66 director client relationship jobs found

Description The Managing Director - Financial Institutions Group, within the Corporate Bank will be an integral component to the build out of the Financial Institutions vertical at Huntington Bank.  This individual will serve as the lead relationship contact in understanding customer needs and meeting them through the execution of various bank products, services and solutions.    Duties and Responsibilities: Establish a trusted brand in the market with customers and prospects across the financial institutions sector. Develop new-to-firm (N2F) relationships and new-to-existing (N2E) business through thoughtful sector specific advice and solutions. Deliver the bank’s broad suite of products and solutions to deepen customer relationships and advance relationship returns. Promote an in-depth understanding the banks product suite across: credit and finance, capital markets, risk management (IRD, Rates and...

As a Health and Benefits Director , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization.   You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.    The Role   Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits   for   clients.   Responsibilities include:     Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines,...

Description Summary: Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers, that understand the Healthcare financing (Doctors, Dentists and Veterinarians) market, to grow our Practice Finance Group Portfolio. Duties & Responsibilities: Drives business development activity across a specific geography working with external referral sources throughout the Healthcare Sector (COI’s). Develops, qualifies, educates and maintains key COI’s in order to receive loan referrals in market.  Takes an assertive approach to lead development by building trust with COI’s, attending trade shows and networking with affinity groups. Meet with potential Practice loan clients in the market, educate them on the potential right loan product that fits their business needs. Underwriting decision review and debate. Manages a pipeline of loans. Responsible for driving a...

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℠. Job Summary Under direction, provide underwriting and marketing duties by providing high levels of financial analysis, risk assessment and technical underwriting expertise to determine credit quality and underwriting acceptability. Responsibilities and Accountabilities Gather and analyze information, applying appropriate underwriting techniques, necessary to make an accurate evaluation of credit quality & acceptability of risk Prepare and conduct marketing activities within assigned territory/agencies; manage producers within territory including premium collection; Responsible for developing and managing a book of business, meeting/exceeding profitability objectives as...

Description Summary: The Commercial PM - Team Leader is responsible for the development and implementation of a team strategy to meet assigned goals, mitigate risk and underwrite transactions that are originated by the middle market banking team. Ensures that overall portfolio of relationships and transactions are in alignment with the risk profile of the bank. Responsible for maintaining acceptable levels of credit quality, consistent with the bank's credit policies, procedures, and guidelines including regular monthly, quarterly and annual portfolio tracking/reporting within established tolerances. Maintains a highly credible relationship between portfolio management and HNB's credit approval authorities. Develops robust portfolio analysis processes and data capture processes that manage risk and that generate valuable market insights to management and clients that help the bank and clients win. Accountable for...

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℠. We are seeking a forward-thinking Product Owner who thrives in a fast-paced, Agile environment and brings strong experience managing complex work with cross-team dependencies. This role is the ‘voice of the customer’ within the Agile development team and is responsible for supporting the optimization of business outcomes and product development process on our digital transformation efforts. This role will own the product/team delivery roadmap, manage relationships and stakeholder communications, maintain product strategy and business alignment in delivery team backlog and work to deliver results quickly. This role acts as the triangulation liaison and primary communication link between...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Supervisor to join our Life Inforce Operations team in Charlotte, NC. As an Operations Supervisor, you’ll move Pacific Life, and your career, forward through service excellence in quality and efficiency of processing, meeting established service level commitments, and leading positive interactions with customers. Our team plays...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Senior Audit Manager , you will manage audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). This role maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting....

Join us at Towne Insurance! Your career. Your future. Your Towne. At Towne Insurance, we believe a career should be built on relationships, trust, and purpose. As a relationship‑driven organization with a deeply member‑centric philosophy, we empower our teams to serve businesses, families, and communities with integrity and care. We are seeking a Senior Account Manager – Commercial Lines to join our Charlotte team and support commercial clients through expertise, collaboration, and exceptional service.  In this role, you will be a trusted advisor managing complex commercial accounts and partnering closely with producers, carriers, and internal teams. You will play a critical role in delivering tailored commercial risk solutions while ensuring accuracy, responsiveness, and compliance across every client interaction. Your work will directly support Towne’s mission to deliver consultative insurance solutions that strengthen long‑term partnerships and create real...

Position Title Executive Assistant   Location Charlotte, NC 28202   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 assigned...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives...

Description The Vice President, Investment Grade Debt Capital Markets is a mid-career professional within the Debt Capital Markets (DCM) team, responsible for supporting the origination and execution of Investment Grade Bonds and Private Placement transactions. Positioned between senior coverage officers and junior team members, this role plays a critical part in driving transaction success and supporting strategic initiatives across the desk.  This individual will work closely with senior leaders and junior talent to manage the full lifecycle of transactions—from pitch development and investor engagement to execution and closing. The role requires strong technical expertise, market awareness, and leadership capabilities, with the ability to operate independently while contributing to team-wide goals.   Duties and Responsibilities: Lead and support execution of active Bookrunner roles, ensuring timelines...

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℠. The Position Arch is seeking a proactive, results-driven individual to join our Global Internal Audit (“IA”) team as Internal Auditor.  As an Internal Auditor, you will have the opportunity to gain hands-on experience with business processes, risks, and controls. You will also build relationships with business and audit leaders during your participation in IA and Sarbanes-Oxley (“SOX”) program activities. This position offers the opportunity to grow through demonstrated performance and prepare the Internal Auditor for future leadership responsibilities. This role will sit remotely, but candidates must reside in the EST time zone. Key Responsibilities Serve as a team member...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Supports Team Leader or Senior Team Leader with all job functions to learn industry business and job responsibilities necessary for future growth as a Team Leader (3-4 years). Underwrites new and renewal business, approves policy changes, maintains workload and controls written business up to and including the time of binding according to company guidelines and established by CRC procedures....

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Global A&H CRM Business Analyst to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. How you will create an impact We are seeking a Business Analyst to join our dynamic Global Accident & Health team at AIG. This role involves working closely with internal stakeholders to understand their needs, providing training and functional expertise on our CRM & Reporting platform and enabling solutions that drive measurable business value. As a key player in our team, you will leverage your domain knowledge to identify inefficiencies, solve complex problems, and help envision strategic solutions that align with our business objectives. As a Business Analyst, you will facilitate requirement sessions to elicit, document, and analyze CRM business requirements and functional specifications using Agile project...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth. What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅ Build strong...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Personal Lines agent is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and cost.  About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts, acting as the primary contact for any administrative tasks related to a client's policies.  The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts.  These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Bilingual Account Manager to join our Personal Lines team. This position is located at our office in Charlotte, NC. The Account Manager is responsible for providing professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About The Role Answers telephone calls in Spanish/English...