Relationship Manager
FiStaff, Inc.
What You'll Do In this role, you'll develop and manage relationships with Not-for-Profit organizations while helping clients navigate their broader banking and financial needs. Responsibilities may include: Build and manage relationships with Not-for-Profit clients and prospects. Develop a strong understanding of each organization's financial position, operating model and banking needs. Analyze financial statements, balance sheets, income statements and other financial information. Partner with credit and internal banking teams to structure appropriate solutions. Identify opportunities to deepen existing relationships and develop new business. Build relationships with CFOs, executives and other financial decision-makers. Develop expertise in the unique financial needs of Not-for-Profit organizations. Manage and grow a portfolio of commercial relationships. Who We're Looking For We’re looking for a banking professional with a strong commercial and credit foundation who is interested in building or continuing a career in Not-for-Profit banking. You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen and drive to become more client-facing and ultimately own and grow a portfolio. Strong candidates will bring: Commercial banking, credit, portfolio management or related experience. Strong understanding of financial statements and commercial credit. Ability to communicate effectively with CFOs and other senior financial leaders. Relationship-building and business-development aptitude. Intellectual curiosity and an interest in learning a specialized segment of commercial banking. Initiative and the desire to build and grow a portfolio. Existing Not-for-Profit banking experience or relationships are highly valued but not required for the right developing candidate. Why Consider This Opportunity? This is an opportunity to build or continue a career in a specialized area of commercial banking, develop meaningful client relationships, and play an important role in growing a Not-for-Profit portfolio. The team values strong banking fundamentals and is willing to invest in the right person while providing room for continued growth and development. Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr
$190k - $300k
...6-10-28Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transactions to join the team. Approved office locations... ...strategy, pursuit leadership, and executive relationship management— shaping how capabilities are packaged, positioned, and...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...membership delivering exceptional, hyper‑bespoke travel experiences for Ultra‑High‑Net‑Worth individuals. As a Private Travel Relationship Manager, you'll take full ownership of a dedicated member portfolio, acting as the trusted advisor for some of the world's most...Suggested
$93.75k - $137.5k
...values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Relationship Manager helps make National Life a preferred carrier by strengthening partner confidence, improving field effectiveness, and turning...SuggestedHourly payTemporary workWork experience placementWork at officeRemote workFlexible hours$55k
...Relationship Manager (RM) The Relationship Manager (RM) is responsible for the operational oversight of an assigned client caseload and census within the branch. This role governs staffing, recruiting, scheduling, and relationship management to ensure patients are appropriately...SuggestedWork at officeLocal areaShift work- ...The Relationship Manager is responsible for managing and growing profitable lending relationships for the Bank under the direct supervision of the Market President. The Relationship Manager will hold the responsibility of ensuring that goals are met, cultivate business...Suggested
- ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. The Relationship Manager will join a highly talented team of wealth management and client service professionals that...Work at office
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$180k - $265k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Relationship Manager (RM) is responsible for managing and growing a complex portfolio of companies across Texas having revenues ranging from $50...Full timeTemporary workLocal area3 days per week$86.6k - $161.6k
...The Compliance Solutions Relationship Manager (RM) serves as a strategic client advocate and trusted partner for a complex, high‑revenue portfolio of clients. The RM is accountable for relationship governance and overall relationship health, ensuring productive and collaborative...Minimum wageContract workTemporary workLocal areaRemote work$75k - $110k
...providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...part of our culture. Position Summary E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience...Temporary workWorldwide- ...Relationship ManagerDallas, TexasWhile the world grows more digital and connected, physical frictions in payments aren't going anywhere.... ...financial institutions and businesses nationwide.As a Relationship Manager, your primary mission is to cultivate and maintain strategic...
- ...protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary...Full time
- ...outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager III role might be for you!At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive,...Full time
$68k - $78k
...experienced dynamic growth, expanding our portfolio and developing relationships with transportation companies that have locations outside the... ...of our business, and we are introducing a new Relationship Manager role to elevate our service and strengthen these critical...- ...the first step towards your next career opportunity! Summary If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place. Our commitment...Work at office
- ...Sales Development Manager The Sales Development Manager builds relationships with high-profile prospects and sells cross-divisional J.B. Hunt solutions. You'll identify opportunities, win new business, guide implementation, develop long-term account strategies and transition...Contract work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Frisco, TX. Commercial Banking provides...Full timeTemporary workPart timeWork experience placementWork at office
- ...outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you!At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive,...Full time
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager III (F) within PNC's Corporate Banking Healthcare organization, you can be based in Houston, TX, Dallas, TX or Clayton, MO....Full timeTemporary workPart timeWork experience placementWork at office
- ...Client Manager Energy As the Client Manager Energy, you will be underwriting and managing a commercial banking portfolio that is... ...role will have a secondary focus on selling deeper into customer relationships. This includes client-facing interaction, underwriting,...
- Beacon Pointe Advisors seeks a Relationship Manager in Dallas-Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and...
$200k - $275k
...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing... ...please visit CIBC.comWhat you'll be doingAs a Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-...Full timeRemote work- ...A leading financial services organization is seeking a Relationship Manager IV for their Corporate Banking team in Dallas. The role focuses on managing significant customer relationships, negotiating loan proposals, and ensuring compliance with financial regulations....
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- ...incoming traffic to appropriate location; provides support to management and department to meet requirements for seamless service; and... ...regarding the hospital. ~ Maintains a positive working relationship with staff in all areas of the hospital in order to facilitate...ReliefWork at officeFlexible hoursDay shift
- ...A well-established growing regional bank is looking to add an experienced SVP Relationship Manager to their Healthcare team focusing on Healthcare Real Estate. This role is an exciting opportunity to join a rapidly expanding area of banking as healthcare lending increases...
- ...combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like... ...of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional servicesExperience...Temporary work
- Job DescriptionInfosys is seeking an Associate Engagement Manager - Client Services. The Associate Engagement Manager-Client Services... ...may require travel as requiredRole Description:Client relationship management and business development: manage client relationships...Full timeTemporary workRelocationVisa sponsorship
- ...Relationship Manager III - C&IB 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...Full timeTemporary workPart timeWork experience placementWork at office
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