13 financial relationship banker jobs found in Minneapolis, MN

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, 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 and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

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...

Job Description: We are looking to add a Client Service Specialist to join our Employee Benefits team in St. Louis Park, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Assist in managing client accounts and provide support to internal service team. Support the implementation and renewal process of employee benefit programs by gathering needed information, submitting to carriers, and preparing proposals to clients. Draft Request for Proposals (RFPs) for review by appropriate senior service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by appropriate senior service team member. Assist sales and service teams with preparation/creation of materials for presentations. With...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Premium Payable Accountant to join our growing team in Minneapolis, MN! The Premium Payable Accountant will be responsible for monitoring and recording invoicing activity in accordance with established company practices and timelines. How You Will Contribute:   Review company payable reports to identify items that are ready to pay Research missing carrier statements after client payments have been received Create final company payable report Create Return Payments to Customers Create Broker Payable Reports and checks to Brokers on a monthly basis. Create other check payments as necessary Initiate ACH, wire, and check payments as applicable Enter Journal Entries as needed. Ensure all support for transactions is processed and filed accurately and timely in ImageRight....

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...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. LOCATION: Candidates must reside near a major airport and be able to travel overnight within their geographic area. Must reside in or near: Minneapolis, MN / Des Moines, IA / Milwaukee, WI Territory/Region: - IA/MN/WI Overnight Travel: 50% SUMMARY : We are seeking a Territory Sales Manager, Commercial (IA/MN/WI) ​ position who will be responsible for growth of agency relationships to...

Job Description: We are looking to add a Sr. Compliance Consultant to join our Employee Benefits team in Dallas, TX, St. Louis Park, MN, or Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Provide compliance guidance, both internally and with clients, regarding applicable federal and state laws, including all aspects of Internal Revenue Code (the Code), ERISA, ACA, HIPAA, internal Holmes Murphy policies and procedures, and other relevant laws and regulations as they affect employee benefit plans, to ensure effective client service and mitigate corporate risk. Develop and maintain internal educational tools for health and welfare employee benefits compliance. Participate in and lead meetings with Holmes Murphy employees and Holmes Murphy clients regarding employee benefits compliance questions and issues as...

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Account Executive to join our growing Property team in Minneapolis, MN . Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products.  Conducts strategic planning meetings with clients to discuss and recommend risk management programs.  Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice.  Periodically functions as the overall Engagement Leader or Executive responsible for the account.  Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.  How You Will Contribute Develops knowledge of a client’s business and industry and...

  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...

AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. 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. How you will create an impact This level underwriter typically handles accounts/clients that are most complex.   Has a greater underwriting authority and handles larger accounts and/or more complex risks than the Senior Underwriter.  The role will be responsible for underwriting an Excess Casualty portfolio  Develops and manages underwriting strategies for both renewals and prospects within his/her portfolio of accounts. This includes knowledge of the current market...