5 insurance advisor community branch network jobs found

Description Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Detroit, MI. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in...

Description This role will be onsite at our Grand Rapids, MI office Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Grand Rapids, MI. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking,...

Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Description Summary: The Wealth & Investment Account Administrator on the Institutional & Specialty Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.   Duties & Responsibilities: Responsible for the complete administration of assigned accounts  Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk  Works closely with support staff to ensure well-organized administration Must take initiative...

Description The Senior Managing Director – Captive Insurance Banking is responsible for the oversight and growth of the business, emphasizing the sale of letters of credit, trust and investment management products in the captive insurance space.  The candidate will provide strategic leadership, foster client relationships, manage financial performance, mitigate risks, and develop a high-performing team. Duties and Responsibilities: Develop and implement the division's strategic plans and initiatives, aligning them with the overall goals of the organization and emphasizing comprehensive customer solutions through the sale of letters of credit, trust and investment management products in the captive insurance space. Provide strong leadership to the banking teams, setting clear objectives and fostering a high-performance culture. Build and maintain strong relationships with corporate, specialty, and...