182 financial relationship 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...

Position Title Financial Planner   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

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...

Description Huntington's Managing Director is a senior-level leader within the Syndicated and Leveraged Finance team, responsible for originating and executing capital raising and liability management solutions for corporate clients. This role focuses on delivering Huntington’s product expertise in Syndicated and Leveraged Finance (SLF), while maintaining deep relationships with financial and institutional investors and internal coverage teams. The Managing Director will have a defined calling area (by banker, industry vertical, or region) and is expected to meet individual and team revenue targets, contribute to strategic growth, and be recognized by name within the investor community. This position requires a strong command of credit fundamentals, capital markets dynamics, and transaction structuring, with the ability to align client needs with Huntington’s risk appetite and market conditions.   Lead client...

Position Title Senior Relationship Manager - Middle Market (NY Metro)   Location New York, NY 10018   Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within Manhattan and the NY Metro area. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.   Job Responsibilities: New Business Origination:  Developing and maintaining relationships to generate direct deal flow; Coordinate the...

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. There are four Senior State Product Analyst roles open. Ideal candidates would demonstrate: Proven quantitative analysis skillset An ability to generate clear, data-driven insights Excellent communication skills P&C industry experience preferred Job Description Summary Our work is essential to helping Nationwide build future capability to serve customer needs. Keeping existing products relevant and marketable and building new products takes...

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. This Technical Director will focus on the Manufacturing & Distribution industry segments, and can be hired in a remote/work-from-home (WFH) capacity or in one of our offices. Some limited travel is required, averaging 1x/month. Qualified candidates should have an expertise in Commercial Lines Insurance. Strong preference for technical underwriting experience (with authority) and experience underwriting Manufacturing & Distribution accounts. This role...

Position Title Branch Banking Client Consultant I-PT   Location Flushing, NY 11354   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 II-Licensed   Location North Babylon, NY 11703   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...

Primary Details Time Type: Full time Worker Type: Employee VP, Private Company and EPL Claims Leader Location: USA –New York, NY and Chicago, ILL Work Arrangement: Hybrid   The salary range for this role is:  $181,000-$309,000K The Opportunity Provide strategic leadership of the Claims team handling Private Company and EPL claims within Financial Lines and part of the larger Management Liability team. This includes leading and developing a team of claims professionals capable of handling complex claims to optimal resolution for customers and QBE. Provide Analysis and insights into the Private Co claim portfolio, allowing company and underwriting leadership to manage business performance. Your new role: Primary Responsibilities •Develop and lead high-performing claims team with professionals who are capable of independently assessing complex claims while also working collaboratively with their claim, legal and underwriting colleagues...

Job Description Are you looking for your next opportunity? SompoRe has unique opportunities for AVP, Property Facultative Underwriters in our North America Property Facultative team in both the Eastern and Midwest Regions.   SompoRe operates in key markets worldwide, bringing to each account our specialized capabilities for a wide range of reinsurance products and a depth of understanding of local cultures. Our disciplined approach to risk management and claims handling, coupled with strong analytical skills, enables us to provide broad multiline capability to successfully underwrite risks across our clients’ insurance portfolios. With global experience and local expertise in key markets worldwide, SompoRe has deep bench strength across all disciplines and above all, remains a stable and constant trading partner throughout all market cycles.   Location: This position will be based out of our New York areas of New York City, Garden City or Purchase;...

Position Title Group Director   Location Melville, NY 11747   Job Summary The 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 Leads team in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. 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 discretion to make decisions on customer related matters within one’s authority.  Escalates matters to Senior Management...

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a Guardian. Learn more about Guardian at guardianlife.com. Guardian has set out an ambitious growth strategy over the next 5 years, referred to as our Journey To ’30.  This strategy focuses on continuing the growth of businesses by diversifying our product portfolio, increasing our distribution footprint, growing our customer base, and leveraging technology, data and AI as a strategic enabler. This growth strategy requires ongoing transformation across the...

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 Wholesale Cyber business. Recognized as a technical expert in Wholesale Cyber/E&O/Media. 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...

Position Title Sr. Audit Manager   Location New York, NY 10018   Job Summary The Senior Audit Manager is a critical leader within the Internal Audit Department engaging with key stakeholders across the enterprise while managing audit activities across the department. This role drives the development and execution of a comprehensive assurance plan for their area of responsibility and collaborates across the department to ensure the overall Audit Plan is achieved. The Senior Audit Manager serves as the "Auditor in Charge" AIC responsible for ensuring an audit is completed in a timely fashion and high quality. Ensures that internal controls are in compliance with policies, procedures, and agency regulatory and legal guidelines, while providing oversight and leadership to multiple ongoing audits.   Responsible for developing and maintaining positive relationships with auditees, coordinating with Flagstar Internal Audit leadership and staff; exercising professional auditor...

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 Commercial General Liability Property Damage Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office    Summary:    We are looking for a highly capable Senior General Property Damages Claims Adjuster to join our team and work from our New York City office. This individual will report to the Director of General Property Damages Claims Manager who works in the New York office.  This role adjudicates moderately complex commercial general liability property damages claims and provides superb results for our clients.     This is a 100% in-office...

Position Title Branch Banking-Client Consultant I-Float   Location Forest Hills, NY 11375   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Starr Insurance Companies is a global insurance and investment organization providing property and casualty insurance solutions to business and industry, and one of the fastest-growing insurance companies in the world.  Our talented  and experienced associates manage risk and ultimately support the profitable growth of organizations in a dynamic, competitive and ever-changing marketplace. Join us and become part of our talented and passionate workforce. Job...

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: Join our team! Successful and growing title insurance agency seeks a highly self-motivated, detail-oriented, experienced Operations Coordinator to provide direct support to the Managing Director of Business Development to be a part of our team. The Operations Coordinator will serve as a trusted partner, ensuring the seamless coordination of daily operations, communications, and strategic initiatives....