2+ YOEBachelor's or equivalent experience,2+ years in relationship/partner/account management (insurance experience preferred),knowledge of commercial lines and P&C distribution,analytical and communication skills.
Worldpay: Global leader in payment technology and merchant solutions.
5+ YOERequires 5+ years in account or relationship management within fintech, ecommerce, or financial services; portfolio and sales target experience; stakeholder influence; and Microsoft Outlook, Excel, and PowerPoint proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Team Select Home Care: Provider of long-term adult and pediatric private duty nursing.
1+ YOEHigh school diploma, 1+ year healthcare management experience, and Microsoft Office proficiency including Outlook, Excel, and Word; home health experience preferred.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word
Mercer Advisors: Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
Client-facing role requiring wealth management knowledge, client relationship management, leadership/mentoring, strong communication, organizational and problem-solving skills, and proficiency with CRM and workflow tools.
Federal Agricultural Mortgage CorporationNYSE: AGM: Government-sponsored secondary-market enterprise providing liquidity to U.S. financial institutions serving agriculture and rural infrastructure.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
Ernest Packaging Solutions: Family-owned packaging providing custom packaging design and production solutions to businesses.
Outside B2B sales experience with prospecting, relationship-building, territory management, resilience, and a hunter mentality; face-to-face engagement and strong communication skills.
5+ YOEBachelor's degree and 5+ years industry experience; skills in credit analysis, client relationship management, financial analysis, sales, and risk management.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
1+ YOEAt least 1 year of business banking relationship management or business lending experience; business credit knowledge; strong communication and relationship-building skills; proficiency in Microsoft Office tools.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Chandler Asset Management: Employee-owned fixed-income investment adviser serving public agencies, hospitals, foundations, endowments, and corporations.
6+ YOEBachelor's in business/finance required; Series 65 preferred. Minimum 6 years industry experience, proficiency with Salesforce and Microsoft Office, strong communication, presentation, coaching, and business development skills; willingness to travel up to 30%.
Safe Harbor FinancialNasdaq: SHFS: Public fintech providing banking, lending, payments, and business services for cannabis operators and financial institutions.
1+ YOE1+ years experience; collect, assess and maintain corporate documents, process and verify wire transactions, perform ANC analysis and validations, support new account openings and onboarding, handle client calls/emails, and recommend cross-sell solutions.
BOK Financial CorporationNASDAQ: BOKF: Diversified regional financial services holding based in Oklahoma.
5+ YOEBachelor's degree and 5+ years commercial lending experience (5-7 years preferred) or equivalent, commercial credit and relationship management, loan structuring and regulatory compliance.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
KeyBank National Association: National Association is a wholly owned U.S. regional bank serving individuals, businesses, and institutional clients.
5+ YOERequires 5+ years of public-sector experience with client relationship and sales abilities, a bachelor's degree in finance, accounting, economics, or similar business discipline, and broad product and technical expertise.
Relationship Manager II, Corporate Banking Relationship Management - Innovation Banking
Denver or Seattle
$153k-$213k/yrHybridFull Time
Silicon Valley BankNasdaq: FCNCA: Financial institution providing personal, business, and commercial banking services.
4+ YOEBachelor's plus 4 years in leveraged finance/investment banking/technology commercial banking or HS/GED plus 8 years; 6+ years preferred; strong relationship management, client experience ownership, and technology/venture capital knowledge.
Zenith American Solutions: Private third-party administrator serving Taft-Hartley trust funds with health, retirement, compliance, and technology services.
Associate’s degree in business required; strong communication, organization, judgment, and PC skills including Microsoft Word, Excel, and Outlook. Travel willingness required; client relationship experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Salesforce, Smartsheet
Banc of CaliforniaNYSE: BANC: Public U.S. bank holding providing commercial banking, lending, treasury management, and payment services to businesses.
12+ YOEBachelor's degree or equivalent experience and 12+ years in sales or relationship management. Requires commercial lending knowledge, advanced computer skills, banking compliance knowledge, strong communication, organization, judgment, and independent work ability.