• Dosahování prodejních cílů • péče o stávající klienty • vyhledávání nových obchodních příležitostí • pravidelné návštěvy lékařů, lékáren a prodejen zdravotnických potřeb • práce a podpora R(x) i OTC produktů TENA, Leukoplast a JOBST • prezentace a prodej produktů a služeb v souladu se standardy společnosti • účast na kongresech a seminářích • spolupráce s marketingovým oddělením • zaznamenávání návštěv a aktivit pomocí CRM • pravidelné vzdělávání v oblasti inkontinence

• Support a critical Secure Communications growth initiative • Manage the Secure Communications Customer Relationship Management (CRM) application • Engage with corporate and functional support teams to drive initiatives • Create and update weekly and monthly reports on status and initiatives • Assist in planning and executing core certification program initiatives • Track and monitor the status of accreditation initiatives • Support team member’s professional development and training

• The Commercial Relationship Manager I-III (CRM) is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial real estate, and business loans in compliance with the Bank’s lending policies and procedures. • This role develops and manages business checking, deposit, and lending relationships while promoting the Bank’s products and services through strong client relationships and internal referrals. • Generates new leads through outbound calls, emails, networking, and in-person meetings. • Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. • Uses CRM systems to track interactions, update customer records, and manage pipeline activity. • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. • Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. • Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. • Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. • Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. • Ensures that certification or deletion of collateral is made by the appropriate personnel. • Negotiates, underwrites, and processes renewals of credit facilities. • Approves loan payments, draws from lines of credit, and fund transfers within specified limits. • Authorizes commitment, engagement, auction, and decline letters. • Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. • Verifies funds with mortgage companies and contractors. • Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. • Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. • Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. • Provides deposit and loan account ratings. • Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. • Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. • Provides leadership and training to less experienced loan officers and other staff members.

• Serve as the primary relationship lead for premier, elite, and/or highly complex ESOP clients. • Act as the escalation point for sensitive, high-impact, or complex client issues requiring senior-level judgment. • Strengthen client retention by delivering strategic value messages and proactive insights. • Build high-trust relationships with executive-level client contacts and boards/committees. • Partner with internal administration and consulting teams to ensure timely, accurate, and strategic delivery of services. • Oversee annual administration timelines and ensure clients remain informed and prepared for all milestones. • Develop and deliver advanced Plan Health Reviews tailored to complex clients, including deeper analysis, trends, and strategic guidance. • Conduct detailed profitability analysis on assigned clients and recommend fee changes or service adjustments. • Provide high-level demonstrations of ESOPConnection and support client adoption strategies. • Collaborate in creating and refining internal procedures, workflows, and client care standards.