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connect client sales representative

Fifth Third Bank

<div>Make banking a Fifth Third better&reg;
 
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
#LI-JB1
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
<ul><li>Work independently to identify and develop profitable new &quot;lead left&quot; client relationships by leveraging centers of influence, existing clients, &amp; referral sources
</li><li>Effective grow long term profitable &quot;lead left&quot; relationships
</li><li>Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
</li><li>Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
</li></ul>Portfolio Management
<ul><li>Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
</li><li>Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
</li><li>Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
</li></ul>Client Experience
<ul><li>Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
</li><li>Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
</li><li>Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
</li><li>Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
</li></ul>Credit Excellence
<ul><li>Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
</li><li>Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
</li><li>Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
</li></ul>SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I &amp; II
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
<ul><li>Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
</li><li>Minimum of 10 years Commercial Banking experience.
</li><li>9 years of relationship account management experience preferred.
</li><li>Formalized commercial credit training or equivalent credit experience required.
</li><li>Underwriting experience preferred.
</li><li>Proven track record of partnership with investment bankers to provide strategic and capital market advice.
</li><li>Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
</li><li>Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
</li><li>Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
</li><li>Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
</li><li>Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
</li><li>Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
</li><li>Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
</li><li>Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
</li><li>Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
</li><li>Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
</li><li>Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
</li><li>Proven ability to work in a team-based sales environment.
</li><li>Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
</li><li>Regional /local travel
</li></ul>Commercial Relationship Manager IV
Total Base Pay Range 121,900.00 - 262,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - San Francisco, California 94111
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div>

Commercial Relationship Manager IV

Visa

<div>About Us 
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters &ndash; to you, to your community, and to the world. Progress starts with you.
Job Description
Company Description:
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose &ndash; to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
You&rsquo;re an Individual. We&rsquo;re the team for you. Together, let&rsquo;s transform the way the world pays.
Job Description:
Visa is seeking a Director to lead the development and commercialization of Affluent-focused Marketing Services offerings, a key corporate priority aimed at increasing Visa&rsquo;s revenue, share of spend and engagement with high-value consumer segments, with a primary focus on advancing Visa Infinite experiential value propositions through Marketing Services.
This role will act as a central partner across Global Sponsorships, Product, and Marketing Services to translate Affluent Product strategy and Sponsorship &amp; Experiential assets into clear, scalable client-ready solutions, sales plays and go-to-market materials. This includes identifying and developing new partnership opportunities that can be translated into differentiated Marketing Services offerings.
This individual will also play a critical role in defining and operationalizing the Affluent Marketing Services model end-to-end, establishing clear ways of working, ownership, and cross-functional alignment across teams.
The ideal candidate will bring strong critical thinking, combined with deep expertise in the affluent segment, commercialization, along with the ability to translate diverse sponsorship &amp; partnership assets into compelling, differentiated value propositions for high-value audiences.
About Marketing Services (MS)
Marketing Services is Visa&rsquo;s global B2B marketing solutions practice, focused on driving incremental revenue and client engagement by commercializing Visa&rsquo;s marketing expertise, developing scalable, client-facing offerings, and activating Visa&rsquo;s sponsorships to deliver best-in-class solutions for our clients.
Essential Functions:
Drive Affluent (Visa Infinite) go-to-market strategy and execution<ul><li>
Act as a connector and partner with the Affluent Product team and Global Sponsorship team to translate product strategy, sponsorship &amp; experiential assets into Marketing Services sales plays</li><li>
Develop and maintain clear, actionable GTM materials (pitch decks, narratives, case studies, pricing frameworks)</li><li>
In partnership with Global Sponsorships, identify and package sponsorship assets across key properties (e.g., VCARB, ORBR, FWWC27, LA28, Music etc.) into scalable, Visa Infinite&ndash;relevant offerings and sales plays</li></ul>
Drive commercialization and partnership-led growth<ul><li>
Partner with Product teams to identify strategic partnership opportunities and new business that enhance Marketing Services offerings</li><li>
Translate partnership opportunities into clear, sellable solutions by developing value propositions and GTM materials for Marketing Services teams</li><li>
Incorporate market feedback and performance insights to continuously refine offerings and improve commercial outcomes</li></ul>
Define and operationalize Affluent ways of working<ul><li>
Establish the operating model for how Affluent Marketing Services integrates across sponsorships, product, and regional teams</li><li>
Define clear roles, responsibilities, and engagement models to reduce duplication and improve speed to market</li><li>
Drive execution against this model, ensuring consistent adoption across teams and workstreams</li></ul>
Develop storytelling and executive-ready materials<ul><li>
Build compelling narratives that clearly articulate the value of affluent-focused marketing solutions</li><li>
Support senior leadership updates and key stakeholder engagements</li></ul>
Support performance tracking and optimization<ul><li>
Define and track key performance indicators for Affluent Marketing Services offerings</li><li>
Leverage data to assess performance, identify opportunities, and inform ongoing optimization of offerings and GTM strategies</li><li>
Compile case studies that help support commercialization of Affluent offerings</li></ul>
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office two days a week, Tuesdays and Wednesdays with a general guidepost of being in the office 50% of the time based on business needs.
Qualifications
Qualifications:
Basic Qualifications:<ul><li>
10+ years of experience in marketing, commercialization, consulting, or related fields</li><li>
Bachelor&rsquo;s degree required</li></ul>
Preferred Qualifications:<ul><li>
12 or more years of experience with a Bachelor&rsquo;s Degree or 10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 6+ years of experience</li><li>
Experience in Marketing Services, Sponsorship &amp; Partnership marketing, Experiential Marketing or client-facing commercialization roles</li><li>
Strong understanding of affluent/high-value consumer segments and drivers of engagement</li><li>
Excellent storytelling and presentation skills, with experience developing executive-level materials</li><li>
Proven ability to develop and bring to market new offerings or sales strategies</li><li>
Demonstrated ability to operate in ambiguous environments and build structure from scratch (e.g., defining operating models, ways of working, or new processes)</li><li>
Strong critical thinking and problem-solving skills</li><li>
Advanced proficiency in Microsoft PowerPoint and Excel</li><li>
Strong working knowledge of basic data analysis and performance measurement to track and optimize business outcomes</li><li>
Highly organized and able to manage multiple complex projects independently in a fast-paced, matrixed environment</li></ul>
Additional Information
Work Hours (Optional)<ul><li>
Varies upon the needs of the department.</li></ul>
Travel Requirements<ul><li>
This position requires travel 5-10% of the time.</li></ul>
Physical Requirements
<ul><li>This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers, and reach with hands and arms.</li></ul>
EEO Statement<ul><li>
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</li></ul>
U.S. Applicants Only
The estimated salary range for this position is $178,300.00 to $ 285,600.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Work Hours
Varies upon the needs of the department.
Travel Requirements
This position requires travel 5-10% of the time.
Mental/Physical Requirements
This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer
Qualified applicants will receive consideration for employment without regard to race, color religion, sex, national origin, sexual orientation, gender identity, disability or protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code.</div>

Director, Marketing

JPMorganChase

<div>JOB DESCRIPTION 
 
 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. 
 
Job Responsibilities 
<ul><li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li>
<li>Generate business results and acquire new assets, both from existing client base and new client acquisition
</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li>
<li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li>
<li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co.
</li><li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li>
<li>Strictly adhere to all risk and control policies, regulatory guidelines and security measures</li>
</ul>Required Qualifications, Capabilities, and Skills 
<ul><li>Six plus years of work experience in Private Banking or Financial Services</li>
<li>Bachelor's Degree required</li>
<li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li>
<li>Proven sales success and strong business acumen
</li><li>Strong community presence with an established network
</li><li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
</li><li>Focuses on the client experience and works tirelessly on the client's behalf</li>
</ul>Preferred Qualifications, Capabilities, and Skills 
<ul><li>MBA, JD, CFA, or CFP preferred</li>
<li>Proactive, takes initiative, and uses critical thinking to solve problems
</li><li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
</li><li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li>
<li>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</li>
</ul>ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Private Banker - Vice President or Executive Director

Zephyra CO

<div>
 
 Job Overview
 
 
 
 We are seeking a
 
 Customer Service Representative
 
 to serve as the main point of contact for customers. In this role, you will handle inquiries, resolve issues, and ensure every customer receives a positive and professional experience across email, chat, and phone channels.
 
 
 This role is ideal for someone who is empathetic, detail-oriented, and passionate about helping people.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Respond to customer inquiries via email, chat, and phone in a timely and professional manner
 </li>
 <li>
 Resolve customer issues, complaints, and requests with accuracy and empathy
 </li>
 <li>
 Maintain detailed records of customer interactions using CRM tools
 </li>
 <li>
 Escalate complex issues to senior support or management when needed
 </li>
 <li>
 Provide product or service information clearly and confidently
 </li>
 <li>
 Collect customer feedback to improve overall experience and service quality
 </li>
 <li>
 Work closely with internal teams to ensure smooth problem resolution
 
 
 
 </li>
 </ul>
 
 Required Qualifications
 
 
 
 <ul>
 <li>
 High school diploma or equivalent (Associate&rsquo;s or Bachelor&rsquo;s preferred)
 </li>
 <li>
 6 months of experience in customer service, support, or client-facing role
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Ability to multitask in a fast-paced environment
 </li>
 <li>
 Basic computer skills and familiarity with CRM systems
 </li>
 <li>
 Strong problem-solving and active listening skills
 
 
 
 </li>
 </ul>
 
 Preferred Skills
 
 
 
 <ul>
 <li>
 Experience in customer experience or customer success roles
 </li>
 <li>
 Bilingual abilities (a plus, not required)
 </li>
 <li>
 Experience working remotely or in digital support environments
 
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Competitive salary (based on experience)
 </li>
 <li>
 Flexible work arrangements (remote)
 </li>
 <li>
 Training provided
 </li>
 <li>
 Opportunities for career growth within customer experience or operations
 </li>
 <li>
 Supportive team culture focused on development and learning
 
 </li>
 </ul>
</div>

Work from home - Customer Service Representative

Career Group

<div>
 
 
 Office Manager/Executive Assistant
 
 
 
 
 Salary
 
 : $120,000 &ndash; 140,000 + Equity + Excellent Benefits!
 
 
 
 Location:
 
 San Francisco - onsite Monday - Friday
 
 
 
 
 
 
 
 
 Our client, a high-growth, venture-backed startup, is seeking an Office Manager &amp; Executive Assistant to join their team and play a pivotal role in shaping how the company operates and scales.
 
 
 
 
 
 This is not your typical office role. It&rsquo;s a unique opportunity to step into the center of a fast-moving organization where you&rsquo;ll influence both the day-to-day experience of the team and the effectiveness of leadership. If you&rsquo;re someone who thrives on ownership, anticipates needs before they arise, and enjoys building structure in a dynamic environment, this role offers real impact and visibility.
 
 
 
 
 
 You&rsquo;ll be the driving force behind a seamless, high-functioning office while acting as a trusted partner to executives. From managing operations and vendor relationships to supporting strategic priorities and keeping leadership organized, your work will directly enable the company to move faster and smarter.
 
 
 
 
 
 What you&rsquo;ll do:
 
 <ul>
 <li>
 Own and elevate daily office operations, creating an organized, efficient, and welcoming environment
 </li>
 <li>
 Manage vendors, logistics, supplies, and space planning with a proactive, solutions-first approach
 </li>
 <li>
 Handle administrative functions including scheduling, bill pay, and account management
 </li>
 <li>
 Partner closely with executives on calendar management, meeting coordination, and travel planning
 </li>
 <li>
 Lead internal communications, team events, and employee experience initiatives
 </li>
 <li>
 Build and refine operational processes that scale with the business
 </li>
 <li>
 Serve as a go-to resource and culture driver across the organization
 </li>
 </ul>
 
 
 
 
 What we&rsquo;re looking for:
 
 <ul>
 <li>
 3+ years of experience in Office Management, Workplace Operations, or Executive Assistance (startup experience required)
 </li>
 <li>
 A highly proactive, detail-oriented operator who takes pride in ownership
 </li>
 <li>
 Confidence balancing hands-on execution with executive-level support
 </li>
 <li>
 Comfort navigating ambiguity and solving problems independently
 </li>
 <li>
 Strong communication skills and a collaborative mindset
 </li>
 <li>
 Experience with Google Workspace, Slack, and Notion
 </li>
 </ul>
 
 
 
 
 If you&rsquo;re excited by the idea of wearing multiple hats, building from the ground up, and being an integral part of a company&rsquo;s growth story, we&rsquo;d love to connect.
 
</div>

Executive Assistant/Office Manager

Data Scientist, Product Analytics

HealthRIGHT 360

HealthRIGHT 360 gives hope, builds health, and changes lives for people in need by providing comprehensive, integrated, compassionate care that includes primary medical care, mental health services, and substance use disorder treatment.
 
HealthRIGHT 360 offers residential treatment services designed to serve individuals and families with substance use disorders and co-occurring mental health disorders. Our program helps clients address addiction and related issues, increase skills, manage stressors, connect to supportive service, and build a foundation for lasting recovery. Residential programs run 24/7 and Individual and group therapy, family therapy, individualized case management, treatment planning, drug and alcohol counseling, Medication support services, and crisis intervention.
 
Benefits and perks: 
<ul>
<li>HR360 offers a robust benefits package, including PTO, 15 paid holidays, commuter benefits, retirement plans, and more!</li>
<li>Employees qualify for public loan forgiveness programs</li>
<li>Training and professional development opportunities</li>
<li>Work with mission driven, compassionate colleagues and make a difference every day in the work that you do.</li>
</ul>
This is a union eligible position.
 JOB SUMMARY
 HealthRIGHT 360, a nonprofit organization and a family of programs, is committed to providing accessible and comprehensive healthcare services to vulnerable populations. Our mission is to tackle systemic barriers to healthcare and promote health equity for all. We offer a wide range of services, including mental health care, residential and outpatient substance use treatment, and primary health services. Additionally, we provide transitional support for individuals re-entering the community after involvement in the criminal justice system. By integrating physical and behavioral health, we empower individuals to overcome challenges by addressing social determinants of health, fostering resilience, and facilitating recovery.
 
The Treasure Island Residential Step Down (RSD) services are available to beneficiaries who are stepping down from inpatient/residential substance use disorder treatment. Clients must be concurrently in treatment, specifically in outpatient (OP), intensive outpatient (IOP), Opioid Treatment Program (OTP), or Outpatient (aka Ambulatory) Withdrawal Management (OP-WM) settings. RSD provides a temporary, drug and alcohol-free environment to residents that are actively engaged in outpatient treatment for medically necessary SUD provided to the client off-site.
 
The Recovery Coach is responsible for assessing client needs and strengths in support of health and recovery. Through individual coaching with program-specific requirements and case management, Recovery Coaches assists clients in navigating systems of care while providing a supportive recovery environment. Recovery Coaches are responsible for maintaining and assessing the safety and security of the program and its residents through continued house runs while providing a supportive environment. Through effective communication, Recovery Coaches relay relevant information to other members of the interdisciplinary team and perform crisis intervention as needed. Recovery Coaches ensure that the facility environment is safe and welcoming.
 KEY RESPONSIBILITIES
 Client Services
 <ul>
<li>Welcomes and assists clients with navigating throughout the building.</li>
<li>Provides excellent customer service and addresses any immediate needs of patients.</li>
<li>Assists patients with the required paperwork as needed for proper enrollment in services.</li>
<li>Coordinates transportation for patients in residential programs.</li>
</ul>
Individual Responsibilities: 
<ul>
<li>Provide direct services such as intakes, assessment, crisis intervention, and case management as needed.</li>
<li>Responsible for retention and completion of clients, facilitate individual coaching sessions with each caseload client.</li>
<li>Provide learning experience opportunities and offers support to assist clients in meeting their long-term recovery goals.</li>
<li>Proactively link clients to both internal and external resources based on their recovery needs and follows up on the progress/status.</li>
<li>Perform house runs to ensure and maintain accountability of all clients and the safety and security of the facility.</li>
<li>Perform crisis intervention and communicate with treatment team as unforeseen situations arise.</li>
<li>Document client updates and incidents in the facility log daily, perform CPR and First Aid including administering Narcan as needed, and work weekends and holidays as needed.</li>
</ul>
Treatment Setting Responsibilities: 
<ul>
<li>Facilitate community meetings and ensure compliance with facility rules.</li>
<li>Perform crisis intervention and communicate with team as unforeseen situations arise.</li>
<li>Document all client updates and facility incidents daily in the facility log.</li>
<li>Perform periodic house runs to ensure and maintain the safety and security of the facility.</li>
<li>When assigned at the Health and Wellness office, the Recovery Coach will document and accurately distribute client money, ensure client medications are securely stored and properly accounted for and holds facility keys and floater cellular phones.</li>
<li>As needed, accompanying clients to offsite appointments related to their recovery.</li>
<li>Attending all required training and meetings as assigned by facility manager.</li>
<li>Plan and facilitate client celebrations and special events.</li>
<li>Recovery Coach must be available to work weekends and holidays as needed.</li>
</ul>
Documentation Responsibilities: 
<ul>
<li>Collaborate with each client and other available internal and external resources to develop transition plans, progress notes and appropriate updates in support of the health and recovery needs of the client.</li>
<li>Properly document all individual encounters and complete the discharge paperwork/process and required agency assessments in timely manner.</li>
<li>Maintains accurate records by data entering documentation into various electronic systems for all clients in accordance with guidelines established by HealthRIGHT 360 to satisfy internal and external evaluating requirements.</li>
<li>Completes accountability report on a weekly basis and collaborates with treatment providers to assist clients achieve program completion.</li>
</ul>
Safety Responsibilities
 <ul>
<li>Remains alert and awake during the entire shift.</li>
<li>Ensures and maintains a safe and orderly environment for clients, staff, and visitors.</li>
<li>Performs crisis intervention and communicates with treatment team as unforeseen situations arise.</li>
<li>Directs and deflects traffic; de-escalates tense, high pressure, and emotionally charged situations; and fosters a safe, respectful, and welcoming environment.</li>
<li>Maintains positive, respectful, non-confrontational behaviors always, even when observing, receiving, or de-escalating disrespectful or disorderly behaviors.</li>
<li>Make regular rounds to monitor entrances, exits, offices, common areas, and building perimeters.</li>
<li>Ensure a welcoming environment by clearing areas of crowds, debris, and out-of-place items.</li>
<li>Work collaboratively with service providers and administrative staff to maintain an orderly environment.</li>
<li>Performs CPR and First Aid as needed. May work weekends and holidays as needed.</li>
</ul>
And perform other duties as assigned.
 QUALIFICATIONS
 Education, Certification, and Experience
 <ul>
<li>High School diploma or equivalent.</li>
<li>First Aid and CPR certification.</li>
<li>A valid California driver’s license and automobile insurance.</li>
<li>Experience working successfully with issues of substance abuse, mental health, criminal background, and other potential barriers to economic self-sufficiency.</li>
<li>A Drug and Alcohol Registration/Certification recognized by DHCS, is preferred.</li>
<li>Bachelor’s degree in related field is preferred.</li>
</ul>
Knowledge
 <ul>
<li>Knowledge of co-occurring disorders and trauma informed treatment.</li>
<li>Knowledge of Clinical documentation (treatment plans, progress notes etc.).</li>
<li>Preferably bilingual in San Francisco threshold languages.</li>
<li>Knowledge of gender-responsive, trauma informed, and co-occurring treatment.</li>
</ul>
Must complete background check and livescan clearance.
 
We will consider for employment qualified applicants with arrest and conviction records.

Recovery Coach - Residential Step Down

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