific to this client site include, but are not limited to: Lead a team of Security Officers by example. Prior Experience on the below topics required. Managing On-Site Specific Subject Matters: The Account Manager serves as the primary point of contact for all subject-specific matters on-site. They are responsible for overseeing the technical, operational, or logistical requirements and ensuring that all aspects of the site are functioning efficiently. This may include managing equipment, addressing client needs, and resolving any on-site challenges or issues. Scheduling: The Account Manager is responsible for creating and maintaining schedules for on-site staff, ensuring that adequate coverage is provided at all times. They coordinate the timing of service delivery and personnel assignments to ensure the client's needs are met within the specified timeframes. Corrective Actions: If any issues arise, the Account Manager takes proactive measures to address and resolve them. This may involve implementing corrective actions for performance issues, ensuring compliance with safety standards, and conducting investigations or follow-ups on any incidents that may require intervention. Payroll Management: The Account Manager ensures that all on-site staff's time is accurately tracked and processed for payroll. They handle timesheets, resolve any payroll discrepancies, and work closely with the finance department to ensure that employees are compensated accurately and on time. General Account Manager responsibilities include, but are not limited to: Supervise the day-to-day service provided to the client and ensure service is of the highest standard Develop and maintain effective relationships with client and employees, and serve as the liaison between GardaWorld, our client, and our assigned staff Meet regularly with client to address problems, provide status updates, communicate needs, and ensure satisfaction Participate in the selection, orientation, training, and continual development of staff assigned to the account Ensure 100% payroll and billing accuracy Ensure 100% compliance with federal, state, and local regulations in assigned account Respond quickly to critical situations Ability to read and write detailed reports Enforce client procedures, regulations, and standards QUALIFICATIONS Qualifications specific to this client site include, but are not limited to: Management or supervisory experience Knowledge or experience in Security/Private Protective Services At least 21 years of age or older as required by applicable law or contractual requirements General Qualifications to work as an Account Manager at GardaWorld include: Possess at least an associate's degree or equivalent Minimum 3 years progressive progressive management experience Pass an extensive screening process License # B07179

Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose: Responsible for managing existing accounts and developing potential accounts within an assigned territory by prospecting, and presenting to customers. Develops appropriate sales strategies to target specific clients. Interacts with other sales functions to develop/share strategies. Primary Duties /Responsibilities: Develop a comprehensive understanding of an existing or potential client's business, and determine Veolia's capabilities for them by presenting a range of services and disposal methodologies. Create professional presentations and generate quotations for existing business and/or prospective customers by developing relationships. Interact with other Team Members in researching and developing services, pricing, and quotations for customer accounts. Determine pricing strategies based on client's current needs and identifying innovative solutions to gain net new customers and grow existing accounts. Utilize interpersonal skills to communicate to management and support staff achievement of common goals and objectives within sales opportunities. Develop regional sales criteria for territory growth while maintaining and/or lowering operational costs through contract negotiations. Other duties as assigned Qualifications Education / Experience / Background: High School diploma or GED equivalent required. Bachelor's degree or equivalent work experience preferred Prior sales experience in the hazardous waste industry preferred Knowledge / Skills / Abilities: Computer proficient Strong team player Excellent interpersonal and communication skills Time management: the ability to organize and manage multiple deadlines Strong customer service orientation Ability to effectively present information Ability to negotiate effectively High level of understanding of Veolia operational facilities and the ability to demonstrate to clients the ability to manage hazardous waste in accordance with federal, state, and local regulatory policies and laws. Required Certification / Licenses / Training: Valid drivers license OSHA HAZWOPER Certification Additional Information Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.