At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Commercial Relationship Manager in Region Coverage as part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

**About this role:**

Wells Fargo is seeking a Commercial Relationship Manager...

The Region Coverage Commercial Relationship Manager serves our customers in a centralized environment/location and provides customer relationship management through convenience channels such as phone and email. Effectively pursues, manages, and grows profitable account relationships with low to moderate complex business needs for businesses up to $50MM in sales size. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and managing risk. Continually partners with existing customers to fully understand their businesses, objectives, strategies, and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the customer succeed financially. Understands, supports, and may perform effective financial analysis in the areas of credit, cash flow, and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services. May structure and complete straight forward secured and unsecured business loans.

Region Coverage Commercial Relationship Managers work in five (5) central locations aligned with Commercial Banking regions: Charlotte, NC; Minneapolis, MN; Phoenix, AZ; Salt Lake City, UT; and Dallas, TX. This position is located in Phoenix, AZ. You must be willing to live and work in Phoenix, AZ.

Required Qualifications:

2+years of Commercial Relationship Manager experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

+ Experience building and maintaining effective relationships with customers and internal partners

+ Strong prospecting, sales, negotiation, and influence skills

+ Ability to work effectively in a team environment

+ Excellent verbal, written, and interpersonal communication skills

+ Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

+ Effective organizational, multi tasking, and prioritizing skills

+ Commercial credit underwriting experience

+ Strong attention to detail and accuracy skills

+ A BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field

+ Strong prospecting, negotiation, and influencing skills

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Company:** WELLS FARGO BANK

**Req Number:** R-112462-2

**Updated:** 2022-01-16 02:03:04.838 UTC

**Location:** Phoenix,Arizona

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Commercial Relationship Manager in Region Coverage as part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

**About this role:**

Wells Fargo is seeking a Commercial Relationship Manager...

The Region Coverage Commercial Relationship Manager serves our customers in a centralized environment/location and provides customer relationship management through convenience channels such as phone and email. Effectively pursues, manages, and grows profitable account relationships with low to moderate complex business needs for businesses up to $50MM in sales size. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and managing risk. Continually partners with existing customers to fully understand their businesses, objectives, strategies, and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the customer succeed financially. Understands, supports, and may perform effective financial analysis in the areas of credit, cash flow, and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services. May structure and complete straight forward secured and unsecured business loans.

Region Coverage Commercial Relationship Managers work in five (5) central locations aligned with Commercial Banking regions: Charlotte, NC; Minneapolis, MN; Phoenix, AZ; Salt Lake City, UT; and Dallas, TX. This position is located in Phoenix, AZ. You must be willing to live and work in Phoenix, AZ.

Required Qualifications:

2+years of Commercial Relationship Manager experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

+ Experience building and maintaining effective relationships with customers and internal partners

+ Strong prospecting, sales, negotiation, and influence skills

+ Ability to work effectively in a team environment

+ Excellent verbal, written, and interpersonal communication skills

+ Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

+ Effective organizational, multi tasking, and prioritizing skills

+ Commercial credit underwriting experience

+ Strong attention to detail and accuracy skills

+ A BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field

+ Strong prospecting, negotiation, and influencing skills

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Company:** WELLS FARGO BANK

**Req Number:** R-112462-1

**Updated:** 2022-01-16 02:03:06.157 UTC

**Location:** Chandler,Arizona

**Job Profile**

**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(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Phoenix, AZ.

**Job Description**

+ Sets relationship strategies and directs 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 advanced levels of risk and complexity of needs. Works independently and may mentor other team members.

+ Creates and drives strategy 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. Drives client engagement and loyalty. Generates ideas and best practices within Relationship Management and may mentor others.

+ Manages effective network of senior 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 the most 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.

**Competencies** Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.Customer Experience Management. - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Prospecting. - Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.Selling. - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.Tech Savvy - Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being. **Work Experience** Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered. **Education** Bachelors

**Additional Job Description**

**Benefits**

PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC (https://www.pncbenefits.com/newhire.html) .

**Disability Accommodations Statement:**

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

**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.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/hr/onboarding/pnc\_ccpa\_privacy\_disclosure\_employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors

Institutional Infrastructure Solutions (IIS) provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, an outsourced Wealth Management OCIO, the client’s MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting.

The Client Relationship Manager is a senior level position that serves as the lead on a team of Client Service Associates and Operations Associates who are responsible for proving world-class service to our institutional clients. The Client Relationship Manager will be responsible for all functions of the high-performing team which includes, ensuring exceptional client service, managing staff, overseeing team coordination, etc. The Client Relationship Manager will also coordinate and assign work to the support staff functions across the group.

Role Responsibilities

* Leads team to establish and cultivate relationships with new and existing institutional clients by providing world class service through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
* Coordinates resolution of complex issues/concerns received from the client with input from senior team members
* Allocates work among a team of three or more full-time employees
* Stays attuned to updates and enhancements to firm products and services
* Engages in strategic planning with other team members on client matters
* Focuses on building strong relationships with corporate departments and strategic partners
* Proactively and independently resolves open issues received from client's organization
* Provides leadership and coordination for the development and implementation of client facing processes, such as client onboarding, Graystone discretion, etc.
* Serve as a senior role model for other support staff
* Organize internal and external meetings, including logistics, attendees, materials and communications
* Manage the onboarding of new client accounts, which includes the collection of required documentation and client information across Morgan Stanley, Funds, and 3rd Party Custodians
* Oversee the support of non-investment related services for institutional clients including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services)
* Review and approve daily NAV calculations for the portfolio, billing, and other processes as required

* College degree preferred
* 7 or more years of industry experience preferred
* Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services)
* Active Series 7, 63 and 65 (or Series 7 and 66)
* Additional product licenses may be required
* Experience with multi-family offices and institutions required
* Experience supporting clients with multiple custodians required

*_Knowledge/Skills_*

* Strong industry, product and branch procedures knowledge
* Knowledge of applicable compliance rules and regulations
* Proficient in applicable software applications
* Evidence of strong leadership skills or previous supervisory experience
* Experience working with multiple third party custodians for one client
* Detail oriented with superior organizational skills and ability to prioritize tasks
* Exceptional writing, interpersonal and client service skills
* Strong analytical skills and the ability to interpret complex data
* Self-motivated / self-starter with excellent work ethic
* Ability to work in a fast-paced, evolving environment

**Job:** **Wealth Management*

**Title:** *Client Relationship Manager*

**Location:** *Arizona-Gilbert*

**Requisition ID:** *3191921*

**Description**

The Lead, Portfolio Management collaborates with the business portfolio team to align the IT portfolio and demand. The Lead, Portfolio Management works on problems of diverse scope and complexity ranging from moderate to substantial. In this role you have a unique opportunity to be part of a team that supports the 4 segments of Healthcare services (Clinical, Pharmacy, Home and Primary Care Organization PCO). Each of these areas currently have large transformational initiatives in progress that are part of the overall portfolio.

**Responsibilities**

The Lead, Portfolio Management organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, Uses independent judgment requiring analysis of variable factors and determining the best course of action.

**Required Qualifications**

+ Bachelor's degree

+ 8 or more years of technical experience

+ 2 or more years of project leadership experience

+ Ability to manage multiple tasks and deadlines with attention to detail

+ Ability to communicate effectively and deliver presentations to senior leaders

+ Advanced experience leading special projects and producing metrics, measurements and trend reports

+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences

**Preferred Qualifications**

+ MBA or other Advanced Degree

+ Possess a solid understanding of operations, technology, communications and processes

+ Six Sigma certification

+ PMP certification

+ Demonstrated ability to run large scale, highly visible programs with responsibility for multiple project teams

**Additional Information**

For this job, associates are required to be fully COVID vaccinated (preferred) or undergo weekly COVID testing and wear a face covering while at work. The weekly testing will need to be done through an approved Humana vendor, and unvaccinated associates should follow all social distancing and masking protocols if they are required to come into a Humana facility or work outside of their home. We are a healthcare company committed to putting health and safety first for our members, patients, associates, and the communities we serve.

If progressed to offer, you will be required to:

+ Provide proof of full vaccination or commit to testing protocols **OR **

+ Provide proof of applicable exemption including any required supporting documentation

​​Medical, religious, state and remote-only work exemptions are available.

**Scheduled Weekly Hours**

40

**Description**

Are you interested in working with senior leadership and discussing IT Strategy? Collaborating with the decision makers on corporate initiatives? As a Senior Demand and Portfolio Manager working in Technology, Strategy, Operations and Enterprise Capabilities, you will have access to Humana's IT leaders in a high-visibility role. If that sounds like you, let's discuss your next role.

**Responsibilities**

The Senior Demand and Portfolio Management Professional organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments. This role will:

+ Be responsible for the monthly activities supporting Objectives and Key Results (OKRs) for all teams in Technology Strategy, Operations, and Enterprise Capabilities

+ Standardize the model for Technology Roadmap / Long-term Strategy documentation and publication

+ Support the discipline of portfolio planning and management for project selection and execution

+ Be accountable to provide ongoing strategic views and direction on multiple initiatives while driving discipline of strategy and execution, and communicating our technology transformation

+ Support an annual technology strategic planning calendar process that is in synch with the corporate budgeting process, enabling multiple technology teams to plan together

**Assignment Capsule:**

The Senior Demand and Portfolio Management Role supports the prioritization of projects and programs based on strategy, strategic roadmap, available and prioritized budgets. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, uses independent judgment requiring analysis of variable factors in determining the best course of action. You will:

+ Be responsible for the monthly activities supporting Objectives and Key Results (OKRs) for all teams in Technology Strategy, Operations, and Enterprise Capabilities

+ Standardize the model for Technology Roadmap / Long-term Strategy documentation and publication

+ Support the discipline of portfolio planning and management for project selection and execution

+ Be accountable to provide ongoing strategic views and direction on multiple initiatives while driving discipline of strategy and execution, and communicating our technology transformation

+ Support an annual technology strategic planning calendar process that is in synch with the corporate budgeting process, enabling multiple technology teams to plan together

**Key Competencies**

+ **Customer Focus** : Connects meaningfully with customers to build emotional engagement and customer advocacy. Simplifies complexity and integrates internal efforts to deliver an optimal customer experience.

+ **Collaborates** : Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts Humana's overall success first.

+ **Acts Strategically** : Makes decisions and sets strategy based on the long-term vision, uses an enterprise-wide perspective to translate strategies into actions, inspires others to embrace and advance the strategy, and creates a clear view of the future state.

+ **Leads Change** : Guides and energizes others, models adaptability, and inspires strong organizational performance through periods of transformation, ambiguity, and complexity

**Role Essentials**

+ 10+ years in the Information Technology field, specifically with 5+ years of experience in Program/Project or Portfolio management

+ Bachelor's degree required

+ Intermediate Business Analyst experience

+ Professional image and excellent communication skills required

+ Ability to synthesize complex information and tailor communication to intended audiences

+ Highly collaborative mindset and excellent relationship-building skills, including the ability to engage many diverse stakeholders and SMEs, and gain their co-ownership of outcomes

+ Working knowledge of ad-hoc query tools and data repositories that support data extraction and manipulation

+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences

+ Ability to manage multiple tasks and deadlines with attention to detail

**Role Desirables**

+ PMP certification

+ MBA or other Advanced Degree

+ Six Sigma certification

+ Experience in problem analysis and process

+ 5+years of experience in financial management, budget planning and budget development of IT Programs/Projects

+ Experience producing metrics, measurements and trend reports

**Reporting Relationship:**

+ You will report to Portfolio Management leadership within Technology Strategy, Operations, and Enterprise Capabilities

**Humana: Inspired for Life**

Humana is looking for associates dedicated to service, and who believe in following the golden rule: treat others the way you want to be treated. Humana was founded on this basic premise of how people should be treated, and this value is very much alive in our expectations for providing our customers with perfect service today.

At Humana, Perfect Service means getting the basics done right, delivering value and quality, providing guidance on their needs, and actively engaging with our members. Our associates engage with members through every step of their road to wellness; whether it is through direct interaction or their efforts behind the scenes. Humana associates provide Perfect Service every day to our members, employers, providers and colleagues. Humana is looking for people who improve their own well-being by taking care of others.

______________________________________________________________________________

**Additional Information:**

For this job, associates are required to be fully COVID vaccinated or undergo weekly COVID testing and wear a face covering while at work. The weekly testing will need to be done through an approved Humana vendor, and unvaccinated associates should follow all social distancing and masking protocols if they are required to come into a Humana facility or work outside of their home. We are a healthcare company committed to putting health and safety first for our members, patients, associates, and the communities we serve.

If progressed to offer, you will be required to:

* Provide proof of full vaccination or commit to testing protocols **OR **

* Provide proof of applicable exemption including any required supporting documentation

​​Medical, religious, state and remote-only work exemptions are available.

**Scheduled Weekly Hours**

40

Merrill Lynch Client Relationship Manager - Scottsdale, AZ

Scottsdale, Arizona;Denver, Colorado; Lincoln, Nebraska; Colorado Springs, Colorado; Omaha, Nebraska; Boulder, Colorado

**Job Description:**

+ Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

+ The **Client Relationship Manager (CRM)** is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Client Relationship Manager (DCRM). The CRM functions as a member of the market leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market.

**Specific responsibilities include, but are not limited to:**

+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch

+ Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel

+ Reviewing and approving all new client relationships

+ Managing, training and developing the branch's Client Associates and Service Support Staff

+ Requires diversification and experience with ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge

+ Required Skills:" **MUST** " have these skills to be minimally qualified. **The ideal candidate is a self-motivated, client centric individual who has:**

+ Series 7, 66, 9, 10 (or equivalent) Licenses required

+ Series 3, 31 licenses, if warranted

+ Minimum 5+ years of CRM experience required

+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

+ Strong customer service and communication skills

+ Prior trend analysis experience

+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

+ If currently an internal associate, completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager required

Desired Skills:

+ Bachelor’s degree or equivalent work experience

**Job Band:**

H4

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

**Weekly Schedule:**

**Referral Bonus Amount:**

0

**Job Description:**

+ Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

+ The **Client Relationship Manager (CRM)** is a direct report to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Client Relationship Manager (DCRM). The CRM functions as a member of the market leadership team. The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds/Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market.

**Specific responsibilities include, but are not limited to:**

+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch

+ Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel

+ Reviewing and approving all new client relationships

+ Managing, training and developing the branch's Client Associates and Service Support Staff

+ Requires diversification and experience with ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge

+ Required Skills:" **MUST** " have these skills to be minimally qualified. **The ideal candidate is a self-motivated, client centric individual who has:**

+ Series 7, 66, 9, 10 (or equivalent) Licenses required

+ Series 3, 31 licenses, if warranted

+ Minimum 5+ years of CRM experience required

+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

+ Strong customer service and communication skills

+ Prior trend analysis experience

+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

+ If currently an internal associate, completion of the Associate Office Management Team Development Program and/or currently a Merrill Lynch Market Client Relationship Manager required

Desired Skills:

+ Bachelor’s degree or equivalent work experience

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Learn more about this role

Full time

JR-21009334

Band: H4

Manages People: Yes

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Olivia Robinson

Referral Bonus:

0

Colorado job seekers

**Colorado pay range:**

$90,000 - $125,000
annualized salary, offers to be negotiated based on experience, education and skill set.

**Discretionary incentive eligible**

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

**Benefits**

This role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Give yourself the gift of a job you love and a company you love to work with!

East Idaho Credit Union, a #1 Best Place to Work in Idaho, is growing and looking for aMortgage Loan Officer to join us in the Treasure Valley Area. And with no cap on commissions, your earnings can be as great as your effort.

The Mortgage Loan Officer (MLO) educates, advises, and guides potential borrowers through the loan application process. Proactively solicits new residential mortgage business and participates in cross-selling EICU s other beneficial products and services to help our members achieve financial success. Continually identifies, develops and maintains a quality network of business relationships including real estate professionals, builders, internal staff and member referrals that serve as a recurring source of new and additional mortgage lending opportunities. Responds to member inquiries and referrals, conducts interviews with prospective borrowers in order to analyze financial and credit date, determines member financing objectives, advises member on ongoing progress, and gathers relevant information and documents for loan. Participates in related community efforts. The MLO is responsible for assisting in attaining other established organizational and departmental goals, and provides leadership, training and support to other loan officers and staff members. The MLO demonstrates thorough knowledge of lending programs, policies, procedures and regulatory requirements, and complies with all Federal and State policies while adhering to HDMA requirements. Always provides the highest level of member service.

Qualifications include:

* Associate Degree in Business or related field or equivalent combination of formal training and experience
* Five years of consumer lending/mortgage lending experience preferred
* Bilingual English/Spanish preferred
* Knowledge of Credit Union loan services, policies, and procedures
* Excellent interviewing, communication, and public relations skills
* Professional appearance and attitude
* Strong analytical and financial, and problem-solving skills
* Maintain proficiency in applicable software and demonstrates ability to learn and retain additional technological skills as required for the job
* Able to review, understand and navigate complex financial documents
* Excellent communication, member service, and interpersonal skills
* Self-motivated and goal-oriented
* Ability to work independently and within a team
* Must remain composed in stressful, high-pressure situations. Calmly and professionally handle different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service
* Demonstrate extreme accuracy and quality, effectively handle multiple tasks and changing priorities, and exercise highest level of discretion on both internal and external matters
* Maintains reliable and timely attendance. Available to work the days and hours as dictated by business needs; includes morning and evening hours and may be in coordination with real estate agents, financial planners, and others from outside the workplace to attract new clients
* Must have reliable transportation to get to and from required business functions

We are a fun place to work with great benefits and pay. We re just missing you!

Here at East Idaho, we value our employees. That's why EICU was named a Best Place to Work in Idaho repeatedly over the last five years! The Best Places to Work in Idaho winners, as chosen by their own employees, have demonstrated exceptional performance in the areas of Compensation and Benefits, Employee Growth and Development, Work-Life Balance, Workplace Environment, and Company Management.

We are proud to offer our employees:

* Medical, Dental, Vision Insurance
* Flexible Spending Account/ Dependent Care Account
* Life Insurance
* Accidental Death and Dismemberment Insurance
* Short and Long Term Disability Insurance
* Optional Supplemental Life Insurance
* Optional Supplemental Insurance (Aflac)
* 401(k) 5% employer match
* Vacation Time
* Sick Time
* Bereavement
* Employee Loan Rates
* Employee Assistance Program
* Wellness Program
* Tuition Assistance

Give yourself the gift of a job you love and a company you love to work with!

East Idaho Credit Union, a #1 Best Place to Work in Idaho, is growing and looking for aMortgage Loan Officer to join us in the Treasure Valley Area. And with no cap on commissions, your earnings can be as great as your effort.

The Mortgage Loan Officer (MLO) educates, advises, and guides potential borrowers through the loan application process. Proactively solicits new residential mortgage business and participates in cross-selling EICU s other beneficial products and services to help our members achieve financial success. Continually identifies, develops and maintains a quality network of business relationships including real estate professionals, builders, internal staff and member referrals that serve as a recurring source of new and additional mortgage lending opportunities. Responds to member inquiries and referrals, conducts interviews with prospective borrowers in order to analyze financial and credit date, determines member financing objectives, advises member on ongoing progress, and gathers relevant information and documents for loan. Participates in related community efforts. The MLO is responsible for assisting in attaining other established organizational and departmental goals, and provides leadership, training and support to other loan officers and staff members. The MLO demonstrates thorough knowledge of lending programs, policies, procedures and regulatory requirements, and complies with all Federal and State policies while adhering to HDMA requirements. Always provides the highest level of member service.

Qualifications include:

* Associate Degree in Business or related field or equivalent combination of formal training and experience
* Five years of consumer lending/mortgage lending experience preferred
* Bilingual English/Spanish preferred
* Knowledge of Credit Union loan services, policies, and procedures
* Excellent interviewing, communication, and public relations skills
* Professional appearance and attitude
* Strong analytical and financial, and problem-solving skills
* Maintain proficiency in applicable software and demonstrates ability to learn and retain additional technological skills as required for the job
* Able to review, understand and navigate complex financial documents
* Excellent communication, member service, and interpersonal skills
* Self-motivated and goal-oriented
* Ability to work independently and within a team
* Must remain composed in stressful, high-pressure situations. Calmly and professionally handle different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service
* Demonstrate extreme accuracy and quality, effectively handle multiple tasks and changing priorities, and exercise highest level of discretion on both internal and external matters
* Maintains reliable and timely attendance. Available to work the days and hours as dictated by business needs; includes morning and evening hours and may be in coordination with real estate agents, financial planners, and others from outside the workplace to attract new clients
* Must have reliable transportation to get to and from required business functions

We are a fun place to work with great benefits and pay. We re just missing you!

Here at East Idaho, we value our employees. That's why EICU was named a Best Place to Work in Idaho repeatedly over the last five years! The Best Places to Work in Idaho winners, as chosen by their own employees, have demonstrated exceptional performance in the areas of Compensation and Benefits, Employee Growth and Development, Work-Life Balance, Workplace Environment, and Company Management.

We are proud to offer our employees:

* Medical, Dental, Vision Insurance
* Flexible Spending Account/ Dependent Care Account
* Life Insurance
* Accidental Death and Dismemberment Insurance
* Short and Long Term Disability Insurance
* Optional Supplemental Life Insurance
* Optional Supplemental Insurance (Aflac)
* 401(k) 5% employer match
* Vacation Time
* Sick Time
* Bereavement
* Employee Loan Rates
* Employee Assistance Program
* Wellness Program
* Tuition Assistance

We're searching for a natural leader who is ready to make an impact by leading day-to-day operations of our Phoenix, AZ  US branch. The ideal candidate has a passion for strategy and is as interested in achieving business results as they are in making connections with customers, job seekers and colleagues. This position is responsible for leading a team. organizing operational activities and executing the branch sales strategy. The Branch Manager ensures operational and financial performance is maintained and profit margins and revenue goals are achieved. You will consistently strive to help PeopleReady realize our vision of being the talent solution for the changing world of work.

Where you can shine:

* Oversee day-to-day operations of the branch and assist with hands-on processes as needed.

* Hire, manage, train and coach your team of branch staff.

* Work with employees to set performance goals, expectations, and professional development plans.

* Empower your team to reach their full potential. Hold them accountable for branch success by positively leading the way.

* Execute branch sales strategy by sourcing and qualifying new leads, developing our workforce solutions, and pricing and closing orders.

* Manage and grow existing customer accounts by closing additional up-sell and cross-sell opportunities. Maintaining consistent communication is key.

* Continuously seek ways to streamline processes for operational efficiency and excellence.

* Handle complaints, settle disputes, resolve grievances and conflicts – you know how to negotiate and diffuse conflicts.

* Oversee recruiting efforts to ensure that we have a qualified pool of talent to meet customer demand.

* Strategically manage branch profit and loss (P&L).

* Ensure workers are appropriately dispatched to job sites, customer orders are serviced and filled and payouts are timely.

* Create a culture of safety by conducting site visits and meeting with our customers and temporary job seekers. Proactively takes actions to contribute to a safer workplace for our people.

* Manage workers compensation claims.

* Embrace our culture principles: We Are Customer Obsessed, We Do the Right Thing, We Stand Together, We

* At times, you may be required to drive a vehicle to transport temporary workers to job sites or to conduct customer site visits.

What you bring to the table:

* 5 years related experience; Bachelor's Degree or equivalent combination of education and experience

* Prior experience managing in the staffing industry preferred

* Valid driver's license

* Proven leadership competencies and experience

* Ability to execute, prioritize and meet deadlines under pressure

* Ability to drive processes, improve operational performance and achieve results

* Ability to hire, manage, develop, and lead individuals and teams

* Excellent communications skills, both written and verbal. You have the gift of persuasion!

* Ability to effectively interact and build relationships with a diverse employee population

* Demonstrates proficient business acumen to include financial performance, and success in developing and maintaining customer relationships

* Advanced problem-solving skills with the ability to define problems, collect data, establish facts, draw valid conclusions, and make decisions

At PeopleReady, we make a difference:

PeopleReady is an industry-leading general and skilled labor staffing provider for retail, manufacturing, warehousing, logistics, energy, construction, hospitality, and other industries. The daily impact that we have on the lives of job seekers and our customers' businesses is something that we're incredibly proud of. Our team operates by one motto: We Are Ready. Ready to make a difference, ready to change lives through work and ready to win. Are you ready to join us? To apply, please email your resume to cmachua@peopleready.com. We can't wait to meet you.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. 

ABOUT US

TrueBlue was founded on the idea of connecting people and work.  We work with businesses to provide the workforce solutions they need to succeed.  Publicly traded since 1998, TrueBlue provides a talented workforce of over 600,000 people and partners with more than 100,000 companies around the world through three segments:  PeopleReady, PeopleManagement and PeopleScout. 

* PeopleReady provides on-demand and skilled labor for retail, manufacturing, warehousing, logistics, energy, construction, hospitality, and ports & terminals industries.

* PeopleManagement (Staff Management, SIMOS, Centerline) provides on-premise contingent staffing and on-premise management in the light-industrial sector and beyond.

* PeopleScout provides high-volume permanent employee (RPO) recruitment process outsourcing and management of outsourced service providers to a global workplace.

TrueBlue continues to broaden its service offerings, reaching more markets, and offering greater technology and innovation to benefit employers, staff and contingent workers.

What we do at TrueBlue is simple – we put people to work and change lives every day.

\#intPR2022

PeopleReady is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religious affiliation, color, national origin, gender, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other basis protected by law. We will get to know you and connect you with jobs that match your skills, experience and preferences. We work hard every single day to find jobs so each employee has opportunity and variety in their work.