87 client relationship assistant jobs found

Position Title Branch Banking Assistant Leader   Location Waterford, MI 48327   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Branch Banking Assistant Leader   Location Canton, MI 48187   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Executive Administrative Assistant   Location Troy, MI 48098   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of...

Position Title Branch Banking Assistant Leader   Location Monroe, MI 48162   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Assistant Branch Manager   Location Detroit, MI 48201   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver...

Position Title Branch Banking Assistant Leader   Location Grandville, MI 49418   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

The Select Personal Lines Account Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact:  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly • Participating in the retention of...

Position Title Branch Banking Client Consultant I (Part Time)   Location Berkley, MI 48072   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

Position Title Branch Banking Client Consultant I   Location Madison Heights, MI 48071   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking – Client Consultant I   Location Battle Creek, MI 49015   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

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 ADA Accommodation Coordinator Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence:       Dubuque, IA   : 4141 Westmark Drive, Dubuque, IA 52002   Cedar Rapids, IA   : 333 1 st   Street SE Ste. 200 Cedar Rapids IA 52401   Coralville, IA:    3273 Ridgeway Drive Coralville IA 52241   Dublin, OH   : 5500 Glendon Court Dublin...

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 Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...

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.  Summary The Go-to-Market Strategist translates segmentation, messaging, and value propositions into actionable, prescriptive Go-to-Market strategies that drive growth across products, solutions, and industries. This role defines multi-product narratives, cross-sell and...

Description Summary: The Trust Service Specialist II, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more TA's to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager and partners....

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:   $5,000 Sign-On Bonus Payment Terms: $2,500 paid after 30 days of employment, $2500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $28,500 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...

Description Summary: The Private Banking Service Specialist II provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Duties & Responsibilities: Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages. Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise...

Sales Executive Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What We Offer You At HUB...

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:   $5,000 Sign-On Bonus Payment Terms: $2,500 paid after 30 days of employment, $2500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $28,500 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...

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:   $5,000 Sign-On Bonus Payment Terms: $2,500 paid after 30 days of employment, $2500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $28,500 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...

Position Title Branch Banking Client Consultant II - Float   Location Novi, MI 48377-4545   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest...