client relationship manager

icapital

<div><h3 class="jobSectionHeader"><b>About the Role</b></h3>
<p>
iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm&rsquo;s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital&rsquo;s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm&rsquo;s strategy and solutions in the structured investments market.</p>
<h3 class="jobSectionHeader"><b>
Responsibilities</b></h3>
<ul><li>Support the management of relationships with iCapital's issuing partners, serving as a key point of contact &mdash; coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.</li>
<li>Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.</li>
<li>Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.</li>
<li>Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.</li>
<li>Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.</li>
<li>Collaborate with teams across the firm &mdash; including Product, Engineering, Legal, Marketing, and Compliance &mdash; to deliver a robust, well-supported platform solution and drive process improvement.</li>
<li>Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.</li>
</ul><h3 class="jobSectionHeader"><b>Qualifications</b></h3>
<ul><li>Bachelor&rsquo;s degree is required</li>
<li>5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry</li>
<li>Experience working with or covering structured products is a plus</li>
<li>Strong analytical and problem-solving skills and a high level of attention to detail</li>
<li>Strong written and verbal communication skills</li>
<li>Able to successfully operate in a fast-paced environment</li>
<li>Strategic mindset and able to work independently</li>
<li>Demonstrated client service skills with stakeholders and clients</li>
<li>Excellent organizational skills</li>
<li>Desire to work in a cross-functional and collaborative environment</li>
<li>Proficient in Microsoft Suite (Excel, PowerPoint, Word)</li>
<li>Series 7 and 63 certifications are required or obtained within 90 days of hire</li>
</ul><h3 class="jobSectionHeader"><b>Benefits</b></h3>
<p>
The base salary range for this role is $170,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).</p>
<p>
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.</p>
<p>
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/</p>
<p>
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.</p></div>

Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

Mashreq

<div>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Virtual Relationship Manager (VRM) will be serving as the key digital bridge between the bank and its SME clients. The role involves driving proactive client engagement, overseeing seamless onboarding and post-onboarding support, and ensuring tailored financial solutions, will be accountable for his own performance, client satisfaction, and revenue growth, while ensuring compliance and fostering a customer-centric, tech-driven digital banking experience.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key Result Areas
 </p>
 <p>
  <br/>
 </p>
 <p>
  Virtual Relationship Managers (VRMs) are pivotal in driving customer-centric growth and loyalty through regular client interactions, below provided are the key focus areas for the VRM&rsquo;s
 </p>
 <ul>
  <li>
   Lead Management &amp; Drop-off Handling (New Acquisition)
  </li>
  <li>
   Managing NSTP Scenarios
  </li>
  <li>
   Assisted client onboarding
  </li>
  <li>
   Client Servicing &amp; Complaints Handling
  </li>
  <li>
   Cross-Sell (within 3 MOB)
  </li>
  <li>
   Portfolio Management
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Knowledge, Skills and Experience
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  &bull; Strong sales knowledge &amp; market trends/investments/ Financial Market Knowledge.
 </p>
 <p>
  &bull; Strong Interpersonal skills and cultural sensitivity
 </p>
 <p>
  &bull; Relationship Management &amp; Networking skills. Extrovert/Amiable personality
 </p>
 <p>
  &bull; At least 5-7 years&rsquo; experience in a similar job.
 </p>
 <p>
  &bull; Self-Motivated and positive attitude.
 </p>
 <p>
  &bull; Analytical and numeric skills.
 </p>
 <p>
  &bull; Problem resolution skills.
 </p>
 <p>
  &bull; Ability to work under pressure and think on his/er feet.
 </p>
 <p>
  &bull; Dynamic, result-oriented approach to work.
 </p>
</div>


Virtual Relationship Manager (Mashreq Digital Bank Pakistan)

Opensity solutions

<div><p>Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.</p><h2 class="jobSectionHeader"><b><br>
The Client Account Manager serves as the primary relationship manager and strategic liaison for attorneys, practice groups, paralegals, and administrative stakeholders utilizing Document Processing and related legal support services. This role is responsible for ensuring exceptional service delivery, managing client expectations, coordinating workflow priorities, and driving operational excellence across the Senior Document Specialist and Document Processing teams.</b></h2><p></p><p>
The Client Account Manager partners closely with firm leadership and operational teams to ensure support services align with business needs, client demands, and department objectives. This position requires sound judgment, exceptional communication skills, and the ability to independently manage complex client relationships and service-related matters.</p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li>
Serve as the primary point of contact for attorneys, practice groups, paralegals, and firm stakeholders regarding Document Processing and legal support services.</li><li>
Build and maintain strong client relationships by understanding business needs, service expectations, and workflow requirements.</li><li>
Partner with Senior Document Specialists and Document Processing teams to coordinate work assignments, prioritize urgent requests, and ensure timely project completion.</li><li>
Monitor service delivery performance and proactively address issues impacting quality, turnaround times, or customer satisfaction.</li><li>
Conduct regular stakeholder meetings to review service levels, operational metrics, and continuous improvement opportunities.</li><li>
Facilitate communication between clients and service delivery teams to ensure alignment on priorities, deadlines, and expectations.</li><li>
Analyze utilization, productivity, and customer feedback data to identify trends and recommend process improvements.</li><li>
Develop and deliver client-facing reports, service reviews, and performance summaries.</li><li>
Collaborate with department leadership on strategic initiatives, workflow enhancements, and technology adoption efforts.</li><li>
Assist with onboarding new attorneys, practice groups, and stakeholders to document processing services and available resources.</li><li>
Partner with training teams to identify skill gaps and ensure team members are equipped to meet evolving client requirements.</li><li>
Support the implementation, testing, and rollout of new technologies, applications, and process improvements.</li><li>
Resolve escalated service concerns, workflow challenges, and stakeholder issues in a professional and timely manner.</li><li>
Document, communicate, and promote best practices, service standards, and operational procedures.</li><li>
Foster a culture of collaboration, accountability, and exceptional client service.</li></ul><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li>
Bachelor's degree or equivalent combination of education and experience.</li><li>
5+ years of experience in client relationship management, account management, legal operations, professional services, or law firm support services.</li><li>
Experience working within a legal, professional services, or document production environment preferred.</li><li>
Proven ability to manage stakeholder relationships and influence outcomes across multiple levels of an organization.</li><li>
Strong understanding of legal support services, document production workflows, and law firm operations.</li><li>
Excellent verbal, written, and presentation skills.</li><li>
Exceptional customer service and relationship management abilities.</li><li>
Strong analytical, problem-solving, and decision-making skills.</li><li>
Ability to manage multiple priorities and deadlines in a fast-paced environment.</li><li>
Demonstrated ability to maintain confidentiality and exercise sound judgment.</li><li>
Proficiency with Microsoft Office Suite and legal technology platforms.</li><li>
Ability to work collaboratively with cross-functional teams while driving accountability and results.</li></ul><h2 class="jobSectionHeader"><b>
Key Competencies</b></h2><ul><li>
Client Relationship Management</li><li>
Strategic Account Management</li><li>
Service Delivery Excellence</li><li>
Operational Effectiveness</li><li>
Stakeholder Engagement</li><li>
Communication &amp; Influence</li><li>
Process Improvement</li><li>
Data Analysis &amp; Reporting</li><li>
Conflict Resolution</li><li>
Team Collaboration</li></ul><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><p>
The compensation range for this role is <b>up to $90,000 annually, a 10% annual bonus. </b>Actual compensation will depend on location, experience, skills, and qualifications.</p><p>
Eligible employees receive a comprehensive benefits package, including:</p><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Time Off (PTO)</li></ul><p><b>
#LI - DP1</b></p><p>
Opensity is an Equal Opportunity Employer.</p><p>
We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.</p><p>
Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination.</p><p>
Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy related conditions, and for sincerely held religious beliefs, in accordance with applicable law. We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.</p></div><p></p>

Client Account Manager

Corpay

What We Need
<br><br>
Corpay is currently looking to hire a Relationship Manager I within our Corpay division. This position falls under our Corpay Payables line of business and is located in Brentwood, Tennessee/Remote. The Relationship Manager is responsible for managing and expanding a portfolio of assigned enterprise accounts, with a primary focus on Corpay Payables products. This role is accountable for client retention, revenue growth, profitability, renewals, cross-sell opportunities, and the strategic direction of assigned accounts. In addition, the RM leads critical strategic initiatives, including Salesforce administration, team activity tracking and reporting, implementation attainment monitoring, training coordination, and executive-level performance reporting.
<br><br>
How We Work
<br>As a Relationship Manager I, Corpay will set you up for success by providing:
<br><ul>
<li>Company-issued equipment</li>
<li>Assigned workspace in Brentwood, TN</li>
<li>Formal, hands-on training</li>
</ul>
Role Responsibilities
<br><br>
<b>The responsibilities of the role will include:</b><br>
<ul>
<li>Serve as a strategic consultative advisor to enterprise clients, with a focus on retaining 100% of the portfolio base and identifying cross-sell opportunities across Corpay products and services.</li>
<li>Build and maintain strong relationships with key client stakeholders at all levels, including senior leadership and executive contacts. This task requires monthly travel for F2F meetings with clients.</li>
<li>Demonstrate market, product, and technical expertise by assessing client needs, coordinating resources, supporting RFP activity, and ensuring client satisfaction with Corpay solutions.</li>
<li>Coordinate across internal teams to deliver superior customer service and ensure client needs, concerns, and changes are clearly communicated and resolved.</li>
<li>Develop and monitor client financial performance, including renewal planning, contract negotiation, profitability analysis, and program growth opportunities.</li>
<li>Prepare for and lead Quarterly Business Reviews, client site visits, best-practice discussions, industry updates, and new business conversations.</li>
<li>Provide leadership with client insights, market trends, and opportunities to strengthen Corpay’s value proposition.</li>
<li>Maintain strong knowledge of FinTech, payment processing, commercial card, and client-specific industry trends.</li>
<li>Identify operational efficiencies and growth opportunities within existing client programs.</li>
<li>Establish a collaborative internal and external stakeholder network across Account Management, Sales, Finance, Accounts Payable, Implementation, Project Management, and IT to drive client spend and program adoption.</li>
<li>Track and report attainment across new, ramping, and base accounts.</li>
<li>Lead training efforts for Corpay Complete modules, Fleet, Cross-Border, and Prepaid programs.</li>
<li>Serve as the BI reporting source of truth for RM ownership and performance visibility.</li>
<li>Own initiative tracking, reporting, and visibility for strategic programs.</li>
</ul>
Qualifications & Skills
<br>Experience in FinTech and payment processing with direct client engagement
<br><ul>
<li>Experience in FinTech, payment processing, commercial card, or related client-facing financial services environments.</li>
<li>5+ years of client management, relationship management, or sales experience supporting complex enterprise clients.</li>
<li>Strategic thinker with the ability to understand client businesses, technology environments, financial priorities, and growth opportunities.</li>
<li>Strong analytical skills, including the ability to interpret data, diagnose portfolio performance, and develop growth strategies.</li>
<li>Excellent communicator and presenter with a proven ability to build and maintain C-level relationships.</li>
<li>Highly organized team player with strong prioritization, multitasking, and stakeholder-influence skills.</li>
<li>Thrives in a fast-paced, entrepreneurial environment and demonstrates strong negotiation capabilities.</li>
<li>Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint, as well as Salesforce.com.</li>
<li>Bachelor’s degree or equivalent professional experience.</li>
<li>Willingness to travel as required. 70%</li>
</ul>
Benefits & Perks
<br><ul>
<li>Medical, Dental & Vision benefits available the 1st month after hire</li>
<li>Automatic enrollment into our 401k plan (subject to eligibility requirements)</li>
<li>Virtual fitness classes offered company-wide</li>
<li>Robust PTO offerings include major holidays, vacation, sick, personal, and volunteer time</li>
<li>Employee discounts with major providers (wireless, gym, car rental, etc.)</li>
<li>Philanthropic support with both local and national organizations</li>
<li>Fun culture with company-wide contests and prizes</li>
</ul>
#LI-SN1
<br><br>
About Corpay
<br><br>
Corpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.
<br>At Corpay, we are committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions. We believe that diversity, equity, and inclusion strengthen our teams, drive innovation, and support our continued success globally.
<br>As part of our hiring process, offers of employment may be subject to the successful completion of pre-employment screening conducted by an authorized third-party provider, in accordance with applicable laws and Corpay policies. Screening requirements may include employment references, identity verification, criminal record checks, financial or sanctions screening, and other background checks relevant to the role and permitted by local law.
<br><b>Notice to Recruitment Agencies and Search Firms:</b> Corpay does not accept unsolicited resumes from agencies or search firms without a valid written agreement in place. Any unsolicited candidate submissions will become the property of Corpay, and no fees will be paid related to such submissions.
<br><b>Learn more about Corpay:</b> https://www.corpay.com
<br><br>
Transparency & Compliance
<br><br>
Equal Opportunity Employer
<br>Corpay is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), gender, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, genetic information, military or veteran status, or any other characteristic protected by applicable law. Corpay is committed to fostering an inclusive workplace where individuals are respected and valued for their diverse perspectives, experiences, and contributions. If you require reasonable accommodation during any part of the application or interview process, please notify a representative of the Human Resources Department.
<br><br>
Use of Artificial Intelligence in Hiring
<br>Corpay may use artificial intelligence (AI) and other technology-enabled tools to support certain aspects of the recruitment process, such as application screening, candidate assessment, or interview scheduling. These tools are designed to enhance efficiency, consistency, and fairness throughout the hiring process. AI tools do not make final hiring decisions. All employment decisions involve human review. Corpay is committed to the responsible use of AI, including appropriate oversight and safeguards designed to support fair and unbiased outcomes.
<br><br>
Candidate Privacy Notice
<br>For information about how Corpay processes personal information during the recruitment process, please review our Candidate Privacy Notice: https://www.corpay.com/privacy-policy.
<br><br>
Pay Philosophy
<br>Corpay is committed to fair, equitable, and transparent compensation practices. Compensation decisions are based on objective, job-related factors including skills, experience, qualifications, and market benchmarks. Where required by applicable law, salary or compensation ranges will be included in the job posting or provided prior to the interview process, where required by applicable law. Additional compensation elements such as bonuses, incentives, benefits, or variable pay may apply where applicable.

Relationship Manager I

First Merchants Bank

<div><p><b>First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.
</b></p><p><b>As part of this role you will:
</b></p><ul><li>Customer Experience and Relationship Management
<ul><li>Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.</li>
<li>Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.</li>
<li>Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.</li>
<li>Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.</li>
<li>Maintain accurate client records and account information to support ongoing relationship management.</li>
</ul></li><li>Operational Excellence<br>
<ul><li>Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier&rsquo;s checks, money orders, and change orders.</li>
<li>Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.</li>
<li>Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.</li>
<li>Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.</li>
<li>Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.</li>
</ul></li><li>Sales and Business Development<br>
<ul><li>Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.</li>
<li>Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.</li>
<li>Open new consumer and business accounts and process loan applications for new and existing clients.</li>
<li>Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.</li>
<li>Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.</li>
<li>Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.</li>
<li>Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.</li>
</ul></li><li>Team Collaboration and Leadership<br>
<ul><li>Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.</li>
<li>Provide guidance and support to associates related to operational procedures, service standards, and sales practices.</li>
<li>Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.</li>
<li>Serve as a resource for associates regarding problem resolution and procedural questions.</li>
<li>High-performing Client Relationship Representatives may serve as a Banking Center Mentor.</li>
<li>Risk Management and Compliance</li>
<li>Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.</li>
<li>Complete required training and stay current on regulatory, operational, and product knowledge expectations.</li>
</ul>
</li></ul><p><b>To be successful in this position, we require the following:</b></p>
<ul>
<li>High school diploma or equivalent (GED).</li>
<li>A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services.</li>
<li>This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.</li>
<li>Ability to obtain Notary Public designation.</li>
<li>Ability to multi-task in a fast-paced environment.</li>
<li>In-depth knowledge of products/services offered by the bank (all lines of business).</li>
</ul>
<p><b>The following would be a plus:</b></p>
<ul>
<li>Prior banking experience.</li>
<li>Ability to sell and cross-sell bank products and services.</li>
</ul>
<p><b>First Merchants offers the following:</b></p>
<ul>
<li>Base Pay <b>PLUS Bonuses</b></li>
<li>Medical, Dental and Vision Insurance</li>
<li>401k</li>
<li>Health Savings and Flexible Spending Accounts</li>
<li>Vacation/Sick Time</li>
<li>Paid Holidays</li>
<li>Paid Parental Leave</li>
<li>Tuition Reimbursement</li>
<li>Additional Benefits</li></ul><br>
<p></p>
<p><b>
A little about us:</b></p>
<p>
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.</p>
<p><b>
Our Vision is:</b></p>
<p>
To enhance the financial wellness of the diverse communities we serve.</p>
<p><b>
Our Mission is:</b></p>
<p>
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.</p>
<p><b>
Our Team:</b></p>
<p>
&quot;We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.&quot;</p>
<p>
Apply today to begin your career with us!</p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Client Relationship Representative (Universal Banker)

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<div>
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div><div></div><div><b><br>
Key Accountabilities
</b></div><p><b>Develop and grow client and prospective client relationships</b></p><ul><li>
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client&rsquo;s financial objectives.</li><li>
Cross sells products and services and refers to business product partners to ensure client needs are met.</li><li>
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)</li></ul><p><b>
Achieve Sales and Service Targets</b></p><ul><li>
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.</li><li>
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
</li><li>Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team&rsquo;s skills and performance.</li></ul><p><b>
Operations Oversight
</b></p><ul><li>Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
</li><li>Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.</li><li>
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.</li><li>
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
</li></ul><div><b>Key Competencies for Position</b></div><div><br>
</div><p><b>Culture Leadership:</b></p><ul><li>
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.</li><li>
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.</li></ul><p><b>
Execution Leadership:</b></p><ul><li>
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.</li><li>
Problem Resolution/Decision-Making &ndash; With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.</li></ul><p><b>
Client Leadership:</b></p><ul><li>
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
</li></ul><p><b>Key Measures of Success/Key Deliverables
</b></p><ul><li>Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.</li><li>
Contributes to the banking center&rsquo;s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.</li><li>
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.</li></ul><p><b>
Position Levels</b></p><p>
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a &ldquo;Market&rdquo; position that supports all banking centers in a defined market.</p><p><br>
</p><p><b>Relationship Banker</b></p><ul><li>
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.</li><li>
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.</li></ul><div><b>
Qualifications and Education Requirements</b></div><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)</li><li>
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered<b>.</b></li></ul><p><b>
Relationship Banker II</b></p><ul><li>
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
</li><li>Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.</li><li>
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.</li><li>
May manage an assigned client portfolio to handle all consumer banking relationship needs.</li><li>
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.</li><li>
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.</li></ul><p><b>
Qualifications and Education Requirements</b></p><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience</li><li>
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending</li><li>
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.</li></ul><div><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></div><div></div><div><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</div><div></div><div><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</i></div><div></div><p><b><i><br>
Our culture is firmly rooted in our core values.</i></b></p><p><b><i>
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</i></b></p><p><b><i>
We are Old National Bank. Join our team!</i></b></p></div>

Relationship Banker

LandCare

<div><p><b>THE POSITION</b></p><p>
This position is a high-impact role, working closely with the Branch Manager, Production Manager, and production teams to create and maintain meaningful client relationships. This person will manage existing relationships, develop new business opportunities, and identify networking opportunities within the industry.</p><p></p><p><b>
WHAT YOU WILL BE DOING</b></p><p><b>
Client Service and Retention</b></p><ul><li>
Drive customer satisfaction and retention by understanding the individual needs of our customers and the spaces that bring them joy and peace</li><li>
Provide excellent service and communication with a focus on problem-solving</li><li>
Promote high standards for customer service, safety, and LandCare's culture
</li><li>Provide organizational management, leadership and communication between the client and production team</li><li>
Maintain LandCare's Landscape Quality Audit process in conjunction with the Production Manager to identify property maintenance needs and enhancement opportunities</li><li>
Create client proposals, contracts, and recommendations and estimates that are designed to meet each client's objectives
</li><li>Coordinate between client expectations and production reality to ensure every project reflects our commitment to quality</li><li>
Promote sustainable solutions that create landscapes supporting the health of the planet while meeting client needs</li></ul><p></p><p><b>
New Business Development</b></p><ul><li>
Identify new business opportunities by cultivating and maintaining business relationships with existing customers</li><li>
Actively prospect for potential clients and pursue new business relationships through authentic relationship building</li><li>
Participate in, organize, and lead networking events to foster relationships with potential and existing customers as both a leader in the industry and a representative of LandCare</li><li>
Engage with property owners who understand the transformative power of thoughtfully designed outdoor environments that benefit both people and the planet</li></ul><p></p><p><b>
Professional Development</b></p><ul><li>
Participate in programs that focus on building operational excellence</li><li>
Engage in networking and growth opportunities through our Women's Initiative Network</li><li>
Join Book Clubs and other learning initiatives that foster continuous professional growth</li><li>
Access mentorship and training programs designed to advance your career in meaningful ways</li></ul><br>
<b>
Benefits</b><p><br>
Besides the great team environment and the ability to work outside, we also have a strong benefits package for our team members:
</p><ul><li>Competitive base salary
</li><li>Team based profit sharing program
</li><li>401K for all employees with 3.5% company match
</li><li>Company-provided vehicle
</li><li>Medical, dental, and vision coverage
</li><li>Paid Time Off Policy + 9 corporate holidays
</li><li>Formal training and development program</li></ul></div><p></p>

Account Manager (Commercial Landscaping)

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