94 financial relationship banker jobs found in New York

Position Title Private Client Office Banker   Location New York, NY 10022   Job Summary The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions.   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Associate Director (Vice President level) to support originating and executing transactions within the project finance and infrastructure segment. The team provides a broad range of debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: power, renewable energy, energy related assets, midstream and infrastructure including Public Private Partnership (“PPP” or “P3”). Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a critical role...

Description Summary: The Managing Director - Warehouse Lending for CSG - Corporate Mortgage Finance Group, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer’s needs, meeting them through the seamless delivery of the bank's products, services and associated resources.  You will manage an assigned team of Relationship Manager/Bankers as direct reports; personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group’s Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. This position reports to the Head of CMFG, or another senior leader determined by the Head of the group.  In this role, you will be performing the...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Regional Production Specialist to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting 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: Independently select, monitor, and price new and renewal business according to Company guidelines per Underwriter’s level of authority as outlined in individual “Authority...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams. The Jr. Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. You are Self-motivated and can adapt to a fast moving and dynamic environment with the ability to communicate effectively. Able to handle several responsibilities, multiple phone calls...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Hybrid position in New York City - typically two days a week in office. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. #LI-CL1 Job Description Summary Are you a critical thinker who can analyze complex risk and find insurance solutions that balance customer needs with business goals? If you can take initiative, use both your analytical and creative abilities to...

Position Title Analyst, ESOP Advisory   Location New York, NY 10018   Job Summary The Commercial Banking Analyst reports to the ESOPs Advisory Head and will play an important role assisting senior bankers and management with information management and content creation that supports the ESOP group’s strategic objectives. This role uses independent judgement in the design and creation of effective materials and reporting that will express initiatives and vision of the business. The role requires support for complex projects that may involve adhering to tight deadlines.   Job Responsibilities: Organizes and manages projects for the ESOP Advisory team.  This involves independently translating directions to executable plans, and problem solving with other team members and partners to achieve stated outcomes, conducting research and analysis as needed to inform the project, and ensuring projects are brought to closure. Creates content to support executive  and client /...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Senior Underwriter role within specialized energy and technical industries including oil and gas, petrochemicals, pharmaceuticals, electronics and specializing in Power Generation. Review and analyze new and renewal submissions from brokers and clients Assess risk acceptability, coverage terms, pricing and underwriting profitability Develop and manage a profitable book of business. Build and maintain strong broker and client relationships Prepare and issue...

Position Title Credit Products Specialist I - Corporate Banking   Location New York, NY 10018   Job Summary The Credit Products Specialist I - Corporate Banking supports the underwriting, structuring, and management of commercial credit relationships. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to Relationship Managers (RMs), this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist RMs in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages. Portfolio Management : Monitor financial trends,...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Essential Job Functions: Responsible for pursuing new business and managing an existing book of renewal business in our Management Liability portfolio focusing on privately held and nonprofit companies, which includes Directors & Officers, Employment Practices, Fiduciary Liability and Crime coverage lines. Underwrite, rate, and service new and renewal submissions and participate in client meetings as required. Develop and maintain agency and...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business of Private/Non-Profit Management Liability. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Join us as Head of Corporate Accounts, Professional Liability/Cyber, Financial Lines to play a key leadership role that will drive business growth. Make your mark in Underwriting 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. About the role The Business Segment Leader, Professional Liability/Cyber Corporate Accounts, Financial Lines will be based in New York and report to the North America Head of Professional Liability/Cyber, Financial Lines. This role will support the development and execution of the strategies for the...

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   S enior   Account Executive, Private Equity   to join our growing team !             This Senior Account Executive role sits within the Private Equity practice of Brown & Brown,   operating   under the specialized platform of Krauter & Company. As a leading full ‑ service international insurance and benefits brokerage, Krauter & Company has reimagined the traditional brokerage model to deliver a more strategic, consultative, and analytically driven approach to risk management. In this position, the broker plays   a central role   in supporting private equity clients and their portfolio companies throughout the investment lifecycle, navigating complex casualty exposures inherent to acquisitions, operations, and divestitures....

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

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, manage broker and client relationships, and help shape product and portfolio strategy for your book 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 coverage terms, exposures, loss history, financials, and supporting information to...

The Executive Risks Interns will work with underwriters using both quantitative and qualitative analytical skills to understand and assess risk profiles and determine appropriate price, terms and conditions of a policy. Other job function expectations include: ensuring appropriate file documentation and compliance; assisting direct manager with various departmental projects as necessary.  Participate in a 10-week intensive internship in the management liability underwriting space.  The Intern will rotate in the following areas: Financial Institutions Underwriting and Public Commercial Underwriting. Assist group in performing tasks designed to gain an understanding of the Executive Risks marketplace   Analyze financial statements, assess various risk exposures, and produce underwriting reports Work with underwriting staff to analyze and improve broker relationships Analyze notable trends and macro factors to help determine optimal portfolio breakdown Research and present a...

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   Employee Benefits Account Manager   to join our growing team in   New York, NY !         The Mid-Market Senior Account Manager   is responsible for   managing an assigned book of business while developing long-term relationships with clients. This position will also   be responsible   for   responding   to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will   interface with   vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and...

Join us as a M&A Analyst, Financial Lines to grow your career at the forefront of transactional insurance. Make your make in Underwritin g AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. 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 impac t Support of underwriting team specializing in underwriting of insurable risks as they relate to corporate M&A transactions (including preparation of deal documents) and development of relationships with M&A source producers (brokers, lawyers and private equity fund principals). The Analyst will support the transactional...