2 business developer jobs found

POSITION SUMMARY Responsible for sales and retention of new and existing accounts. This includes establishing and expanding relationships with other producers, bank personnel and clients to enhance client satisfaction and agency growth. ESSENTIAL REQUIREMENTS Coordinates new sales opportunities. Meets with prospective clients to determine insurance needs. Conducts presentations to business owners and c-suite executives, as needed. Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs). Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff. Provides customer service support to CSAs and clients. Develops rapport with relationship managers to foster referrals. Refers business to banking centers. Refers any additional business needs to other departments within insurance agency. Must maintain a license in good standing with the IN State...

WHAT YOU WILL DO EVERYDAY As a Senior Financial Analyst, you will be responsible for providing in-depth data driven financial analysis and long-range forecasting and planning of the Credit Union. Responsible for supporting the Finance Manager with deriving meaningful insights from historical performance data to drive effective decision making. Provide highly specialized financial consulting, conducts product pricing analysis and recommendations, and identifies key performance metrics and success factors. Accountable for reviewing, analyzing, and recommending the day-to-day investment and wholesale funding portfolio activities, execute the annual budget process, provide analysis to executive management, and lead both deposit and loan pricing committees. Provide analysis and recommendations that drive margin and profitability. This position is responsible for ensuring compliance with pertinent Credit Union policies.   Direct Reports: None   HOW YOU WILL MAKE...