SB Financial Services Relationship Manager jobs in Connecticut

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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Operations Relationship Manager
  • Global Atlantic Financial Group
  • Hartford, CT FULL_TIME
  • POSITION OVERVIEW 

    The Business Relationship Manager is responsible for the operational relationship with a key business partners in our PreNeed channel, based in Hartford, CT or Batesville, IN.  The candidate will foster a strong partnership while working closely with internal teams to provide proactive operational support. The ideal candidate will demonstrate accountability, collaboration, strong relationship skills and have a drive to excel.

    Key responsibilities include:

    • Proactively support and expand relationships through proactive support for product, technology, and operational initiatives
    • Design solutions to manage and resolve operational opportunities
    • Facilitating research for complex business problems to influence solutions
    • Collaborates with internal partners to provide unified operational support, message coordination and issue resolution to assigned distribution groups
    • Responsible for communicating and facilitating key initiatives and opportunities with internal partners in operations, sales, legal, compliance, IT, etc.
    • Proactively managing relationships through data analysis and reporting
    • Internally aligning strategic priorities, projects and tactical requests
    • Develop strong relationships and constant communication, including regular meetings and visits to gather feedback and ensure service needs are met
    • Partner with sales to identify and act on feedback and trends to enhance the overall producer experience

    QUALIFICATIONS

    • Bachelor’s degree or equivalent combination of education and experience
    • Three (3 ) or more years of progressive professional relationship management experience and three (3 ) or more years of operational or sales leadership experience in the insurance or financial services industry
    • Demonstrated ability to build and maintain relationships internally and externally
    • Excellent communication skills, work ethic and high level of personal integrity and accountability
    • Ability to work in a highly collaborative and fast-paced environment
    • Occasional travel required 

    #LI-Hybrid

    #LI-KS1

  • 15 Days Ago

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Student Financial Services Manager
  • Sacred Heart University
  • Fairfield, CT FULL_TIME
  • About Sacred Heart University: As the second-largest independent Catholic university in New England, and one of the fastest-growing private doctoral institutions in the U.S., Sacred Heart University i...
  • 15 Days Ago

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Manager, Patient Financial Services
  • Eastern Connecticut Health Network
  • Manchester, CT FULL_TIME
  • POSITION SUMMARY: The primary purpose of this role is to provide leadership and direction to members of the billing office staff. This position will manage the day-to-day responsibility of the billing...
  • 15 Days Ago

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Financial Services Program Manager
  • HRA of New Britain Inc
  • New Britain, CT FULL_TIME
  • Description: The Financial Services Program Manager is responsible for the day to day programmatic operations of HRA’s Financial Services Programs (Foundations for Financial Independence, Volunteer In...
  • 1 Month Ago

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Commercial Lines Account Manager
  • Zurita Insurance & Financial Services
  • Milford, CT FULL_TIME
  • Job Summary As Zurita continues to expand its footprint, we seek energetic, self-driven Commercial Lines insurance agents with a strong desire to grow along with our rapidly growing agency! Is working...
  • 14 Days Ago

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Central Relationship Manager - Greater Hartford, CT Area
  • Fidelity Brokerage Services LLC
  • Home, CT FULL_TIME
  • Job Description: Central Relationship Manager To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved...
  • 1 Month Ago

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Tax Manager - Financial Services
  • Moss Adams LLP
  • San Francisco, CA
  • Tax Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering a cul...
  • 4/19/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Salinas, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/19/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Campbell, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/19/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Stockton, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/19/2024 12:00:00 AM

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Budget & Financial Services Manager
  • Shippensburg University
  • Shippensburg, PA
  • Budget & Financial Services Manager Shippensburg University, Shippensburg, PA Full-time, Minimum starting salary $52,214...
  • 4/16/2024 12:00:00 AM

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 4/16/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/15/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/15/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,131 to $97,477

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
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