33 branch banking client platform specialist jobs found

Position Title Branch Banking Client Platform Specialist   Location Staten Island, NY 10314   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Brooklyn, NY 11229   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent...

Position Title Branch Banking Client Platform Specialist   Location Bellmore, NY 11710   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent...

Position Title Branch Banking Client Platform Specialist   Location Delray Beach, FL 33446-1395   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Coral Springs, FL 33065-5042   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Howard Beach, NY 11414   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Position Title Branch Banking Client Platform Specialist   Location Farmingdale, NY 11735   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent...

Position Title Branch Banking Client Platform Specialist   Location Roslyn, NY 11576   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent mov...

Position Title Branch Banking Client Platform Specialist   Location Ozone Park, NY 11416   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent...

Position Title Branch Banking Client Platform Specialist   Location Staten Island, NY 10309   Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards.   Job Responsibilities: Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with...

Description Summary The Treasury Management Service Specialist II – Commercial Real Estate (CRE) supports clients within the Commercial Real Estate and CIC business segments by delivering high‑touch treasury management onboarding, implementation, and advanced service support. This role focuses on real estate owners, operators, developers, investors, and related entities that require sophisticated operating account structures, cash flow management, and payment solutions. The TM Service Specialist II partners closely with Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure accurate execution, strong risk management, and consistent, high‑touch client experience aligned to the needs of CRE and CIC clients. Key Responsibilities Client Onboarding & Implementation (CRE / CIC Focus) Manage end‑to‑end onboarding, implementation, and product maintenance for CRE and CIC...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

Description Summary: The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs. This role includes responsibility for managing multi‑entity implementations, resolving escalations, mentoring junior specialists, and partnering closely with Relationship Managers and Treasury Sales. The TM Service Specialist II builds depth across the core treasury product suite. Duties and Responsibilities: Client Onboarding & Implementation Leadership Manage end‑to‑end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and go‑live readiness. Serve as onboarding coordinator and project manager for implementations supporting multi‑entity structures, centralized treasury models, and...

Description Summary: The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking and Commercial clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point into the Treasury Management Service Specialist career path, and focuses on executing standard implementations, supporting client adoption, and resolving routing service issues while building the skills required to progress into more complex treasury work. The TM Service Specialist partners with Relationship Managers, Treasury Sales, Operations, and Product teams to deliver accurate implementations, timely service, and a positive client experience. Duties and Responsibilities: Client Onboarding & Implementation Execute standard treasury onboarding, implementation, and product maintenance for Business Banking...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Bilingual (English/Spanish) Claims Service Specialist – Tucson, Arizona Your Impact at GEICO  As a Bilingual (Spanish/English) Auto Claims Specialist,  you’ll reassure customers and offer solutions when they need us the most with...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Learning Operations Specialist to join our Learning & Development team. This role will lead the design, execution, and continuous improvement of the enterprise learner experience across systems, communications, and engagement channels. This...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Your Impact at GEICO         As a Bilingual (Spanish/English) Auto   Claims   Specialist,   you’ll   reassure customers and offer solutions when they need us the most with empathy   and...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary The Senior Channel Specialist, Paid Search & Affiliate Marketing is an...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Insurance Sales Agent AAA – The Auto Club Group | Madison, WI Full ‑ time | W ‑ 2 | Base Pay + Incentives + Full Benefits $2,500 Signing Bonus for new hires AAA – The Auto Club Group | Madison, WI Full‑time | W‑2 | Base Pay + Incentives + Full Benefits Looking to build a stable sales career with real benefits? Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent- no insurance background required   If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Why This Role Works for Many Candidates Reliable base pay plus performance incentives —earn more as you grow Full benefits...

Marketing & Communications Specialist  Are you a creative marketing professional with a background in commercial insurance who enjoys combining strategy, communication, content creation, and business development support in meaningful work? R&R Insurance Services is seeking a Marketing & Communications Specialist to support our Commercial Lines practice in Waukesha. This role blends campaign strategy, digital communications, content development, branding, and sales support, while helping strengthen the R&R brand across the agency. If you thrive in a collaborative environment and enjoy turning ideas into effective marketing, communication, and business development initiatives, we’d love to connect. What You'll Do As a key member of the team, you’ll support marketing initiatives that strengthen client relationships, drive business development, and elevate the R&R brand. Responsibilities include: Coordinate marketing campaigns and communications,...