4401 relationship manager jobs found

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...

Description The Auto Finance Commercial Relationship Manager - TN services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Auto Finance portfolio risks. Must have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance. Duties & Responsibilities: Candidate will develop automotive dealership new client relationships through outside calling sales activities in assigned market area.   Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects. Working through assigned credit partners candidate would follow credit policy, structures, underwriting guidelines...

LOCATION: Hybrid to Melville, NY, Jersey City, NJ, or Summit, NJ Hybrid position Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and...

The Business Relationship Manager II is responsible for building and maintaining strong, collaborative relationships with customers and Managing General Agents (MGUs), while ensuring internal operational needs are met. This role serves as a key connection between external partners and internal departments, including Operations, Underwriting, and Account Management. The BRM leads the onboarding of new clients, manages business data uploads across various platforms and ensures accurate reconciliation and cash application. A strong background in data analysis tools, data transformation, automation, including SQL-based platforms is essential. The ideal candidate will be detail-oriented, analytical, and client-focused, with a strong commitment to operational efficiency and service excellence. Minimum Qualifications: Bachelor’s Degree or equivalent work experience. 7-9 years experience engaging Business stakeholders regarding Client initiatives. Primary Job Functions:...

Description Summary: The Regional Business Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $100 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees.   Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $100MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank...

Position Title Relationship Manager - Private Banking   Location New York, NY 10022   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client; researches and responds accordingly;...

Description Summary: The Regional Banking Relationship Manager IV is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. The Regional Banking Relationship Manager IV role is a more senior level Regional Banking RM and provides credit and mentoring guidance to more junior Relationship Managers.  This role will focus on businesses of greater sales size, cross-sell and negotiating pricing and fees and bring the whole bank to clients. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and...

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...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends,...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Private Banking Relationship Manager will be responsible for supporting our Private Wealth Management division. The incumbent will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit...

Position Title Relationship Manager Senior - Middle Market   Location Work From Home NJ, NJ 08601   Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within New Jersey. 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 team approach to...

Position Title Relationship Manager Team Lead - CRE Originations   Location Work From Home IL, IL 62629   Job Summary The Relationship Manager Team Lead-Commercial Real Estate manages commercial loan relationships of all levels of complexity.  Manages and provides guidance to CRE Relationship Managers in the negotiation and structure of deals. Independently generates and assists team with new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrates a team approach to the relationship.  Facilitates the team’s collaboration with product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists. Provides oversight and guidance in the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages the team’s monitoring of portfolio quality and ensures compliance...

Position Title Relationship Manager II-CRE   Location Hicksville, NY 11801   Job Summary The Relationship Manager II-CRE manages commercial real estate loan relationships and generates new business development and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a moderately complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable laws, regulations...

Description Summary: The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients’ financial status is reviewed, and collateral is appropriately analyzed and verified. Duties & Responsibilities: Responsible for more complex deals. Evaluates all aspects of existing transactions of an assigned portfolio of clients to determine viability of the credit and makes the appropriate recommendations to senior management and credit committee. Credit monitoring includes independent analysis of financial data, collateral trends, industry knowledge, economic conditions in order to form an independent conclusion as to as entity’s financial condition and ascertain the key credit issues/mitigates and what risk exist in current loan structure. Handles a mix of primarily direct and agent deals with multiple bank participants which are larger highly complex deals. Develops a working...

Position Title Relationship Manager - Private/Business Banking   Location New York, NY 10018   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: JOB RESPONSIBILITIES Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client;...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relationship Manager (CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role applies...

Description Summary: The Insurance Sales and Relationship Manager- Property & Casualty Small Commercial is expected to lead a team of Dedicated Insurance Sales Executive in Small Commercial Property & Casualty Insurance Line of Business in addition to managing their own pipeline, new business development and supporting the relationship management of their referral segments.  Their compensation is a base salary, plus first year new business incentive and an annual bonus. Duties and Responsibilities as Manager: Responsible for training and developing producers in conjunction with corporate product and sales training program.  Direct and monitors producer sales plans, goals, and activities. Manages producers to properly record required sales activity information in the agency management system.  Actively supports and monitors activities with bank partners & referrals of more complex opportunities...

Description Job Description Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets,...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Associate Director (Vice President level) to support originating and executing transactions within the project finance and infrastructure segment. The team provides a broad range of debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: power, renewable energy, energy related assets, midstream and infrastructure including Public Private Partnership (“PPP” or “P3”). Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a critical role...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial advice...