SB Financial Services Relationship Manager jobs in Leominster, 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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Financial Planner - Wealth Manager
  • Baystate Financial
  • Southborough, 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 treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients.

    Your primary focus will be comprehensive financial planning ranging from investments to insurance and helping your clients with their full financial picture. You will create customized financial plans suitable for each client based on potential life changes and changing financial needs. You will also help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

    What you get!

    • No experience is needed, we will fully train you with a road-to-success roadmap. We will reimburse you for any study materials and licensing.
    • Potential earnings; If you follow the roadmap you can potentially earn anywhere from $80,000 - $100,000 annually.

    This is an in-office position, so candidates must be local to Southborough, Massachusetts.

    WEBSITE

    http://baystatefinancial.com

    SOCIAL MEDIA

    https://www.linkedin.com/company/baystate-financial-services

    Compensation:

    $80,000 - $100,000 at plan commission

    Responsibilities:

    • Client Acquisition and Marketing
    • Discovery
    • Case Development and Analysis
    • Financial Plan Presentation
    • Implementation
    • Ongoing Service

    Qualifications:

    • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.

    About Company


    The culture at Baystate Financial is a simple one - we're a customer-centric, full-service financial firm. Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. At Baystate Financial, our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are – and who we are – as a firm. Join Us!

  • 22 Days Ago

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Relationship Manager
  • Robert Half
  • Fort Wayne, IN PER_DIEM
  • We are seeking a highly organized and experienced Administrative Assistant with a specialized skill set in AS/400, along with expertise in accounts payable, trade show support, marketing assistance, H...
  • 3 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Worcester, MA OTHER
  • Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
  • 1 Day Ago

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Relationship Branch Manager
  • unibank
  • Shrewsbury, MA FULL_TIME
  • Opportunity Overview:We have a Unique Opportunity to lead our Shrewsbury Branch team. We’re looking for someone who expects and encourages continuous learning, holds themselves and their co-workers to...
  • 15 Days Ago

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Relationship Branch Manager
  • unibank
  • Upton, MA FULL_TIME
  • Opportunity Overview:We have a Unique Opportunity to lead our Upton Branch team. We’re looking for someone who expects and encourages continuous learning, holds themselves and their co-workers to impe...
  • 1 Month Ago

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Financial Analyst
  • Open Sky Community Services
  • Worcester, MA FULL_TIME
  • Salary Description and Responsibilities Open Sky is seeking a skilled and self-motivated analyst to serve in the full-time in-person (potential for hybrid) position of Financial Analyst. Under the sup...
  • 15 Days Ago

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

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Financial Advisor
  • Atria Wealth Solutions
  • Lunenburg, MA
  • Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to j...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Worcester, MA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Fitchburg, MA
  • 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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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Worcester, 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

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Worcester, 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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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Worcester, MA
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Branch Manager-Burncoat Street
  • Bay State Savings Bank
  • Worcester, MA
  • Branch Manager-Burncoat Street Company Overview: Established in 1895, Bay State Savings Bank is an approximately $500MM,...
  • 3/25/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Worcester, MA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/25/2024 12:00:00 AM

Leominster (/ˈlɛmənstər/ LEM-ən-stər) is a city in Worcester County, Massachusetts, United States. It is the second-largest city in Worcester County, with a population of 40,759 at the 2010 census. Leominster is located north of Worcester and west of Boston. Both Route 2 and Route 12 pass through Leominster. Interstate 190, Route 13, and Route 117 all have starting/ending points in Leominster. Leominster is bounded by Fitchburg and Lunenburg to the north, Lancaster to the east, Sterling and Princeton to the south, and Westminster to the west. According to the United States Census Bureau, the c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$72,480 to $95,314
Leominster, Massachusetts area prices
were up 1.6% from a year ago

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