SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
The wage for this position is $24.04 - $26.45/hr or $50,000 - $55,000 annually
*Please submit only one application per job title. We are posting this job announcement across multiple locations in a remote work environment*
Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.
Our Values
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
The Role
Guidant Financial is looking for a Remote Shared Services Specialist. The Shared Services Specialist is a customer-centric problem solver supporting small business owners who utilize multiple services offered by Guidant Financial. They can think on their feet, enjoy learning new things daily, and can leverage their cross-departmental collaboration skills to develop and retain clients. They are always looking to improve our Net Promoter Score (NPS) through de-escalation and being a point of contact for their clients to rely on to resolve complex issues. The Shared Services Specialist can identify instances when additional services and products could assist our clients in running and maintaining their small businesses and can sell those products accordingly. This role operates comfortably understanding that they can know a little bit about a lot of things, but not be an expert.
What You'll Be Doing
Additional Functions
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
The wage for this position is $24.04 - $26.45/hr or $50,000 - $55,000 annually
*Please submit only one application per job title. We are posting this job announcement across multiple locations in a remote work environment*
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