SB Financial Services Relationship Manager jobs in Boca Raton, FL
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)
Recently Added SB Financial Services Relationship Manager jobs
Relationship Banker
- PNC Financial Services Group
-
Beach, FL
FULL_TIME
-
Job Profile
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker within PNC's Retail Branch organization, you will be based in West Palm Beach, FL at the West Forest Hill branch. Bilingual Spanish preferred.
Job Description
Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing.
Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Responsible for managing and growing Business Banking relationships under 1MM in sales revenue. Takes action, using customer information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem partners. Leverages tools and protocols to maximize business results.
Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up.
Customer experience management--differentiates the customer experience through advanced conversation skills. Delivers customer well being through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for mass affluent clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the segment.
Works with branch staff to help them identify mass affluent and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with business clients
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Competencies
Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.
Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.
Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.
Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
Work Experience
Roles at this level typically require a university / college degree with
Education
Bachelors
Additional Job Description
Benefits
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. - Just Posted
Relationship Manager
- Oxford Financial Group, Ltd.
-
Beach, FL
FULL_TIME
- Position Summary: The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates ...
- 1 Month Ago
Financial Services Associate/Manager Trainee
- Amscot Financial
-
Beach, FL
FULL_TIME
- We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
- 14 Days Ago
Financial Services Associate/Manager Trainee
- Amscot Financial
-
Beach, FL
FULL_TIME
- We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
- 14 Days Ago
Association Services Relationship Manager III
- Truist Bank
-
beach, FL
FULL_TIME
- Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:112Please review the following job description:Achieve growth and sales objectives by developing and expand...
- Just Posted
Associate Branch Manager
- Ameriprise Financial Services, LLC.
-
Boca Raton, FL
FULL_TIME
- The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling b...
- 1 Month Ago
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0 SB Financial Services Relationship Manager jobs found in Boca Raton, FL area
Executive Assistant- Financial services exp- hybrid
- Yoh, A Day & Zimmermann Company
-
Palm Beach, FL
- Job Description Job Description NOTICE- Any pay ranges displayed are estimations. Actual pay is determined by an applica...
- 4/24/2024 12:00:00 AM
General Counsel
- South Florida Guardianship Program, Inc.
-
Fort Lauderdale, FL
- Job Description Job Description Member of the Florida Bar in good standing. 2 to 5 years experience with a law firm. Pro...
- 4/24/2024 12:00:00 AM
Financial Advisor- Wealth Management
- NFP
-
Boca Raton, FL
- Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in A...
- 4/24/2024 12:00:00 AM
Senior Pricing Analyst
- Watsco, Inc.
-
Deerfield Beach, FL
- Here is what you will be doing as part of the team: Summary: The Senior Pricing Analyst will be a pivotal resource for G...
- 4/23/2024 12:00:00 AM
Portfolio Asset Manager
- Spencer Ogden
-
Delray Beach, FL
- Asset Manager – Position Summary Our client is one of the largest independent solar energy and energy storage owner & op...
- 4/22/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Delray Beach, FL
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/22/2024 12:00:00 AM
Portfolio Asset Manager
- Spencer Ogden
-
Delray Beach, FL
- Asset Manager Position Summary Our client is one of the largest independent solar energy and energy storage owner & oper...
- 4/21/2024 12:00:00 AM
Executive Assistant- Financial services exp- hybrid
- Yoh, A Day & Zimmermann Company
-
Palm Beach, FL
- Job Description Job Description NOTICE- Any pay ranges displayed are estimations. Actual pay is determined by an applica...
- 4/20/2024 12:00:00 AM
About Boca Raton, Florida
According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,574 to $88,855
Boca Raton, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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