5 employee benefits client manager jobs found in Minnetonka

Description Summary: The Commercial Relationship Manager II is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Originate, monitor and renew loan relationships consistent with the bank’s policies and procedures. Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services and associated resources.   Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions. Participate with more senior Relationship Managers on larger loans, and stay informed regarding the status of loans in the department. Maintain and confirm credit worthiness of customers. Gather, review...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Canopy Group is seeking a Commercial Lines Sales to join our growing team in Minnetonka, MN. Our energetic agency conducts ongoing successful marketing campaigns, generating numerous incoming leads for our producers every month. A successful candidate maintains a P&C license, is a team player with superior communication skills and thrives in a fast-paced work environment. How You Will Contribute: Act as a consultant to prospective and current clients. Fast-paced work in getting quotes out to prospects while staying in the sales process guidelines. Ability to learn and utilize company-approved software and business system applications. Ability to analyze data, insurance policies, loss runs, and financial statements. Ability to work within a regulatory environment. Organizational skills with discipline and...

Description Commercial Banking Financial Planning & Analysis (FP&A) has a crucial role as a strategic partner to Commercial Banking leaders, business management and senior stakeholders across Corporate Finance by providing quality analysis and reporting that generate insights into business trends and economics. The Asset Finance Group (AF) represents about 40% of the Commercial Bank and provides lending solutions underwritten to the specific needs of our clients, including equipment leasing, lender financing, warehouse lending and inventory financing. The Finance Segment/Region Liaison will be responsible for driving AF-wide deliverables across earnings, revenue / expense/ balance sheet resource analyses and competitor reporting, as well as coordination of projects to support AF covering all businesses and functions. This role will report to the CFO of Asset Finance. Job Description · Lead monthly...

Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Description Summary: The Payments Product Delivery Lead plays a critical role in driving execution within Payments. This role provides end‑to‑end delivery oversight for complex, cross‑functional initiatives involving Payments, Operations, Fraud, Risk, Servicing, Technology, and external vendor teams. The Delivery Lead ensures predictability in execution, clear dependency management, and streamlined communication to deliver solutions that scale efficiently with high‑quality functionality on schedule. This individual will act as the strategic partner to Product, Engineering, and operational leaders, ensuring alignment, transparency, and disciplined execution practices across all phases of delivery. The focus will be on driving execution of Payments functionality, m anaging dependencies and stakeholder alignment, ensuring predictable, on-time delivery and s upporting scale for Payment Products. Duties and...