8 financial relationship banker jobs found in Traverse City, MI

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 Non NMLS, 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, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

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 Non NMLS, 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, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

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 Non NMLS, 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, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary:   Provide claims advocacy, program analysis, and risk services to clients working in conjunction with the Senior Claims Leaders, and the Placement Teams.  Claims advocacy for clients requires consultation, pro-activeness and added value to the process.  Essential Duties and Functions: Assists clients in reporting claims to carriers, advises on managing emergency services, and how to begin documenting the claim.  Consider and advise the client on any other resources such as restoration firms, engineering consultants, or claim preparation services. Assist clients with managing cash flow by advocating for early advance payments and ongoing partial payments as desired by the client. Throughout the process anticipate potential issues and communicate to the client and the adjustment team. Provide advice and guidance on carrier...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Absence Consultant will consult with internal sales and account management teams, as well as with external national account clients, on a wide variety of complex projects including: FMLA, Sick Pay, Salary Continuance, Statutory Disability, Short-term Disability, Long- term Disability, Vacation and Paid Time-off (PTO) and other employer sponsored leave programs. The role will serve as a subject matter expert for our client service team members and partner internally to create client deliverables, contribute to client management and business activities, and participate in the creation of new intellectual capital. The ideal candidate for this role is someone who has expertise within a national accounts broker focusing on absence and disability programs consulting. Experience on the broker side of the business is a...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.   About the role: The National Accounts - Account Executive is responsible for maintaining persistency on an assigned book of business and oversees all aspects of Strategic Non-Medical Solutions (SNS)’ consulting services provided to our clients on the absence and disability programs. Core Responsibilities: include the following. Other duties...

Description Summary: As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a...