8 Account Management jobs in Greeley

At Blue, we discover pathways to realize your possibilities! Our Business Development Specialist will spend about 80% of their time out of the office maintaining current relationships and gaining new relationships as well as holding financial literacy seminars, presentations, member sing-ups, and attending networking events. 20% of the time will be spent in the office conducting activities that contribute to the development of business for the credit union (e.g., cold calling, and follow-ups) Initiate contact with potential organizations/employees through meetings, presentations, and phone calls. Assist with new member growth through individual member contact via phone, email, ect. while tracking all efforts through a sales funnel. The Business Development Specialist is responsible for the acquisition and retention of SEG and community partners.
Major Duties and Responsibilities

• Assist members and new prospects with their financial goals by identifying and promoting products, loans and services to meet those needs. Open new accounts, disseminate referrals to departments and follow-up on account requests received from Select Employee Groups (SEG).
• Build relationships with business partners to gain new member loyalty through SEG penetration with the foundation for a partnership in community involvement. Partner with the Public Relations and Marketing teams to effectively onboard and promote brand awareness.
• Make informative and persuasive presentations to management, staff, established and prospective members, and outside organizations. Communicate and discuss complex ideas.
• Organize and represent the credit union at community events, expos, business presentations, seminars, etc.
• Maintain and organize company list, member representative files, mail list, SEG approvals and communication to staff. Track business development efforts and outcomes. Present monthly reports to the Business Development Sales Manager (i.e., visits, calls, referrals, incentives, etc.).
• Contact current and potential employee groups by phone and in person to supply marketing material; work with client in order to increase new member penetration. Conduct regular sign-ups and presentations including preparation of material, expo display and mailings.
• Collaborate with the Business Development Sales Manager to develop strategies to increase membership and product penetration. Ensure marketing material is developed on time by working in conjunction with marketing team.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• Develop and execute a business plan that is designed to meet and exceed financial, market, and operational goals for your respective territory
• Service existing referral sources, and establishes new referral sources by planning and organizing daily work schedule to increase awareness and drive revenue in regional territory
• Adjust content of presentations by studying the type of referral source
• Effective territory planning to ensure retention and penetration of existing referral sources, cultivation of new community partners, and the conversion of high quality revenue
• Work with internal teams to implement and train on solutions to ensure successful client/patient outcomes
• Work cross functionally with team members including other BD reps, Admissions, Billing, Marketing, and other internal support functions
• Utilize CRM and other methods for planning, forecasting and business intelligence in order to support strategic and tactical decisions
• Responsible for executing to established KPIs
• Keep leadership informed of territory progress on a regular basis
• Preparation and operation of trade shows, conventions, and/or clinical meetings
• Provide high quality resource support to staff and treatment team
• Adhere to all company policies and procedures
• Maintain confidentiality in accordance with established policies and procedures and standards of care
• Perform other job-related duties as assigned

• Bachelor's Degree or commensurate experience required
• 2+ years of business development experience within the behavioral health field with a proven track record of growing programs and census required
• Experience working in the adult substance abuse, adolescent and young adult populations is preferred
• Valid driver's license and a safe driving record
• Self-motivated, organized and a passion to help
• Highly energetic and focused sales personality
• Demonstrated ability to develop both internal and external long-term business relationships
• Proven skills in working independently on several projects and presentations simultaneously
• Prior experience using KIPU or other CRM system

• Excellent critical thinking skills and organizational abilities
• Excellent communication skills; ability to communicate clearly and concisely, verbally and in writing
• Quickly and effectively identify and resolve problematic situations
• Comfortable analyzing information and dealing with complexity
• Attention to detail and accuracy
• Able to handle confidential material in a reliable manner
• Ability to interact and communicate with individuals at all levels of organization
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to effectively prioritize workload in a fast-paced environment
• Proficiency with Microsoft Office Suite

• Subsidized Health Insurance Coverage for Employee, Spouse, & Dependent(s)
• 100% Employer Paid Basic Life Insurance equal to 1x annual salary, up to $00,000
• 100% Employer Paid Employee Assistance Program
• Voluntary Dental, Vision, Short-Term Disability, Supplemental Life & AD&D, Critical Illness, Accident, and Hospital Indemnity Insurance.
• Pre-tax Savings Accounts for all IRS-allowable medical and dependent care expenses
• Generous Paid Time Off plan and 10 Paid Holidays annually
• Employee Referral Bonuses
• 401K Retirement Plan & Employer Match

• 30 days PDO - Up to 6 weeks (PDO includes company observed holidays)
• Continuing education opportunities
• Scholarship program for employees
• Matching 401(k) plan for all employees
• Comprehensive insurance plans for medical, dental and vision coverage for full-time employees
• Supplemental insurance policies for life, disability, critical illness, hospital indemnity and accident insurance plans for full-time employees
• Flexible spending account plans for full-time employees
• Minimum essential coverage health insurance plan for all employees
• Electronic medical records and mobile devices for all clinicians
• Incentivized bonus plan

• Must have a high school diploma.
• Must have demonstrated related field experience.
• Must have demonstrated experience and understand federal, state, and local laws and regulatory guidelines governing the operations of Medicare certified home health and hospice.
• Must have basic demonstrated technology skills, including operation of a mobile device.

• A bachelor's degree in business, marketing, finance, or healthcare management is preferred.
• A licensed professional with extensive field experience may be considered in lieu of direct field experience.
• Related experience working with beneficiary qualifications is preferred.
• Previous experience with a Medicare home health or hospice is preferred.
• Management experience is preferred.

• Must possess a valid state driver license
• Must maintain automobile liability insurance as required by law
• Must maintain dependable transportation in good working condition
• Must be able to safely drive an automobile in all types of weather conditions

Service Area - North Denver (Thornton, Westminster, Commerce City, Broomfield)Branch - LovelandReady to work in an exciting industry with great development potential? We're looking for committed professionals like you to support our growth in Colorado - come see what it's like to be an Eagle Rocker. From locations in Pueblo, Durango, Denver, Loveland, and now, Monument, Eagle Rock distributes a broad portfolio of beer, wine and spiritsincluding Anheuser-Busch and Sazeracproducts across Colorado. Along with competitive pay and benefits, our hard-working associates have the opportunity to grow their careers into sales, delivery, warehousing and more!About the OpportunityThe Relief Account Manager contributes to the success of the company by maximizing the sales and marketing of supplier brands in assigned off-premise accounts through consultative sales techniques, the building of strong relationships with key decision makers and effective planning, selling, merchandising and communication that permits achievement of company and supplier objectives. This entry-level sales position is a perfect opportunity to learn and grow in the exciting beverage distributing industry.This is a full-time position that supports routes in Denver and surrounding areas. Based on customer demands and business operational needs, this position may require some work on weekends.Job Duties Include: Provideing vacation coverage and other support to Account Managers. Leveraging consultative sales skills and positive relationships with accounts to Solicit products in a defined route area while operating a company vehicle. Managing inventory through regular counts, rotation, maintenance and removal of close-to-code product. Actively managing and maintaining positive working relationships with our retail partners. Developing and implementing sales promotions to encourage distribution and product growth. Constantly seek to identify new opportunities to grow our existing portfolio. Establishing sales promotions through displays and samplings Ensuring marketing and sales support materials are displayed in each retail outlet. Securing the best possible selling position for our products (including primary displays, coolers, etc.). Place all brand POS materials including neons, glassware, paper goods, and display enhancers in order to establish a "look of the leader". Maintaining strong lines of communication with delivery drivers and merchandisers to execute daily duties and merchandising expectations. Understanding and complying with all Eagle Rock Distributing Company policies and procedures. Operating vehicles and conducting work duties safely and in accordance with established policies. Attending all required Company meetings. Taking initiative in the development of and actively participates in personal growth and development plans.Necessary Education and Experience High school diploma or GED required Bachelor's degree preferred Prior sales experience preferred Prior experience in the beverage alcohol industry and/or distribution preferredKnowledge, Skills and Abilities Must be able to meet company MVR and insurability standard Exhibits a sense of urgency to achieve timely, quality results Effectively manages multiple tasks and priorities Works effectively individually or in a team environment Remains highly organized in a fast-paced environment Ability to quickly learn and effectively utilize product knowledge, sales techniques and account characteristics, Adheres closely to company policies and procedure and all relevant laws Communicates clearly, proactively and effectively with co-workers, leadership, suppliers and accounts Displays strong customer service skills Possesses strong attention to detail Exercises sound judgement in decision-making Takes initiative to complete regular responsibilities, assigned tasks and achieve goals Exhibits competence when using technology that includes, but is not limited to: tablets, cell phones, standard office equipment and systems, sales and warehouse management software.At Eagle Rock, safety is the first priority. To enjoy this job to the fullest, it's important that our drivers be able to meet the physical demands of the position, which include: Requires frequent sitting, standing, walking, bending/crouching and reaching in front and above the head May require sitting or standing for extended periods of time Regularly lifts and carries items weighing up to 30 lbs. Occasionally lifts, pushes or pulls items up to 70 lbs. (with or without assistance) Job duties are primarily performed inside and outside customer accounts Occasional work in an office and/or warehouse environment is required Experiences exposure to varying temperatures and weather conditionsAbout UsThe history of Eagle Rock Distributing Company goes all the way back the Prohibition Era with Atlanta Beverage Company selling non-alcoholic beer and Canada Dry Ginger Ale. Eagle Rock Distributing Company was formed in 2000 and today we distribute a wide-array of premium and craft beers, cider, import beers, wines, spirits, as well as non-alcoholic beverages and local products out of our locations in Georgia and Colorado. One thing that hasn't changed since our beginnings, however, is our unwavering commitment to our employees and loyal customers.Eagle Rock entered the Colorado market in late-2020, assuming distribution operations for Anheuser-Busch products across the state. Today, we have over 500 employees in the state, operating out of 8 locations, and continue to welcome new positions to support our growth in the state.Eagle Rock's mission is to challenge our employees to incorporate innovation and work to better the company's portfolio. We do this by offering world-class service and living out our core values of Family, Loyalty, Community, and Teamwork in everything that we do.Compensation and BenefitsCompensation range: $47,500-$50,000 per year(Actual compensation offer to candidate may vary from posted hiring range based upon route, geographic location, work experience, education, and/or skill level)This position is eligible for the following benefits: Health, Dental, Vision, Basic AD&D Life Insurance, Voluntary Life Insurance, Spousal Life Insurance, Child Life Insurance, Short Term Disability, Long Term Disability, 401(k) with company match.The Company provides the following compensation range and general description of other compensation and benefits that it in good faith believes it might pay and/or offer for this position. The Company reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex of other status protected by local, state, or federal law.Disclaimer:The list of requirements, duties and responsibilities is not exhaustive, but is merely the most accurate list for the current job. Management reserves the right to revise the job description and to require that other tasks be performed when circumstances of the job change (for example, emergencies, changes in personnel, workload, or technical development).Eagle Rock Distributing Co. is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran or disability status.Reasonable accommodations may be made, upon request, to enable individuals with disabilities to perform the essential functions of their position.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Greeley,CO $56,520.00 - $6,520.00; Fort Collins,CO 56,520.00 - 56,520.00; Loveland,CO 56,520.00 - 56,520.00; Windsor,CO 56,520.00 - 56,520.00; Longmont,CO 56,520.00 - 56,520.00; Firestone,CO 56,520.00 - 56,520.00