Commercial Banking Relationship Manager - East Texas
Relationship manager job in Tyler, TX
Summary Primarily responsible for providing leadership and managing the daily activities of Commercial Relationship Bankers, Commercial Portfolio Managers, Commercial Loan Assistants, Treasury Management Officers and/or other related sales and support personnel in the Region. Secondarily responsible for soliciting, negotiating, underwriting, approving, closing and administering large, complex commercial, consumer, energy and/or mortgage loans in compliance with organizational policies/procedures, and state and federal lending laws/regulations to provide maximum profitability to the bank with a minimum of risk. In addition, responsible for developing and retaining depository relationships associated with the lending relationships, which meet established requirements and provide maximum profitability to the bank with a minimum of risk by performing the following duties.
Duties and Responsibilities include the following.
* Promotes team building and lender competency through role modeling, consensus building, effective communication, sharing best practices and routinely reviewing department activity and results.
* Coaches and mentors staff to adhere to Origin Bank culture.
* Develops staff skills by identifying training needs and providing access to appropriate internal and external training resources.
* Development, implementation and administration of annual plan and incentive goals working in conjunction with the Regional/State President.
* Performs employee evaluations; recommends salary increases, disciplinary actions, and employee discharges.
* Identifies, recruits and hires qualified staff.
* Supports the lenders in their business development efforts by making joint sales calls and advising on loan and relationship structure and pricing.
* Supports the lenders in the administration of Origin Bank loan policy and procedures.
* Monitors team and individual asset quality and regulatory compliance.
* Develops new business by contacting prospects and customers.
* Interviews loan applicants, collects financial and related data, and analyzes related data to determine the general creditworthiness of the prospect, as well as the merits of the specific loan request.
* Establishes and negotiates, when necessary, the terms under which credit will be extended, including the costs, repayment method, payment schedule, and collateral requirements.
* Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets.
* Follows up on specific leads offering business development opportunities, promoting bank services, placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting in an effort to build diverse and profitable banking relationships.
* Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
* Promotes bank services and products to improve client awareness and strengthen community knowledge of Origin's products.
* Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank.
* Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training.
* Takes responsibility for special projects as assigned.
* Make budget recommendations regarding department needs.
* Recommends changes and new procedures to eliminate weaknesses in practices and procedures.
* Initiates changes in the basic organization structure to accomplish objectives developed with the Regional President. Implements new work procedures and systems to accomplish bank objectives more efficiently.
Supervisory Responsibilities
Directly supervises Commercial Relationship Bankers, Loan Assistants, Market Relationship Bankers and/or Treasury Management staff as assigned. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Generates creative solutions; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
Project Management - Coordinates and completes projects on time and budget.
Interpersonal Skills/Customer Service - Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments.
Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Delegation and Change Management - Delegates work assignments; Prepares and supports those affected by change.
Leadership and Managing People - Inspires others to perform well; Gives recognition to others; Includes staff in planning, decision-making, facilitating & process improvement; Provides regular performance feedback.
Business Acumen and Cost Consciousness - Understands business implications of decisions; Demonstrates knowledge of market and competition; Works within approved budget.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Strategic Thinking - Adapts strategy to changing conditions; Analyzes market and competition.
Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Attendance/Punctuality and Dependability - Arrives at meetings and appointments on time; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of ten years strong performance in client relations in commercial banking with an emphasis on energy lending, investments, or sales arenas, preferably within roles of increasing responsibilities. In addition, minimum five years management experience preferably in managing lenders. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyRelationship Manager II
Relationship manager job in Longview, TX
Relationship Manager
Company Profile: Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas. We are headquartered in Sulphur Springs and have six (6) offices conveniently located across the northeastern region of Texas in Sulphur Springs, Canton, Gilmer, Terrell, Longview, and Marshall. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
Education and Experience Requirements: Bachelor's degree in Business Administration, Finance, Agricultural Economics, or a related field, or equivalent experience and three (3) to five (5) years or more of progressively responsible banking or related agricultural lending experience. Experience should include a broad understanding of lending regulations, credit operations, and credit practices.
Job Purpose and Scope: Responsible for initial relationship and follow-up with mid-size prospects. Develops and implements select customer referral strategies in order to increase client satisfaction and loan portfolio growth for the Association. Has direct responsibility in the development of the association's market share. Manages and maintains current business relationships and seeks new accounts.
Essential Functions
Concentrates primarily on generating new business and developing a loan portfolio through direct solicitation origination of eligible loans.
Monitors business relationships and credit compliance of originated loans.
Evaluates needs of potential clients and provides appropriate financial solutions.
Ensures proper loan underwriting and structuring is achieved through enforcement of loan policies and that they are properly approved in accordance with loan authorities and in conjunction with the centralized underwriting units.
Makes calls on borrowers, potential borrowers and other contacts to generate new business.
Manages and monitors respective loan portfolio and status of all exceptions and past dues on business and consumer loans in accordance with loan policy working in conjunction with reports from the centralized underwriting units.
Provides ongoing relationship servicing, including the resolution of service issues of clients.
Skill Requirements: Excellent interpersonal relations, public speaking, administrative and communication skills are required. Strong analytical skills, the ability to evaluate financial statements as well as identify and implement corrective actions when needed. Knowledge of business practices in mortgage and commercial lending, including credit standards, real estate appraisal, internal controls, financial management, public and member relations, and marketing techniques.
Benefits: Our comprehensive benefit program includes, but is not limited to:
An outstanding company-wide incentive program
Accommodating and flexible vacation and sick leave
10-12 paid holidays
401(k) plan with up to a 9% employer contribution/match
Affordable health, dental, and vision plans
Employer paid life insurance and disability
Tuition reimbursement
To Apply: If you're interested in joining the Legacy Ag Credit team and meet the minimum requirements for this position, please send your resume to:
Legacy Ag Credit, ACA
ATTN: Sherry Sturgis, Senior Vice President/Chief Administrative Officer
303 Connally
Sulphur Springs, TX 75482
****************************
AA/EOE/M/F/D/V
Auto-ApplyRelationship Manager in Longview Oak Forest
Relationship manager job in Longview, TX
ESSENTIAL DUTIES AND RESPONSIBILITIES: Includes the following: Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.
Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc. Take advantage of appropriate communication channels regarding bank related business matters.
Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.
Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.
Greets customers and provides superior customer service.
Interviews applicant and requests specified information for loan applications. Pulls credit files and credit reports.
Analyzes applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
Ensures loan agreements are complete and accurate according to policy.
Corresponds with or interviews applicant or creditors to resolve questions regarding application information.
Approves loan within specified limits or refers to loan committee for approval and/or prepares and sends out denials.
Confers with underwriter regarding lending applications.
Calls on potential or existing customers to develop new business or retain existing business. Networks with title companies, real estate offices.
Works past due accounts in attempt to collect funds.
Analyzes potential loan markets to develop prospects for loans.
Participates with and assists senior loan officers on larger loans.
Provides customers with routine platform services, such as approving checks for cashing or handling customer problems. Provides exceptional customer service.
Greets customers and answers questions.
Answers telephone calls taking messages, forwarding calls or providing assistance to customers.
Notarizes documents.
Performs property inspections and collateral assessment.
Performs file maintenance.
Inputs loan information on the system and completes entries. Inputs UCC filings.
Prepares monthly reports.
Reviews for accuracy loans already booked on the system.
Prepares correspondence.
Maintains/reviews VSI insurance and ticklers.
Maintains established department and Bank policies, procedures, objectives and quality assurance.
Enhances professional growth and development through participation in educational programs, current literature, community involvement and in-service meetings, etc.
Uses professionalism, courtesy and tact in working with Bank personnel.
Reports to work regularly and promptly.
Maintains confidentiality at all times.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Account Manager - Construction Staffing
Relationship manager job in Palestine, TX
Job Description
Accelerate Your Sales Career at Superior Skilled Trades! We're looking for an energetic Account Manager to join our fast-growing skilled trades staffing sales team! This is a remote role in that we're hiring throughout the US - however know that our Account Managers spend most of their time out in the field within their selling territory. This is an individual contributor, heavy outside B2B sales position in which would you be selling our skilled trades staffing services and workforce solutions, and managing our client relationships within the construction industry. The role requires daily use of Hubspot, superior skills in prospecting new business, managing a sales pipeline, and relationship building.
Qualifications
Must have a minimum of three (3) years of experience in Skilled trades/Construction/Industrial Staffing Sales.
A proven track record in B2B sales and client management within the construction industry.
Proficiency with CRM platforms and adeptness at managing detailed client information.
Exceptional negotiation and rapport-building skills.
Highly responsive and detail-oriented, with excellent problem-solving capabilities.
Core Responsibilities
Strategically generate and develop new customer accounts to boost revenue.
Prospect for new business, manage a pipeline and sales funnel, and track activity using Hubspot.
Cultivate strong relationships with contractors and subcontractors, employing both outside and inside sales techniques.
Drive consistent quarter-over-quarter growth and profitability, surpassing targets.
Resolve customer inquiries and maintain continuous engagement through proactive follow-ups.
Why Choose SST?
Lucrative Earnings: Enjoy a total compensation package ranging from $65,000 to $125,000+, which includes a competitive base salary and uncapped commissions that reward your sales achievements.
Strategic Autonomy: Take charge of your sales territory with the freedom to implement strategies that best fit your approach, all supported by SST's comprehensive resources.
Growth and Opportunity: Capitalize on the chance to grow with a company that's rapidly expanding, offering numerous opportunities for career advancement and professional development.
Work Flexibility: This is a remote role. Our Account Managers spend a combination of their work week in the field and working from a home office.
Culture and Benefits: Become part of a vibrant company culture dedicated to employee welfare, complete with a full benefits package, and a supportive environment that fosters both personal and professional growth.
INDH
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Account Manager - State Farm Agent Team Member
Relationship manager job in Tyler, TX
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Aaron Hickman - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Train and mentor junior staff.
QUALIFICATIONS:
3+ years of experience in insurance sales or account management.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Account Manager - State Farm Agent Team Member
Relationship manager job in Tyler, TX
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency opened on November 1, 2017, and today we have a team of three. We value honesty, integrity, initiative, and an independent spiritqualities that make a big difference in how we work and how we serve our community.
Weve built a collaborative, positive culture where team members have the flexibility to grow. We offer opportunities for raises, bonuses, and enhanced commissions, along with a flexible work environment that supports personal and professional balance.
Community involvement is an important part of what we do. I volunteer with Carter BloodCare and Meals on Wheels, and I currently serve as president of the Tyler Referral Network. If youre looking to join a team that values integrity, service, and growth, this could be a great fit for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Taylor Berumen - 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.
Account Manager - State Farm Agent Team Member
Relationship manager job in Tyler, TX
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Paid time off
ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Brice Borgeson - 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.
Willingness to engage in sales conversations.
Insurance licenses or willingness to obtain
Vendor Account Manager
Relationship manager job in Tyler, TX
What will your job look like? The Vendor Account Manager has ultimate responsibility for delivering a high level of service to our vendors every day, ensuring high operational standards and vendor satisfaction within an assigned geographic area. The Vendor Account Manager owns the day-to-day interaction with the vendors, acting as an Account Manager to build and sustain strong working relationships with cross functional departments and assigned Providers. The Vendor Account Manager also acts as the single point of contact for vendor escalations and ensures appropriate resolution. This role is key to the success of a successful relationship with our Transportation Providers.
Location: Must reside in the State of Texas. This role will require local and overnight travel within the State.
What you'll do:
* Work with the Transportation Provider (TP) to follow through on service issues, troubleshooting problems and concerns, complaints and education
* Utilize data to develop and deliver performance improvement plans (PIP), and when needed, assess liquidated damages or termination
* Coordinate and conduct provider performance evaluations
* Conduct off boarding for providers not meeting standard expectations
* Serve as the first point of contact for all vendor service requests and escalations
* Own the day to day vendor interaction and satisfaction
* Conduct on site vehicle inspections and provider audits to verify compliance with MTM and HIPAA guidelines, including random safety audits or observations
* Deliver timely, accurate and professional operational support to all vendors within a specified geographic area and Service Level Agreements
* Demonstrate proactive leadership by working with internal MTM teams and external client teams, when necessary, to ensure complete resolution of TP issues
* Demonstrate proficiency by providing effective consultation to TP's and guidance to internal team members
* Manage and maintain credentialing compliance in accordance with MTM client contracts
* Recognize opportunities to educate TP's contacts on MTM processes when necessary
* Work with the Transportation Manager to reduce transportation costs
* Build and sustain a strong working partnership with assigned transportation providers
* Assist with/participate/facilitate regular provider town hall meetings
* Handle inbound service requests and ensure that they are properly assigned or addressed
* Liaise with other internal departments as required to resolve vendor's issues and questions
* Provide ongoing support to transportation providers regarding claims, payments, eligibility, utilization management or any other questions impacting provider performance
* Meet or exceed assigned KPI's and business objectives
* Meet all provider compliance requirements, including but not limited to inspections, audits and credentialing, ensuring non-compliant Vendors are not performing services for MTM
* Submit provider configuration changes to data management team and partner with them to ensure vendor is set up properly in the systems
What you'll need:
Experience, Education & Certifications:
* High School diploma or GED
* College Degree or equivalent work experience
* Minimum 2 years' experience as an Account Manager or relevant related experience
* 1-2 years' operational experience
* Must possess a valid driver's license
Skills:
* Demonstrate excellent time management skills
* Knowledge of transportation logistics
* Persuasive negotiator
* Must be able to conduct inspections, audits, communicate issues, and corrective actions from an authoritative position but with professional courtesy
* Moderate skills in Microsoft Office
* Analytical in using data to drive operational and cost improvement
* Demonstrate a high level of ownership
* Must be able to demonstrate strong customer service skills
* Ability to maintain positive and team focused during high stress situations
* Strong ability to pay attention to detail
* Excellent communication skills
* Ability to maintain high level of confidentiality
* Must be able to communicate with staff of all job levels professionally
* Ability to prioritize assigned projects, incidents, and requests
* Ability to identify with customers' needs and circumstances
* Ability to recognize, handle and refer situations of an emergent nature
* Adhere to all MTM established protocols and policies
* Regular attendance
Even better if you have...
* Experience in Project Management and/or Contract Negotiations is preferred
* Experience in Cost Management is preferred
What's in it for you:
* Health and Life Insurance Plans
* Dental and Vision Plans
* 401(k) with a company match
* Paid Time Off and Holiday Pay
* Maternity/Paternity Leave
* Casual Dress Environment
* Tuition Reimbursement
* MTM Perks Discount Program
* Leadership Mentoring Opportunities
Salary Min: $47,920
Salary Max: $50,000
This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual skills, experience, and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss this with us as you move through the selection process.
Equal Opportunity Employer: MTM is an equal opportunity employer. MTM considers qualified candidates with a criminal history in a manner consistent with the requirements of applicable local, State, and Federal law. If you are in need of accommodations, please contact MTM's People & Culture.
#MTM
Auto-ApplyIdealease Account Manager
Relationship manager job in Longview, TX
Department: Sales Reports To: General Manager
The Idealease Account Manager builds and grows customer relationships by selling lease and maintenance contracts for medium & heavy-duty International trucks, renewing agreements, and achieving sales targets in the East Texas & Northwest Louisiana markets. You'll develop sales plans, manage customer accounts, and work with all departments to ensure outstanding service and support. This role is ideal for a motivated professional who thrives on customer interaction, teamwork, and driving business growth.
Key Responsibilities
Drive new business growth - Acquire new customers, add-on contracts, and renewals while meeting annual sales quotas and gross margin goals.
Develop and execute sales plans - Create and implement a lease and dedicated maintenance sales and prospecting plan aligned with company objectives.
Contribute to strategic planning - Assist leadership in preparing the annual business plan as well as 90-day forecasts aligning sales initiatives and overall company goals.
Market Idealease services - Promote the Idealease Sales Department through targeted sales and marketing efforts to grow brand awareness and revenue.
Build and maintain strong customer relationships - Respond promptly to customer needs, maintain ongoing communication, and ensure high satisfaction levels.
Collaborate across departments - Work closely with all Idealease departments to ensure seamless service for contract customers and resolve issues quickly.
Manage sales tools and databases - Maintain accurate lead, prospect, and customer information; utilize Idealease tools and rating systems.
Monitor and report on sales performance - Provide weekly and monthly reports on sales activity, forecasts, and results to management.
Support financial and credit processes - Follow company credit policies and assist with collections when necessary to protect company interests.
Oversee delivery and forecasting updates - Maintain current reports on new unit deliveries to support accurate forecasting and planning.
Leadership, Personal Development and Conduct
Communicate and cooperate with all departments.
Focus on education and increasing industry expertise.
Handle all employee and customer issues in a professional and courteous manner.
Any other duties assigned by management.
Complete assigned tasks within the allotted time-frame.
Display an aptitude to learn and advance.
Eagerly participate in company sponsored training events.
Interact, at all times, with customers professionally and courteously.
Promote an atmosphere of cooperation, teamwork and goodwill with fellow employees.
Display honesty in all company related dealings.
Desired Education and Experience
High School diploma or higher; advanced education or technical certifications in business, sales, or automotive/truck maintenance preferred.
Relevant industry experience (3-7 years) in dealership operations, rental/fleet management, or service leadership roles.
Strong background in staff supervision and team development, including coaching, training, and performance management.
Practical knowledge of regulatory compliance, safety standards, and customer service best practices within a transportation or automotive environment.
Benefits
Health Insurance
401(k) Retirement Plan
Paid Time Off (PTO)
Competitive Wages
Flexible Scheduling
More About Pliler International
As a family-owned and operated business, we treat our employees like family. The majority of our employees have been with us for 10+ years. The Pliler International team enjoys a stellar culture with opportunities for advancement and growth. Our pay structure tops the industry with an emphasis on being rewarded for knowledge, growth, and certificate acquisition. Join our crew if you're looking for more than just another job.
This is not necessarily a list of all the duties, responsibilities and requirements associated with this position. While the accountabilities noted herein are intended to be an accurate reflection of the current job, the dealership reserves the right to revise the functions and duties as circumstances dictate. We are an Equal Opportunity Employer.
Auto-ApplyAccount Manager
Relationship manager job in Longview, TX
Account Manager - Multiple Territories (OK, West Texas, East Texas -North Houston, South Texas, Downtown Houston)
Company: CherCo
Proudly serving the oil and gas industry, CherCo provides aftermarket services, leasing, sales, parts, and maintenance for natural gas compression equipment.
Position Summary
This is a pivotal customer-facing role where you will represent CherCo as the key contact for clients across your assigned territory. We're looking for motivated professionals who can maintain and grow existing relationships while actively developing new business opportunities.
You will work independently within your region, balancing strategic account management with business development. Success in this role requires a mix of sales skill, relationship management, and technical understanding of natural gas compression and energy-sector operations.
Essential Duties & Responsibilities
Customer Relationship Builder: Develop and maintain trusted relationships with current clients, ensuring consistent communication and satisfaction.
Market Developer: Identify, pursue, and close new business opportunities within your assigned region.
Product & Service Expert: Promote CherCo's full suite of compression products and aftermarket services.
Regional Networker: Utilize and expand your existing network across the energy sector, especially within your assigned territory.
Reporting: Use Salesforce to manage customer data, sales activities, and pipeline tracking.
Strategic Contributor: Provide feedback to leadership on market trends, customer needs, and opportunities for improvement.
Independent Operator: Manage your time and accounts autonomously while representing CherCo's professional standards.
Position Qualifications
Proven Experience: Demonstrated success in sales or account management - ideally within the oil, gas, or energy sectors.
Established Network: Pre-existing customer relationships within one or more of the territories listed.
CRM Skills: Experience using Salesforce or other CRM platforms.
Excellent Communication: Strong interpersonal and presentation skills; ability to build lasting relationships.
Self-Starter: Works independently with initiative and accountability.
Strategic Mindset: Understands how to connect customer needs with CherCo's solutions.
Learner's Mentality: Willingness to master CherCo's service offerings and products.
Education & Experience
High school diploma or GED required; associate or bachelor's degree preferred.
Minimum 5+ years of experience in sales, account management, or a related role.
Strong working knowledge of oil and gas compression is a plus, and energy equipment.
Technical Skills
Advanced proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
Experience with Salesforce or comparable CRM system.
Perks & Benefits
Competitive salary with performance incentives.
Opportunity for career growth in a respected, growing company.
Vehicle allowance, phone, and laptop provided (where applicable).
Exposure to a full range of compression products and services.
Join a team of professionals passionate about serving the energy sector.
Join the CherCo Team
CherCo is proud to serve the oil and gas industry with integrity, innovation, and professionalism. We value strong relationships - with our customers and our people. If you're ready to represent a respected name in compression services and bring new business opportunities to life, we want to talk to you.
Account Manager - State Farm Agent Team Member
Relationship manager job in Longview, TX
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Paid time off
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
ROLE DESCRIPTION:
As an Account Manager - State Farm Agent Team Member for JJ Walnofer - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to customers
Account Manager - State Farm Agent Team Member
Relationship manager job in Longview, TX
Job DescriptionBenefits:
IRA- matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Signing bonus
Training & development
ROLE DESCRIPTION:
As a Sales Producer for Kasha Williams Insurance, 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
General Lines Property & Casualty
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Gilmer, TX
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Paul Herndon - 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.
Account Manager (Insurance)
Relationship manager job in Longview, TX
Property & Casualty Insurance Account ManagerCopeland Insurance GroupLongview or Tyler, TXAbout Copeland Insurance GroupCopeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options to thousands of people across America. Copeland is an independent agency and a proud member of the Integrity Family of Companies.Job SummaryWe are looking to hire a dedicated and ambitious Property & Casualty Insurance Account Manager to join our team.The role involves managing an existing group of clients and identifying networking opportunities to connect with new potential clients to understand their needs and offer suitable insurance products and policies.Ultimately, the Property & Casualty Insurance Account Manager role is to ensure a positive experience for our clients, as well as meet the customers' needs placing them with the correct product and carrier.
Ideal candidates are those with excellent interpersonal skills, a deep understanding of property and casualty insurance policies, and the ability to work towards agency service goals.
Primary Responsibilities:
Network and build relationships with potential clients
Understand the individual needs of the clients and recommend suitable insurance policies
Complete all necessary paperwork related to insurance policies
Stay up to date with changes in insurance products, compliance and regulations
Maintain records of insurance policies sold and prospective clients
Address and resolve clients' complaints and queries promptly and professionally
Primary Skills & Requirements:
General Property & Casualty Insurance License-TEXAS preferred or willingness to obtain within the first 90 days of employment.
High School Diploma or GED
Proficient in Agency Account Management Software (Ex: Applied Epic, PL Rater)
Proficient in Microsoft Excel
Effectively manage time and have the ability to prioritize tasks and use a sense of urgency to meet strict deadlines
Strong attention to detail and accuracy
Excellent analytical and problem-solving skills
Ability to sit for long periods of time and execute extensive support to clients via phone and email correspondence
Ability to work independently and as part of a team
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyAccount Manager
Relationship manager job in Emory, TX
This fast-paced Account Manager serves as the primary point of contact for new business, ensuring their needs are met and expectations are exceeded. This role is responsible for building strong relationships, managing accounts, resolving issues, and supporting growth opportunities. The Account Manager will identify client needs and recommend appropriate solutions, products, or services. Meet or exceed performance targets related to sales activities and production.
Must have State Farm experience, or insurance sales with related history in insurance of 3 years. Candidate must be energetic with a dynamic personality.
Account Manager - State Farm Agent Team Member
Relationship manager job in Emory, TX
Job DescriptionBenefits:
401(k) matching
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Competitive salary
Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Toni Threadgill - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you 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.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager
Relationship manager job in Kilgore, TX
Account Managers are responsible for managing the overall sales efforts in their assigned territory to maximize sales and profit. They must utilize frequent face-to-face and/or telephone contact in a consultative sales approach to ensure the satisfaction of customer needs. They must identify selling opportunities and assertively act upon the opportunities that offer maximum potential and/or gross profit - both with existing customers through cross- and range-selling as well as with new leads. They must uphold Brenntag's core values and focus on customer excellence in all regards every day.
Job Description:
Customer Business Development (70%)
Meet sales objectives and focus on customer retention as well as improving overall customer satisfaction (also through digital channels).
Identify customer potentials, i.e., opportunities for cross- and range-selling to existing customers and engage relevant stakeholders (e.g., Brenntag Specialties sales staff).
Set strategies and targets for growth of customers in assigned territory (sales plan); align with Sales Manager.
Frequently conduct customer visits and prepare the meetings using all available tools and reports, coordinate, negotiate and close proposals.
Manage spot business/ rush offers, get support from Commercial Assistant when necessary.
Liaise with relevant stakeholders to create in a timely manner the best solution for the customer and extract maximum value (e.g., Sales Management/ Product Management for Pricing topics).
Act as major point of contact to customers in assigned territory in all commercial matters.
Conduct market studies on potential new product opportunities by contacting customers to gather interest and test market demand.
Leverage Brenntag Connect to generate and maximize sales.
New Customer Generation (10%)
Spot opportunities for launching sales projects in cooperation with other departments like Product Management.
Identify and prioritize prospective customers.
Get in contact with prospects and involve relevant stakeholders to nurture leads down the pipeline.
Liaise with Brenntag Specialties sales staff on customers with new Brenntag Essentials business opportunities.
Sales & General Admin (15%)
Set and maximize prices considering value-based pricing and customer segmentation within guidelines provided by Product Management.
Ensure appropriate data administration and documentation of all business cases in the local CRM system (e.g., post processing of visits, creation of customer projects).
Update and maintain customer opportunity pipelines and potentials in the CRM system
Complete sales and revenue-related reporting.
Drive commercial and functional excellence based on guidance/ input from Commercial Excellence Function.
Provide regular forecasts of product demand from customers to Product Management to optimize projected demand requirements.
Know-How Management (5% to-be)
Maintain an up-to-date level of product knowledge, e.g., via training.
Keep up to date with changes and updates in the product portfolio and in the market.
Keep up to date on feedstock and upstream developments that impact product price movements.
Your Profile Education & Experience
Preferably Post-Secondary Education with a focus in Business, Science or equivalent.
Experience in the chemical distribution business, preferably in a sales capacity (3 to 5 years previous experience in sales role).
Our Offer
We aim to create an environment where the best people want to work, where they can turn their passion into their job and realize their full potential.
Individual development, on-the-job training, and development programs designed to help our employees grow in their careers.
Paid parental leave
Education assistance program
Employee assistance program
Various healthcare plan options as well as 401(k)
Brenntag and its subsidiary companies will provide equal employment opportunities to all applicants without regard to any category protected by federal, state or local law, including as applicable, applicant's actual or perceived race, color, religion, creed, sex, sexual orientation, gender identity or expression (including transgender status), gender (including pregnancy, childbirth, lactation and related medical condition), genetic information, military service, national origin, ancestry, citizenship status, age, veteran status, physical or mental disability, protected medical condition as defined by applicable federal, state or local law, political affiliation, marital status, membership in an employee organization, parental status, expunged juvenile record, or any other status protected by federal, state, or local law. Brenntag will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested. When completing this application, you may exclude information that would disclose or otherwise reference your race, religion, age, sex, genetic, veteran status, disability or any other status protected by federal, state, or local law. This application is considered current for sixty (60) days only. At the end of this period, if you are still interested in employment, it will be necessary for you to reapply by completing a new application.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Human Resources at accommodations@brenntag.com (phone, tty, fax, email, etc.).
Brenntag North America, Inc. and its subsidiaries use E-Verify, a government-run, web-based system that allows employers to confirm the eligibility of their employees to work in the United States. For more information, please go to ********************************** or view the poster at ********************************************** Contents/E-Verify_Participation_Poster.pdf.
Brenntag TA Team
Auto-ApplySales Manager (Optical Retail)
Relationship manager job in Longview, TX
Reports to: Brand (Store) Manager Do you love encouraging others to achieve their goals? Do you have a passion to drive results and coach a team to follow in your footsteps? As a Stanton Optical Sales Manager you would be our sales leader, assisting the Brand Manager in supervising and executing action plans to drive sales performance while creating a positive, results-driven team atmosphere. We are also motivated to invest in preparing you for the next steps in your career. By training you and encouraging you to take ownership of the role, you will be empowered to support store operations, train and coach associates, foster a strong partnership with the Clinical team and Lab Staff, leading to frequent exposure with Senior Leadership, and more.
About us:
Stanton Optical is among the nations fastest growing, full-service retail optical centers. We are dedicated to offering customer service and quality eyewear at affordable prices to our patients and customers. As a leading optical retailer, we offer some of the nation's most desirable optical brands
Our team members share and support the Vision, Mission and Values of our parent company, Now Optics. These include:
Vision: Modernizing the eye care experience for all people
Mission: Making eye care easy
Values: iCARE
* Integrity: We see integrity as building a foundation of trust with our customers, employees and stakeholders by communicating honestly, ensuring consistency and delivering on our commitments
* Collaboration: We see collaboration as combining the talents of a diverse group, offering proactive communication and being open-minded to new ideas
* Accountability: We see accountability as taking initiative, delivering our best in all we do, accepting responsibility for our actions and taking ownership of results
* Respect: We see respect as prioritizing human relationships, being present, connecting with transparency and empathy
* Empowerment: We see empowerment as making purpose-driven decisions to support the company vision, showing appreciation for others, and taking care of the individuals we serve
Why join our winning team?
* We are the fastest growing, founder-led, and privately owned eye care provider in the United States. We believe quality eye care should be easy, accessible, and affordable for all people. Stanton Optical, consistently rank among the nations top optical retailers.
* We offer a flexible, dynamic work environment where we foster innovation and creativity. We encourage you to be proactive in sharing the great ideas you have to improve the business.
* Eligible employees enjoy great benefits such as medical, dental, and prescription drug coverage, company paid life and short-term disability coverage and free eyeglasses. We also offer identity theft protection, pet insurance, and much more.
* Paid time off that increases with seniority
* Professional development and promotion opportunities
* Employee recognition programs
* Employee Assistance Program (EAP)
* Employees get 2 free eyeglasses (no dollar limit) every year, and Friends and Family discounts on our products!
* We offer competitive variable compensation opportunities and commission on sales.
* Work with an amazing team!
Duties & Responsibilities:
* Drive sales to exceed personal and store goals while delivering outstanding customer service experience.
* Support Brand Manager duties frequently acting as Manager on duty to accomplish the following objectives:
* Support store talent acquisition and talent development; including but not limited to direct recruiting, partnership with Recruiting Department, training new team members and ongoing development plans for store associates.
* Building strong partnership with Clinical services.
* Analyze daily/weekly/monthly/quarterly reports to ensure all staff members are achieving desired goals.
* Communicates effectively and builds a strong partnership with the Support Center and Human Resources
* Ensure proper lab production so that Now Service and Ready When Promised are achieved.
* Execute simple customer repairs, assemble lenses into frames and edge stock lenses to expedite delivery of eyeglasses, and ensure customer orders are delivered accurately and on time.
* Ensure brand standards are met in the lab area, and notify management of equipment malfunctions, incomplete orders, incorrect lenses, etc.
* Keep track of delivery time commitments to patients (Now Service, Ready When Promised) to ensure 100% compliance.
* Other duties as assigned and required.
Key Qualifications
* You have demonstrated leadership ability with at least one year of experience in a fast paced retail environment
* You have experience planning and implementing sales strategies, as well as directing a sales team
* You have the ability to multitask, prioritize and be flexible with changing business needs in a team environment
* You have the skills necessary to communicate effectively with a diverse group of people
Are you the perfect fit?
* Do you share our vision of modernizing eye care for all people and making eye care easy?
* Do you have a high school diploma or equivalent required?
* Are you passionate about outstanding customer/patient care and eager to share that passion with others?
* Do you have a strong interest in learning, embracing and fostering innovation among your team?
* Are you consistently promoting high work standards while empowering others to have an entrepreneurial mentality with our company?
* Do you have schedule flexibility? Work hours will be determined based on business needs
* Are you knowledgeable about MS Word, Google Docs, etc?
* Optical experience is a plus
Now Optics d/b/a Stanton Optical Brand is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at our company are based on business needs, job requirements and individual qualifications, without regard to actual or perceived race, color, religion, sex (including pregnancy), national origin, age, disability or certain classifications based on genetic information, or any other characteristic protected by federal, state, or local laws, regulations or ordinances.
If you have a disability and believe you need a reasonable accommodation to search for a job opening or apply for a position, email ******************************** with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
Commercial Banking Relationship Manager - East Texas
Relationship manager job in Tyler, TX
Summary Primarily responsible for providing leadership and managing the daily activities of Commercial Relationship Bankers, Commercial Portfolio Managers, Commercial Loan Assistants, Treasury Management Officers and/or other related sales and support personnel in the Region. Secondarily responsible for soliciting, negotiating, underwriting, approving, closing and administering large, complex commercial, consumer, energy and/or mortgage loans in compliance with organizational policies/procedures, and state and federal lending laws/regulations to provide maximum profitability to the bank with a minimum of risk. In addition, responsible for developing and retaining depository relationships associated with the lending relationships, which meet established requirements and provide maximum profitability to the bank with a minimum of risk by performing the following duties.
Duties and Responsibilities include the following.
Promotes team building and lender competency through role modeling, consensus building, effective communication, sharing best practices and routinely reviewing department activity and results.
Coaches and mentors staff to adhere to Origin Bank culture.
Develops staff skills by identifying training needs and providing access to appropriate internal and external training resources.
Development, implementation and administration of annual plan and incentive goals working in conjunction with the Regional/State President.
Performs employee evaluations; recommends salary increases, disciplinary actions, and employee discharges.
Identifies, recruits and hires qualified staff.
Supports the lenders in their business development efforts by making joint sales calls and advising on loan and relationship structure and pricing.
Supports the lenders in the administration of Origin Bank loan policy and procedures.
Monitors team and individual asset quality and regulatory compliance.
Develops new business by contacting prospects and customers.
Interviews loan applicants, collects financial and related data, and analyzes related data to determine the general creditworthiness of the prospect, as well as the merits of the specific loan request.
Establishes and negotiates, when necessary, the terms under which credit will be extended, including the costs, repayment method, payment schedule, and collateral requirements.
Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets.
Follows up on specific leads offering business development opportunities, promoting bank services, placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting in an effort to build diverse and profitable banking relationships.
Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
Promotes bank services and products to improve client awareness and strengthen community knowledge of Origin's products.
Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank.
Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training.
Takes responsibility for special projects as assigned.
Make budget recommendations regarding department needs.
Recommends changes and new procedures to eliminate weaknesses in practices and procedures.
Initiates changes in the basic organization structure to accomplish objectives developed with the Regional President. Implements new work procedures and systems to accomplish bank objectives more efficiently.
Supervisory Responsibilities
Directly supervises Commercial Relationship Bankers, Loan Assistants, Market Relationship Bankers and/or Treasury Management staff as assigned. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Generates creative solutions; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
Project Management - Coordinates and completes projects on time and budget.
Interpersonal Skills/Customer Service - Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments.
Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Delegation and Change Management - Delegates work assignments; Prepares and supports those affected by change.
Leadership and Managing People - Inspires others to perform well; Gives recognition to others; Includes staff in planning, decision-making, facilitating & process improvement; Provides regular performance feedback.
Business Acumen and Cost Consciousness - Understands business implications of decisions; Demonstrates knowledge of market and competition; Works within approved budget.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Strategic Thinking - Adapts strategy to changing conditions; Analyzes market and competition.
Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Attendance/Punctuality and Dependability - Arrives at meetings and appointments on time; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of ten years strong performance in client relations in commercial banking with an emphasis on energy lending, investments, or sales arenas, preferably within roles of increasing responsibilities. In addition, minimum five years management experience preferably in managing lenders. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyAccount Manager - State Farm Agent Team Member
Relationship manager job in Grand Saline, TX
Job DescriptionBenefits:
Health insurance
Paid time off
401(k) matching
Dental insurance
Opportunity for advancement
Training & development
Vision insurance
Competitive salary
ROLE DESCRIPTION:
As an Account Manager - State Farm Agent Team Member for Toni Threadgill - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Group medical insurance
401(k) matching
Health benefits
Growth potential/opportunities for advancement within my agency