One To Many Relationship Database Example Jobs in Usa

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• We are seeking a dynamic professional to support and enhance the infrastructure and operations of the Vendor Relationship Management (VRM) team.
  
• This role will be instrumental in managing projects, optimizing processes, and driving operational excellence within our vendor governance framework.
  
• The successful candidate will contribute insights and strategies to mature our ways of working and strengthen partnerships with internal stakeholders and external vendors.
  

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• Operational Support: Own the management and delivery of assigned day-to-day VRM operational activities, ensuring efficiency and accuracy.
  
• Project Leadership: Lead and support initiatives that improve vendor governance, streamline processes, and enhance collaboration across teams. Leads creation of assigned presentations or other internal materials related to VRM group.
  
• Process Optimization: Identify and implement opportunities to mature workflows and optimize vendor management practices.
  
• Stakeholder Engagement: Partner with internal teams to foster strong relationships, source feedback, and improve communication channels.
  
• Governance & Reporting: Support development and maintenance of frameworks, tools, and reporting that enable effective vendor relationship management.
  
• Insights & Continuous Improvement: Analyze processes, data and trends to provide actionable recommendations for operational and strategic improvements.
  
• Meeting & Material Support: Coordinate meetings, develop agendas, prepare presentations, and manage documentation for internal and external audiences. May support the development of select materials for external vendor meetings as determined by the team.
  

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• Strategic Thinking: Ability to see the big picture and align operational improvements with organizational goals.
  
• Collaboration: Proven ability to work well as part of a team, building strong relationships across stakeholders and fostering a culture of partnership and trust.
  
• Adaptability: Strong desire and ability to work in a fast-paced, dynamic environment and adjusts to changing priorities with ease.
  
• Problem-Solving: Applies critical thinking to identify issues and develop innovative solutions.
  
• Analytical Thinking: Demonstrates excellent technical or analytical knowledge base, with ability to assess data, processes and understanding to tell a meaningful story and message.
  
• Accountability: Takes ownership of deliverables and ensures timely, high-quality outcomes including ability to make critical decisions related to projects and tasks. Demonstrates excellent attention to detail, teamwork, and initiative; maintains confidentiality; maintains meticulous attention to project deadlines.
  
• Influence & Communication: Demonstrates excellent verbal and written communication skills to effectively and persuasively to drive alignment and action.
  
• Continuous Improvement Mindset: Proactively seeks opportunities to enhance processes and ways of working with confidence to voice opportunities.
  

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• BA/BS degree with 5+ years of relevant experience in vendor management, outsourcing, or project management within biotech or pharmaceutical industries.
  
• Strong foundation in project management and vendor governance frameworks.
  
• Previous experience in multiple aspects of Relationship Management including partnering with vendors and cross-functional stakeholders - several years and direct experience preferred.
  
• Experience in Clinical Trial Delivery or Drug Development Lifecycle preferred.
  
• Excellent communication, analytical, and organizational skills.
  
• Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint.
  

Description

The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

Client Relationship Management

• Serve as the primary point of contact for a portfolio of commercial clients.
• Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
• Conduct regular client reviews to assess financial needs and satisfaction.

Credit and Lending

• Analyze financial statements and assess creditworthiness of clients.
• Structure and negotiate commercial loans and credit facilities.
• Work with credit analyst to assist with the underwriting of credit proposal.
• Approves loans within specified limits or present loans to loan committee for approval.

Portfolio Management

• Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
• Identify and mitigate potential risks within the portfolio.
• Ensure compliance with internal policies and regulatory requirements.

Business Development

• Identify and pursue new business opportunities through networking, referrals, and market research.
• Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
• Collaborate with product specialists to deliver comprehensive financial solutions.

Internal Collaboration

• Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
• Participate in team meetings.
• Ensures loan documents are complete and accurate according to policy.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect - Demonstrate that the feelings and rights of others are valued
• Client Focus - The relationships built with customers/co-workers are top priority.
• Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
• Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
• Collaboration - Work with others to produce or create excellence.
• Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability - Maintain personal responsibility
• Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
• Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.

POSITION LEVEL(S) EXPECTATIONS

Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:

• Track record of business development and client acquisition
• Level of understanding of financial statements and risk assessment
• Familiarity with regulatory requirements and compliance standards
• Portfolio management
• Client relationship development
• Level of experience with structuring and negotiating loan terms

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.

Job responsibilities:

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, , and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills:

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Preferred qualifications, capabilities, and skills:

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at http:///SAFE/Pages/default.

We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support client's entire life journey by providing professional and comprehensive financial advice to suit the client's needs. You will also provide support on contacting clients proactively, handling clients' banking queries timely and ensuring all the compliance and regulations are met.

Responsibilities include:

• Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients
• Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
• Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience
• Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
• Promote our products and services to potential clients, exploring their needs and making referrals to other business units where appropriate
• Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance
• Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB
• May perform other duties as assigned

Qualifications include:

• Bachelor's degree or equivalent experience
• FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining
• 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes
• Relationship management experience with high-net-worth clients or equivalent
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills
• Strong relationship management, client service, time management and prioritization skills
• Broad knowledge of financial products and services
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
• A strong sense of ownership, responsibility, and accountability
• Excellent understanding of financial planning, wealth management, and client-needs assessment

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation: The base pay range for this position is USD $71,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Job Responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required Qualifications, Capabilities, and Skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred Qualifications, Capabilities, and Skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at https:///Safe/SitePages/default.aspx.

Summary

If you're early in your career and looking for a role where you can grow quickly, earn well, and work with wonderful people - this is an excellent opportunity. The Client Relationship Manager is not a traditional sales job. Instead, you’ll focus on building relationships, guiding people through agreements, and helping both property owners and developer partners reach win‑win outcomes.

You’ll join a company known for its fun culture, strong support system, and hands‑on training, along with a base salary + bonus structure and competitive benefits (Health, Dental, 401k). The hybrid schedule in Greenville, SC gives you flexibility while still staying connected to a collaborative team.

What You’ll Do

• Serve as the main point of contact between property owners and development partners.
• Help guide owners through their agreement process, explaining key terms and addressing questions.
• Support negotiations by working with attorneys, accountants, and third‑party advisors.
• Keep everything organized using the company’s internal systems—documenting activities, updating workflows, and assisting with reporting.
• Represent the company professionally while building trust and long-term relationships.

Who This Role Is Perfect For

• New grads or early‑career professionals who love working with people.
• Someone who enjoys problem-solving, listening, and helping others understand complex topics.
• A strong communicator who can simplify information.
• A driven, results‑oriented person who wants to grow their career and take on more responsibility over time.
• Someone excited by significant variable earning potential

What Helps You Succeed

• Bachelor’s degree in business, communications, or similar (preferred, not required).
• 1+ year of experience in client support, relationship management, deal‑making, account management, customer service, events or a similar role.
• Experience in real estate, energy, agriculture, or related fields is helpful but absolutely not required.
• Strong communication, relationship-building, negotiation, and organizational skills.
• High integrity, collaborative mindset, and a passion for helping people.
• Ability to juggle multiple priorities in a fast-paced environment.

Financial Additions has a Wealth Advisor / Relationship Manager opportunity with an established organization in Fort Worth, TX. This role is ideal for a professional who enjoys building long-term client relationships, providing financial advisory services, and being actively involved in the local community.

Duties include:

Developing new client relationships while managing and deepening an existing book of business

Providing financial advisory support to clients across multiple service areas

Building and maintaining a strong network of referral sources including attorneys, accountants, and other business professionals

Partnering with internal teams and professionals to deliver comprehensive client solutions

Representing the organization through community involvement and professional networking

Maintaining strong client relationships focused on long-term advisory partnerships

Supporting internal initiatives focused on client service excellence and organizational values

Other related duties as assigned

Qualifications include:

Bachelor’s degree in Accounting or Finance required

4+ years of experience in investment management, registered investment advisor (RIA), trust management, or legal/estate advisory work preferred

Strong relationship-building and business development skills

Excellent communication and interpersonal abilities

High attention to detail and strong organizational skills

Self-motivated with the ability to manage client relationships and business development efforts independently

Professional presence and strong client service orientation

Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?

If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.

We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.

Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.

What You'll Be Doing:

• Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
• Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
• Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
• Collaborate with internal teams to ensure the best outcome for your clients.

Is It For You:

• You have a passion for discussing capital markets, global events, and their impacts on portfolios.
• You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
• You're skilled at explaining complex financial terms and events to a broad audience.

Why This Firm:

• No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
• Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
• Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
• Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.

If you're looking to transition into a purely relationship management focused opportunity, let's talk.

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time:

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent education
• 2 years of client sales and service experience
• Experience with sourcing and prospecting for new clients and client relationship building
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• Demonstrated proficiency in basic computer applications, such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

• Associate's degree or higher
• Demonstrated ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Ability to respond in a professional manner with a high level of service quality
• Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
• Demonstrated ability in meeting or exceeding sales goals
• General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

The American Board of Internal Medicine (ABIM) is currently seeking a Customer Relationship Advocate (CRA) to join its Customer Experience (CX) team. In this role, the CRA is responsible for managing high profile customer relationships through multi-channel interactions. The role requires providing complete and accurate information regarding certification in Internal Medicine, its Subspecialties, and the Maintenance of Certification (MOC) Program. The CRA must have the ability to comprehend and retain current and historical knowledge regarding ABIM’s multifaceted products and services. The CRA is a consummate professional, with the patience and skillfulness to guide examination candidates and diplomates through their individual training and recertification pathways, and be proficient in describing all aspects of ABIM products, services and programs.

Reporting to the Customer Experience (CX) Manager, the CRA is responsible for the following:

• Represent ABIM’s brand by interacting with high profile customers with respect, empathy, and diplomacy.
• Respond to complex multi-channel inquiries regarding ABIM, including policies, procedures, training requirements, registration, and exams. Meet customer needs through the efficient resolution of inquiries.
• Ensure customer information is current and accurate within the customer relationship management (CRM) system, and other customer tracking tools.
• Ensure appropriate and timely follow up to customers when additional information is requested by them.
• Process requests for customer-initiated transactions to complete MOC requirements.
• Manage outstanding case management work.
• Ensure all contacts are documented in the appropriate source application.
• Maintain relevant ABIM knowledge by participating in educational workshops and self-led learning.
• Assist with special projects and miscellaneous tasks, as needed.

The ideal candidate has an undergraduate degree, or equivalent professional background, with a minimum of 3+ years of experience in a customer-facing role, preferably within a high touch relationship-focused environment; experience in supporting or communicating with physicians is highly desirable.

The successful incumbent will have solid interpersonal and written communication skills, along with a consistent attention to detail and excellent organizational & time management abilities. They will also have a proven ability to explain information clearly and relate well to others, while maintaining a calm, professional demeanor. Expertise in handling sensitive issues with empathy, respect, diplomacy, and confidentiality is a must. Proficiency in MS Office; experience utilizing CRM functionality and supporting web-based portals, a plus.

This role is based in our offices at 510 Walnut Street, Philadelphia PA, with the ability to work remotely three days a week. Our technology and facility teams provide and support a seamless hybrid work environment for all employees.

* * *

At the American Board of Internal Medicine (ABIM), our team of unique and talented professionals, and the inspiring work they do, are essential to meeting the needs and expectations of ABIM’s diverse community of physicians.

ABIM is like no other workplace, and we are proud of it. We are committed to recognizing the importance of our people by investing in their lives through ongoing learning opportunities and exceptional total compensation & benefit offerings.

We look forward to learning more about your interest in joining our team. EOE