• Responsible for managing merchant or card relationships • Focus on client retention and satisfaction • Provide input on client pricing structure • Monitor spend for managed portfolio clients • Train and mentor junior Account Managers • Ensure compliance with operational risk controls

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Please be aware that this position may be remotely located in Texas, Colorado, New Mexico, Kansas or Missouri. This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management. As a Specialty Banking Relationship Manager II , you will: - Ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients. - Acquire new clients. - Cross-sell lending, depository, treasury management, merchant services, card, wealth, trust, etc., with the help of product teammates. - Review the client’s overall needs and design solutions as a trusted advisor. - Negotiate credit terms, loan repayment methods, working capital needs, and identify proper collateral specifications. - Manage the existing portfolio of clients and monitor relationships for compliance with credit standards. - Update financials, maintain insurance on bank collateral, and review loans for accurate grades. - Handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. - Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the industry specific environment and general banking trends. - Review loan documents to ensure compliance with the Internal Credit Policy and banking laws and regulations. - Participate in community and business functions to ensure a positive image for the bank within the regions marketplace. - Build rapport with clients and fellow associates, treating others with respect and consideration. - Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position. Qualifications - Bachelor’s degree in business, finance or related field or combination of education and work experience. - 5+ years of relevant Specialty Banking experience. - Good portfolio management, communication, and sales skills. Requirements - Strong business development skills as well as an overall understanding of credit and business finance. - Strong networking skills and participation in networking events in the industry area. - Self-directed and motivated to accomplish tasks, meet objectives and committed timelines. - Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services. - Strong oral and written communication skills with the ability to clearly and concisely articulate issues. - Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone. - Competent in the use of standard office software including Microsoft Outlook, Excel, and Word. - Solid knowledge of banking policies, regulations, and compliance issues. - Solid ability to analyze financial statements. - Solid knowledge of basic accounting principles. - Must possess a valid driver’s license. Benefits - Generous benefits package including insurance. - 401k. - Associate stock purchase program. - Paid time off. - Associate banking perks.

• Own a portfolio of strategic customers with accountability for long-term revenue growth and retention. • Strong understanding of upsell, cross-sell, and renewal mechanics across multi-product SaaS portfolios • Proven ability to identify expansion levers using usage data, customer maturity, org structure, and business goals • Ability to engage confidently with engineering leaders, technical stakeholders, and economic buyers • Own a defined book of strategic accounts with full responsibility for retention, expansion, and net revenue growth • Develop trusted relationships with technical user, and executive stakeholders • Ensure predictable renewals by reinforcing value, outcomes, and ROI ahead of contract milestones. • Identify and mitigate renewal or contraction risks in partnership with Internal teams. • Act as the central point of ownership across internal teams • Maintain strong Salesforce hygiene to support forecasting and decision-making

Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions. We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In This Role, You Will... - Manage large books of business for commercial lines insurance clients - Drive customer retention and market additional lines of coverage to grow business and properly insure risks - Evaluate carrier relationships, commercial insurance products, and market placement - Provide quality and timely service to customers and clients - Research, provide recommendations and implement ReSource Pro solutions for clients - Work in a variety of Agency Management Systems to complete tasks - Lead day-to-day customer interactions - Use your subject matter expertise to consult with customers and advise colleagues - Gather information about client needs and insurance solutions - Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals What You Need to be Successful… - Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience - 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center - Active Resident Property and Casualty insurance license required - Located in Pacific or Mountain time zone to accommodate client - Microsoft Office Proficiency - Excel required - Experience working in Agency Management System required - Industry designations preferred such as CPCU, CIC, CISR, ARM - Ability to adapt and succeed within a team-oriented environment - Excellent problem-solving and customer service skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... - 100% paid employee health insurance available on Day 1 - Eligible for all medical, dental, and vision benefits on Day 1 - Remote positions are Internet stipend-eligible - 401k with employer match, vested on Day 1 - HSA/FSA available - Long Term and short-term disability employer-provided - Generous PTO plan with paid holidays + floating holidays - Development and growth opportunities - Comprehensive wellness program and prioritization of employee health Your Interview Process... To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: - Behavioral Interview with Talent Acquisition - Online talent assessment - Hiring Manager Interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.