10 financial relationship banker jobs found in Plano

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. You will: Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions....

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...

Tokio Marine HCC – Surety Group, a member of the Tokio Marine Group of Companies, has an opportunity for Senior Contract Bond Underwriter at our Plano, TX branch office. Job Summary Under general direction, reviews contract bond applications to evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing. Establishes, maintains and develops agency and/or broker relationships. Has expanded underwriting authority and significant business development responsibility.   Key Responsibilities Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature. Review contract bond applications to evaluate, classify, and rate each risk to determine acceptability and rating. Perform analysis of applicant's financial statements, collateral, and related due diligence. Prepare bond execution and Financial Adjustment Notices (FAN) reports. Approve within given...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Property Broker to join our growing team in Plano, TX! We are a merit-based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be analytical, intuitive, and possess generally good business instincts & critical thinking skills. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Licenses and Certifications: CIC or CPCU designation Skills & Experience to Be Successful: Bachelor’s...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Property Broker to join our growing team in Plano, TX! We are a merit-based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be analytical, intuitive, and possess generally good business instincts & critical thinking skills. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Licenses and Certifications: CIC or CPCU designation Skills & Experience to Be Successful: Bachelor’s...

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.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages highly complex investigations of claims, including coverage...

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.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: When you join the National Accounts Property team, you are responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. You will be recognized as a technical expert in underwriting shared & layered property policies for the National Accounts team. Under general management direction, you will work within broad limits of...