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Fintech
Build and manage long-term commercial customer relationships, grow and maintain a target loan portfolio, originate and refer lending opportunities, monitor credit quality, collaborate with loan teams, and coach associate relationship managers to deliver excellent customer service.
Fintech
Manages and grows a portfolio of wealth management clients, develops financial plans, recommends investment, insurance, and banking solutions, reviews portfolios, and delivers coordinated client proposals. The role emphasizes relationship management, financial advice, regulatory compliance, business development, and exceptional customer service. Required qualifications include a relevant bachelor's degree or equivalent experience, securities and insurance licensing or the ability to obtain licenses within 120 days, strong organization, communication skills, and Microsoft application proficiency.
Fintech
Build and maintain commercial customer relationships, achieve portfolio targets, prospect for new business, coordinate loan requests with internal teams, monitor loan portfolio health, and coach associate relationship managers to deliver excellent service.
Fintech
The Producer in Employee Benefits engages in sales activities, screens leads, conducts client meetings, and develops insurance proposals while managing customer accounts.
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Serve as primary contact for wealth advisory clients; open and maintain trust accounts, process contributions/distributions/transfers, produce daily account reports, perform account reviews to ensure regulatory compliance, and collaborate across teams to resolve client needs with excellent communication.
Fintech
Support producers and account executives by servicing commercial insurance accounts: analyze quotes, review policies, handle policy service and billing, collect underwriting data, assist in renewals and proposals, and maintain account documentation and relationships.
Fintech
Build and maintain commercial customer relationships, grow and monitor a target loan/portfolio, prospect and call potential clients, coordinate loan requests with internal teams, monitor credit quality, and mentor associate relationship managers.
Fintech
Provide policy administration and carrier communication support for commercial lines. Review policies and changes for accuracy, process alterations, issue certificates, assist Account Managers with renewals and loss runs, handle billing follow-up, and maintain client documentation.
Fintech
Support producers and account managers by learning insurance products, preparing proposals, assisting client appointments and renewals, providing customer service, and working toward required insurance licenses through training and mentoring.
Fintech
As a Producer - Life Advisor, you'll sell life insurance by identifying client needs, conducting meetings, and collaborating with colleagues to provide insurance solutions. You will also address client claims and maintain production reports.
One Month AgoSaved
Fintech
As a Select Sales Representative, you'll prospect and service insurance accounts, conduct client meetings, analyze risks, and develop tailored proposals for employee benefits and property insurance.
Fintech
Join Frost as an Associate Relationship Manager I to build and manage small-business customer relationships. Complete formal credit training, analyze financials, prepare loan packages, support loan commitments, meet sales goals, process referrals, and maintain product knowledge while reporting activity and supporting assigned financial centers.
