Relationship manager jobs in Weston, FL

At Orbisk, we're on a mission to create a world where food waste is a thing of the past. We combine our best-in-class AI technology with a sustainability-first mindset to help commercial kitchens reduce waste, cut costs, and operate more sustainably. We're not just a tech company; we're a trusted partner to kitchens and hospitality venues in 42+ countries, and a proud certified B-Corp. With over 4.2 million lbs of food waste already prevented, our impact is real, and it's just the beginning. With our team growing rapidly, we're looking for a Customer Success Manager to help us build the future-one that's greener, smarter, and waste-free. Let's create an impact together! 🌱 What's on the menu? On paper you'll carry the job title of Customer Success Manager. However, in the real world you get to carry the noble name of Food Waste Coach as well. Why? Because you get to lead our clients towards victory in their efforts to become champions in food waste reduction. How? By engaging with a wide range of individual locations - from hotels and restaurants to hospitals both in Spain and globally - as a trusted consultant on food waste reduction, you'll build a highly diverse and dynamic portfolio. Your goal is to help our clients identify where they can improve and implement these changes. They need you to analyze patterns in their food waste, so they can achieve their set goals. Translation: You are the food waste expert that no Head Chef, F&B Manager, or GM can do without. As icing on the cake, you will have the opportunity to engage in discussions within Orbisk on how we can further optimize and continuously enhance our product. The key ingredients for success You have prior experience in a B2B client-facing role, ideally in a SaaS environment (approx. 2-4 years of relevant experience). Fluency in English is required. It is an added plus bonus if you speak Spanish! Proven experience managing enterprise accounts, particularly in post-sales or aftercare phase. Experience in the hospitality, sustainability, cruise ship or food sector is an added plus. Why join Orbisk? There are plenty of good reasons. Some are big-like making a real impact by reducing food waste and cutting CO2 and water footprints worldwide. Others are more personal-joining a fast-growing scale-up is exciting, full of opportunities, and yes, a great story to share. Plus, you'll be part of a team that's driven, innovative, and just a little adventurous. And of course, we've got some great perks to offer too: Competitive Compensation: $65,000 - $75,000 (OTE) Real impact: Reduce food waste and shrink carbon footprints-every single day. Founding opportunity: Shape the U.S. market strategy, influence our growth trajectory, and build something meaningful. Growth & learning: Work closely with the global sales team and learn from seasoned sustainability and foodservice experts. Supportive culture: Join a team that's innovative, mission-driven, and a little adventurous. A Note on Inclusion At Orbisk, diversity and equity are baked into our recipe for success. We believe that building a team of people from all walks of life helps us stay curious, connected, and creative. We encourage all people to apply-especially those who believe in sustainability, collaboration, and leading with empathy. Ready to help kitchens go zero-waste? Let's make smarter, greener choices the norm. Apply today and help bring the Orbisk mission to life in the U.S.

Important notice: currently available to those in the 35-mile radius of our office in Boca Raton, FL. Ready to lead a high-performing sales team and drive growth? Join All Star Healthcare Solutions as a Sales Manager and play a pivotal role in shaping success. You'll guide and inspire a team of talented professionals, foster strong client relationships, and deliver results that align with our core values of loyalty, trust, and long-term success. Work from All Star's brand-new headquarters at BRIC, a state-of-the-art campus featuring onsite daycare, a fitness center, and a free Tri-Rail shuttle. Plus, we've invested in Salesforce, the world's #1 CRM platform, giving you and your team powerful tools and training to maximize performance. If you're passionate about leadership and driving revenue, this is your opportunity to make an impact. Essential Duties & Responsibilities • Lead weekly meetings with Sales Consultants to review activity, progress, strategies, and achievements. • Provide coaching and mentorship to Team Captains to maximize production. • Conduct regular one-on-one and side-by-side coaching sessions to drive accountability and performance. • Recruit, interview, and train Sales Consultants to build a high-performing team. • Develop and maintain strong relationships with physicians and clients through collaboration and frequent communication. • Monitor and analyze sales processes to ensure compliance with company standards. • Source physicians nationwide using cold calling, database tools, and internet research. • Match physicians to client sites based on skill level, licensing, credentials, and regulatory requirements. • Participate in negotiations for physician placement opportunities. • Support physicians throughout the recruitment process, including offers, negotiations, relocation, and contract signing. • Maintain and expand a client database to support ongoing business development. • Achieve defined sales quotas by initiating and maintaining client relationships. • Ensure compliance with company objectives and government regulations. • Direct and support consistent implementation of company initiatives. • Perform other duties as assigned by leadership. Skills & Abilities • Strong persuasive and influential communication skills (verbal and written). • Proven ability to meet and exceed strict sales goals in a competitive environment. • Skilled at building rapport with physicians and clients. • Effective negotiation and conflict resolution skills. • Excellent time management and organizational abilities. Education & Experience • Bachelor's degree in Business Administration, Marketing, Communication, Management, or related field (or equivalent combination of education and experience). • Minimum of 4 years in a sales-driven environment required. • Supervisory or team leadership experience preferred. • Prior healthcare staffing experience strongly preferred. • Working knowledge of medical terminology and physician specialties. Awards • SIA Largest Healthcare Staffing Firms in the US • SIA Largest Staffing Firms in the US • SIA Best Staffing Firms to Work For • Modern Healthcare Best Places to Work in Healthcare • Sun Sentinel Top Workplaces in South Florida • South Florida Business Journal Business of the Year Finalist • ClearlyRated Best of Staffing Client & Talent Satisfaction Awards Ready to Lead and Make an Impact? If you're a driven sales leader with a passion for healthcare staffing and the ability to inspire high-performing teams, we want to hear from you! Join us in shaping the future of locum tenens staffing while building lasting relationships with physicians and clients nationwide

Regional In-Home Sales Manager in Training Key member of the sales leadership team, Regional in-home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills. Key Responsibilities Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners) Actively recruit and on-board outside contractors with experience in window treatments Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance Work with business support groups to provide ongoing operation support to BTG partners Work with installation managers to build installation network and maintain excellent service levels in remote markets Help identify and qualify installers as needed Measure installation service levels Work with stores leadership to identify additional opportunities for BTG Partners Program Key Requirements Bachelors in business or related field 10+ years experience including: Operating experience in retail or multi-location service business In-home sales and management experience Experience managing 3rd-party service providers Strong interpersonal and communication skills High energy and strong motivation skills Very strong customer service, problem-solving and follow-up skills Ability to identify root causes and solve issues with a high sense of urgency Ability to build cross-functional relationships Experience working independently, but also as part of a team Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG. Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.

Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion. About the Role: We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth. You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels. What You'll Do: Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally. Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning. Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance. Collaborate with operations and logistics to ensure timely and accurate order fulfillment. Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs. Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad. Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities. What We're Looking For: 5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods. Proven track record of growing retail and distributor partnerships nationally or internationally. Strong communication, relationship management, and presentation skills. Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment. Comfortable traveling domestically and internationally. Passion for dance, footwear, or fashion is a plus Why Fuego: Shape the wholesale and distribution growth strategy of a growing global brand. Work directly with leadership to expand Fuego's presence in premium markets. Competitive compensation package and benefits with performance-based incentives. Creative, collaborative, and entrepreneurial team culture.

ModMed is hiring a driven RCM Client Manager, internally referred to as an "RCM Client Advisor," to join our positive, passionate, and high-performing RCM (aka BOOST) Team. In this client-facing role, you'll be responsible for managing the client relationship, revenue cycle activities, and performance of your assigned medical practices to ensure a successful client experience. The RCM Client Manager collaborates with our internal RCM operations team and global partners to ensure a healthy Accounts Receivable and the achievement of our clients' RCM key performance indicators (KPIs) and goals. This is an exciting opportunity to leverage your RCM expertise to impact the revenue performance of medical practices. Your Role: * Serve as the primary point of contact for ModMed's RCM clients, managing and monitoring their end-to-end revenue cycle management processes. * Analyze A/R data to identify payer, denial, and coding trends. Develop action plans to increase revenue and improve workflows. * Develop and maintain strong client relationships to understand their unique RCM needs and challenges and ensure Client Key Performance Indicator benchmarks are met. * Provide a high-level of value and customer service to both our client practices and their patients by identifying and efficiently resolving insurance and other billing-related issues. * Establish, implement and manage Practice Performance Plans that identify, quantify and resolve issues that are impacting service levels and/or delivery of contractual obligations, as needed. * Conduct routine audits and client meetings to review business metrics, progress, and other proactive topics to ensure high-quality delivery of contracted services. * Collaborate with the internal RCM operations team to ensure seamless service delivery. * Review and analyze customer accounts; identify trends and issues, recommend and implement solutions and see through to a successful resolution. * Work closely with global partners to coordinate and optimize RCM processes and improve overall client metrics. * Manage and escalate complex issues to the appropriate internal teams or global partners for resolution. * Maintain knowledge of current healthcare industry and specialty-related changes and keep abreast with ModMed software enhancements and releases. * Promote collaborative relationships with operational leadership and on and offshore partners. * Participate in sales calls as needed to demonstrate depth of domain expertise. * Perform additional projects and job duties as assigned. Skills & Requirements: * Bachelor's Degree preferred and/or training or equivalent combination of education and experience. * 3+ years of experience overseeing the entire revenue cycle management process for medical practices, including analyzing AR, denial trends, and payer issues, and developing and presenting key performance indicators (KPIs) and reports related to revenue cycle management (required). * Proven experience in an RCM client-facing role preferred. * Extensive knowledge of medical billing/coding, front-office, physician practice management, and healthcare business processes. * Advanced Excel skills such as the ability to use formulas to analyze data, create tables and pivot tables, formatting and conditional formatting. * Strong analytical and problem-solving skills required. * Exceptional written, verbal and interpersonal communication skills required. * Excellent client-facing and presentation skills. * Ability to manage and integrate information located in multiple software systems. * Strong understanding of various insurance carriers, including Medicare, private HMOs, and PPOs. * Professional demeanor required. #LI-LM1 #REMOTE

- Consistently hit revenue targets to fuel the growth of this exciting start-up - To learn about your industry, your relevant therapeutic area, client base and competitors becoming the expert in your field - Understand our tried and tested sales process, with ongoing support from staff and training materials - Outbound calls to potential clients, focusing on driving revenue through our six key products - Advise clients on forthcoming product developments, ensuring that we are staying at the cutting edge of innovation in our field - Objection handling to support our clients in finding the perfect project - Review your own performance and meet KPIs, with support from our operations team to ensure efficiency - Once hitting target, opportunity to visit clients and represent the company at exhibitions, events and congresses (will include domestic and international travel congresses and clients) We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Bachelors degree in the life sciences field - 0-2 years telesales experience (Business to Business Sales) - Target/KPI driven: Confident with picking up the phone and making sales calls to Director level clients - Quick-thinking, positive and persuasive - An articulate and expressive communicator - Desire to progress your career and be the top sales person in the group - Driven to improve personal development, which will impact professional development - Desire to be an expert within the industry and have a 'Gold Medal Winning' approach to the role - Ideally operating in a publishing, healthcare or pharma industry (Desirable)

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Miami photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

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 the Miami, FL area and will report in the office on a hybrid schedule. 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: *********************************************************************

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information. Responsibilities: Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members Participate in client meetings and assist with proposals and RFPs Ensure Salesforce (CRM) data is accurate and up to date Partner with Marketing to maintain brand consistency in presentations and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed Experience & Education: Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. Job Posted by ApplicantPro

Job Description Client Relations Managers will work with Internal Sales Representatives and External Sales Representatives for SurGenTec to build relationships with new clients and manage relationships with existing ones. They are also expected to walk new and existing clients through purchasing processes while supporting their clients' needs. This will be done in conjunction with any other additional tasks assigned to by their managers. Communication Send new distributor welcome packet: Make an outbound intro call. Follow up with an email with links to marketing brochures. Send a welcome letter. Send a copy of the usage form. Send internal contact sheet sent. Quarterly Asset management calls for each sales manager: Inventory reconciliation. Needs for higher or lower stocking levels. New Business or any new developing business. Need for consigned loaned inventory. Movement of underperforming loaned inventory. Quarterly calls can happen with more frequency depending on account needs. Daily Tasks All usages/order processing Manages the CS inbox and responds to their client emails and communications. Monitors all their clients' shipments including UPS and FedEx tracking until delivered. Answers the CS phone/main line, transfer to proper Client Relations Manager. Scheduling all surgery cases which require loaned inventory. Keeps notes updated for each customer in fishbowl and enters any new notes in system. Updates all changes to customers, i.e., new FedEx number, new mailing addresses, etc. Sends out all required Labels and forms for RMAs, Usage, POs, Packing Lists, Complaint Forms. PO follow-up - monitors clients' open sales orders and follow-up on PO. Enter follow-up notes on clients' sales orders - or any notes as to why we did something, like change pricing, etc. so we have history. Entering and receiving clients' transfer orders to correct locations. Inventory Handles all adverse events from their clients, including filling out paperwork and follow up on inventory return, client needs and any quality requirements. Works with Client/Distribution to move Soon to Expire Inventory into high volume accounts. Works with Client/Distribution to move Inventory that has been not used in over 3 months. Work with Client/Distribution on yearly audit. Prepare distributors for yearly inventory audits at the end of 3rd Quarter. Send out inventory sheets and reconcile returns inventory sheets in conjunction with Distribution.

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 the Miami, FL 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: *********************************************************************

About Us Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards. Job Description We are looking for a motivated and detail-oriented Client Relationship Manager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships. Responsibilities Serve as a primary point of contact for clients, ensuring timely and attentive communication. Develop and maintain long-term client relationships through consistent follow-up and support. Identify client needs and collaborate with internal teams to provide effective solutions. Manage client accounts, track progress, and ensure all deliverables align with expectations. Prepare and present reports, updates, and insights to support decision-making. Proactively address concerns, resolve issues, and maintain a high level of client satisfaction. Support continuous improvement by gathering feedback and identifying opportunities for refinement. Qualifications Qualifications Strong communication and interpersonal skills. Excellent organizational and time-management abilities. Ability to understand client needs and propose tailored solutions. Professional demeanor and a commitment to delivering high-quality service. Problem-solving mindset with a focus on collaboration and client success. Ability to work independently and handle multiple priorities effectively. Additional Information Benefits Competitive salary ranging from $57,000 to $63,000 per year. Opportunities for growth and long-term career development. Supportive, professional, and collaborative work environment. Skill-building and training opportunities to enhance your career. Full-time position with stable, rewarding responsibilities.

Miami, Florida **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. + 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.

**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. + Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. + Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. + Works closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. + Performs all other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. + 3-5 years of experience in banking relationship management role or related business lending experience. + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information. Responsibilities: Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members Participate in client meetings and assist with proposals and RFPs Ensure Salesforce (CRM) data is accurate and up to date Partner with Marketing to maintain brand consistency in presentations and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed Experience & Education: Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. Subject to Federal, State and Local laws, regulations and/or ordinances, applicant must be able to pass Background Check and Pre-employment Drug Screen.

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. * 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, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. + Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. + Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. + Works closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. + Performs all other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. + 3-5 years of experience in banking relationship management role or related business lending experience. + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

**We're looking for a Business Banking Relationship Manager who thrives on helping local businesses grow** Are you ready to build lasting relationships and drive business success? As a Business Banker, you are responsible for business development of small-mid size companies as well as professional associations including Law Firm, CPA and Healthcare Practices. You are responsible for advising these clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist company owners and senior executives with their individual banking and wealth management needs. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **If you're a natural connector with a passion for finance, we want to hear from you!** _What You'll Do:_ + Manage and grow a portfolio of business clients + Provide tailored financial solutions + Collaborate with internal partners + Deliver exceptional customer service **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from new client acquisition + Advise clients on their overall balance sheet including credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term + Strictly adhere to all risk and control policies, regulatory guidelines and security measures + Performs all other duties as assigned. **You'll be the go-to expert for business clients, offering smart financial strategies and personalized support.** _We're looking for:_ + Strong relationship-building skills + Financial acumen + Passion for helping businesses succeed + Experience in banking or financial services **QUALIFICATIONS** + 3 plus years of work experience in Business or Commercial Banking + Bachelor's Degree and formal bank credit training preferred + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business **Join a team that values your growth and celebrates your success!** **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.