Top 6131 Microsoft d365 crm + copilot/ai functional lead, manager Jobs in Columbus

Relationship Manager
KEMBA Financial Credit Union —Columbus, OH
- $95,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply
Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager
PRICE WATERHOUSE COOPERS —Columbus, OH
- $124,000 - $280,000 a year
- Bachelor's degree
- Fair chance
- In-person
- Paid holidays
- Health insurance
Microsoft D365 CRM + Copilot/AI Functional Lead, Manager
PRICE WATERHOUSE COOPERS —Columbus, OH
- $99,000 - $232,000 a year
- 8 years
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
D365 CRM or Copilot/AI Technical Lead - Manager
PRICE WATERHOUSE COOPERS —Columbus, OH
- $99,000 - $232,000 a year
- 8 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Health insurance
Microsoft Dynamics 365 Project Manager
Protiviti —Columbus, OH
- $128,000 - $233,700 a year
- Email
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Access
- Paid parental leave
- Health savings account
Design Engineering Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Background check
- Clean driving record
- 5 years
- Health savings account
- Relocation assistance
Quick Apply
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
Branch Manager
Lifetime Quality Roofing —Columbus, OH
- Full-time
- Mid-level
- 3 years
- Recruiting
- Fuel card
- Health insurance
Quick Apply
VTC Lead
Unity Technologies Corporation —Columbus, OH
- $55,000 - $65,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Computer networking
- Health insurance
- Dental insurance
Quick Apply
3d
Production & Workforce Training Manager
Columbus Fashion Alliance —Columbus, OH
- $55,000 - $60,000 a year
- Email
- Mid-level
- Mentoring
- Recruiting
- Paid training
- Health insurance
Quick Apply
5d
Dynamic Sales Leader to Build and Lead High-Performance Door-to-Door Sales & Canvassing Teams
Allstate Exteriors —London, OH
- From $100,000 a year
- Full-time
- Google Workspace
- Driver's License
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
10d
Team Lead- Commercial Roofing SIGN-ON BONUS OPPORTUNITY!
Legacy Roofing Services —Columbus, OH
- $25 - $30 an hour
- Overtime
- Heavy lifting
- Construction site
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Customer Quality Engineering Supervisor
Nifco America, Corp. —Canal Winchester, OH
- $85,000 - $110,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Relocation assistance
- Health insurance
Quick Apply
3d
Store Manager
Stor All Self Storage —Columbus, OH
- $14 - $15 an hour
- Background check
- Computer literacy
- Mid-level
- Paid training
- Health insurance
Quick Apply
Sales Manager
Health Care Logistics —Grove City, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Area Sales Manager
ALTENLOH BRINCK & CO US INC (SPAX, TRUFAST, & TRUF —Columbus, OH
- Full-time
- Construction site
- Product management
- Travel
- Health insurance
- Dental insurance
Installation Manager
Improveit Home Remodeling —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Area Manager
Legacy Maintenance Services, LLC —Columbus, OH
- Night shift
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Pharmacy manager wanted Mon- Friday no weekends
"THE DRUG STORE" Pharmacy & Home Medical Supply —Columbus, OH
- Full-time
- Management
- Doctoral degree
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Senior Manager, Association
Collective House Realty —Columbus, OH
- Full-time
- 5 years
- Office
- Ability to lift 50 pounds
Quick Apply

I want to receive the latest job alert for microsoft d365 crm + copilot/ai functional lead, manager in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

microsoft d365 crm + copilot/ai functional lead, manager jobs near columbus

Area Manager jobs in Columbus, OH

Workforce Manager jobs in Columbus, OH

Relationship Manager jobs in Columbus, OH

Shift Leader jobs in Columbus, OH

Pharmacy Manager jobs in Columbus, OH

Sales Manager jobs in Columbus, OH

Technical Lead jobs in Columbus, OH

Regional Sales Manager jobs in Columbus, OH

Store Manager jobs in Columbus, OH

General Dynamics Electric Boat jobs in North Kingstown, RI

General Dynamics jobs in Remote

Warehouse Manager jobs in Seattle, WA

General Dynamics Mission Systems jobs in Phoenix, AZ

Dynamics Project Manager jobs in Atlanta, GA

Dynamics Project Manager jobs in Summerville, SC

Dynamics Project Manager jobs in Santa Clarita, CA

Dynamics Project Manager jobs in Omaha, NE

Area Manager jobs in Charleston, WV

Area Manager jobs in Lexington, KY

District Manager jobs in Jacksonville, FL

Relationship Manager

KEMBA Financial Credit Union -
Columbus, OH

Quick Apply

Job Details

Full-time
$95,000 - $120,000 a year

Qualifications

Mid-level
Analysis skills
Communication skills

Full Job Description

Title: Relationship Manager

Reports to: Vice President of Commercial Services

Supervises: None

Status: Exempt

Objective

The Relationship Manager is responsible for actively developing business contacts within the community and providing business banking solutions with loan, deposit, and ancillary products to meet or exceed budgeted goals. Responsible for receiving, reviewing, evaluating, and pre-qualifying business loan requests. Meets with and manages member and potential member needs through a holistic relationship management approach, which includes understanding their business and personal needs as well. Meets with members to explain KEMBA’s products and services and to present them as possible solutions. Collects loan information and documentation. Serves members and prospective members promptly and professionally. Provides general Credit Union information and cross- sells services. Assists internal and external Business Services personnel as needed.

Duties and Responsibilities

Assumes responsibility for the effective and professional completion of assigned business services functions:
Focuses primarily on smaller and less complex lending relationships
Interviews, takes applications, and processes preliminary documentation on business loan requests, Discussing loan alternatives, credit criteria, interest rates and loan documentation in such a manner as to elicit positive responses from members
Analyzes and evaluates loan requests and prepares written submission for consideration by the Business Loan Committee or underwriter identifying problems or potential problems with credit information and coordinates with the necessary party to resolve the problems
Assists in review of construction loan advances on commercial properties, as needed
Conducts property inspections as assigned as well as annual site visits
Follows-up and collects updated documents needed to renew matured loans
Assists in the collection of delinquent accounts as required
Completes lending functions in accordance with established Credit Union policies and legal requirements
Works with businesses to establish and grow deposit relationships
Offers business credit cards and merchant card services to all eligible business members
Works within a Market Area Team toward meeting multiple-product goals including business and personal products
Assumes responsibility for establishing and maintaining effective and professional business relations with members and trade professionals:
- Answers questions and resolves requests
- Keeps borrowers informed of Credit Union loan policies and services
- Meets with applicants whose loans are denied and explains reasons and alternatives, as needed
- Maintains and projects the Credit Union’s professional reputation
- Cultivates Credit Union presence in the community by regularly representing Credit Union at business group meetings, Chambers of Commerce, networking groups, etc. in the Credit Union’s major markets
Assumes responsibility for establishing and maintaining effective communication, coordination and working relations with Credit Union personnel and with management:
- Coordinates functions with related departments and branches and provides support as needed
- Assists Business Development personnel and provides support with Select Employee Groups (SEGs) as needed
- Keeps management informed of area activities and of any significant problems
- Attends and participates in meetings and committees as required
- Completes required reports and records
Assumes responsibility for related duties as required or assigned:
- Cross-sells Credit Union services
- Stays informed regarding changes in lending standards and related legal requirements
- Completes special projects as assigned
Assists in development of new products/services
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to criticism from a supervisor
- Performs other duties as required by management

Required Qualifications

Undergraduate degree in Business or a related field, or equivalent combination of training and work experience
Understanding of financial analysis and determination of credit worthiness
One to three years of business banking or commercial lending experience
Excellent communication and public relations skills
Strong analytical abilities

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

#CRPKMB

Quick Apply

Refine Your Search

microsoft d365 crm + copilot/ai functional lead, manager jobs in columbus

Relationship Manager

Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager

Microsoft D365 CRM + Copilot/AI Functional Lead, Manager

D365 CRM or Copilot/AI Technical Lead - Manager

Microsoft Dynamics 365 Project Manager

Design Engineering Manager

IT Application Manager

Branch Manager

VTC Lead

Production & Workforce Training Manager

Dynamic Sales Leader to Build and Lead High-Performance Door-to-Door Sales & Canvassing Teams

Team Lead- Commercial Roofing SIGN-ON BONUS OPPORTUNITY!

Customer Quality Engineering Supervisor

Store Manager

Sales Manager

Area Sales Manager

Installation Manager

Area Manager

Pharmacy manager wanted Mon- Friday no weekends

Senior Manager, Association

I want to receive the latest job alert for microsoft d365 crm + copilot/ai functional lead, manager in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected