SB Financial Services Relationship Manager jobs in Merrimack, 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)

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Insurance and Financial Services Position
  • Kevin Hale - State Farm Agent
  • Milford, NH FULL_TIME
  • My team’s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Milford, NH and help customer with their insurance and financial services needs, including:

    • Auto Insurance
    • Home Insurance
    • Life Insurance
    • Retirement Planning

    Position Overview:

    I am a local State Farm Insurance Agent looking to hire an outgoing and customer focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experience agent, see what it’s like to run a business and help grow an agency.


    Responsibilities:

    • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
    • Work with the agent to establish and meet marketing goals.
    • Use a customer-focused, needs-based review process to educate customers about insurance options.
    • Adaption of skills necessary to operate a business.

    As an Agent Team Members, you will receive…

    • Salary plus commission/bonus
    • Valuable experience
    • Growth potential/ Opportunity for advancement in my office

    Compensation: $40,000 - $70,000


    Requirements

    • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
    • Successful track record of meeting sales goals/quotas preferred
    • Interest in marketing products and services based on customer needs
    • People-oriented
    • Self-motivated
    • Proactive in problem solving
    • Ability to make presentations to potential customers
    • Achieve mutually agreed upon marketing goals
    • Property and Casualty license (must be able to obtain)
    • Life and Health license (must be able to obtain)

    - Courses on ethical and customer centered sales practices will be required- Bachelor’s degree preferred

  • 1 Month Ago

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Milford, 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...
  • Just Posted

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Sr Financial Analyst -Services and Solutions
  • Connection
  • Merrimack, NH FULL_TIME
  • Overview What We Do We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their work...
  • 13 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • WINCHESTER, NH OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 17 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • MILFORD, NH OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 18 Days Ago

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Central Relationship Manager - Greater Hartford, CT Area
  • SF Demo - FMR LLC
  • Merrimack, NH FULL_TIME
  • Job Description:Central Relationship ManagerTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved b...
  • 1 Month Ago

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0 SB Financial Services Relationship Manager jobs found in Merrimack, NH area

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Financial Advisor
  • KMA Human Resources Consulting
  • Bedford, NH
  • Financial Advisor Robbins Farley, LLC Bedford, NH We are working with our client, Robbins Farley, LLC, in seeking a Fina...
  • 4/25/2024 12:00:00 AM

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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: ...
  • 4/25/2024 12:00:00 AM

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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: ...
  • 4/24/2024 12:00:00 AM

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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...
  • 4/24/2024 12:00:00 AM

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Risk Manager
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The FFIO and Corporate Services Risk Team within the Fidelity Risk Group is looking for a passionate, h...
  • 4/23/2024 12:00:00 AM

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Risk Analyst
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are curre...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • Kma Human Resources Consulting Llc
  • Bedford, NH
  • Financial AdvisorRobbins Farley, LLCBedford, NHRobbins Farley, LLC is seeking a Financial Advisor, to be based in the Be...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • Kma Human Resources Consulting
  • Bedford, NH
  • Financial Advisor Robbins Farley, LLC Bedford, NH We are working with our client, Robbins Farley, LLC, in seeking a Fina...
  • 4/21/2024 12:00:00 AM

Merrimack is a town in Hillsborough County, New Hampshire, United States. The population was 25,494 at the 2010 census, and an estimated 25,660 in 2017, making it the ninth-largest municipality in New Hampshire. There are four villages in the town: Merrimack Village (formerly known as Souhegan Village), Thorntons Ferry, Reeds Ferry, and South Merrimack. According to the United States Census Bureau, the town has a total area of 33.4 square miles (87 km2), of which 32.6 sq mi (84 km2) is land and 0.8 sq mi (2.1 km2) (2.48%) is water. The highest point in Merrimack is an unnamed hill in the nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,821 to $98,385
Merrimack, New Hampshire area prices
were up 1.4% from a year ago

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