29 financial relationship banker jobs found in Houston

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: 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: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

Description Summary: The Industry Banker is a Director-level position within several Industry teams in Huntington’s Corporate Bank.  The role is to provide industry-specific marketing, structuring, and credit guidance to bankers operating in our regional Middle Market and Business Banking teams.  This individual will be a part of our Corporate Banking Industry team and will report directly to the Industry Head.  Success will be measured by production results, portfolio quality and fee generation in the Middle Market.  We are looking for experienced bankers in the following industries to fill this position: Healthcare, Financial Institutions, Franchise and Restaurants, and Industrials. Please note: For this role, Financial Institutions experience is highly preferred. Job must be onsite and can only be filled in one or multiple locations. Preferred locations are Chicago, Columbus, OH New York, NY, Houston...

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...

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, 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 and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $18 - $22 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via phone,...

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: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Marine Risk Consultant 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 Marine Risk Consulting Marine Risk Consulting is critical to overall risk assessment and support to the Underwriters, and in the winning, and retaining of Marine clients. The zonal/regional Marine Risk Consultant is a technical expert in maritime and security operations, and is normally the connection between the client, the Underwriter, third-party Surveyors, and sometimes the broker. The Marine Risk Consultant performs an important function linking and addressing Underwriting concerns, valid Broker requirements, details and evaluation of an account such as natural and other perils, technical issues, CoE Risk Engineering data management and review processes, and the field Loss Control surveying activities. By building a...

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 growing!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, consisting of the greater Houston area, offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development opportunities.  In this...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 21,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Summary: The Account Manager plays a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining small business commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriting Specialist, Energy 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 Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. AIG has an exciting opportunity for an experienced Underwriter to join our Energy and Engineered Risk Property Team focusing on property coverage for clients in the power and utility sector. How...

Description This position can be based in Houston or San Antonio. Summary: The Equipment Fin Sales Executive develops and maintains profitable leasing customer relationships. Markets leasing products to bank employees and customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's credit-worthiness; collects delinquent accounts. Duties & Responsibilities:  Responsible for developing new business and providing industry trend insights to executive management, maintaining a high quality large or specialized equipment financing portfolio.  Responsible for generating new business through direct calling efforts and partners with Large Corporate, Commercial, and Private Financial Group bankers to provide financing solutions to new customers as well as Huntington’s...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity The purpose of this role is to lead and drive sales, business development, and operational activities within QBE's A&H division, ensuring growth, profitability, and customer satisfaction. The role involves developing and implementing strategies to establish and maintain relationships with key stakeholders while maintaining a professional market presence. Additionally, it includes responsibility for the strategic growth and development of the Wholesale Broker and Agency segments, ensuring alignment with company targets. We are open to VP or Lead level candidates. •        Location: Houston, TX - San Antonio, TX - Austin, TX - Dallas, TX •        Work Arrangement: hybrid working expectations •         The starting salary for this role is between $180,000.00 and $270,000.00 Your new role Drive business unit engagement of national and local initiatives to...

Description We are seeking an experienced Middle Market Senior Underwriter to underwrite commercial property & casualty risks in the middle market segment. As an individual contributor, you will make analytical, data-driven underwriting decisions within delegated authority, with limited guidance from leadership. You will evaluate and price moderately complex to complex accounts (including high individual line sizes and unusual exposures in parts of North America), manage broker and client relationships, and help shape product and portfolio strategy for your line of business. To be considered for this role, candidates must reside within the specified geographic location. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated. Key Responsibilities Underwrite middle market commercial accounts within assigned authority by assessing submissions, reviewing...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American is one of the few carriers with a dedicated Property & Inland Marine Division and, in the industry segments it covers, with expertise second to none. From the underwriters to claims representatives, the focus is strictly on property and inland marine coverages....

Description Job Summary: The Upstream Leader - Oil and Gas will be responsible for leading and managing the bank’s strategic relationships and financing activities with clients in the U.S. oil and gas sector. This includes all sectors of the industry: upstream, midstream, and downstream. The role involves delivering tailored financial solutions, overseeing origination and execution of complex transactions, and driving revenue growth through relationship management and strategic advisory. Key Responsibilities: 1. Sector Leadership and Strategy Define and lead the bank’s oil and gas sector strategy, aligning with global energy trends and corporate objectives. Monitor market developments, policy changes, and energy transition trends to identify risks and opportunities. Position the bank as a key player in U.S. oil and gas financing, while building a diversified client base across the sectors and financing...

At AIG, we are reimagining the way we help customers to manage risk. Join us 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 Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. Position Summary: The Senior Underwriter will contribute to the growth of the business by underwriting Marine Liability products under general direction, issuing quotes and policies while ensuring standards and compliance guidelines are met.  Responsible for...

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills:  None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers...