6 client services manager jobs found in Jackson

Description Summary: The Treasury Management Area Sales Manager is responsible for managing a team of Sales Advisors within a defined region.  Duties and Responsibilities: Work with the Sales Director and/or Sales Manager in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.  Provide leadership; mentorship; and communicating direction and group strategy to the Sales Advisors in order to meet established Treasury Management goals.  Responsible for sales prospecting, product pricing and structuring, and customer proposals.  Develop and maintain profitable and quality cash management relationships with the largest and most complex customers.  Maintain and manage to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Execute a partnership plan with all business partners across and...

Position Title Branch Banking Client Consultant I (Part Time)   Location Jackson, MI 49201   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: 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 successful sales initiative Client Experience: Provide positive client experience by assisting...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively 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 (coverage-wise, with proposal, suspense items, etc.) Prepares...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware...

Are you a “people person”? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? …Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner. Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture. HUB Gives! Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that commitment...