2 account consultant jobs found in Detroit, MI

Position Title Branch Banking Client Consultant II   Location Detroit, MI 48201   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute...

The Client Relations Compliance Consultant leverages CMS compliance and business needs.  This role assists with Compliance operations and performance and interfaces directly with clients, serving as the primary contact for issues and requests generated by the client.  The Client Relations Compliance Consultant is accountable for key measures and performance indicators, as well as communications with appropriate business owners to resolve issues. Creates and manages user accounts in a variety of systems, including Medicare Advantage Systems, in compliance with internal policies and system access protocols. Maintains Role-Based Access Matrices. Reviews and submits collateral and communications to CMS for approval. Facilitates communication between customers and internal constituents regarding regulatory activities and changes. Collaborates with peers to understand impact of compliance/non-compliance for products and customers. Assists peers with the identification and...