SB Financial Services Relationship Manager jobs in Essex, VT
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
Business Banking Relationship Manager
- Manufacturers and Traders Trust Co
-
Burlington, VT
FULL_TIME
- Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank’s relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. Achieve sales goals with minimum expectations as follows: Revenue of $150M to $4000M. Loan production of $4MM to $8MM. Deposit balance production of $400M to $2MM. Manage loan portfolio of $7.5MM to $20MM. Oversee approximately 15 to 40 relationship managed clients. Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. Scope of Responsibilities: Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. Education and Experience Required: Bachelor’s degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $80,372.25 - $133,953.75 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Burlington, Vermont, United States of America At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000 employees. We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts We need you. Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
- 2 Days Ago
Branch Relationship Manager
- Bar Harbor Bank & Trust
-
Royalton, VT
FULL_TIME
- Description We offer a competitive salary, medical/dental/vision/life insurance, paid holidays, 401(k) plan, paid time off, incentives, wellness program, and continuing education benefits. Bar Harbor ...
- 28 Days Ago
Client Relationship Manager
- VC3
-
Williston, VT
FULL_TIME
- This key position is one of the primary points of contact for our clients. The Client Relationship Manager focuses on assisting our clients to navigate their service needs, ensuring proper escalations...
- 1 Month Ago
Patient Financial Services Representative
- The Health Center- Plainfield
-
Plainfield, VT
FULL_TIME
- Position Title: Patient Financial Services Representative Position Summary: Responsible for the timely collection of patient accounts, setting up and monitoring payment plans, and working with an atto...
- 22 Days Ago
Student Financial Services Counselor
- University of Vermont
-
Burlington, VT
FULL_TIME
- Position Details Advertising/Posting Title Student Financial Services Counselor Diversity Statement The University is especially interested in candidates who can contribute to the diversity and excell...
- 27 Days Ago
Financial Specialist- Full Time
- BalancedCare Community Services Inc
-
Junction, VT
FULL_TIME
- DescriptionA nationwide company that is moving into the state of Vermont. If you have financial experience and like helping people budget their finances this is an opportunity for you. This individual...
- 3 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Essex, VT area
Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Burlington, VT
- Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
- 4/26/2024 12:00:00 AM
Financial Advisor
- Gateway Retirement Solutions
-
Burlington, VT
- Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Ve...
- 4/26/2024 12:00:00 AM
Financial Advisor
- Gateway Retirement Solutions
-
Burlington, VT
- Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Ve...
- 4/24/2024 12:00:00 AM
Internal Revenue Agent - 12 Month Roster
- Department Of The Treasury
-
Burlington, VT
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Burlington, VT
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/24/2024 12:00:00 AM
Senior Finance Manager, Business Partnering
- Wolseley Inc
-
Burlington, VT
- Senior Finance Manager, Business Partnering page is loaded Senior Finance Manager, Business Partnering Apply locations B...
- 4/24/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Burlington, VT
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/23/2024 12:00:00 AM
Associate Financial Advisor (In-house)
- Seven Days Jobs
-
Burlington, VT
- Job ID: 007HBALocation: Hybrid Burlington, Vermont and RemoteStatus: Full timeSalary$55,000 $70,000 commensurate with ex...
- 4/23/2024 12:00:00 AM
About Essex, Vermont
Essex is the most populous town in the U.S. state of Vermont and the second most populous incorporated area in Chittenden County, Vermont and the entire state of Vermont, with the first (in both cases) being Burlington, Vermont at 42,452 according to a 2015 U.S. census estimate. Essex has an estimated population of 21,199 in 2016. The village of Essex Junction is located within the town, and that village is home to the state of Vermont's busiest Amtrak station and largest private employer, GlobalFoundries. Vermont Route 289 crosses the town from east to west.
Essex is located in central Chitte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$68,816 to $90,488
Essex, Vermont area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does an SB Financial Services Relationship Manager do?
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