2 project manager jobs found in Rochester

Position Title Branch Banking Client Consultant II   Location Rochester, MI 48307   Job Summary Branch Banking Client Consultant II 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: 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...

Job Description Responsibilities: Provide support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations with a focus on Workers Compensation primarily in our NYS Safety Group Unit. Initiate renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy Review and summarize marketing results and prepare proposals Finalize proposals and presentations in coordination with producers Bind insurance coverage and prepares binders and or delegates certificates issuance Review policies for accuracy and reviews contracts. Prepare summaries and/or schedules of coverage for clients Schedule appointments with clients as requested by sales...