NewAssistant Estimating Manager JobotAssistant Estimating ManagerEast York, PA$105,000–$115,000 / 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 client, a long-established and expanding leader in structural steel fabrication and erection, is seeking an Assistant Estimating Manager to play a key role in driving project success and supporting a team of dedicated estimators.
NewMechanical Engineer, Assistant Project Manager JobotMechanical Engineer, Assistant Project ManagerYork, PA$110,000–$140,000 / 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. Responsibilities: Design mechanical systems for large central cooling and heating plants, including boilers, chillers, cooling towers, pumps, large bore piping, and control systems.
NewTax Manager Vaco LLCTax ManagerLemoyne, PA$113,000–$170,000Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Territory Manager II Swisher International, Inc.Territory Manager IIYork, PAWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
NewTax Manager (mostly Remote) JobotTax Manager (mostly Remote)Camp Hill, PARemote$115,000–$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. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)York, PA$100,000–$135,000 / 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 top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.
NewDefense Market Manager JobotDefense Market ManagerYork, PARemote$130,000–$150,000 / 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. We are a global manufacturer of highly engineered fluid power, motion control, filtration, cooling, and hydraulic systems sold into OEMs, industrial manufacturers, and specialized end markets worldwide.
NewRegional Account Manager Roadsafe Traffic SystemsRegional Account ManagerYork, PAThe Regional Account Manager drives sales growth and builds strong customer relationships within an assigned territory by promoting, selling, and renting the company’s traffic control, safety, and direction products and services. ESSENTIAL FUNCTIONS:Engage prospects and customers through calls, emails, and visits, delivering persuasive presentations to promote and sell products and services.
NewOperations Manager Roadsafe Traffic SystemsOperations ManagerYork, PAAs an Operations Manager, you will be primarily responsible for managing the day-to-day operations of crews and equipment within your assigned area, ensuring operational excellence and customer satisfaction. This role includes overseeing on-site employee training, directing the daily branch operations, and managing production, safety, staffing, inventory, revenue, and earnings.
NewOperations Manager RoadSafe Traffic SystemsOperations ManagerYork, PAAs an Operations Manager, you will be primarily responsible for managing the day-to-day operations of crews and equipment within your assigned area, ensuring operational excellence and customer satisfaction. This role includes overseeing on-site employee training, directing the daily branch operations, and managing production, safety, staffing, inventory, revenue, and earnings.
NewAssistant General Manager Panera BreadAssistant General ManagerHummelstown, PABe 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.
NewHR Manager / Generalist System OneHR Manager / GeneralistHarrisburg, PA$40–$50 / hourBuild strong relationships with co-owners, internal departments, external customers, and vendors through effective communication and coaching. System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewHR Manager System OneHR ManagerMiddletown, PAThis person will be embedded in the operation, working directly on the production floor, building relationships, solving problems in real time, and driving a strong employee experience. This role is ideal for someone who thrives in a fast-paced, high-volume environment, enjoys wearing multiple hats, and isn’t afraid to roll up their sleeves.
NewValue Stream Manager -eCommerce/Aftermarket THE RITESCREEN COMPANY LLCValue Stream Manager -eCommerce/AftermarketElizabethville, PA$65,000–$75,000 / yearAs our Value Stream Manager – eCommerce & Aftermarket, you'll lead the entire fulfillment value stream—from production order through customer shipment—ensuring we deliver an exceptional customer experience while meeting our commitments for safety, quality, delivery, and cost. You'll spend the majority of your day on the production floor coaching teams, solving problems, leading Lean initiatives, and making improvements that have an immediate impact on our customers and our business.
Program manager - compliance, policy and procedure, public sector Govan SystemsProgram manager - compliance, policy and procedure, public sectorHarrisburg, PA$65–$67 / hourContractorManage the day-to-day operational aspects of multiple large-scale projects and initiatives. • Communicate to team members how their work assignments relate to and help achieve project objectives.
NewProject Manager Page GroupProject ManagerHarrisburg, PA$100,000–$135,000 / yearFull timeThe position involves overseeing various aspects of construction management to ensure timely and efficient project delivery. If you are passionate about construction and ready to take on a leadership role as a Project Manager in Harrisburg, we encourage you to apply today!
NewPsychiatry Account Manager - Lancaster, PA LundbeckPsychiatry Account Manager - Lancaster, PAColumbia, PA$120,000–$140,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. 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.
Territory Sales Manager UlineTerritory Sales ManagerYork, PA$80,000–$120,000 / 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 York, Pennsylvania 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.
Sales Account Manager UlineSales Account ManagerYork, PA$80,000–$120,000 / 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 York, Pennsylvania 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.
Commercial Banking Relationship Manager III Northwest Savings BankCommercial Banking Relationship Manager IIIPADESCRIPTION The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred.
Commercial Banking Relationship Manager II Northwest Savings BankCommercial Banking Relationship Manager IIPAThe C & I Commercial Relationship Manager II is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations.
Relationship Manager MAX Surgical Specialty ManagementRelationship ManagerHershey, Pennsylvania$65,000–$75,000 / yearReferral Relationship Generation:-Assist to develop and execute a comprehensive strategy to establish and nurture referral relationships with dentists, physicians, medical professionals, and other relevant stakeholders.-Regularly communicate with potential referring partners to foster strong connections and ensure a consistent flow of patient referrals.-Identify opportunities to collaborate on seminars, workshops, and events that educate referring partners about our oral surgery services. -Bachelor’s degree in business, Marketing, Communications, or a related field.-Proven history of developing and managing successful referral relationships within the healthcare, medical, or other industry.-Previous experience in the healthcare field; Oral Surgery a plus.-Strong verbal and written communication skills are essential for conveying complex ideas and building rapport with clients.
Senior Relationship Manager - Middle Market Banking WSFS Financial CorpSenior Relationship Manager - Middle Market BankingHershey, PA$133,728–$219,696.75 / yearIn collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews. The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic networking with prospects and referral sources (i.e., existing client, CPAs, attorneys, PE firms, investment banks).
Ag Relationship Manager Horizon Farm Credit, ACAAg Relationship ManagerMount Joy, Pennsylvania$50,500–$95,000Our ideal candidate brings strong financial acumen, a genuine passion for agriculture, the ability to contribute to managing a diverse portfolio and a commitment to helping farmers achieve their goals through personalized loan solutions. Makes periodic calls on loan customers to evaluate management, inspect collateral, detect signs of potential financial problems, or uncover opportunities for additional lending.
Ag Relationship Manager Horizon Farm CreditAg Relationship ManagerPAWe offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $50,500 - $95,000, depending on previous experience. Our ideal candidate brings strong financial acumen, a genuine passion for agriculture, the ability to contribute to managing a diverse portfolio and a commitment to helping farmers achieve their goals through personalized loan solutions.
Relationship Manager I - Business Banking The PNC Financial Services Group IncRelationship Manager I - Business BankingMechanicsburg, PAPNC 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. Effective Communications \u2013 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.
Business Relationship Manager I- Officer JPMorgan Chase Bank, N.A.Business Relationship Manager I- OfficerHarrisburg, PAFull timeIdentify 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 Management Director Peapod Digital LabsBusiness Relationship Management DirectorCarlisle, PA$139,120–$208,680 / yearAhold Delhaize USA, a division of global food retailer Ahold Delhaize, is part ofthe U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. The candidate is expected to demonstrate leadership expertise to establish strategic direction and significant depth of technical, business and financial expertise in business technology solutions, as well as deep understanding of business processes and operations.
Director Relationship Management Covetrus IncDirector Relationship ManagementHarrisburg, PA$151,440–$216,360 / yearKey Outcomes & Performance Measures Regional revenue and gross profit growth Point solution (CVET Technology) bookings Incremental gross profit and net revenue retention Contribution to SVP-aligned regional targets Team quota attainment and KPI alignment What You Bring 10+ years in sales, business development, or account management leadership roles. You'll shape strategy, drive growth, and inspire performance across a high-impact team of Veterinary Relationship Managers (VRMs) focused on clinics with low to mid-level adoption of Covetrus solutions.
Customer Relationship Management (CRM) Functional Data Migration Engineer Apollo Technology Solutions LLCCustomer Relationship Management (CRM) Functional Data Migration EngineerMiddletown, PAManage MS Dynamics aspects of projects, including requirements gathering, defining overall architecture for high performance, integrating with non-Dynamics systems, solution design, and testing with support from functional and technical leads. Fully document all work associated with this position, including technical and functional designs, diagrams, test plans, test scripts, impact analysis reports, lessons learned, and best practices as directed by the PTC.
Commercial Relationship Representative 2 FNB CorpCommercial Relationship Representative 2Harrisburg, PAPrimary Responsibilities: Loan Administration: • Supports new loan process (appraisal process, credit/property/UCC reports, doc prep requests, KYC, post-close follow up) • Supports existing portfolio (maintains credit/documentation/collateral files, processes change requests, assists with collecting client reporting requirements) • Manages requests sent to credit underwriting and manages account transfer process for team. Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent communication skills, both written and verbal • Detail-oriented • Ability to work and multi-task in a fast-paced environment • Ability to use general office equipment • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Basic Level • MS PowerPoint - Basic Level.
Relationship Advisor - Trust Services Group First National Bank Of PennsylvaniaRelationship Advisor - Trust Services GroupHarrisburg, PennsylvaniaThe incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group.
Relationship Banker First National Bank Of PennsylvaniaRelationship BankerLewistown, PennsylvaniaThe incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Federal Client Relationship Executive- DLA C5MI InsightFederal Client Relationship Executive- DLAHershey, PARemote$171,130–$220,000 / yearThis role serves as the primary business development lead for identifying, developing, and growing opportunities aligned with DLA IT and operational priorities supporting DLAs mission. Our employees are key to our success, so we strive to be more than just a team; we're a community built upon a set of Core Values that guide our every action: Challenge – We believe in challenging the present – it's the only way to shape the future.
Relationship Advisor - Trust Services Group FNB CorpRelationship Advisor - Trust Services GroupHarrisburg, PAThe incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. Position Overview: This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group.
NewRelationship Banker, Union Deposit, Harrisburg, Pa Santander USRelationship Banker, Union Deposit, Harrisburg, PaHarrisburg, PA12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools.
Senior Project Manager SPX Flow IncSenior Project ManagerPalmyra, PA$100,200–$130,000 / yearCommercial Interaction and Relationship Management: Act as the main liaison for channel partners addressing order-related inquiries and offering regular updates within the industrial manufacturing landscape. Our Project Managers oversee, coordinate, and wield functional authority for planning, organizing, controlling, integrating, and successfully completing projects within the assigned area of responsibility.
Relationship Banker FNB CorpRelationship BankerYork, PAThe incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Relationship Business Banking Specialist The PNC Financial Services Group IncRelationship Business Banking SpecialistYork, PAProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Sourcing Manager Metso CorpSourcing ManagerYork, PAIn this role, you will lead sourcing strategy development, supplier relationship management, and new supplier development across the North and Central America market area, contributing to procurement performance, cost savings, and supplier excellence. Our team plays a key role in driving competitiveness, supplier quality, and cost efficiency, with a shared focus on delivering business value through effective sourcing strategies.
Sourcing Manager Jones Lang LaSalle IncSourcing ManagerHarrisburg, PARemoteSuccess requires strategic thinking and analytical problem-solving abilities, commercial acumen and financial literacy, strong negotiation and influencing skills, and relationship building across diverse stakeholder groups. Additional responsibilities include analyzing spend data to identify trends, opportunities, and risks, leading cross-functional sourcing teams for complex initiatives, and developing supplier scorecards and performance metrics.
Commissioning Project Manager Jones Lang LaSalle IncCommissioning Project ManagerPARemoteThe ideal candidate will demonstrate strong leadership capabilities, technical proficiency, possess excellent organizational and communication skills, and have proven project management and engineering experience working with diverse internal and external stakeholders at all levels of the organization. Any combination of the following certifications considered a strong asset: Certified Energy Manager (CEM), Certified Building Commissioning Professional (CBCP), Certified Power Quality Professional (CPMP), Building Commissioning Professional (BCxP), or Certified Commissioning Authority (CxA).
Account Manager City Wide Facility SolutionsAccount ManagerGettysburg, PA$50,000–$90,000This is an outside, B2B account management position that provides field support including – training, guidance with starting new clients, inspections of Contractor performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and Contractors. Manage all Contractor relationships including – Interview and hire, negotiate pricing and other contract terms, manage agreements, develop service specifications, client compliance, verify Contractor compliance, and remove/replace Contractors as necessary.
Outside Sales Account Manager Jr & Co., Inc.Outside Sales Account ManagerHarrisburg, PA$60,000–$85,000 / year3+ years experience in account management, sales, business development, client services, or relationship‑based roles preferred Knowledge of commercial / industrial building envelope applications (preferred, not required) Demonstrates ability to generate and manage multiple opportunities or accounts simultaneously in a fast-paced environment People‑first relationship builder focused on trust and long‑term partnerships Strong organizational, time‑management, and follow‑up skills Valid driver's license and ability to travel locally as needed Proficiency with CRM systems and Microsoft Office or similar tools Results‑driven mindset with a strong sense of urgency and ownership over outcomes Aligns with Company core values: Family Culture, JR attitude (humility, teachability), Extreme Ownership, Grow or Die. Build and grow a book of business through relationship development, networking, and referrals Identify, qualify, and pursue new opportunities within existing and prospective accounts Serve as the primary point of contact for accounts from opportunity through closeout Own deals end‑to‑end, managing timelines, next steps, and expectations to maintain momentum Negotiate scopes, pricing, and terms within company guidelines with a long‑term partnership mindset Build and maintain trust‑based relationships with clients, partners, and internal teams Collaborate with estimating, operations, and leadership to support seamless execution Maintain accurate CRM documentation and represent the company with professionalism and accountability.
Manufacturing Project Manager | Industrial Order Management Project Manager Macpower Digital Assets Edge Private LimitedManufacturing Project Manager | Industrial Order Management Project ManagerPalmyra, PA$25–$25 / hourCommercial Interaction and Relationship Management: Act as the main liaison for channel partners, addressing order-related inquiries, and offering regular updates within the industrial manufacturing landscape. Work closely with the SPX Flow Commercial Sales team to coordinate and maintain strong relationships with both channel partner representatives and end customers in the context of order management.
Community Bank Manager Burke & Herbert BankCommunity Bank ManagerHarrisburg, PAMentors and develops team of branch representatives with varying skill sets and experience (tellers, sales and service representatives, customer service representatives, assistant managers) to achieve sales, service, and operational excellence. Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences.
District Sales Manager Epika Fleet Services, Inc.District Sales ManagerHarrisburg, Pennsylvania$85,000–$90,000 / yearFull timeIn this role, you will be responsible for expanding our customer base, nurturing high-value relationships, and maximizing revenue through service sales—including collision repair, mobile roadside assistance, truck lot maintenance, and trailer services. Push & Pull Autobody is a trusted leader in commercial fleet services, specializing in truck and trailer collision repair, mobile roadside assistance, paint and bodywork, and truck lot maintenance.
RN Care Manager - Oncology Capital Blue CrossRN Care Manager - OncologyHarrisburg, PAThe Care Manager uses a collaborative process to assess Member needs, review options for services and resources, develop and implement a plan of care, coordinate resources, monitor progress, evaluate Member status, discharge Members, and fully document the individualized member care management process and outcome. Care Managers provide counseling and referrals to community/local/state programs; collaborate with caregivers, providers, community agencies, behavioral health, and other resources to coordinate care to achieve member’s optimal health status.
RN Care Manager Capital Blue CrossRN Care ManagerHarrisburg, PennsylvaniaFull timeThe Care Manager uses a collaborative process to assess Member needs, review options for services and resources, develop and implement a plan of care, coordinate resources, monitor progress, evaluate Member status, discharge Members, and fully document the individualized member care management process and outcome. Care Managers provide counseling and referrals to community/local/state programs; collaborate with caregivers, providers, community agencies, behavioral health, and other resources to coordinate care to achieve member’s optimal health status.
Relationship Banker, Union Deposit, Harrisburg, Pa Banco Santander (Brasil) SARelationship Banker, Union Deposit, Harrisburg, PaHarrisburg, PA12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals.