SB Financial Services Relationship Manager jobs in Barnstable, MA

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)

B
Relationship Banker - Orleans Financial Center
  • Bank of America
  • Orleans, MA FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 
     
    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 
     
    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 
     
    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

    Responsibilities:
    • Executes the bank's risk culture and strives for operational excellence
    • Builds relationships with clients to meet financial needs
    • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
    • Grows business knowledge and network by partnering with experts in small business, lending, and investments
    • Manages financial center traffic, appointments, and outbound calls effectively
    • Drives the client experience
    • Manages cash responsibilities

    Skills:
    • Adaptability
    • Business Acumen
    • Customer and Client Focus
    • Oral Communications
    • Problem Solving
    • Account Management
    • Client Experience Branding
    • Client Management
    • Client Solutions Advisory
    • Relationship Building
    • Business Development
    • Pipeline Management
    • Prospecting
    • Referral Identification
    • Referral Management
     

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 22 Days Ago

B
Relationship Banker - Fall River - Mariano Financial Center
  • Bank of America
  • River, MA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 22 Days Ago

H
Financial Counselor
  • Harbor Health Services, Inc.
  • Hyannis, MA PART_TIME
  • Harbor Health Services is an innovative, growing, mission-based organization that lives, serves and collaborates with our community members to achieve our mission to help individuals reach their full ...
  • 1 Month Ago

R
Relationship Manager - IMG
  • Rockland Trust Career Site
  • Hyannis, MA FULL_TIME
  • The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while suppo...
  • 26 Days Ago

R
Relationship Manager - IMG
  • Rockland Trust
  • Hyannis, MA FULL_TIME
  • The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while suppo...
  • 26 Days Ago

T
Small Business Relationship Manager
  • The Cooperative Bank of Cape Cod
  • Hyannis, MA FULL_TIME
  • DescriptionThe Small Business Banking Relationship Manager develops and cultivates small business and consumer market share by locating, prospecting and securing client relationships. The Small Busine...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Relationship Manager jobs found in Barnstable, MA area

D
Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
  • 4/19/2024 12:00:00 AM

E
Branch Office Administrator
  • Edward Jones
  • Plymouth, MA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/18/2024 12:00:00 AM

E
Senior Municipal Financial Consultant
  • Eric A Kinsherf
  • Sagamore Beach, MA
  • Job Description Job Description We are seeking a Senior Municipal Financial Consultant! You will be responsible for the ...
  • 4/18/2024 12:00:00 AM

W
Associate Financial Advisor
  • Wh Cornerstone Investments
  • Kingston, MA
  • Associate Financial Advisor Role: The Associate Financial Advisor provides excellent service, operation support to the t...
  • 4/18/2024 12:00:00 AM

R
Full Time Assistant Branch Manager I Nantucket Pleasant Street Branch
  • Rockland Trust Company
  • Nantucket, MA
  • Job Description - Full Time Assistant Branch Manager I Nantucket Pleasant Street Branch (210000G0) **Job Description** F...
  • 4/18/2024 12:00:00 AM

B
LPN - Licensed Practical Nurse
  • Benchmark Senior Living
  • Barnstable, MA
  • Join, stay, and grow with Benchmark. Connect with your calling. We at Harbor Point at Centerville are looking for a comp...
  • 4/18/2024 12:00:00 AM

W
Associate Financial Advisor
  • WH Cornerstone Investments
  • Kingston, MA
  • Associate Financial Advisor Role: The Associate Financial Advisor provides excellent service, operation support to the t...
  • 4/17/2024 12:00:00 AM

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Brockton, MA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/16/2024 12:00:00 AM

Barnstable (/ˈbɑːrnstəbəl/ BARN-stə-bəl) is a city, referred to as the Town of Barnstable, in the U.S. state of Massachusetts and the county seat of Barnstable County. Barnstable is the largest community, both in land area and population, on Cape Cod. At the 2010 census it had a population of 45,193. The town contains several villages (one of which is also named Barnstable) within its boundaries. Its largest village, Hyannis, is the central business district of the county and home to Barnstable Municipal Airport, the airline hub of Cape Cod and the islands of Martha's Vineyard and Nantucket. A...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,165 to $96,206
Barnstable, Massachusetts area prices
were up 1.6% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020