35 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: 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 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...

Underwriter – Oil & Petrochemical - Energy This Underwriting role will be an ideal opportunity to develop your experience and expertise in the energy insurance industry. 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. AIG has an exciting opportunity for an Underwriter to join our Energy Property Team focused on growing a profitable portfolio of oil and petrochemical risks. How you will create an impact Underwriting and managing an existing book of oil and petrochemical energy risks and developing and...

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 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...

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...

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: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1....

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....

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...

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...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Duties and Responsibilities: Clearing new business and renewal submissions in Salesforce Booking premium and invoicing in a timely manner Preparing binders and policies Issuing endorsements Working with underwriters to obtain required documentation from clients/brokers Complete RMS/CAT modeling Any other duties related to the underwriting process as needed Skills and Experience Required: 2-5 years of experience in insurance or related...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Starr Insurance Companies is seeking a Senior Underwriter in its Financial Lines Division, focusing on Private and Not-for-Profit Accounts. Essential Job Functions: Responsible for pursuing new business and managing an existing book of renewal business in our Management Liability portfolio focusing on privately held and nonprofit companies, which includes Directors & Officers, Employment Practices, Fiduciary Liability and Crime coverage lines....

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,...

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...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): Claims Support Supervisor  Employment Type: Full-Time  FLSA Status: Exempt  Location: In-Office   _____________________________________________________________________________________________________ Summary:    We are looking for a highly capable Claims Support Supervisor to join our team and work from any of the following offices in Houston, TX, Omaha, NE, Rockwood, PA, or Richmond, VA.   We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability.     The position reports to The AVP of Claims Support...

Exec Consultant Risk Eng - KR07HE 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 position shall provide direction and oversight for all assigned Energy (and specifically oil and gas and sustainable/renewable energy accounts) assuring that best-in-class services are targeted for our customers. In addition, the role will include technical evaluation of new business and existing written accounts for the Energy Unit where evaluation of risk and exposure identification and hazard/control  assessment is required. Specific focus on battery energy storage systems, onshore wind turbines, EV charging, photovoltaic systems, fuel cells, upstream and midstream oil and gas. The position will provide and implement formal service...

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...

Position Summary:   The  Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed...