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)
Why Choose Baystate Financial for Your Career Path?
In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients.
As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant products.
What you get!
This is an in-office position, so candidates must be local to Plymouth, Massachusetts.
WEBSITE
http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
Compensation:$80,000 - $100,000 at plan commission
Responsibilities:
The culture at Baystate Financial is a simple one - we're a customer-centric, full-service financial firm. Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. At Baystate Financial, our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are – and who we are – as a firm. Join Us!
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0 SB Financial Services Relationship Manager jobs found in Brockton, MA area