Relationship manager jobs in Tampa, FL - 621 jobs

Account Manager- (New Community Transitions) The Account Manager for New Community Transitions serves as the primary liaison between the Transitions Department, newly onboarded associations, community managers, and Boards of Directors. This role is highly visible, and relationship-driven, ensuring a smooth, organized, and professional transition experience for new communities. The Account Manager will be onsite at newly onboarded communities a minimum of four days per week and will play a critical role in early engagement, communication, and owner onboarding. Key Responsibilities Serve as the primary point of contact for newly onboarded associations during the transition period Act as liaison between Transitions, Community Managers, Boards of Directors, and internal departments Coordinate and attend board meetings, meet and greets, and community introduction events Facilitate owner onboarding including ACH enrollment and portal setup support Partner with the assigned Community Manager to ensure alignment and continuity post transition Provide consistent, professional communication to Boards throughout the onboarding period Support implementation of Ardoor systems, processes, and service standards Be onsite at new communities at least four days per week to support transition success Identify and escalate issues or risks to the Director of Operations as needed Qualifications Active CAM license with a minimum of three years of experience Ability and willingness to travel to all Ardoor portfolio companies Strong communication and relationship management skills Highly organized with attention to detail and follow through Comfortable working onsite and engaging directly with boards and homeowners Prior experience in community transitions preferred Exceptional organizational, reporting, and accountability skills Confident board facing presence with the ability to manage expectations Willingness and ability to travel extensively as needed Perform other duties and responsibilities as assigned that are consistent with the scope and intent of the position. Support organizational initiatives and operational needs as required to ensure successful community transitions and overall service delivery. Adapt to evolving business needs and priorities while maintaining a high standard of professionalism and accountability.

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with Producer; Binds insurance coverage and prepares binders and/or delegate certificates issuance; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Provides technical guidance to staff assisting with client needs or procedural issues; Notifies brokers of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Six (6) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Proficient in Microsoft Office Suite Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork#LI-KG1

We are seeking an experienced Account Manager to join our team. In this role, you will be responsible for prospecting and identifying new opportunities as well as nurturing and growing our business with established customers. The Account Manager must be able to visualize the integral relationships necessary for system integration; be motivated, self‐disciplined, multi‐tasking, and focused on achieving results through professional selling techniques. FORTÉ offers a competitive base salary, and an uncapped commission plan. In addition, we offer plenty of local, regional and national support resources to ensure we're in the best position to support your success and provide a great customer experience. What You Will be Doing: Identifying opportunities with new and existing customers within AV environments that include videoconferencing, meeting room spaces, enterprise technologies, digital signage and video editing/production. Establishing Key Accounts and building on our already substantial client base with new clients Collaborate with engineering, design and project management teams to provide solutions. Participating in exceptional ongoing educational opportunities at our new million-dollar training center and at our regional office to stay on top of new technology. Assisting clients in improving efficiency and profitability by having a thorough grasp on company and partner's products and solutions Participating in a uniquely supportive team culture, one that presumes that every member of the team is here for the long haul. What You Bring to Assure Success: Aggressive, energetic, self-starter, goal setting mentality with an established skill set in solution and relationship sales. Experience in AV, Broadcast, Videoconferencing, IT, and/or Network sales preferred - will consider strong B2B selling experience. Strong listening and attention to detail skills Proven history of meeting or exceeding sales objectives

**The Best Teams are Created and Maintained Here.** + The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. **Duties and** **Responsibilities:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio + Develop accurate estimates and takeoffs for both new and existing clients as needed + Deliver timely bid proposals and designs for enhancement projects. + Generate referrals from existing client base and communicate leads to Business Developer + Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact + Conduct regular site walkthroughs with clients to ensure quality and service expectations are met + Lead and facilitate the resolution of client concerns or issues + Ensure timely account renewals within the assigned client portfolio + Proactively assess and address site enhancement needs during visits + Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations + Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met + Support hiring, training, and coaching of field crews for the assigned portfolio + Promote and enforce safety policies and procedures + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain proper account documentation and notes in the CRM system + Monitor and maintain satisfactory accounts receivable levels + Coordinate with the Branch Administrator to keep client records and contact information current + Perform additional duties as assigned by the Branch Manager **Education and** **Experience:** + Associate's or Bachelor's degree in a business-related field, or equivalent experience in a customer-focused service industry + Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace. + Strong written and verbal communication skills. + Demonstrated leadership and coaching abilities + Ability to foster collaboration and teamwork **Physical** **Demands/Requirements:** + Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools + Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time + Customarily and regularly spends more than half of the time working away from BrightView's places of business, walking job sites, selling and obtaining orders or contracts for BrightView's services + Ability to travel by car, train, and plane + Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours **Work** **Environment:** + Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week + Field-based position, a combination of office and customer-facing **_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._** **_This job description is subject to change at any time_** **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

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

Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive. *The Hartford is seeking a Client Relationship Manager for our Florida market. Candidates that reside in Florida will be considered* As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Your primary role is to retain and grow your book of business. This is accomplished through the following: Proactively support your clients through various interactions including stewardship meetings based on each customer's needs. Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer's needs. Make recommendations for changing where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive. Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff. Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate. Primary liaison between customer, producer, and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time. Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate. Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers. Qualifications: A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred. 4-year college degree preferred or equivalent work experience. As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements. Ability to facilitate meetings and/or present to groups of varying sizes. Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint. Excellent verbal and written communication skills. Highly organized, detail oriented and able to manage multiple priorities at once. Ability to build rapport and develop/maintain strong relationships with internal/external partners. Ability to work independently. Ability to travel (Approx. 20%) Demonstrates good leadership skills. As a condition of your employment, you must obtain and maintain the Group Life & Health license. *Must reside within the Florida market to be considered* This role can have a Hybrid or Remote work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $74,400 - $111,600 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

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

Private Client Relationship Manager - Tampa, FL FinTrust Connect has partnered with a regional banking institution to identify a seasoned Private Client Relationship Manager. This is a high-impact, client-facing advisory role with a focus on long-term wealth stewardship rather than transactional selling. The institution is committed to delivering integrated banking, lending, and wealth solutions to high-net-worth households. Why this opportunity? Culture: Relationship-first, discretion-driven, and intellectually rigorous environment focused on long-term client outcomes Workplace: On-site in Tampa, FL Function: Serve as the primary advisor for complex, multi-generational wealth clients, integrating credit, deposits, and investment strategies across internal banking partners Requirements: 8-15+ years of experience in private banking, wealth management, or trust and estate planning Bachelor's degree required FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration Strong preference for CFP credential Proven experience with HNW/UHNW households ($5MM-$50MM+ net worth) Expertise in financial planning, credit strategy, trusts & estates, and asset allocation Description: Lead client advisory relationships with a high degree of discretion and long-term vision Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.) Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions Advise on liquidity events, estate transfers, and full balance sheet management Present comprehensive financial plans and credit strategies tailored to client life transitions

Before we opened Strive Pharmacy we were unsatisfied with the current state of the pharmaceutical industry. Most of the current pharmaceuticals only offer a one size fits all approach and often come with unwanted and potentially dangerous side effects. We found that through compounding we can offer a much more personalized solution to medicine. Through this we have been able to help patients get the results they are seeking for their personal needs. After years of working for corporate chains we took the risk and opened Strive Pharmacy. We are dedicated to providing a better experience for each customer and clinic that we work with. Come see the Strive difference. Our Mission We're flipping the script with personal medicine. We strive to interrupt an industry that has been closed to personalized care, accessibility, and nuance for too long. We strive to shift a reactive view of self-care and ignite a proactive baseline-shifting approach to health for all. ‘The human element' is our crux and catalyst, driving all that we do, whether we're interacting with patients, providers, or practices. We're here to partner with those ready for a change. More than a compounding pharmacy, we're on a mission to positively disrupt healthcare as we know it. Strive is about more than medicine. Strive is about striving for the personal side of healthcare. Location: Tampa, FL Hours: Will be discussed between the hours of 8:00am - 5:30pm Position Type: Full-Time, with continued flexibility into hybrid work as you train and acclimate to the role. Pay: $55,000 - $70,000 Position Overview The Client Relationship Manager (CRM) is responsible for managing and nurturing relationships with the company's customers to ensure their satisfaction and retention. This role involves acting as a liaison between customers and internal teams to guarantee that customer's needs and goals are met effectively. The CRM will focus on service delivery, customer satisfaction, and operational efficiency. Key Responsibilities: ● Develop and maintain strong relationships with key clinic stakeholders. ● Act as the primary point of contact for assigned clinics, ensuring clear and effective communication. ● Provide timely and accurate information to clients regarding products, services, and policies. ● Conduct regular meetings with clinics to review their needs, satisfaction, and service delivery. ● Provide updates such as delays, new product launches, and any news related that could directly affect their business. Service Delivery and Operational Efficiency: ● Coordinate with internal teams to ensure timely and accurate delivery of services to patients/clinics. ● Educate clients on best practices and product features to enhance their experience and usage. ● Monitor and optimize operational processes to enhance service quality and efficiency. ● Address and resolve clinic issues and operational challenges promptly by pairing with the Client Experience Manager ● Collaborate with internal teams (e.g., data entry, customer service, product development, and shipping) to ensure client requirements are understood and met. This can include meetings with lab departments to give projections for products over time to guarantee sufficient inventory. Client Satisfaction and Feedback: ● Gather client feedback to understand their satisfaction levels and areas for improvement. ● Implement changes based on client feedback to enhance service delivery. ● Conduct clinic satisfaction surveys and report findings to senior management. Required: ● Active pharmacy technician license in the state you are located in/will be working out of ● Active national pharmacy technician certification (PTCB/ExCPT) or be willing to obtain one within 90 days of employment (at your own expense) ● Minimum of 2 years of hands-on experience in a pharmacy setting ● Exceptional customer service abilities, with a focus on patient care Preferred: ● Strong verbal and written communication ● High level of professionalism and adherence to workplace etiquette ● Superior organizational skills, with attention to detail and efficiency Annual Salary $55,000 - $70,000 USD Benefits/ Perks Strive Pharmacy provides a comprehensive benefits package that encompasses various perks such as employer paid healthcare coverage available after 30 days of employment, the choice of an FSA/HSA, a voucher for new hire scrubs (if applicable), parental leave, a 401(k) plan with matching contributions, and the benefit of weekends and holidays off. FREE COMPOUNDED MEDS to employees and immediate family members. Culture At Strive, culture plays a fundamental role in shaping our workplace atmosphere. Beyond our exceptional benefits package, we foster a sense of community. Throughout the year, we arrange various holiday potlucks and festive celebrations. Strive is committed to promoting both personal and professional development, striving for our employees to excel and grow in every aspect of their lives, both within and outside of the workplace. EEO Strive Pharmacy is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state or local laws. Disclaimer*** Please do not call the pharmacy location with questions about your application or interview. A talent acquisition partner will reach out to you.

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field or equivalent work experience + Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

Store - CHI-BLOOMINGDALE, ILLead and coach a team of framers who focus on building customer relationships while creating a framing solution for their art. Drive custom framing sales. Assist customers in creating a memorable framing solution for their art. Major Activities Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOP's) and Company programs to ensure compliance to applicable laws and requirements; ensure execution of Company policies and standards; hold team accountable for store conditions and results Develop and coach the team selling behaviors Leads the delivery of high-quality custom framing solutions to our customers on time by planning workload in partnership with the Store Manager Achieve your KPI's and manage the framing team to achieve their role KPI's Review sales and production workload and build plans and sales floor time for networking. Manage and execute the inventory management processes as assigned Manage and execute shrink and safety programs. Serve as Manager on Duty (MOD) Assist with interviewing, on-boarding, coaching, observing and training of new Team members; support with Talent Development activities; participate in Performance Mgmt. activities of your team; utilize the leadership competencies for continued self-development Partners with MOD's daily on the expectations of framing and other framers. Interacts with others in an accepting and respectful manner; remains positive and respectful, even in difficult situations; promotes commitment to the organization's vision and values; projects a positive image and serves as a role model for others Participate in the truck un-load and stocking processes to ensure truck standards are followed and completed within budget Follow Standard Operating Procedures (SOPs) and Company programs and ensure a safe environment Acknowledge customers, help locate product and provide solutions Assist with Omni channel processes Other duties as assigned Minimum Type of experience the job requires Basic computer skills Preferred Type of experience the job requires Previous custom framing experience is preferred Retail management experience Experience leading a sales team Physical Requirements Regular bending, lifting, carrying, reaching and stretching Ability to move throughout the store Ability to remain standing for long periods of time Lifting heavy boxes and frames and accessing high shelves by ladder or similar equipment If you need help performing these functions of your job, please contact supervisor so that we may engage in the interactive process with you and find a reasonable accommodation Work Environment Public retail store setting taking care of our customers; all public areas are climate controlled; some stock rooms may not be climate controlled; some outdoor work if assigned to retrieve shopping carts or while unloading trucks; Frame shop contains glass cutter and heat press ; work hours include nights, weekends and early mornings Applicants in the U.S. must satisfy federal, state, and local legal requirements of the job. Total Base Pay Range for this Position: $16.00 - $22.20 At The Michaels Companies Inc., our purpose is to fuel the joy of creativity and celebration. As the leading destination for creating and celebrating in North America, we operate over 1,300 stores in 49 states and Canada and online at Michaels.com and Michaels.ca. The Michaels Companies, Inc. also owns Artistree, a manufacturer of custom and specialty framing merchandise. Founded in 1973 and headquartered in Irving, Texas, Michaels is the best place for all things creative. For more information, please visit ***************** At Michaels, we prioritize the wellbeing of our teams by providing robust benefits for both full-time and part-time Team Members. Our benefits include health insurance (medical, dental, and vision), paid time off, tuition assistance, generous employee discounts, and much more. For more information, visit mikbenefits.com. Michaels is an Equal Opportunity Employer. We are here for all Team Members and all customers to create, innovate and be better together. Michaels is committed to the full inclusion of all qualified individuals. In keeping with this commitment, Michaels will assure that people with disabilities are provided reasonable accommodations. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the job, and/or to receive all other benefits and privileges of employment, please contact Customer Care at ************** (1800-MICHAEL). EEOC Know Your Rights Poster in English EEOC Know Your Rights Poster in Spanish EEOC Poster Optimized for Screen Readers Federal FMLA Poster Federal EPPAC Poster

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

Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive. *The Hartford is seeking a Client Relationship Manager for our Florida market. Candidates that reside in Florida will be considered* As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Your primary role is to retain and grow your book of business. This is accomplished through the following: + Proactively support your clients through various interactions including stewardship meetings based on each customer's needs. + Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer's needs. + Make recommendations for changing where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements. + Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive. + Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff. + Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate. + Primary liaison between customer, producer, and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time. + Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate. + Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers. Qualifications: + A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred. + 4-year college degree preferred or equivalent work experience. + As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements. + Ability to facilitate meetings and/or present to groups of varying sizes. + Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint. + Excellent verbal and written communication skills. + Highly organized, detail oriented and able to manage multiple priorities at once. + Ability to build rapport and develop/maintain strong relationships with internal/external partners. + Ability to work independently. + Ability to travel (Approx. 20%) + Demonstrates good leadership skills. As a condition of your employment, you must obtain and maintain the Group Life & Health license. *Must reside within the Florida market to be considered* This role can have a Hybrid or Remote work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $74,400 - $111,600 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

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

Job Description Private Client Relationship Manager - Tampa, FL FinTrust Connect has partnered with a regional banking institution to identify a seasoned Private Client Relationship Manager. This is a high-impact, client-facing advisory role with a focus on long-term wealth stewardship rather than transactional selling. The institution is committed to delivering integrated banking, lending, and wealth solutions to high-net-worth households. Why this opportunity? Culture: Relationship-first, discretion-driven, and intellectually rigorous environment focused on long-term client outcomes Workplace: On-site in Tampa, FL Function: Serve as the primary advisor for complex, multi-generational wealth clients, integrating credit, deposits, and investment strategies across internal banking partners Requirements: 8-15+ years of experience in private banking, wealth management, or trust and estate planning Bachelor's degree required FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration Strong preference for CFP credential Proven experience with HNW/UHNW households ($5MM-$50MM+ net worth) Expertise in financial planning, credit strategy, trusts & estates, and asset allocation Description: Lead client advisory relationships with a high degree of discretion and long-term vision Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.) Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions Advise on liquidity events, estate transfers, and full balance sheet management Present comprehensive financial plans and credit strategies tailored to client life transitions

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field or equivalent work experience + Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans