334 customer experience banker jobs found

Position Title Private Client Office Banker, Operations Specialist   Location San Francisco, CA 94104   Job Summary The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures. Pay Range: $103,895 - $116,891 - $131,266   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Ensure PCO adherence to all internal policies and procedures and compliance....

Position Title Private Client Office Banker   Location San Francisco, CA 94104   Job Summary The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Pay Range: $98,778 - $106,050 - $116,150   Job Responsibilities: Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office. Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter...

Pay Range: $5000 - $10000 / month Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness,...

Pay Range: $5000 - $10000 / month Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness,...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a Sr Data Operations Engineer , to join our team in Newport Beach, CA or Omaha, NE. Relocation Assistance may be provided. As a Sr Data Operations Engineer , your primary responsibility will center on data operations within our SaaS Policy Administration platform and its supporting systems. You will oversee the management,...

Join us as a Broker Director to play a highly influential role in protecting our clients and growing our business. Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments. Maximize value from broker consulting and data services to generate actionable insights. Build and sustain strong relationships...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Sr. Underwriter Flood •    Classification: Exempt/ Full-time   •    Reports to: Vice President, Flood  •    Travel: 10-25%  •    Salary: $125,000.00- 150,000.00 Location: United States, Remote/Hybrid   Role overview: DUAL North America, Inc. is seeking a Sr. Underwriter to join the Flood team. The Sr. Underwriter is responsible for the day-to-day...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Associate Underwriter Flood Classification: Exempt/Full-Time Reports to: Sr. Underwriter Travel: 0-10% Salary: $65,000.00-$75,000.00 Location: San Diego, CA, Hybrid Role overview DUAL North America is seeking an Associate Underwriter for the Flood Division.    At DUAL, Associate Underwriters play a key supportive role through the risk...

Objective: The Broker Assistant supports the brokerage team by managing the end‑to‑end processing of new business and renewal accounts across wholesale and surplus lines. This role ensures timely and accurate handling of submissions, quotes, bind requests, endorsements, and policy changes while maintaining complete and precise documentation in the agency management system. The Broker Assistant collaborates closely with Brokers, retail agents, carriers, and internal teams to move submissions forward, resolve outstanding items, and uphold service standards. Through effective communication, workflow management, and strong attention to detail, this role contributes to efficient operations, improved turnaround times, and an exceptional client experience.   Responsibilities Include: Assist Brokers with new business and renewal submissions. Prepare quotes and proposals Utilize API and quoting platforms to streamline the quoting process for new submissions and renewals....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Examiner - Workers Compensation | Roseville, CA (Agile Schedule) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | West Hills, CA (Remote 3 Days) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise...

Job Description Job Description     Job Title :   Carri er   Placement Specialist   Department :   Client Solutions   Location :   West Division       Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including   commercial   property and...

Job Description Job Description     Job Title :   Carri er   Placement Specialist   Department :   Client Solutions   Location :   West Division       Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including   commercial   property and...

Sr Staff Attorney - LM07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford currently has an in-house opportunity for a Senior Staff Attorney to litigate cases focused in the greater Los Angeles Area and surrounding regions. This Remote position is an ideal fit for an experienced Attorney with significant trial and litigation experience in Premises Liability, Products Liability, Construction Site accidents and Commercial/Personal Automobile accidents. The Senior Staff Attorney will strive to deliver the best possible result in pending litigation. In this position the attorney reports to the Staff Legal Managing Attorney or Assistant Managing Attorney. The ideal candidate is an experienced Attorney with...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHO WE ARE Breaking Boundaries for 25 years—and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored...

Company: Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on their needs, history...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As a Business Delivery Requirements Lead, you will play a versatile & vital role in bridging the gap between business needs and IT solutions. Your focus will be on understanding business processes, eliciting business requirements, and translating them into clear, actionable documentation for development teams. You will act as a liaison between stakeholders, ensuring that solutions meet business objectives while adhering to project timelines and quality standards. As business demand and priorities...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health advocate...