25 financial relationship banker jobs found

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Position Summary The Environmental Underwriter/Account Executive is responsible for managing a portfolio of accounts and driving new and renewal business opportunities for Environmental and related casualty insurance. The role assesses risks associated with insuring properties and liabilities, evaluates applications, analyzes data, and determines coverage terms and premiums to ensure sound underwriting decisions. They develop and maintain underwriting practices and guidelines as per delegated authority and build relationships with brokers and other stakeholders in the designated portfolio. What will your job entail? Job Responsibilities: Underwrites new and renewal environmental and related casualty business (including Commercial General Liability, Environmental Impairment Liability, Contractors’ Pollution Liability, Professional Liability and Supported and Unsupported Commercial Excess), analyzes policy forms, broker endorsement requests, and submitted documentation as...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is seeking a Renewal Underwriter to join our growing team in Denver, CO!   The Renewal Underwriter will review renewal insurance applications and assist with new business applications to evaluate, classify, and rate individuals and groups for insurance and accept or reject applications.   How You Will Contribute:   Examines documents such as application forms, inspection reports, insurance maps, and medical reports to determine the degree of risk based on factors such as the applicant's financial standing, age, occupation, accident history, and the value and condition of the property. Reviews company records to determine the amount of insurance in force on a single risk or a group of closely related risks and evaluates the possibility of losses due to catastrophe or excessive insurance. Underwrites or...

Description Summary: Huntington’s Director, Portfolio Management will manage a book of business in the bank’s Financial Institutions (FIG) vertical within Huntington’s Corporate Specialty and Government Banking group.  The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.  Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois Duties and Responsibilities: Underwrite and close broadly syndicated, complex commercial loans Understanding of Financial Institutions Insurance Provide credit recommendations to the appropriate level of credit administration Review loan documentation...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is seeking a Renewal Underwriter to join our growing team in Denver, CO!   The Renewal Underwriter will review renewal insurance applications and assist with new business applications to evaluate, classify, and rate individuals and groups for insurance and accept or reject applications.   How You Will Contribute:   Examines documents such as application forms, inspection reports, insurance maps, and medical reports to determine the degree of risk based on factors such as the applicant's financial standing, age, occupation, accident history, and the value and condition of the property. Reviews company records to determine the amount of insurance in force on a single risk or a group of closely related risks and evaluates the possibility of losses due to catastrophe or excessive insurance. Underwrites or...

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 Sr Account Consultant PRIMARY PURPOSE :  To manage claim caseload of highly complex claims, coverage issues (handling claims against insurance or other companies related to personal, casualty, or property loss of at least $1million) and complex litigation within granted authority level including related financial implications, along with financial implications and to mentor other team members. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Manages claim caseloads...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company   is Seeking a   Broker   to join our growing team in   Denver, CO! The Broker will play a critical role in advising clients on a wide range of insurance products, assessing their needs, and providing customized coverage solutions that meet both personal and business requirements. This role requires a deep understanding of insurance policies, industry regulations, and market trends to deliver the best possible options for clients. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Foster and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company   is Seeking a   Broker   to join our growing team in   Denver, CO! The Broker will play a critical role in advising clients on a wide range of insurance products, assessing their needs, and providing customized coverage solutions that meet both personal and business requirements. This role requires a deep understanding of insurance policies, industry regulations, and market trends to deliver the best possible options for clients. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Foster and...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Local Sales Agent I Location: Colombia...

We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and our Producer in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day-to-day service. In this role, you will: Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures Make major decisions independent of manager approval on the book for which you are responsible Oversee the preparation and implementation...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Territory Sales Manager LOCATIONS: There is one position available. Candidates must reside in and be able to travel within their geographic area. Territory sizes are dependent on the state(s) the candidate manages. Candidate can reside in/near location listed. City to reside in/near: Colorado Springs, CO or Denver, CO Territory : Entire state of CO Overnight Travel: 40%...

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:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 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 $31,500 (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...