Relationship manager jobs in Tucson, AZ - 80 jobs

Application Deadline: 02/07/2026 Address: 7225 N. Oracle Rd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description Schulz Financial Group is a fast-growing, high-energy, drama-free financial planning and investment advisory services firm. We strive to be an employer where employees are proud to work, have the opportunity to advance in their careers, earn a competitive salary, have bonus income opportunities, receive benefits above industry standards, and feel valued for their contributions. This is accomplished through a disciplined and coordinated effort in working together as a team. We have been extremely successful in growing our business through our extraordinary client experience, team expertise, and commitment to world-class service which make us the standout choice for our clients. Job Overview: The primary role of the Client Relationship Manager is to provide administrative support to a team of advisors and deliver an excellent service experience to our clients. Responsibilities: • Support the client relationship by greeting clients and prospects, answering the phone, assisting visitors at the front door, and scheduling appointments with a smile • Keep client management systems up-to-date with client information and ensure all communication and activities are properly documented in CRM software • Conduct proactive outreach to clients and advisors on time sensitive issues • Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance • Take ownership of inquiries and requests; coordinate with the advisors to ensure clients' expectations for timely service delivery are met • Monitor scheduling software for new activity and take required action such as creating and emailing virtual meeting links, preparing pre-meeting documentation, following up on any missing information, and notifying advisors as necessary • Onboard new clients using approved workflows, from initial new account setup to the completion of asset transfers, etc. • Maintain client and branch records including document retention and updating related logs • Manage shipping and mail requirements including holiday cards and other marketing efforts • Educate clients on account services, capabilities, and available services • Respond to ad hoc requests, coordinate/manage projects as needed, and help facilitate client events • Coordinate social media, marketing & events with Communications Manager Key Traits of a Successful Client Relationship Manager: • Impeccable attention to detail • Ability to clearly communicate requests and processes with clients and advisors • Effective and efficient time management • Polite and professional phone etiquette • Ability to multi-task and deliver exceptional and accurate results • Strict adherence to industry rules and regulations • Strong collaborative skills with the ability to think and work independently • Ability to analyze and research information • Open-minded with the creativity to help foster continuous process improvement Requirements: • Proficiency with Microsoft Office Suite and working knowledge of Apple/Mac OS • Ability to learn new systems including Redtail CRM, OnceHub, and DST Vision • Successfully pass an FBI background check (fingerprinting required) • Positive attitude and sincere willingness to constantly learn and grow - we will train the right candidate! Recent college grads are welcome to apply. Preferences: • 2+ years of experience in a similar administrative/customer service role (financial services background preferred) • Experience with financial services software, terminology, and procedures • Experience working in a highly regulated industry • Skilled at managing personal finances & budgeting - we practice what we preach! We Expect Our Team Members at All Levels To: • Grow professionally and inspire others to do the same • Take pride in how we present ourselves as individuals, and as an office • Work well with others to achieve desired outcomes • Act in the client's best interests at all times • Take ownership and hold themselves accountable for delivering meaningful results • Contribute to the continuous evolution of the firm Compensation: • Starting salary: $40K-$48K DOE. Actual base salary varies based on factors including but not limited to: relevant skills, prior experience, education, and demonstrated performance. This is a full-time, salaried position with opportunities to earn bonuses throughout the year, participate in profit sharing, 401(k) with 6% match, available medical/dental coverage, generous time off policy, group travel, opportunities to gain additional professional qualifications, and more!

Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced **Commercial Banker** to join our **Tucson** Team. Top candidates will have extensive knowledge of the Phoenix and surrounding communities with proven success, attracting new business relationships while deepening our existing customer relationships. This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices. **Essential Functions:** + Support the development and maintenance of profitable commercial banking relationships. + Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives. + Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses Minimize credit problems and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. + Make loan presentations and decision recommendations to senior lenders and/or loan committees. + Participate in the completion of transactions with the sales team. + Other duties as assigned. **Qualifications:** A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in CRE, C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required. + Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities. + Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. + A demonstrated ability to develop and maintain major banking relationships is strongly preferred. + Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities. + Requires an in-depth knowledge of related fields and the ability to apply that information to the current role. + Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently. + Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role. + Creative problem solving, negotiation and presentation skills. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. + Mental health benefits include coaching and therapy sessions. + Tuition Reimbursement for qualifying employees. + Employee Ambassador preferred banking products. **Req ID:** 069047 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Commercial Banker to join our Tucson Team. Top candidates will have extensive knowledge of the Phoenix and surrounding communities with proven success, attracting new business relationships while deepening our existing customer relationships. This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices. Essential Functions: * Support the development and maintenance of profitable commercial banking relationships. * Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives. * Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses Minimize credit problems and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. * Make loan presentations and decision recommendations to senior lenders and/or loan committees. * Participate in the completion of transactions with the sales team. * Other duties as assigned. Qualifications: A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in CRE, C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required. * Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities. * Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. * A demonstrated ability to develop and maintain major banking relationships is strongly preferred. * Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities. * Requires an in-depth knowledge of related fields and the ability to apply that information to the current role. * Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently. * Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role. * Creative problem solving, negotiation and presentation skills. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. * Mental health benefits include coaching and therapy sessions. * Tuition Reimbursement for qualifying employees. * Employee Ambassador preferred banking products.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure a successful sale of our products. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

Job Description Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. Develops strategies to originate SBA loans in the marketplace. Calls on and develops a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. Presents the bank's loan capabilities. Structures SBA loan proposals, completes initial underwriting and prepares credit package. Responsible for the success and growth of assigned sales territory. Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. REQUIREMENTS: 5+ years of financial services industry experience 3+ years of experience in SBA 7a & 504 lending, selling business related financial services products, or a combination of both Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of underwriting or evaluating commercial credit Established network of COIs and brokers in the local market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

WHO ARE WE? Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, All About Cookies, and OnlyInYourState. As The Discovery and Conversion Company, our mission is to connect consumers with the world's leading brands through data-driven content and technology. Headquartered in South Florida with a remote-first team spanning over 15 countries, we've built a high-growth, high-performance culture where speed, ownership, and measurable impact drive success. WHY JOIN US? At Launch Potato, you'll accelerate your career by owning outcomes, moving fast, and driving impact with a global team of high-performers. BASE SALARY: $80,000 to $110,000 per year MUST HAVE Fully comfortable working Eastern Timezone hours and supporting ad-hoc partner or business needs outside standard hours when required. Experienced in managing a direct response portfolio of accounts for a mix of channel types like email, newsletter, listicle, co-reg, etc. Demonstrated ability to interpret, diagnose, and act on performance data across KPIs (CTR, CPC, CPA, ROAS), including identifying trends, risks, and scalable opportunities. Advanced communication, negotiation, and upsell skills with the ability to influence both tactical decisions and strategic partner direction. Highly proactive, growth-minded, and organized, able to manage complex workflows while driving long-term outcomes. EXPERIENCE: Minimum 3-5 years working directly with Publishers, Affiliates, and/or Advertisers in digital media, performance marketing, or lead generation, with ownership of partner relationships, revenue performance, and reporting. YOUR ROLE Own and grow a direct response, high-impact portfolio of publisher partners, applying industry expertise, strategic thinking, and cross-functional influence to maximize revenue, efficiency, and long-term partner value. This role expands beyond execution: you will anticipate risks, uncover growth opportunities, design optimization strategies, influence internal roadmaps, and elevate best practices across the team. Outcomes (Performance Expectations) Strategic Account Ownership: Own, optimize, and expand a portfolio of publisher/affiliate accounts by managing daily partner needs, driving long-term growth strategies, and proactively identifying new placements, integrations, and whitespace opportunities. Campaign Execution & Daily Management: Execute all campaign operations, including pacing, budgets, QA, creative testing, launches, and troubleshooting with 100% accuracy while using advanced judgment to prioritize issues and maintain performance stability. Performance Optimization: Analyze performance data across CTR, CPC, CPA, and ROAS to diagnose trends, forecast impact, and deliver clear, actionable recommendations that improve yield and partner outcomes. Revenue & Margin Growth: Drive revenue and margin expansion by scaling high-performing partners, upselling new opportunities, optimizing traffic quality, and influencing internal teams to unlock additional growth levers. Documentation & Reporting: Maintain clear, organized documentation and produce structured reporting that communicates insights, decisions, risks, and next steps to internal teams and external partners. Cross-Functional Leadership: Partner with media buying, analytics, creative, and product to resolve blockers, shape testing roadmaps, refine processes, and elevate partner performance through cross-team alignment. High-Trust Partner Communication: Lead recurring partner communications that build trust, address issues quickly, and deliver strategic insights that strengthen alignment and long-term retention. Competencies Industry-Grounded Strategist: Leverages strong experience in publisher, affiliate, and advertiser ecosystems to anticipate shifts, navigate constraints, and identify high-impact opportunities. Relationship & Influence Leader: Builds trust across partners and internal teams; influences without authority; balances partner needs with Launch Potato's goals. Advanced Data Literacy: Uses Looker, Excel, and performance dashboards to run analyses, forecast outcomes, design tests, and translate insights into action. Operationally Excellent: Manages multiple accounts, priorities, and workflows with accuracy and process discipline at expectations. Collaborative & Cross-Functional: Works fluidly with media buyers, analytics, creative, and engineering partners; communicates directly with clarity and respect. Entrepreneurial Problem Solver: Acts with ownership, experiments thoughtfully, and drives long-term revenue growth through both systematic and creative approaches. Coachable, Reflective, Growth-Minded: Seeks feedback, adapts quickly, and shares learnings to raise the bar across the team. TOTAL COMPENSATION Base salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments. Want to accelerate your career? Apply now! Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Flexible schedule Free food & snacks Opportunity for advancement Paid time off Profit sharing Insurance account representative - State Farm agent team member Full Time in Tucson, AZ Responsive recruiter Benefits Bonus based on performance Competitive salary Opportunity for advancement Paid time off Signing bonus* Training & development 401k matching* Position Overview: Bilingual Spanish Applicants Preferred If you have a growth mindset, enjoy talking to people, are driven to achieve and grow, have a passion for being the best in a fast-paced work environment and someday aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full-time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage everyday risks and their unique insurance and financial needs, while learning the logistics of managing a business and developing your skills and experience. Requirements and Responsibilities include... Minimum 1+ years of sales experience in inbound or outbound sales required Experience in developing leads, schedule appointments, identify customer needs, and market appropriate products and services. Learn and master scripts and processes Process and sell to inbound leads and existing customers Establish customer relationships and follow up with customers, as needed. Maintain a strong work ethic with a total commitment to success each and every day. Networking and writing business from external resources and own efforts a must. Be able to sell all lines of business sold at agency by State Farm. As an Agent Team Member, you will receive... Salary plus commission / bonuses Valuable experience Growth potential/Opportunity for advancement in the agency Learning to market property/casualty, life, health and investment products Setting sales and growth goals Working closely with the agent to gain an understanding of the office logistics and procedures If you have a minimum 1 year inbound or outbound sales experience, are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process Compensation $40,000.00 - $100,000.00 per year *T&C's apply*

The Account Manager is an experienced professional self-directing the activities to achieve service goals of their clients. The Account Manager is the primary point of contact for an assigned book of business responsible for overall site quality, achieving sales goals and achieving renewal goals. Client Partnerships Work with Operations Manager to maintain pro-active communication with customer; begin as a support to Operations Manager, then eventually take over client communications Respond professionally and timely to all internal and client requests Work to fully understand clients' long-term goals and budgetary constraints Demonstrate consistent and exceptional quality control standards Required Strong verbal and written communication Team oriented, collaborative approach Excellent organizational and time management skills Attention to detail is critical to maintain high quality of care Exceptional customer service Positive attitude Takes initiative and pro-active approach to improve performance Assumes responsibility, authority, and accountability for all activities Ability to develop budgets and job estimates Knowledge of plant material Motivated to grow and develop new business Ability to prioritize and multitask

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our office prides itself in being one of the highest producing State Farm agencies in Southern Arizona. We are looking for hard working individuals who love a fast-paced and high energy environment where your hard work is appreciated and highly rewarded. We serve a population in a booming part of Tucson and have been able to grow at a pace that is unprecedented in the area. We contribute our success to providing a level of customer service our policy holders have never experienced. We love educating our clients, tailoring our coverage options to their specific needs and protecting what is most important to them. If you are looking for an opportunity to grow in a proven system and help people everyday - this is the career you have been waiting for. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Michael Severson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations. Bilingual Spanish preferred.

Job DescriptionBenefits: Health Insurance bonus Commissions 401(k) matching Competitive salary Paid time off Training & development ROLE DESCRIPTION: I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Work directly with a dynamic, talented team and a variety of current & future policyholders. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Ability to effectively relate to a customer Property & Casualty license Life & Health license BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office Licensing reimbursement after 3 months Signing bonus for pre-licensed professionals

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Tom has been a State Farm agent for 43 years, building an agency grounded in professionalism, genuine care for clients, and a team environment where people enjoy working together. With a team of 12, the office blends high standards with a warm, supportive culture. Tom was born in Long Beach, California, played college basketball for legendary coach Lute Olson (who later went on to be drafted by the Phoenix Suns), and remains very active in his church community. His leadership style reflects those roots: disciplined, team-focused, and deeply committed to serving others. Employees enjoy a variety of perks, including a 401k, health benefits, weekly prize competitions, and quarterly team-building events that keep the environment fun and connected. For someone looking to join a long-established agency with a reputation for integrity, teamwork, and steady growth, this is the kind of place where you can build a meaningful and lasting career. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Tom Deberry - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

**The Best Teams are Created and Maintained Here.** At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. We're looking for an Account Manager. Can you picture yourself here? **Here's what you'd do:** The Account Manager is the primary contact for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price increases, and ensures quality service. **You'd be responsible for:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio; look for ancillary opportunities outside the portfolio to grow the book of business and overall growth for the branch. + Develop accurate estimates and takeoffs for both new and existing clients as needed + Ensure design and bid for proposed enhancement projects are delivered to clients in a timely manner + Generate referrals from existing client base and communicate to the Business Developer + Develop and maintain long-term relationships with clients focusing on all pertinent points of contact + Develop and maintain a schedule to perform "site walkthroughs" during formal meetings with customers to ensure quality and service expectations are met + Lead and facilitate the resolution of client issues or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing clients + Communicate regularly with the Operations Manager to ensure client needs and expectations are consistently met or exceeded + Coordinate consistent and timely site visits with Operations Manager to review site quality and to ensure that client expectations are met + Support the efforts for hiring, training and coaching the field crews that support the assigned portfolio + Promote compliance of all safety regulations and policies + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain satisfactory accounts receivable levels and CRM account notes as appropriate + Coordinate with the Branch Administrator to ensure databases are consistently updated with current client information + Other tasks and duties as assigned by Branch Manager **You might be a good fit if you have:** + Associate degree in a business-related field or equivalent experience. + Minimum of 3 years of prior customer service, management, and leadership experience with an organization in the landscaping industry or local marketplace. + Effective written and verbal communication skills. + Ability to coach, develop and foster a teamwork environment. **Work Environment:** + This role will either be remote or be based in an office environment. + This role includes routinely traveling in a car. **Here's what to know about working here:** Here at BrightView, we're as passionate about caring for our clients as we are about caring for each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home. If you're looking to join a team of talented go-getters who tackle big vision projects other companies could only dream of, you just might have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve. **Growing Everyday** Like the communities we serve, you are on a constant path of discovery to shape your career and personal development. In addition to best-in-class opportunities and competitive salary, you may be eligible for benefits and perks like: + Paid time off + Health and wellness coverage + 401k savings plan **Start Your Bright New Career Journey** _BrightView is an Equal Employment Opportunity and E-Verify Employer._ **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 550 E. Tangerine Rd Oro Valley, AZ 85737 7820 N. Silverbell Rd Tucson, AZ 85743 3755 W. Cortaro Farms Rd Tucson, AZ 85742 12140 N. Dove Mountain Blvd Marana, AZ 85658 10585 N. Oracle Rd Oro Valley, AZ 85737 Posting End Date: 22 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 550 E. Tangerine Rd Oro Valley, AZ 85737 + 7820 N. Silverbell Rd Tucson, AZ 85743 + 3755 W. Cortaro Farms Rd Tucson, AZ 85742 + 12140 N. Dove Mountain Blvd Marana, AZ 85658 + 10585 N. Oracle Rd Oro Valley, AZ 85737 **Posting End Date:** 22 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515139

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40