SB Financial Services Relationship Manager jobs in Grand Forks, ND

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
  • Alerus Financial
  • Grand Forks, ND FULL_TIME
  • Description

    Position Summary:
    Relationship Bankers are responsible for enhancing existing relationships and developing new business opportunities. Deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. Assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals. Expected to focus their time developing new business with existing clients 60% and new clients 40%, approximately.

    Essential Responsibilities:
    Job Function 1: Client Service and Growth - 50%

    • Assist clients by demonstrating a deep understanding of Alerus product and services and how these support our clients' goals.
    • Effectively manage, analyze, and grow a portfolio of clients to provide knowledgeable advice to accomplish a high level of financial wellness.
    • Document all relevant client communication and activity in Company CRM to assist in delivering an exceptional client experience.
    • Learn client's financial objectives and provide basic financial guidance & planning utilizing the complete Alerus product offering.
    • Perform regular proactive relationship reviews as defined by segment.
    • Develop strong internal relationships with other client facing team members to serve client's holistic needs.
    • Demonstrate confidence in the following procedures and platforms: consumer and business depository accounts, IRAs, safe deposit boxes, and consumer lending products.
    • Demonstrate ability to network and develop relationships outside of Alerus to help grow a portfolio of clients.
    • Contribute to company growth by executing on new deposit and loan accounts to meet annual goals.

    Job Function 2: Commitment to Branch and Retail Segment Success - 30%

    • Support the successful operations of any branch in market including: opening/closing, transactions, and account service and maintenance. Support the needs of other client facing team members across the company as needed.
    • Actively represent Alerus in the marketplace by getting involved with community organizations and participation in networking organizations.

    Job Function 3: Professional and Personal Development - 20%

    • Develop and maintain a basic level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus' relevancy in its competitive space.
    • Maintain a general understanding of basic financial planning concepts including credit, depository products, investments, income and estate tax planning, protection planning, charitable planning, and liquidity planning.
    • Assume responsibility for career growth and development by proactively establishing an annual personal development plan and presenting to your manager annually.
    • Identify an expertise or niche and actively pursue continuing education, reading, and self-development to enhance skills
    • Maintain solid working relationships with other Alerus professionals, acting as a resource for others.

    Position Requirements:
    Qualifications:

    • Bachelor's degree in Business, Finance or related field or equivalent work experience required.
    • Minimum 5 years of financial services experience.
    • Previous experience utilizing CRM software to track and manage sales opportunities.
    • Demonstrated record of proven sales ability and client service abilities.
    • Proven written and verbal communication skills.
    • Established interpersonal and negotiating skills.
    • Basic math proficiency.

    Personal Characteristics:

    • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
    • Effective communication skills and willingness to work with a team.
    • Strong organizational and time management skills.
    • Ability to manage multiple phases of the sales process.
    • Passionate about serving clients to positive impact their financial wellness.
    • Proven problem-solver.
    • Ability to manage the stressful nature of work and maintain professional composure, attitude, and behavior at all events.

    Physical Demands - Must be met with or without a reasonable accommodation:

    • Extended periods of time at a desk and using office equipment.
    • Ability to operate a personal computer/laptop for approximately 8 hours per day.
    • Extended time is spent reviewing physical and electronic documents.
    • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
    • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
    • Will spend most of time in an indoor environment.
    • Ability to travel as needed to other markets and locations.

    Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

     

  • 6 Days Ago

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Account Manager - Financial Services (German speaker)
  • Publicis Groupe
  • Munich, ND FULL_TIME
  • Company DescriptionPublicis Sapient is a digital transformation partner helping established organizations get digitally enabled, both in the way they work and how they serve their customers. We help u...
  • 5 Days Ago

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Agriculture Relationship Manager
  • Bremer Bank National Association
  • Warren, MN FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • 18 Days Ago

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Relationship Manager Business Banking
  • Bremer Bank National Association
  • Grand Forks, ND FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • 22 Days Ago

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Market Leader Relationship Manager - Agriculture
  • Bremer Bank National Association
  • Crookston, MN FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • Just Posted

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Pexip søker Client Relationship Manager
  • Pexip
  • Oslo, MN FULL_TIME
  • Alt handler om kommunikasjon. Den verden vi lever i er et resultat av vår evne til å kommunisere og samarbeide. I den digitale tidsalderen vi nå lever i, møter vi stadig nye kommunikasjonsutfordringer...
  • 1 Month Ago

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0 SB Financial Services Relationship Manager jobs found in Grand Forks, ND area

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Store Manager Grand Forks ND
  • Holiday Station Stores - Workday
  • Grand Forks, ND
  • Northern Tier BU - Region 02 - Market 09: 2250 S. Columbia Road, Grand Forks, North Dakota 58201 Availability - Shift/Da...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Grand Forks, ND
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Health Physicist
  • Department of Defense
  • Grand Forks, ND
  • Summary Click on "Learn more about this agency" button below for IMPORTANT additional information. This position will su...
  • 3/27/2024 12:00:00 AM

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Pizza Hut - Restaurant Supervisor - Urgently Hiring
  • Pizza Hut
  • Grand Forks, ND
  • Pizza Hut - Grand Forks is currently hiring a full time or part time Restaurant Supervisor for our Grand Forks, ND locat...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Grand Forks, ND
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

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Executive Director North Dakota Museum of Art, University of North Dakota
  • Careerbuilder
  • Grand Forks, ND
  • Executive Director North Dakota Museum of Art, University of North Dakota Grand Forks, ND Opportunity to lead a small bu...
  • 3/26/2024 12:00:00 AM

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Manufacturing Engineering Manager
  • Cirrus Aircraft
  • Grand Forks, ND
  • Job Summary: The Advanced Manufacturing Engineer Manager is responsible for the development and implementation of new an...
  • 3/25/2024 12:00:00 AM

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(USA) Overnight Stocking Coach, Non-Complex
  • Wal-Mart Stores, Inc.
  • Grand Forks, ND
  • Location GRAND FORKS, ND Career Area Business Operations Job Function Business Operations Management Employment Type Reg...
  • 3/25/2024 12:00:00 AM

Grand Forks is 74 miles (119 km) north of the Fargo-Moorhead area and 145 miles (233 km) south of Winnipeg, Manitoba. Grand Forks is on the western bank of the Red River of the North in an area known as the Red River Valley. The term "forks" refers to the forking of the Red River with the Red Lake River near downtown Grand Forks. According to the United States Census Bureau, the city has a total area of 20.09 square miles (52.03 km2), of which, 19.91 square miles (51.57 km2) is land and 0.18 square miles (0.47 km2) is water. Since it is in one of the flattest parts of the world, the city has f...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$61,820 to $81,296
Grand Forks, North Dakota area prices
were up 0.8% from a year ago

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