SB Financial Services Relationship Manager jobs in Manchester, NH
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)
Recently Added SB Financial Services Relationship Manager jobs
Registered Operations Manager
- Ameriprise Financial Services, LLC.
-
Manchester, NH
FULL_TIME
- Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As an Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you optimally develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured. Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc. Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives. Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff. Required Qualifications Bachelors degree or equivalent. 5 - 7 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Previous successful supervisory experience including knowledge of HR policies and labor laws. Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results. Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills. Able to communicate with all levels within the organization. Detail orientated, strong math, and analytical skills. Good organization and time management skills. Process oriented and can work with a team. Proficient with standard business software applications. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 5 Days Ago
Sr. Relationship Manager
- Cambridge Trust Company
-
Manchester, NH
FULL_TIME
- Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Man...
- 24 Days Ago
Registered Client Service Associate
- Ameriprise Financial Services, LLC.
-
Goffstown, NH
FULL_TIME
- Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedica...
- 14 Days Ago
Remote Financial Sales Associate
- Essex Services LLC
-
Manchester, NH
FULL_TIME
- We are hiring a remote financial sales professional who can meet our clients remotely on Zoom and or over the phone and tailor services to our client's needs. We work off of a no-cold calling - no doo...
- 13 Days Ago
Account Manager Sales
- Spieldenner Financial Group
-
Manchester, NH
FULL_TIME
- Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and givin...
- 1 Month Ago
Environmental Services Department Manager
- Healthcare Services Group, Inc.
-
PETERBOROUGH, NH
OTHER
- Additional Information #Nowhiring Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare ...
- 12 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Manchester, NH area
Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/19/2024 12:00:00 AM
Internal Revenue Agent - 12 Month Roster
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
- 4/19/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/19/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Manchester, NH
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/18/2024 12:00:00 AM
Senior Trust Officer
- Cambridge Trust Company
-
Manchester, NH
- Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related t...
- 4/17/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
- 4/16/2024 12:00:00 AM
Financial Representative
- Modern Woodmen Of America
-
Manchester, NH
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/16/2024 12:00:00 AM
Supervisory Internal Revenue Agent 12 month Roster
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
- 4/15/2024 12:00:00 AM
About Manchester, New Hampshire
Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721.
Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,680 to $92,939
Manchester, New Hampshire area prices
were up 1.4% from a year ago
were up 1.4% from a year ago
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