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Private Client Relationship Manager
Citizens 2.9
Relationship manager job in Newtown, PA
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client RelationshipManager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$72k-103k yearly est. Auto-Apply 1d ago
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Sales Manager
Marshall Industrial Technologies Inc. 3.6
Relationship manager job in Trenton, NJ
Since 1951, Marshall Industrial Technologies - an employee-owned company - is dedicated to keeping regional manufacturing and industrial clients running and keeping on schedule. Our goal is to be the first call when clients need industrial work done. We provides comprehensive services for industrial plant maintenance, repairs, expansions, and capital project installations. We specialize in offering "turnkey" solutions for projects of any size, ensuring facilities run efficiently and on schedule. Our fully trained technicians are committed to delivering value and quality with a strong emphasis on safety and productivity. With 24/7 availability, our team is dedicated to meeting the needs of businesses around the clock.
Role Description
This is a full-time, hybrid location Sales Manager role based in Trenton, NJ and Stockertown, PA. Experience with Mechanical, Electrical, HVAC/R and/or Machine Shop services in an industrial/manufacturing setting is desirable. Preferred candidates possess the education, experience, and versatility to align our services with our client's maintenance and/or project needs. You will foster and grow relationships with existing accounts and identify new clients or contacts that can benefit from our services. Additionally, the Sales Manager will work with our operations groups to ensure quotes and proposals address client concerns.
You will have the ability to interpret and balance communications between internal and external customers at all levels and develop action plans to meet organizational goals.
Qualifications
Proven skills in sales planning, client account management, and achieving sales targets
Strong organization, time management, communication, and interpersonal skills
Excellent verbal and written communication skills
Previous experience in industrial technology, maintenance, or related fields is a plus
Experience in navigating a siloed organization and providing strategic guidance
Strong business acumen
Proficiency in CRM software (HubSpot), Microsoft Office, and relevant sales tools
Ability to multi-task effectively in a fast-paced, multi-location environment
Bachelor's degree in Business, Marketing, or a related field is preferred
Valid driver's license required
Physical Requirements
Regularly requires a high degree of mental effort, talk and hear, gross and fine manipulation, read both print and screens for extended periods of time.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Regularly required to walk and sit
Occasionally required to reach with hands and arms, lift 25 lbs. max, stand and stoop, kneel, or crouch, and climb stairs.
Expected to work in a loud level of volume environment.
Compensation:
Marshall offers a robust compensation package including:
Competitive base salary with bonus.
401k Retirement Plan
Vacation during first year at entry-level with more earned for greater tenure
Sick/Personal Pay
Medical / Health Insurance Plans,
Dental coverage,
Additional voluntary benefits include several life insurance options, accident insurance, several disability insurance options, and more.
We recognize that great talent can come from a variety of backgrounds. We are an equal opportunity employer committed to affirmative action and diversity. Background, MVR checks, and drug tests are performed for all positions.
Equal Opportunity Employer including Disability/Vets
At Genmab, we are dedicated to building extra[not]ordinary futures, together, by developing antibody products and groundbreaking, knock-your-socks-off KYSO antibody medicines that change lives and the future of cancer treatment and serious diseases. We strive to create, champion and maintain a global workplace where individuals' unique contributions are valued and drive innovative solutions to meet the needs of our patients, care partners, families and employees.
Our people are compassionate, candid, and purposeful, and our business is innovative and rooted in science. We believe that being proudly authentic and determined to be our best is essential to fulfilling our purpose. Yes, our work is incredibly serious and impactful, but we have big ambitions, bring a ton of care to pursuing them, and have a lot of fun while doing so.
Does this inspire you and feel like a fit? Then we would love to have you join us!
The Senior Oncology Account Manager (SOAM) for the Dallas territory builds and maintains strong professional relationships with key customers and stakeholders across Dallas/Ft. Worth including private practices, medical group practices, hospitals/academic medical centers, and ancillary staff involved in the care of cancer patients. Therapeutic area: Gynecologic Oncology. Territory: Dallas, Ft. Worth, Amarillo, Bedford, Richardson, Rowlett, and others.
As a clinical and business leader, the SOAM represents the values of Genmab by providing approved disease and product information, resources, and support to key decision-makers and stakeholders within the assigned geography.
Responsibilities
Effectively support Genmab's Solid Tumor Oncology portfolio in the U.S. marketplace, focusing on customers within the Dallas territory.
Achieve or exceed assigned sales goals by effectively positioning Genmab's products for appropriate patients.
Demonstrate effective time management by prioritizing engagements that drive brand value and patient impact.
Develop and implement a robust territory business plan tailored to the needs of the Dallas oncology landscape.
Flex seamlessly between virtual and in-person engagements, aligning with customer communication preferences.
Analyze key market data points and convert insights into actionable business plans.
Build and sustain long-term, value-based relationships with customers across all assigned accounts.
Represent Genmab's brands in a professional, compliant, and ethical manner.
Maintain a deep understanding of disease states, Genmab's brands, and competitor products to effectively communicate value across all channels (digital and live).
Demonstrate proficiency in navigating the reimbursement environment for injectable oncology therapies.
Exhibit strong territory management and superior selling competencies, with a focus on gaining meaningful in-person access to customers.
Contribute to team effectiveness by sharing insights, experiences, and best practices.
Manage territory resources and budget effectively.
Comply with all laws, regulations, and company policies governing Genmab U.S. operations.
Requirements
Bachelor's degree (BS/BA) required.
Five or more years of pharmaceutical sales experience; minimum three years of demonstrated success in oncology sales.
Gynecologic Oncology, Antibody-Drug Conjugate (ADC) therapy, rare disease, and solid tumor experience preferred.
Oncology product launch experience preferred.
Proven account management capabilities, advanced selling skills, and a consistent record of exceeding goals.
Strong business analytics skills to understand and act on key market drivers.
Demonstrated ability to build and maintain professional relationships with oncologists, office staff, and key influencers.
Proven success working cross-functionally in matrix teams.
Self-motivated, with a record of continuous learning and development.
Proficiency in MS Word, Excel, PowerPoint, Outlook, Teams, and Veeva Engage.
Flexible, detail-oriented, and adept at managing multiple priorities.
Excellent communication, organizational, and presentation skills.
Commitment to operating within ethical and regulatory standards.
Must reside within the Dallas territory and be available for regional travel as required.
For US based candidates, the proposed salary band for this position is as follows:
$160,000.00---$240,000.00
The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. Also, certain positions are eligible for additional forms of compensation, such as discretionary bonuses and long-term incentives.
When you join Genmab, you're joining a culture that supports your physical, financial, social, and emotional wellness. Within the first year, regular full-time U.S. employees are eligible for:
401(k) Plan: 100% match on the first 6% of contributions
Health Benefits: Two medical plan options (including HDHP with HSA), dental, and vision insurance
Voluntary Plans: Critical illness, accident, and hospital indemnity insurance
Time Off: Paid vacation, sick leave, holidays, and 12 weeks of discretionary paid parental leave
Support Resources: Access to child and adult backup care, family support programs, financial wellness tools, and emotional well-being support
Additional Perks: Commuter benefits, tuition reimbursement, and a Lifestyle Spending Account for wellness and personal expenses
About You
You are genuinely passionate about our purpose
You bring precision and excellence to all that you do
You believe in our rooted-in-science approach to problem-solving
You are a generous collaborator who can work in teams with a broad spectrum of backgrounds
You take pride in enabling the best work of others on the team
You can grapple with the unknown and be innovative
You have experience working in a fast-growing, dynamic company (or a strong desire to)
You work hard and are not afraid to have a little fun while you do so!
Locations
Genmab maximizes the efficiency of an agile working environment, when possible, for the betterment of employee work-life balance. Our offices are crafted as open, community-based spaces that work to connect employees while being immersed in our powerful laboratories. Whether you're in one of our office spaces or working remotely, we thrive on connecting with each other to innovate.
About Genmab
Genmab is an international biotechnology company with a core purpose to improve the lives of patients through innovative and differentiated antibody therapeutics. For 25 years, its hard-working, innovative and collaborative team has invented next-generation antibody technology platforms and harnessed translational, quantitative and data sciences, resulting in a proprietary pipeline including bispecific T-cell engagers, antibody-drug conjugates, next-generation immune checkpoint modulators and effector function-enhanced antibodies. By 2030, Genmab's vision is to transform the lives of people with cancer and other serious diseases with Knock-Your-Socks-Off (KYSO ) antibody medicines.
Established in 1999, Genmab is headquartered in Copenhagen, Denmark with international presence across North America, Europe and Asia Pacific. For more information, please visit Genmab.com and follow us on LinkedIn and X.
Genmab is committed to protecting your personal data and privacy. Please see our privacy policy for handling your data in connection with your application on our website Job Applicant Privacy Notice (genmab.com).
Please note that if you are applying for a position in the Netherlands, Genmab's policy for all permanently budgeted hires in NL is initially to offer a fixed-term employment contract for a year, if the employee performs well and if the business conditions do not change, renewal for an indefinite term may be considered after the fixed-term employment contract.
$160k-240k yearly 1d ago
Relationship Managers - Commercial Lending - Opportunities throughout New Jersey
Provident Bank 4.7
Relationship manager job in Iselin, NJ
Provident Bank is seeking seasoned RelationshipManagers - Commercial Lending to join our team! Come learn why we are the Premier Super Community Bank!
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. The position is considered the more experienced job in the job family.
KEY RESPONSIBILITIES:
Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness
Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness.
Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment.
Establishes and promotes customer and community relationships; cross sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques.
Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control.
Facilitates closing of the loan transactions with strict compliance with approved terms and conditions.
MINIMUM QUALIFICATIONS:
5-10 years of related commercial lending experience within the financial industry
Bachelor's degree in Accounting, Finance or Business Administration Comprehensive loan analysis experience.
Comprehensive loan analysis experience.
Comprehensive financial analysis experience.
Comprehensive knowledge of underwriting techniques.
Proven new business track record.
Strong oral, written and communication and management skills.
Proficient with software programs (Microsoft Word, Excel and Argus).
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$92,300 - $219,800 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$92.3k-219.8k yearly 60d+ ago
Branch Relationship Manager
Blue Foundry Bank
Relationship manager job in Dunellen, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
Position Summary
The Branch RelationshipManager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch.
This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors this position is eligible for incentive pay based on achievement of company and/or individual goals.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Primary Responsibilities
Manages Business Development, Customer Experience, Operational and Sales Activities
Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s)
Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market.
Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling.
Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture.
Manages and enhances client relationships through coaching and mentoring staff.
Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation.
Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs.
Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met.
Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles.
Communicates, reinforces, and monitors team behavioral standards.
Ensures follow-up activities are employed to maximize closing business.
Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners
Maximize customer satisfaction by delivering “5 Star Customer Service”.
Represent the bank through active involvement in a local community organization.
Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars.
Engage customers to deepen relationships, gauge customer satisfaction.
Have expert understanding of Bank's consumer and business products and services.
Understand and listen to our customers and deliver appropriate consumer and business solutions.
Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency
Oversees the overall operational effectiveness of the branch.
Has expert knowledge of Bank's policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same.
Supervises all related training, Human Resource and Employee Relation issues.
Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements.
Opens accounts in a platform environment.
Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements.
Oversees that the staff ensures the branch is opened and closed in compliance with procedures.
Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions.
Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy.
Provide factual and well documented employee performance appraisals.
Strong knowledge and understanding of Human Resource policies as put forth by the Bank.
Ability to perform all duties for all positions within the branch as necessary.
Assist in other areas of the bank/branch as assigned.
Position Requirements
High school diploma or equivalent required. College degree preferred
5 years of retail banking experience required
Extensive knowledge of retail banking regulations and retail branch operations
Demonstrates effective sales/service behaviors
Must be mobile to meet the needs of the business, working flexible hours in various branch locations
May be required to work extended hours, including weekends
Strong leadership skills
Ability to speak to others with poise and confidence
Ability explain procedures, both written and verbal
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
$82k-122k yearly est. Auto-Apply 25d ago
SBA Relationship Manager (US) - Greater Philadelphia
TD Bank 4.5
Relationship manager job in Bensalem, PA
Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The RelationshipManager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
* Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
* Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions
* Accountable for sales and / or delivery of solutions across business lines and segments
* Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
* Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
* Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
* Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
* Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
* Impacts a range of sales achievement for strategic accounts
* Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
* Works autonomously as the 'lead' and guides members within area of expertise
* Identifies and leads problem resolution for complex requirements related issues at all levels
.
Education & Experience:
* Undergraduate degree
* 7+ years relevant experience
* In-depth understanding of commercial industry, business development techniques and credit decisions
* Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
* Extensive network of outside referral sources for new business
* Excellent credit and financial analysis skills
* Effective negotiation skills
Customer Accountabilities:
* Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
* Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
* Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
* Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
* Leads all aspects of relationshipmanagement for an assigned portfolio /segment and/or geography
* Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
* Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
* Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
* Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
* Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
* Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
* Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
* Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
* Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
* Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
* Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
* Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
* Promotes and offers full suite of products, sales, services and banking capabilities
* Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
* Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
* Contributes to business objectives for Operational Excellence
* Supports the timely and accurate completion of business processes and procedures
* Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
* Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
* Identifies, suggests and actively participates in process improvement opportunities
* Actively managesrelationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
* Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
* Ensures necessary due diligence to support the accuracy of all customer transactions / activities
* Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
* Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
* Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
* Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
* Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
* Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
* Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$115.4k-173.2k yearly Auto-Apply 6d ago
Sr. Client Relationship Manager
Nest 4.2
Relationship manager job in Howell, NJ
Senior ownership. Strategic leadership. Client confidence. If you're an experienced client leader who thrives on accountability, complex relationships, and driving results at scale this role is built for you.
Sewell, NJ / Naples, FL
Who We Are
NEST is a pioneer in the Integrated Facilities Management (IFM) industry. Since 1994, we've partnered with multi-site organizations to deliver real cost savings through industry-leading technology, operational excellence, and trusted partnerships.
We invest in leaders who take ownership, elevate teams, and protect the client experience.
What You'll Do
As a Sr. Client RelationshipManager, you'll lead high-impact client relationships, oversee complex accounts, and mentor client-facing teams-while owning performance, financial outcomes, and strategic execution.
Own and manage a portfolio of complex, high-value client accounts
Build strong executive-level client relationships to retain and grow business
Lead QBR coordination, preparation, and presentation
Handle high-level escalations and coordinate resolution with multiple departments
Oversee work order performance, SLAs, KPIs, and margin maintenance
Review financial reporting and proactively course-correct budget or margin risks
Negotiate pricing and proposals with providers and clients to maximize profitability
Lead program implementation, optimization, and process improvements
Mentor and support Client RelationshipManagers, Specialists, and Associates
Collaborate cross-functionally with Sales, Finance, Operations, and Executives
Maintain CRM activity and identify growth opportunities within existing accounts
Who Thrives in This Role
Senior client leaders comfortable owning large, complex accounts
Strategic decision-makers who operate independently and confidently
Strong communicators who handle escalations, pricing, and SLA challenges with ease
Team builders who enjoy mentoring and developing others
Results-driven professionals who balance client satisfaction with financial performance
Requirements
5+ years of relevant management or client relationship experience (NEST experience a plus)
Strong financial acumen and comfort discussing budgets, margins, and reporting
Experience managing complex accounts and multiple priorities
Confidence leading client meetings and executive-level conversations
A collaborative mindset and natural mentoring style
Comfort working independently while navigating cross-functional teams
Pay & Perks
Competitive starting salary at $80k based on experience
Company Incentive Program
Vacation package including holidays, vacation, personal and sick time
Medical plans with employer contribution
401(k) with company match
Employer-paid life insurance ($15,000)
Employee Assistance Program (EAP) with insurance plan
Optional Dental, Vision, Pet Insurance, Legal & Identity Protection
Company-sponsored engagement and philanthropic events
Our Values
Innovation: Driving results through technology and operational excellence
Helping: Supporting clients, communities, service providers, and employees
Together: Building trusted partnerships through leadership and collaboration
Equal Opportunity Employer
NEST is proud to be an Equal Opportunity and Equal Pay Employer.
If you're ready to lead with confidence and make a lasting client impact apply today.
We're excited to meet you.
$80k yearly 5d ago
Director, Client Growth & Partnerships
Global Health 4.4
Relationship manager job in Voorhees, NJ
Full-time Description
RM Global Health is a growing platform of specialized medical communications agencies supporting biotech and pharmaceutical companies as they bring new therapies to market. Our portfolio includes HealthCare Alliance Group LLC (HCA), Epic Engagements LLC, and Transcend Medical Communications LLC, each offering differentiated expertise across scientific communications, medical affairs, congress strategy, KOL engagement, and commercialization support.
Together, RM Global Health agencies partner with emerging and established life sciences organizations to deliver high-impact medical communications across the product lifecycle.
As we continue to scale, RM Global Health is seeking a Director, Client Growth & Partnerships to help accelerate growth across one or more of our medical communications businesses.
The Opportunity
This is a front-line, revenue-generating business development role designed for a candidate with a true hunter's mentality-someone energized by opening doors, building pipeline, and converting opportunity into sustained growth.
The Director, Client Growth & Partnerships will be responsible for driving new business and expanding strategic client relationships across RM Global Health's medical communications agencies. This role is well-suited for a proactive, self-directed professional who thrives in an entrepreneurial environment, is comfortable creating momentum from scratch, and takes ownership of outcomes through disciplined outbound activity and consultative selling.
What You'll Do
New Business & Revenue Growth
· Identify, pursue, and close new business opportunities with biotech and pharmaceutical companies
· Own outbound prospecting efforts, including targeted outreach, networking, and conference engagement
· Meet or exceed annual revenue targets aligned with company growth objectives
· Re-engage dormant or underutilized client relationships to unlock incremental revenue
· Build and manage a robust sales pipeline with consistent follow-through
Strategic Client Engagement
· Lead pitch presentations, capability overviews, and business development discussions
· Build credibility with Medical Affairs, Scientific Communications, and Commercial stakeholders
· Apply a consultative approach to understand client objectives and position tailored solutions across RM Global Health's agencies
· Identify and advance organic growth opportunities within existing accounts
Proposal Development & Sales Operations
· Lead development of proposals, scopes of work, pricing, and RFP/RFI responses
· Collaborate with internal scientific, editorial, creative, and project leadership to shape differentiated solutions
· Maintain accurate pipeline reporting and forecasting for senior leadership
· Ensure smooth handoff to delivery teams following contract execution
Industry Insight
· Maintain strong working knowledge of medical communications services, including publications, advisory boards, KOL engagement, congress strategy, speaker programs, and launch support
· Stay current on biotech/pharma trends, client needs, and competitive dynamics
Requirements
· Bachelor's degree in Business, Communications, Marketing, Life Sciences, or a related field. Clinical degree a plus, but not required.
· 5+ years of experience in business development or client growth within a medical communications agency, life sciences consultancy, or similar environment
· Demonstrated success meeting or exceeding revenue targets
· Strong understanding of biotech/pharma commercialization and medical affairs functions
· Excellent communication, presentation, and relationship-building skills
· Self-motivated, resilient, and comfortable operating in a fast-paced, high-growth environment
Preferred Experience
· Experience selling medical communications services across multiple therapeutic areas
· Proven success winning new business in biotech and/or pharmaceutical accounts
· Familiarity with publications, advisory boards, congress strategy, and KOL engagement programs
· Experience working across multiple internal teams or agency brands
· Background working with or within commercial or medical functions at a pharma or biotech company
Why RM Global Health
· Opportunity to drive growth across multiple medical communications brands
· Competitive base salary with performance-based incentive compensation
· High visibility and direct impact on company expansion
· Collaborative, entrepreneurial culture with deep scientific and creative expertise
· Exposure to innovative biotech and pharmaceutical products at pivotal stages
Travel
Up to approximately 20%, including client meetings and industry conferences.
Ready to Build What's Next?
If you are motivated by winning new business, building trusted partnerships, and helping life sciences companies bring important therapies to market-and you bring a true hunter's mindset-we'd love to hear from you.
Apply today to join RM Global Health and help shape the next phase of growth across our medical communications platform.
$118k-150k yearly est. 18d ago
Business Relationship Manager I - Officer
JPMC
Relationship manager job in Toms River, NJ
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager 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 RelationshipManagement 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
$90k-132k yearly est. Auto-Apply 60d+ ago
Business Relationship Manager for Telecom & Media
Tata Consulting Services 4.3
Relationship manager job in Edison, NJ
This position is part of TCS's IoT and Digital Engineering Service Line, focusing on Managing a large relationship, ensuring Customer Delight and mining account for driving business growth for a Large Technology Customer with. The candidate would build excellent Client Relationship, manage program expectations in collaboration with Delivery teams, engage in account mining activities to enable growth as per expectations and build partnerships for services spanning Device Engineering, SW platforms , Cloud, data & AI. The ideal candidate will have over 13 years of industry experience shaping proposals, building strong client relationships, managing Account level P&L, Opportunities mining and shaping proposals while collaborating with cross-functional teams to create business opportunities and enhance value for clients.
Key Responsibilities:
* Lead, Grow and Manage - Engineering, Product development services & IOT Solutions and Services for Device Engineering, SW platforms, Cloud, data & AI.
* Engage senior client executives in device engineering based on open-source platforms, IT & Business leaders, and procurement stakeholders to build long-term partnerships.
* Strategic thinker with strong consultative selling skills and the ability to build long-term client relationships.
* Monitor account performance, lead business reviews, and support relationshipmanagement to expand service footprint, specifically in a Large Relationship.
* Drive account mining, identify opportunities towards pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients.
* Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership.
* Represent the company at industry events and build visibility through thought leadership and client engagements
Qualifications:
* Strong domain experience in Telecom & Media
* Proven Account Management and Client relationship experience in US Region, specifically in managing a large relationship
* Exceptional communication and stakeholder management skills.
* Bachelor's in engineering/ Master in Engineering / Master in Business Administration
* Experience and deep domain knowledge in Telecom & Media
* Experience of positioning offerings, developing and presenting proposals, value propositions, business cases and complex deal structuring.
* Strong technical skills with ability to engage customers with "consultative selling" is essential.
* Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry.
Salary Range: $157,748 -$207,920 a year
#LI-MG2
$157.7k-207.9k yearly 21d ago
Business Banking Relationship Manager- Cherry Hill, NJ
Bank of America 4.7
Relationship manager job in Cherry Hill, NJ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
· Has proven success in consultative sales in financial services or in business-to-business sales
· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
· Is passionate about outside sales and enjoys spending time prospecting
· Wants to enhance existing relationships and exceed sales goals
· Can analyze financial conditions of clients and industry trends
· Can understand and interpret financial statements and cash flow analysis
· Has excellent communication skills and demonstrated leadership ability
· Enjoys partnering and negotiating with a team of bank employees to solve client issues
· Demonstrated management of a client portfolio with focus on relationship development and deepening
· Thorough knowledge of small business financial products and services
· Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management.
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Cherry Hill - 22 W MARLTON PIKE - CHERRY HILL BC (NJ7182) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$75k-110k yearly Auto-Apply 60d+ ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorganchase 4.8
Relationship manager job in Iselin, NJ
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$56k-92k yearly est. Auto-Apply 35d ago
Banking Officer (Sales)
Interfuse Staffing
Relationship manager job in Jackson, NJ
Basic Qualifications
Education/Training:
High School Diploma or equivalent
Education beyond a High School Diploma or equivalent preferred
Specialized banking education/training.
Skill(s):
Proficient in English, reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communication, customer service and sales skills.
Demonstrated leadership, management, and supervisory skills.
Proficient organizational and project management skills.
Proficient problem-solving ability.
Thorough knowledge of the features and benefits of all bank products and services.
Thorough knowledge of bank operating policies and procedures.
Knowledge of federal banking regulations.
Thorough knowledge of branch operations including Teller operations, cash and ATM procedures.
Proficient PC skills.
Ability to lift fifty (50) lbs. of coin.
Visual and auditory skills.
Experience:
A minimum of four (4) years' related experience required.
General Responsibilities
Responsible for managing assigned Branch Office in order to meet the financial services needs of customers in the given community market area.
Implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan.
Ensuring office compliance with operating policies and procedures and outside regulatory requirements.
Directly supervising assigned personnel.
Communicating with appropriate management and staff personnel.
Providing periodic reports.
Essential Duties
Manages assigned Branch Office in order to meet the financial services needs of customers in the given community market area.
Leads, organizes, and directs all inside and outside sales, branch functions, and business development activities in order to achieve growth, excellent customer service, and profitability for the Bank.
Enhances Bank image through friendly, pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations.
Conducts relationships with customers in a manner that will enhance the overall marketing effort of the Bank.
Ensures customer retention as well as growth of the branch and its team.
Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.
Ensures that the branch office is properly staffed to meet customer service needs as well as sales objectives.
Ensures all customer service personnel are adequately trained with respect to both product knowledge and sales techniques.
Motivates and coaches branch team to ensure the successful development and performance of all employees in areas of customer experience, sales goals, and leadership.
Establishes specific sales and customer service goals for each sales representative.
Ensures all sales and customer service reporting information is provided on a timely basis.
Conducts regularly scheduled sales and customer service meetings.
Serves as an active member of the office customer service team and is held accountable for sales performance.
Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.
Ensures that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
Provides for the proper security, maintenance, safety, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
Conducts regular self-audits within branch.
Establishes Customer Information Files (CIFs) and opens new accounts with appropriate identification.
Reviews all new accounts for accuracy and legitimacy.
Prepares outgoing wires.
Places stops and holds on accounts as required.
Participates in the development and execution of product plans.
Establishes/coordinates Remote Capture process for business customers.
Ensure timely review of various branch reports for accuracy.
Ensures timely submission of required reporting.
Actively participates in community organizations and activities in a manner which reflects favorably on the Bank.
Implements strategies to achieve goals assigned to the branch office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the office and all personnel adhere to the same.
Directly supervises assigned personnel as follows:
Assists in the selection of new personnel as appropriate.
Makes provisions for the proper orientation and training of new personnel.
Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
Organizes, schedules, and distributes work among assigned personnel.
Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged.
Administers personnel policies and procedures as established by Bank policy.
Communicates with the VP Regional Manager, other office managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the VP Regional Manager and other groups as required throughout the Bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Equipment/Machines
Telephone
Calculator
PC/Computer keyboard
Printer
Fax machine
Copy machine
Scanner
Automobile
$75k-107k yearly est. 60d+ ago
Branch Relationship Manager
Blue Foundry Bank
Relationship manager job in Dunellen, NJ
Job Description
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
Position Summary
The Branch RelationshipManager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch.
This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors this position is eligible for incentive pay based on achievement of company and/or individual goals.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Primary Responsibilities
Manages Business Development, Customer Experience, Operational and Sales Activities
Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s)
Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market.
Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling.
Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture.
Manages and enhances client relationships through coaching and mentoring staff.
Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation.
Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs.
Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met.
Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles.
Communicates, reinforces, and monitors team behavioral standards.
Ensures follow-up activities are employed to maximize closing business.
Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners
Maximize customer satisfaction by delivering “5 Star Customer Service”.
Represent the bank through active involvement in a local community organization.
Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars.
Engage customers to deepen relationships, gauge customer satisfaction.
Have expert understanding of Bank's consumer and business products and services.
Understand and listen to our customers and deliver appropriate consumer and business solutions.
Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency
Oversees the overall operational effectiveness of the branch.
Has expert knowledge of Bank's policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same.
Supervises all related training, Human Resource and Employee Relation issues.
Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements.
Opens accounts in a platform environment.
Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements.
Oversees that the staff ensures the branch is opened and closed in compliance with procedures.
Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions.
Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy.
Provide factual and well documented employee performance appraisals.
Strong knowledge and understanding of Human Resource policies as put forth by the Bank.
Ability to perform all duties for all positions within the branch as necessary.
Assist in other areas of the bank/branch as assigned.
Position Requirements
High school diploma or equivalent required. College degree preferred
5 years of retail banking experience required
Extensive knowledge of retail banking regulations and retail branch operations
Demonstrates effective sales/service behaviors
Must be mobile to meet the needs of the business, working flexible hours in various branch locations
May be required to work extended hours, including weekends
Strong leadership skills
Ability to speak to others with poise and confidence
Ability explain procedures, both written and verbal
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
$82k-122k yearly est. 25d ago
Client Relationship Manager
Nest 4.2
Relationship manager job in Howell, NJ
Client ownership. Strategic impact. Trusted partnerships. If you're confident managing client relationships, navigating fast-paced environments, and balancing service quality with financial performance this role is for you.
Sewell, New Jersey / Naples, Florida
Who We Are
NEST is a pioneer in the Integrated Facilities Management (IFM) industry. Since 1994, we've helped multi-site organizations achieve real cost savings through industry-leading technology, operational excellence, and a deep understanding of brand standards.
We believe strong client relationships are built through accountability, communication, and teamwork.
What You'll Do
You'll serve as the primary liaison between corporate clients, internal teams, and our Independent Service Providers (ISPs), owning a dedicated book of business from end to end.
Build and maintain strong client relationships to retain and grow business
Manage a dedicated portfolio of client accounts
Lead client meetings and support Quarterly Business Reviews (QBRs)
Handle escalations and coordinate resolution with Operations and ISP partners
Oversee work order activity, service performance, and SLAs
Review financial reporting, monitor margins, and address billing or proposal issues
Collaborate with Sales on growth opportunities and maintain CRM activity
Mentor and support Client Relationship Specialists and Associates
Ensure KPIs, productivity goals, and client expectations are consistently met
Who Thrives in This Role
Relationship-focused professionals comfortable working with corporate clients
Strong communicators who can address service, pricing, and performance questions
Organized, strategic thinkers who manage multiple priorities effectively
Team-oriented leaders who enjoy mentoring and collaboration
Requirements
High school diploma or GED
3+ years of client relationshipmanagement, account management or operational leadership (facilities, service management or similar industries preferred)
Strong understanding of client service, financial metrics, and KPIs
Comfortable with reporting tools, CRM systems, and Microsoft Office (Power BI a plus)
Ability to travel up to 10% as needed
Pay & Perks
Competitive starting salary at $60k based on experience
Eligibility for Company Incentive Program
PTO package including Holiday, vacation, personal and sick time
Medical plans with employer contribution
401(k) with company match
Employer-paid life insurance ($15,000)
Employee Assistance Program (EAP) with insurance plan
Optional Dental, Vision, Pet Insurance, Legal & Identity Protection
Company-sponsored engagement and philanthropic events
Our Values
Innovation: Driving results through technology and operational excellence
Helping: Supporting clients, communities, service providers, and employees
Together: Building trusted partnerships through teamwork and respect
Equal Opportunity Employer
NEST is proud to be an Equal Opportunity and Equal Pay Employer.
If you're ready to own client relationships and make a real impact apply today.
We're excited to meet you.
$60k yearly 5d ago
Business Relationship Manager
Tata Consulting Services 4.3
Relationship manager job in Edison, NJ
The Business RelationshipManager (BRM) will support the Client Partner across multiple strategic financial services accounts. The role focuses on client engagement, demand shaping, account governance, financial tracking, coordination of delivery and pursuit teams, and supporting growth initiatives.
The role focuses on client engagement, demand shaping, account governance, financial tracking, coordination of delivery and pursuit teams, and supporting growth initiatives. Key responsibilities include:
* Act as primary operational interface supporting the Client Partner across accounts
* Support account planning, pipeline tracking, and revenue forecasting
* Coordinate governance forums, Monthly, QBRs, and senior stakeholder interactions
* Track commercials, billing, margins, and contractual obligations
* Support RFPs, proposals, and pursuit management
* Ensure alignment across delivery, sales, operations, and support teams
Qualifications:
* Bachelors degree in Business, IT
* 10 or more years of experience in business relationshipmanagement, IT consulting, or similar roles
* Strong business acumen and understanding of technology capabilities
* Excellent communication, negotiation, and stakeholder management skills
* Familiarity with BRM frameworks, and project management methodologies is a plus
Salary Range: $126,700-$171,400 a year
#LI-AK1
$126.7k-171.4k yearly 21d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase 4.8
Relationship manager job in Iselin, NJ
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
+ Five plus years lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
+ Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Iselin,NJ $147,250.00 - $205,000.00 / year
$56k-92k yearly est. 34d ago
Commercial Banker - Emerging Middle Market - Vice President
JPMC
Relationship manager job in Iselin, NJ
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$53k-84k yearly est. Auto-Apply 35d ago
Business Relationship Manager
Tata Consulting Services 4.3
Relationship manager job in Edison, NJ
Our Life Sciences R&D team is growing! We are looking to add a dynamic and talented Business Development Manager focusing on Life Sciences Clinical Services. This role will support the Client Partner in driving the opportunity life cycle. Key responsibilities:
* Apply deep functional clinical domain expertise to drive pursuit sales cycle
* Build client relationships as a trusted partner
* Contribute on business cases, proposals and sales pursuits in the areas of Clinical Data Management, Regulatory, Medical Writing etc.
* Drive revenue growth and profitability working together with Subject Matter Experts/Delivery Leads
* Contribute to the account leadership and practice team
Qualifications:
* 13+ years total experience
* 7+ years in R&D or Clinical Services
* 5+ years in IT Sales or related program leadership experience
* Deep functional understanding in the R&D areas (Clinical Operations, Regulatory, Medical Writing etc)
* Pharma or Consulting work experience preferred
* Excellent communication and relationshipmanagement skills
Salary Range: 117,600 - 162,400 a year
#LI-MM6
$105k-137k yearly est. 21d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Iselin, NJ
JobID: 210696278 JobSchedule: Full time JobShift: Base Pay/Salary: Iselin,NJ $147,250.00-$205,000.00 If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
How much does a relationship manager earn in Toms River, NJ?
The average relationship manager in Toms River, NJ earns between $68,000 and $146,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Toms River, NJ