Relationship manager jobs in South Jordan, UT - 789 jobs

The Supplier Relationship Manager will build and maintain positive relationships with third party vendors to monitor and manage vendor performance as well as collaborate with internal stakeholders to drive and deliver upon strategic sourcing and transformation plans. This role will influence change in a highly matrixed organization while ensuring timelines and objectives of departmental strategies and initiatives are met. This role will identify trends to drive informed decision making and address challenges and recommend innovative solutions at the account and national levels. This role will also be tasked with developing and executing managed service agreements. Essential Functions and Responsibilities: Provide vendor management lifecycle oversight of critical and complex third-party relationships. Monitors and manages the performance of their vendor portfolio to ensure agreed-upon deliverables and service level commitments are met. Establish clear expectations, define key performance indicators (KPIs), and regularly evaluate vendor performance against these benchmarks. Maintains open communication lines with vendors to address any issues or discrepancies promptly. Track and report vendor deliverables and service level agreements, ensure accountability, mitigate potential risks, and uphold the organization's standards of quality and timeliness. Perform as a functional bridge amongst external vendors as well as internal stakeholders, collaborating across the organization to coordinate the planning and execution of short- and long-term outcomes and projects to meet client and company current and future needs. Create, document, and facilitate internal change management processes and routines to introduce and drive adherence to vendor management operational rigor and routines, creating conditions for success by removing obstacles and championing evolution of how work is delivered. Proactively assess and analyze vendor operations to identify any potential risks that may impact the organization's performance, business continuity, brand and reputation, and security. Uses quantitative and qualitative data to identify trends in issues and create strategies and recommendations for improvement and resolution. Identifies process improvements that will result in positive outcomes for all stakeholders. Fosters partnerships with vendors, the broader Procurement team members, and internal business stakeholders to foster collaboration and to identify and recommend improvement opportunities. Research business strategies and recommends best practices and changes in technology related to the performance of Academic Programs initiatives. Ensures overall quality, consistency, and functionality of all work by team members to ensure a high level of performance and engagement from all team members in each functional group. Establishes appropriate performance metrics for direct reports and ensures accountability. Works with cross-functional teams to determine current and future direction and to foster collaboration. Collaborates with cross-functional teams regarding contract, billing validity and escalated issues. Ensures compliance with policies and procedures pertaining to vendor relations by Academic Programs employees. Works with team members and other internal stakeholders to conduct regular vendor business reviews. Performs other related duties as assigned. Knowledge, Skill and Abilities: Exceptional relationship management skills and ability to influence decisions at executive leadership levels. Demonstrated ability to lead strategic and organizational change delivering intended results and outcomes. Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster direct dialog with vendors, external clients, employees, account partners, and internal business teams. Strong analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make fact-based recommendations and decisions). Ability to organize, coordinate, and direct team activities and results. Ability to recognize and execute on opportunities to leverage resources for better outcomes. Ability to build relationships and influence at all levels. Ability to be an agent of change in a rapidly changing environment. Excellent organizational and project management skills, including the ability to effectively handle multiple tasks and pay attention to detail. Sound judgment and decision-making skills in sometimes charged high stakes environments. Communicates to improve and promote teamwork, decision-making, and problem solving. Listens and responds effectively to the reactions and positions of others and encourages the expression of diverse ideas and opinions. Adjusts message and style to fit the audience. Provides timely and helpful feedback. Communicates appropriately to win support with all audiences. Works cooperatively with others across the organization to achieve shared objectives. Represents own interests while being fair to others and their areas. Partners with others to get work done. Credits others for their contributions and accomplishments. Gains buy-in, trust, and support of others. Deals comfortably with the uncertainty of change. Effectively handles risk. Can decide to act without the total picture. Is calm and productive, even when things are up in the air. Deals constructively with problems that do not have clear solutions or outcomes. Is confident under pressure. Handles and manages crises effectively. Maintains a positive attitude despite adversity. Bounces back from obstacles and setbacks. Grows from hardships and negative experiences. Has a strong outcomes-based orientation. Persists in accomplishing objectives despite obstacles and setbacks. Has a track record of successfully succeeding goals. Pushes self and helps others to achieve results. Has a continuous improvement mindset. Forms teams with appropriate and diverse mixes of styles, perspectives, and experience. Establishes common objectives and a shared mind-set. Creates a feeling of belonging and strong team morale. Shares wins and rewards team efforts. Fosters open dialogue and collaboration among the team. Creates a team that works well cross-functionally. Learns quickly when facing new situations. Experiments to find new solutions. Takes on challenges of unfamiliar tasks. Extracts lessons learned from failures and mistakes. Expands knowledge base through ongoing curiosity. Job Qualifications: Minimum Qualifications: Bachelor's degree in related field. is required; master's degree is preferred. 8 or more years managing key, complex third-party vendor relationships. Preferred Qualifications: Master's Degree in related field. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Travel up to 25%.

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required. You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's centralized operations team to deliver seamless, proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable, rewarding position without the pressure of building their own book. We're looking for someone who takes pride in being the go-to person for clients, excels at follow-through, and finds satisfaction in excellent service delivery. Your Impact Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up Attend client meetings, take detailed notes, and own post-meeting task completion and client communication Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review Support tax planning analysis, including Roth conversion evaluations and other planning scenarios Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support Maintain meticulous CRM documentation and ensure timely completion of all client requests Create capacity for business development by delivering excellent day-to-day service The Ideal Match Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required) 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively Technology proficient - Comfortable learning new systems and leveraging technology for efficiency Bonus Points CFP certification or progress toward CFP designation Experience in paraplanner, service advisor, or junior advisor roles at RIA firms Background supporting high-net-worth clients Additional licenses or designations (Series 7, Series 66, ChFC, CLU) Experience with portfolio analysis software and investment research Tax planning knowledge, especially Roth conversion analysis Previous experience in team-based models supporting lead advisors Familiarity with modern wealth management platforms Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!

Job DescriptionRole: Regional Relationship Manager Job Type: Full-time Reports to: Director of SalesTravel: Up to 30% which also includes attending various conferences and/or partner events The Regional Relationship Manager manages advisory firms, accounts, and individual advisors within an assigned territory, driving growth, engagement, and satisfaction. What You'll Be Doing: Build and maintain relationships with advisory firms and individual advisors in the assigned territory. Serve as the primary point of contact for existing advisor relationships and firm-level engagement. Drive advisor education and training on 401GO products, processes, technology, and sales tools. Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share. Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors. Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities. Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends. Support National Account Managers on national or multi-territory firms as assigned. Manage only advisors or firms with three (3) or more active 401(k) plans; advisors with fewer than three plans are supported directly by Inside Sales. What You Bring: 3-5+ years in advisory channel sales, account management, or practice consulting. Strong consultative sales and relationship-building skills. Territory management and pipeline development experience. HubSpot experience or willingness to adopt and master HubSpot CRM. Why 401GO?At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer A standout 401(k) plan (naturally!). Generous stock options-share in our growth and success. Flexible work environment-choose where you're most productive. Excellent benefits, including medical, dental, and vision. Flexible hours-because great work doesn't always happen 9-5. Plenty of PTO-we value work-life balance. A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law. E04JI800lnui408hjnc

Role: Regional Relationship Manager Job Type: Full-time Reports to: Director of Sales Travel: Up to 30% which also includes attending various conferences and/or partner events The Regional Relationship Manager manages advisory firms, accounts, and individual advisors within an assigned territory, driving growth, engagement, and satisfaction. What You'll Be Doing: * Build and maintain relationships with advisory firms and individual advisors in the assigned territory. * Serve as the primary point of contact for existing advisor relationships and firm-level engagement. * Drive advisor education and training on 401GO products, processes, technology, and sales tools. * Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share. * Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors. * Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities. * Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends. * Support National Account Managers on national or multi-territory firms as assigned. * Manage only advisors or firms with three (3) or more active 401(k) plans; advisors with fewer than three plans are supported directly by Inside Sales. What You Bring: * 3-5+ years in advisory channel sales, account management, or practice consulting. * Strong consultative sales and relationship-building skills. * Territory management and pipeline development experience. * HubSpot experience or willingness to adopt and master HubSpot CRM. Why 401GO? At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer * A standout 401(k) plan (naturally!). * Generous stock options-share in our growth and success. * Flexible work environment-choose where you're most productive. * Excellent benefits, including medical, dental, and vision. * Flexible hours-because great work doesn't always happen 9-5. * Plenty of PTO-we value work-life balance. * A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future. We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required. You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's centralized operations team to deliver seamless, proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable, rewarding position without the pressure of building their own book. We're looking for someone who takes pride in being the go-to person for clients, excels at follow-through, and finds satisfaction in excellent service delivery. Your Impact * Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions * Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up * Attend client meetings, take detailed notes, and own post-meeting task completion and client communication * Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review * Support tax planning analysis, including Roth conversion evaluations and other planning scenarios * Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work * Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision * Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support * Maintain meticulous CRM documentation and ensure timely completion of all client requests * Create capacity for business development by delivering excellent day-to-day service The Ideal Match * Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required) * 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management * Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through * Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals * Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls * Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization * Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact * Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively * Technology proficient - Comfortable learning new systems and leveraging technology for efficiency Bonus Points * CFP certification or progress toward CFP designation * Experience in paraplanner, service advisor, or junior advisor roles at RIA firms * Background supporting high-net-worth clients * Additional licenses or designations (Series 7, Series 66, ChFC, CLU) * Experience with portfolio analysis software and investment research * Tax planning knowledge, especially Roth conversion analysis * Previous experience in team-based models supporting lead advisors * Familiarity with modern wealth management platforms Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest minds in fintech * Ground-floor opportunity at a fast-scaling startup * Chart your own growth path as we expand * Full health benefits + 401(k) matching & Roth IRA options * Unlimited PTO Ready to disrupt wealth management? Let's talk!

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management. As a Commercial and Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending, depository and Treasury Management products to new and existing bank clients. You will be responsible for a variety of tasks including reviewing the clients credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. Additionally, Commercial and Specialty Banking Relationship Manager IIs are expected to provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends, review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in business, finance or related field or combination of education and work experience. 7+ years of relevant experience Good managerial, communication and sales skills Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or master's degree in business, finance or related field or combination of education and work experience 7+ years of Commercial or Specialty experience 7+ years of commercial credit experience Completed formal credit training program. Strong communication and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Strong business development skills as well as an overall understanding of credit and business finance. Strong networking skills and participation in networking events in the market area Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone. Competent in the use of standard office software including Microsoft Outlook, Excel and Word. Solid knowledge of banking policies, regulations and compliance issues. Solid ability to analyze financial statements. Solid knowledge of basic accounting principles. Must possess a valid driver's license. Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services Self-directed and motivated to accomplish tasks, meet objectives and committed timelines. Strong oral and written communication skills with the ability to clearly and concisely articulate issues. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: We are committed to our core value of meritocracy and supporting our associates in growing within their role When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to work extended hours to the extent necessary. Must be able to travel to the extent as necessary Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

Application Deadline: 02/04/2026 Address: 142 E. 200 South Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management. As a Commercial and Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending, depository and Treasury Management products to new and existing bank clients. You will be responsible for a variety of tasks including reviewing the clients credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. Additionally, Commercial and Specialty Banking Relationship Manager IIs are expected to provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends, review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in business, finance or related field or combination of education and work experience. 7+ years of relevant experience Good managerial, communication and sales skills Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or master's degree in business, finance or related field or combination of education and work experience 7+ years of Commercial or Specialty experience 7+ years of commercial credit experience Completed formal credit training program. Strong communication and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Strong business development skills as well as an overall understanding of credit and business finance. Strong networking skills and participation in networking events in the market area Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone. Competent in the use of standard office software including Microsoft Outlook, Excel and Word. Solid knowledge of banking policies, regulations and compliance issues. Solid ability to analyze financial statements. Solid knowledge of basic accounting principles. Must possess a valid driver's license. Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services Self-directed and motivated to accomplish tasks, meet objectives and committed timelines. Strong oral and written communication skills with the ability to clearly and concisely articulate issues. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: We are committed to our core value of meritocracy and supporting our associates in growing within their role When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to work extended hours to the extent necessary. Must be able to travel to the extent as necessary Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description We are seeking a dedicated and experienced Client Manager II to join our team in Sandy, United States. In this role, you will be responsible for managing and nurturing key client relationships, ensuring client satisfaction, and driving business growth. Serve as the primary point of contact for assigned clients, building and maintaining strong, long-lasting relationships Develop and implement tailored client retention strategies to maximize customer satisfaction and loyalty Collaborate with internal teams to ensure timely delivery of products and services that meet or exceed client expectations Conduct regular client meetings to understand their needs, address concerns, and identify opportunities for upselling or cross-selling Analyze client data and prepare comprehensive reports on account performance, trends, and growth opportunities Negotiate and manage contracts and service level agreements with clients Proactively identify and resolve client issues, escalating when necessary Stay informed about industry trends and best practices to provide valuable insights to clients Mentor junior client managers and contribute to the overall success of the client management team Qualifications Bachelor's degree in Business Administration, Marketing, or related field 5+ years of experience in client management or a similar role Proven track record of managing and growing client relationships Strong communication and interpersonal skills with the ability to build rapport at all levels Excellent negotiation and conflict resolution abilities Proficiency in CRM software and data analysis tools Demonstrated project management skills and ability to handle multiple clients simultaneously Experience in developing and implementing client retention strategies Strong understanding of contract management and service level agreements Knowledge of industry trends and best practices in client management Professional certifications in client management or customer service (preferred) Ability to travel to client sites as needed Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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 Boise, Idaho. 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!

**Sr WM Client Relationship Consultant** The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. **Key Responsibilities and Duties** + Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-02-13 Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Are you a food, beverage, or dairy manufacturing/plant sanitation expert with the ability to drive results for a global Fortune 500 Company? Join Ecolab's industry leading Food & Beverage team as an Account Manager. We are increasing food safety and product quality, enhancing sustainability and boosting operational efficiency. We provide cleaning and sanitation solutions to food, beverage, and dairy manufacturing environments through a dual focus on sales and technical service/consultation to new and existing customers. As strong business partners, Ecolab works with customers to develop sanitation plans and programs, evaluate processes and procedures, troubleshoot technical issues and identify and implement operational efficiencies. What's in it For You: Work with a variety of food, beverage, and dairy manufacturing customers Be challenged and gain recognition as you provide unparalleled expertise and a comprehensive set of cleaning and sanitation solutions Receive a company vehicle for business and personal use Carve out a long term, advanced career path in sales/service, corporate accounts, or management Flexible, independent work environment where you will plan your own schedule Access to best-in-class resources, tools, and technology Enjoy a paid training program allowing you to learn from successful professionals Grow your income as you drive sales What You Will Do: Build a solid understanding of Ecolab products, plant operations, customer business objectives, and applicable government regulations Prepare and deliver sales presentations on Ecolab's innovative products, equipment and services Provide industry expertise to customers in terms of sanitation, safety, quality and operations; including assisting with sanitation plans and programs, standard operating procedures, evaluating processes and procedures, identifying and implementing operational efficiencies, and employee training Develop strategic work plans for completing sales and service/consultation calls with new and existing customers Communicate effectively with all levels of plant staff; build strong business relationships and networks Manage Ecolab products and equipment; participate in equipment installations, observe and test equipment and product performance, repair or adjust equipment, adjust chemical concentration levels, monitor product inventory and place orders We are looking for candidates who reside within a commutable distance from Ogden, Utah Minimum Qualifications: Bachelor's Degree 2 years of experience in food, beverage or dairy processing/manufacturing environment OR 2 years of selling into manufacturing environments in technical sales Valid driver's license and acceptable motor vehicle record Willingness and ability to work varying hours (average: 1-3 overnights per week) Willingness and ability to travel throughout a geographic territory No Immigration Sponsorship available for this opportunity Preferred Qualifications: BS/BA degree in dairy, food or agricultural science, engineering, chemistry, biology or related field General mechanical ability Bilingual - English / Spanish Exceptional interpersonal, communication, and presentation skills Desire to succeed in a competitive environment Ability to take initiative and work independently Strong follow-through and organizational skills Ability to prioritize multiple projects and to adapt to changing priorities About Ecolab Food & Beverage: Today's everchanging food and beverage (F&B) challenges require an integrated approach. By partnering with facilities around the world, Ecolab Food & Beverage team members help F&B manufacturers advance their food safety & quality goals, optimize water management and maximizing productivity with innovative chemistries, advanced digital solutions, and unparalleled service and expertise. Ecolab Food & Beverage professionals play pivotal roles in delivering these outcomes, helping our customers conserve more than 161 billion gallons of water and prevent more than 8 million foodborne illnesses per year. Annual or Hourly Compensation Range The total Compensation range for this position is $84,300-$126,400 which includes base pay and target incentive based on performance, per plan terms. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws. Benefits Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits. If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here. Potential Customer Requirements Notice To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing. - Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab. Americans with Disabilities Act (ADA) Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.

**Zions Bank** recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has just opened an opportunity for a **Commercial Relationship Manager** based in the Salt Lake City, Utah office. If you are ready to move your career forward, read on. **_The role of a Commercial Relationship Manager:_** Commercial Relationship Managers are responsible for developing and managing all aspects of commercial client relationships within their defined market segment including the collaborative leadership of a relationship banking team to collectively provide solutions that create value for our clients, communities, and for Zions Bank. **What will your day look like? You will be:** + Generate and service a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. + Acts as the principal account and relationship manager for new and existing clients. + Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. + Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. + Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. + Cross sell other bank products. **Who should apply? We want someone who has:** + Requires a Bachelors degree in banking, finance or other related field and 1 to 2 years credit associated lending or 3+ years related experience. An equivalent combination of education and experience may meet qualifications. + Knowledge of commercial loans, credit analysis and/or lending. + Ability to expand loans, client relationships and cross sell bank products. + Familiarity of the sales, loan processing and closing processes. + Must have good interpersonal and communication skills. + Working knowledge of a software applications, including word processing and spreadsheets. **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 **Req ID:** 068822 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

We pride ourselves in taking care of our most closely held relationships. From our employees, to our clients, to our candidates; looking out for their needs and concerns is paramount to our success. Doing so has allowed us to establish successful, long\-lasting, and mutually beneficial partnerships with those we work with. As a company, our goal is the bridge the gap between great people and fulfilling careers and we're looking for you to join our team! Responsibilities in a nutshell… Our Client Solution Managers are responsible for end\-to\-end sales including the creative development and execution of sourcing strategies and recruiting plans for our clients. The Client Solutions Manager develops relationships with our top tier client base while helping Trustech attract the best talent available. Primary objectives include managing client relationships with Directors, Managers and C\-level executives at some of the top companies in the Salt Lake area. Helping to screen candidates, conducting interviews, making recommendations to hiring managers and helping to guide the recruiting process. Our Client Solution Managers are… Leaders: Motivated to improve themselves and those around them. Ambitious and career driven. Looking for opportunities to expand their knowledge and mentor others. Resourceful: Able to critically think out problems to find the best solution. Also have the awareness to know when outside help is needed. Organized: Juggling multiple responsibilities, deadlines, and communications that vary day to day. Entrepreneurial: Always looking for ways to help grow the organization. Realize that team success is reliant on proactively building relationships and looking for opportunity. Getting granular… Develop and build on relationships with our existing client base. Collaborate with client hiring managers and the recruitment team to understand and strategize fulfillment. Conduct intake meetings with client managers to set expectations, and maintain communications throughout the recruiting process. Network and build strong relationships with prospective clients and candidates by providing strategic guidance and advice. Review candidate resumes and assess their qualifications and fit. Conduct phone screens, provide candidate assessments, and recommend viable candidates to Trustech client managers for further consideration. Manage the interview schedule for candidates and client managers to ensure nothing falls through the cracks. Document all candidate interactions in our ATS to insure we have the necessary information to successfully represent each candidate we come in contact with. What you bring to the table… 2+ years of full\-cycle recruiting Experience working with SaaS based software, including those for applicant tracking (ATS), customer relationship management (CRM), and Project Management. We use Zoho One. Ability to cultivate relationships with top level technology leaders. Excellent verbal, written, and interpersonal communication skills. Able to think on your feet and resourcefully solve problems. Strong organizational and prioritizing skills. Strong work ethic, sense of urgency, and tech savvy. Bachelor's Degree preferred; Preferably in Business or Technology. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"628352674","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Staffing\/Employment Agencies"},{"field Label":"City","uitype":1,"value":"Salt Lake City"},{"field Label":"State\/Province","uitype":1,"value":"Utah"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"84101"}],"header Name":"Client Solutions Manager","widget Id":"**********00072311","awli IntegId":"urn:li:organization:10578787","is JobBoard":"false","user Id":"**********00120003","attach Arr":[],"awli ApiKey":"77vioxn9k8wle6","custom Template":"4","awli HashKey":"2c8a7788765be306fffb2528bee036751f7aa76dd3dc8380c55768150e46835666d156cdf1fd781efe167558144deccd8564e446a23fe27b865166acf9e39e57","is CandidateLoginEnabled":false,"job Id":"**********06052515","FontSize":"15","location":"Salt Lake City","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0nk787517a30dcce34e8980373b1a50b27fbc"}

Why You'll Love Working Here Who wants to make some good money? At Credit Corp Solutions, we're not your typical collections company. With over 2,000 employees worldwide, we've built a culture of growth, respect, and opportunity. When you join our team, you're not just starting a job - you're launching a career. Highlights you'll enjoy right away: No weekends ever - enjoy your work-life balance Uncapped monthly bonuses - Our new reps are earning an average of $1,000 in bonuses within their first six months. 4 weeks of paid training - no experience? No problem Medical, Dental, Vision - start soon after you do! 401(k), Paid Time Off, & 9 Paid Holidays Free breakfast daily & fresh fruit options $1,200 referral bonus - Who doesn't want to work with their friend? The Role - Customer Relationship Manager As a Customer Relationship Manager (CRM), you'll be the problem-solver and guide for customers working through financial challenges. You'll: Build rapport and negotiate solutions that work for both the customer and company Work in a goal-driven environment (with big bonus potential) Gain hands-on experience that opens doors to leadership and advancement opportunities What are we looking for? Strong communication skills - confident, clear, and persuasive Goal driven, KPIs, or deadlines (sales, retail, call centers, hospitality all count!) Empathy, professionalism, and resilience A competitive spirit - you love hitting goals and being rewarded for it No collections experience required - we'll train you to succeed. Ready to Join Us? If you're motivated, competitive, and looking for stability with real career growth, we'd love to meet you. Apply today and start building your future with Credit Corp Solutions! Job Type: Full-time Benefits: 401(k) Flexible schedule Health insurance Paid time off Vision insurance Work Location: In person

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 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.