95 financial relationship banker jobs found

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients’ financial status is reviewed, and collateral is appropriately analyzed and verified. Duties & Responsibilities: Responsible for more complex deals. Evaluates all aspects of existing transactions of an assigned portfolio of clients to determine viability of the credit and makes the appropriate recommendations to senior management and credit committee. Credit monitoring includes independent analysis of financial data, collateral trends, industry knowledge, economic conditions in order to form an independent conclusion as to as entity’s financial condition and ascertain the key credit issues/mitigates and what risk exist in current loan structure. Handles a mix of primarily direct and agent deals with multiple bank participants which are larger highly complex deals. Develops a working...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Provide quality customer service via phone, email, and chat in a contact center. Resolve issues using standard procedures under close supervision. What You'll Do   Take the customer service skills you have acquired over the years to the next level or make a change and start down your new career path today with our growing team of Service Professionals at one of the largest mutual insurance companies in the U.S.!   **New hires receive a $1,000.00 sign on bonus over the course of their first year, with bilingual new hires receiving a total of $1,500.00** **New hires with a Property & Casualty Producers License receive an additional $1,000.00 sign on bonus, paid over 5 months, on top of our standard new hire bonus**   As a member of Sentry’s Customer Service Team, you will be the first phone contact with our customers. In addition, you will: Ensure a quality customer experience for our insureds and customers by reducing friction points and...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Position Summary The Senior Strategic Partner Executive is responsible for developing, managing, and growing strategic partner relationships that drive business value, premium growth, customer acquisition, retention, and market expansion. This role serves as the primary relationship owner for assigned...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Overview   The Claims Division is seeking a team member to join the Executive Assurance Team as Senior Claims Examiner. In this role, the responsibilities include but are not limited to actively manage and effectively oversee assigned caseload for a variety of claims, including Public D&O, Private Company D&O, Financial Lines, Private Equity, Transaction Risk and Commercial Crime related claims.    Primary Responsibilities    Identify and assess coverage issues, draft coverage position letters, and retain coverage counsel, when necessary as well as review coverage counsel's opinion letters and analysis  Develop and implement strategy relative to coverage...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Position Summary The Senior Strategic Partner Executive is responsible for developing, managing, and growing strategic partner relationships that drive business value, premium growth, customer acquisition, retention, and market expansion. This role serves as the primary relationship owner for assigned...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Our Executive Liability Division underwrites Directors’ and Officers’ Liability Insurance, Employment...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Responsible for the development, implementation, analysis and maintenance of business systems impacting the general ledger. Completes journal entries and account reconciliations related to the business system processes. Establishes and maintains accounting policies and control within the general ledger. How does this role make an impact? Represents the department in providing recommendations related to projects that impact the ledger which includes requirements, report building, assisting in testing and implementation.  Reviews or completes account reconciliations,...

Scope This is an opportunity to join a high-impact marketing team focused on advancing key business priorities. We are seeking a seasoned marketing professional to support Distribution and Field leadership, by translating business priorities into clear, effective marketing strategies that strengthen broker and client engagement, support go-to-market priorities and elevate the consistency and impact of marketing programs. The Distribution organization is structured across three core engagement areas: retail broker engagement, wholesale broker engagement, and client engagement, each with distinct audiences, relationship priorities, and growth objectives. Serving as the key marketing partner across all three areas, this role will help strengthen relationships, deepen market engagement, and support growth through integrated marketing initiatives. This role will also help drive a robust North America events strategy aligned to priority growth areas and designed to elevate our...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Leads and directs an underwriting group and is accountable for business results through overall management, profitability, and business development of a book of Cyber/E&O business throughout the Midwest. In conjunction with senior management, works within the highest limits of authority. Has regional, industry, segment, or company-wide scope of responsibility. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Directs the work activities and has full management responsibility for the performance and development of subordinate staff in accordance with corporate strategic direction. Onboards,...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....