Relationship manager jobs in West Haven, CT

CANDIDATE MUST BE LOCATED IN HARTFORD, CT OR THE SURROUNDING AREAS The Compliance Account Manager (CAM) is a field-based role responsible for managing compliance performance, strengthening hospital relationships, and driving the successful execution of the RepScrubs Compliance Improvement Plan (CIP) across a designated U.S. region. CAMs serve as the primary compliance partner for hospitals, national vendor teams, corporate accounts, and internal stakeholders. This role ensures consistent onboarding, behavioral improvement, vendor visibility, and operational alignment across facilities nationwide. The CAM helps protect existing business, drive expansion within health systems, and supports Sales with regional insights and reference-building. Key Responsibilities: · Lead Compliance Performance: Monitor, analyze, and improve compliance trends across assigned hospitals and health systems, using the RepScrubs Compliance Improvement Plan (CIP). · Strengthen Hospital Partnerships: Serve as the primary account liaison for hospital leadership, ensuring consistent communication, alignment, and satisfaction. · Drive Vendor Behavior Improvement: Support vendor teams with education, onboarding, and corrective action to improve compliance, visibility, and adherence to hospital requirements. · Support Vendor Corporate Teams: Collaborate with major vendor partners in designated area to ensure vendor participation, accurate data collection, compliance tracking, and engagement at all RepScrubs locations in the region. · Execute Field-Based Engagement: Conduct facility visits, compliance education, and performance reviews; identify risks, opportunities, and areas for operational refinement. · Deliver Reporting & Insights: Present compliance trends, root-cause analyses, and recommendations to hospitals, health systems, and internal leadership. · Partner with Sales & Growth Initiatives: Provide regional intelligence, success metrics, and reference-building to support Sales in renewals, expansions, and new opportunities. · Ensure Operational Alignment: Coordinate with Customer Service, Operations, IT/Dev, Sales, and Compliance teams to resolve issues quickly and maintain seamless customer experience. · Protect and Expand Business: Identify gaps in compliance, escalate risks early, and implement mitigation plans that strengthen partnerships and support long-term retention. · Champion RepScrubs Culture & Standards: Maintain excellence in communication, documentation, professionalism, and customer advocacy across all interactions. Qualifications: · 3-5+ years of experience in account management, client success, healthcare operations, or a similar customer-facing role. · Experience working with hospitals, clinical teams, or healthcare vendors is strongly preferred. · Strong interpersonal skills with the ability to build trust and maintain long-term relationships. · Excellent written and verbal communication skills, with confidence presenting to executive teams. · Proven ability to interpret data, identify trends, and translate insights into actionable recommendations. · Proficiency in Excel and data-tracking tools is required; experience with CRM platforms and reporting tools (PowerBI preferred). · Strong organizational skills with the ability to manage multiple accounts, priorities, and deadlines. · Demonstrated ability to resolve issues quickly and manage escalations professionally. · Self-directed and highly reliable, with the ability to work independently in a field-based environment. · Experience supporting process improvement or operational optimization initiatives. · Ability to coordinate and communicate effectively across internal teams · Personable, customer-focused, and able to navigate sensitive conversations with diplomacy and professionalism. · High level of discretion, judgment, and accountability. · Willingness to travel within assigned region, when required. Locations and expectations: This role is designed to be remote but requires occasional travel to the Corporate Office in Sanford, FL, as well as other locations within the designated area, on specified dates with advance notice. Benefits: · Medical · Dental · Vision · Flexible Spending Account (FSA) · Life Insurance · Roth or traditional 401(k) · NexGenEAP Wellness Program · Personal Time Off (vacation) The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Company: Landscapes by Jeffco, Inc. About Us: Landscapes by Jeffco is a family-owned landscape firm specializing in high-end residential design, build & maintenance along with comprehensive lawn & plant health programs. We take pride in craftsmanship, client relationships and horticultural excellence across all divisions. After 40 years in business, our slogan, 'Our Bottom Line is Quality,' continues to set us apart. Position Overview: We are seeking a motivated horticultural professional who is ready to spearhead a dynamic role within a small, fast-paced company. An ideal candidate is passionate about plant health, detail-oriented, personable and capable of managing multiple responsibilities throughout the season. Key Responsibilities: Oversee and refine our lawn and plant health care programs. Develop and implement an organic fertilization program. Support daily operations and maintain communication with clients and crew (Managing Accounts). Contribute to the continuous improvement of field practices and sustainability standards at Jeffco. Renew annual contracts & build out contract proposals. Other tasks/responsibilities as assigned. Bonus: ability to plan and execute seasonal display installations. Qualifications: Degree or coursework in horticulture, environmental science, or related fields. 2+ years of professional landscape experience. Strong understanding and interest in turf and ornamental plant care. Capable of field management and hands-on work. Detail-oriented communicator with leadership potential. Clean record. Bonus: Spanish speaking. Compensation & Growth: Competitive pay based on experience. Paid time off. Medical insurance. Company phone & vehicle. Retirement plans. Supportive work environment emphasizing continued education and autonomy. Please apply via LinkedIn or reach out to Jeff II at ****************************** with a brief introduction and your resume. We look forward to connecting!

Our client is a leading service company that provides fire protection and safety services to commercial and industrial clients across the region. The company generates $25M+ in revenue and is on a fast growth trajectory toward $100M in the next few years, including expansion into new states! We're looking to hire an experienced Sales Manager to lead and scale the outside and inside sales teams, implement strong processes, and drive revenue growth. Highlights: Build and lead a high-performing sales team Seat at the management table Cross-functional collaboration across three business units Resources are available- scale and experiment without limits Strong Compensation Package - tailored to you! Office in Cheshire, CT (3+ days per week in-office) with hybrid flexibility Responsibilities: Hire, train, and manage outside sales reps ($600k-$800k each in recurring revenue) Drive cross-sells and upsells across 4,500+ customers Implement CRM, refine processes, and set team goals Support territory expansion and acquisitions Hands-on ride-alongs Qualifications: 5-10+ years sales management Experience in transactional/volume sales environments Strong process and tech skills (CRM, ERP, workflow management) Service-based, recurring revenue sales experience Must have a "Roll-up-your-sleeves" mentality Comfortable with both strategy and hands-on execution

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work location: Rye Brook, NY Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications. Role Summary: Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products. Key Skills: * Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client. * Communication - strong verbal and written skills * Multi-tasking - staying on top of multiple priorities with varying deadlines. * Process orientation - being able to adhere to the bank's policies and processes for task completion. * Being proactive - taking initiative and responsibility to resolve client problems under limited supervision. Technology Strengths: * Microsoft Outlook: primary communication method for internal and external clients * Microsoft Word: drafting customer correspondence or memos * Microsoft Excel: creating or updating client statements. * Salesforce and nCino knowledge are a plus. Must-Haves: * At least 6 years banking experience - preferably in a business/commercial banking or private client setting * A "can-do" attitude * The desire to learn and grow in a fast-moving organization. * The ability to occasionally travel to different work locations and client locations. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Description: Relationship Manager, Trust Investment Solutions Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements: Qualifications: · Bachelor's degree · 5-10+ years of relationship management experience in the financial services industry · Extensive investment knowledge · Strong time management and organization skills · Excellent communication skills - interpersonal, verbal and written · Strong work ethic - honest, reliable and disciplined · Willingness to travel; Core hours are standard · Proficient in Microsoft Office and CRM-related software Work Schedule Expectations: 1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.). Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters. 2. The role requires periodic travel to client sites, referral partners, and company offices. 3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events. 4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation. Firm Description: Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at *********************** to learn more about the firm, our team and our services.

Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $208k to $248k. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT. Salary + bonus $60-85k, +15% commission. This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position. You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide. This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM. They are employed owned since 2003, innovative and named one of the "Best Places to Work in FinTech" by American Banker in 2024. This job will be based in one of the firms' offices in Northern Fairfield County Salary & bonus dependent on experience. Superb benefits and flexible schedule Requirements: Bachelor's degree: Economics or Finance a plus Must be willing to travel to and be based out their Northern Fairfield County office Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus Must be articulate, polished, and able to present to senior stakeholders Willingness to travel to clients once per month.

Job Title: Branch Relationship Manager (Bi-Lingual) Summary: The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus. Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition. Branch and Personal Sales Performance Goals/Reporting Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs. Assist in outside sales calls on local businesses as needed. Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals Review and monitor referrals in CRM and Excel Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance Prepare and implement a cross-training plan with each staff member on products and services. Work with staff on making recommendations for customers by using open-ended questions. Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community Obtains appropriate approval for customer exceptions as required by the bank policy Conduct bi-weekly one-on-one meetings with each employee to assess development needs HR Management Functions Partner with Branch Support Manager and HR in the interviewing process of new hire candidates Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery Review incentive compensation for accuracy and communicate with employees on their progress Add and review team feedback and provide action plans or performance improvement plans as needed Review staffing needs to make sure branch is staffed properly during peak hours Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff Assist and support other branches for staffing as needed Team Leadership/General Management Follow all Bank policies/procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations Comply with all daily, monthly and quarterly security procedures Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc. Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team Always demonstrates Banks Core Values Assist fellow employees with enthusiasm and motivation Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same Strike a balance between individual work and delegation of assignments Service/Branch Operations Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly Assist branch employees when needed Provide on the spot customer service coaching as needed to assist team member with prof

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines High Net Worth Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR o8G1WEx2ix

Job Title Customer Manager Employment Type Full time Contract Type Permanent Shift Pattern Work Shift: Days Hours per Week 45 Salary Competitive salary plus benefits Category Store Management Closing Date 18 December 2025 At Asda, we want you to find your everything. As our Customer Manager, you'll be the champion of customer experience in store-ensuring every interaction leaves a lasting impression. You'll lead by example, coaching colleagues to deliver outstanding service, resolve issues with empathy, and promote our brand values at every opportunity. You'll take ownership of customer satisfaction, loyalty, and service standards across the store. Whether it's supporting front-end operations, managing feedback, or driving service improvements, you'll make sure our store is a place customers love to shop. What makes a brilliant Customer Manager: • Customer-obsessed: You understand what great service looks like and inspire others to deliver it. • Brand ambassador: You promote our values and ensure every customer interaction reflects our brand promise. • Empathetic leader: You support your team to handle customer queries confidently and professionally. • Service-focused: You monitor service standards, respond to feedback, and drive continuous improvement. • Collaborative: You work across departments to ensure a seamless customer journey. • Proactive: You identify opportunities to enhance customer experience and act on them. What you'll bring: • Experience managing or supervising in a customer-facing retail or hospitality environment. • Strong communication and people skills. • A passion for customer service and team development. • Confidence in handling customer feedback and resolving issues. • Flexibility to work a range of shifts, including weekends and evenings. Everything you'll love Alongside a competitive salary, you'll get lots of other great benefits too, including: * Colleague discount: 15% off your shopping at Asda from day 1 for you and a nominated user * Discretionary company bonus scheme * Access to an enhanced electric car scheme * Free eye test for you and your nominated user * Discounted rates and special offers on Asda services such as Mobile, Pharmacy, Opticians, Personal Loan, Pet Insurance, Travel Insurance, Travel Money, Tyres, Breakdown Cover * Stream: access to flexible pay, income tracker, financial coaching, exclusive savings account and much more * Company pension * Wellbeing: including 24/7 virtual GP, 24/7 EAP service, as well as access to free counselling, legal, mortgage, cancer and bereavement support * Asda Allies Inclusion Networks - helping colleagues to make sure everybody is included and that our differences are recognised and celebrated * Excellent parental leave policies, including maternity & adoption leave, paternity leave, shared parental leave, neonatal care leave, and support for those doing fertility treatments. * Colleague recognition programme * Special offers and discounts across a range of services and activities, from airport parking to theme parks and cinemas

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

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

Requirements Bachelor's degree in Finance, Business, or related field (preferred) 3-5+ years of experience in private, retail, or concierge banking Proven track record of client relationship management and sales performance. Excellent interpersonal, communication, and problem-solving skills. Strong understanding of financial products and services, including investments, credit, and insurance. Discretion and professionalism in handling sensitive and confidential client information Key Competencies Excellent analytical, problem-solving, and critical thinking skills Influential communicator with cross-functional leadership skills Change management and program governance expertise Strong regulatory awareness and risk acumen Benefits 401K Health Insurance Dental Insurance Vision Insurance Health Savings Account Flexible Spending Account Employee Assistance Program Paid Time Off

The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele. * Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs * Develop and maintain deep relationships with clients to understand their financial goals, preferences, and service expectations * Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges * Collaborate with internal departments * Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed * Ensure compliance with all regulatory and internal policies during client interactions and transactions * Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality * Organize exclusive client events or experiences to build loyalty and engagement Requirements * Bachelor's degree in Finance, Business, or related field (preferred) * 3-5+ years of experience in private, retail, or concierge banking * Proven track record of client relationship management and sales performance. * Excellent interpersonal, communication, and problem-solving skills. * Strong understanding of financial products and services, including investments, credit, and insurance. * Discretion and professionalism in handling sensitive and confidential client information Key Competencies * Excellent analytical, problem-solving, and critical thinking skills * Influential communicator with cross-functional leadership skills * Change management and program governance expertise * Strong regulatory awareness and risk acumen Benefits * 401K * Health Insurance * Dental Insurance * Vision Insurance * Health Savings Account * Flexible Spending Account * Employee Assistance Program * Paid Time Off

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work location: Rye Brook, NY Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications. Role Summary: Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products. Key Skills: Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client. Communication - strong verbal and written skills Multi-tasking - staying on top of multiple priorities with varying deadlines. Process orientation - being able to adhere to the bank's policies and processes for task completion. Being proactive - taking initiative and responsibility to resolve client problems under limited supervision. Technology Strengths: Microsoft Outlook: primary communication method for internal and external clients Microsoft Word: drafting customer correspondence or memos Microsoft Excel: creating or updating client statements. Salesforce and nCino knowledge are a plus. Must-Haves: At least 6 years banking experience - preferably in a business/commercial banking or private client setting A “can-do” attitude The desire to learn and grow in a fast-moving organization. The ability to occasionally travel to different work locations and client locations. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

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

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR C3HN8xqu4V