Relationship manager jobs in Washington

About Us We're a fast-growing pet wellness company revolutionizing premium pet food and supplies, trusted by 500K+ households across North America. As we scale into mass-market channels, we are seeking a channel-savvy Sales Manager with deep relationships in US/Canada's Food, Drugs, and Mass (FDM) retail ecosystems-particularly Walmart, Costco, Target, Fred Meyer, Walgreens, and regional grocers. Your mission: unlock exponential growth by leveraging your network, crafting tailored strategies, and driving category-leading partnerships. Key Responsibilities: Channel Strategy & Execution Own end-to-end sales for FDM channels (Walmart, Costco, etc.), developing go-to-market plans that align with retailer priorities (e.g., holiday campaigns, brand pitches, shelf optimization). Negotiate distribution, pricing, and promotional terms, ensuring profitability while meeting retailer KPIs. Partner with product teams to curate channel-specific assortments and lead new item launches Relationships & Resource Leverage Leverage existing C-suite/merchandising contacts at target retailers to accelerate partnerships Cultivate long-term loyalty through proactive account management: quarterly business reviews (QBRs), joint marketing initiatives (e.g., in-store demos), and crisis resolution (e.g., supply chain disruptions). Identify whitespace opportunities and pilot test new formats (e.g., co-branded vet clinics). Data-Driven Performance Track sales trends via retailer POS data and CRM (HubSpot), adjusting strategies to outpace competitors. Forecast quarterly/annual targets, ensuring attainment through pipeline management and distributor oversight. Team Leadership & Collaboration Partner with marketing on shopper insights and supply chain on inventory resilience. What You Bring Channel Mastery: 7+ years in FDM sales, with proven success landing/expanding accounts like Walmart, Costco, or Target Pet Passion: Deep understanding of pet food/drug trends (e.g., functional ingredients, holistic wellness) and a track record of translating shopper insights into shelf wins. Network & Negotiation: Existing relationships with decision-makers at 2+ target retailers (e.g., Walmart's pet category lead, Costco's West Coast buyer). Strategic Agility: Ability to pivot quickly-e.g., shifting from Costco's club packs to Walgreens' grab-and-go pouches during a recession. Bonus Points Built a pet brand's FDM presence from $0 to $10M+ in revenue. Familiarity with retailer-specific programs (e.g., Walmart's Spark Delivery, Costco's Roadshow Events). HICC America Corp. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, color, religion, sex, sexual orientation, gender identity, national origin or age. HICC America Corp. has adopted a drug-free workplace policy. Working under the influence of drugs or alcohol is not permitted. Any employment offer from HICC America Corp. is contingent upon the candidate having and maintaining a valid U.S. Work Authorization status throughout employment.

PLEASE NOTE YOU MUST LIVE IN THE DC, MARYLAND, or VIRGINIA market to be eligibile for this role At SOL Mental Health, we're not just building another clinical practice-we're redefining what's possible in mental healthcare, and that starts with exceptional people like you. As an early-phase organization with ambitious goals, we offer something rare: the chance to truly own your function and make a lasting impact on an industry that desperately needs innovation. Your Contributions Matter Here We understand that exceptional mental healthcare requires more than just talented clinicians. It demands a foundation of operational excellence, innovative thinking, and robust support systems-areas where your expertise becomes invaluable. At SOL, you'll find: · True ownership opportunities in a growing organization where your ideas can become organizational standards · Direct access to passionate executive leadership committed to building both an exceptional service and an exceptional workplace · Career development pathways that evolve as we grow, with opportunities emerging faster than in established organizations · Cross-functional collaboration that exposes you to multiple aspects of healthcare innovation and practice management Why Building Something New Matters Building a leading mental health practice is challenging-we don't pretend otherwise. But when passionate professionals unite under a common mission, exceptional things happen. Your contributions at SOL won't disappear into the machinery of a large organization; they'll visibly shape our practices, culture, and success. We're looking for a driven and relationship-oriented Provider Partnerships Manager to accelerate SOL's growth through high-impact provider and group partnerships. In this role, you'll build and expand relationships across mid-market and enterprise healthcare organizations, helping connect patients to the mental health care they need. You'll manage a dynamic territory of 100-200 accounts, conduct on-site and virtual meetings with provider groups, and drive integrations that lead to measurable referral growth. This is a great fit for someone who thrives in a fast-paced, mission-driven environment and enjoys combining strategy, analytics, and relationship-building to make a tangible impact. This position will be a remote role in the DMV Metro Market - in the field 4-5 days/week Qualifications: 1-3 years of experience in health systems or EMR sales, with a proven track record of generating leads, closing complex partnerships, and achieving 100%+ of sales targets Inside or outside sales experience selling directly to doctors/practices Relationship driven Passion for mental health access and improving whole person outcomes Excels in the field 4-5 days/week (based remotely) Proficiency with Salesforce for terrirory management, pipeline tracking, CRM integrations and advanced features like Einstein Analytics or Salesforce Maps Strategic thinker with a consultative sales approach Key Responsibilities: Conduct 35-50 face-to-face contacts per week with mid-market (10-49 providers) and large/executive accounts (50+ providers), delivering tailored pitches that highlight SOL's value (e.g., seamless referrals, improved outcomes) Activate 5 groups and 20 providers per month through integrations like EHR setups, bidirectional data flows, and marketing kit distributions, securing 3-5 referrals per provider/group per month for 100+ appointments Build and maintain enterprise relationships by mapping accounts to parent systems and negotiating partnerships aligned with value-based care or ACO goals, fostering scalable referral streams Manage a pipeline of 100-200 active accounts, prioritized by opportunity scoring in Salesforce workbooks, and leverage PowerBI for trend analysis (e.g., heatmaps, predictive referral ramps) to optimize territory performance Collaborate with Provider Development Representatives for lead handoffs, document best practices for a plug-and-play partnership model, and contribute to workflow refinements like referral data capture to ensure closed-loop feedback Up to $150,000 annually: base salary starting at $75,000, plus up to $75,000 in commission potential - with uncapped earning opportunities as you grow and exceed goals. We do things differently at SOL. Our values guide everything we do: ❤️ We lead with heart 💡 We look for good in others 💪 We strengthen each other 🏆 We strive for excellence 🚀 We break new ground If you're looking for a team that values your expertise, supports your growth, and empowers you to make an impact, we'd love to connect. Join us in shaping the future of mental health care. At SOL Mental Health, we believe that diversity and inclusion are essential to fulfilling our mission. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute. We actively seek candidates from diverse backgrounds and experiences, and we ensure equitable hiring practices throughout our recruitment process. SOL Mental Health is proud to be an equal opportunity employer and encourages applicants from all walks of life to apply. Ready to lead the charge? Apply today and help us build a brighter future for mental health!

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail Underwrite loan requests within the parameters of the Bank's policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval Manage and service assigned loan portfolio Ensure that all required documentation is in file for all loans and deposits Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available Price each loan and deposit product according to current Bank pricing guidelines Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations Demonstrate a commitment to fair lending practices Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations Resolve client problems and assists with general inquiries Provide superior service to existing clients Builds and maintains a positive working relationship with COI's and others in the community to enhance the Bank's image and reputation in the marketplace Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SKILLS Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary. Qualifications, Education, and Certification Requirements Education: A Bachelor's degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset. Experience: Minimum of 10+ years commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. TRAVEL This position may require some travel from time to time. Equal Opportunity Employer, including disabled/veterans. Equal Opportunity Employer, including disabled/veterans.

Relationship Manager: Summary/Objective: To develop new businesses, maintain a sound loan portfolio and assist the department head in various operations of the department. Essential Functions: Establishes and maintains business entities and individual customer relationships, specially in the field of commercial real estate loan, and provides good services to meet the bank's business goals and objectives including but not limited to loans, deposits, client accounts. Assists applicants requesting loans by analyzing the customer, interpreting the request, identifying the risk factors, performing a risk assessment, and providing a summary and recommendation in the processing system. Perform financial analysis and make recommendations on new and existing credits and exposures. Perform due diligence on loan applications and collateral property and prepare credit memo for initial review. File loan documentation that must be compiled with bank's policy and procedures as well as Washington State Laws and Regulations Work with internal department to ensure business processing and meet clients' need Maintain good quality of bank products by close after-funding monitoring, ensure loan assets meet bank credit and risk requirement, prevent late and defer loan payment Collect and analyze financial data on potential clients, competitors and the market place and consolidate information into actionable items, reports and presentations. Participates and attends various social and community functions and in special projects as required. Perform additional duties as directed. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: Strong abilities of communication and relationship management of clients. Knowledge of finance/accounting to evaluate tax returns, financial statements, projections and cash flows. Thorough understanding of appraisal reports , environmental reports, construction contacts and mechanics' liens. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives. Strategic Thinking - Develops strategies to achieve organizational goals; Analyzes market and competition Required Education and Experience: Bachelor's degree (B. A. or B. S.) from a four-year college or university. More than five years of related experience of Commercial real estate loans in the Seattle market. Language/Communication Skills: Written and spoken English at proficiency level. Ability to read, analyze, and interpret general business periodicals, professional journals, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, clients, and customers. Ability to speak and write Chinese is a strong plus.

The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and can thrive in a dynamic, team-focused environment delivering against business goals. Minimum Qualifications * Advanced experience structuring and manipulating raw data into datasets for analysis * Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights * Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases * Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team * Demonstrated track record driving a book of business, increasing revenue and business performance * Experience delivering insights to both technical and non-technical audiences * Experience working with cross-functional teams * Experience influencing C-level executives and clients * Experience navigating ambiguity with agility to effectively lead complex and changing priorities * Proven understanding of the technology landscape * 8+ years of experience with online advertising/online media * Bachelor Degree Preferred Qualifications * Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS * Knowledge and experience with data querying (e.g., SQL, advanced excel/GSheet) * Experience with business case modeling and market/opportunity sizing * Experience with Meta's full suite of advertising solutions * Experience working cross-functionally with Product teams to improve products features and functionalities Responsibilities * Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners * Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) * Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies * Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth * Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders * Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations * Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership * Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments * Oversee account operations (e.g. troubleshooting issues, account set up, etc.) * Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams * Travel as needed About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.

Full-time Description Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary Seattle Bank's Relationship Manager (RM) position is responsible for managing and growing a portfolio of private and commercial banking clients by taking a holistic view of the borrowers' profile and delivering tailored financial solutions. The RM will manage existing and new relationships - collaborating closely with our business development leaders on new opportunities, running with clients and partner referrals, and developing their own referral network. This role involves building strong relationships with clients, understanding their financial needs, structuring credit requests, and driving documentation and negotiations. The position will work closely and collaboratively with other Relationship Managers, Credit Administration, and others to deliver a personalized experience. This position is based in our downtown Seattle office and requires full-time, in-person work. Essential Duties Client Relationship Management Develop and maintain strong relationships with existing and prospective clients, by serving as the primary point of contact and ensuring high levels of service and satisfaction. Take care of clients by responding quickly, clarifying expectations in advance, confirming objectives have been met, and following up to ensure resolution and retention. Credit and Lending Solutions Structure, negotiate, and present proposals that identify, quantify, and mitigate key risks and provide appropriate analyses and support for recommendations. Analyze financial statements, credit reports, and other relevant data to assess creditworthiness. Business Development Identify and pursue new business opportunities within the commercial sector. Attend networking events, industry conferences, and community engagements to promote the bank's services. Portfolio Management Monitor loan performance and proactively manage risk within the portfolio. Ensure compliance with internal policies and regulatory requirements. Cross-functional Collaboration Collaborate with credit analysts to ensure timely and accurate processing, and operations and treasury teams to deliver comprehensive, personalized solutions. Communicate and work effectively with internal stakeholders to achieve common goals and shared success. Requirements Bachelor's degree or equivalent experience. Higher education is preferred. 5+ years' experience in private or commercial banking, or wealth management. 3+ years' experience as relationship or portfolio manager. Understanding of credit analysis, loan structuring, and financial products and services. Experience with commercial credit underwriting, including term, revolving and transactional credits. Familiarity with real estate and other secured financing. Strong work ethic and sense of urgency. Motivated by high goals and driven to solve problems to get deals done. Strong written and verbal communication skills. Able to effectively present information and respond to questions from customers, internal stakeholders, and others. Demonstrated ability to work independently and as a team player. Motivated to achieve individual and shared goals. High energy but cool under pressure, with a strong point of view and low ego. Able to manage multiple clients, tasks and projects effectively. Well organized, and attentive to details and deadlines. Proficient with PowerPoint and Excel, and able to quickly learn other relevant business systems. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation - 3 Weeks Sick Time - 1 hour per 40 hours worked Holidays - 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. Salary Description $120,000 - $160,000 per year

Job DescriptionDescription: Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah, and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customers in finding creative financial solutions that work. To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and lead the whole team to deliver successful financial solutions. Job Overview The Relationship Manager (RM) leads the development and maintenance of a loan portfolio, leveraging deep banking experience to ensure customer satisfaction. They are a master at identifying customer needs, analyzing financial data, and creating original financial solutions meeting the client's goals. They create new business by developing trusted customer relationships which nurture referrals, and engaging persistently in business development. They are a team leader, working across internal organizations to help others perform their role effectively and to the client's benefit. Salary: $120,000 - $170,000 DOE Requirements: Essential Duties & Responsibilities Being a Relationship Manager means providing the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's mission, vision, core values and customer service standards. Do you have the experience and know-how to creatively develop and expand customer relationships? Take the time to understand the client's business, industry and leadership Clearly identify financial outcomes that enhance the client's success Develop financial solutions that are creative, sound and effective. Ensure every deal is executed with high quality, quickly and fairly: Interview potential clients and accept credit applications Review applications and credit histories Review and analyze credit reports and financial information Evaluate existing and projected company cash flow Determine value of collateral; review independent appraisal reports Approve or reject credit applications within bank standards Prepare detailed loan presentations on new credit applications Monitor loan documentation and processing Frequently engage with customers, persistently assess client needs and offer solutions Identify potential gaps in service and products, and communicate internally to identify opportunities for growth as well as competitive differentiation Communicate with bank management about overall portfolio health, opportunity for growth, retention risks Follow through on agreements by monitoring loans through periodic reviews and documentation Review maturing loans, loan extensions and construction draws Resolve customer payment issues Properly maintain credit files including file memos updating the status of the client relationship Work proactively and independently to develop new sources of businesses Leverage market insight to target and engage potential customers Respond to inquiries regarding business and consumer credit and deposit products Effectively represent Northwest Bank products and solutions. Minimum Qualifications Relevant undergraduate degree or equivalent experience Minimum 5 years of experience in commercial lending Proven business development skills Thorough knowledge of credit services and other banking services Thorough knowledge of lending policies and procedures Thorough knowledge of business cash flow Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software Effective oral and written communication skills Salary $120,000 - $170,000 DOE Benefits Northwest Bank also offers a competitive benefits package with a wide range of offerings, including: Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner. Short-Term Disability, Long-Term Disability and Life Insurance. Employee Assistance Program. Retirement Plans: 401k. Paid Time Off: Employees accrue 21 days of paid time off annually with increases at five years of service. Holidays: We observe 11 paid holidays per year. ORCA Card: All full-time employees will receive an ORCA card at no cost. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.

The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Other related duties as assigned. Qualifications: 18 months Financial institution experience with prior loan experience and reaching service and performance goals. Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO - loans decisioning system). Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel. Proven ability to garner business Excellent verbal and written communication skills in person and over the phone. Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs. Member service and organizational skills Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature. Willingness to make a difference Personable and professional Coaching/Mentoring skills 24 months Financial institution experience with prior loan experience and reaching service and performance goals preferred. Proven ability to generate business while participating in community business development preferred. Education: Successful completion of all compliance related coursework NMLS registered Notary Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place

Seattle Washington Exp 5-7 yrs Deg Bachelors Relo Bonus Occasional Travel Job Description Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex relationships including direct lending, smaller club-deals or agented syndicated facilities, and/or complex participation bought relationships. This position is the mid-level of the Relationship Manager job family. Position Accountabilities Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group. Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks. Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee. Works with loan administration in the review and negotiation of loan documents Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio. Performs other job duties as assigned. Qualifications Job Specification Education Required Education or Equivalent Experience High School Diploma or GED Bachelor's Degree in Business or Finance Master's/Advanced Degree in Business or Finance Preferred Required Experience Five or more years of directly related experience Administrative/Technical Skills/ Other Information Solid understanding of underwriting and analysis for companies of all sizes and complexities. Strong comfort and familiarity with use and application of commercial lending principles. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

**Level: Associate Director** **About the Role -** We are seeking an experienced Client Relationship Manager (CRM) to join our Communications, Media, and Technology (CMT) team, focused on driving growth with strategic high-tech clients in the Seattle area. **This role is ideal for someone with prior experience selling into Microsoft, strong knowledge of AI-driven solutions** , and the ability to quickly build a book of business leveraging existing relationships and industry expertise. As a CRM, you will act as a business owner for assigned accounts, partnering closely with the Client Partner and delivery teams to ensure exceptional client satisfaction and profitable growth. You will be accountable for the client P&L, driving revenue, margin, and retention while positioning Cognizant as a trusted advisor. **In this role, you will:** + **Leverage prior Microsoft experience and contacts** to accelerate business development and establish a strong pipeline of opportunities. + Balance sales and delivery responsibilities, ensuring high-quality execution while driving strategies for account penetration and cross-selling Cognizant's emerging services, including **AI-based technologies** . + Drive profitable growth through identifying and closing new, renewal, and expansion opportunities. + Understand client business priorities and align Cognizant's solutions to deliver measurable outcomes, particularly in AI, automation, and data-driven transformation. + Build and maintain relationships across multiple levels within client organizations, including executive stakeholders. + Collaborate with Cognizant service lines and innovation teams to develop and execute account strategies. + Lead proposal development, deal reviews, and executive summaries for large opportunities. + Identify and leverage strategic partnerships and alliances to expand account footprint. + Manage end-to-end account operations, including forecasting, budgeting, and overall P&L accountability. **Certifications Required** · Prior certification on sales programs such as **'Holden'** or **'Miller Heiman'** is good to have. Recent certification in Cloud and AI (Basic) would be good to have. **Other Skills and Experience** + **15+ years of experience** in client-facing or account leadership roles within IT professional services or consulting. + Proven success in **selling into Microsoft or similar large technology enterprises** , with strong knowledge of their ecosystem and procurement processes. + Must possess a minimum of 5 years of experience in selling to Microsoft + Ability to **quickly build a book of business leveraging prior contacts and relationships** . + Experience managing $10M+ P&L and driving measurable revenue/profit growth. + Strong understanding of technology trends, including **AI, machine learning, and automation solutions** . + Demonstrated ability to **sell AI-based technologies and articulate business value of AI-driven transformation** . + Track record of closing large managed services deals (multi-million $, multi-year contracts). + Exceptional relationship-building skills and executive presence. + Ability to navigate complex organizations and influence through content and confidence. + Experience leading diverse teams and collaborating in a multi-cultural environment. **Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.** The annual Base salary for this position is between $160,000 - $180,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan **Disclaimer:** Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. While our system allows application in all languages, job required language(s) and proficiency level(s) vary. However, basic English proficiency is required for Company-wide communications purposes **The Cognizant community:** We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. + Cognizant is a global community with more than 300,000 associates around the world. + We don't just dream of a better way - we make it happen. + We look after our people, clients, company, communities and climate by doing what's right. + We cultivate an innovative environment where you can build the career path that's right for you. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Tacoma, WA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family. Ready to build something that's yours-forever? At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally). This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever. What You'll Do Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory Develop a book of business through new client acquisition Manage and grow the accounts you open-these are yours to keep Offer solutions with our products in packaging, automation, janitorial, safety, and beyond Represent the Ernest brand with professionalism and personality What You'll Get Uncapped earnings: Base salary + commission + bonuses + car allowance Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best. Benefits: Medical, dental, vision, 401(k), PTO Culture that clicks: Fun, supportive, driven-we root for each other Legacy with lift: 75+ years of innovation, and we're still growing What We're Looking For Passion for sales and relationship-building Previous experience in outside sales Hunter mentality with a knack for face-to-face engagement Resilience, positivity, and an entrepreneurial gritty spirit We're not your typical company-and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest. Wanna see what makes us awesome? Hit play on our latest videos: Newest Company Video with Keanu Reeves! Watch us make a cardboard skateboard with Tony Hawk! Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. Our innovative team is passionate about IT infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Manager who embodies our core values: * Teamwork: We achieve our goals collaboratively. * Growth Mindset: We are focused on continuous improvement for our team members and our clients. * Integrity: We operate with transparency and prioritize the needs of our clients. * Ownership: We take responsibility for our work and ensure commitments are fulfilled. At FusionTek, we believe strong client relationships are the foundation of our success. We're looking for a Client Relationship Manager who thrives on building trust, solving problems, and driving growth. In this role, you'll be the primary advocate for your clients, ensuring they receive exceptional service and support while helping identify opportunities for expansion. This role is primarily remote, with occasional travel for client meetings or events required. Candidates must be located in the greater Seattle area and have reliable high-speed internet access. Here's what you'll be doing: * Serve as the go-to partner for your portfolio of clients, managing technical configurations and ensuring smooth service delivery. * Build and maintain long-term relationships that foster loyalty and encourage contract renewals. * Collaborate with sales and leadership to uncover growth opportunities and expand client accounts. * Monitor account health, proactively addressing risks and resolving recurring issues. * Act as the voice of the client, sharing feedback with internal teams to improve service quality. A Typical Week Might Include: * Participating in weekly L10 team meetings. * Assessing the status of at-risk clients and developing action plans. * Reviewing case studies and collaborating with teams to implement solutions. * Updating client documentation and account records. * Coordinating with Project Managers on ongoing initiatives. * Conducting onsite or virtual client visits. * Identifying and resolving client issues quickly and effectively. * Sharing client feedback with internal teams to enhance service quality.

About Mackenzie Search Group Great talent is both rare and valued... the ability to recognize great talent is even more rare! The Mackenzie Search Group knows how to position US & International companies for success, from Start-Up Ventures to Small & Medium size organizations to Multi-Divisional International Conglomerates, and builds companies with their most important asset. Talent, with a strict focus in these niche areas: LifeSciences (Pharmaceutical, Scientific, Medical Device, Diagnostics, Biotech, Research, Lab) HealthCare (Executives, Physicians, Pharmacists, Nurses, Assisted Living, LTC, PT, OT, Speech), Information Technology,Consulting, Homeland Security, Clean Technology, Energy, B2B, Manufacturing, Engineering, Six Sigma/Lean, Finance/Accounting, Sales, and Marketing, Mobile Technology and Social Media. With a National Network and Stable of Recruiters (and over 500 years of experience on our team) that specialize in Niche Industries, Mackenzie can assist and manage your Recruitment needs throughout North America Growing Strong Companies with the very best talent from the C-suite to the Field & on both the Business Operations & Manufacturing sides of an organization, is what Principals and Consultants at Mackenzie Search know best, are most passionate about, and have done since 1992. Just ask our Client references and LinkedIn recommendations, they can tell the story better than we can. Job Description Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Qualifications Qualifications College degree or equivalent work experience. A minimum of 6 years commercial lending experience. Proficient computer skills. Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures. Additional Information COMPETITIVE BASE SALARY

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-05 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in Bellevue, WA area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in Bellevue, WA and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Bellevue, WA: $150,000.00 - $150,000.00 / year

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Reports To: Client Service Team Leader Duties and Responsibilities: Serve as the first point of contact for clients, providing prompt and professional service. Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assist with gathering underwriting information and preparing submission materials. Maintain strong carrier relationships to secure competitive quotes and solutions for clients. Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system. Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately. Qualifications 1-2 years of experience in insurance, customer service, or a related field preferred. Basic understanding of Property & Casualty and/or Life & Health insurance concepts. Strong interpersonal and communication skills, both written and verbal. Proven ability to manage multiple tasks and priorities in a deadline-driven environment. Familiarity with AMS360 or similar agency management systems is a plus. Must be detail-oriented with strong organizational skills. Active state-issued Insurance license (P&C and/or L&H) required. Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-05 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards. InfoResumeEdge is the worlds first platform offering completely free access to both job seekers and recruiters. By setting up your profile, you unlock global exposure, dramatically increasing your chances of being hired quicklywhether for remote or on-site positions. Start building your professional profile today and connect with leading career opportunities across the globe. Key Responsibilities: Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth. Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits. Identify new business opportunities through market research, networking, and referrals. Provide excellent service and act as the primary point of contact for business clients. Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures. Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests. Maintain knowledge of industry trends, competitors, and regulatory requirements. Ensure adherence to internal policies, risk management standards, and compliance requirements. Qualifications: Bachelors degree in Finance, Business, Economics, or related field (MBA preferred). 37 years of experience in business banking, commercial banking, or financial services. Proven track record of meeting or exceeding sales and client satisfaction targets. Strong understanding of credit underwriting, financial analysis, and loan structuring. Excellent communication, interpersonal, and negotiation skills. Proficiency in CRM tools and banking software. Key Competencies: Relationship management Strategic thinking and sales acumen Financial analysis and credit risk assessment Customer-centric approach Problem-solving and decision-making Team collaboration and coordination