13 associate relationship manager jobs found in Charlotte, NC

Description Sponsor and Leveraged Finance – Portfolio Management Associate Description Summary: The Sponsor and Leveraged Finance Portfolio Management Associate supports the Credit Products team and ongoing portfolio management and underwriting activities.  In this role, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects.  The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis.  Duties & Responsibilities: Manage a portfolio of commercial loans and customers in partnership with the assigned relationship manager, Group Leader, PM Team Leader,...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Inside Auto Claims Specialist is responsible for assisting customers following single or multiple vehicle auto losses by providing support throughout the claims process. Your day-to-day activities include reviewing claims and managing the claim to resolution including communication with various stakeholders, including policyholders, claimants, agents, witnesses, repair facilities, and contractors. You will operate within established processes and frameworks to conduct thorough investigations, assess claims, negotiate effectively, and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Service Specialist assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client.  The person in this position remains knowledgeable of advances in the insurance business, stays abreast of the types of insurance products available and works with clients and others in a professional manner.   A GLIMPSE INTO YOUR DAY Provides ongoing administrative support and coordinates with Account...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business  $5,000 New Agent Ramp-up Incentive   This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success  If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed  Success in this role comes from:  Consistent outreach   Proactive engagement with prospective clients  Strong follow-up  Community networking  Building trust with clients  Location Details:    11338 North Community House Road Charlotte, NC 28277 (This...

Position Title Senior Credit Products Specialist - TMC & Entertainment   Location Charlotte, NC 28202   Job Summary The Senior Credit Products Specialist - TMC & Entertainment is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.   Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What We Offer You: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Description Summary: The Managing Director -Aerospace and Defense is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Originate, monitor and renew loan relationships consistent with the bank’s policies and procedures. Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services and associated resources.  Will be assigned a minimum sales goal of $60MM and a minimum portfolio of $40MM in commitments.  Will work on moderately complex deals structures. Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions. Participate with more senior Relationship Managers on...

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   AAA Car Care is   seeking   a motivated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will play a key role in delivering outstanding customer service and ensuring smooth communication between customers and our service technicians. You will   be responsible for   guiding customers through the repair and maintenance process while also driving sales for our auto services.   Key Responsibilities:   Customer Interaction:   Greet customers in a professional and friendly manner as they arrive for service appointments.   Listen to customers’ vehicle concerns and accurately document their needs.   Advise customers on available services, repairs, and maintenance...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Coordinates and executes comprehensive internal and external marketing plans which would assist with current and future business development of the company. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to...