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)
We are a Dallas-based wealth management firm that provides investment advice, comprehensive tax strategies, and financial planning services. We are looking for a dynamic team player to join our firm.
We are actively seeking a Financial Client Relationship Manager. This position provides support by performing case analysis tasks that enable the exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives Firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client presentation with the intent of addressing the client’s holistic planning needs.
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Note: Only qualified candidates will be contacted.
Job Type: Full-time
Pay: $52,000.00 - $62,000.00 per year
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Work Location: In person
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