Top Tech Jobs & Startup Jobs in Austin, TX

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.

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.

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.

The Producer in Employee Benefits engages in sales activities, screens leads, conducts client meetings, and develops insurance proposals while managing customer accounts.

Responsible for managing relationships with commercial customers, maintaining loan portfolios, and supporting novice relationship managers in providing exceptional service.

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.

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.

Serve as primary advisor for a client portfolio, develop financial plans, recommend tailored investment, insurance, and banking solutions, collaborate with internal partners, deliver client presentations, and grow client relationships while ensuring compliance and excellent client service.

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.

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.