15 regional banking sales and service coordinator ii jobs found

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

Description This position is in-office. Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a remote position, but candidate must live in Dallas/Fort Worth area. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of...

The Regional Account Manager serves as the primary strategic liaison between CorVel and assigned customers, acting as an extension of the client organization. The role is responsible for client retention, revenue growth, service excellence, stewardship reporting, contract management, and identifying opportunities to expand CorVel services. This position can be hybrid or remote. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Manage regional accounts with at least $1M in annual revenue per account and portfolio exceeding $5M Drive revenue growth through expansion of existing accounts and introduction of additional CorVel services Build and maintain executive-level client relationships Ensure client satisfaction, retention, and achievement of contractual services Oversee accounts receivable activities in partnership with operational leadership Lead client stewardship meetings and provide consultative guidance based on account trends and business needs Proactively...

Description Are you looking for an opportunity to join a fast-growing company that consistently outpaces the industry in year-over-year growth? Liberty Mutual offers exciting openings for Workers Compensation Senior Claims Specialists within the Central Region!   As a Senior Claims Specialist, you will work within a Claims Team, using the latest technology to review, analyze and process claims that are routinely characterized as moderately complex to complex within assigned authority limits. This includes making decisions about liability/compensability, evaluating losses, negotiating settlements and managing an inventory of commercial property/casualty claims involving bodily injury or property loss. You may also assist the Claims Team Manager with assigning new claims to team members, providing technical direction, and monitoring caseloads.   Training is a critical component of your success, and that success starts with reliable attendance. Attendance...

Plans and delivers safety/risk management services to insured customers and internal associates. We are currently seeking a risk control professional that is technically proficient, self-motivated and results driven to fill an open position within our West Shared Services division. You must be able to conduct comprehensive safety and risk management assessments, provide our Underwriting teams with a strong analytical opinion of risk to support our goal of profitable growth within variety of middle to large premium market segment for Dealerships, Construction, Manufacturing, Wholesale Trade, Retail, Commercial Real Estate and Service industries.  In addition, the successful candidate will develop close relationships with our agents and policyholders, conducting selected safety seminars and training, to build the value-added service that Sentry is known for. The ideal candidate's preferred location would be in or around the Western Washington area, including Seattle, Tacoma and...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management Client...

FINANCIAL OPERATIONS ANALYST II JOB DESCRIPTION   LEVEL CLASSIFICATION   This is a senior-level individual contributor role for experienced professionals who   demonstrate   advanced analytical capabilities, independent judgment, and the ability to manage complex financial operations across broader organizational scope. The Financial Operations Analyst II   operates   with a high degree of autonomy, serves as a subject matter resource for the team, and provides light mentoring to Analyst I staff.   GENERAL DESCRIPTION   Responsible for providing advanced operational accounting, business analytics, and process oversight in the operations department. Must be able to accurately compute, report, and verify numerical data in a professional and knowledgeable manner, ensuring adherence to company policies and general accounting principles. Exercises independent judgment to resolve complex issues,   identify   process improvements, and...

The CERIS Implementation Director is responsible for providing strategic leadership and oversight for the implementation of new and existing client programs, product enhancements, and service expansions. This role ensures the successful execution of complex implementations while aligning implementation strategy with organizational objectives, operational readiness, and long‑term client success. The CERIS Implementation Director works closely with executive leadership, Account Management, Implementation Managers and Coordinators, IT, Operations, Product, and Sales to ensure consistent, high‑quality delivery and a seamless transition to ongoing account management and field operations. This role is also accountable for leading and developing the Implementation team and continuously improving implementation processes across the organization. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides overall leadership and accountability for the...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...