235 customer experience banker jobs found

Position Title Branch Banking Client Consultant II- Licensed Banker   Location Roslyn, NY 11576   Job Summary Branch Banking Client Consultant II-Licensed 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: 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...

Position Title Branch Banking-Client Consultant II - Licensed Banker   Location East Meadow, NY 11554   Job Summary Branch Banking Client Consultant II-Licensed 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: 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...

Description Summary: The Managing Director - Warehouse Lending for CSG - Corporate Mortgage Finance Group, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer’s needs, meeting them through the seamless delivery of the bank's products, services and associated resources.  You will manage an assigned team of Relationship Manager/Bankers as direct reports; personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group’s Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. This position reports to the Head of CMFG, or another senior leader determined by the Head of the group.  In this role, you will be performing the...

Sr UW Program Manager - UE07DE 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 Client Service Executive (CSE) is responsible for supporting profitable growth and retention of accounts. Additionally, the CSE will understand an account's needs while developing and delivering an end-to-end service offering that differentiates The Hartford in the marketplace. We look to the CSE to support the end-to-end service mission while delivering engaging customer presentations that demonstrate professional diplomacy, articulated messaging and a friendly confidence that drives positive outcomes for our customers. As an integral member of the service team, you support the service mission by delivering customer presentations that...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer:...

Overview AIG Inc.’s Corporate Insurance Department is responsible for mitigating the Company’s operating exposures by maintaining insurance programs and bonds to manage risk at acceptable levels. The Insurance Risk Manager works closely with AIG’s business units internally and externally with brokers, vendors and nonaffiliated insurance companies to transfer the risk of loss by purchasing insurance with an objective to maintain expenses, including the retained loss costs, at reasonable levels and in line with the Company’s risk appetite. Corporate Insurance Department also delivers evidence of insurance, advice and consultation on specific insurance programs, evaluation of risk with mapping to insurance and claims management. AIG’s business units are customers and stakeholders that we serve. Summary of Responsibilities : Analyze and assess the impact of risks of loss arising out of AIG’s business operations Stay abreast of Company’s business and operational changes...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Operations Analyst – Operations (Private Capital) Location: New York, NY Business: Howden Private Capital Team: Operations Role Overview The Operations Analyst supports the Atlantic broking teams throughout the policy lifecycle. As a member of the Operations team, the...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Environmental Claims Adjuster Employment Type:  Full-Time  FLSA Status : Exempt  Location:  Field   Summary:   We are looking for a highly capable Senior Environmental Claims Adjuster to join our team and work from our office in New York City.  We can also consider candidates in our Albany, Chicago, Houston, Los Angeles, Omaha, or Richmond (VA) offices. Alternatively, we can fill this role fully remote except in the states of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT. This individual will report to a manager who works in New York City and is focused on adjudicating first and third party commercial...

Position Title Branch Banking Client Consultant II-Licensed   Location Bayside, NY 11364   Job Summary Branch Banking Client Consultant II-Licensed 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 income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...

Position Title Branch Banking Client Consultant II- Licensed   Location Ozone Park, NY 11416   Job Summary Branch Banking Client Consultant II-Licensed 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 income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s)...

Medical Stop Loss Underwriting Practice Lead – Accident & Health Who we are: American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business: AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential...

Your future team AIG Trade Credit develops insurance solutions that address the exposures of companies globally, and embody AIG’s tradition of innovation, underwriting excellence and bringing to market groundbreaking insurance solutions to corporates. The Trade Credit Senior Underwriter, East Coast will be based in our New York City/Boston/Wilton office with the ability to support and increase the Trade Credit business in the East Coast, work strategies for the region, travel when business requires and underwrite business efficiently. Your contribution at AIG As a Senior Underwriter, you are respected for your deep technical expertise and/or ability to oversee programs and processes. You balance the needs of multiple stakeholders, making sound decisions using data, analysis, experience, and judgment, along with a risk mindset. Ultimately, you take ownership for key outcomes. How you will create an impact Developing strong relationships with brokers and clients...

Multinational Producing Office Administrator Join us as a Multinational Producing Office Administrator to grow your career at the forefront of multinational insurance. Make your mark in Multinational AIG’s Multinational business is an exciting area that provides multinational insurance solutions for our global customers, empowering them to navigate their cross-border risks with confidence and consistency. AIG Multinational professionals have the diverse skills and expertise necessary to deliver customized, compliant and seamless solutions that support our clients’ risk management objectives. You can work alongside a dynamic, multi-disciplinary team to explore new opportunities for customers. Role Summary Primarily internal facing role providing administrative support on an assigned portfolio of Tier 1-3 programs in support of the Multinational Client Executives, Multinational Client Coordinators and Product Underwriters.  Provides end to end servicing of Tier 4...

Overview This position is responsible for handling residential real estate closings from beginning to end. This includes keeping buyer, seller, real estate agent, lender and mortgage broker up to date throughout the transaction as well as clearing title, closing, balancing and disbursing escrow funds, recording documents to convey and insure title, and other ancillary tasks that relate to the issuance of title insurance. Responsibilities · Review residential purchase/sale contracts and comply with all terms. · Review title commitment and clear curative items. Identify any potential issues or encumbrances and work to resolve. · Prepare and issue Closing Protection Letters, title curative documents and transfer documents. · Coordinate Closings with all parties involved. · Ensure compliance that all transactions meet the regulations as well as company policies and procedures. · Ensure all documents are properly...

Position Title Treasury Management, Product Manager Sr - HNW Deposit Products   Location New York, NY 10018   Job Summary A Treasury Management-Product Manager Sr is responsible for the research, design, development, and delivery of new value-added products to augment and enhance product lines, improve competitive position, and increase revenues while ensuring compliance with industry regulations and rules. Employs an end-to-end view of payment products across the enterprise, first taking measure of the bank’s current capabilities and then layering over these products the lens of the customer. Stays informed on evolving technologies and markets to ensure the bank is consistently on the forefront of next generation products and services, and employs that knowledge in developing and delivering products that will ensure market leadership. Collaborates with a cross functional team of professionals to ensure integration with sales, marketing, operations, technology, and...

Position Title Auditor   Location Hicksville, NY 11801   Job Summary The role of the Auditor is an important part of the Internal Audit Department working with a team to identify key risks and controls in their area of focus. The Auditor supports the goals and objectives of the Internal Audit Department through testing and risk identification. The Auditor maintains a high level of professionalism and adds value to the company through their adherence to industry standards and delivery of unbiased and accurate work. The Auditor supports the Senior Auditor and Auditor in Charge (AIC) by ensuring testing and workpapers are completed timely and with high quality. Assists in the preparation of audit documents associated with audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents. This position will assess policies, procedures and supporting processes and help ensure compliance with regulatory requirements. This...

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 Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job...

Position Title Associate Group Director - First Vice President   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in AIG Risk Management  AIG is seeking a motivated Underwriter to contribute to our AIG Risk Management (AIGRM) team. AIG’s strong brand in the market has allowed for excellent client retention and relationships, along with our desire for strong growth and thus the need for underwriting resources. We consistently provide clients with impeccable service, creative solutions with the use of technology, and a well-known established platform.  Our underwriters constantly deliver in an ever-changing marketplace and world. Areas of focus will be around our core coverages, General Liability, Auto Liability, and Workers Compensation.  In this role, you will be responsible for underwriting and servicing an existing renewal book along with...

The Customer Care Representative answers questions and resolves problems initiated by insureds and carriers via telephone, mail, and e-mail.  Most questions concern coverage, claims, cost, or billing and may require research or referral to resolve. Significantly contributes to business retention efforts.  Your Impact:  Answers all incoming telephone calls promptly/professionally and documents calls in accordance with department protocols.   Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.    Provides accurate information to insured in accordance with company policy or research information, when necessary (i.e., use computerized system to verify coverage, payment received, etc.)  Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution.    Obtains comparative quotes on personal lines insurance (i.e., automobile,...