7 financial relationship banker jobs found in Cleveland, OH

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 Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Overview National Platform Division is a specialized unit that focuses on Affinity Partners, National Payroll Partners, National Carrier Partners, and Embedded Insurance. The manger position will be responsible for developing & maintaining national partnerships. You will work with national insurance carriers, payroll companies, retail agencies, wholesale brokers & program administrators that align with our appetite & capabilities. You will steward new partners through a multi-faceted due diligence process engaging with Underwriting, Digital API Integration, Embedded Insurance, Legal, Operations, & Compliance. Responsibilities This role requires maintaining continuous understanding of our client’s needs, challenges & concerns specific to their market niche. Leverage internal resources to maximize opportunities and improve client satisfaction. Lead/participate in key conferences & industry events that are...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Overview The Business Generation Consultant Lead (BGCL) plays a strategic role within the AmTrust sales organization by driving new business growth and optimizing submission follow-through. This position requires a highly motivated, relationship-driven sales professional with strong leadership capabilities, exceptional communication skills, and the ability to influence both internal stakeholders and external agents/brokers. The BGCL will serve as a subject matter expert in AmTrust product lines, sales processes, lead generation strategies, and agent engagement best practices. This role emphasizes proactive outreach and development of new business opportunities to meet and exceed performance goals. The BGCL maintains a strong understanding of AmTrust’s mission, vision, and values and ensures alignment to organizational standards. Responsibilities Sales Leadership & Business Development Lead the identification of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Position Title Senior Relationship Manager - Middle Market (Cleveland, Ohio) Location Cleveland, OH 44114 Job Summary Responsible for new business development and relationship management targeted to middle market and large corporate companies within Northern Ohio. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship. Pay Range: $140,622 - $186,324 - $232,026 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: New Business Origination:  Developing and...