153 financial relationship banker jobs found

Position Title Segment Marketing Manager Sr   Location New York, NY 10018   Job Summary The Segment Marketing Manager Sr is an expert level individual contributor responsible for developing and executing the marketing strategy that supports assigned business(es). This role owns the vertical marketing strategy, content, and banker enablement for the assigned business(es), ensuring that every banker goes to market with a consistent, credible, and compelling Flagstar story that builds trust and advances client relationships before a conversation ever begins. This is a high-ownership, high-craft role. The Segment Marketing Manager operates at the intersection of strategy and execution, developing the programs, content, and materials that make marketing a genuine growth partner to the business. The right candidate brings deep experience in B2B (or B2C) or financial services marketing, exceptional content and storytelling instincts, and the ability to build industry-best...

Position Title Segment Marketing Manager Location New York, NY 10018 Job Summary The Segment Marketing Manager is a senior individual contributor responsible for developing and executing the marketing strategy that supports assigned business(es). This role owns the vertical marketing strategy, content, and banker enablement for the assigned business(es), ensuring that every banker goes to market with a consistent, credible, and compelling Flagstar story that builds trust and advances client relationships before a conversation ever begins. This is a high-ownership, high-craft role. The Segment Marketing Manager operates at the intersection of strategy and execution, developing the programs, content, and materials that make marketing a genuine growth partner to the business. The right candidate brings deep experience in B2B (or B2C) or financial services marketing, exceptional content and storytelling instincts, and the ability to build industry-best pitchbooks and...

Position Title Field Marketing Manager   Location New York, NY 10018   Job Summary The Field Marketing Manager is responsible for the end-to-end execution of field marketing programs across assigned business lines and markets. This role translates marketing strategy into high-quality, on-the-ground activations that drive client engagement, support banker relationship development, and contribute to pipeline growth. The Field Marketing Manager owns program delivery from planning through execution and performance tracking, ensuring all initiatives are on-brand, on-budget, and aligned to business priorities. This role partners closely with business line stakeholders and cross-functional marketing teams to deliver consistent, measurable market presence.   Job Responsibilities: JOB RESPONSIBILITIES     Program Execution & Campaign Management Execute end-to-end field marketing programs across channels including events, sponsorships, digital...

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...

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 Director Employee Relations (Banking & Financial Services ER) Location Hicksville, NY 11801 Job Summary The Director - Employee Relations leads Flagstar’s Employee Relations function and serves as a trusted advisor to Human Resources, Legal, Risk partners and the enterprise on complex workplace matters. This role is responsible for establishing and executing the Bank’s employee relations strategy, ensuring consistent application of policies and practices, mitigating employment-related risk, and fostering a fair, respectful, and compliant workplace culture. The Director leads a team of Employee Relations professionals and provides expert guidance on investigations, performance management, workplace conduct, conflict resolution, accommodations, policy interpretation, and other employee relations matters. This role balances risk management with practical business solutions while supporting the Bank’s culture and strategic objectives; monitoring the effect...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Senior Underwriter in our Financial Institutions (FI) team. Our Sompo Financial Institutions team offers diverse capabilities targeted at providing Directors & Officers (D&O), Errors & Omissions (E&O) Employment Practices (EPL), Fiduciary (FLI), and Fidelity as part of our portfolio of products. We work through a network of Retail & Wholesale brokers who share our commitment to long-term partnerships built on a strong service proposition. Location: This position will be based out of our New York, NY office. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportun ity: What you’ll be doing: • Underwrite and maintain a profitable portfolio of Financial Institution risks with a focus on the Eastern region that will...

Position Title Branch Banking Client Consultant I   Location New Hyde Park, NY 11040   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 Hewlett, NY 11557   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

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...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Overview The Lead Claim Examiner is responsible for prompt and efficient investigation, evaluation and settlement or declination of insurance claims through effective research, negotiation and interaction with insureds, claimants and medical providers. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of AmTrust and the Claims organization. Responsibilities   Follows AmTrust policies and procedures in managing claims. Investigates the claim and coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured, claimant, witnesses and medical providers. Evaluates, establishes, maintains and adjusts reserves based on fact, company standard and experience. Skillfully negotiates claims, turning adverse perspectives into quick resolution. Gains trust of other parties to negotiations and demonstrates good sense of timing....

Position Title Branch Banking Client Consultant II-Licensed   Location Lawrence, NY 11559   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   Location Howard Beach, NY 11414   Job Summary Branch Banking Client Consultant II 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...

Position Title Branch Banking - Client Consultant I-PT   Location Staten Island, NY 10312   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-Part-time   Location Farmingdale, NY 11735   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 Roslyn, NY 11576   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 account...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   Commercial Lines Account Executive to join our growing team in   Garden City, NY!     The Commercial Lines Account Executive will retain and grow business by servicing and managing client and prospective client relationships both internally and externally collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.     How You Will Contribute:     Build, maintain, and manage relationships with clients, prospects, carrier partners, and internal teams. Identify coverage gaps and provide clients with appropriate insurance solutions. Conduct loss analysis, coverage reviews, policy form evaluations, and assist with claims questions. Handle policy servicing tasks including...