2 client manager jobs found in Richmond Heights

Standard Commercial Account Manager Location: Ohio Employment Type: Full-Time and Hybrid Job Summary Are you a relationship-driven insurance professional who thrives on delivering exceptional service? As a Commercial Account Manager (CAM ) you’ll play a key role in supporting and retaining a diverse portfolio of commercial lines clients. You’ll be the go-to expert for coverage placement, policy maintenance, problem resolution, and overall client satisfaction. This position is ideal for a licensed insurance professional who enjoys building meaningful client relationships, navigating complex coverage needs, and helping businesses feel confident and protected. Responsibilities Build & Maintain Strong Relationships - Develop trusted partnerships with clients, underwriters, and producer - Maintain high satisfaction within your assigned book of business - Collaborate with carriers and specialty markets to find the best placement for clients Support...

Position Title Branch Banking - Client Consultant II - Licensed   Location Richmond Heights, OH 44143-2940   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...