SB Financial Services Relationship Manager jobs in Bradenton, 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)

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Relationship Banker - Lakewood Ranch Financial Center
  • Bank of America
  • Lakewood, FL 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 role 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. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

    A Relationship Banker (responsibilities):
    • Executes the bank's risk culture and strives for operational excellence
    • Builds relationships with individual clients to meet their 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

    You’re a person who (required skills):
    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
    • Collaborates effectively to get things done, building and nurturing strong relationships.
    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
    • Is confident in identifying solutions for new and existing clients based on their needs.
    • Communicates effectively and confidently, and is comfortable engaging all clients.
    • Has the ability to learn and adapt to new information and technology platforms.
    • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.
    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
    • Efficiently manages your time and capacity.
    • Focuses on results, while acting in the best interest of the client.
    • Can be flexible to work weekends and/or extended hours as needed.

    You’ll be more prepared if you have (desired skills):
    • Experience in financial services and knowledge of financial services industry, products and solutions.
    • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
    • Six months of cash handling experience.
    • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

    Skills Used in this Role:
    • Customer Service
    • Risk Management
    • Consumer Products and Solutions
    • Overcoming Objections
    • Risk Management
    • Cash Management
    • Demonstrating Technology
    • Relationship Management
    • Active Listening
    • Learning Agility
    • Problem Solving
    • Critical Thinking
    • Multitasking

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 21 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Bradenton, FL OTHER
  • Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a...
  • 2 Days Ago

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Teller
  • PNC Financial Services Group
  • Bradenton, FL FULL_TIME
  • Job Description Job Profile Position Overview Teller At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best expe...
  • 23 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • BRADENTON, FL OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 1 Month Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • BRADENTON, FL OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 2 Months Ago

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MANAGER OF OUTPATIENT SERVICES
  • Suncoast Behavioral Health Center
  • Bradenton, FL FULL_TIME
  • Responsibilities: Suncoast Behavioral Health Center opened its doors in 2014 and provides the highest quality of behavioral healthcare for patients in a safe, secure and nurturing environment. Suncoas...
  • 22 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Bradenton, FL area

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Vehicle Acquisition Specialist
  • AutoNation, Inc.
  • Sarasota, FL
  • Mercedes-Benz of Sarasota/Smart Center Sarasota Position Overview The We'll Buy Your Car (WBYC) In-Store Associate will ...
  • 3/29/2024 12:00:00 AM

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Senior Financial Analyst
  • Leeds Professional Resources
  • Bradenton, FL
  • Leeds Professional Resources is working with a client in the Bradenton/Sarasota area that is looking for a Finance Analy...
  • 3/28/2024 12:00:00 AM

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Financial Services Representative
  • Modern Woodmen of America
  • Bradenton, FL
  • READ THE ENTIRE DESCRIPTION BEFORE APPLYING! The ideal candidate we make an offer to join our team will engage in the co...
  • 3/27/2024 12:00:00 AM

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Financial Services Representative
  • Modern Woodmen of America
  • Sarasota, FL
  • READ THE ENTIRE DESCRIPTION BEFORE APPLYING! The ideal candidate we make an offer to join our team will engage in the co...
  • 3/27/2024 12:00:00 AM

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Tax Accounting Manager
  • Howard Howard and Hodges
  • Sarasota, FL
  • Job Description Job Description Howard, Howard, and Hodges specialize in providing accounting, payroll, and tax services...
  • 3/27/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Sarasota, FL
  • Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial ...
  • 3/25/2024 12:00:00 AM

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Financial Planning Associate
  • Northwestern Mutual
  • Sarasota, FL
  • COMPANY OVERVIEW Northwestern Mutual is among the top financial services companies in the industry, helping clients achi...
  • 3/25/2024 12:00:00 AM

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Finance Manager
  • CAMPBELL RV, INC.
  • Sarasota, FL
  • NO RECRUITERS PLEASE (WE ARE NOT INTERESTED) **About Us:** We are a leading RV dealership located in Sarasota, Florida, ...
  • 3/25/2024 12:00:00 AM

Bradenton (/ˈbreɪdəntən/ BRAY-dən-tən) is a city in Manatee County, Florida, United States. The U.S. Census Bureau estimated the city's 2016 population to be 54,437. Bradenton is a principal city of the North Port–Sarasota–Bradenton metropolitan statistical area, which had a 2017 estimated population of 702,281. It is the county seat....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,036 to $85,525
Bradenton, Florida area prices
were up 1.5% from a year ago

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