5 director client services 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...

Description Summary: The SBA Product Business Development Ofc Sr is responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis.  Duties & Responsibilities: Responsible for self sourcing SBA loan origination with emphasis on client contact, origination and analysis. Typical loan amounts are for $350K - $5MM. Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package. Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or the equivalent of 4 years' SBA lending experience A minimum of 5 years of SBA/Business/Commercial lending experience...

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...