Relationship manager jobs in Sarasota, FL

We are looking for an Entry Level Benefits Consultant to manage assigned client accounts and open new accounts. You will address customer concerns and contact prospects to expand your account portfolio. This role may often be challenging, so you should be able to remain calm and polite in tough situations. If you have some experience in sales or customer service, we'd like to meet you. Your goal will be to foster long-term relationships with clients and help grow our business.Responsibilities Be the main point of contact for customer needs Follow up regularly after closing a sale to ensure client satisfaction Respond promptly to customer queries and complaints to find solutions and defuse tension Pass on issues to account managers when needed Present new or additional products and services to existing customers Send reports on sales activity, account status, and possible issues Negotiate contracts and handle paperwork (e.g. invoices, orders) Contact prospects to expand account portfolio Maintain accurate records of customer interactions and transactions Maintain knowledge of products, services, and promotions. Collaborate with other team members to ensure customer satisfaction. Communicate customer feedback and concerns to managers. Complete administrative tasks such as reports and follow-up calls. Maintain a positive attitude and keep up-to-date with training and education. Adhere to company policies and procedures regarding customer privacy and security. Requirements 1-2 years High school diploma or GED Background Check Driver License Authorized to work in US Benefits Education Assistance Salary: $35,419.00-$106,094.00 per year

Regional In-Home Sales Manager in Training Key member of the sales leadership team, Regional in-home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills. Key Responsibilities Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners) Actively recruit and on-board outside contractors with experience in window treatments Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance Work with business support groups to provide ongoing operation support to BTG partners Work with installation managers to build installation network and maintain excellent service levels in remote markets Help identify and qualify installers as needed Measure installation service levels Work with stores leadership to identify additional opportunities for BTG Partners Program Key Requirements Bachelors in business or related field 10+ years experience including: Operating experience in retail or multi-location service business In-home sales and management experience Experience managing 3rd-party service providers Strong interpersonal and communication skills High energy and strong motivation skills Very strong customer service, problem-solving and follow-up skills Ability to identify root causes and solve issues with a high sense of urgency Ability to build cross-functional relationships Experience working independently, but also as part of a team Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG. Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field Two (2) years of related experience Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA

The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to: Ensure delivery of high standards of service to strengthen customer loyalty Maintain a dedicated, high touch service and professional relationship applying a short-and long-term approach to addressing the customer's overall financial needs Assess customer goals and needs and provide comprehensive advice on banking (deposit and lending) products while optimizing cross-selling opportunities Prepare and deliver proposals based on clients' goals and needs, using available tools and applications Coordinate client meetings with product specialists (trust / investments) to support the sale of products and services and deliver comprehensive proposals Identify potential customer issues and channel them with the responsible units through resolution, acting as a customer advocate within and outside the organization Seek feedback from customers on a regular basis to identify and address service quality issues Identify and report any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure compliance with Amerant Code of Ethics and BSA/AML, USA Patriot Act, OFAC, information security, suspicious activity reporting requirements, and policies and procedures Work Experience: 5+ years of experience working with high-net-worth customers, providing them deposit product solutions Experience offering lending solutions preferred Education and/or Certifications: Bachelor's degree in Business, Finance, Economics or related field required. Reputable and relevant professional certifications a plus Technical and/or Other Essential Knowledge Proven experience developing, expanding and retaining a book of business Ability to close sales, negotiate terms and apply a consultative approach to the sales process Proficient using the Microsoft Offer Product Suite including MS Teams, MS Word, MS Excel and MS PowerPoint 20% travel required Functional Competencies: Must be a team player, have the ability to work under pressure, conduct business with minimum supervision and with a professional demeanor. Must be able to solve problems and conflicts, manage time and projects. Must be able to communicate effectively verbally and in writing and deliver engaging presentations. #LI-Onsite

Job Title: Senior Project Manager / Client Relationship Manager I - Mechanical or Electrical Background (PE License Preferred) Experience: Minimum of 10 years Position Overview: We are seeking a Senior Project Manager / Client Relationship Manager with a strong background in mechanical or electrical engineering, preferably holding a PE license. This role will be pivotal in overseeing and managing projects primarily within the healthcare sector, with additional focus on higher education, K-12, federal government, and stadium projects. Responsibilities: Management: Facilitate communication between clients, project team members, owners, and architects by attending meetings and documenting critical issues. Monitor project budgets and ensure alignment with man-hour allocations; adjust schedules as necessary. Identify, negotiate, and manage fees for additional services required during project execution. Develop and nurture business relationships crucial to project success; actively engage in business development activities with current clients. Validate project scope and requirements with clients and stakeholders, collaborating with the Client Relationship Manager (CRM) or Location Leader when necessary. Assist in financial planning by negotiating fees, preparing proposals, and participating in budgeting processes, coordinating with CRM or Location Leader as appropriate. Aid in developing project staffing plans and preliminary man-hour budgets with the Senior Project Manager (PM), CRM, Department Head, or Location Leader as applicable. Technical: Hold a technical or bachelor's degree in relevant engineering disciplines, supplemented by ten years of practical experience on similar projects. Possess Professional Engineer licensure. Preferably have experience in healthcare building design. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Demonstrate a comprehensive understanding of engineering principles, methodologies, project approaches, and system designs. Basic accounting knowledge is necessary for budget creation and maintenance. Comfortable interacting directly with clients. Market & Project Experience: Focus on healthcare markets, with additional experience in higher education, K-12, the federal government, and stadiums considered advantageous. Experience with hospitals/healthcare projects, encompassing new builds, renovations, and rehabilitations. Experience in federal government, higher education, and stadiums would be beneficial. Education and Licenses: Bachelor of Science in Mechanical or Electrical Engineering. Professional Engineer (PE) license preferred. This role offers a unique opportunity to leverage extensive project management skills alongside technical expertise in mechanical or electrical engineering. The ideal candidate will thrive in a dynamic environment, driving project success through effective client engagement, meticulous budget management, and strategic business development efforts.

JobID: 210690975 JobSchedule: Part time JobShift: Base Pay/Salary: Chicago,IL $115,000.00-$170,000.00; Palo Alto,CA $142,500.00-$200,000.00; Jersey City,NJ $142,500.00-$200,000.00 Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager within the Technology Media & Telecoms team in Merchant Services, you will manage a select portfolio of global large corporate clients. You will collaborate closely with the firm-wide bank coverage team, JPMorgan Payments Treasury Services. Your role involves maintaining strong relationships with key decision-makers and influencers within your assigned client relationships. You will work towards meeting JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting existing business, and identifying, pursuing, and acquiring additional business within your designated portfolio. Job responsibilities * Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction * Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery * Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services * Establish and maintain strong internal partnerships with respective JPMorganChase coverage teams through on-going collaboration and communication * Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments, Treasury Services * Understand client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations * Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business * Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment Required qualifications, capabilities, and skills * 8 + years of experience in strategic relationship management and/or business development in the Payments industry * Contract negotiation experience * Senior sales and account executive management experience * Experience managing complex clients * Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients * Experience and comfort level working with C-suite level client stakeholders * Demonstrated track record of collaboration across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners * Demonstrated ability to work across internal teams and external clients * Strong presentation skills * Exceptional verbal and written communication skills * Travel Required Preferred qualifications, capabilities, and skills * Technology related experience * Master's in Business Administration * Expertise in specialized industries such as with other financial institutions, fintech, billers, major and specialty retail and vertical knowledge within the payments industry * Certified Payments Fraud prevention professional (CPFPP) FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Shape the future of advisory delivery by developing solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading innovation in treasury and payments, overseeing comprehensive delivery processes, coordinating dependencies, and collaborating with diverse stakeholders. As a Vice President in the Global Payments Advisory Delivery team, you will be responsible for owning and executing the global content and sales enablement strategy, ensuring advisory insights, tools, and messaging are consistently delivered across regions and aligned to commercial goals. You will partner closely with advisory leads, marketing, commercialization, sales, product, and research & analytics teams to support scalable client engagement and enablement. Job responsibilities Develop and execute a cohesive strategy for content management and sales enablement across the global advisory organization. Create and maintain high-impact client and internal materials that support go-to-market efforts, aligned with strategic advisory priorities. Drive consistent branding, messaging, and communication standards across all advisory deliverables. Ensure materials are easily accessible, well-organized, and usable by sales and coverage teams globally. Lead knowledge-sharing and training programs to enable sales, including forums, workshops, and structured learning initiatives. Coordinate the advisory team's participation in internal and external events, ensuring content is aligned with business priorities. Lead internal communication efforts to keep stakeholders informed and engaged, including newsletters and updates. Collect feedback from internal stakeholders through surveys and debriefs to continuously refine materials and delivery effectiveness. Implement scalable frameworks for content creation, approval, distribution, and impact tracking. Collaborate with research & analytics to transform insights into actionable content and client-ready outputs. Maintain oversight of internal content libraries and performance dashboards, ensuring visibility into usage and impact. Required qualifications, capabilities and skills 8+ years of experience in financial services, payments, treasury, or consulting, with a focus on content, strategy, or enablement. Proven ability to develop and scale content and enablement strategies in a global, matrixed environment. Strong understanding of client engagement dynamics in B2B financial services. Excellent writing, communication, and storytelling skills with a focus on clarity and impact. Comfortable managing complex projects and working across functions and regions. Highly organized with experience implementing processes, tools, and tracking mechanisms.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We have an exciting opportunity for an experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in Tampa, FL. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy families and their private businesses and/or investment entities. Candidates must be familiar with high-net-worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues. Basic Qualifications: Bachelor's degree in Accounting CPA License or JD required 10+ years public accounting or family office tax experience Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers) Must be able to support financial growth efforts and manage a book of business Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners Strong verbal and written communication skills with the ability to articulate complex information and tax law Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. 10+ years' experience in dealing with high-net-worth clients required Preferred Qualifications: Master's Degree in Taxation or Law Degree Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices Experience working with Private Foundations Exposure to reporting and filings related to foreign assets, investments and holdings Proven ability to develop new business relationships and expand services to existing clients At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank + Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and matching the bank's capabilities to meet these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and training to other bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the underwriting process. + Gather financials for new and renewal opportunities with clients. + Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. + Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + CRM and Underwriter work together to appropriately ensure accuracy of underwriting package + Finalize term sheets to meet client and bank needs + Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team + Builds and maintains a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision + Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed + Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy + Performs all other duties as assigned **Qualifications Include** + Bachelor (4-year college) degree + 6-8 years of experience or an equivalent combination of education and experience + Experience with Microsoft Outlook, Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Account Relationship Manager - Entry to Mid Level Purpose of Position is to prospect, sell and close new customers on insurance product offerings discerned through needs analysis at point of sale. The quote, follow up and close multiple insurance products in a household through educating prospects on insurance offerings that fit their individual needs. The role of the Account Relationship Manager is to consistently learn through education, licensing and on the job experience and use this knowledge to offer our suite of insurance solutions to new and existing customers. Ultimately to close new policy sales on a consistent basis through both cross selling current customers and procurement of new customers to the agency. Experience and Characteristics Needed • Results Oriented • Strives for Excellence • Passionate • Resilient • Excellent phone and communication skills • Task Diligent even with significant distractions and obstacles • Ability to work individually as well as a part of a team • No more than 2 jobs in 5 years (consideration will be given for reasonable explanations and Ideal Trait results) Requirements License Requirements Florida 440 prior to hire. 215 (Life and Variable annuity) licenses required within 18 months of hire date. Full General Lines 220 to advance to uncapped commission structure within 18 months as mutually agreed upon Working Hours Monday-Thursday 9am -6pm and Friday 9am -5pm with 1 Hour Lunch Phone lines go off at 5:30pm so if employee leaves at 5:30pm lunch will be 30 minutes Working Evenings and/or Saturdays as needed to boost sales commissions Start time should be 10 minutes prior to office opening Essential Functions • Prospecting of potential leads through lists, prospecting campaigns, in person and referrals to securequote opportunities daily and close sales• Outbound phone and email contact and follow up to prospect leads and customers• Provide household Quote for multiple lines of insurance• Close sales and handle processing of applications and follow up requirements• Comply with Allstate RMPs, T-doc and office procedures• Acceptable consistent compliance results• Issue a minimum of 15 P&C customers per month and 1 life application per month when licensed or 12 life/financial referrals per month when non -licensed to the Agency Principal or EFS• Educates and recommends professional advice and solutions using product offerings available

Crews Bank & Trust is looking for a Retail Banking Officer for the Arcadia market. Do you have a heart for serving the customer? Are you a results-oriented banker with decision making experience? Have you successfully built relationships and gained new business? Do you enjoy leading a team? The Retail Banking Officer is essential to the success and sustainability of the branch office, serving as the strategic and operational leader responsible for driving growth, and customer satisfaction. Provides leadership to maintain an engaged, operationally sound and high performing team dedicated to serving the bank's consumer and business customers. Effectively builds and cultivates relationships with customers, prospects and team members, and is dedicated to the vision and strategic initiatives of the Bank. Actively involved in the community, the Retail Banking Officer works on customer retention and to develop new business with deposit acquisition, lending, and referrals to other business lines. Requirements Responsibilities include: Cultivating relationships with customers and prospects, creating an environment where they feel valued and respected Represents the bank in the community and promotes business development by recognizing opportunities and regularly calling on prospects. Partners with Lending and Trust staff, when applicable, to expand customer relationships Maintains comprehensive knowledge of all retail, business and electronic banking products and services. Experience and ability to function as any branch team position if needed. Provides recommendations for branch growth and partners with Area President to ensure goals are aligned with overall bank initiatives; tracks statistical reporting information on branch and market trends Empowered to handle customer situations and escalated issues to resolution efficiently and effectively; ensures high levels of professionalism and service are met and exceeded. May include responsibilities for Consumer and/or HELOC lending; maintains skills necessary to adhere to Bank lending policy, guidelines and practices. Qualifies for and holds NMLS designation if applicable. Provides leadership in coaching and development of employee team for overall branch success and profitability. Sets clear expectations and models desired behaviors to foster a motivated, high-performing team. Possesses knowledge of regulatory compliance requirements, including BSA, CIP, Security, Fair Lending, CRA and others vital to the financial practices of the Bank. Minimum Requirements: Associates or Bachelor's degree preferred Five (5) or more years of banking with supervisory and leadership experience, and/or similar relevant work experience Excellent interpersonal and communication skills Sound judgment and decision making experience Results oriented, strategic thinker Desire and willingness to work in a collaborative, flexible and team-oriented work environment Knowledge of banking industry regulations, procedures and workflows Ability to supervise, motivate and build a successful team All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disabilities

JobID: 210684102 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities: * Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction * Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery * Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services * Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services * Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business * Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business * Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment. Required qualifications, capabilities and skills: * 8 + years of experience within a strategic relationship management role, business development role; or technology related experience * Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients * Experience and comfort level working with C-suite level client stakeholders * Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners * Demonstrated ability to work across cultures with internal teams and external clients * Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills Preferred qualifications, capabilities and skills: * Bachelor's degree or equivalent experience; MBA desired * Expertise in specialized industries such as, with other financial institutions, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus

Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature. Key Responsibilities Include * Maintains a client portfolio for the bank * Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank * Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank * Work with Management to recognize client needs and matching the bank's capabilities to meet these needs * Maintain a thorough knowledge of bank's lending policies and regulatory requirements * Provide mentoring and training to other bank associates * Maintain proper house-holding of relationships * Continually upload financial information and client detail into central repository throughout the underwriting process. * Gather financials for new and renewal opportunities with clients. * Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. * Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. * Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter * CRM and Underwriter work together to appropriately ensure accuracy of underwriting package * Finalize term sheets to meet client and bank needs * Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team * Builds and maintains a portfolio mix of targeted high value and high potential clients. * Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. * Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision * Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed * Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions * Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy * Performs all other duties as assigned Qualifications Include * Bachelor (4-year college) degree * 6-8 years of experience or an equivalent combination of education and experience * Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments. Job Responsibilities Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients Manage credit opportunities within assigned portfolio up to $40 million Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio Protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 8 years' experience in business banking relationship management role or related business lending experience Bachelor's degree in Finance or related field, or equivalent work experience Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence Able to identify innovative solutions to best serve client and/or manage risk Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards Preferred qualifications, capabilities, and skills Expert knowledge of business, credit underwriting with commercial credit training.

Crews Bank & Trust is looking for a Retail Banking Officer for the Gulf Cove office location. Do you have a heart for serving the customer? Are you a results-oriented banker with decision making experience? Have you successfully built relationships and gained new business? Do you enjoy leading a team? The Retail Banking Officer is essential to the success and sustainability of the branch office, serving as the strategic and operational leader responsible for driving growth, and customer satisfaction. Provides leadership to maintain an engaged, operationally sound and high performing team dedicated to serving the bank's consumer and business customers. Effectively builds and cultivates relationships with customers, prospects and team members, and is dedicated to the vision and strategic initiatives of the Bank. Actively involved in the community, the Retail Banking Officer works on customer retention and to develop new business with deposit acquisition, lending, and referrals to other business lines. Requirements Responsibilities include: Cultivating relationships with customers and prospects, creating an environment where they feel valued and respected Represents the bank in the community and promotes business development by recognizing opportunities and regularly calling on prospects. Partners with Lending and Trust staff, when applicable, to expand customer relationships Maintains comprehensive knowledge of all retail, business and electronic banking products and services. Experience and ability to function as any branch team position if needed. Provides recommendations for branch growth and partners with Area President to ensure goals are aligned with overall bank initiatives; tracks statistical reporting information on branch and market trends Empowered to handle customer situations and escalated issues to resolution efficiently and effectively; ensures high levels of professionalism and service are met and exceeded. May include responsibilities for Consumer and/or HELOC lending; maintains skills necessary to adhere to Bank lending policy, guidelines and practices. Qualifies for and holds NMLS designation if applicable. Provides leadership in coaching and development of employee team for overall branch success and profitability. Sets clear expectations and models desired behaviors to foster a motivated, high-performing team. Possesses knowledge of regulatory compliance requirements, including BSA, CIP, Security, Fair Lending, CRA and others vital to the financial practices of the Bank. Minimum Requirements: Associates or Bachelor's degree preferred Five (5) or more years of banking with supervisory and leadership experience, and/or similar relevant work experience Excellent interpersonal and communication skills Sound judgment and decision making experience Results oriented, strategic thinker Desire and willingness to work in a collaborative, flexible and team-oriented work environment Knowledge of banking industry regulations, procedures and workflows Ability to supervise, motivate and build a successful team All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disability

JobID: 210676938 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $165,000.00-$235,000.00; Brooklyn,NY $165,000.00-$235,000.00;Chicago,IL $158,000.00-$225,000.00; Palo Alto,CA $165,000.00-$235,000.00; You are a people leader with a strategic mindset, adept at discovering & developing talent, managing complex clients, and driving results. If you thrive in dynamic environments and enjoy leading teams to success, this role is an excellent fit for you. As an Executive Director within Merchant Services, you will lead a team of Relationship Managers, each responsible for their own portfolio of large corporate clients. You will provide coaching, guidance, and strategic direction to your team, ensuring high performance and professional growth. In addition to supporting your team, you may also directly manage select key client relationships. You will play a pivotal role in driving payments optimization strategies, fostering collaboration across the Global Corporate Bank Technology Media and Telecoms (GCB TMT) organization, and contributing to the overall success of the business. Job Responsibilities * Lead, mentor, and develop a team of Relationship Managers, empowering them to deliver exceptional service and results across their individual client portfolios. * Set clear performance expectations, provide regular feedback, and support professional development to build a high-performing team culture. * Oversee team portfolio management, ensuring accurate reporting, diligent database maintenance, and achievement of business objectives. * Foster collaboration and knowledge sharing within the team and across the wider GCB TMT organization, driving best practices and innovative solutions. * Support Relationship Managers in complex negotiations, client retention strategies, and consulting engagements with key decision-makers. * Contribute to the strategic direction of the GCB TMT organization by identifying opportunities for cross-team collaboration and process improvement. * Directly manage select high-value client relationships as needed, driving payments optimization and business growth. * Partner with internal departments and business partners to deliver high-quality client support and maintain a unified approach to account management. * Champion process improvements and new product offerings, supporting both team and organizational goals. * Ensure the team is equipped with the latest industry knowledge and educational resources to stay ahead of trends and deliver maximum client value. Required Qualifications, Capabilities, and Skills * Minimum of 8 years of experience in relationship management or sales, with a strong emphasis on contract negotiation and team leadership. * Demonstrated ability to lead, develop, and motivate teams to achieve ambitious goals. * Proven strategic thinking and execution skills, with experience managing complex projects and portfolios. * Extensive experience working with C-suite clients, particularly in large Fortune 500 companies, with the ability to support Relationship Managers in addressing their unique needs. * Strong collaboration and influencing skills, with a track record of building partnerships across stakeholder groups and contributing to organizational success. * In-depth knowledge of the payment processing industry, acquiring, and/or merchant services. * Proficiency in computer software systems, including word processing, spreadsheets, and databases. * Exceptional verbal and written communication skills, with the ability to convey complex information clearly and persuasively. * Strong time-management skills, with the ability to handle multiple tasks simultaneously, prioritize effectively, and meet dynamic deadlines. * Active Industry wide engagement within recognized bodies such Payments Ed, AFP, MAG & MRC * Willingness and ability to travel nationally up to 30% annually. Preferred Qualifications, Capabilities, and Skills * CPFPP accreditation welcomed FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint