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  • Private Client Relationship Manager

    Citizens 2.9company rating

    Relationship manager job in Norristown, 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 Relationship Manager (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 3d ago
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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Philadelphia, PA

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $46k-52k yearly est. 15d ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Philadelphia, PA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
    $100.5k-270.3k yearly 2d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Relationship manager job in Philadelphia, PA

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $62k-87k yearly est. 2d ago
  • Client Services Manager

    365 Health Services 4.1company rating

    Relationship manager job in Philadelphia, PA

    365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare industry is one of the fastest growing sectors in the country and this opportunity puts you in the driver seat of a rapidly expanding company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level. Qualifications For Client Services Manager (csm) High integrity Positive attitude Excellent communication skills Solution-oriented Eager / Competitive Ability to thrive and collaborate in a fast-paced environment Bachelor's Degree, preferred Primary Duties And Responsibilities Develops and executes recruitment strategies to attract, screen and hire quality healthcare professionals who meet the office's immediate and projected needs Utilizes various recruitment tools and methods to source and attract a pool of qualified and diverse candidates Responsible for on-call duties during non-business hours and weekends as needed. Matches and evaluates candidate skills to client and consumer needs through screening and interviewing Completes necessary reference checks on candidate's background and work experience Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts Negotiates salary, terms and conditions of employment with candidates Schedules direct care workers and field staff for initial placement and ongoing assignments Manages direct care workers and field staff while on assignment: assesses and investigates direct care worker and field staff concerns and issues, and provides performance coaching, counseling and disciplinary action when appropriate Maintains regular contact to and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities Ensure client, consumer and referral source expectations are understood and met while addressing and resolving concerns relating to customer service, caregiver or field staff performance Documents candidate, direct care worker, field staff and client correspondence and activities within the system of record Incorporates direct care worker and field staff retention strategy into daily routine Responsible for learning all functionalities and operations of the branch office Adheres to and promotes company policies and procedures Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals, and business development leads Ensures confidentiality of all consumer records and personnel files in accordance with agency and HIPAA guidelines Ensures all services, functions, and employee practices are in accordance with Affirmative Action policies and laws Responsible for ongoing compliance with all current federal, state and local regulations, company policies and procedures, and reimbursement guidelines Responsible for oversight of revenue cycle management Demonstrates a commitment to advancing 365 Health Services, LLC Must possess the personal characteristics of professionalism and commitment to high standards with a strong work ethic, confidence, creativity, innovation, integrity and stability Performs other duties as necessary Benefits Health Insurance Packages Paid Time Off 401K Schedule Monday to Friday Paid On-Call (Shifts Alternate, Responsible for Answering Calls outside of Business Hours) Additional Compensation Weekly Commission Weekly On-Call Pay Bonuses Education Work Location: In-person
    $70k-100k yearly est. 2d ago
  • Senior Account Manager

    Pulse 4.5company rating

    Relationship manager job in Philadelphia, PA

    We are expanding our enterprise partnerships across the pharma and life sciences sector, supporting Corporate Affairs and Communications teams in managing complex, global digital ecosystems. We're seeking a US-based Account Lead with experience in Healthcare Communications, corporate digital operations and project management. You'll act as the day-to-day strategic and delivery lead for a major Corporate Affairs digital program - coordinating updates across multiple stakeholders, ensuring compliance and governance, and driving consistency across a network of global corporate and product websites. This is a hybrid role that blends account leadership, governance, and project delivery- ideal for someone who understands how to bring structure, clarity, and calm to a fast-moving corporate communications environment. What You'll Do Account Leadership & Client Partnership Serve as the primary point of contact for a US-based Corporate Affairs team. Build trusted relationships with stakeholders across Corporate Affairs, Digital/IT, HR, and agency partners. Translate business objectives into actionable digital plans and deliverables. Provide strategic oversight to ensure alignment, transparency, and on-time delivery. Governance and Workflow Oversee governance across a large multi-site corporate web ecosystem. Manage the intake, triage, and prioritization of content and technical requests. Coordinate workflows between creative/content agencies and technical delivery teams. Maintain SLA tracking, dashboards, and ongoing performance reporting. Project Management Lead quarterly delivery cycles tied to major corporate events, product launches, and content updates. Oversee day-to-day collaboration with offshore development and QA teams. Proactively manage risks, dependencies, and timelines to maintain operational stability. Leadership and Collaboration Partner with the wider team to ensure consistency and excellence in delivery. Contribute to refining governance frameworks and improving digital workflows. Represent Pulse in regular steering meetings and strategic planning sessions. Who You Are Experienced digital account or project lead (7-10 years) with pharma, biotech, or healthcare communications experience. Confident in managing multiple stakeholders and workstreams across corporate and product websites. Strong understanding of regulated digital publishing, compliance workflows, and corporate narrative alignment. Skilled communicator with excellent organizational instincts and client-facing presence. Hands-on with digital production and operations - understanding how sites are built, updated, and governed. Qualifications Bachelor's degree or equivalent professional experience. 5-9 years of experience in digital account management or project delivery. Demonstrated experience working in pharma, healthcare or life sciences and corporate communications Knowledge of CMS platforms (WordPress, Sitecore, AEM, etc.) and digital workflows. Experience managing SLAs, QA, and structured content workflows. Level & Reporting Equivalent to Base 2-3 (senior client-facing lead with PM capability). Reports to the Global Account Lead (EU-based). Why Join Pulse Digital Pulse partners with global life sciences organizations to deliver human-centric digital experiences that enhance corporate reputation and stakeholder engagement. You'll play a key role in shaping the digital operations of a global Corporate Affairs team - ensuring stability, consistency, and continuous improvement across an evolving web ecosystem.
    $67k-107k yearly est. 1d ago
  • Construction Sales Manager

    Ally Construction Services

    Relationship manager job in Bensalem, PA

    WHO WE ARE We're an entrepreneur, fast-growing team of project managers, estimators, superintendents, safety and administrative support personnel. As leaders in quality construction management, we're committed to providing impeccable service to our clients, a safe work environment for our team, and an opportunity for our employees to grow and enjoy the benefits of work/life balance. Here at ALLY, we cultivate a collaborative environment that values tenacity, attention to detail, and comradery. Since outstanding customer service is our best product, we strive to build long-lasting relationships with our entire customer base. POSITION SUMMARY We are seeking a strategic and driven Sales Manager to lead our business development efforts and drive revenue growth in the construction management services sector. As a mid-sized company with a strong reputation for quality and reliability, we need a proven sales professional who can increase our market presence, build lasting client relationships, and align sales strategies with our operational capabilities. This role is ideal for someone who thrives in a fast-paced, hands-on environment and is passionate about the construction industry. The Sales Manager is responsible for direct sales execution, identifying new business opportunities, managing the sales pipeline, and collaborating closely with project teams to ensure client satisfaction from initial contact through project completion. This is an individual contributor role focused on direct business development activities. This position does not include direct management of employees. This position plays a key role in shaping the company's growth trajectory by contributing to strategic planning and market positioning. The ideal candidate will bring a blend of strategic thinking, sales leadership, industry knowledge, relationship-building skills, and will be comfortable working in a company where team culture and accountability are core values. RESPONSIBILITIES AND ACCOUNTABILITY Actively engage in prospecting and lead generation through methods such as cold calling, networking and targeted outreach. Build and maintain a robust pipeline of qualified opportunities using hands-on selling techniques. Conduct in-person and virtual meetings to present services and close deals. Identify and pursue new business opportunities through direct contact with potential clients in the life science, industrial, healthcare and technology sector markets. Develop, collaborate and implement a comprehensive sales strategy to meet company growth targets. Build and maintain strong relationships with new and existing clients, partners, and industry stakeholders. Walk job sites at project completion with the team to see the finished product, and follow up with client to obtain feedback, discuss possible future sales, as well as get referrals as applicable. Drive the business development team function by setting clear revenue goals, coaching team members on proven sales strategies, and fostering accountability for achieving measurable growth and client acquisition targets. Collaborate with estimating and project management teams to ensure accurate proposals and seamless project handoffs. Monitor market trends, competitor activity, emerging opportunities and client feedback to refine sales activities. Actively represent the company at industry events, trade shows, and networking functions, engaging prospects and clients through relationship-driven selling activities and consistent follow-up to convert connections into opportunities. Use CRM tools to track leads, opportunities and performance metrics. Provide regular reporting on sales performance, forecasts, and pipeline activity to senior leadership. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES (KSA) Track record of implementing and executing a proven, structured sales process that consistently delivers results, including lead generation, qualification, proposal development, and closing. Established network of Developers, Architects and Owners within the construction industry, primarily the life science, industrial, healthcare and technology Experience working in a mid-sized company environment. Strategic thinker with hands-on execution ability. Familiarity with local and regional construction markets for the mid-atlantic region. Entrepreneurial mindset with a focus on growth. MINIMUM REQUIREMENTS Possess ALLY's core values: Adaptability Safety Client Service Accountability Team Culture 10 years of sales leadership experience in construction, engineering, or related industries. Proven track record of meeting or exceeding sales targets. Strong understanding of construction management processes, project delivery methods and client expectations. Excellent communication, negotiation, and interpersonal skills. Ability to lead and motivate a team toward ambitious goals. Bachelor's degree in business, marketing, construction management, or a related field preferred. Excellent time management skills with a proven ability to meet deadlines. A clean driving record, valid driver's license, properly maintained employee-owned vehicle with the state minimum mandated levels of auto liability insurance are required as a condition of employment. Eligible to work in the Unites States. Must be a team player. PHYSICAL DEMANDS/WORK ENVIRONMENT While performing the duties of this job, the Sales Leader is required to sit for long periods of time and is occasionally required to stand; walking within a 400-acre campus; use hands to finger, handle or feel objects, reach with hands and arms; climb stairs and ladders; balance; stoop, kneel, crouch, or crawl; talk or hear; taste or smell. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The Sales Leader is required to speak clearly so listeners can understand and hear clearly to understand the speech of another person. Client site pending, work environments can involve some exposure to hazards or physical risks, which require following basic safety precautions. Work may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors, and/or loud noises. WHAT WE OFFER Here at ALLY, we cultivate a collaborative environment that values tenacity, attention to detail, and comradery. We are committed to providing impeccable service to our clients, a safe work environment for our team, and an opportunity for our employees to grow and enjoy the benefits of work/life balance. Since outstanding customer service is our best product, we strive to build long-lasting relationships with our entire customer base. Working at ALLY includes: Paid time off to include vacation, flex (sick/personal) and your birthday! Medical, dental, and vision insurance for you and your family dependents (base plan 100% paid) HSA, Dependent Care, and HRA programs 401K Savings/Retirement plan Life Insurance (1X of salary paid by ALLY) Short term disability insurance Employee referral program incentives Volunteer program Tuition reimbursement Great team environment with fun, caring, hardworking people We are a Veteran-Owned business and encourage our military service men and women to seek employment with us. We partner with DOD SkillBridge, American Corporate Partners, and have consecutively earned the Federal Government's HireVets.gov Platinum Medallion for several years. Please be sure to call out your honorable service to our country in your email when applying for this role. ALLY Construction Services offers a competitive salary and benefits package. To be considered, please email us your resume with the position you're applying as the subject line to *******************************. ALLY CONSTRUCTION SERVICES IS AN EQUAL OPPORTUNITY EMPLOYER Applicants are considered regardless of race, color, religion, creed, age, sex, pregnancy, family responsibility, national origin or ancestry, citizenship, marital status, sexual orientation, transgender status, veteran's status, genetic information, or status as a qualified individual with a disability or any other protected characteristic in accordance with applicable law.
    $61k-117k yearly est. 5d ago
  • Commercial Banker - Berwyn, PA

    First National Bank of Pennsylvania 4.5company rating

    Relationship manager job in Berwyn, PA

    Primary Office Location:1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312.Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives. Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards. Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay. Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions. Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business. Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a lending banking position and in an equivalent customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $40k-46k yearly est. 2d ago
  • E-Commerce Sales Manager

    Medinatura Inc.

    Relationship manager job in Philadelphia, PA

    The E-Commerce Sales Manager owns and manages the P&L of MediNatura's e-com business (primarily Amazon), ensuring optimal product visibility, conversion, and industry-leading sales growth. This role owns day-to-day marketplace execution, including catalog optimization, inventory coordination, promotional strategy, agency management, and performance analysis. The ideal candidate is both strategic and hands-on, with a strong understanding of data-driven decision-making. Reports directly to CEO. We are a company with a long history in the Natural Channel and are a leading manufacturer of natural medicines following the homeopathic philosophy. We are dedicated to making medicines that provide relief and wellness, without risks of non-natural medicines. A Day in The Life of An E-Commerce Sales Manager: Work hand-in-glove with PATTERN, our e-commerce agency, to develop, optimize and execute e-commerce sales strategies across Amazon, Walmart, and other third-party marketplaces in the USA. Possible international expansion. Collaborate with SEO agency teams at PATTERN to optimize product listings, including titles, bullets, images, A+ content, and keyword strategy Forecast demand and collaborate with supply chain teams to maintain healthy inventory levels Monitor and enforce brand protection initiatives, including Authorized Seller and MAP compliance Analyze key performance metrics (sales, traffic, conversion, ROAS, inventory turns) and provide actionable insights which accelerate growth What We're Looking for From You: Passionate growth driver with track record of generating profitable growth. Bachelor's degree in business, Marketing, or a related field preferred 3-5 years of experience driving growth on Amazon marketplace e-commerce business Strong knowledge of Amazon Seller Central and agency partnership management Familiarity with additional platforms such as Walmart.com, Shopify, or TikTok Shop is a plus Strong analytical skills with the ability to interpret data and drive results As this role requires much interpersonal interaction, we need a professional who is upbeat, enthusiastic, proactive, dependable. Must have strong communication and collaboration skills. What You Should Know About Us: MediNatura has a very a-political environment. We only work in a straight forward, open and ethical manor. We have a dynamic and collaborative work environment. Albuquerque-based candidates will work a hybrid schedule; non-local candidates will be remote. Our Team's Favorite Perks and Benefits: A competitive total compensation package Competitive salary & bonus 401(k) with company match Best in class benefits because we care about your health and wellness! Medical, dental, vision plans Health and dependent FSA Employer-paid life and long-term disability insurance Vacation days - 15 days first year 13 paid holidays per year
    $61k-117k yearly est. 1d ago
  • Client Relationship Manager

    Homecentris Healthcare

    Relationship manager job in Philadelphia, PA

    Job Description About Us: HomeCentris is a leading provider of home health care services dedicated to improving the quality of life for our clients. We offer compassionate and professional care tailored to meet the unique needs of each individual. Our team is committed to delivering exceptional service and building strong relationships with our clients and their families. Benefits: Competitive salary Health insurance benefits Paid time off Retirement savings plan Professional development opportunities Position Overview: We are seeking a dedicated and experienced Client Relationship Manager (CRM) to join our team. The Client Relationship Manager will play a key role in building and maintaining positive relationships with our clients and their families. The ideal candidate will have a passion for providing excellent customer service, strong communication skills, and the ability to collaborate effectively with internal teams. The CRM also acts as the client's primary point of contact at the agency and understands how to navigate the agency's resources to meet the client's needs. This position is also responsible for performing caregiver-facing activities including interviewing and scheduling caregivers for agency clients. Responsibilities: Client Intake and Assessment: Conduct initial assessments with clients and their families to determine their needs, preferences, and goals for home health care services. Client Onboarding: Coordinate the onboarding process for new clients, including completing necessary paperwork, explaining service offerings, and addressing any questions or concerns. Client Communication: Serve as the primary point of contact for clients and their families, providing regular updates on care plans, scheduling, and any changes to services. Relationship Building: Develop and nurture strong relationships with clients and their families to ensure satisfaction with services and address any issues or concerns promptly. Care Coordination: Collaborate with internal teams, including caregivers, nurses, and administrative staff, to ensure seamless coordination of care and timely resolution of client-related issues. Quality Assurance: Monitor the quality of care provided to clients, conduct satisfaction surveys, and gather feedback to identify areas for improvement and implement corrective actions as needed. Community Outreach: Represent the agency at community events, networking functions, and industry conferences to promote services and generate referrals. Documentation: Maintain accurate and up-to-date records of client interactions, care plans, and service agreements in compliance with regulatory requirements. Qualifications: Two years of scheduling experience Previous experience in client relations, customer service, or healthcare administration (Preferred). Knowledge of home health care services and industry regulations preferred. Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in Microsoft Office Suite and electronic health record (EHR) systems. Bilingual candidates encouraged to apply Job Type: Full-time Benefits: Dental insurance Health insurance Paid time off Work Location: In person
    $83k-131k yearly est. 5d ago
  • Client Relationship Manager

    Spartan Placements, LLC

    Relationship manager job in Philadelphia, PA

    Job Description Client Relationship Manager You'll be the key point of contact for clients. Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work: you'll review returns, guide staff, and stay closely involved with clients throughout the year. We're looking for someone who is personable, communicative, and confident managing small business clients. If you enjoy direct client interaction and want a clear growth path in a supportive firm, this is a great fit. Details: 4-7 years of public accounting experience with small business clients Strong technical skills in business and individual tax Excellent communication and client service skills CPA or actively pursuing preferred (not required) Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
    $83k-131k yearly est. 29d ago
  • Relationship Manager - Major Accounts (Bethlehem, PA, US, 18015)

    UGI Corp 4.7company rating

    Relationship manager job in Bethlehem, PA

    At UGI Utilities, Inc. we believe in providing a superior range of energy products and services to our customers in a safe, affordable manner. As our energy needs evolve, UGI will be there providing safe and reliable service that brings warmth and comfort to our 750,000 customers in 45 counties in Pennsylvania and 1 county in Maryland. We strive to reflect the communities we serve by attracting and retaining top talent, while maintaining a diverse workforce that embraces our culture of safety, service, and integrity. As an employee of UGI Utilities, you can expect a competitive total compensation plan and comprehensive benefits. Employees work in a collaborative environment, have upward mobility opportunities, and the ability to enjoy a true work life balance. To learn more about UGI's workplace culture, sustainability efforts, and commitment to inclusivity, we invite you to visit our UGI Corporate sustainability page. Apply to UGI Utilities today to share in our mission and support countless neighbors, friends, and families in providing best-in-class products and services! Job Summary Profitably add new large commercial and industrial customers to the distribution system. Manage a portfolio of large contract customers with a focus on maintaining/increasing current sales and margins. Seek to increase margin opportunities by adding equipment to existing customer meters and taking advantage of new technologies such as combined heat and power (CHP) and compressed natural gas (CNG) for natural gas vehicles. Manage and coordinate large new business projects. Duties and Responsibilities * Seek and add new large commercial and industrial customers to the distribution system. Lead contract negotiations to ensure profitability and work with Engineering to manage the design and installation of large new business projects. * Manage a portfolio of contract customers by being their primary contact for contract, rate, billing, and infrastructure discussions. Maximize sales and margins for these customers while minimizing fuel switching. * Identify and obtain new margin opportunities using new technologies to increase sales. Seek opportunities to increase sales behind customer meters by converting equipment to natural gas. * Establish and maintain relationships with key specifiers, including architects, engineers, contractors, developers, with the aim of securing gas projects. Become active in industry/professional organizations to develop relationships and be a technical resource. * Coordinate interruption schedule with system planning. Clearly communicate interruptions to customers and update information in Gastar. Knowledge, Skills and Abilities * Knowledge of UGI's gas tariffs, transportation policies and billing for large customers. * Knowledge of gas equipment, combustion, heath loss/gain, gas technologies and other general industry knowledge. * Knowledge of UGI systems, including CIS, ECIS, Gastar, MLTS and DOJM. * General knowledge of UGI Capital project authorization process, environmental issues, ROW, municipal/highway permitting and other construction-related knowledge. * Well-organized with excellent analytical skills. * Professional selling skills as desired, as is experience in technical energy-related sales or strong technical aptitude. * Strong communication skills are a necessity. Education and Experience * Bachelor's degree in in business or engineering required and 2 years of related work experience; or a minimum of 7 years of work experience involving construction or sales related technical duties. * Work experience in project management and related technical knowledge. UGI Utilities, Inc is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices. Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with UGI policies. As a federal contractor that engages in safety-sensitive work, UGI cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis.
    $61k-77k yearly est. 60d+ ago
  • Commercial Bank- Product- United States- 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Philadelphia, PA

    JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $78k-129k yearly Auto-Apply 57d ago
  • Business Relationship Manager

    Tata Consulting Services 4.3company rating

    Relationship manager job in Philadelphia, PA

    * Business Relationship Manager for a large Telco/Media customer encompassing all service lines. * Develop a robust pipeline and drive market share by securing new business while managing the entire sales lifecycle * Nurturing and developing opportunities with new areas in the account * Focused penetration into white spaces by leveraging TCS growth eco system and capabilities * Continuous development of new VP level relationships especially in Networks/Digital functions * Enhance portfolio of growth and transformation deals in the account * Interact with client senior decision makers/influencers about their strategic growth objectives and communicating our capability to directly match their needs. * Be responsible for developing a continuous pipeline of sales leads by researching the multiple layers for existing and new clients Qualifications: * 13+ yrs experience in professional services & solution industry (ie. digital solutions, digital transformation, IT technology trends/cutting-edge solutions, etc) for Communications / Media clients. * Prior experience of managing 3 Mn revenue portfolio as BRM is a must * 3+ years of experience in sales / business development roles. * Thorough knowledge of sales methodologies. * Strong executive presence - very comfortable with VP level executives. * Expertise in shaping sales cycles and closing large deals. * Ability to identify client problem areas and develop unique and compelling value propositions that focus on delivering business value to the client. Salary Range: 117,600-162,400 a year #LI-MM6
    $100k-131k yearly est. 13d ago
  • Commercial Banker

    Solid Rock Recruiting LLC

    Relationship manager job in Philadelphia, PA

    Job Description Commercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities Originate and manage commercial loans, including: Commercial Real Estate (CRE) C&I (Commercial & Industrial) Build, manage, and grow a commercial loan portfolio Analyze borrower financials and assess credit risk Prepare and/or review credit memos and financial spreads Partner with internal credit and underwriting teams throughout the loan process Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background 3+ years of commercial lending experience Demonstrated annual production and loan origination history Strong commercial credit foundation, including: Formal credit training and/or prior Credit Analyst experience Ability to read and interpret financial statements and spreads Underwriting experience (hands-on preferred) Experience managing and growing a commercial loan portfolio Existing book of business is a plus, but not required Experience with CRE and/or C&I lending Why This Role Relationship-driven lending environment Opportunity to make a direct impact on clients and the local market Access to leadership and decision-makers Supportive credit and operations teams Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. brian@solidrockrecruiting.com (605) 910-9530
    $53k-84k yearly est. 19d ago
  • Commercial Banker-Multinational Corporations-Vice President

    JPMC

    Relationship manager job in Philadelphia, PA

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. The Multinational Corporation team within the Middle Market space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management. 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 new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills: Seven + years direct lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Ability to mobilize internal networks 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 Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners 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 60d+ ago
  • Commercial Banker - Berwyn, PA

    First National Trust Company

    Relationship manager job in Berwyn, PA

    Primary Office Location:1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312.Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives. Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards. Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay. Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions. Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business. Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a lending banking position and in an equivalent customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $53k-83k yearly est. Auto-Apply 60d+ ago
  • Private Client Relationship Manager

    Citizens 2.9company rating

    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 Relationship Manager (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 3d ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Philadelphia, PA

    JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.
    $55k-88k yearly est. Auto-Apply 34d ago
  • Commercial Banker-Multinational Corporations-Vice President

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Philadelphia, PA

    JobID: 210681516 JobSchedule: Full time JobShift: : You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. The Multinational Corporation team within the Middle Market space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management. 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 new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills: * Seven + years direct lending or credit support related experience with a focus on business relationships * Understanding of Commercial Banking products and services * Ability to mobilize internal networks 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 * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners 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.
    $55k-88k yearly est. Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Towamencin, PA?

The average relationship manager in Towamencin, PA earns between $57,000 and $122,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Towamencin, PA

$83,000

What are the biggest employers of Relationship Managers in Towamencin, PA?

The biggest employers of Relationship Managers in Towamencin, PA are:
  1. Bank of America
  2. Penn Community Bank
  3. JPMorgan Chase & Co.
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