30 Client Relationships jobs in Buda
Relationship Manager
78703 Austin, Texas
Lincoln Financial
Posted 2 days ago
Job Viewed
Job Description
**Alternate Locations:** Work from Home; Boise, ID (Idaho); Canonsburg, PA (Pennsylvania); Chicago, IL (Illinois); Cleveland, OH (Ohio); Columbus, OH (Ohio); Detroit, MI (Michigan); Hartford, CT (Connecticut); Indianapolis, IN (Indiana); Kansas City, KS (Kansas); Louisville, KY (Kentucky); Madison, WI (Wisconsin); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Omaha, NE (Nebraska); Philadelphia, PA (Pennsylvania); Pittsburgh, PA (Pennsylvania); Radnor, PA (Pennsylvania); Rochester, NY (New York); Southfield, MI (Michigan); St. Louis, MO (Missouri); US Midwest; US Northeast
**Work Arrangement:**
Remote : Work at home employee residing outside of a commutable distance to an office location.
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75172
**The Role at a Glance**
Lincoln has an opening for a **Relationship Manager** who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients in the **Midwest/Northeast region** . With an entrepreneurial approach to managing your assigned clients, you'll form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, all with a focus on client satisfaction and retention.
**What you'll be doing**
- Serving as a strategic partner to our retirement plan clients
- Leading a robust and experienced internal service team
- Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
- Using your organizational and leadership skills to navigate through successful issue resolution
- Strategically presenting new products and services, as appropriate
**What we're looking for**
Must haves:
- 5+ years of experience in the Retirement Industry in a client facing role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- FINRA S6 & S63- required within 90 days of hire
- Life & Health license- required within 120 days of hire
- Ability to travel to clients approximately 30% of time
Nice-to haves:
- Experience with retention of Retirement Plan clients in the mid-market
- Governmental plan experience
**Application Deadline**
Applications for this position will be accepted through October 24rd, 2025, subject to earlier closure due to applicant volume
#LI-Remote
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $80,000 - $130,000 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
**Work Arrangement:**
Remote : Work at home employee residing outside of a commutable distance to an office location.
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75172
**The Role at a Glance**
Lincoln has an opening for a **Relationship Manager** who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients in the **Midwest/Northeast region** . With an entrepreneurial approach to managing your assigned clients, you'll form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, all with a focus on client satisfaction and retention.
**What you'll be doing**
- Serving as a strategic partner to our retirement plan clients
- Leading a robust and experienced internal service team
- Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
- Using your organizational and leadership skills to navigate through successful issue resolution
- Strategically presenting new products and services, as appropriate
**What we're looking for**
Must haves:
- 5+ years of experience in the Retirement Industry in a client facing role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- FINRA S6 & S63- required within 90 days of hire
- Life & Health license- required within 120 days of hire
- Ability to travel to clients approximately 30% of time
Nice-to haves:
- Experience with retention of Retirement Plan clients in the mid-market
- Governmental plan experience
**Application Deadline**
Applications for this position will be accepted through October 24rd, 2025, subject to earlier closure due to applicant volume
#LI-Remote
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $80,000 - $130,000 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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0
Senior Account & Relationship Manager
78703 Austin, Texas
Wolters Kluwer
Posted 6 days ago
Job Viewed
Job Description
**Permanent remote role with travel.**
As a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying and developing new business opportunities. Your role involves deeper engagement with clients and more responsibility in setting and negotiating terms. You will significantly contribute to customer satisfaction and revenue growth.
Responsibilities:
+ Identify and develop new business opportunities within assigned market.
+ Engage with clients to understand their needs and align them with the organization's offerings.
+ Prepare and deliver effective sales presentations and product demonstrations.
+ Negotiate product/service terms with moderate authority.
+ Maintain comprehensive records of customer interactions and sales metrics.
+ Follow up on leads and convert them into sales.
+ Manage customer accounts and ensure their satisfaction.
+ Collaborate with internal teams to address customer requirements and issues.
+ Assist in the preparation of sales forecasts and performance reports.
+ Participate in developing strategies to achieve sales targets.
Skills & Experience:
+ 5+ years experience in a legal field sales role
+ Communication: Strong verbal and written communication skills.
+ Customer Service: Understanding of principles and practices for effective customer service.
+ Product Knowledge: Familiarity with the organization's products or services.
+ Sales Strategy: Ability to engage in moderate negotiation and sales tactics.
+ CRM Software: Proficient use of Customer Relationship Management tools.
+ Problem-Solving: Capability to resolve moderately complex customer issues.
+ Organization: Strong organizational and time-management skills.
+ Analytical Skills: Basic analytics for tracking performance and metrics.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA:: $76,350 - $105,700
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 a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying and developing new business opportunities. Your role involves deeper engagement with clients and more responsibility in setting and negotiating terms. You will significantly contribute to customer satisfaction and revenue growth.
Responsibilities:
+ Identify and develop new business opportunities within assigned market.
+ Engage with clients to understand their needs and align them with the organization's offerings.
+ Prepare and deliver effective sales presentations and product demonstrations.
+ Negotiate product/service terms with moderate authority.
+ Maintain comprehensive records of customer interactions and sales metrics.
+ Follow up on leads and convert them into sales.
+ Manage customer accounts and ensure their satisfaction.
+ Collaborate with internal teams to address customer requirements and issues.
+ Assist in the preparation of sales forecasts and performance reports.
+ Participate in developing strategies to achieve sales targets.
Skills & Experience:
+ 5+ years experience in a legal field sales role
+ Communication: Strong verbal and written communication skills.
+ Customer Service: Understanding of principles and practices for effective customer service.
+ Product Knowledge: Familiarity with the organization's products or services.
+ Sales Strategy: Ability to engage in moderate negotiation and sales tactics.
+ CRM Software: Proficient use of Customer Relationship Management tools.
+ Problem-Solving: Capability to resolve moderately complex customer issues.
+ Organization: Strong organizational and time-management skills.
+ Analytical Skills: Basic analytics for tracking performance and metrics.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA:: $76,350 - $105,700
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.
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1
Relationship Manager, Credit Union
78703 Austin, Texas
Fiserv
Posted 15 days ago
Job Viewed
Job Description
**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Relationship Manager, Credit Union
**hat does a successful Relationship Manager, Credit Union do?**
At Fiserv, a successful Relationship Manager for our Credit Unions builds and sustains strong relationships with our largest credit union clients. You will be the primary contact for senior-level managers, managing and growing these relationships to foster customer loyalty and boost revenues. You will leverage Fiserv's extensive resources and solutions to maximize client growth and profitability, enhancing client satisfaction and retention to ensure increased profitability for Fiserv.
**What you will do:**
+ Manage and grow relationships with key executive and operational decision-makers at major credit unions.
+ Understand the credit union's business challenges, strategic objectives, and competitive landscape to identify the best Fiserv solutions.
+ Develop and maintain an Account Plan that integrates Fiserv business units to achieve specific goals.
+ Promote client participation in Fiserv events such as annual conferences and regional meetings.
+ Secure timely contract renewals and monitor client satisfaction, addressing improvement areas proactively.
+ Achieve annual sales quotas through add-on products, services, and renewals.
+ Create and present formal proposals for additional products and services that align with client needs.
+ Ensure fair return on services rendered by following up on client receivables and resolving any disputes.
**What you will need to have:**
+ Bachelor's Degree and/or equivalent military experience.
+ 8+ years of experience in selling financial services or fintech products in the financial industry.
+ 6+ years of proven success in a sales role servicing major or national accounts within the financial sector.
+ 8+ years of experience with strategic account planning and structuring complex multi-million dollar deals.
+ Proven experience in influencing and negotiating with C-level executives.
**What would be great to have:**
+ 8+ years of proven success in growing wallet share through cross-sales and enterprise solutions like Online Banking, Card Services, and EMV.
+ 6+ years of experience in developing formal proposals for financial services products.
+ 8+ years of experience demonstrating Fiserv's value proposition leveraging industry trends and competitive knowledge.
+ Excellent presentation skills with 6+ years of experience in creating compelling business presentations.
+ 8+ years of proficiency with Microsoft tools: Word, Excel, and PowerPoint.
**Perks at Work:**
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Relationship Manager, Credit Union
**hat does a successful Relationship Manager, Credit Union do?**
At Fiserv, a successful Relationship Manager for our Credit Unions builds and sustains strong relationships with our largest credit union clients. You will be the primary contact for senior-level managers, managing and growing these relationships to foster customer loyalty and boost revenues. You will leverage Fiserv's extensive resources and solutions to maximize client growth and profitability, enhancing client satisfaction and retention to ensure increased profitability for Fiserv.
**What you will do:**
+ Manage and grow relationships with key executive and operational decision-makers at major credit unions.
+ Understand the credit union's business challenges, strategic objectives, and competitive landscape to identify the best Fiserv solutions.
+ Develop and maintain an Account Plan that integrates Fiserv business units to achieve specific goals.
+ Promote client participation in Fiserv events such as annual conferences and regional meetings.
+ Secure timely contract renewals and monitor client satisfaction, addressing improvement areas proactively.
+ Achieve annual sales quotas through add-on products, services, and renewals.
+ Create and present formal proposals for additional products and services that align with client needs.
+ Ensure fair return on services rendered by following up on client receivables and resolving any disputes.
**What you will need to have:**
+ Bachelor's Degree and/or equivalent military experience.
+ 8+ years of experience in selling financial services or fintech products in the financial industry.
+ 6+ years of proven success in a sales role servicing major or national accounts within the financial sector.
+ 8+ years of experience with strategic account planning and structuring complex multi-million dollar deals.
+ Proven experience in influencing and negotiating with C-level executives.
**What would be great to have:**
+ 8+ years of proven success in growing wallet share through cross-sales and enterprise solutions like Online Banking, Card Services, and EMV.
+ 6+ years of experience in developing formal proposals for financial services products.
+ 8+ years of experience demonstrating Fiserv's value proposition leveraging industry trends and competitive knowledge.
+ Excellent presentation skills with 6+ years of experience in creating compelling business presentations.
+ 8+ years of proficiency with Microsoft tools: Word, Excel, and PowerPoint.
**Perks at Work:**
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
View Now
2
Corporate Trust Relationship Manager III
78703 Austin, Texas
UMB Bank
Posted 14 days ago
Job Viewed
Job Description
UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.
The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions.
Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!
How you'll spend your time:
+ You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.
+ You will review transaction structures and legal documents to ensure operational mechanics are appropriate.
+ You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.
We're excited to talk with you if:
+ You have a bachelor's degree or equivalent work experience
+ You have at least 7 years of relevant experience
**Compensation Range:**
$76,520.00 - $163,900.00
_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_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _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 ( out the road to a career at UMB
The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions.
Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!
How you'll spend your time:
+ You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.
+ You will review transaction structures and legal documents to ensure operational mechanics are appropriate.
+ You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.
We're excited to talk with you if:
+ You have a bachelor's degree or equivalent work experience
+ You have at least 7 years of relevant experience
**Compensation Range:**
$76,520.00 - $163,900.00
_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_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _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 ( out the road to a career at UMB
View Now
3
Auto Finance Commercial Relationship Manager
78703 Austin, Texas
Huntington National Bank
Posted 15 days ago
Job Viewed
Job Description
Description
Summary:
The Auto Finance Commercial Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance.Duties & Responsibilities:
+ Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market area.
+ Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects.
+ Working through assigned credit partners candidate would follow credit policy, structures, underwriting guidelines and make recommendations to originate dealer commercial loans.
+ Services portfolio through required dealer monitoring, and financial review while continuously prospecting new customers.
+ Manages portfolio, assesses area market risks and general business conditions.
+ May assist Product Specialists in selling and servicing various bank products.
+ Deals with very large credit exposures and most complex loans, including syndications.
+ May organize work and deal flow and/or coach other Bank colleagues.
+ Some travel may be required.
+ Performs other duties as assigned.
Basic Qualifications:
+ 5+ years working with multiple automotive dealer groups
+ 5+ years Commercial (Auto) Finance Underwriting Experience
+ 5+ years Commercial (Auto) Sales Experience
+ Bachelor's Degree
Preferred Qualifications:
+ Excellent verbal and written communication skills
+ Strong sales and negotiation skills
+ Commercial Financial Analysis Comprehension and Review
+ Local Automotive Dealer knowledge and existing relationships
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Summary:
The Auto Finance Commercial Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance.Duties & Responsibilities:
+ Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market area.
+ Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects.
+ Working through assigned credit partners candidate would follow credit policy, structures, underwriting guidelines and make recommendations to originate dealer commercial loans.
+ Services portfolio through required dealer monitoring, and financial review while continuously prospecting new customers.
+ Manages portfolio, assesses area market risks and general business conditions.
+ May assist Product Specialists in selling and servicing various bank products.
+ Deals with very large credit exposures and most complex loans, including syndications.
+ May organize work and deal flow and/or coach other Bank colleagues.
+ Some travel may be required.
+ Performs other duties as assigned.
Basic Qualifications:
+ 5+ years working with multiple automotive dealer groups
+ 5+ years Commercial (Auto) Finance Underwriting Experience
+ 5+ years Commercial (Auto) Sales Experience
+ Bachelor's Degree
Preferred Qualifications:
+ Excellent verbal and written communication skills
+ Strong sales and negotiation skills
+ Commercial Financial Analysis Comprehension and Review
+ Local Automotive Dealer knowledge and existing relationships
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
View Now
4
Relationship Manager II - Business Banking
78703 Austin, Texas
PNC
Posted 15 days ago
Job Viewed
Job Description
**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 II within PNC's Business Banking organization, you will be based in our Austin, TX market.
**Job Description**
+ Coordinates 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 moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
+ Works within stated guidelines to acquire and/or expand and retain 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.
+ Manages effective network of internal and external relationships, such as community or 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 for more complex credit requests by utilizing knowledge of advanced 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.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . 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 and say "Workday" 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.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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 II within PNC's Business Banking organization, you will be based in our Austin, TX market.
**Job Description**
+ Coordinates 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 moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
+ Works within stated guidelines to acquire and/or expand and retain 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.
+ Manages effective network of internal and external relationships, such as community or 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 for more complex credit requests by utilizing knowledge of advanced 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.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . 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 and say "Workday" 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.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
5
Senior Account & Relationship Manager - Remote R0051782
78703 Austin, Texas
Wolters Kluwer
Posted 5 days ago
Job Viewed
Job Description
**Senior Account & Relationship Manager - Remote R | CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc.**
**About the Role:**
As an Senior **Account & Relationship Manager** , you will be responsible for driving growth by acquiring net new logo customers and driving upsell opportunities within your assigned territory. This role is ideal for a high-performing sales professional who thrives in fast-paced environments, understands complex buying cycles, and can balance strategic hunting with consultative account management. Your success will directly impact revenue growth, market penetration, and customer satisfaction.
**Work Arrangement** : 100% Remote position. You will report to the Associate Director, Field Sales - CPESG | WK Audit & Assurance, and work under the leadership of the Director, Sales, CP & ESG TeamMate - CPESG | WK Audit & Assurance. This role is a part of CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc.
**Division/BU About Us** : Job Qualifications (Min. 2yr+ experience)**
+ **2 years in a quota-carrying, full sales cycle role**
+ Proven success in acquiring net new logo customers and expanding existing accounts through upsell strategies.
+ Strong understanding of B2B buying behaviors and decision-making processes.
+ Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences.
+ Experience with consultative selling and value-based sales approaches.
+ Proficiency in CRM tools (e.g., Salesforce) and sales enablement platforms.
+ Strong organizational and time-management skills to manage a high volume of accounts and activities.
+ Analytical mindset with the ability to interpret sales data and adjust strategies accordingly.
+ Self-motivated, goal-oriented, and comfortable working independently or in a team environment.
+ Ability to thrive in a dynamic, fast-paced environment with shifting priorities.
**Essential Duties and Responsibilities** :
+ Prospect, qualify, and close net new logo accounts and upsell opportunities within existing customer relationships.
+ Develop and execute territory plans to drive pipeline growth and exceed sales targets.
+ Build and maintain relationships with key stakeholders across multiple levels of the customer organization.
+ Deliver tailored sales presentations and product demos that address specific business challenges.
+ Negotiate pricing, terms, and contracts with moderate autonomy and strategic insight.
+ Maintain accurate and up-to-date records of pipeline activity, customer interactions, and performance metrics in CRM.
+ Collaborate with marketing and sales development teams to optimize lead generation and conversion.
+ Ensure customer satisfaction through proactive account management and issue resolution.
+ Provide input into forecasting, reporting, and continuous improvement of sales processes.
+ Stay informed on industry trends, competitive landscape, and product developments.
**Additional Information**
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
Full details of our benefits are available:
Overview**
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
**Disclaimer:** The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA:: $76,350 - $105,700
This role is eligible for Commission.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
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.
**About the Role:**
As an Senior **Account & Relationship Manager** , you will be responsible for driving growth by acquiring net new logo customers and driving upsell opportunities within your assigned territory. This role is ideal for a high-performing sales professional who thrives in fast-paced environments, understands complex buying cycles, and can balance strategic hunting with consultative account management. Your success will directly impact revenue growth, market penetration, and customer satisfaction.
**Work Arrangement** : 100% Remote position. You will report to the Associate Director, Field Sales - CPESG | WK Audit & Assurance, and work under the leadership of the Director, Sales, CP & ESG TeamMate - CPESG | WK Audit & Assurance. This role is a part of CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc.
**Division/BU About Us** : Job Qualifications (Min. 2yr+ experience)**
+ **2 years in a quota-carrying, full sales cycle role**
+ Proven success in acquiring net new logo customers and expanding existing accounts through upsell strategies.
+ Strong understanding of B2B buying behaviors and decision-making processes.
+ Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences.
+ Experience with consultative selling and value-based sales approaches.
+ Proficiency in CRM tools (e.g., Salesforce) and sales enablement platforms.
+ Strong organizational and time-management skills to manage a high volume of accounts and activities.
+ Analytical mindset with the ability to interpret sales data and adjust strategies accordingly.
+ Self-motivated, goal-oriented, and comfortable working independently or in a team environment.
+ Ability to thrive in a dynamic, fast-paced environment with shifting priorities.
**Essential Duties and Responsibilities** :
+ Prospect, qualify, and close net new logo accounts and upsell opportunities within existing customer relationships.
+ Develop and execute territory plans to drive pipeline growth and exceed sales targets.
+ Build and maintain relationships with key stakeholders across multiple levels of the customer organization.
+ Deliver tailored sales presentations and product demos that address specific business challenges.
+ Negotiate pricing, terms, and contracts with moderate autonomy and strategic insight.
+ Maintain accurate and up-to-date records of pipeline activity, customer interactions, and performance metrics in CRM.
+ Collaborate with marketing and sales development teams to optimize lead generation and conversion.
+ Ensure customer satisfaction through proactive account management and issue resolution.
+ Provide input into forecasting, reporting, and continuous improvement of sales processes.
+ Stay informed on industry trends, competitive landscape, and product developments.
**Additional Information**
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
Full details of our benefits are available:
Overview**
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
**Disclaimer:** The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA:: $76,350 - $105,700
This role is eligible for Commission.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
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.
View Now
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6
Business Banking Relationship Manager - Austin, TX
78703 Austin, Texas
Zions Bancorporation
Posted 15 days ago
Job Viewed
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned **Business Banking Relationship Manager in Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
**Essential Functions:**
+ This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
+ Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
+ Meets assigned revenue goal for region and products.
+ Gains complete knowledge of the business and personal financial needs of assigned customers.
+ Visits client locations every 6 months.
+ Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
+ Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
+ Ensures client requests are met by handling them directly and/or referring to appropriate resource.
+ Meets or exceeds Key Performance Measures, as established by the Business Banking Area Manager, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
+ Other duties as assigned.
**Qualifications:**
+ Typically requires a Bachelors and 6+ years of directly related experience.
+ Full use and application of standard principles, theories, concepts, and techniques.
+ Working knowledge of sales techniques, banking products and services.
+ Must have excellent customer service, negotiation and PC's skills.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
We are looking for a seasoned **Business Banking Relationship Manager in Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
**Essential Functions:**
+ This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
+ Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
+ Meets assigned revenue goal for region and products.
+ Gains complete knowledge of the business and personal financial needs of assigned customers.
+ Visits client locations every 6 months.
+ Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
+ Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
+ Ensures client requests are met by handling them directly and/or referring to appropriate resource.
+ Meets or exceeds Key Performance Measures, as established by the Business Banking Area Manager, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
+ Other duties as assigned.
**Qualifications:**
+ Typically requires a Bachelors and 6+ years of directly related experience.
+ Full use and application of standard principles, theories, concepts, and techniques.
+ Working knowledge of sales techniques, banking products and services.
+ Must have excellent customer service, negotiation and PC's skills.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
7
Private Banking Relationship Manager - Austin, TX
78703 Austin, Texas
Zions Bancorporation
Posted 15 days ago
Job Viewed
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned **Private Banking Relationship Manager** in **Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
+ Acts the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and serving a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals.
+ Responsible for overseeing credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Work in an independent environment
+ Other duties as assigned.
Qualifications:
**Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.**
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Must have **formal credit training.**
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
We are looking for a seasoned **Private Banking Relationship Manager** in **Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
+ Acts the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and serving a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals.
+ Responsible for overseeing credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Work in an independent environment
+ Other duties as assigned.
Qualifications:
**Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.**
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Must have **formal credit training.**
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
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8
Ag Lending/Commercial Relationship Manager Sr
78703 Austin, Texas
UMB Bank
Posted 15 days ago
Job Viewed
Job Description
**_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 opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
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.
Working for UMB is about collaborative spirit with internal stakeholders, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and working directly with the decision makers.
**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.
+ 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:**
$99,750.00 - $214,370.00
_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_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _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 ( out the road to a career at UMB
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 opportunity_ . UMBers are known for having multiple careers here and having their voices heard.
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.
Working for UMB is about collaborative spirit with internal stakeholders, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and working directly with the decision makers.
**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.
+ 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:**
$99,750.00 - $214,370.00
_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_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _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 ( out the road to a career at UMB
View Now
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