5 branch banking jobs found

Position Title Branch Banking Client Consultant I - Freeport NY (Part-Time)   Location Freeport, NY 11520   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Description Summary: The HFA 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,...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Allstate’s sales organization is growing its virtual workforce, and we are looking for highly motivated individuals that thrive in a fast-paced sales environment and enjoy being rewarded for their efforts. At Allstate, we are committed to offering a reputable product suite that protects people from life’s uncertainties so they can realize their hopes and dreams. As a full-time Insurance Sales Representative, you will: Engage with active insurance shoppers via inbound/outbound calls, live chat, SMS, and more in a work from home call...

Our Company: Established in 2012, Seek Now provides robust, current, property data to meet the needs of insurance companies along with a variety of property management organization. We accomplish this with our national network of certified independent contractors (“Seekers”) along with our proprietary technology (“Maestro”). With more than 2 million property inspections completed and the current performance of more than 3,000 inspections per day, Seek Now is the leading insurance inspection firm serving 240+ customers. Our  mission  is to help our customers make faster decisions and improve economic outcomes, all while providing a stellar customer experience. We accomplish this through continuously reimagining how information is captured, transformed, and transmitted across all the industries we serve. Our  vision  is to be the leading provider of on-demand, ground truth property data solutions. We do this while creating individual growth opportunities for our...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description PURPOSE OF THE JOB:   A Farm Family Territory Leader is responsible for driving profitable P&C growth in a designated territory.  The role involves engaging in sales, service, and risk management activities to achieve profitability and growth goals, while providing technical and procedural advice to appointed distribution partners. This role will market, manage, and expand all P&C lines of business insurance through select distribution partners, driving profit and premium to meet financial...