6 director client services jobs found in Tupelo

Description Summary: The Private Bank Service Specialist II, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

Description Summary: The Insurance Solutions Manager - Licensed focuses on developing relationships with our segment partners, sharing our insurance story and helping our partners understand how to identify an insurance need and refer to the insurance team. With a focus on Life Insurance, there will also be consistent opportunities to focus on our personal lines, small business and overall insurance capabilities. Duties and Responsibilities: Develop strong business relationships with regional leaders and colleagues across segments. Develop marketing plans within the framework and direction of management, implement training and referral activity as a follow-up on marketing plans. Act as a general relationship manager for all lines and specialize in technical/product support and issue resolution for product line/s as designated. Travels throughout footprint meeting with Business Segment Partners to set...

Description Summary: The Insurance Sales and Relationship Manager leads Personal Lines sales and service teams within Huntington Insurance, driving production growth, customer retention, referral development, and operational excellence. This role is responsible for developing producers and service professionals, specifically leading the Insurance Green Team that supports internal colleagues who are customers, strengthening partnerships across the organization, and increasing awareness and adoption of Personal Lines insurance solutions among colleagues and clients. Duties and Responsibilities Responsible for training, coaching, and developing producers in conjunction with corporate product and sales training programs. Directs and monitors producer sales plans, goals, activities, and pipeline management. Actively partners with bank leadership, and other internal stakeholders to promote insurance solutions as...

Description Job Summary: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Insurance Surety Account Manager possesses a high degree of product line knowledge and technical expertise. It requires a thorough understanding of the financial reporting and general ledger structure, with experienced review of company Annual and Interim Financial Statements, Personal Financial Statements and WIP (Work in Progress) reports. Works with the producers to service new and existing clients and assist in providing underwriting information for bonding with surety companies. This includes but is not limited to interacting, negotiating, billing and issuing various surety bonds This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and responds in designated time frames while working in a fast-paced environment, acts independently to service a designated book of business, as well as, a producer and...