Relationship manager jobs in San Marcos, CA - 758 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: * Industry experience within business, commercial, or corporate banking segments. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations * Manage all parts of projects, from client buy-in to planning, budgeting, and execution. * Source and coordinate work from other internal workforces. * Develop our next-generation Wholesale credit technology offerings. * Become a trusted advisor for C-suite clients looking to solve critical business problems. * Drive business development to originate new client opportunities. * Build your reputation as an industry thought leader. * Travel, as required, up to 80%. Qualification Here's What You Need: * Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development * Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems * A Bachelor's degree Bonus Points If You Have: * Extensive transformation strategy or operating model design experience in commercial banking. * Launched new product offerings in the banking industry. * Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. * Advanced degree or financial industry certification. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Demonstrated experience developing and managing relationships with senior client executives. * Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. * Structured problem-solving and ability to simplify complex initiatives to improve execution. * Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS) Professional Skills * Proven ability to operate within a collaborative environment. * Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. * High energy level, focus, and ability to work well in demanding client environments. * Excellent communication (written and oral) and interpersonal skills. * Strong leadership, problem-solving, and decision-making abilities. * Unquestionable professional integrity, credibility, and character. What's in it for you? * You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. * At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. * Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. * You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York $87,400 to $293,800 New Jersey $100,500 to $293,800 Washington $100,500 to $270,300 Locations

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Five plus years lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Sales management, business development skills, proficiency in building and maintaining positive client relationships Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking, self-directed, proactive and creative 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 Base Pay/Salary San Diego,CA $147,250.00 - $215,000.00 / year #J-18808-Ljbffr

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: Proficient in both virtual and live customer engagements Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines Develop strong customer relationships by better understanding the customer's needs Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients Communicate territory activity in an accurate and timely manner as directed by management Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results Successfully complete all training classes in a timely manner Complete administrative duties in an accurate and timely fashion Manage efforts within assigned promotional budget Effectively collaborate across all corporate functions Attend medical congresses and society meetings as needed Ensure timely access for patients through patient services and savings programs Overnight travel as indicated by the needs of the business Additional responsibilities as assigned Qualifications / Requirements Bachelor's degree from an accredited college or university Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space Psychiatry/CNS experience strongly preferred Demonstrated experience delivering outstanding results Launch experience strongly preferred Must live in the territory's geography Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment Comfortability with uncertainty and high expectations Patient support services experience a plus Strong digital marketing aptitude Strong interpersonal, presentation, and communication skills Frequent driving, including extended periods of time behind the wheel Prolonged sitting and standing as part of daily job functions Ability to lift and carry up to 30lbs regularly Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country. With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale. The Role · Develop and implement sales strategies to achieve company goals and expand market presence among the USA. · Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets. · Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation. · Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth. · Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met. · Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels. · Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations. · Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities. · Generate and present regular reports on US sales performance, market trends, and competitive analysis. · Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States. The ideal candidate · US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred). · Proven experience in US sales, with a successful track record of achieving sales targets. · Strong knowledge of US cycling market and business practices. · Excellent leadership, communication, and negotiation skills. · Proficiency in multiple languages may be advantageous. · Willingness and ability to travel nationally and internationally as needed. · Strategic thinker with a global mindset. · Strong problem-solving and decision-making skills. · Exceptional interpersonal and relationship-building abilities. · Results-oriented and driven to meet sales targets. · Knowledge and passion for outdoor and or cycling sports is a plus.

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 Vista, CA. 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!

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. 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. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. 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: *********************************************************************

Job Description The Role: Relationship Manager Reports To: Market Leader Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank's overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You'll Do Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate's high-touch service standards, and Formula for Success. Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio. Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate's strategic growth vision. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Who You Are Experience & Expertise 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution. Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments. Proven success in reinforcing a disciplined, performance-driven credit culture. Bachelor's degree in Business, Finance, or related field preferred. Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects. Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do. If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description The Relationship Manager is the Bank's primary business development officer whose primary role is driving business and revenue growth while building strong relationships within the community. This individual will be responsible for identifying and cultivating new business opportunities, as well as nurturing existing client relationships. The successful candidate will have a deep understanding of the financial industry, a strong accounting and financial statement analysis ability, excellent communication and interpersonal skills, and a proven track record in achieving business development goals. DUTIES AND RESPONSIBILITIES: Market Analysis and Identification of Opportunities: Conduct thorough market research to identify potential business opportunities within the community. Stay abreast of industry trends, economic developments, and competitive landscape. 2. Meet Production Goals: Source enough new business to meet the Bank's defined production targets: Deposits, Loans, fee income, wealth management referrals, and any other goals defined in the Bank's plan. $10/$10 [$5]: it's every RM's responsibility to know the meaning of these terms. Have a copy of, and be able to discuss with knowledge, the margin-based comp plan that converts the $10/$10[$5] production standard into a margin-based plan. Know how the quarterly margin-based payout works. If you don't understand the margin-based plan concepts, own the responsibility to seek training by requesting in writing from your Team Leader and/or from the CBO. Own the responsibility to obtain the current IC Plan document (obtain from your supervisor), understand it (ask your supervisor to explain any ambiguities), and send a signed copy to your supervisor, retaining a copy for your personal files. 3. Prospecting and Lead Generation: Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Conduct lead development through cold calling and other means to identify new prospects. 4. TM / Operations / New Accounts On-Boarding Single point of contact: The RM is the voice and face of the bank for all things on-boarding for the client. The RM is the “general contractor” and all the support groups are the “sub-contractors.” (new accounts, TM sales, digital banking, wires, etc…) RM's should maintain direct contact with their client throughout the on-boarding process, and not just virtually through email or texting. RM's should make multiple “Quality Control” calls throughout the on-boarding process and make the client feel that they can reach out to the RM for any need or correction. The RM then involves the sub-contractors to manage issues. RM's are responsible for knowing and understanding the Endeavor on-boarding process document, and should follow it every time. 5. Client Relationship Management: Cultivate and maintain strong relationships with existing clients to understand their financial needs and identify opportunities to provide additional solutions to solve client's problems or to take advantage of client opportunities. Act as a trusted advisor, providing financial guidance and solutions tailored to clients' specific business requirements - Consultative Banking Advice. Actively solicit attendance at Business Owner's Forums and other client events. Credit: understanding the credit quality of the Borrower / Client Credit broadly consists of understanding a Borrower's: Cash flow sufficient to repay a loan. Consistent profitability. Liquidity / Working capital health. Debt and leverage. Growing and healthy level of capital. “Strategic health”. (Analyze the business strategy of the client/prospect and determine if its sensible Market conditions. Financial reporting and loan agreement monitoring. Is the client meeting all covenants. If not, has discussion been elevated to Credit Administration. RM's are the Bank's first line of defense to understand, know, and be the early warning on credit issues that could render the bank at risk for loss. Note: Endeavor Bank has a full underwriting / analyst / and credit monitoring team, but that does not absolve the RM from his/her credit responsibilities. 6. Sales and Revenue Generation: Prepare a marketing plan annually to be reviewed quarterly with Team Lead. Develop and execute effective sales strategies to meet or exceed business development targets. Work closely with product and service teams to promote and cross-sell the bank's offerings. Self-enroll in Credit, Sales or other skill development training to broaden knowledge and skill sets. Sales Calls: Understand and know the Sales Call Process document Follow the Sales Call Process document every time. Both for new prospects and existing clients. 7. Collaboration with Internal Teams: Collaborate with Credit, Risk, Operations, BSA, TM Sales, and other internal teams to ensure a seamless client experience, to manage risk, and provide effective management of client and internal relationships. 8. Reporting and Analysis: Prepare regular reports on business development activities, including pipeline status, prospect conversion rates, and revenue generated. Analyze data to identify trends, opportunities, and areas for improvement. 9. CRM Participation: Continuously utilize the CRM system to create and manage contacts, opportunities, and appointments. This is more than a daily activity. It's 100% of the working day. Leverage the CRM for scheduling follow-ups and to document all prospect and client conversations, ensuring accurate and up-to-date information. Maximize the CRM's capabilities to streamline business development processes and enhance overall efficiency. Collaborate with the CRM administrator and provide feedback for system enhancements based on user experience. Stay informed about CRM updates and features, ensuring the team's proficiency in utilizing the system effectively. 10. nCino Utilization for Loan Management: Fully engage with the nCino platform to manage the end-to-end loan process efficiently. Utilize nCino to input and track loan applications, monitor approval workflows, and ensure compliance with regulatory requirements. Collaborate with the loan processing team to streamline communication and documentation through the nCino system. Leverage nCino's reporting and analytics features to provide insights into the loan portfolio and support data-driven decision-making. Stay updated on nCino's functionalities and updates, ensuring optimal utilization for enhancing the overall loan management process. 11. Full Participation in Bank's EOS Management System: Actively engage with the bank's EOS (Entrepreneurial Operating System) management system, ensuring comprehensive involvement in key components such as: D10's (Department Level 10 Meetings), Rock and milestone development, ToDo's, and Issue development and solutions (IDS). Contribute to the success of D10's by providing valuable insights, updates, and collaborative problem-solving during department-level meetings. Play a role in the development and tracking of Rocks (major priorities) and milestones, ensuring alignment with organizational goals and objectives. Proactively manage ToDo's (tasks and responsibilities), ensuring timely completion and alignment with strategic priorities. Contribute to the identification and resolution of Issues (barriers and challenges) through the development and implementation of effective solutions within the IDS framework. 12. Production Tracking: At least quarterly, meticulously maintain and update the bank's tracking systems to monitor and assess your business development production related to loans and deposits. Provide accurate and up-to-date data on key performance indicators, including loan origination volumes, deposit growth, and other relevant metrics. Collaborate with internal stakeholders to ensure the seamless integration of production tracking data into broader reporting and analysis systems. Analyze production trends and outcomes, identifying areas for improvement and implementing strategies to enhance overall performance. Prepare comprehensive reports on business development production for presentation to management, highlighting achievements and proposing actionable insights for continued growth. 13. Community Involvement: Actively engage in community outreach activities to strengthen the bank's presence within the local community. Represent the bank at civic and community events, fostering positive relationships with key stakeholders. Identify and participate in sponsorship opportunities, events, and initiatives that align with the bank's values and community development goals. Collaborate with community organizations, chambers of commerce, and other relevant groups to enhance the bank's visibility and community impact. Join and contribute to non-profit boards. Encourage and support team members in participating in volunteer activities and community service projects to contribute to the bank's corporate social responsibility efforts. 14. Business association involvement Actively participate in relevant business associations, industry groups, and trade organizations to expand the bank's network and influence within the business community. Attend association events, conferences, and meetings to stay informed about industry trends, regulatory changes, and business opportunities. Establish and nurture relationships with key influencers, business leaders, and decision-makers within the business associations. Leverage involvement in business associations to identify potential partnerships, collaborations, and business development opportunities. Share insights gained from business association involvement with internal teams to inform strategic decision making and enhance the bank's competitive position. SUPERVISORY RESPONSIBILITIES: This job has supervisory responsibilities. QUALIFICATIONS: Proven experience in business development within the commercial banking sector. Bachelor's degree in business, finance, or a related field. Intermediate level accounting proficiency with an understanding of financial statement analysis. Strong understanding of financial products and services. Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to meet and exceed sales targets. Familiarity with the local business community and market dynamics. Ability to work independently and collaboratively within a team. Proficient in Microsoft Office Suite and CRM software. TRAVEL REQUIRED Must be available to travel.

Job Description TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company's brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles. Requirements Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results Familiarity with industries such as restoration, property management, construction, or related fields is preferred Benefits Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.

We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time. We started our journey by providing smart and simple payment processing tools and products but haven't stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions. Our mission is to give companies the tools they need to change the future of their business. Job Summary This position manages the entire support team which includes the Client Engagement Specialists and the Senior Client Engagement Specialists. As a supervisor, this role is responsible for hiring, termination, performance management, career development and overseeing the day-to-day responsibilities of the Client Engagement team. They will also be responsible for training new team members and making sure they are assimilated properly into the team. They will also be the escalation point for all issues that cannot be resolved by the rest of the team. Requirements Responsibilities & Duties Willing to travel to our Tijuana Mexico office 5 days a week Supervise employees, including but not limited to conducting performance reviews, goal setting, providing guidance and working through employee relation issues within the team. Identify career development needs/opportunities for each individual member of the team Interview and hire new team members. Train new team members to ensure they understand Payarc products, systems and how other departments work with this team to support clients/merchants. Manage and delegate, as needed, all tasks assigned to support team ensuring timely completion of open issues. Subject Matter Expert/Lead on investigating complex issues brought to us by either the merchants or agents and act as an escalation point to get problems resolved as quickly as possible, including questions regarding authorizations, batches, clearing, settlement, remote technical support for various payment terminals and payment gateways, along with triaging issues between other company departments. Provide customer service to existing clients over the phone and email. Take lead with projects assigned to the support team such as pricing updates and updating information for merchants ensuring they have the correct equipment for their business. Mentor new employees Other duties as assigned. Skills/Competencies Extremely detail oriented Ability to multi-task Good interpersonal skills Strong communication skills Strong relationship building skills Influencing skills Strong problem-solving skills Coaching Skills Leadership skills Handle complex, sensitive issues Customer service oriented Qualifications / Experience Required Spanish speaking a plus Proficient in Microsoft Word/Excel 3+ years of experience in customer service with proven ability to solve issues and work well with a team Education Requirements College Degree preferred Physical Requirements Prolonged sitting PM22 Salary Description Starting at 100k

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service. Responsibilities: Manage a portfolio of commercial insurance clients Respond to customer inquiries and resolve issues in a timely and professional manner Act as the main, day-to-day contact for clients. Prepare Applications and other documents required for a submission. Perform Contract reviews for insurance requirements compliance. Prepare Certificates of Insurance, Invoices, and Finance Agreements. Process Endorsements, Audits. Review and process client policy renewals and endorsements Maintain and update client information in our database Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive). Check binders, policies, endorsements, and audits for accuracy. Prepare summaries and/or schedules of coverage for clients. Work closely with underwriters and carriers to provide clients with the best coverage options Build and maintain strong relationships with clients through regular communication and follow-up Qualifications: Minimum of 3 years of experience in client service in the insurance industry P&C Insurance experience: 3 years (Required) Client Management: 3 years (Required) Strong communication and interpersonal skills Ability to multitask and prioritize effectively Proficient in Microsoft Office and insurance industry software Proficient with Web-based CRMs and Raters College degree preferred Bilingual in Spanish is a strong plus We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today! Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

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. Job Description: 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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise 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. 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. 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, problem resolution, 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance. Primary Responsibilities Create and deliver WIA service plan Prepare for and participate in strategy meeting Reviews exposures against coverages and performs gap analysis Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations. Review, finalize and participate proposal meeting Document clients order to bind and review binder for accuracy Participates in post renewal meeting Participates in stewardship planning and delivery for large clients Oversight of confirmation of coverage, policies, endorsements, and audits as applicable Other Responsibilities, as applicable Setup and maintain account details, contacts, and policy information in EPIC Summarize loss history Summarize current programs and expiring exposures Draft finance contracts and create premium billing allocations. Review carrier invoices Coordinate and finalize policy check Coordinate audits Position Specific Skills/Qualifications Work Experience Required 3+ years' experience in Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Required Must hold state Property & Casualty insurance license. Essential Skills/Competencies Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative. Able to obtain firsthand customer information and use it for improvements in placements and services. Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines. Proficient in self-serve portals and manages client training and utilization Strong understanding of Excel Follows a well-established set of activities. Able to solve difficult problems that are not routine, but not overly complex. Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service Education Required HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in Illinois. The base salary for this position at the time of this posting may range from $60,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1

WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. * Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit. * Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed. * Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service. * Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses. * Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships. * Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. * Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition. * Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation. * Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary. * Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience. * Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of experience in a financial institution required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients. * Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC) * Economic Environment - understanding of the economic environment and its impact on clients. * Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-DH \#LI-DH

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are seeking a dynamic Business Development Officer to join our team in San Diego, Los Angeles, Sacramento, CA. This role is responsible for driving growth by connecting businesses with tailored banking solutions. If you thrive on building relationships, identifying new opportunities, and helping companies succeed with full-service financial products, we want to hear from you! This role is perfect for a motivated professional who enjoys networking, developing strategies, and making a real impact in the business community. Essential Functions: * Responsible for sourcing and developing prospects, new clients, and selling business banking services and products. * Responsible for developing sales strategies and expanding referral sources. * Passes off prospects to Business Banking Relationship managers to close the relationship. * Responsible for gathering data to be used in the selling process, participating in community organizations and activities, and assisting prospective clients in completing loan and services applications. * May supervise or lead lower level BDO's * Other duties as assigned. Qualifications: * Requires a Bachelors in Business, Finance or a related field and 2+ yrs experience in business development, sales, loans, banking/finance products and services or other directly related experience. A combination of education and experience may meet job requirements. * Working knowledge of sales techniques, business development, banking/finance products and services. * Must have solid customer service and negotiation skills. * Solid communication skills, both verbal and written. * Solid problem resolution and presentation skills. * Ability to work with internal staff on relationships. * Working knowledge of word processing, spreadsheet and general PC's skills. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $105,000 - $120,000 depending on job-related factors such as level of experience.

Job Description Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketplace. Calls on and develops a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. Presents the bank's loan capabilities. Structures SBA loan proposals, completes initial underwriting and prepares credit package. Responsible for the success and growth of assigned sales territory. Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. REQUIREMENTS: 5+ years of financial services industry experience 3+ years of experience in SBA 7a & 504 lending, selling business related financial services products, or a combination of both Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of underwriting or evaluating commercial credit Established network of COIs and brokers in the local market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

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.