SB Financial Services Relationship Manager jobs in Louisiana

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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Dealer Relationship Manager (DRM)
  • Stellantis Financial Services US
  • Baton Rouge, LA FULL_TIME
  • Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.

    Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.

    Position Summary:

    Responsible for managing an assigned territory, comprised of Stellantis (STLA) OEM automobile dealerships, to achieve the desired product penetration of indirect auto finance retail installment and lease contracts, commercial fleet accounts and floor plan opportunities in-line with corporate objectives.

    Essential Job Duties and Responsibilities:

    • Serves as the lead point of contact for all dealer relationship matters. This includes retail consumer indirect finance, leasing, floor plan lead generation and small business fleet development lead generation.
    • Develop and conduct effective training to achieve target application and contract volume penetration objectives through SFS OEM dealerships.
    • Ensure that the SFS relationship adds value to the dealership by supporting the achievement of their goals and objectives as well as those of SFS.
    • Conducts effective training on SFS credit guidelines with the dealership's sales managers (including internet) & finance managers to effectively maximize production.
    • Maintains production through establishing relationships with existing dealership personnel, as well as developing new relationships.
    • Develops collaborative, working relationships with the credit and funding departments to achieve desired volume and customer satisfaction levels.
    • Works with loan officer and funder to assist dealerships in resolving problems with contracts received in house.
    • Communicates frequently with management in a collaborative manner to keep them involved in the progress within the territory.
    • Analyze available data to identify challenges and trends within assigned markets.
    • Prepares weekly itineraries, weekly call reports, mileage logs as required to maximize production, sales and service responsibilities.
    • Actively participate in Weekly Sales Roundtable conference calls with Regional Team Members. Attend ad hoc calls and meetings as required.
    • Submits expense reports and mileage logs in a timely manner to their manager.
    • This position involves regular access to specified personal information of consumers, including, but not limited to, Social Security numbers and dates of birth. It is the DRMs responsibility to safeguard this information.

    Qualifications and Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Experience:

    • Minimum 3 years’ experience Dealer Relationship Manager for an indirect auto finance company in a successful production environment.

    Education:

    • High School diploma or a general education degree (GED)

    Skills Required:

    • Proven experience in sales, with a track record of meeting or exceeding sales targets.
    • Excellent communication and interpersonal abilities.
    • In-depth knowledge of sales principles and practices.
    • Ability to analyze data and trends to inform strategic decisions.
    • Proven retail automotive experience

    Qualifications Preferred:

    • Previous experience as a sales representative in a Captive Finance environment is preferred.
    • Overtime required – N/A.
    • Travel 25-50%
    • Must live within a reasonable distance to the following market: Baton Rouge

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Sitting for long periods of time, standing, walking, close vision for computer work, speaking, hearing, lift and/or move up to 10 lbs. Reasonable accommodation will be reviewed upon request.

    Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee is required to work remotely from a corporate or home office as well as manage a field presence to maintain a larger number of dealership prospects and existing customer base. Employee may be required to conduct overnight travel to meet the demands of their dealer base. Employee will be required to report to a Director of Sales, in a collaborative manner, to keep them abreast of all developments within the market.

    Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

  • 25 Days Ago

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Institutional Relationship Manager - Retirement Services
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access t...
  • 24 Days Ago

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Financial Services Manager
  • Tulane University
  • Orleans, LA FULL_TIME
  • The Financial Services Manager is the primary budget and planning resource for assigned Tulane University units and is responsible for managing all aspects of budgeting, including budget development, ...
  • 1 Month Ago

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Branch Manager
  • Advantage Financial Services
  • Thibodaux, LA FULL_TIME
  • Advantage Financial Services is currently seeking a sales-oriented Branch Manager for our Thibodaux, LA branch office. This is a full-time position with base salary and the opportunity for bonus pay b...
  • 17 Days Ago

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Branch Manager
  • Advantage Financial Services
  • Covington, LA FULL_TIME
  • Advantage Financial Services is currently seeking a sales-oriented Branch Manager for our Covington, LA branch office. This is a full-time position with base salary and the opportunity for bonus pay b...
  • 1 Month Ago

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Assistant Manager
  • Advantage Financial Services
  • Thibodaux, LA FULL_TIME
  • Advantage Financial Services of Thibodaux is looking for an experienced consumer finance manager or assistant manager to join our team. This is a full time position that requires a minimum of two year...
  • 1 Month Ago

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Tax Manager - Financial Services
  • Wipfli LLP
  • Minneapolis, MN
  • Referral Details: We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candid...
  • 4/22/2024 12:00:00 AM

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Audit Manager | Financial Services
  • Forvis
  • Louisville, KY
  • Description & RequirementsOur firm provides assurance services that go beyond the compliance function. Alongside the res...
  • 4/22/2024 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...
  • 4/21/2024 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,...
  • 4/20/2024 12:00:00 AM

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Audit Manager - Financial Services
  • Eugene School District
  • Eugene, OR
  • Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
  • 4/20/2024 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,...
  • 4/20/2024 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

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,641 to $86,313

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