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)
Do you have a passion for making a difference in the community?
If so, we would love to have you as part of the SCCS team!
For more than 30 years, SCCS has provided care, counseling, coaching, and essential mental health services for children, teen, young adults, and their families. As specialists in the field of mental health, SCCS employees possess diverse professional skills equipping us as a team to treat each client’s unique needs.
As a Facilitator (Case Manager) with our SB Wrap Program, located in Rancho Cucamonga, you will develop and facilitate Child and Family Team Meetings and guide the evolution of Individual Child and Family Plans that effectively promote a successful home placement for the referred youth by utilization of the family’s natural and community resources.
What you will do:
Looking to make a difference? … Please apply!
($64,000 Great Benefits - Looking to Hire Immediately!)
Licensure, Registration, Certification:
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0 SB Financial Services Relationship Manager jobs found in Murrieta, CA area