SB Financial Services Relationship Manager jobs in Lawrence, MA

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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Manager Financial Services - Customer
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell

    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'!

    What will you be doing?

    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?

    • Advise clients on complex (transformation) challenges based on all your expertise gained in specific business domains of which products (accounts, cards, payments, lending, investments, (non)-life insurances, etc.) , channels (physical, remote or digital) and/or client segments (retail, corporate, private banking);
    • Lead (business) transformation projects from set-up to delivery, to achieve customer impact by overseeing project status, managing risks & impediments, lessons learned, reviewing budget plans, etc.;
    • Engage actively in business development to help us grow our client by preparing proposals, presenting service offerings, initiating client discussions and taking account management responsibilities;
    • Recruit & coach (junior) people on (multiple) engagement at different clients and assess their performance;
    • Contribute to the practice’s strategic priorities, identify market trends, tailor and develop the practice’s value proposition, define go-to-market campaigns;
    • Encourage cross competences initiatives and foster knowledge sharing;
    • Participate in the practice’s day-to-day steering, support partners on different strategic initiatives and represent BDO at important marketing events or seminars;
    • Leverage on BDO’s network & collaborate closely with colleagues from various Business Practices to create a real impact for our clients.
    • … and many more exciting things!

     

    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.

    What do you bring to the table?

    This job is definitely for you if you ...

    • have a track record of 5 years in a management consulting firm (business transformation, digital transformation, advisory, etc.) and/or relevant expertise the FS industry (bank, insurance or payment institution). Solid experience in transformation, product management, sales & marketing, supporting functions and/or channels is a strong asset;
    • can engage with various stakeholders, including (c-level) clients, international BDO member firms and colleagues across the different business practices, to build relationships and manage expectations;
    • able to conceptualise strategies and also take the lead in the operational implementation of projects. You enjoy identifying and solving complex business-related challenges;
    • want to take initiative and propose new ideas while listening carefully to your colleagues’ points of view;
    • have a strong adaptability and willingness to learn. You are up to date with the latest evolving business related trends in financial services;
    • have excellent listening & communication skills, excellent writing and presentation skills and strong in delivering impressive presentations;
    • are looking for fast-paced missions in different domains in Financial Services in Brussels, and to a lesser extent in Flanders or Wallonia and are flexible and able to travel internationally from time to time;
    • are results-oriented, comfortable with numbers and aware of the added value of working in and reinforcing a team to achieve maximum results;
    • enjoy working in change working environment and have proven project & sector experience;
    • can work under pressure, multitask between client delivery, content development, people management & business development and meeting tight deadlines;
    • want to be part of a team with strong growth potential.

    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.

    What do we bring to the table?

    • Culture: you will join a family of experts who encourage respect, diversity and teamwork. You work in an open culture, so feel free to talk to anyone, at any level.
    • Development: you set the direction of your career, and we support you where necessary. Our BDO Academy provides a whole range of training courses to help you. 
    • Impact: from day 1 you will be given responsibility, with support from your team.
    • Network: you can work on different projects and clients, across business practices.
    • Flexibility: you choose where you work with flexible working hours.
    • Wellbeing: your physical and mental health is important to us.
    • Salary: you receive a competitive salary package with interesting benefits.
    • Sustainability: you work within a company with an integrated sustainability policy.

    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!

  • 25 Days Ago

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ESG Manager Financial Services
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell Want to use your experience in ESG/CSR to help integrate sustainability into the business strategies of our clients in the Financial Services Industry? Make your career count as...
  • 11 Days Ago

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Financial Planner - Wealth Manager
  • Baystate Financial
  • Haverhill, MA FULL_TIME
  • Your Career Path – Why Baystate Financial?Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we tre...
  • 1 Day Ago

U
Client Relationship Sales Representative
  • UniTrust Financial Group
  • Manchester, MA FULL_TIME
  • Client Relationship Sales Representative Location: Remote (Work From Home) Job Description: InsuraTec Services Group is seeking motivated and client-focused individuals to join our team as Client Rela...
  • 4 Days Ago

B
Manager Financial Services - Banking Transformation Payments
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell We live in a fast changing world, full of challenges and opportunities. To succeed as a business, it's crucial to react swiftly to these changes. Join the BDO family, a worldwid...
  • 25 Days Ago

B
Senior Manager Financial Services - Finance Transformation
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell We live in a fast changing world, full of challenges and opportunities. To succeed as a business, it's crucial to react swiftly to these changes. Join the BDO family, a worldwid...
  • 25 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lawrence, MA area

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Assistant Branch Manager, Andover, Full-time, Onsite
  • DCU
  • Andover, MA
  • Schedule Monday through Friday 8:30 AM - 5:30 PM, alternate Thursdays or Fridays 10:30 AM - 7:30 PM, and alternate Satur...
  • 3/29/2024 12:00:00 AM

D
Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/29/2024 12:00:00 AM

C
Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 3/29/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (Examiner) 'MSP' 12 MONTH ROSTER
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Andover, MA
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,515 to $96,675
Lawrence, Massachusetts area prices
were up 1.6% from a year ago

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