589 Relationship Manager jobs in Chicago
Customer Success Manager
Posted 15 days ago
Job Viewed
Job Description
Luster is a cutting-edge Predictive Enablement platform that helps sales teams close skill gaps before they impact performance. By utilizing hyper-realistic AI simulations and real-time skill insights, Luster empowers sales reps to master key techniques like objection handling and discovery. Backed by High Alpha, Luster creates tailored practice environments with custom customer personas, ensuring sales teams consistently perform at their best. Luster is looking to hire our next CSM! You'll work closely with and report directly to the CSM Manager, focused on product adoption, risk mitigation, and day to day customer communications. This is an early role, with the opportunity to help evolve and build our CS process, and work closely with our beta customers. What You'll Do: Serve as the point of contact for key customers across the customer lifecycle; on-boarding, adoption, and advocacy Coach customers to be product experts and train their teams on the platform so they become self-sufficient Monitor health metrics, conduct regular business reviews to celebrate positive outcomes and identify opportunities for growth, and help drive customer references and case studies Proactively identify account opportunities and churn/downgrade risks (and develop plans to optimize and resolve them) We need leaders in every role, and we'll need your help in improving the Customer Success process and role. You will help us identify new trends and opportunities for engaging customers and be an integral part of the marketing and sales organization. You will help set and measure weekly, monthly, and quarterly activity targets and goals Partner internally across other departments to optimize user experience with our product What You'll Need: 3+ years experience in a Customer Success role Ability to quickly learn technology and to speak with confidence about our platform Performing quality validation of product releases to ensure product enhancements are customer-ready Creating customer-facing educational tools like demonstration videos and help documentation Strategically influencing the roadmap by representing customer product feedback and direction - being the voice of the customer - along with recommendations to reduce customer escalations Proven success in building trust and driving results for a broad range of stakeholders: C-Suite, senior executives, developers, and day-to-day users of the software Proven record of unblocking relationships, turning detractors into advocates, and driving issues to resolution with great customer satisfaction Experience with CRM and Success Software preferred An efficient, goal-oriented individual with a growth mindset Experience with writing documentation and process mapping preferred Why Join Us? Opportunity to work with cutting-edge technologies and influence the technical direction of the company. Collaborative and inclusive work environment. Remote work location. Competitive salary, benefits, and career growth opportunities. Travel opportunities to meet customers or attend industry events Compensation: $90k base + Bonus, based on experience and qualifications Our Values: Brilliantly Compassionate True brilliance shines brightest when it's fueled by compassion. Our team is dedicated to creating a culture of empathy and support, where everyone's brilliance is valued and celebrated. No matter who you are — our team members, customers, users, the community — we treasure your well-being because we are bonded by connections that shine with authenticity. Venturing from the Box Forget outside the box. To us, there are no boxes. We value and seek creative ideas and how to push what's achievable. We celebrate ideas that are past known constraints and goals that envision what the future could be. We dream big to illuminate the path to brilliance. To reinvent what is possible. Honoring Expertise The art of practice is embedded in our DNA. Like our customers, our team members are dedicated to perfecting their skills to become masters of their craft. We know we'll always be learning, but we'll also always strive to outpace others. Our competence and expertise will always be what allows us to outshine the competition and win the race. We celebrate the strengths and skills of everyone from our users, customers, and team members. Our goal is to make everyone an expert in their job by utilizing their skills and infusing practice into their every day. We Face Fear Together Our days are filled with doubt and fear. We are doing big, scary things on the cutting edge of technology – we should be scared! We value fear for being a great equalizer and know it puts us in the position to support one another. We also know change begins with the right action in the face of fear. Just like a diamond in the rough, we know there is opportunity on the other side. Fear is not a barrier. It is a motivator for action. We're not afraid to fail — we're afraid of not trying. Luster is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Other Industries Software Development Referrals increase your chances of interviewing at Luster by 2x Get notified about new Customer Success Manager jobs in Chicago, IL . Chicago, IL $20,000 - 128,000 12 hours ago Chicago, IL 120,000 - 128,000 1 month ago Chicago, IL 75,000.00 - 125,000.00 2 weeks ago Chicago, IL 95,000.00 - 125,000.00 1 month ago Chicago, IL 15,000.00 - 65,000.00 1 week ago Senior Customer Success Manager, Enterprise Senior Strategic Customer Success Advisor Customer Success Manager, Bilingual (Spanish or Portuguese) Chicago, IL 60,000.00 - 65,000.00 1 month ago Client Success Manager - Financial Services Customer Success Lead, Strategic Accounts Chicago, IL 115,000.00 - 140,000.00 6 days ago Senior Manager, Customer Growth Marketing United States 140,000.00 - 192,500.00 1 hour ago Chicago, IL 80,000.00 - 90,000.00 1 month ago United States 116,000 - 159,500 1 week ago Manager Trainee - Operations (Travel Program; Relocation Required) Manager Trainee - Operations (Travel Program; Relocation Required) Field Reimbursement Manager (Oncology) – (Central Local Account Team, Chicago Territory IL, WI) Manager, Clinical Product Marketing, BDI Chicago, IL $9 ,000 - 105,000 3 weeks ago Chicago, IL 125,000 - 160,000 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Preferred Relationship Manager
Posted 1 day ago
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Job Description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
+ Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
+ Demonstrate ability to simplify and communicate complex financial concepts.
+ Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
+ Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
+ Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
+ Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
+ Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or equivalent combination of education and experience required.
+ Experience in a sales environment; experience in financial industry
+ Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
+ Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
+ Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
+ Position involves contact with the public, necessitating the ability to present a professional image.
+ This role may work with one or more FCs, which will require some local travelling.
+ This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ Occasional local and overnight travel as required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Roles with incentive opportunity: Grade 10 and above on VC or IComp
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Highly Incented Roles: Q, R, S, T Band or classified as Highly Incented/100% Commission and on IComp
Compensation:
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
#LI-JS1
Preferred Relationship Manager
Total Base Pay Range 53,400.00 - 109,500.00 USD Annual
LOCATION -- Chicago, Illinois 60607
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Preferred Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
+ Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
+ Demonstrate ability to simplify and communicate complex financial concepts.
+ Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
+ Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
+ Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
+ Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
+ Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or equivalent combination of education and experience required.
+ Experience in a sales environment; experience in financial industry
+ Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
+ Series SIE, 6, 63 and insurance licenses required.
+ Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
+ Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
+ Position involves contact with the public, necessitating the ability to present a professional image.
+ This role may work with one or more FCs, which will require some local travelling.
+ This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ Occasional local and overnight travel as required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
#LI-JS1
Preferred Relationship Manager
Total Base Pay Range 58,500.00 - 111,400.00 USD Annual
LOCATION -- Evergreen Park, Illinois 60805
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Client Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
**Location: Chicago, IL**
**About Cognizant**
Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve.
**Overview**
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
**Key Responsibilities**
· Build trusted relationships with client stakeholders
· Understand the client environment, issues, and priorities
· Work with clients to define their problems and co-create solutions
· Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
· Track of industry trends relevant to client business and bring forth proactive ideas and solutions
· Serve as the day-to-day point of contact for the clients
· Responsible for backlog growth including renewals and extensions of current engagements
· Lead the onsite project teams and ensure they understand the client environment
· Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the LS industry
**Required Experience**
· Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry
· Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
· Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
· Ability to interface at all levels of an organization
· Excellent oral and written communication skills and executive presentation and persuasion skills are required
· Bachelor's degree
**Preferred Experience**
· MS or MBA degree
· Strong background in a project environment and application development
· Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
· Must be detail oriented and able to manage and maintain all facets of complex assignments.
· Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
· Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
**Top Reasons to Join Our Team**
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
**Salary and other Compensation**
The annual salary for this position is between $50,000- 180,000 depending on the experience and other qualifications of the successful candidate.
**Benefits**
Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
· Medical/Dental/Vision/Life Insurance
· Paid holidays plus Paid Time Off
· 401(k) plan and contributions
· Long-term/Short-term Disability
· Paid Parental Leave
· Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law.
**A Good fit for the Cognizant culture**
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
**Work Authorization**
Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Client Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
Strategic Coach is the business coaching program for entrepreneurs who are passionate about what’s next for them, but are stuck on how to get there. We provide the framework and community for an easier and accelerated path forward. We’re looking for a proactive, “batteries-included” Client Relationship Manager (Program Advisor) to support our clients in their progress in The Strategic Coach Program and encourage them to renew their enrollment for the next year. The Client Relationship Manager is effectively the client’s go-to person between workshops. With experience, the Client Relationship Manager becomes an expert in how to use our tools and concepts and how to apply them to our clients’ businesses. You'll be responsible for: Client Success Manage, support, and coach up to 125-200 clients between their quarterly workshops. Learn all concepts and tools and become a resource for our clients. Reschedule clients who miss or cannot attend their regular workshop. Handle all client issues with professionalism, integrity, and grace. Attending Workshops Interact with, answer questions, and provide direction for clients in the workshops (you’ll attend 6-10 workshops/quarter). Travel to other workshop cities in North America on occasion (up to eight one-week trips per calendar year). Lead occasional presentations to clients on specific concepts or tools, requiring clear communication and effective public speaking skills. Achieve 75% or higher in client renewal from one year to the next. Increase renewals by effectively addressing clients’ needs and offering solutions, and actively engaging clients, both in person and on the phone. Qualifications required: 4+ years’ client management experience. Sales experience is considered an asset. A university or college degree. Who we’re looking for: You work independently and take charge of your own results. You maintain a high level of activity while managing multiple priorities. You’re confident and responsive, and you take initiative to make things happen. You have a strong entrepreneurial spirit—you embrace new opportunities and thrive in a constantly evolving and creative environment. You communicate clearly and persuasively with all types of people. Why Strategic Coach? We have: Exceptional Clients: As a Client Relationship Manager, you will play a key role in dramatically improving people’s lives. Our clients are extraordinary individuals who, because of their involvement in the Program, will go on to powerfully multiply their business, future, and growth. Extraordinary Culture: As a company that teaches entrepreneurial teamwork and walks our talk, we take a lot of pride in cultivating a collaborative, positive, growth-oriented culture. We are constantly supporting our team members in their own learning and growth as we evolve and innovate as a company. You’ll also get: Six weeks of paid time off each year. Twenty-one flex hours. A flexible and competitive benefits plan. Top-tier onboarding and training. Access to our first-class workshop programs. Fun team challenges, events, and celebrations. Three paid days off per year to volunteer with your chosen community. Access to a fully-equipped gym. Unlimited free pop, juice, coffee, and occasional catered lunches. And much, much more! If you think this position is a right-fit for you, apply today! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted. Strategic Coach is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values and corporate culture, Strategic Coach is committed to providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. If you have an accommodation need, please contact Human Resources in advance of your interview to make appropriate arrangements. By applying, you agree that the statements made by you are true, complete, and correct to the best of your knowledge. Further, you understand that any falsification of statements, misrepresentations, and/or deliberate omission or concealment of information may be considered just cause for dismissal. #J-18808-Ljbffr
Client Relationship Manager
Posted 1 day ago
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Job Description
DescriptionClient Relationship ManagerReports to: Head of Client Engagement BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA's expertise in serving the commercial banking and risk management functions and BAI's knowledge in serving the retail banking and regulatory compliance functions. It's a complementary union of two non-profit organizations that have always had their members' and customers' best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.The Research business within ProSight, is a benchmarking, data analytics, and insights line of business serving the financial services industry including the largest banks in the U.S. We are seeking a highly motivated and client service-oriented Client Relationship Manager to join our growing team. The Client Relationship Manager (CRM) is responsible for all aspects of relationship management and development with a portfolio of 10-15 existing Research customers. The CRM will oversee all phases of the customer lifecycle to ensure 1) successful delivery of Research programs, 2) effective adoption and usage of analysis insights across the customer organization, 3) build strong, trust-based relationship with key client leaders at multiple levels of the customer, 4) identify customer needs and propose new program solutions, and 5) act as the primary point of contact for all Research programs.Responsibilities:Engagement ManagementInspire customer confidence through timely and reliable execution of servicesEnsure customers track to most effective use of Research programs and solutionsCreate internal account plans for customers to identify areas of needsEstablish a cadence of communicating with customers about adoption of trends, sentiment, and mining opportunities for engagementConduct customer training and onboarding activities Program ManagementLead and deliver initiatives and customer engagements and programsManage all phases of customer program lifecycle to ensure successful delivery Problem SolvingIdentify the most critical aspects of a problem and guide business focused solutions and recommendations that drive customer valueInitiate changes to program direction where required, and able to decide and act without the total pictureAble to successfully navigate internally to solve customer problemsCommercial OrientationHelp protect the core value of the relationship and identify strong opportunities for growth (Retain, Recognize and Recommend)Understand and uncover client needs, initiatives, and deployment opportunities to develop and align prioritized programs for customers with identified milestones and goalsAdvocacyIdentify opportunities for clients to act as advocates (e.g. testimonials, case studies, etc.) Analyze customer utilization patterns to identify areas of opportunity, risk, and needShare best practices with customers and encourage their adoption and usage of program deliverables and insights Operational SupportProvide operational support for the customers under your management to give customers a primary point of contact for all issues related to Research programs and solutionsCollaborate with Research Intelligence Experts and Data Management and Analytics team to resolve inbound customer issues/questions, data submissions and QA and scheduling needsPartner internally on communication planning including lifecycle marketing, targeted customer communications, and thought leadership campaignsRequirements Bachelor's degree required5+ years of customer service, training, or sales experienceExperience working with large banks or financial services clients required A deep customer service focus with strong attention to detailProactive, strategic, and creative thinker with a collaborative approach to problem solving and project managementAnalytical and quantitative aptitudeA proven ability to build long-term customer relationshipsExcellent communication and interpersonal skills with the ability to interact with clients at all levels (analyst to executive)High computer literacy and ability to learn new softwareOccasional client facing travel required, estimated to be less than 10% of the time The compensation range for this position is $120,000-$150,000 which includes base salary and participation in a commission plan based on individual sales results. ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.To learn more about our company please visit and
Sr Commercial Relationship Manager
Posted 9 days ago
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Sr Commercial Relationship Manager page is loaded
Sr Commercial Relationship ManagerApply locations IL - Chicago - North Peoria | time type Full time | posted on Posted 4 Days Ago | job requisition id R8100
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Relationship Manager (RM) will handle multi-faceted relationships by calling on prospective and existing clients to generate loans, deposits, and fees for a geographic area. Responsibilities include determining credit eligibility, preparing loan narratives, ensuring loans meet criteria, and cross-selling products. The RM will market products and services, prepare for client calls, make sales calls, follow up, and monitor profitability of assigned relationships. The role contributes to achieving sales and service goals to build customer relationships and enhance shareholder value. The position is typically located in a market hub or high potential area.
Essential Functions/Responsibilities
- Develop new and expand existing client relationships through business development, reviewing clients financial needs, and cross-selling products.
- Grow and maintain a profitable book of business (loans and deposits) to meet goals.
- Understand clients needs through analysis of financial data.
- Qualify prospects by analyzing financial data to assess creditworthiness and loan merits.
- Prepare and oversee loan approval processes, including underwriting and obtaining approvals.
- Negotiate credit terms including pricing, fees, repayment, collateral, etc.
- Manage portfolio including monitoring credit quality, past due credits, non-performing loans, and compliance.
- Participate in community, civic, and professional organizations.
- Refer loans to loan committee for approval.
- Understand clients financial goals, provide advice, and refer to other banking lines as needed.
- Collaborate with internal teams and management.
- Participate in marketing and sales initiatives, ensuring compliance with policies and regulations.
Minimum Knowledge, Skills, and Abilities
- Bachelors degree.
- Ten years of proven relationship/account management experience in banking sales.
- Excellent communication, organizational, analytical, and problem-solving skills.
- Ability to generate new business through consultative sales.
- Negotiation and marketing skills.
- Ability to work effectively with individuals and groups.
- Product knowledge and credit analysis experience.
Preferred Knowledge and Skills
- Experience in Capital Markets or Middle Market ($75MM+).
- Experience in Structured Finance, Asset Based Lending, ESOP, or syndicated transactions.
Scope and Independence
- Strong sales and relationship management skills.
- Ability to analyze diverse viewpoints and gain agreement on high-level issues.
Decision-Making
- Works with limited supervision.
- Collaborates with senior management.
- Has authority to make decisions within laws, regulations, and policies, impacting financial results and business prospects.
Supervisory Responsibilities
Details not specified.
Physical Requirements
Details not specified.
Compliance Statement
The associate must meet all compliance requirements related to laws, regulations, and policies including Bank Secrecy Act, Anti-Money Laundering, OFAC, and others.
Development and Training
Details not specified.
Benefits
We offer relevant benefits and programs supporting holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible except Co-Op, Intern, or Student positions.
Our policy prohibits discrimination based on protected characteristics and we are an E-Verify Employer.
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IT Business Relationship Manager
Posted today
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Job Description
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
**Primary Job Function:**
+ Responsible for the IT portfolio of a business unit of the Sector. Makes sure the portfolio enhances organizational strategy through successful, consistent and predictable delivery of programs, projects and applications.
+ Achieves this where needed supported by a small staff which partners with the business, has excellent understanding of the business processes, is aware of the evolution of technologies, and takes into account regulations relevant to the business area.
+ Proactively identifies areas of opportunity to apply IT for new business opportunities, process improvement, and cost efficiencies. Provides insight to the business unit on how to best develop and leverage IT capabilities for the organization(s).
+ Primary point of contact for overall IT needs for a business unit. Responsible for prioritizing demand
**Core Job Responsibilities:**
+ Responsible for compliance with applicable Corporate and Divisional Policies and procedures. Understands and contributes to the business unit strategy and translates business strategy in an aligned IT strategy and portfolio of programs, projects and applications. Champion change and innovation. Stimulates creativity and innovation in others. Open to new ideas. Supports those who initiate change and take risks.
+ Promotes a Global Perspective. Constant awareness of evolving regulatory requirements to the specific business unit, and influence the IT stakeholders and vendors in addressing these evolutions in the most efficient way. Understand the business of the unit, and ensure that IT solutions meet the needs of the business. Understand the specific challenges and opportunities linked to the regulatory, legal, and economic situation of the business unit.
+ Consulting toward business process owners and business unit management on IT tools and solutions. Recommend solutions assuring fit with BU direction, strategy and priorities. Where needed involve IT business consultants and external technology experts. Influence and partner with business leaders (Director, Sr. Director level) to manage and align the unit IT portfolio.
+ Close collaborate with other parts of BU IT, adjacent business departments, and external partners to ensure adequate and timely delivery of agreed services, in line with agreed service levels. Partner and collaborate with key IT staff of other Abbott divisions in order to support cross divisional business initiatives, and explore IT synergies and efficiencies. Agrees with unit management and global BRM, on the portfolio of programs, projects, and applications, and ensures that unit long range plan and budgets are aligned.
+ In the BRM team align the unit portfolios, identify conflicts and synergies and act upon this. Negotiates for and secures resources to meet the long-range needs of the unit.
+ Oversee and control the unit IT budget, project capital/RCE expenditures and Riverside the Business IT Expert team budget, project capital/RCE Expenditures. Continually look for opportunities for cost reductions and cost avoidance. Manage IT projects across business unit, and division wide when and where applicable. Participate in business projects based on IT expertise.
+ Responsible for all aspects of people leadership for the Business IT Expert team; setting expectations, coaching, counseling, developing, evaluating, feedback, hiring, discipline and separation. Determine necessary skills set. Confronts and deals with people issues in a constructive and timely manner. Responsible for overall morale of team and promotes cohesive attitude.
+ Establishes staffing/resources plans determining appropriate mix of sourcing opportunities. Responsible for overall organizational effectiveness. Responsible for compliance with applicable Corporate and Divisional policies and procedures. Operates with goals set by the sector BRM . Erroneous decisions would normally result in failure to complete projects critical to major objectives of the business unit. Has direct impact on capital budget, expenses and major project completion.
+ Make strategic decisions that impact the business unit. Shared decision authority for business unit IT budget and project activities. Manage initiatives that span virtual teams across the world and cross cultures. Resolve issues raised to the governance committees of projects and ensure projects stay in scope.
**Position Accountability & Scope:**
Financial implications of the applications ranging up to $10MM. Cumulative project budgets ranging up to $MM. Typ 1,000+ users and 5 MM.
**Supervisory Responsibilities:**
Directly manages up to 4 leads, and 40 indirect reports and project staff.
**Minimum Education Required:**
Bachelor degree in Computer Science, Business Administration or another discipline relevant for the healthcare industry or equivalent experience.
**Minimum Experience/Training Required:**
+ 7-10 years of IT or business experience in large or midsized multinational health Care organization.
+ Broad IT or business expertise in various disciplines like system development, and including infrastructure.
+ Additional experience in setting IT or business strategy and business IT alignment.
+ Good organizational skills, including program/project management governance.
+ Strong interdisciplinary, intercultural, influence, and networking skills.
+ Experience with GxP validation.
+ Experience with vendor management.
+ Qualification in project management.
+ Business unit relevant business process knowledge, as related to IT.
+ Deep knowledge of all technologies used or to be used by the Functional area.
+ Strong influence and negotiating skills.
+ Experience leading teams - both with direct staff and indirect project teams.
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews and @AbbottGlobal.
The base pay for this position is 97,300.00 - 194,700.00. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
VP, Commercial Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
The Liquidity Specialty Group targets the Emerging Middle Market segmentation, $10MM-$0MM in company revenues. This exciting role will focus on creating relationships across our footprint with an emphasis on deposits, cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus, partnering across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group. The ideal candidate will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join a highly valued segment within a stable and thriving bank.
Ideal candidate facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
+ Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
+ May coordinate closing with closing department, clients and attorneys.
+ Serves as a daily escalation resource to ensure client expectations are met or exceeded.
+ Advises clients on loan products, options, rates, terms and collateral requirements.
+ May advise business clients on cash management/deposits solutions.
+ Advises clients, where possible, on business management and other financial matters.
+ Develops and manages Commercial banking relationships, plans for prospective clients;
+ may include focused calling and pipeline management activities.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
+ Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
+ Monitors and tracks performance, and addresses any issues.
+ Ensures proper documentations for loans and cash management services.
+ Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
+ Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
+ Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
+ Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
+ Follows up after closing to insure all documents are completed and filed.
+ Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
+ Gathers data to advance sale process and completes all required documentation.
+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
+ Tracks implementation requests to keep the process on track with timelines.
+ Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
+ Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
+ Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
+ Maintains current client information on Bank system/files to ensure client history is accurate and complete.
+ Ensures accurate billing to clients.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
88,800.00 - 165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Healthcare Business Banking Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
**Job Description**
Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning.
Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Seven or more years of relevant experience
**Preferred Skills/Experience**
- Prior Healthcare and Practice Finance banking & structuring experience
- Prior experience in clinic and center Commercial Real Estate
- Experience partnering across a large, matrixed organization in support of client delivery execution (especially with Treasury Management, Payments, and Wealth Management partners)
- Experience working with Healthcare and Practice clients & prospects
- Experience managing complex credit structures and loan requests larger than $.5MM
- Experience working with companies and practices up to 25MM in annual revenue
- Experience working with Salesforce and nCino
- Proven success developing new business and COIs in the healthcare industry
- Demonstrated knowledge of commercial credit and credit quality
- Agile and innovative approach to problem solving and decision making
- Excellent verbal and written communication and presentation skills
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: 119,765.00 - 140,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**