3 jobs found in The Woodlands, TX

Description Summary: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

About the Role   We are   seeking   a   skilled Senior Account Manager   to join our   dynamic   Surety   team in Houston, TX.   Key   Responsibilities   Include   Serve as p rimary   client contact for   day-to-day   bonding questions   Buil d   and promote strong relationships with business partners, carriers and all stakeholders vested in the process   Quality control data in Epic, Erlon, and   OneDrive   including client data, surety contacts, bonds, rates, commissions     Communicate   with clients and underwriters through the request process, including the provision of proper underwriting materials   Responds to accounting   and invoice   issues with   appropriate adjustments/corrections   within prescribed timelines   Oversee Account Associate work for accuracy and quality     Assist   in creating proposals and...

About the Role   We are seeking a skilled and experienced Account Executive to lead our Surety strategy and grow our client base in Houston or Dallas, TX .   Key Responsibilities Include   S erve as s trategic point of contact for client ; Conduct and coordinate client services .   Build and maintain effective and sustainable relationships with clients on an enterprise - wide basis ; Work in the best interest of the client and the company to secure appropriate compensation for the company.   Achieve new business sales goals   Positively and proactively represents American Global in meetings, seminars, trade shows, networking events, industry associations, organizations, boards and charities, as appropriate .   Demonstrate proficiency in the sales discovery process (due diligence)   Demonstrate strong knowledge of...