4 client account manager jobs found in Fort Wayne, IN

Job Title: Account Executive - Brotherhood Works / Employee Benefits FLSA Status: Exempt Job Family: Affiliates Department: Brotherhood Works - Insurance Services Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for achieving Brotherhood Works sales targets by identifying and pursuing qualified leads in alignment with the company’s marketing initiatives and agent engagement activities. Additionally, responsible for assessing the specific needs of Brotherhood Works’ unique prospect niche and creatively presenting the company’s value proposition by recommending tailored solutions that address those needs. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Achieve annual new sales targets established by the sales...

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46804   Job Summary Branch Banking Client Consultant II - Licensed 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...

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46814   Job Summary Branch Banking Client Consultant II - Licensed 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...

Job Title: Accountant I - Affiliates FLSA Status: Exempt Job Family: Affiliates - Finance Department: Affiliates - Finance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Assist the Affiliates finance team with the company’s Affiliates’ financial records by the input of all financial transactions including the review and processing of all affiliate entities cash disbursements and deposits, verifying the accuracy of all financial ledgers, and providing timely and accurate management reports.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal entries, enter financial transactions into the company ledgers, reconcile bank and account balances, and record...