28 customer experience banker jobs found in Charlotte

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives...

Description Summary: Associate Director - Specialized Mortgage Solution is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators.  Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures.  The banker will cross-sell and implement products and services.  Duties & Responsibilities: Develops and maintains profitable Banking relationships within the mortgage ecosystem.   Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry. Meets with business...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is all about connecting with people, understanding...

Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...

Company Details   Berkley Southeast is a member company of W. R. Berkley Corporation, a Fortune 500 Company, whose insurance company subsidiaries are rated A+(Superior) by A. M. Best Company. BSIG provides local underwriting, risk services, claim, marketing and audit services for agents and policyholders in Alabama, Georgia, Mississippi, South Carolina, North Carolina and Tennessee. We take a broad approach to underwriting for ‘best in class’ businesses, primarily in: construction, light manufacturing, wholesale, distribution and business service industries.   The Company is an equal employment opportunity employer.   www.berkleysoutheast.com Responsibilities The Underwriting Associate participates in underwriting accounts by gathering, synthesizing and clearly presenting all specific account information to underwriting to decide on the risk.  The Underwriting Associate will rate and issue renewals, new business,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Description Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve.   As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives.   Key Responsibilities   Own and manage an assigned territory, driving profitable growth in alignment with financial and operational...

Sr Consultant Alt Placement Analytics - NS07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Support the development and execution of a strategic business plan for the Alt Placement Solutions organization, aligned with HIG’s Business Insurance strategic priorities to solve target customer needs. Partner closely with Business Insurance leadership (e.g., Heads of Segments, CUOs, and Strategy leaders) to identify, evaluate, and prioritize alternative placement opportunities. Contribute to the design and delivery of innovative underwriting program structures and operating models that support profitable growth and enhance value for clients, distribution partners, and capital providers. Key Areas of Responsibility: Alt...

Description The Managing Director - Financial Institutions Group, within the Corporate Bank will be an integral component to the build out of the Financial Institutions vertical at Huntington Bank.  This individual will serve as the lead relationship contact in understanding customer needs and meeting them through the execution of various bank products, services and solutions.    Duties and Responsibilities: Establish a trusted brand in the market with customers and prospects across the financial institutions sector. Develop new-to-firm (N2F) relationships and new-to-existing (N2E) business through thoughtful sector specific advice and solutions. Deliver the bank’s broad suite of products and solutions to deepen customer relationships and advance relationship returns. Promote an in-depth understanding the banks product suite across: credit and finance, capital markets, risk management (IRD, Rates and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is hiring!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, which consists of Charlotte, Ashville, and the Triad area (Greensboro, Winston-Salem, and High Point) , offers the ideal mix of opportunities, from well-established mature business relationships with...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Risk Solutions team is currently seeking a Risk Solutions Consultant in our North Carolina location (Charlotte or Raleigh). This is a full-time, exempt role. Position is eligible for a fully remote arrangement.   POSITION OVERVIEW: Conducts technical evaluations and loss analysis of prospective or existing policyholders.  Identifies and analyzes exposures and controls. May also deliver consultative or technical services to policyholders.  IN THIS ROLE, YOU WILL: Conduct field surveys on prospect and existing policyholders and writes reports for underwriting. Perform loss analysis. Develop and deliver meaningful service solutions. Create and follow up on...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Database Security Engineer to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Information Technology   At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology (IT) team equips our colleagues with the latest tools to complete their work efficiently, with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. Innovation in IT drives innovation across the organization. How you will create an impact   The Database Security Engineer is responsible for implementing security systems that will provide detection, prevention, containment and deterrence mechanisms to protect and...

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 Disability...

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 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 Disability...

Managing Director - UQ06CB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Managing Director, Wholesale Professional Liability will provide strategic and operational leadership for The Hartford’s Wholesale Professional Liability portfolio, with primary responsibility for Design Professional (A&E), Accountants Professional, and Miscellaneous Professional Liability products. This role as a Managing Director will be responsible for driving profitable growth , underwriting discipline , and strong wholesale broker and MGA partnerships across the East Coast and Midwest , with national broker engagement inclusive of the West Coast. This role leads and develops a team of experienced underwriters and serves as a key...

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 Disability...

Manager Software Engineering - IE07FE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Group Benefits IT Team is seeking a highly motivated, experienced IT Leader who is responsible for leading engineering teams to successfully drive the transformation of our application landscape.  The Software Engineering Manager will have end-to-end accountabilities in IT Operations across the application portfolio.   Successful candidates will be expected to demonstrate strong leadership skills, excellent partnership with stakeholders and partner teams, solid technical acumen, experience in delivering quality technical solutions as well as setting and executing on a strategic technical vision to ensure the systems are...