Tax Senior Manager – Public Accounting JobotTax Senior Manager – Public AccountingWoodbury, NY$180,000–$265,000 / yearWith offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Senior Audit Manager, CPA firm JobotSenior Audit Manager, CPA firmWoodbury, NY$140,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.
NewTeam Manager - Hamden, CT Panera BreadTeam Manager - Hamden, CTHamden, CT$20–$24.50Be an ambassador of our Guiding Values and Behaviors by making people smile, learning and growing together, finding solutions and taking initiative, working (and winning) as a team, having fun and celebrating success, and seeing the best in others! Lead, manager and develop team members by coaching, inspiring, and motivating them to exceed goals in sales, speed, order accuracy, and guest experience – and celebrate their achievements along the way.
NewTax Manager JobotTax ManagerWoodbury, NY$110,000–$155,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our practice spans tax, audit & assurance, transaction services, and consulting, with deep expertise in business tax, particularly pass-through entities, closely held businesses, multi-state structures, and HNWI.
NewTax Manager Kforce Inc.Tax ManagerWoodbury, NY$100,000Summary: In this role, the Tax Manager/Senior Manager will handle compliance with local, state, and federal tax regulations for Individual, Fiduciary, Corporate, Partnership, and Multistate returns while leading a team in preparing tax returns as well as performing planning and research functions. Kforce's client, a rapidly growing CPA firm (60+ staff) in the Woodbury Long Island, NY area, is seeking a Tax Manager/Senior Manager who is looking to be on the partner track.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Woodbury, NY$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
NewCommercial Lines Account Manager JobotCommercial Lines Account ManagerHarrison, NY$80,000–$125,000 / yearObtaining non-marketed renewal quotes from existing carriers, completing renewal processes, and handling non-renewal and cancellations for cause; preparing complete marketing submissions on existing clients as needed. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Dialysis Clinical Manager Registered Nurse - RN Fresenius Medical CareDialysis Clinical Manager Registered Nurse - RNHicksville, NY$90,709–$151,091 / yearAs the facility leader, you will be part of a close-knit, collaborative team responsible for delivering unique care plans and providing dialysis treatment to patients facing end stage renal disease or chronic kidney disease. We have a diverse range of employee resource groups (ERGs) to encourage employees with similar interests, goals, social and cultural backgrounds, or experiences to come together for professional and personal development, discussion, activities, and peer support.
NewProject Manager ECLAROProject ManagerWHITE PLAINS, NY$1 / hourStrong and tested project management skills including: Customer satisfaction management, Sponsor expectation management, Vendor and consultant management, Risk management and issue resolution, Financial management including budgeting, forecasting and reporting, Change Management. Demonstrated expertise in infrastructure design and planning, server and operating systems management, network infrastructure and protocols, network virtualization, storage systems, cloud infrastructure, network security, monitoring and performance optimization, and vendor management.
NewBusiness Development Manager Staff4SuccessBusiness Development ManagerWilton, CTBusiness Development Manager will be responsible for expanding contract staffing services within existing client accounts while also identifying and developing new business opportunities. The ideal candidate comes into the role with a strong business development background in the staffing industry and a proven track record of generating revenue through consultative sales.
NewAccounting and Finance Talent Solutions Agency Business Development Manager Vaco LLCAccounting and Finance Talent Solutions Agency Business Development ManagerShelton, CT$60,000–$70,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
NewSenior Project Manager - Shape a Growing Healthcare Division Michael Page USASenior Project Manager - Shape a Growing Healthcare DivisionConnecticut, CT$150,000–$175,000 / yearFull timeMy client is seeking an experienced Senior Project Manager to lead a portfolio of complex construction projects while serving as a key client-facing leader. This role offers a fast-track opportunity into senior operational leadership and the chance to shape the future direction of a growing market sector.
NewAssurance Senior Manager bdo consultingAssurance Senior ManagerStamford, CT$150,000–$205,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
NewPublic School Construction Project Manager - Greenwich, CT Page GroupPublic School Construction Project Manager - Greenwich, CTGreenwich, CT$130,000–$160,000 / yearFull timeKnown for delivering complex K-12 education projects, they maintain long-standing relationships with school districts and municipalities and have built a reputation for quality, safety, and successful project execution. Our client is seeking a Public School Construction Project Manager - Greenwich, CT with public school construction experience to oversee education projects throughout Fairfield County.
NewLead Project and Logistics Manager, Specialty - ROS United RentalsLead Project and Logistics Manager, Specialty - ROSStamford, CTAs a Lead Logistics Project Manager, you will provide leadership, supervision and support to ensure a special event, entertainment or other large project involving substantial specialty region products and applications, runs smoothly and efficiently to optimize customer service. You will oversee a team of Project Logistics Managers (PLM), provide fleet, service and operational expertise to execute large projects and events, including natural disasters, emergency response, and other major events requiring rapid and substantial fleet deployment.
Finance Manager - Banking Page Group USAFinance Manager - BankingGreenwich, CT$140,000–$165,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
NewCommercial Construction Senior Project Manager - Stamford, CT Page GroupCommercial Construction Senior Project Manager - Stamford, CTStamford, CT$135,000–$155,000 / yearFull timeOur client is seeking an experienced Commercial Construction Senior Project Manager - Stamford, CT to lead large-scale commercial construction projects throughout Fairfield County and the surrounding Connecticut market. Their portfolio includes corporate interiors, healthcare, education, mixed-use, and commercial developments, and they are known for their collaborative culture, long-term client relationships, and commitment to excellence.
Dialysis Nurse Manager Dialysis Clinic, Inc.Dialysis Nurse ManagerMt. Kisco, NY$100,000–$120,000 / yearDCI’s Differentiator: Since opening the first clinic 50 years ago in Nashville, Tenn., our Dialysis Clinic, Inc. family has grown to be the nation’s largest nonprofit dialysis provider with more than 270 locations in 30 states, serving nearly 14,000 patients each day. Join DCI today to build relationships and gain fulfillment serving individuals in our comfortable clinical setting with a lower caregiver-to-patient ratio than other providers.
Civil Construction Project Manager Page GroupCivil Construction Project ManagerNew Haven, CT$100,000–$130,000 / yearFull timeWe are seeking an experienced and results-driven Civil Construction Project Manager specializing in civil construction to oversee and manage public and private infrastructure projects throughout Connecticut. Typical projects may include highways, bridges, site development, utility installations, drainage systems, earthwork, roadway improvements, and municipal infrastructure.
NewSecurity Account Manager SecuritasSecurity Account ManagerNew Haven, CT$80,080Prepares and coordinates staffing schedules for account, in collaboration with line management as necessary; acts to ensure that scheduling is handled effectively to meet client requirements while controlling labor costs; reviews Security Officer site reports to verify post orders and client directives have been satisfactorily followed; personally inspects all posts as part the evaluation of security staff. Within scope of client contract and assigned duties, authorizes appropriate expenditures including equipment, supplies, and vehicles; acts to ensure that vehicles are properly maintained and administers driver training; acts to ensure that there is an adequate inventory of uniforms, radios, and other supplies and equipment; maintains and submits payroll records and other associate and business information.
BioPharmaceutical Account Manager - White Plains, NY LundbeckBioPharmaceutical Account Manager - White Plains, NYKatonah, NY$155,000–$172,000As a BioPharmaceuticals Account Manager, you lead the promotion of our infusion product, driving demand creation by providing comprehensive clinical knowledge, executing sales and marketing strategies in the local market and partnering to deploy approved services necessary to meet the needs of each account/customer. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
NewAssociate Product Manager AxelonAssociate Product ManagerStamford, CT$30–$33 / hourCollaborate with cross-functional teams (medical, regulatory, sales) to gather input and maintain message consistency. Minimum 2 years of experience in pharmaceutical, healthcare marketing, or agency account management.
Sales Account Manager UlineSales Account ManagerStamford, CT$85,000–$135,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Stamford, Connecticut market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Territory Sales Manager UlineTerritory Sales ManagerStamford, CT$85,000–$135,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Stamford, Connecticut market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Director Portfolio Management MMB Webster BankDirector Portfolio Management MMBNew Haven, CT$140,000–$175,000 / yearResponsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the regions overall goals. The Director, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships.
NewSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountDeer Park, NY$49,686–$78,078 / yearBRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
University Strategic Account Manager - West Henry ScheinUniversity Strategic Account Manager - WestMelville, NYFull timeMaintain customer relationships and act as point-of-contact for customers to deliverconsistent, coordinated customer experience (i.e.regular visits, high-quality presentations, quarterly business reviews, customer summits, networking opportunities). Many factors go into determining employee pay within the posted range including education, prior experience, training, current skills, certifications, location/labor market, internal equity, etc.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerWhite Plains, New YorkWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Business Relationship Manager Area Manager Executive Director JPMorgan Chase & CoBusiness Relationship Manager Area Manager Executive DirectorNYBuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards. Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges.
Director, Relationship Manager II TIAADirector, Relationship Manager IIMelville, New YorkThe Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.) They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
Global Relationship Manager GenpactGlobal Relationship ManagerConnecticutLos Angeles California-based candidates are not eligible for this role” The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity. Genpact’s AI Gigafactory , our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale.
Business Relationship Manager I JPMorgan Chase & CoBusiness Relationship Manager INYIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
NewBusiness Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerNYIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
NewBusiness Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentNew Hyde Park, NYManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Relationship Manager, AVP Morgan StanleyRelationship Manager, AVPPurchase, NY$85,000–$135,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A successful candidate must have excellent interpersonal skills, proven problem-solving skills, a strong knowledge of equity compensation and stock plans, and a focus on the challenges that face todays administrators.
Relationship Manager Capital OneRelationship ManagerJericho, New YorkFurthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Business Banking Commercial Real Estate Relationship Manager II Citizens Financial Group IncBusiness Banking Commercial Real Estate Relationship Manager IIMelville, NY$109,350–$182,250 / yearThis role serves as the primary relationship owner for an assigned portfolio of CRE clients, with a strong focus on portfolio management, relationship deepening, and disciplined portfolio growth. Perform underwriting‑related activities for new transactions, including risk assessment, structuring credit terms, coordinating due diligence, and generating targeted returns.
Sr. Relationship Manager (US) TD BankSr. Relationship Manager (US)Melville, New YorkThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Relationship Manager, Global Equity - VP Morgan StanleyRelationship Manager, Global Equity - VPPurchase, NY$110,000–$185,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management.
Business Banking Relationship Manager Webster Financial CorpBusiness Banking Relationship ManagerSouthington, CT$110,000–$170,000 / yearKey skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Relationship Manager Ion BankRelationship ManagerMeriden, ConnecticutProvide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank’s products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth.
Director, Middle Market Commercial Bank Relationship Manager Capital One Financial CorpDirector, Middle Market Commercial Bank Relationship ManagerNY$224,800–$256,500 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
Distributor Relationship Manager AllegionDistributor Relationship ManagerConnecticutHandle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegion’s competitive edge through impeccable attention to detail and customers’ needs. The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
NewDirector, Relationship Manager II Teachers Insurance and Annuity Association of America (TIAA)Director, Relationship Manager IIMelville, NY$111,000–$134,000 / yearThe Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.) They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
Business Banking Senior Relationship Manager, Deer Park M&T Bank CorpBusiness Banking Senior Relationship Manager, Deer ParkDeer Park, NYGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. • Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
Senior Lead Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Banking Relationship ManagerMelville, NY$191,000–$305,000 / yearLead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients businesses, strategic objectives, operational priorities, and financial positions. In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships.
Client Relationship Manager Scion Staffing IncClient Relationship ManagerDarien, CT$80,000–$130,000 / yearPartner closely with clients to understand business objectives, oversee onboarding projects, coordinate cross-functional initiatives, and ensure the firm's portfolio management platform is configured to meet client needs. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing.
Commercial Senior Relationship Manager M&T Bank CorpCommercial Senior Relationship ManagerNew Haven, CT$136,000–$226,600 / yearOverview: Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
NewRelationship Manager ION Financial MHC INCRelationship ManagerMeriden, CTPart timeProvide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank’s products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth.