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 live in a fast changing world, full of challenges and opportunities. In order to succeed as a business, it's crucial to react swiftly to these changes.
Join the BDO family, a worldwide consulting firm where you can bring your own personality into your job! We help organisations grow sustainably with our expertise in audit & assurance, tax & legal, advisory and accountancy.
At BDO, you are not just a number. Your well-being and development are just as important to us as the personal, hands-on advice and pragmatic solutions we offer our clients. Because if you grow, so do we and so do our clients. That is why our slogan is 'Let's Grow Together'!
As part of BDO’s advisory department, the Strategy & Transformation's Team pursues the mission of helping our clients in various sectors to work more (cost-)efficient, customer-focused, people-centric and results-driven. We guide and support our clients to succeed in their journey from strategy definition to implementation and to seek for continuous improvement through multidisciplinary skills, adapted approaches and professional tools.
As Manager FS – Customer, you will be part of the FS – Customer team with a specific focus on the commercial part of Financial Services sector including banks, insurance companies, payment institutions, etc. and support our clients with their transformation projects. This may involve different objectives: increasing revenues, reducing costs, improving customer satisfaction, digital transformation or complying with regulation.
What will you be doing?
Our philosophy for achieving this can be translated as follows: We believe that an Integrated approach with our client, supported by a Tailor-made intervention where we blend with our client's team and ensure that we always focus on pragmatism, will provide an optimal client journey.
This job is definitely for you if you ...
You communicate perfectly in Dutch or French and have a very good knowledge of the other language and you are fluent in English. You also have a master's degree in Business Engineering, Economics, Management or a similar domain.
Did you nod enthusiastically when you read through the job description? Then send us your CV right away! May we soon welcome you as a new colleague!
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