Loan Officers

As a Treasury Relationship Manager you will target automotive dealers with annual revenues from $5 million to over $1+ billion and will have varying degrees of treasury management needs. The Treasury Relationship Manager is responsible for partnering with the Dealer Commercial Services Banker in identifying, proposing and delivering appropriate, but sometimes complex Treasury Management products and solutions to customers and prospects.

**Job Responsibilities**

+ Partner with the Dealer Commercial Services Treasury Management Manager, Treasury Management Officer, and the Dealer Commercial Services Banker to complete and facilitate complex pricing, proposals and implementations that require frequent internal and external meetings for multi-location, multi-state, multi-product and/or technical solutions for clients and prospects. Works with Bankers to drive the development of new profitable Treasury Management business while maintaining and growing the existing portfolio.

+ Responsible for independently identifying, proposing and delivering appropriate Treasury Management products and solutions to Dealer Commercial Services customers and prospects. Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Management solutions to clients and prospects while working within the risk parameters that protect the bank. Conveys a professional, knowledgeable and confident demeanor over the phone.

+ Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Treasury Management products.

+ Protects the firm by applying sound risk management protocols and adhering to regulatory requirements. Takes ownership of escalated Treasury Management client issues and leverages the appropriate resources to champion results. Owns Treasury Management Business processes. Ensures processes are followed consistently and retain supporting materials appropriately.

+ Coordinates complex implementations across all products confidently and accurately with clients and prospects with revenue sizes ranging from $5MM to $1+ Billion. Must be comfortable working with all job levels within a company primarily Treasurers, Controllers, Chief Financial Officers, and Chief Executive Officers.

+ Ensures proactive communication of customer expectations to manage timelines and deliverables while partnering internally and externally to successfully implement Treasury Management services.

+ Builds collaborative internal relationships to develop and foster partnerships with Dealer Commercial Services Treasury Management Officers/Bankers/Implementations/Product and other key resources. Participates in partner meetings and communicates key Treasury Management messages timely and accurately.

**Required qualifications, capabilities, and skills**

+ 5+ years of experience in Treasury Management or related business experience

+ Expert knowledge of Treasury Management products/solutions, implementations, customer on-boarding, knowledge of Deal Manager, Customer Assist, Internet Deal Model, Salesforce, and other internal systems

+ Bachelor's Degree in Finance or related field required.

+ Relationship Building - Ability to build relationships with clients and internal partners. Ability to influence those outside of direct management control. Ability to influence those outside of direct management control.

**Preferred qualifications, capabilities, and skills**

+ Marketing Expertise - Ability to proactively and creatively develop materials to present solutions to clients and prospects.

+ Business Acumen - Ability to follow detailed processes and complete tasks. Ability to understand how actions relate to overall business objectives. Ability to understand the overarching Treasury Management business environment both internally and externally. Ability to drive tasks to meet business objectives and participate in setting business strategies. Ability to drive and manage process and controls.

+ Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.

+ Judgment and Professionalism - Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.

+ Certified Treasury Professional certified or has ability to obtain certification

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

**OVERVIEW**

The Account & Relationship Management Executive for Wolters Kluwer Health Medical Research has primary responsibility for meeting or exceeding sales goals and driving profitable growth in accounts within the territory. Your focus will be on selling electronic access to journals, books, databases, and other online tools to medical and academic institutions.

You will be calling primarily on medical librarians, as well as CNO’s, CIO’s, Nurse Educators, faculty, Deans, and clinicians. They will both expand the customer base and grow existing customer business through strong product knowledge, effectively understanding customer needs and adeptly positioning Ovid’s content and value proposition with our customers. The Account & Relationship Management Executive will be responsible for all of Minnesota, Nebraska, Wisconsin, Indiana, and Iowa which carries annual revenue of $7.4M.

**LOCATION:** Madison WI, Nebraska, Iowa, Minnesota, Indiana, Ohio, Chicago (preferably located in or near to the territory, but other nearby areas will be considered)

**DUTIES & RESPONSIBILITIES**

+ Learn Ovid’s suite of products

+ Plan, organize, and implement sales strategy for the territory.

+ Maintain existing customer base in territory

+ Prospect and develop new business within territory

+ Prepare proposals and provide information regarding terms of sales, and delivery dates, based on customer needs

+ Send accurate weekly forecast updates to Director of Sales

+ Regular travel within territory and required customer facing activity each month (25 meetings monthly inclusive of face-to-face and virtual calls.

+ Achieve sales objectives set forth for the territory.

+ Maintain and update Salesforce.com with contacts, meetings, proposals, etc.

+ Learn internal (quote/accounting) systems

**QUALIFICATIONS**

**Education:** BS/BA or MLS/MBA preferred, but not required

**Experience:**

+ 3+ years sales experience or equivalent, preferably within the publishing or medical field

+ Working knowledge of MS Office suite (Word, Excel, PowerPoint, Outlook), Salesforce.com.

+ Proficient at conducting presentations, previous experience selling into medical/academic institutions preferred, knowledge of the healthcare market.

**Travel Requirements** :

+ Occasional (3-5x per year) participation in regional and/or national trade shows.

+ Participation in company sales meetings (2x per year)

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**Why Wells Fargo:**

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

**About this role:**

Wells Fargo is seeking a Branch Manager (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.

**In this role you will:**

+ Lead, manage and develop a team of direct and indirect reports with low to moderate complexity and risk in retail banking branch

+ Engage stakeholders and internal partners associated with retail banking

+ Identify and recommend opportunities for individuals to efficiently improve process and risk control development for all functions in the retail banking branch

+ Make decisions and resolve issues regarding customer and team experience, risks, and growth of the retail banking team to meet regional banking business objectives

+ Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures

+ Collaborate and consult with peers and retail banking colleagues and leaders

+ Serve as a role model to deliver an exceptional customer experience and focus on building relationships

+ Engage customers to understand their financial needs, and work proactively to help customers succeed financially

+ Manage allocation of people and financial resources for Regional Banking

+ Mentor and guide talent development of direct reports and assist in hiring regional banking talent

+ expectations below

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of Finance or Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 2+ years of Leadership experience

**Desired Qualifications:**

+ Management experience including hiring, coaching, and developing direct reports

+ Experience building and maintaining effective relationships with customers and internal partners

+ Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers

+ Excellent verbal, written, and interpersonal communication skills

+ Ability to effectively network and represent Wells Fargo within the community

+ Self-motivated with a high level of initiative and accountability

+ Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

+ Ability to interact with integrity and professionalism with customer and team members

+ Customer service, operations, or financial service management experience within a high volume, fast paced and constantly changing environment

+ Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills

+ Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options

+ Ability to navigate multiple computer systems, applications, and utilize search tools to find information

+ Knowledge and understanding of laws and regulations pertaining to the banking industry

+ Knowledge and understanding of compliance controls, risk management and loss prevention

+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

+ Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment

+ Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team

+ Experience making work-related outbound phone calls

**Job Expectations:**

+ Ability to work weekends and holidays as needed or scheduled

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting Location:**

+ 1701 E Speedway Blvd Tucson, AZ

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-323052

**Updated:** Mon Nov 27 00:00:00 UTC 2023

**Location:** TUCSON,Arizona

Enterprise Executive Relationship Manager - Southeast

**General Information**

Ref #:

20240036462

Travel Amount Required:

Up to 50%

Job Type:

Regular-Full Time

Location:

USA - USA - Remote

**Company Overview**

Here at UKG, our purpose is people™. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. And our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that empowers our people – both at work and at home. Our benefits show that we care about the whole you, from adoption and surrogacy assistance to tuition reimbursement and wellness programs. Our employee resource groups provide a welcoming place to land, learn, and connect with those who share your passions and interests. What are you waiting for? Learn more at www.ukg.com/careers \#WeAreUKG

**Description & Qualifications**

Description

UKG (Ultimate Kronos Group) is seeking an experienced, executive-customer-focused individual to join our team as Executive Relationship Manager (ERM). The primary driver for this role is forging executive relationships within a defined customer base to ensure satisfaction, retention, and growth. The Executive Relationship Management team delivers a differentiated experience by serving as a trusted advisor to our customers by maximizing the value of our software, services and UKG network. The ERM operates as the conduit between UKG and UKG’s customers’ organizations, relying on their ability to influence stakeholders in both while managing significant complexity. The ERM leads the planning, managing, and measuring of the ongoing health of our SaaS account base and the customer

lifecycle. ERMs engage proactively with customer executives and provide value-added care as we continue drive retention and expand our solutions and footprint.

Essential Duties:

• Formally forge and engage effective relationships across the customer’s executive suite, including, but not limited to, the CHRO, CFO, CTO/CIO, COO, serving as the thought partner around workforce technology trends and the ongoing evolution of UKG’s product strategy.

• Lead and co-create strategies that deliver a value-added customer experience; executing on UKG’s end-to-end “Partners for Life” journey to establish long-term influence, differentiate our partnership, and clearly result in revenue growth and retention.

• Strategize and plan tactics to leverage in-depth industry expertise and business acumen to drive successful customer outcomes, differentiating UKG’s position as an elite WFM and HCM partner. Tactics include, but are not limited to, leading business review meetings which persuasively detail the alignment of WFM and HCM trends, UKG’s product strategy and the customer’s business objectives to accelerate executive buy-in, execution, and adoption.

• Advise executive sponsors with best practices and optimization opportunities such that ROI is maximized

• Drive executive engagement across the UKG ecosystem by securing participation in UKG events and programs including but not limited to our annual user conference, local/virtual thought leadership events, executive networking events, the UKG Insiders Group and product pilot programs

• Monitor executive team and key contact turnover within assigned accounts, ensuring a prompt and formal executive transition and subsequent executive onboarding is completed

• Identify expansion and optimization opportunities; develop sales leads to support our customer base sales team, liaise between UKG Sales Representative and customer to support a thorough evaluation and purchase decision

• Serve as facilitator of a seamless experience for the customer as they partner with the assigned UKG Contract Renewals Representative to support their execution of a successfully negotiated renewal

• Serve as a customer advocate through interaction with multiple internal teams including Sales, Product Development, Global Delivery, Customer Success, Professional Services, Legal, Finance, etc.

Qualifications

Basic Qualifications:

• 7+ years of success in an executive facing relationship management role, preferably within the Human Capital Management (HCM), Workforce Management (WFM) or software industries or commensurate experience for the responsibilities outlined within this description.

• Demonstrated command of account management, planning, and sales methodologies.

• Proficient with CRM applications and Microsoft Office Suite, primarily Teams, Excel, PowerPoint, Word and Outlook

• Ability to travel up to 50% as needed

Preferred Qualifications:

• Results and service-oriented individual who possesses a positive can-do attitude, as well as a proven track record of achieving results related to key performance metrics

• Demonstrated critical thinking, judgement and problem-solving skills that have a positive impact on product adoption, customer satisfaction and retention strategies.

• Ability to deal effectively with strategic issues, as well as tactical operational details, differentiating between the urgent and important customer priorities.

• Effective listener and communicator with the ability to provide influence at all levels of the customer organization.

• Comfortable facilitating difficult conversations and providing advisory conversations at the executive level.

\#LI-REMOTE

**Pay Transparency for Colorado, New York, Washington and California**

The pay range for this position in Colorado, New York, Washington and California is $122,600 to $176,250, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation.

Information about UKG’s comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/careers.

San Francisco Bay Area Pay Law

There is a different range applicable to specific work locations, within the San Francisco Bay area, the base pay range for this role in those locations is USD $140,990 to $202,688 per year.

**EEO Statement**

**Equal Opportunity Employer**

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) and its **supplement** .

View the Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

**Disability Accommodation**

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected].

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Gilbert, AZ. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Competencies**

Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.

Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Tech Savvy – Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Additional Job Description**

**Benefits**

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

**Disability Accommodations Statement:**

**If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO):**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Gilbert, AZ. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Competencies**

Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.

Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Tech Savvy – Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Additional Job Description**

**Benefits**

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

**Disability Accommodations Statement:**

**If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO):**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business.

**JOB RESPONSIBILITIES**

+ Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

+ Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business

+ May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

+ Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

+ Responsible for overall retention of accounts in assigned book of business

+ Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

**QUALIFICATIONS**

+ High School diploma or equivalent; AA and/or college degree preferred

+ Superior customer service and problem solving skills

+ Excellent oral and written English communication skills

+ Must be willing to take your requisite state insurance license examination

+ Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

+ Ability to work in a positive team environment

+ Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

**Overview**

**Pay: $125,000 - $140,000**

The pay listed is the salary range for this position. Any specific offer will vary based on the successful applicant’s education, experience, skills, abilities, geographic location, and alignment with market data.

Benefits: ABM offers a comprehensive benefits package. For information about ABM’s benefits, visit ABM 2023 Employee Benefits | Staff & Management (https://www.abm.com/wp-content/uploads/2022/10/2023-Recruiting-Flyer-Staff-Management-10122022.pdf)

You may be eligible to participate in a Company incentive or bonus program.

**Essential Functions**

+ Recruit, manage, and lead the team with focus on continuous improvement; select and develop teams of professionals and leaders to build internal talent pipelines.

+ Influence and support functional strategy; determine, evaluate, and modify goals and the allocation of resources to ensure departmental and organizational goals are met.

+ Maintain communication with clients to ensure consistent and satisfactory service; address issues, respond to customer inquiries, and resolve complaints.

+ Ensure quality services are provided in accordance with account requirements.

+ Visit client accounts and establish customer inspection and visitation schedules.

+ Maintain effective and robust quality assurance programs.

+ Manage employee performance for the growth of the branch.

+ Advise sales team on leads and industry trends in the area; meet branch sales objectives by partnering with the sales team in efforts to develop new business and other opportunities.

+ Develop and maintain solid relationships with clients and become the face of the organization in the local marketplace.

+ Establish a business relationship with potential customers.

+ Oversee new account bidding process and maintain all customer contact specifications.

+ Meet financial objectives by controlling expenses, expanding billable services to current customers, and attracting new customers

+ Special projects and other duties as assigned.

**Required Qualifications**

**_Education:_**

+ Bachelor’s degree or equivalent experience.

**_Experience:_**

+ 7 to 10 years of experience, including management experience.

**_Other:_**

+ Ability to understand profit and loss statements.Ability to effectively lead a staff of direct reports and an organization from a strategic level, while managing details on multiple concurrent tasks while meeting various deadlines.

+ Proven track record as an effective manager in a high-performance organization, success as a builder of collaborative, high-performance teams whose management style is characterized as results orientation.

+ Exceptional verbal and written communication, interpersonal, consultative, and negotiation skills.

+ Ability to work in a fast pace work environment balancing multiple projects and embracing change.

+ Strategic thinker, with an ability to contribute at both a strategic and operational level.

+ Proven leadership in delivering high-impact solutions.

+ Ability to resolve issues under tight timeframes and pressure.

+ Excellent time management and organizational skills, detail orientation with solid analytical, troubleshooting, and decision-making skills

+ Strong interpersonal skills; ability to develop productive business relationships; and ability to influence and educate key internal clients.

REQNUMBER: 65409

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

**R0037610**

**Account & Relationship Management Executive**

**IN, OH or adjacent, works remotely**

**Our products make a difference – and so do our people.**

**Clinical Effectiveness, a Wolters Kluwer Health business** , is seeking experienced Account & Relationship Sales Managers to continue driving growth in their Healthcare Provider marketplace across the US.

**Why join Wolters Kluwer?**

**Wolters Kluwer Health's Clinical Effectiveness (CE)** organization is a fast-growing and innovation-driven healthcare information technology (HIT) provider working on the front lines of clinical care. Our talented team of physician editors, technologists, and product visionaries collaborate to provide advanced clinical decision support solutions that measurably improve clinical effectiveness by helping clinicians provide optimal care for their patients. Its industry-leading solutions include _UpToDate_ and a suite of offerings provided by _Clinical Drug Information_ .

**UpToDate** clinical decision support is trusted by over 1 million clinicians in more than 170 countries to help them strengthen point-of-care decision making. More than 60 research studies show UpToDate helps improve patient care and hospital performance, including reduced lengths of stay, adverse complications and mortality.

**Clinical Drug Information** provides an aligned medication decision support solution, including both EMR-integrated drug data and point-of-care drug reference information, featuring **Lexicomp, Medi-Span, and Facts & Comparisons** applications. Impacting more than 13 million lives a day, Clinical Drug Information solutions help save time, reduce medication errors, and enhance patient outcomes for thousands of hospitals and health systems, top-grossing retail pharmacies and payers, and tens of thousands of individual clinicians worldwide.

If you have a passion for improving patient care, a drive to succeed and exceed quota, experience in Healthcare IT, and are interested in working for a global market leader we encourage you learn more about this role.

**_This position will be responsible for a territory including all of IN and the Cincinnati/Dayton, OH area. Must be based in, or adjacent to the territory._**

**ESSENTIAL DUTIES & RESPONSIBILITIES**

The **Account & Relationship Management Executive** is a hybrid hunter/farmer role, responsible for both new business and renewals in the Healthcare Provider marketplace. Customer base includes but is not limited to hospitals, health systems, pharmacies, universities and clinics.

Using a value proposition solution selling model, the Account & Relationship Management Executive will secure new business by partnering with Inside Sales, Sales Operations, and Customer Success Teams on the following:

+ Identifying target opportunities, building relationships with stakeholders and key decision makers, and determine opportunity accountability & responsibilities by role for active selling phase.

+ Developing a customized product solution proposal, and conducting product demos.

+ Coordinating with Inside Sales team for timely contract creation, terms and conditions development, quoting, and modifications.

+ Closely managing the deal through closure, keeping management informed of any risks or delays.

The **Account & Relationship Management Executive** will also work to retain customers and create cross-sell/up-sell opportunities in the existing customer base. This includes:

+ Conducting regular account review meetings; Reviewing account utilization management reporting to provide recommendations.

+ Overseeing contract renewals driven by Inside Sales team.

+ Collaborate with marketing in account communications planning and marketing campaigns.

**JOB QUALIFICATIONS**

**Education:**

+ Bachelor’s Degree or equivalent is required; MBA preferred.

**Required Experience:**

3+ years in a field sales role required, 5+ years preferred including:

+ Demonstrated ability to build relationships with and present to key decision-makers.

+ Excellent account management skills and ability to manage external and internal business priorities.

+ Ability to demonstrate and communicate value of sophisticated and complex products/technologies.

+ Ability to construct, present and execute a Territory Business Plan.

**Preferred Experience:**

+ Experience with Healthcare Platform Sales.

+ Experience with SAAS platform sales.

+ Expertise in Microsoft product suite and Salesforce.

**Preferred Knowledge, Skills and Abilities** **:**

+ Highly motivated, with proven ability to over-achieve individual and team-based targets.

+ Excellent analytical, listening and presentation skills.

+ Effective time management and prioritization skills.

+ Exceptional verbal and communication skills.

+ Excellent administrative and organizational skills and process-orientation.

**Travel Requirements**

+ Ability to travel up to 60% in local territory (Indiana / Cincinnati Area).

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

As the leading line of business, UMB’s bottom line is directly impacted by the growth of our commercial Agricultural portfolio. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Ag relationships throughout its life – developing meaningful connections with management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

The **Ag Relationship Manager** leads a team of professional product specialists and they collectively shape solutions that will entice prospective companies to award new business to UMB. Engaging and building relationships with Business Owners, CFO’s, CEO’s, Controllers, and working with existing clients, you have the ability to help clients achieve their financial dreams, stream line business processes and help them better understand their working cash flow needs. This position will be remote but primary areas of emphasis are Eastern Kansas or Western Missouri to address customer coverage needs today and into the future.

**How you’ll spend your time:**

+ You will build your own commercial loan portfolio, by prospecting for new Agricultural business.

+ You will engage and lead other team members to determine what other products and services the client might benefit from.

+ You will collaborate with commercial clients to better understand their business and financial needs.

+ You will analyze the business in order to qualify clients for bank products and services.

**We’re excited to talk with you if:**

+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales.

+ You possess a bachelor’s degree or equivalent experience in related field.

+ You are curious and want to know how companies work and what helps them remain successful in their respective industries.

+ You have demonstrated knowledge of credit, bank products, services, underwriting, and bank operations.

**Compensation Range:**

Minimum: $105,000.00 - Mid Point: $149,940.00

_The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talenta[email protected]_ _to let us know the nature of your request._

_If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://umb.com/wps/wcm/connect/umb2019/b1c5ee58-10e4-4f99-97c4-887617dc9409/Privacy-Notice-for-California-Candidates.pdf?MOD=AJPERES) to understand how we collect and use your personal information when you apply for employment with UMB._

**_Who we are_**

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB