Relationship manager jobs in Spring, TX

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Company DescriptionJobs for Humanity is partnering with Thrive Skilled Pediatric Care LLC to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Thrive Skilled Pediatric Care LLC Job DescriptionCalling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them? Opportunity: This role presents a guided path to leadership opportunities. The candidate successful in this role will have foundational leadership skills that will prepare them for a bigger scope of responsibility within the organization. Thrive SPC is excited about investing in our employees with structured coaching, mentoring, and leadership development. We seek a Client Relationship Manager who can hit the ground running - cultivating and managing relationships with the parents of our clients and the nurses who care for them. This is a terrific opportunity to build and “grow your own business” sharing in the personal and financial rewards of a service role in the healthcare industry. We're building our next generation of Location Directors by investing in people like YOU! Come grow with us! Thrive Skilled Pediatric Care's purpose is simple, to provide high quality clinical home care to medically fragile children so they can grow and flourish to their full potential. We deliver this through our commitment to our purpose, our passion for what we do, and our pride in contributing to the health and wellbeing of children and their families. Requirements: New College Grads Welcome to apply! Thrive SPC will train and develop candidates with the right mix of compassion, dedication and determination and those who embody our purpose and core values. Bachelor's degree required or equivalent work experience. Minimum of 2 years sales or service experience in fast-paced environment. Demonstrated success in building long-term relationships with a broad range of people. Experience recruiting/hiring candidates desired. Dynamic interpersonal and communication skills. Results-oriented with a proven ability to work independently, as well as with a team, to deliver on expected performance results. A can-do attitude is a must. Excellent organizational and oral/written communication skills. Home care or health care experience desired. Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and other systems. Responsibilities: Maintains and updates staffing needs of our patients and their families in a timely manner. Coordinates the opening of new patient referrals in partnership with the Clinical Supervisor. Utilizes Thrive SPC's applicant tracking system to engage and convert nurses and other care team members after initial screening and submission of the candidates from the Talent Acquisition Team. Seeks and engages in opportunities to attract nurses through passive methods: sourcing, employee referrals, local job fairs, etc. to successfully fill the needs of open cases. Takes responsibility to ensure the nurses desired hours are met weekly to ensure retention of the team members. Works closely with Onboarding Specialist to ensure all nurse credentials are up to date. Utilizes strategic staffing methods to optimize the care coverage for all patients and nurses, including communication of all schedule changes, ensuring patients are staffed to meet the patient/guardian's needs with an appropriately skilled clinician, and within insurance authorization. Handles on-call responsibilities, responding to employee and client needs, and covering open shifts. About Thrive Skilled Pediatric Care Thrive Skilled Pediatric Care provides care to children who most need it, in the place that is best for them and their families - home. We offer a full range of clinical home care services and work collaboratively to ensure our patients receive the highest quality care for the best possible outcomes. Thrive SPC team members work in a rewarding, supportive and values-driven environment, with comprehensive benefits and best-in-class development programs designed to advance their careers.

At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees. We are looking for an experienced Relationship Manager to join Amegy's Commercial Lending Team in Houston, TX. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. Essential Functions: Developing strong, low risk commercial relationships while maintaining quality customer service. Act as the principal account and relationship manager for new and existing clients. Maintain a high level of client satisfaction by generating, managing and servicing a portfolio of clients. Develop, generate and follows-up on new client leads through existing clients and referrals from other bank departments. Call 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. Cross sell other bank products. Other duties as assigned Qualifications: Typically requires a bachelor's degree and 4+ years of directly related experience. Formal credit training preferred Strong underwriting skills preferred Local business and market knowledge preferred Consistent tenure in previous roles preferred Basic knowledge of banking products and procedures, consumer and commercial credit structuring. Must have strong sales, client product and relationship management skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal 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 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 Employee Ambassador preferred banking products

plumpos.com Plum Sales Relationship Manager: Commission-Residuals Based Welcome to Plum POS, a super-fast growing and innovative company. As a Plum Sales Relationship Manager, you use a Consultative Approach to sales. We need great listeners that enjoy asking great questions that help build trust and strong business relationships. At Plum POS, we set you up for success and a bright future. With uncapped commission, clearly defined role and expansions, transparent leadership that empowers you to achieve your goals. You will be responsible for promoting and selling Plum POS while building positive relationships with local restaurant owners. Bring your restaurant, bar, and/or hospitality management experience here. And help us grow with your understanding of potential customers needs and pain points. With a we walked in their shoes before and understand mindset. The role is focused on prospecting, building relationships, leading the sales cycle, and closing sales with prospective restaurants. Lastly- if you are someone who is confident, self-motivated, self-disciplined, collaborative, and high achieving with a strong entrepreneurial spirit- this job is for you! Essential Duties and Responsibilities: Prospect and canvas opportunities within the restaurant, hospitality, bar, and nightclub markets Schedule discovery meeting calls with prospective customers. Set in-person presentations, product demos and present proposals Identify prospective customers needs and POS pain points and match those needs with solutions provided by Plum POS Manage the full sales cycle from prospect to sale with a growing portfolio of clients Qualifications that will help you succeed: Restaurant operations and/or management experience POS or restaurant technology experiences Have the desire and commitment to do what it takes to be successful in sales Great written and verbal communication skills Ability to learn and quickly become proficient with new technology Ability to adapt to ever-changing environments/situations Self-starter with strong time management skills B2B Sales Experience Compensation: This is a commission-based position with expected first year earnings between $80,000 $125,000. Commission includes monthly residuals and an optional Signing Bonus Advance of 50% of first-year profit margins. You will start part-time with an opportunity for full-time with lucrative benefits after meeting sales goals, plus a bi-weekly allowance for business expenses. Compensation package: Part-time or Full-time Commission only Commission pay Monthly Allowance Uncapped commission Education: Associate's Degree (preferred) Job Types: Full-time, Part-time Willingness to travel: 75% (Required) Work Location: On the road Disclaimer: Plum is an Equal Opportunity Employer and participates in the E-Verify program to confirm employment eligibility of all newly hired employees.

* Gain a full understanding of the customer's: * Nature of business and business model * Business strategy and long-term objectives * Business requirements * Industry trends * Risk factors * Financial Condition * Develop and execute a Relationship Development Plan tailored to each customer's needs and update it at least annually. The plan should include a comprehensive analysis of the business, market and industry, business requirements, potential banking products & Services to supplement or complement and the execution timeline. * Negotiate terms and conditions, including but not limited to: pricing and fee for loans, deposits and other banking services on terms acceptable to the Bank. Communicate pricing strategy with respective Portfolio Management units in written document form. * Establish effective communication channels with underwriters, branch personnel, treasury management services and other bank employees to ensure high quality customer experience. * Meet or exceed assigned Deposit, Loan, Fee Income Production Goals. * Meet or exceed assigned Partner Referral Goals. * Meet or exceed assigned New Customer Relationship Goals. * Develop a and Execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships. * Proactively solicit new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists. * Actively engage in networking opportunities/events for target industries to help raise brand awareness of the Bank and to identify prospective customers. * Work closely with the Treasury Services Team to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs. * Proactively update status of all business leads and deals on the Bank CRM. * Participate in the Bank's sales training program(s) to continue develop sales and business development skills. * Prepare a complete credit package for underwriting, which includes, but not limited to: completed application, tax returns, financial statement, legal entity documents and any other pertinent business and/or property information. * Analyze financial and related data to determine the general credit worthiness of Commercial customer/prospects and the merits of specific credit requests. * Collaborate with underwriting to identify credit risks and recommend appropriate credit structure. * Presents credit requests to loan committee for approval. * Generally, handles loan relationships with aggregate exposure up to $15M and portfolios up to $75M * Expand and Retain existing relationships to maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products. * Investigate and follow up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary. * Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations. * Monitor payment performance of the loan portfolio and contact the customer for any delinquency related follow up. * Ensure timely communication with borrowers, loan officers, portfolio managers and credit administration. * Comply with all applicable enterprise risk management requirements and documentation including AML/OFAC. * Monitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers. * Coordinate as a point of contact in communication with the customers to fulfill KYC requirements and other inquiries form the AML/OFAC team. * Report any suspicious activities to the AML/OFAC Department. * Complete all required Compliance Training prior to assigned due dates. * Assist in conducting due diligence requested and compliance requirements. * Mentor Business Development Officers. * Participate in various internal committees assigned by senior management. * Complete other assigned duties. Job Qualifications/Requirements * Minimum 5+ years' experience in banking. * Excellent organization skills and ability to handle and prioritize multiple tasks. * Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements. * Minimum Education Level: Bachelor's Degree * English: Written: Advanced Verbal: Fluent * Computer / Systems Knowledge Requirements- Intermediate * Ability to generate new business through a consultative sales approach. * Ability to close sales without relying solely on interest rates. * Ability to originate C&I Loans. * Thorough knowledge of bank's credit policy & procedure and underwriting guidelines. * Ability to analyze and organize financial information and perform complex financial calculations. * Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines. * Ability to present the loans to various credit approving authorities within the bank. * Ability to close approved loans and to support loan servicing, including collecting updated financials and collection. * Ability to respond effectively to the most sensitive inquiries or customer complaints. * Excellent interpersonal, written and verbal communication and presentation skills. * Ability to make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members. * Present a professional image in dealing with customers, interdepartmental and external representatives. * Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. The salary range for this full-time position is $120,000.00 annually - $130,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

What The Role Is Under general supervision, but in accordance with established lending policies and procedures, receives and reviews applications for commercial and consumer credit, primarily commercial. How You Will Make An Impact * Solicits business from potential and existing customers (outside and inside bank location) to include loans and deposits. * Interviews commercial applicants and processes loan applications. * Analyzes applicant's financial status and credit to determine feasibility of granting loan. * Prepares appropriate loan documentation and verifies loan agreements are complete and accurate according to bank policy. * Approves loans that meet established lending criteria and are within approved lending limits. * Maintains customer relationships. * Manages a portfolio of consumer and commercial loans (primarily commercial). * May coordinate some collection efforts. * Provides and maintains a professional, business-like atmosphere within the banking division. * Represents the financial institution in public relations activities and community affairs. Who You Are * Excellent interpersonal and customer service skills. * Sales oriented. * Strong desire to be part of a winning team that is growing our presence in Texas. Education * Bachelor's degree or equivalent work experience. Experience * A minimum of 5 - 6 years experience in a financial institution as a commercial lender. * Knowledgeable of laws and regulations applicable to lending practices. * Proven history of developing new business and successfully managing a portfolio. Characteristics * Regular and reliable attendance. * Works cooperatively with others. * Strong Interpersonal skills * Excellent foundation in commercial lending. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. Cadence Bank #LI-EW1

There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that! Join us as we strive to ensure a sustainable future for our communities and the world we live in. Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists, all working together to leave this world better than we found it. GHD is dedicated to driving bold, sustainable, and profitable growth by expanding and investing in our most strategically important clients. Who are we looking for? As a Relationship Manager for the US Army, you will play a crucial role in our Enterprise Client Program, which is designed to place the client at the center of everything we do. Your role will be to deliver exceptional client experiences that set industry standards and distinguish us from our competitors. By fostering strong, lasting relationships with the US Army Districts, you will help ensure that GHD remains at the forefront of the industry, consistently providing outstanding service and value - so together with our clients we can create lasting community benefit. You will exemplify world-class client relationship management, demonstrating empathy and leadership to contribute to the growth of GHD's Enterprise Client Portfolio (ECP). The objective of the ECP is to build strong long-term relationships, deliver innovative solutions that meet the client's biggest challenges, and provide critical input to inform enterprise decisions. You will work across enterprise geographies and cultures to represent the client's perspective, identify growth opportunities, and share best practices to help your client achieve their objectives. As a leader, you will coach, mentor, and support your Client Engagement Team members and the broader business to succeed throughout every stage of the client's journey with GHD. You will continuously improve client relationships, experiences, and delivery while achieving revenue growth and profitability targets. See what the power of commitment can do for you! Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: Lead and mentor a high-performing Client Engagement Team (CET) dedicated to solving the client's most challenging problems through technical skills, innovative solutions, and elevated experiences. Lead the creation and execution of yearly Growth and Client Interactions Plan, to achieve growth objectives for the Client, focusing on a 3-5-year horizon and enhancing client-GHD strategic importance through Executive Sponsor engagement Build and establish lasting relationships through consistent application of GHD's Strategic Account Leadership (SAL) methods and mindset Utilise knowledge of the client's business, preferences, industry, and market trends and adopt a solution architecture mindset to identify growth opportunities, new innovations, and deliver tailored solutions, while sharing insights and best practices Maintain and renew a deep knowledge and understanding of the clients' organisation (such as policies, procedures, or relevant regulatory requirements) to ensure GHD's delivery adheres to their needs and requirements, taking appropriate action to resolve and/or escalate issues as appropriate Promote a culture that supports learning from experience, adopting original approaches based on lessons learned, and facilitating the sharing of business-wide insights Optimise investments to support the client's needs, validating their values and preferences to improve use of services and GHD's strategic relevance to the client Drive financial performance by setting ambitious goals, monitoring data to inform priorities, achieving growth targets, and improving proposal win rate, value-add & client-initiated variations Play a leadership role in developing a forward-looking opportunity pipeline and participating in project acquisition activities, guiding client preferences, and representing clients within GHD's Tender Review Group (TRG) reviews Champion and ensure accuracy of client data and documentation in Salesforce, using insights to support decision making, providing regular performance updates to the Executive Sponsor and the Economic Region Leadership Team Actively seek client feedback, improve satisfaction, resolve complex issues quickly, and collaborate with teams for effective resolutions Partner with the Executive Sponsor and CET members to intentionally build top-level relationships within the client's ecosystem to deepen the connection with GHD Build a culture that supports learning from experience by adopting original approaches based on lessons learned, facilitating the sharing of client insight Champion the development and execution of client project delivery processes to ensure an understanding of the client's objectives Develop and deliver multi-mode communications that convey the unique needs of diverse stakeholders within the client and GHD Develop own capabilities by actively participating in formal and informal training and coaching Actively take advantage of marketing activities (i.e.. Account based marketing) to increase engagement, and play an active role in monitoring, qualifying, and building relationships with new leads Mentor the next generation of client leaders What you will bring to the team: Engineering or Science degree 8 to10 years of experience in a client management or business development discipline or related client-facing role with the US Army or working for the US Army Successful experience in forming strong and collaborative relationships with clients and internal team members across a broad geographical reach Strong organizational skills with the ability to schedule and manage multiple tasks and meet tight deadlines A proactive and responsive communicator, actively responding to requests for insight or information, in a proactive and timely manner backed by excellent written and verbal communication skills across a broader range of audiences and personas Shows a high degree of accuracy and meticulous attention to detail to synthesise insights and information that support business decisions Ability to work and thrive in a fast-paced, dynamic environment under tight deadlines. Highly developed stakeholder engagement skills, recognising empathy and social cues and addressing needs with tact and sensitivity to foster strong rapport Skilled at maneuvering through ambiguity or complexity, people-related dynamics and (at times) contradictory information to solve problems Encourage others to think differently and enrich their analyses of complex situations, building support for ideas among key decision-makers and stakeholders, to overcome any resistance Proficient knowledge of MS office suites and CRM technology (Salesforce) Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like. Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Note: Experience working with this client is a requirement. As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status. #LI-TW1

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

There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that! Join us as we strive to ensure a sustainable future for our communities and the world we live in. Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists, all working together to leave this world better than we found it. GHD is dedicated to driving bold, sustainable, and profitable growth by expanding and investing in our most strategically important clients. Who are we looking for? As a Relationship Manager for the US Army, you will play a crucial role in our Enterprise Client Program, which is designed to place the client at the center of everything we do. Your role will be to deliver exceptional client experiences that set industry standards and distinguish us from our competitors. By fostering strong, lasting relationships with the US Army Districts, you will help ensure that GHD remains at the forefront of the industry, consistently providing outstanding service and value - so together with our clients we can create lasting community benefit. You will exemplify world-class client relationship management, demonstrating empathy and leadership to contribute to the growth of GHD's Enterprise Client Portfolio (ECP). The objective of the ECP is to build strong long-term relationships, deliver innovative solutions that meet the client's biggest challenges, and provide critical input to inform enterprise decisions. You will work across enterprise geographies and cultures to represent the client's perspective, identify growth opportunities, and share best practices to help your client achieve their objectives. As a leader, you will coach, mentor, and support your Client Engagement Team members and the broader business to succeed throughout every stage of the client's journey with GHD. You will continuously improve client relationships, experiences, and delivery while achieving revenue growth and profitability targets. See what the power of commitment can do for you! Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: Lead and mentor a high-performing Client Engagement Team (CET) dedicated to solving the client's most challenging problems through technical skills, innovative solutions, and elevated experiences. Lead the creation and execution of yearly Growth and Client Interactions Plan, to achieve growth objectives for the Client, focusing on a 3-5-year horizon and enhancing client-GHD strategic importance through Executive Sponsor engagement Build and establish lasting relationships through consistent application of GHD's Strategic Account Leadership (SAL) methods and mindset Utilise knowledge of the client's business, preferences, industry, and market trends and adopt a solution architecture mindset to identify growth opportunities, new innovations, and deliver tailored solutions, while sharing insights and best practices Maintain and renew a deep knowledge and understanding of the clients' organisation (such as policies, procedures, or relevant regulatory requirements) to ensure GHD's delivery adheres to their needs and requirements, taking appropriate action to resolve and/or escalate issues as appropriate Promote a culture that supports learning from experience, adopting original approaches based on lessons learned, and facilitating the sharing of business-wide insights Optimise investments to support the client's needs, validating their values and preferences to improve use of services and GHD's strategic relevance to the client Drive financial performance by setting ambitious goals, monitoring data to inform priorities, achieving growth targets, and improving proposal win rate, value-add & client-initiated variations Play a leadership role in developing a forward-looking opportunity pipeline and participating in project acquisition activities, guiding client preferences, and representing clients within GHD's Tender Review Group (TRG) reviews Champion and ensure accuracy of client data and documentation in Salesforce, using insights to support decision making, providing regular performance updates to the Executive Sponsor and the Economic Region Leadership Team Actively seek client feedback, improve satisfaction, resolve complex issues quickly, and collaborate with teams for effective resolutions Partner with the Executive Sponsor and CET members to intentionally build top-level relationships within the client's ecosystem to deepen the connection with GHD Build a culture that supports learning from experience by adopting original approaches based on lessons learned, facilitating the sharing of client insight Champion the development and execution of client project delivery processes to ensure an understanding of the client's objectives Develop and deliver multi-mode communications that convey the unique needs of diverse stakeholders within the client and GHD Develop own capabilities by actively participating in formal and informal training and coaching Actively take advantage of marketing activities (i.e.. Account based marketing) to increase engagement, and play an active role in monitoring, qualifying, and building relationships with new leads Mentor the next generation of client leaders What you will bring to the team: Engineering or Science degree 8 to10 years of experience in a client management or business development discipline or related client-facing role with the US Army or working for the US Army Successful experience in forming strong and collaborative relationships with clients and internal team members across a broad geographical reach Strong organizational skills with the ability to schedule and manage multiple tasks and meet tight deadlines A proactive and responsive communicator, actively responding to requests for insight or information, in a proactive and timely manner backed by excellent written and verbal communication skills across a broader range of audiences and personas Shows a high degree of accuracy and meticulous attention to detail to synthesise insights and information that support business decisions Ability to work and thrive in a fast-paced, dynamic environment under tight deadlines. Highly developed stakeholder engagement skills, recognising empathy and social cues and addressing needs with tact and sensitivity to foster strong rapport Skilled at maneuvering through ambiguity or complexity, people-related dynamics and (at times) contradictory information to solve problems Encourage others to think differently and enrich their analyses of complex situations, building support for ideas among key decision-makers and stakeholders, to overcome any resistance Proficient knowledge of MS office suites and CRM technology (Salesforce) Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like. Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Note: Experience working with this client is a requirement. As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status. #LI-TW1

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Dealer Relationship Manager (DRM) in Auto Finance, you will motivate new and existing auto dealers to use Chase Auto Finance in the Greater Houston market. The DRM is responsible for managing and expanding relationships with automotive dealers, focusing on full dealer service needs including, retail services, commercial services and treasury solutions. This role involves working closely with dealers to understand their financial needs, providing tailored solutions, and ensuring a high level of customer satisfaction. The DRM will collaborate with internal teams to deliver comprehensive financial services that support the growth and success of dealer clients. Job responsibilities Sign up dealers to programs in the local market. Interface directly with all dealership personnel including training dealers on contracts, worksheets, and leasing. Inform dealers of policy, procedures and price changes. Develop pricing/program recommendations for territory. Act as liaison between dealers and Dealer Service Center where credit decisions are made. Liaise between the manufacture's regional office and Chase Auto Finance programs and initiatives. Monitor ongoing dealer performance such as efficiency ratios, delinquency, losses, profitability, etc. Increase and maintain required market share levels and attain volume plan at acceptable business levels. Train dealers on all consumer and commercial products. Achieve sales targets and build long-term client relationships. Work with dealers to identify treasury management opportunities. Identify opportunities to offer commercial financing solutions, including floor plan financing, real estate loans, and working capital lines of credit. Required qualifications, capabilities, and skills Underwriting experience within the auto finance industry Demonstrated people management skill an ability to influence Excellent verbal and written communication skills Experience managing a sales territory Knowledge of indirect auto finance industry Excellent sales presentation skills to motivate new clients to use services and product Thorough knowledge of indirect finance products (retail/lease) Excellent verbal and written communication skills Demonstrated ability to establish and maintain client relationships Willing to travel up to 50% locally Strong understanding of dealer commercial financing and treasury management products. Preferred qualifications, capabilities, and skills Consumer leading and commercial product knowledge.

Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements. Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life Emphasis on high-touch client service; No new business requirements. Average client has 100mm+ investable assets with firm The firm has a collegial atmosphere team approach Compensation package includes base salary, bonus, equity component, and an excellent benefits package Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm ~ Relocation Assistance Available ~

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. As a SEG Relationship Manager in the credit union industry, the focus is to lead efforts in managing and growing a portfolio of Premier Partners (Select Employee Groups - SEGs). Develop new business relationships with both current and prospective Premier Partners, as well as local businesses. Additionally, the SEG relationship manager will conduct market research, evaluate competitors, and craft strategies to increase Wellby's brand awareness and drive sales. Principle Duties and Responsibilities Willingness and ability to exhibit Wellby Core Values every day. Works with purpose and is driven to provide the best team member experience. Researches, identifies, and pursues new Select Employer Groups SEGs (150+ employees) to add the Field of Membership (FOM). Conducts cold calls to target and secure meetings and proposals for new opportunities. Utilize CRM and department calendar to track engagements, contacts and outreach efforts. Identifies key SEGs with the FOM and schedules activities to generate memberships and product usage. Maintains frequent contact with targeted member base to expand member relationships, ensure member retention, and meet financial goals and objectives. Coordinates with Retail Branch locations for planned SEG visits and prospecting efforts. Maintains relationships by ensuring the Wellby Financial SEGs and business partners have appropriate marketing materials, campaign information, and financial information to promote the Wellby Financial to their employees. Collaborate with internal departments to provide SEG clients with tailored financial solutions Identifies opportunities to increase senior-level involvement in business development activities. Represents Wellby Financial during community projects and at public, social, and business gatherings. Ability to work outside of business hours when needed for events. Prepare and present reports on SEG portfolio performance to senior leadership Continuously scan the financial and corporate wellness environment for emerging trends, best practices, and opportunities. Manage business development representatives through a structured lead generation process with a focus on data driven KPIs (number of leads sequenced, calls, meetings and sales qualified opportunities) Create coaching and development plans to help increase productivity Foster a performance culture to deliver positive outcomes across the organization Performs other duties as assigned. Knowledge, Skills, and Abilities (KSA) Knowledge of Wellby's organizational functions, and general operating policies and procedures. Knowledge of secretarial practices and procedures, business English, spelling, and punctuation. Knowledge of personal computer, utilizing Microsoft Office Suite. Skilled in delivering engaging presentation and facilitating discussions. Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines. Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to work collaboratively and openly share ideas as part of a cross-functional team. Ability to initiate, develop and maintain strong, effective relationships. Ability to work effectively across organizational departments and functions to achieve strategic goals. Ability to work in a fast-paced team environment with exceptional customer service skills. Ability to communicate clearly and concisely, orally and in writing. Ability to motivate others and to work in a large cross-functional team dynamic. Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members. Ability to coordinate several concurrent activities simultaneously. Ability to exercise independent judgment. Supervisory Responsibilities Team member does not supervisory responsibilities. Complexity & Scope of Work The team member performs a number of routine and generally related tasks without supervisory direction. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. Courses of action are determined by established procedures and/or the Vice President, Community & Development. The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. The team member uses independent judgment in making decisions. Physical Demands & Work Environment The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions. To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members. The ability to observe details at close range (within a few feet of the observer). Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs. Must be able to stand or sit for prolonged periods The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated. Minimum Qualifications Bachelor's degree in marketing, communications, or related field required. A minimum of five (5) years' related business development experience required. Equivalent combination of education and experience may substitute for stated qualifications. A valid Texas driver's license must be obtained within 30 days of the hire date Experience with financial services and products. Experience marketing business-to-consumer (“B2C”) and business-to-business (“B2B”) preferred. Bondable For All Candidates: This is a Full-time, Salary (exempt) role | Emergency Classification: Non-essential Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email *************************** or call ************ for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.

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. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Houston, TX Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family. Ready to build something that's yours-forever? At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally). This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever. What You'll Do Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory Develop a book of business through new client acquisition Manage and grow the accounts you open-these are yours to keep Offer solutions with our products in packaging, automation, janitorial, safety, and beyond Represent the Ernest brand with professionalism and personality What You'll Get Uncapped earnings: Base salary + commission + bonuses + car allowance Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best. Benefits: Medical, dental, vision, 401(k), PTO Culture that clicks: Fun, supportive, driven-we root for each other Legacy with lift: 79+ years of innovation, and we're still growing What We're Looking For Passion for sales and relationship-building Previous experience in outside sales Hunter mentality with a knack for face-to-face engagement Resilience, positivity, and an entrepreneurial gritty spirit We're not your typical company and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest. Wanna see what makes us awesome? Hit play on our latest videos: Newest Company Video with Keanu Reeves! Watch us make a cardboard skateboard with Tony Hawk! 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!

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Houston photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

The purpose of this job is to use Commercial Lending skills to provide practical application in the areas of portfolio management, preparation of loan packages, property inspections, relationship development and other duties as needed in such a way as to contribute to the overall achievement of departmental goals. This position may be filled as a Level I, II, III. Additional responsibilities and qualifications apply. THIS POSITION IS OPEN TO THE GREATER HOUSTON AREA. Responsibilities Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals Provide high level of customer service to existing clients in order to build relationships, to expand development of business and to identify and create cross sell opportunities for other product lines Maintains professional community relations to increase the bank's visibility and new business opportunities, and to further personal development. Perform additional duties as assigned. Level II additional responsibilities: Maximizes the department's profitability through the maintenance of a high-quality loan portfolio. Has credit authority on large and complex accounts Actively participates in business development activities for the purpose of attracting additional profitable business for the bank Provides guidance to less experienced relationship managers Maintains professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further personal development Cross-sell additional products and services to existing customer base and asks for referrals Perform additional duties as assigned. Level III additional responsibilities: All responsibilities listed Qualifications Bachelor's degree in business, finance, accounting, related field, or equivalent experience Minimum of three years proven and progressive commercial lending/credit experience or equivalent Experience with real estate or commercial lending risk analysis Developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Practical working knowledge of sales principles Detailed knowledge of credit analysis practice and procedure Familiarity with products and services offered by financial services institutions Effective oral and written communication skills Excellent interpersonal skills Developed decision making and persuasion skills Proven ability to build relationships Time management/organization skills Computer skills to include word processing and spreadsheet application Customer contact and sales and service skills Level II additional qualifications: Bachelor's degree in business, finance, accounting, related field, or equivalent experience Minimum 5 years of progressively increasing commercial lending experience Knowledge of pricing models as it relates to profitability of lending unit Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Knowledge of sales principles Detailed knowledge of credit analysis practice and procedure In-depth knowledge of products and services offered by financial services institutions Strong analysis, judgment and communication (oral and written) skills Should possess excellent negotiation and problem-solving skills Ability to present loan commitments to executive management of customers should be attained prior to this level Must possess a high level of analytical skills Must possess effective interpersonal skills Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and the borrower Motivation and initiative are essential 10 years lending experience preferred Level III additional qualifications: Minimum of 10 years proven and progressive middle market and corporate banking experience. Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

The Senior Client Partner - Utilities NA is a strategic leader responsible for managing key client relationships across the North American utilities landscape. This role focuses on driving business growth, ensuring delivery excellence, and aligning enterprise capabilities with client transformation goals in areas such as grid modernization, digital customer experience, and regulatory compliance. Key Responsibilities: Client Engagement & Relationship Management * Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and program heads. * Lead strategic account planning and executive-level governance. * Foster long-term partnerships by aligning delivery outcomes with client business priorities. Business Development & Growth * Identify and pursue growth opportunities within existing accounts. * Drive consultative selling across digital, cloud, and infrastructure services. * Collaborate with sales, delivery, and domain teams to shape go-to-market strategies. Delivery Oversight * Ensure successful delivery of services across application, infrastructure, and transformation programs. * Monitor KPIs, SLAs, and client satisfaction metrics. * Lead risk management and escalation resolution. Strategic Leadership * Develop and execute account plans aligned with North American utility trends and regulatory frameworks. * Influence internal stakeholders to mobilize resources and prioritize client needs. * Mentor client-facing teams and contribute to talent development. Qualifications * Bachelor's degree in engineering, Business, or related field (MBA preferred). * 20+ years of experience in client-facing roles, including 7+ years in senior consulting or account leadership. * Proven track record managing multi-million-dollar utility accounts in North America. * Deep understanding of utility operations, regulatory environments (e.g., FERC, NERC), and digital transformation. * Strong communication, negotiation, and stakeholder management skills. Others Skills * Deep understanding of Customer Information System (CIS), Work and Asset Management, AMI, DERMS, OMS, and utility analytics platforms. * < span class="cf1">Familiarity with cloud migration, cybersecurity, and ESG initiatives. * Understanding the impact and implementation of GenAI in Utilities * Ability to navigate complex matrix organizations and influence cross-functional teams. Salary Range: $147,000-$203,000 a year #LI-MM6

The Client Experience Manager- Order to Cash (OTC) is a pivotal role at HighRadius, responsible for driving adoption, satisfaction, and long-term value for a portfolio of our most strategic customers. You will act as a trusted business advisor and functional expert, ensuring clients are maximizing their investment in the HighRadius platform to achieve their desired business outcomes. Crucially, this is a business and functional partnership role, not a technical support position. Your focus will be on understanding customer accounts and guiding them on how to leverage our solutions to optimize their workflows. Key Responsibilities: Portfolio Management: Serve as the primary business and functional point of contact for a dedicated portfolio of HighRadius's top-tier enterprise customers, building deep and lasting relationships with key stakeholders, from process owners to executives. Strategic Advisement: Leverage deep Accounts Receivable (AR) domain expertise to understand customer challenges and proactively recommend best practices, process improvements, and functional solutions within the HighRadius platform. Value Realization: Conduct regular strategic business reviews to showcase the value realized, analyze key performance indicators (KPIs), and align with customer leadership on future goals and opportunities for growth. Consultative Engagement: Master the art of active listening and asking insightful, clarifying questions to uncover underlying business needs, potential risks, and opportunities for deeper platform adoption. Advocacy & De-escalation: Navigate and de-escalate complex customer situations with poise and precision. You will act as the customer's advocate within HighRadius, coordinating with internal teams to ensure timely resolution of functional (non-technical) inquiries and challenges. Requirements: Experience: 5+ years of progressive experience within Accounts Receivable. Lead or Supervisory experience is preferred but not required. Domain Expertise: Demonstrated, in-depth knowledge of the Accounts Receivable (AR) and the broader Order-to-Cash (O2C) cycle. Direct experience in credit management, collections strategy, cash application, or deductions management is a significant advantage. Exceptional Communication: World-class customer-facing communication and presentation skills. You possess a natural talent for active listening, building executive rapport, and articulating complex concepts in a clear, concise manner. Thrives Under Pressure: Proven ability to manage high-pressure situations, think critically on the fly, and handle complex customer objections or concerns with a calm, methodical, and precise approach. Systems & Technology Fluency: Comfort navigating and discussing various enterprise systems and their business implications. Experience with HighRadius products or major ERPs (e.g., SAP, Oracle, NetSuite) is desired. Education: Bachelor's degree in Business, Finance, Accounting, or a related field. Perks & Benefits: Performance-based commission (for eligible roles) Competitive benefits, 401k matching plan, and wellness resources Opportunity to earn stock options for top-performers Paid parental leave Paid company & flex holidays ZINGy environment: quarterly events, team outings, and MORE!

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies in a timely and accurate manner. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes. Responsible for timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records. Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS California Fire and Casualty Broker License Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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. #LI-MS2

Quiddity is seeking an Engineering Client Manager to support municipal clients in the development of long-range projects and facility planning. This role is designed for high-potential engineers who excel at building and maintaining strong client relationships. As you successfully manage and deliver projects, you will create opportunities for increasing levels of responsibility and rewards within the firm. Responsibilities Serve as the primary representative of Quiddity for assigned municipal and district clients, maintaining consistent and constructive communication with clients and project teams. Supervise and mentor team members supporting assigned clients. Monitor overall project health and quality delivery for clients. Apply project management skills to keep projects on schedule and within budget parameters. Assist clients with long range financial planning and capital infrastructure maintenance. Demonstrate a working knowledge of water and wastewater treatment plants, lift stations and drainage infrastructure operations and related water district engineering. Maintain a proactive, client focused and service-oriented approach with a strong sense of urgency. Collaborate with industry partners to support client and firm growth. Attend monthly client meetings, including some outside of typical business hours. Qualifications Bachelor's degree in Civil Engineering or engineering degrees in Environmental, Construction, Mechanical or Agricultural or related programs. Licensed Professional Engineer (P.E.) preferably in the state of Texas. Demonstrate strong project development and management skills. Experienced leadership skills and proven excellence in client relationships. Strong communicator with experience as a public speaker capable of giving presentations and knowledge of municipal infrastructure improvement process in small city/districts. Knowledge of City of Houston, Harris County, and Fort Bend County review process is preferred but not required. Knowledge of Texas Commission on Environmental Quality Rules and Regulations is preferred but not required. Understanding of municipal bond finance. Proficient in Microsoft office, particularly Outlook and Excel. About Us Quiddity is an award-winning, full-service civil engineering, planning, environmental, and surveying firm. We deliver forward-thinking solutions for both public infrastructure and private development projects. With a team of over 700 professionals across 12 offices in Texas and Florida, our design and consulting expertise spans from wastewater treatment and highway design to multi-family housing and master-planned communities. Since 1976, we've been committed to building strong communities-inside and out. This dedication has earned us a place among Engineering News-Record's Top 200 Design Firms and regular recognition as a Best Place to Work by regional and local publications. Discover more at quiddity.com. Benefits Competitive Compensation 4 ½ Day Work Week Paid Time Off Health Care Plans (Medical, Dental, & Vision) Retirement Plan 401k with Quiddity matching Profit Sharing Life Insurance (Basic, Voluntary, & AD&D) Paid Family Leave Short Term & Long Term Disability Insurance Other Benefits EEO STATEMENT Quiddity is committed to providing equal opportunity to all qualified applicants and its employees. Quiddity strictly prohibits all discrimination on the basis of race, ancestry, color, age, national origin, ethnicity, religious creed or belief, military or veteran status, sex, gender, sexual orientation, citizenship status, protected activity or any other status or classification protected by applicable federal, state, and/or local laws. NOTICE TO THIRD PARTY AGENCIES - Quiddity does not accept unsolicited resumes from recruiters or employment agencies. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Quiddity. Without a signed Recruitment Fee Agreement, Quiddity will not consider or agree to payment of any referral compensation or recruiter fee. Suppose a recruiter or agency submits a resume or candidate without a previously signed agreement. In that case, Quiddity explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.