Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Financial Services Industry

Are you interested in training?

Contact an Advisor for more information on this career!

Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

91

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Programs

Loan Officers

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Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Senior Product Manager - Relationship Management
    Edward Jones    Tempe, AZ 85282
     Posted 1 day    

    **Your passion. Our purpose. This could be powerful.**

    Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

    **Job Overview**

    **Position Schedule:** Full-Time

    The Senior Product Manager - Relationship Management for Workplace Retirement Products is an experienced product associate who is responsible for managing key product partner relationships from a product offering perspective. This includes identifying and onboarding new product partners through a rigorous review process across key internal stakeholders, managing current product partner annual due diligence processes, conducting periodic reviews of current and new capabilities and managing product and service escalations from branch teams. This role also coordinates product partner product offerings with the engagement efforts of the Workplace Business Segment.

    In this role, the Senior Product Manager - Relationship Management will:

    + Work closely with the Senior Product Leader and/or General Partner to develop and execute the firm's Workplace Retirement Product strategy with strategic and available product partners to ensure branch teams have quality products and the support needed to help business owners/workplace plan providers achieve their financial and business goals.

    + Responsible for Workplace Retirement Product Partner and Vendor relationships of significant size, complexity, number and impact to:- Manage and maintain their portfolio of products including making recommendations to add/remove/change products or product partners as needed.- Shape and drive execution of business plans that align with the strategic direction of the firm and coordinated with the Workplace Business Segment.- Resolve complex/broad product partner issues as escalated. Determine root cause and apply systems thinking to prevent future occurrences.- Regularly interface with product partner peer contacts (e.g., key account managers, product managers, national sales directors, and operational leaders.)- Assist in the coordination and alignment of the product partner relationship management activities described above across all Workplace Retirement Product partners.

    In addition, this role will also:

    + Serve as a subject matter expert for the Workplace Retirement Product line for the firm. Includes advanced knowledge of multiple product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.

    + Mentor team members and assist in the ongoing development of their subject matter expertise.

    Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

    **Hiring Minimum:** $117000

    **Hiring Maximum:** $199300

    Read More About Job Overview

    **Skills/Requirements**

    + Bachelor's Degree

    + 8+ years' experience

    + Series 7, acquired within one year

    + Deep subject matter expertise in Workplace Retirement Products and/or product partner relationship management

    + Exceptional technical aptitude and analytical skills

    + Highly collaborative

    + Relevant industry knowledge preferred

    + Retirement Products: ERPA, QPA, QKA, CPC, AIF, ASA, FSA, CFP, CFA, CLU, ChFC, CPA, etc.

    * ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday*****

    Read More About Skills/Requirements

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

    Read More About Awards & Accolades

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-HO


    Employment Type

    Full Time

  • Senior Lead Product Manager - Portfolio Manager
    Wells Fargo    CHANDLER, AZ 85286
     Posted 3 days    

    **About this role:**

    Wells Fargo is seeking a Senior Lead Product Manager to join our product management team in Small and Business Banking Lending. This role will be a key leader on the Small and Business Banking product lending team and will be responsible for overall credit portfolio management of the small business lending portfolio. The Portfolio Manager will define our overall credit portfolio and pricing strategy, and work with internal business partners such as risk management, credit risk, analytics, product management and marketing to deliver and execute the strategy. The Lending Portfolio Manager will be expected to leverage internal and external industry data and trends to guide development of the strategy, as well as use economic environmental data.

    Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

    **In this role, you will:**

    + Develop strategies to maximize returns while minimizing risks associated with the unsecured and secured asset small business lending portfolios.

    + Work with internal business partners such as risk management, credit risk, analytics, product lending, pricing and marketing to deliver and execute the strategy.

    + Analyze the portfolio to monitor performance, assess risk and identify trends.

    + Analyze the products and returns to identify and implement pricing strategies

    + Develop strategies that drive healthy product usage and retention for existing customers.

    + Evaluate and mange risks associate with unsecured revolving LOC and develop strategies to mitigate losses.

    + Partner with compliance and account management to ensure that the portfolio is adhering to regulatory requirements and internal policies.

    + Prepare reports on portfolio performance for senior management and stakeholders.

    **Required Qualifications:**

    + 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Consumer or small business credit product management

    + Credit experience- managing a credit lending portfolio from a product standpoint

    + Pricing experience – setting appropriate pricing and managing returns

    + Able to interpret data, define and request needed analytics and create data driven strategies

    + Experience with successfully consulting, influencing and partnering in matrixed environment

    + Expertise in turning strategy into an execution plan and driving execution

    + Excellent verbal, written, and interpersonal communication skills

    + Bachelor's degree, or equivalent, in Finance, Economics, Engineering or related business field

    + Minimum 5 years of work experience in related field

    + Expertise in use of Excel and business intelligence tools like Tableau and/or Power BI.

    + Strong analytical skills; ability to effectively communicate complex concepts to non-technical stakeholders

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Locations:**

    + 401 S Tryon St Charlotte, NC

    + 1525 W WT Harris BLVD Charlotte, NC

    + 250 E John Carpenter Freeway Irving, TX

    + 550 S. 4th St Minneapolis, MN

    + 2600 S Price Rd Chandler, AZ

    + 11601 N Black Canyon HWY Phoenix, AZ

    **Posting End Date:**

    14 Mar 2025

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

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

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

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-440934


    Employment Type

    Full Time

  • Senior Lead Product Manager - Portfolio Manager
    Wells Fargo    PHOENIX, AZ 85067
     Posted 3 days    

    **About this role:**

    Wells Fargo is seeking a Senior Lead Product Manager to join our product management team in Small and Business Banking Lending. This role will be a key leader on the Small and Business Banking product lending team and will be responsible for overall credit portfolio management of the small business lending portfolio. The Portfolio Manager will define our overall credit portfolio and pricing strategy, and work with internal business partners such as risk management, credit risk, analytics, product management and marketing to deliver and execute the strategy. The Lending Portfolio Manager will be expected to leverage internal and external industry data and trends to guide development of the strategy, as well as use economic environmental data.

    Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

    **In this role, you will:**

    + Develop strategies to maximize returns while minimizing risks associated with the unsecured and secured asset small business lending portfolios.

    + Work with internal business partners such as risk management, credit risk, analytics, product lending, pricing and marketing to deliver and execute the strategy.

    + Analyze the portfolio to monitor performance, assess risk and identify trends.

    + Analyze the products and returns to identify and implement pricing strategies

    + Develop strategies that drive healthy product usage and retention for existing customers.

    + Evaluate and mange risks associate with unsecured revolving LOC and develop strategies to mitigate losses.

    + Partner with compliance and account management to ensure that the portfolio is adhering to regulatory requirements and internal policies.

    + Prepare reports on portfolio performance for senior management and stakeholders.

    **Required Qualifications:**

    + 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Consumer or small business credit product management

    + Credit experience- managing a credit lending portfolio from a product standpoint

    + Pricing experience – setting appropriate pricing and managing returns

    + Able to interpret data, define and request needed analytics and create data driven strategies

    + Experience with successfully consulting, influencing and partnering in matrixed environment

    + Expertise in turning strategy into an execution plan and driving execution

    + Excellent verbal, written, and interpersonal communication skills

    + Bachelor's degree, or equivalent, in Finance, Economics, Engineering or related business field

    + Minimum 5 years of work experience in related field

    + Expertise in use of Excel and business intelligence tools like Tableau and/or Power BI.

    + Strong analytical skills; ability to effectively communicate complex concepts to non-technical stakeholders

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Locations:**

    + 401 S Tryon St Charlotte, NC

    + 1525 W WT Harris BLVD Charlotte, NC

    + 250 E John Carpenter Freeway Irving, TX

    + 550 S. 4th St Minneapolis, MN

    + 2600 S Price Rd Chandler, AZ

    + 11601 N Black Canyon HWY Phoenix, AZ

    **Posting End Date:**

    14 Mar 2025

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

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

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

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-440934


    Employment Type

    Full Time

  • Senior Small Business Banking Relationship Manager (LO)
    Wells Fargo    CHANDLER, AZ 85286
     Posted 3 days    

    **About this role:**

    Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

    **In this role, you will:**

    + Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios

    + Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially

    + Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio

    + Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk

    + Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals

    + Engage in prospect activities and employ contact strategies focused on generating new small business relationships

    + Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

    + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

    **Required Qualifications:**

    + 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm in annual revenue

    + Strong knowledge of deposit and cash management products and services

    + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally

    + Ability to balances needs of clients with associated risks and interests of Wells Fargo

    + 3+ years of experience in business-to-business sales

    + Established network in the local market

    + Knowledge and understanding of financial services industry

    + Excellent verbal, written, and interpersonal communication skills

    + Intermediate Microsoft Office skills

    + A BS/BA degree or higher

    **Job Expectations:**

    + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

    **Posting End Date:**

    12 Mar 2025

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

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

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

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-441558


    Employment Type

    Full Time

  • Senior Commercial Banking Portfolio Manager - Franchise Finance
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted 3 days    

    **About this role:**

    Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Franchise Finance for the national platform as part of the Commercial Bank. This role will focus on the Investment Real Estate (IRE) platform supporting the Hotel and the Triple Net industries. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

    **In this role, you will:**

    + Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area

    + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

    + Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

    + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a mentor for less experienced individuals

    **Required Qualifications:**

    + 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Experience in lending to the hotel industry and/or other commercial real estate lending experience

    + Experience in lending to the franchised restaurant industry

    + Experience with complex credit, underwriting, and debt structure within the real estate lending segment

    + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending

    + Experience in swiftly adopting and executing change management to enable business growth

    + Experience developing and maintaining external and internal partnerships

    + Experience identifying and mitigating risk, ensuring compliance with processes and procedures

    + Excellent verbal, written, and interpersonal communication skills

    + Bachelor’s degree in accounting, finance, or business

    **Job expectations** **:**

    + This position is not eligible for Visa sponsorship

    + This position offers a hybrid work schedule

    + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

    + Ability to travel up to 15% of the time

    ​\#commercialbanking

    **Location:**

    + 8601 North Scottsdale Road - Scottsdale, Arizona 85253

    + 550 South Tryon Street - Charlotte, North Carolina 28202

    + 1808 Aston Avenue - Carlsbad, California 92008

    **U.S. only – Pay Range:**

    California Pay Range: $138,500 - $287,600 USD annual (this range may not be applicable to other locations)

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $96,600.00 - $188,900.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    30 Mar 2025

    ***** **_Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

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

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

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-440881


    Employment Type

    Full Time

  • Business Relationship Manager I- Business Banking- Officer
    JPMorgan Chase    Apache Junction, AZ 85117
     Posted 3 days    

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

    As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

    **Job Responsibilities**

    + 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

    + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses

    + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio

    + Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed

    + Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships

    + Identify 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

    + Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

    **Required qualifications,** **capabilities, and skills**

    + Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience

    + General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market

    + Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners

    + Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently

    + Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment

    + Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

    **Preferred qualifications,** **capabilities, and skills**

    + Bachelor's degree in Finance or related field or equivalent work experience

    + Strong current business network

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Relationship Manager Senior Hospitality
    City National Bank    Phoenix, AZ 85067
     Posted 3 days    

    *RELATIONSHIP MANAGER SENIOR HOSPITALITY*

    WHAT IS THE OPPORTUNITY?

    This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.

    What you will do

    * Identifies develops and builds profitable relationships with prospects and clients consistent with the objectives of the Bank. Pro-actively works to ensure the credit quality standards of the Bank are maintained.

    * Develops relationships and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as a representative of CNB, promoting and attracting new colleagues and clients.

    * Manages a portfolio of relationships. Proactively monitors portfolio for ongoing credit quality, credit renewal, and adherence to policy. Insures accurate and timely risk identification. Works in cooperation with the appropriate team member and/or client to resolve issues and prevent potential financial liability/loss.

    * Works with Regional Manager, Credit Manager and Credit Administration to negotiate, structure, and underwrite credit transactions that meet client needs and are consistent with the credit quality standards and operational compliance requirements of the Bank. Monitors the loan documentation process and closes the loan.

    * Expands portfolio and grows revenue through calls on existing and potential clients to determine their financial needs and provide solutions.

    * Identifies and collaborates with other CNB product experts to achieve cross-sell goals and helps solidify the client relationship.

    * Establishes a referral network through existing relationships and calls on prospective clients and industry experts including lawyers, accountants and brokers.

    * Develops a strong understanding of clients and Hospitality Industry to assist in customer calling efforts. Maintains awareness of competitive products, practices, rates and changes in market conditions.

    * Calls on and collaborates with existing clients to determine their financial needs and offers solutions, many of which will result in additional cross-sales.

    * Develops relationships and supports other CNB departments and colleagues to provide clients and prospects the solutions recommended.

    * Proactively monitors portfolio for ongoing credit quality, credit renewal, and adherence to policy. Insures accurate and timely risk identification. Works in cooperation with the appropriate team member to resolve issues and prevent potential financial liability/loss. Works with clients to develop solutions to minimize loss exposure.

    * Prepares reports for management.

    * Supports other CNB departments and colleagues.

    * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.

    * May serve as a product specialist to Relationship Managers in other business units.

    * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

    * Completes all required training.

    *Must-Have**

    * Bachelor's Degree or equivalent

    * Minimum of 10 years commercial real estate lending experience - Hospitality focused.

    * Minimum of 5 years credit experience.

    *Skills and Knowledge*

    * Excellent sales management and business development skills

    * Proficiency in building and maintaining positive client relationships

    * Ability to evaluate opportunities while understanding the risks associated with these product types and geographies.

    * Strong creative solution and problem solving abilities

    * Excellent business judgment and strategic thinking

    * Good knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction

    * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

    * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely

    * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

    * Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

    * Ability to work independently and take ownership of assignments

    *Compensation*

    Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

    **To be considered for this position you must meet at least these basic qualifications*

    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    *Benefits and Perks*

    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf).

    ABOUT CITY NATIONAL

    City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

    *City National Bank does business in Miami and the state of Florida as CN Bank.

    For more information about City National, visit (https://www.cnb.com/).

    *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*

    City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/1/159726e0-aeb1-4058-9052-d7a2d69626b8.pdf)

    If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via (mailto:[email protected]) or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.


    Employment Type

    Full Time

  • Manager of Strategic Relationship Management
    American Express Global Business Travel    Phoenix, AZ 85067
     Posted 3 days    

    Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.

    Ready to explore a career path? Start your journey.

    The Regional Account Manager leads innovative account management strategies, and is focused on increasing profitability and deepening client relationships within a portfolio of Global Business Travel Middle Market accounts. The Regional Account Manager’s role is to grow and increase the non-transactional revenue of their portfolio, through a combination of exceptional relationship management and consultative sales skills, a sophisticated ability to synthesize client needs and identify innovative solutions, a strong understanding of the external market, and their in‑depth knowledge of the power of the Amex GBT value proposition. In order to drive growth and develop innovative, value and client focused solutions, the Regional Account Manager will also be responsible for:

    **What You'll Do:**

    + Increasing profitability by proactively identifying new opportunities and delivering innovative solutions that continue to add new value and expand Amex GBT’s web of influence.

    + Leading sales efforts to deliver multiple revenue streams and further penetrate accounts, with a focus on driving non-transaction, premium revenue. The Regional Account Manager will specifically focus on selling consulting and strategic travel management solutions and engagements.

    + Developing an in-depth understanding of key business drivers, organizational culture and the competitive edge of clients. Regional Account Managers must be able to ‘get under the skin’ of the individual clients they work with and understand their individual needs, motivations and ‘hot buttons’, in order to develop truly customer focused solutions.

    + Research market and competitors to highlight Amex GBT's outstanding value, focusing on MI, benchmarking, and technology.

    + Creating creative pricing strategies, and contributing to ongoing client P&L management.

    + Leading business planning, C-Level executive reviews, quarterly and annual reviews, and business negotiations on rebids for regional accounts.

    + Enhancing the Amex GBT value proposition through policy consultation, researching white paper needs, technology road mapping, optimizing online solutions, and event content development.

    + Developing client innovation forums, including agenda ideas and content, guest speakers, panelists, and facilitators specific to driving premium revenue.

    **What We're Looking For:**

    + 3 to 5 years account / client management, sales, consulting, or procurement experience required.

    + Shown success in consultative selling is required, in addition to proven success growing client revenue and profitability.

    + Demonstrated ability to create strategic vision, build action plans, set goals.

    + Innovative problem-solving abilities and decision making skills required, in addition to project management, prioritization, and planning skills.

    + Strong negotiation skills, including the ability to handle objections and achieve mutually beneficial solutions.

    + Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, in order to successfully navigate through client organizations.

    + A sophisticated range of communication and presentation skills in order to present complex ideas in a simple and compelling way to a wide variety of audiences.

    + Demonstrated ability to quickly learn, understand, and articulate key product and value proposition knowledge in a variety of contexts.

    + Strong financial competence and analytical skill required to anticipate the key drivers of profitability.

    + Strong Discernment required to communicate the Amex GBT value proposition up to and including the “C Suite”.

    + Strong collaborative skills.

    + Previous experience with clients in Middle Market accounts and travel management preferred.

    + Advanced Excel, Word and PowerPoint skills required.

    + Must be able to travel 10-15% of the time.

    **Location**

    United States

    The US national annual base salary range for this position is from $70,000 to $140,000. The national range provided includes the base salary that GBT expects to pay for the role. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate’s relevant experience, skills, knowledge, and work location.

    In addition to base salary, this role is eligible for either our Annual Incentive Award plan, which rewards participants based on company and individual performance, or eligible for one of our metric-driven Sales Incentive Plans (certain sales roles only). An eligible employee can only participate in one of these plans during an eligible period. This role is also eligible for awards under the company Equity Incentive Plan, which is designed to align participants' interests with those of shareholders. For information about our comprehensive US benefits programs and eligibility, please review our Benefits-at-a-Glance document.

    Benefits at a glance (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/GBT\_2023BenefitsAtAGlance\_Without\_Rates\_Final.pdf)

    **The #TeamGBT Experience**

    Work and life: Find your happy medium at Amex GBT.

    + **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and more.

    + **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.

    + **Develop the skills you want** when the time is right for you, with global tuition assistance, access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.

    + **We strive to champion Diversity, Equity, and Inclusion** in every aspect of our business at GBT. You can connect with colleagues through our global Inclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.

    + **Wellbeing resources** to support mental and emotional health for you and your immediate family.

    + And much more!

    All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.

    Click Here (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/Additional%20Disclosures%20in%20Accordance%20with%20the%20LA%20County%20Fair%20Chance%20Ordinance.pdf?version=2) for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.

    Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult GBT Recruitment Privacy Statement (https://www.amexglobalbusinesstravel.com/gbt-recruitment-privacy-statement/) .

    **What if I don’t meet every requirement?** If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for!

    Click Here to Learn More (https://www.amexglobalbusinesstravel.com/careers/)


    Employment Type

    Full Time

  • Account & Relationship Managment Executive - Health Education/SaaS - (USA-Remote)
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 4 days    

    **About the Role** :

    As an Account & Relationship Management Executive, you will manage a portfolio of accounts, with a significant role in setting and negotiating product/service terms. You will leverage your deep understanding of business and account needs to create demand for the organization's products and services, driving revenue and ensuring high customer satisfaction.

    **Additional Information** Ovid: Online Medical Journals, Books & Databases Platform | Ovid | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/ovid/platforms-products/ovid)

    **Responsibilities** :

    • Develop in-depth relationships with key decision-makers in assigned accounts.

    • Conduct thorough needs analysis to align products/services to customer requirements.

    • Negotiate terms and close sales with a high degree of authority.

    • Develop and implement targeted sales strategies.

    • Track and analyze sales performance metrics and tailor strategies accordingly.

    • Conduct regular status meetings with clients to ensure satisfaction and identify opportunities.

    • Provide detailed and accurate sales forecasts.

    • Support clients during the implementation of products/services.

    • Resolve complex customer issues promptly and effectively.

    • Identify opportunities for upselling and cross-selling within the account portfolio.

    **Skills** :

    • **Communication** : Excellent verbal and written communication skills.

    • **Negotiation** : Strong negotiation skills for setting terms, closing deals and contract renewals.

    • **Product Knowledge** : Solid understanding of the organization's products or services.

    • **Sales Strategy** : Ability to design and implement targeted sales strategies.

    • **CRM Expertise** : Advanced use of CRM software for account management.

    • **Problem-Solving** : High proficiency in resolving complex customer issues.

    • **Analytical Skills** : Strong analytical skills for tracking and adapting sales performance.

    • **Relationship Building** : Exceptional ability to build and maintain long-term client relationships.

    **Requirements** :

    • **Background** : Bachelor, 5+ plus year of account management and new sales/logo’s

    • ​ **Sales** **Experience** : Knowledge selling into Library and research services, but also SaaS and/or educational technology companies.

    • **Industry Experience** : Experience working in or selling to the healthcare, academic, or library sectors. Familiarity with the specific challenges and needs of these industries. Health focused academic space.

    • **Knowledge of Healthcare and Academic Systems** : Understanding of how libraries, medical and nursing faculties, and hospitals operate, including their procurement processes and decision-making hierarchies.

    • **Networking Skills** : Established network within the healthcare and academic communities, which can be leveraged to build new client relationships.

    **Travel** :

    • Up to 50% (i.e., client sites, annual sales and conferences within territory).

    \#LI-Remote

    **Compensation:**

    Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

    This role is eligible for Commission.

    **Additional Information** :

    Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time

  • State Relationship Manager
    Pearson    Phoenix, AZ 85067
     Posted 4 days    

    **GED Testing Service**

    **State Relationship Manager**

    **Description**

    The GED test has opened doors to better jobs and college programs for more than 20 million graduates since 1942. The GED test is accepted by virtually all U.S. colleges and employers. As the creator of the one official GED test, GED Testing Service has a responsibility to ensure that the program continues to be a reliable and valuable pathway to a better life for the millions of adults without a high school diploma. The organization continues to develop several new, innovative programs like GEDWorks. GED Testing Service is a joint venture between the American Council on Education and Pearson.

    This is an exciting time to be working on GED®-related activities as the connection between education and workforce has never been more critical to local and state economies. GED® graduates are showing significantly more success in entering the workforce and post-secondary career and college training programs.

    The State Relationship Manager (SRM) is responsible for managing and strengthening relationships across a set of core state accounts. Candidate will ideally be located in a GED state and near an airport. The SRM will work to raise the visibility and enhance the reputation of the GED program and highlight its contributions to enhancing opportunities for adult learners and building the local economy. The SRM is the primary contact and liaison between GED Testing Service®, state GED Administrators®, directors of adult education, and adult education program directors. If you are looking to create connections across networks and organizations, engage in important conversations and make an impact on the lives of adults without a high school diploma, this could be a great opportunity for you.

    The SRM will help develop, track and evaluate annual state plans that includes work with key stakeholders, such as program directors, teachers and staff in adult education/GED® prep programs, who are key influencers in a student’s decision and pathway; state policymakers and elected officials; workforce/economic development groups; members of the business community; and select media outlets.

    The SRM reports to the Director of State Accounts and is a member of the State Relationship Management Team. This position also calls for close collaboration with all other key GED Testing Service® units (Marketing, Assessment, Products, Technology and Operations) and the Pearson Enterprise Learning and Skills unit. Great communication and collaboration skills are essential to your success.

    **Responsibilities**

    The SRM is the single-most important touchpoint between GED Testing Service® and each of the states in their portfolio. Some of the work in this role includes, but is not limited to, the following:

    Develop, execute and evaluate annual state plan with defined goals and target stakeholders with strategies and tactics.

    Regular—typically weekly—calls with the state GED Administrator®, and regular contact with the state director of adult education. Open communication, problem solving, and good customer service are all critical to our success.

    Build and strengthen relationships with key GED® prep program directors/staff/teachers. Communicate the value, benefits, feature of the GED® program, as well as the outcomes of GED® graduates.

    Understand and be able to clearly articulate the GED® program story and direction and be able to effectively communicate these to a variety of stakeholders and community leaders.

    Meet with and educate local and state elected officials and policymakers and understand their motivations and the programs/initiatives they are championing.

    Understand the economic development situation and goals of states and key metro markets and position yourself/GED Testing Service® as a contributor, partner and problem solver. Help identify and promote the GEDWorksTM program to the local business community.

    Help develop and distribute content (news stories, student success stories, etc.,) in each state/key metro market, in partnership with the Communications Manager. This will involve pushing content to stakeholders via email, utilizing social media, etc.

    Keep the pulse of GED® program visibility and sentiment regularly and provide information and feedback to GEDTS leaders on the state of the brand, sentiment and any suggestions for program refinement.

    Assist in promoting professional development resources to educators, and in time (with training) help deliver high-level professional development around teaching and content strategies related to preparing students for the GED® test at meetings and conferences.

    Help distribute information and educate key stakeholders of GED Testing Service® about messages, promotions, and initiatives.

    Represent GED Testing Service® at national/regional and state conferences and events. This includes delivering formal presentations and informal conversations.

    Travel: Approximately 40%

    **Qualifications**

    Candidates should be located in the U.S and preferably close to an airport.

    Must have a four-year/bachelor's degree or equivalent experience

    Minimum 6+ years of experience in growing and maintaining relationships in the education or workforce development sector. Must be able to form relationships with a variety of stakeholders.

    Demonstrate excellent verbal and written communication skills – can communicate effectively one-on-one or when presenting to small and large groups.

    Experience in project management, planning and coordination.

    Highly organized with the ability to multitask and handle details while tracking with the larger strategic goals and objectives. Can manage multiple projects and deadlines effectively.

    Have a solid work ethic. Must have drive and passion for his/her work, have persistence and can work independently and as part of a team.

    Understanding of and familiarity with state government relations and policy.

    Must be proficient in working with Word/Google Docs, Excel/Google Sheets and PowerPoint.

    Ability to sell, advance, grow and provide feedback on advancing client relationships.

    Understanding of adult education and workforce policy is highly desirable.

    Spanish-language skills are highly desirable.

    Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows:

    The minimum full-time salary is $90,000.

    This position is eligible to participate in an annual incentive program, and information on benefits offered is here.

    **Who we are:**

    At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.

    Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.

    If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [email protected].

    Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.

    **Job:** SALES

    **Organization:** Enterprise Learning & Skills

    **Schedule:** FULL\_TIME

    **Workplace Type:** Remote

    **Req ID:** 18791

    \#location


    Employment Type

    Full Time


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