Sales Consultant jobs at Trustmark - 4420 jobs

A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans. #J-18808-Ljbffr

Our agency is experiencing significant growth and is actively seeking motivated, dependable individuals in Statesboro, Georgia and surrounding areas for Entry-Level Management positions. This is a full-time, work-from-home opportunity designed for individuals who are looking to build a long-term career with leadership potential, not just secure a short-term job. This role offers a performance-based compensation structure, where individual effort and results directly influence income and advancement. We provide comprehensive virtual training, one-on-one mentorship, and structured leadership development, allowing high-performing individuals to advance into management roles within 60-90 days. No prior experience in insurance, management, or sales is required, as all training and support are provided.Responsibilities Develop and grow new client relationships Identify clients' specific needs based on unique financial situations Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered. Possess in-depth product knowledge and be able to conduct presentations and relay objection handling. Conduct sales calls and presentations to potential customers Develop and maintain relationships with clients by providing exceptional service Must have a computer at home Requirements Background Check High school diploma or GED No experience Driver License Authorized to work in US Temporary Insurance License Offered Minimum Age 18 Weekdays Day Benefits Paid Time Off Salary: $1,000.00-$1,200.00 per week

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

The Regional Market Executive will direct and coordinate all lending activities within the specified region of the Bank. Manages lending and treasury activities to meet Bank goals and objectives. Instrumental in coordinating activities in region for business teams including Commercial, Treasury, Private Banking, and Mortgage Lending. This position will cover the Greater Cincinnati, OH area, Norther Kentucky & SE Indiana. Key Accountabilities, Responsibilities and Expectations: Prepares department scheduling, periodic loan department updates and periodic reports for management's review. Manage and oversee commercial lending team and Treasury Management Officer within specified region of the Bank. Examines, evaluates, authorizes, or recommends approval of customer applications for commercial loans and lines of credit. Reviews periodically for required updated financial information and field visits Develops and implements new products; reviews loan pricing/fees and recommends changes; ensures resolution of department computer system issues. Act as escalation point for various lending issues. Performs commercial loan activities for personal base of customers; review key/critical lender loans; presents commercial loans to loan committee. To independently manage, review and approve own, as well as subordinates, highly complex business/commercial loan credit underwriting and loan structures. To maintain cohesive, highly trained and motivated staff, sufficient to meet the daily operational needs of the lending department. To insure the department meets its goals to maintain delinquency at or below the established percent of loans outstanding; maintain a charge-off rate of not more than the established guidelines; to ensure asset quality of total bank loan portfolio is maintained; to ensure fees on loans are collected at established minimums. To ensure that lending operations are in accordance with established Bank policy and are legally compliant. Member of Senior Management. Requirements: Qualifications, Knowledge, and Skills: Minimum of ten years of combined credit underwriting, lending, business development and sales experience. A college degree in finance, accounting and/or banking or equivalent work experience in the banking industry. Completion of Advanced Commercial Lending School, Graduate Banking School, or Certified Community Lender Certification preferred. Must have extensive knowledge of commercial lending practices and procedures. Strong knowledge in analyzing business financial statements and assessing the viability of businesses; must have excellent communication and PR skills. Strong computer skills (Word, Excel) and the ability to learn and use proficiently related lending software programs. Ability to handle multiple projects with varied deadlines; strong attention to detail/analytical skills. Demonstrated proficiency at intermediate level of sales skills and abilities for developing new business customer relationship. Above average supervisory experience and delegation skills. Physical Requirements: Work involves sitting for long time periods; standing, moving, hearing, reading, communicating both in person and by telephone. Work involves traveling, via use of own or company vehicle, to visit branch locations; meet with subordinates; attend meetings/trainings/seminars, and so forth. Work involves lifting/moving files of up to 15 lbs. Work involves being flexible with work hours, overtime/weekend work may be necessary to complete projects/approve loans. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI8b2cd8069786-37***********3

The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. As Paid Family and Medical Leave (PFML) continues to expand across new markets and states, Protective's Employee Benefits Division, through ShelterPoint, is expanding our sales team to drive growth and protect more members. The External Sales Consultant (Sr Associate Sales) in Emerging Markets will play a key role in driving profitable sales growth, retention, and brand development within an assigned geographic territory. Working with top national and regional brokers in Minnesota, you will serve as both the marketing and technical expert, representing the Employee Benefits Division by educating and motivating distribution partners to recommend our products to their employer clients. **Must be located in Minnesota and able to travel 3+ days per week throughout the territory to be considered for this position. ***This position will be titled Sr Associate Sales within our organization*** KEY RESPONSIBILITIES: Build, maintain, and strengthen broker relationships through superior product knowledge, effective territory management, and exceptional service. Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines. Manage a high volume of quality quote activity, primarily focusing on small to mid-sized employers, while maintaining discipline in pipeline management, sales forecasting, and win/loss analysis. Execute the company's annual renewal strategy to retain existing business. Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities. Collaborate seamlessly with Inside Sales colleagues, Sales Support partners, and Underwriting to acquire and retain business. Apply consultative selling skills by understanding broker and employer challenges and effectively articulating our value proposition. Foster a high-performance sales culture by maintaining a sense of urgency, a positive attitude, and a team-first mindset. QUALIFICATIONS: Bachelor's degree 3+ years of group insurance experience, including established broker relationships in Minnesota Exceptional customer service and interpersonal skills Strong problem-solving and analytical abilities Excellent verbal and written communication Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Licenses required upon hire Protective's targeted compensation for this position is $70k. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also includes cash compensation as a part of a sales incentive plan (SIP).Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Winds of St. Armands South community, located in Sarasota, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Coquina Crossing community located in Elkton, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Dolce Vita, located in Apache Junction, AZ. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Vehicle Sales Specialist at Capital Group." As a Vehicle Sales Specialist, you will be field-based and aligned with Capital Group's Divisional Sales teams, acting as a subject matter expert on Separately Managed Accounts and Exchange Traded Funds. The role will work closely with SMA & ETF Product Management, Asset Class Services leads, and the Equity and Fixed Income Investment Groups. As the field-based SMA/ETF-focused sales associate, this person will be responsible for delivering point of sale expertise in representing Capital Group/American Funds' SMA and ETF strategies to financial advisors. Territory: South Central "I am the person Capital Group is looking for." You will serve as a fieldbased subject matter expert on SMA and ETF solutions, supporting divisional sales teams and financial advisors. You will leverage deep SMA/ETF expertise to drive distribution strategy, product development, and growth across client segments and geographies. You will act as an SMA/ETF sales consultant to division leadership and the internal/external sales force, providing pointofsale support and guidance. You will prioritize territory coverage, plan travel, and focus on the highestopportunity zones to maximize advisor engagement. You will represent SMA/ETF capabilities at national, regional, and homeoffice meetings in partnership with sales and product management. You will develop and deliver ongoing SMA/ETF training programs for the sales force, including recurring sitebased investment and sales education. You will provide competitive intelligence, market insights, and written analysis on SMA/ETF trends while collaborating on both firmwide and territorylevel sales plans. You will embody Capital Group/American Funds' investment philosophy and demonstrate strong communication, analytical ability, initiative, integrity, and leadership. You hold all required FINRA licenses - SIE, 7 & 66 You are comfortable with up to 85% travel across territory You have 5-10 years of experience in the ETF/SMA space Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $190-261K + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

About the Role: Grade Level: 12 Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C‑Suite executives, senior managers, and key decision‑makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross‑functional teams including Product Management, Marketing, Pre‑Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross‑sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $60k to $185k. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for additional compensation such as a sales commission plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (******************************************* We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements. What We're Looking For: Basic Required Qualifications: Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3‑15+ years of proven sales experience with consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior‑level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust‑based relationships and collaborate across global teams Additional Preferred Qualifications: Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi‑stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API‑based solutions Professional certifications such as CFA, MBA, or industry‑specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast‑paced environments About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company‑matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best‑in‑class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre‑employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (******************************************************************************************************************** Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ************************************************************ English_formattedESQA508c.pdf 40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II-Ou Sales (EEO Job Group) Job ID: 323725 Posted On: 2025-12-11 Location: New York, New York, United States #J-18808-Ljbffr

A leading global data and analytics provider in California is seeking a dynamic sales professional to drive growth and exceed sales quotas. This role involves developing strategies, nurturing client relationships with executives, and delivering tailored solutions to meet business needs. The ideal candidate has a strong background in financial services with proven consultative selling experience. Offering competitive base salary and commission, along with a range of employee benefits that support well-being and career growth. #J-18808-Ljbffr

Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions. What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Helping coach Banking Specialist I on products, services, policies and procedures. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays

The Sales OperationsSpecialistplays a critical role in enabling sales productivity and operational excellence across both the Enterprise and Advisor sales teams.This role provides quotes for the sales team, documents andoptimizessales processes, and contributes to the success of partner programs. The Sales Operations Specialistis a strong contributor to quote support, with a growth path toward becoming the primary subject matter expert and leadforour quoting process. This role ensures all quotes are detailed, organized, aligned with internal policies, and delivered on time to help the sales team close deals.Job Responsibilities Provide direct support for quote creation, approvals, ensuring accuracy and coordination across Sales, Finance, and Legal. Document andmaintainscalable sales processes, including quoting, renewals, and partner workflows. Collaborate with Partner Program stakeholders to support onboarding and performance tracking. Identifyand implement process improvements across Enterprise and Advisor sales motions. Serve as a point of contact for quoting and partner related inquiries, ensuring timely resolution and alignment with internal policies and procedures. Manage and triage incomingsales-relatedcase queues in CRM systems (e.g.Salesforce). Create andmaintaintraining and process documentation for all sales operations process guides. Supportdata stewardshipeffortsidentifyingerrors in data and potential areas for process improvement. Collaborate withcross-functionalteams to resolve customer or sales issues. Gather and organize data to enhance sales force productivity. Utilize sales systems and cross-functional collaboration to improve efficiency and scalability. Requirements Bachelor's degree preferred. 3+ years working in a sales environment with experience supporting remote end users. Experience with project management preferred. Experience supporting quote workflows or CPQ tools is a plus. Familiarity with partner programs or indirect sales channels is a plus. Skills Detail-oriented, proactive, and skilled at driving cross-functional collaboration to improve efficiency and scalability Patience to work with a variety of people with varying technical skill levels. Strong documentation and process mapping skills. Proficient with SFDC, Word, PowerPoint, and Excel. Strong problem solving, judgment, and organizational skills. Self-motivated and able to perform well under pressure and against aggressive deadlines. Capacity to grasp and learn complex concepts quickly and independently. Talented multi-tasker and the ability to prioritize. Naturally curious about how organizations scale. Extreme level of attention to detail. Highly focused; able to execute on one-off projects as well as on routine tasks. Clearcommunicator. The salary range for this position is $70,000 - $86,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job ID 2025-14514 The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards. Employer: Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS Responsibilities To oversee the management of the assigned group of ABL loans in line with Credit Standards: Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The Account Executive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards Ensure the appropriate scheduling of appraisals and field examinations and their timely review Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action Travel by car and/or plane to visit other RBC office locations and clients Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto Perform other related duties as needed to support the business as required Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise Qualifications Bachelor's degree or equivalent work experience 2 to 5 years of ABL experience Thorough understanding of relevant ratios and their calculations Strong communication skills Strong organizational skills Ability to handle clients in a robust but professional manner Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams Strong Microsoft Excel skills Effective interpersonal skills with strong oral and written skills Strong Problem-solving skills and ability to recommend appropriate solutions Ability and willingness to travel bay various means as required to fulfill the duties of the role Benefits Renasant offers the following benefits for this position: Medical, Dental, Vision, Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account, Group Life Insurance/AD&D/LTD, Voluntary Life Insurance (Term and Whole), Supplemental Disability Plans, 401(K) Plan, Employee Assistance Program, Tobacco Cessation Program, Family Medical Leave, Paid Leave Accruals, Holiday Pay, Employee Savings Plan, and Employee Checking. The base annual salary for this position ranges from $90,000-$125,000. Pay is based on several factors including but not limited to, market location and may vary depending on job related knowledge, skills, education/training, and a candidate's work experience. Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. 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 requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Consumers Credit Union (CCU) is one of the largest, fastest growing credit unions in Illinois! Every year we look for a diverse group of hardworking students to join our IGNITE Intern Program. What does IGNITE mean to us and what can you expect? Interns Growing, Networking, and Innovating through Transformational Experiences. We hire college students because we believe in fresh ideas. These are not paper pushing, copy making internships. We provide real work experience to our Interns. During the Program you will interact with and get exposure to multiple departments and leaders throughout the Credit Union. You'll learn firsthand why we are a certified Great Place to Work and experience our awesome team atmosphere by working with other Interns on projects, volunteering in the community, and participating in events and educational sessions. Our intent is to create a future career path for students who have an interest in the financial services industry. IGNITE is designed to expose you to a variety of opportunities while fostering growth and learning. We are seeking students that are interested in a Summer 2026 internship supporting Sales & Service. The Sales & Service Intern will report to the VP of Remote Sales & Service and will assist with a few projects related to our member-facing technology. The systems include: Virtual Assistant (VA) technology, Phone technology, the Customer Relationship Management (CRM) system, the Collections/Repossession system, and the Loan Operating system. This work will include analyzing member call and chat data to uncover more ways for the virtual assistant technology to be more successful; helping to build and enhance messaging for collections outreach campaigns; working to help build better processes within our core systems; partnering with our phone call overflow provider to measure success and look for improvements. Requirements for the Sales & Service internship Currently attending an accredited college or university. Rising juniors and seniors working toward a bachelor's degree in Business, Finance, Economics, Marketing, Data Analytics or related business major. Rising sophomores may be considered. Minimum 3.0 GPA. Ability to work 32 hours per week for the summer (generally 8:00-5:00 Monday-Thursday) for the duration of the 12-week program (5/26/2026 - 8/13/2026). The schedule will involve onsite days based in Lake Forest, IL. Local candidates only. Proficient with Word, PowerPoint, Excel and the wider Microsoft Office suite including email, calendaring, and instant messaging. Problem solving and critical thinking skills. Ability to comprehend data and additional information to form ideas that will help improve results. Knowledge of and interest in Artificial Intelligence (AI). Experience with using software such as ChatGPT and Canva is a plus! Professional written and verbal communication skills. Ability to work independently after receiving work direction. We are seeking diversity in all dimensions! Ethnicity, gender, sexual orientation, religion, work experience, volunteer experience and more! Check out more info about the IGNITE Program on our careers site and apply soon. Go to: Internship Opportunities Compensation and Benefits The compensation range for this role is $18.50 to $20.50 per hour. The hourly rate is determined by class year as of Fall 2026 (sophomore, junior, senior) and may also consider additional factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each case. Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. The internship is a seasonal part time position and is not eligible for most benefits. For more information about benefit offerings, please visit our careers page: about/what-we-do/careers About CCU Founded in 1930 and headquartered in Lake Forest, IL, CCU has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We've been recognized as a Great Place to Work multiple years in a row, and we're committed to growing both our business and our people. To learn more, visit myconsumers.org Equal Opportunity Employer CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: or . Equal Opportunity Employer 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.

Job ID 2025-14513 The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards. Employer: Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS Responsibilities To oversee the management of the assigned group of ABL loans in line with Credit Standards: Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The Account Executive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards Ensure the appropriate scheduling of appraisals and field examinations and their timely review Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action Travel by car and/or plane to visit other RBC office locations and clients Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto Perform other related duties as needed to support the business as required Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise Qualifications Bachelor's degree or equivalent work experience 2 to 5 years of ABL experience Thorough understanding of relevant ratios and their calculations Strong communication skills Strong organizational skills Ability to handle clients in a robust but professional manner Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams Strong Microsoft Excel skills Effective interpersonal skills with strong oral and written skills Strong Problem-solving skills and ability to recommend appropriate solutions Ability and willingness to travel bay various means as required to fulfill the duties of the role Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. 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 requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Job ID 2025-14513 The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards. Employer: Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS Responsibilities To oversee the management of the assigned group of ABL loans in line with Credit Standards: Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The Account Executive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards Ensure the appropriate scheduling of appraisals and field examinations and their timely review Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action Travel by car and/or plane to visit other RBC office locations and clients Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto Perform other related duties as needed to support the business as required Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise Qualifications Bachelor's degree or equivalent work experience 2 to 5 years of ABL experience Thorough understanding of relevant ratios and their calculations Strong communication skills Strong organizational skills Ability to handle clients in a robust but professional manner Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams Strong Microsoft Excel skills Effective interpersonal skills with strong oral and written skills Strong Problem-solving skills and ability to recommend appropriate solutions Ability and willingness to travel bay various means as required to fulfill the duties of the role Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. 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 requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future. Merchant Services Sales Representative 2 Business Unit: Treasury Management Reports to: Varies Based on Assignment Position Overview: Focuses on utilizing referrals from Treasury Management Sales Representatives, commercial lenders and branch personnel to sell merchant services. Obtains accounts that may lead to business customers moving their entire banking relationships to the corporation and increasing fee income. The incumbent is responsible to work independently to provide excellent customer service and complete the sale. Primary Responsibilities: Performs the sales function throughout the assigned region of the Bank. Acts upon referrals and makes initial in person client contact to review processing options, develop pricing proposals and follows up with clients to close sales and manage implementation processes. Develops solid working relationships with Treasury Managements sales staff, commercial lenders and relationship managers to strategize options for various FNB products/services. Attends FNB market managers meetings. Determines appropriate level of product pricing for clients which balances meeting competitive situations and the corporation's margin objectives. Utilizes shared files including pricing and proposal information. Required to record sales activities and provide sales performance updates to Manager or Team Leader. Manages a portfolio of high volume merchants. Required to meet in person annually with top clients as assigned by Manager or Team Leader. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Detail-oriented Excellent communication skills, both written and verbal Excellent customer service skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in general banking. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Back Treasury Management Sales Specialist - Treasury Management #44-7875 Franklin, Tennessee, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in Nashville LPO. Market Nashville Work Hours per Week 37.5 Requirements 4-year degree in business or other related field preferred; or 2-4 years of equivalent banking experience. Experience in the sale and/or support of Treasury Management products and services preferred. Job Description SUMMARY The Treasury Management Sales Associate is responsible for assisting the Treasury Management Regional Sales Manager and the Treasury Management Sales Officers (TMO) in the sale and support of Treasury Management products and services. The primary responsibility of this position will be to provide sales, risk and operational support for the TMO's, allowing them to focus their attention on developing new sales opportunities for WesBanco. ESSENTIAL FUNCTION Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned and compliance training in a timely manner. ESSENTIAL DUTIES AND RESPONSIBILITIES Practices the standards of the Mission, Vision and Pledge. Understands the various types of Treasury Management products and services offered by the Bank. Assists in completing and documenting Periodic Risk Reviews. Assists in opening new accounts: Contacts customers to obtain documents required during the account opening process. Follows up with the operations team to ensure new accounts are opened in a timely fashion. Assists in the onboarding and collaboration hub workflows. Assists in developing request for proposal (RFP) responses. Assists in the design and proper installation of Treasury Management products. Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships. Assists in the extended account analysis (XAA) set up process. In conjunction with Treasury Management Support and Onboarding: Assists in training and developing all commercial officers and banking center managers on Treasury Management products and pricing, as needed. Resolves complex customer issues and communicates with clients and/or the appropriate banking professionals. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER QUALIFICATIONS Knowledge of Banking payment systems, depository products, and operational delivery within a financial institution required. Travel may also be required to attend various training sessions. Occasional driving may be required to attend in person meetings with the Regional Manager and/or Treasury Management Officers. OTHER SKILLS AND ABILITIES CLIENT FOCUS Is dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships. PROBLEM SOLVING Uses rigorous logic and methods to solve difficult problems and probes all sources for answers. Can see hidden problems and is excellent at honest analysis. Looks beyond the obvious and doesn't stop at the first answers. INTERPERSONAL SKILLS Relates well to all kinds of people and builds constructive and effective relationships using diplomacy and tact. Can diffuse high-tension situations comfortably. TIME MANAGEMENT Uses time effectively and efficiently. Values time and concentrates efforts on critical areas and high priority tasks. Puts trivial issues aside. TECHNICAL SKILLS Must display demonstrated knowledge of Microsoft Word, Excel, Outlook and PowerPoint. Working knowledge of Microsoft SharePoint. Must be comfortable working with a variety of workflow management systems. Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to perform normal office and computer functions. WORKS ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full-Time/Part-Time Full-time Area of Interest Treasury Management All Locations Franklin, Tennessee, United States