SB Financial Services Relationship Manager jobs in Illinois

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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Business Banking Relationship Manager
  • Wintrust Financial
  • Naperville, IL OTHER
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

    Why join us?

    • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

    • Competitive pay and annual discretionary bonus eligible

    • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

    • Family-friendly work hours

    • With 175 community bank locations, we offer opportunities to grow and develop in your career

    • Promote from within culture

    The Business Banking Relationship Manager is responsible for the acquisition of new commercial banking clients and the expansion/retention of existing relationships. The ideal candidate will help structure, underwrite, negotiate, and manage complex credit relationships. Other responsible include developing and executing relationship management plans for high value clients; effectively collaborating with client support and product teams as well as senior management.

    What You’ll Do

    • Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation

    • Manage and grow existing customer relationships with businesses that generally have up to $10M in revenue

    • Nurture and develop existing portfolio by assessing and meeting client’s business and personal needs

    • Negotiate proper loan structure and effectively cross sell products

    • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans

    • Build and manage a professional network of COI’s and referral sources

    • Maintain a stable network of prospective customers with a consistent approach to calling

    Qualifications

    • Bachelor’s Degree or equivalent experience

    • Minimum 3 years’ relationship, community, and/or small business banking experience

    • Excellent oral and written communications skills

    • Strong analytical, organizational and time management skills. With the ability to proactively manage and prioritize workflow

    • Strong interpersonal skills with a proven ability establishing client relationships and working in a team environment

    Benefits

    Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

    From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

  • 25 Days Ago

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Senior Relationship Manager, Business Banking
  • Wintrust Financial
  • Mundelein, IL FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology...
  • 6 Days Ago

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Manager Services Management (Network)
  • Discover Financial Services
  • Riverwoods, IL FULL_TIME
  • Discover. A brighter future.With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. An...
  • 10 Days Ago

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Manager Services Management (Network)
  • Discover Financial Services
  • Not Specified, IL FULL_TIME
  • Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. A...
  • 8 Days Ago

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Manager Services Management (Network)
  • Discover Financial Services
  • Not Specified, IL FULL_TIME
  • Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. A...
  • 8 Days Ago

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Manager Professional Services Management
  • Discover Financial Services
  • Riverwoods, IL FULL_TIME
  • Discover. A brighter future. With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. A...
  • 1 Month Ago

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Audit Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
  • 4/18/2024 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
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 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,...
  • 4/16/2024 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

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Sales Manager Financial Services
  • Northwestern Mutual
  • Ann Arbor, MI
  • GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for ...
  • 4/15/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,611 to $92,848

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