2 financial relationship banker jobs found in Melville, NY

Position Title Group Director   Location Melville, NY 11747   Job Summary The Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Leads team in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs.   Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and discretion to make decisions on customer related matters within one’s authority.  Escalates matters to Senior Management...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Risk Solutions team is currently seeking a Risk Solutions Consultant in our New York (NYC or Long Island) or New Jersey (Somerset) territory. This is a full-time, exempt role. Position is eligible for a fully remote arrangement.   POSITION OVERVIEW: Conducts technical evaluations and loss analysis of prospective or existing policyholders.  Identifies and analyzes exposures and controls. May also deliver consultative or technical services to policyholders.  IN THIS ROLE, YOU WILL: Conduct field surveys on prospect and existing policyholders and writes reports for underwriting. Perform loss analysis. Develop and deliver meaningful service solutions. Create...