Relationship manager jobs in Sugar Land, TX

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Job Description 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.

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.

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

* 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

Water shapes every community, every ecosystem, and every future. As floods, droughts, and storms become more frequent and severe, the need for bold, resilient water solutions has never been greater. At GHD, we're reimagining what's possible, partnering with clients to anticipate change, safeguard resources, and create lasting impact. Join a diverse, purpose-driven team of water professionals who are leading from the front, solving complex challenges, and inspiring sustainable outcomes for generations to come. Here, you'll tap into a global network of experts and decades of experience to deliver projects that honor nature, strengthen communities, and secure a healthier future for all. Who are we looking for? In response to steady growth within our Water/Wastewater business, our Central Region Water group is looking to bring onboard a motivated Relationship Manager to oversee the expansion of GHD's Water business in the Metropolitan Houston area. As a Client Relationship Manager, you will be a seller/doer, leading GHD pursuits of traditional and collaborative delivery projects for public clients responsible for safe and reliable water resources (drinking water, wastewater, and stormwater). To better serve our clients and foster collaboration, this position will be based in our future Metro-Houston office. Come plan and implement sales to specific, existing major accounts where growing relationships, identifying opportunities, and utilizing account management skills are critical. The role requires full knowledge of water and wastewater, along with a strong understanding of the client's objectives and challenges. In an ever-changing world, it requires creativity and innovation to stay ahead. We're seeking the curious, those who are stimulated by fresh thinking and a desire to shape our communities in new, positive ways. As part of a truly global team, working on complex and rewarding projects, you'll be at the forefront of driving change. See what the power of commitment can do for you. Working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: Lead Key Accounts: Manage and grow relationships with priority municipal and utility clients. Serve as a trusted advisor by understanding their strategic needs and connecting them to GHD's full capabilities. Build Trusted Partnerships: Develop and implement account plans that strengthen long-term client relationships, ensure satisfaction, and align with GHD's regional growth objectives. Shape Client Solutions: Engage directly with decision-makers to clarify needs, identify opportunities, and present tailored service offerings that deliver value and advance community outcomes. Champion Client Experience: Act as the client's advocate across internal teams, ensuring seamless delivery, proactive communication, and a culture of responsiveness and accountability. Expand Market Presence: Network across the Houston metro water and infrastructure community, attend industry forums, lead proposal development, and contribute to pursuit strategies that enhance GHD's visibility and market share. Leverage CRM Intelligence: Maintain accurate client and opportunity data in Salesforce (or equivalent system) to support transparent, data-driven business development. Invest in Growth: Pursue ongoing professional development-through training, mentorship, and industry engagement-to deepen your technical, commercial, and leadership capabilities. Responsibilities Personal Capability Building: Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Key Account Management: Ensure quality service and profitable business growth by managing a portfolio of complex customer relationships and/or a small team of account managers. Sell Customer Propositions: Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate. Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex existing 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. Education Bachelor's or Master's Degree in Civil or Environmental Engineering. Experience What you will bring to the team: Professional Engineer (PE) license in Texas 15 + years of experience in the water, wastewater process or conveyance infrastructure field along with strong experience working with municipal clients. Proven experience delivering water projects within the Houston Metro area. Strong client focus with at least 5 years serving municipal clients in Metro-Houston preferred (i.e. City of Houston, Harris County, Montgomery County, Galveston County, Waller County) and (Demonstrated experience with Houston Metropolitan area clients a plus). A Seller/Doer with strong business development, proposal preparation and marketing skills. Our Hybrid Work Model: Be part of the dynamic culture! Our workplace thrives on a hybrid model, combining in-office collaboration and flexibility. Join us in the office three days a week to contribute, connect and excel in our vibrant environment. 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, color, religion, genetic information, national origin, sex (including same sex), sexual orientation, gender identity, pregnancy, childbirth, or related medical conditions, age, disability or handicap, citizenship status, service member status, or any other category protected by federal, state, or local law. #LI-JS1

Job Description 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 ~

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

Water shapes every community, every ecosystem, and every future. As floods, droughts, and storms become more frequent and severe, the need for bold, resilient water solutions has never been greater. At GHD, we're reimagining what's possible, partnering with clients to anticipate change, safeguard resources, and create lasting impact. Join a diverse, purpose-driven team of water professionals who are leading from the front, solving complex challenges, and inspiring sustainable outcomes for generations to come. Here, you'll tap into a global network of experts and decades of experience to deliver projects that honor nature, strengthen communities, and secure a healthier future for all. Who are we looking for? In response to steady growth within our Water/Wastewater business, our Central Region Water group is looking to bring onboard a motivated Relationship Manager to oversee the expansion of GHD's Water business in the Metropolitan Houston area. As a Client Relationship Manager, you will be a seller/doer, leading GHD pursuits of traditional and collaborative delivery projects for public clients responsible for safe and reliable water resources (drinking water, wastewater, and stormwater). To better serve our clients and foster collaboration, this position will be based in our future Metro-Houston office. Come plan and implement sales to specific, existing major accounts where growing relationships, identifying opportunities, and utilizing account management skills are critical. The role requires full knowledge of water and wastewater, along with a strong understanding of the client's objectives and challenges. In an ever-changing world, it requires creativity and innovation to stay ahead. We're seeking the curious, those who are stimulated by fresh thinking and a desire to shape our communities in new, positive ways. As part of a truly global team, working on complex and rewarding projects, you'll be at the forefront of driving change. See what the power of commitment can do for you. Working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: Lead Key Accounts: Manage and grow relationships with priority municipal and utility clients. Serve as a trusted advisor by understanding their strategic needs and connecting them to GHD's full capabilities. Build Trusted Partnerships: Develop and implement account plans that strengthen long-term client relationships, ensure satisfaction, and align with GHD's regional growth objectives. Shape Client Solutions: Engage directly with decision-makers to clarify needs, identify opportunities, and present tailored service offerings that deliver value and advance community outcomes. Champion Client Experience: Act as the client's advocate across internal teams, ensuring seamless delivery, proactive communication, and a culture of responsiveness and accountability. Expand Market Presence: Network across the Houston metro water and infrastructure community, attend industry forums, lead proposal development, and contribute to pursuit strategies that enhance GHD's visibility and market share. Leverage CRM Intelligence: Maintain accurate client and opportunity data in Salesforce (or equivalent system) to support transparent, data-driven business development. Invest in Growth: Pursue ongoing professional development-through training, mentorship, and industry engagement-to deepen your technical, commercial, and leadership capabilities. Responsibilities Personal Capability Building: Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Key Account Management: Ensure quality service and profitable business growth by managing a portfolio of complex customer relationships and/or a small team of account managers. Sell Customer Propositions: Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate. Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex existing 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. Education Bachelor's or Master's Degree in Civil or Environmental Engineering. Experience What you will bring to the team: Professional Engineer (PE) license in Texas 15 + years of experience in the water, wastewater process or conveyance infrastructure field along with strong experience working with municipal clients. Proven experience delivering water projects within the Houston Metro area. Strong client focus with at least 5 years serving municipal clients in Metro-Houston preferred (i.e. City of Houston, Harris County, Montgomery County, Galveston County, Waller County) and (Demonstrated experience with Houston Metropolitan area clients a plus). A Seller/Doer with strong business development, proposal preparation and marketing skills. Our Hybrid Work Model: Be part of the dynamic culture! Our workplace thrives on a hybrid model, combining in-office collaboration and flexibility. Join us in the office three days a week to contribute, connect and excel in our vibrant environment. 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, color, religion, genetic information, national origin, sex (including same sex), sexual orientation, gender identity, pregnancy, childbirth, or related medical conditions, age, disability or handicap, citizenship status, service member status, or any other category protected by federal, state, or local law. #LI-JS1

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.

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 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

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: * Reach and maintain your target portfolio size within a specified time frame * Call prospects who are potentially profitable to the bank * Always maintain the best interest of both the bank and customers in all matters * Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests * Closely monitor the assigned loan portfolio for any deterioration in repayment ability * Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: * 3+ years of lending experience * Ability to communicate with all levels of personnel * Excellent written and verbal communication skills * Proficient in Microsoft applications Additional Preferred Skills: * Bachelor's degree * Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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

Job DescriptionSalary: DOE Work with the best, serve the elite, and set the standard as our Client Experience Manager. We are seeking a Client Experience Manager to join the worlds leading chauffeured services company. With offices in Houston and London, we serve top-tier clients across the globe and set the benchmark for luxury, professionalism, and service excellence. Position Summary: The Client Experience Manager will uphold GGTs standards of excellence, delivering our premium service offering and reinforcing our value proposition to top-tier clients. In a fast-paced, high-volume, and time-sensitive environment, this role balances the demands of exceptional client service with a culture of employee appreciation and team-building initiatives. The ideal candidate will be: Impeccable in presentation: polished, poised, and professional. Client-centric: dedicated to anticipating and exceeding client needs. Innovative: able to think outside the box and create solutions that set us apart. Collaborative: eager to work alongside the best team in the industry across our international offices. What we offer: The opportunity to work with world-class clientele in corporate aviation, luxury and executive travel. A global platform with established offices in Houston and London. A competitive compensation and benefits package. A career-defining role in an organization where excellence is the standard. If you are driven to deliver a flawless client experience and want to be part of a team that leads the industry, we would like to hear from you. Key Responsibilities: Client Onboarding: Serve as the primary point of contact for new clients, ensuring a seamless introduction to our services and an exceptional first impression. Service Oversight: Monitor service delivery and proactively address any deviations, resolving issues quickly to maintain client satisfaction and uphold brand standards. Quoting & Pricing Support: Prepare accurate and timely quotes for clients, coordinating with operations and sales teams to ensure feasibility and profitability. Client Relationship Management: Build and nurture long-term relationships with high-net-worth and corporate clients, anticipating needs and providing personalized solutions. Cross-Functional Collaboration: Work closely with global operations, sales, and concierge teams to ensure consistent service quality across all touchpoints. Issue Resolution & Escalation: Act as the escalation point for client concerns, ensuring prompt resolution while maintaining a high level of discretion and professionalism. Service Improvement Initiatives: Identify opportunities to enhance the client experience, streamline processes, and contribute to service innovation. Reporting & Analysis: Track client interactions, feedback, and service metrics, providing actionable insights to leadership for continuous improvement. Special Projects & Events: Support VIP programs, high-profile client requests, and bespoke service initiatives as needed. Brand Ambassador: Represent the company at tradeshows, conferences, and industry Qualifications: Proven client-facing experience: 5+ years in luxury services, hospitality, aviation, or high-end transportation industries. Polished and professional presentation: Comfortable representing a global brand to high-net-worth and corporate clients. Exceptional communication skills: Written and verbal, with the ability to manage sensitive situations tactfully. Strong problem-solving abilities: Able to resolve service deviations and client concerns quickly and creatively. Organized and detail-oriented: Skilled at managing multiple clients, projects, and global communications simultaneously. Tech-savvy: Comfortable using CRM systems, quoting software, and office productivity tools. Collaborative mindset: Able to work across global teams in Houston and London. Flexibility: Willingness to travel for tradeshows, conferences, and client events. Bachelors degree preferred (or equivalent experience) in corporate aviation, hospitality, executive or luxury travel, or related field. Benefits: Paid Holidays - 8, including 1 personal day Paid Time Off - 15 days Medical, Dental, Vision Insurance Life Insurance GGT WORLDWISE is a dynamic service company located in Southwest Houston. We are a company of hard-working achievers that hold company culture near and dear. We are client focused, work as one team, and strive to be better every day. These are our core values. We are an equal opportunity employer committed to creating an inclusive environment for all our employees, where different backgrounds and perspectives are valued and encouraged - regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. We encourage all people to come as they are. We operate with integrity, esteem diversity and treat each other fairly and with respect.

Apply Description At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business Banking Client Manager. Description: The Business Banking Client Manager position is responsible for the sourcing, securing, developing, and retaining of profitable business banking relationships within the assigned region. The primary focus is on finding new business opportunities to sell the Bank's products and services and the retention/expansion of existing relationship. This position is also responsible for contributing to the assigned region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. The Business Banking Client Manager maintains and grows current relationships by identifying and presenting new lending opportunities as well as cross selling bank products as the opportunity arises. This role serves as primary manager of a portfolio of relationships and targets clients with loan exposures primarily in the $250M to $2.5MM range. Responsibilities: Serves as primary contact with assigned customers focusing on retention and growth in profitability. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the Bank. This would include Deposit Products, Cash Management, Capital Markets, Loan Products and personal banking products and services. Develops new business banking relationships for the Bank. Conducts interviews with applicants to thoroughly understand current and prospective needs including the business financial situation and need for Bank products and services. Visits applicants at their places of business to verify and better assess their current situation and future needs. Obtains financial statements, tax returns, and other credit information and ensures maintenance of electronic credit files. Conducts analysis of pertinent credit information and/or credit checks. Works closely with the credit group on all new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the portfolio manager forming a one banking team for all bank clients. Manages existing portfolio and stays informed on their condition. Is aware of developing trends in the market, which may impact credit quality. Works closely with the portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses. Manages all communications with customers related to credit and non-credit issues. Works with commercial documentation department and Business Credit Management team in the review and negotiation of loan documents. Maintains assigned annual goals for portfolio growth, new business development, and portfolio maintenance. Education / Experience Preferred: Bachelor's Degree in a related field, preferred. 1-3+ years of experience with business development. Must possess experience in commercial or business banking with general knowledge of lending laws and regulations. Credit experience Must possess excellent communication skills, both written and verbal. Must possess excellent customer service skills. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. 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