8 placement specialist jobs found in Houston

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs.  The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

Description Summary: The Regional Credit Officer – Middle Market, Texas partners with a staff of portfolio managers and/or regional credit administrators in the credit approval, administration, and review activities for a business line or geographic region. Duties and Responsibilities: Establishes, implements and manages administrative and review systems and procedures to protect the quality and profitability of the loan portfolio. Manages credit structuring and negotiation strategy discussions with officer/business unit. Analyzes, approves/disapproves credit request exceeding line/regional approval limits. Identifies potential problem credits and works with loan workout specialist to restructure credits and/or minimize risk for loss. Advises staff, officers and/or business units on the company's overall lending policies. Performs other duties as assigned. Basic Qualifications: Bachelor's...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (CML RSS SR) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS SR works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS SR applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and...

Description Summary: ​ The Treasury Management Region Sales Specialist Manager manages a team of Sales Specialists and Team Leaders (depending on size of market) within a region.  Duties and Responsibilities: Works with Treasury Management Sales Leadership in the development of a sales strategy for the respective region of responsibility while ensuring the execution of the strategies.   This role will interact with various senior leaders internally and externally.   Internally this role will act as champion and liaison for coordinating activities with the various Market Presidents as well as with senior executives across Huntington Bank.   Coach and develop TMS sales skills to create a path for colleague career advancement and bank growth Develop the Treasury Management Sales Specialist team’s business acumen and cash flow analysis skills to support more effective customer conversations and sales...

Description Summary The Assistant Trust Real Estate Manager provides administrative, operational, and client service support to Huntington Private Bank's Trust Real Estate team. This role assists in the acceptance, onboarding, management, and disposition of real estate assets held in fiduciary accounts, while ensuring compliance with Huntington policies, procedures, and applicable regulatory requirements. The Assistant Trust Real Estate Manager works closely with Real Estate Asset Managers, Trust Advisors, Wealth Advisors, clients, beneficiaries, and third-party service providers to support the day-to-day administration of fiduciary managed real estate. Responsibilities include asset documentation management, invoice and income processing, coordination with vendors, insurance administration, and facilitating communications related to real estate asset operations and oversight. Duties and Responsibilities...

Description Summary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes...

The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.” Help to...