SB Financial Services Relationship Manager jobs in North Dakota

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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Relationship Banker
  • Alerus Financial
  • Grand Forks, ND FULL_TIME
  • Description

    Position Summary:
    Relationship Bankers are responsible for enhancing existing relationships and developing new business opportunities. Deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. Assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals. Expected to focus their time developing new business with existing clients 60% and new clients 40%, approximately.

    Essential Responsibilities:
    Job Function 1: Client Service and Growth - 50%

    • Assist clients by demonstrating a deep understanding of Alerus product and services and how these support our clients' goals.
    • Effectively manage, analyze, and grow a portfolio of clients to provide knowledgeable advice to accomplish a high level of financial wellness.
    • Document all relevant client communication and activity in Company CRM to assist in delivering an exceptional client experience.
    • Learn client's financial objectives and provide basic financial guidance & planning utilizing the complete Alerus product offering.
    • Perform regular proactive relationship reviews as defined by segment.
    • Develop strong internal relationships with other client facing team members to serve client's holistic needs.
    • Demonstrate confidence in the following procedures and platforms: consumer and business depository accounts, IRAs, safe deposit boxes, and consumer lending products.
    • Demonstrate ability to network and develop relationships outside of Alerus to help grow a portfolio of clients.
    • Contribute to company growth by executing on new deposit and loan accounts to meet annual goals.

    Job Function 2: Commitment to Branch and Retail Segment Success - 30%

    • Support the successful operations of any branch in market including: opening/closing, transactions, and account service and maintenance. Support the needs of other client facing team members across the company as needed.
    • Actively represent Alerus in the marketplace by getting involved with community organizations and participation in networking organizations.

    Job Function 3: Professional and Personal Development - 20%

    • Develop and maintain a basic level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus' relevancy in its competitive space.
    • Maintain a general understanding of basic financial planning concepts including credit, depository products, investments, income and estate tax planning, protection planning, charitable planning, and liquidity planning.
    • Assume responsibility for career growth and development by proactively establishing an annual personal development plan and presenting to your manager annually.
    • Identify an expertise or niche and actively pursue continuing education, reading, and self-development to enhance skills
    • Maintain solid working relationships with other Alerus professionals, acting as a resource for others.

    Position Requirements:
    Qualifications:

    • Bachelor's degree in Business, Finance or related field or equivalent work experience required.
    • Minimum 5 years of financial services experience.
    • Previous experience utilizing CRM software to track and manage sales opportunities.
    • Demonstrated record of proven sales ability and client service abilities.
    • Proven written and verbal communication skills.
    • Established interpersonal and negotiating skills.
    • Basic math proficiency.

    Personal Characteristics:

    • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
    • Effective communication skills and willingness to work with a team.
    • Strong organizational and time management skills.
    • Ability to manage multiple phases of the sales process.
    • Passionate about serving clients to positive impact their financial wellness.
    • Proven problem-solver.
    • Ability to manage the stressful nature of work and maintain professional composure, attitude, and behavior at all events.

    Physical Demands - Must be met with or without a reasonable accommodation:

    • Extended periods of time at a desk and using office equipment.
    • Ability to operate a personal computer/laptop for approximately 8 hours per day.
    • Extended time is spent reviewing physical and electronic documents.
    • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
    • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
    • Will spend most of time in an indoor environment.
    • Ability to travel as needed to other markets and locations.

    Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

     

  • 7 Days Ago

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Account Manager - Financial Services (German speaker)
  • Publicis Groupe
  • Munich, ND FULL_TIME
  • Company DescriptionPublicis Sapient is a digital transformation partner helping established organizations get digitally enabled, both in the way they work and how they serve their customers. We help u...
  • 6 Days Ago

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Relationship Manager
  • Robert Half
  • Hankinson, ND PER_DIEM
  • Robert Half is partnering with a top energy company in search of a talented Commodity Manager. This full-time, on-site role comes with a rewarding benefits package that includes medical, dental, visio...
  • 13 Days Ago

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Financial Services Representative
  • AgCountry Farm Credit Services
  • Jamestown, ND FULL_TIME
  • Closing Date: 9/13/2023 7pm CT Primary Duties and Responsibilities: Delivers administrative support to the AgCountry insurance function. Schedules and prepares files for appointments. Orders supplies....
  • 21 Days Ago

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Consumer Credit Relationship Manager
  • tsbank
  • Tioga, ND FULL_TIME
  • Job Description: The Bank of Tioga, an affiliate of TS Banking Group, is hiring a Consumer Credit Relationship Manager. This role originates, underwrites and closes secured and unsecured consumer loan...
  • 21 Days Ago

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Relationship Manager Business Banking
  • Bremer Bank National Association
  • Grand Forks, ND FULL_TIME
  • Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers through...
  • 23 Days Ago

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Area Financial Services Manager HQ GS Plains
  • The Judge Group
  • Sioux Falls, SD
  • The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
  • 3/28/2024 12:00:00 AM

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Financial Services Manager
  • Seneca Resources
  • Fairfax, VA
  • Job Title: Sr. Financial Services Manager Duration: Contract-to-hire Location: Fairfax, VA (2-3 days onsite) We are seek...
  • 3/27/2024 12:00:00 AM

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Financial Services Manager
  • City of Tacoma, WA
  • Tacoma, WA
  • Salary: $115,377.60 - $162,427.20 Annually Location : Tacoma, WA Job Type: Non-Classified Job Number: P1030-24 Departmen...
  • 3/27/2024 12:00:00 AM

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Account Manager Financial Services
  • State Farm Agent Tim Murphy
  • Jacksonville, FL
  • Overview 18 years as a successful leader in the St. Johns community. Our agency has been repeatedly recognized by State ...
  • 3/27/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • Parsippany-Troy Hills, NJ
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Tax Manager - Financial Services
  • Wipfli LLP
  • Minneapolis, MN
  • Overview: At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. ? Our inclusive cul...
  • 3/26/2024 12:00:00 AM

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Financial Services Manager Fast Track
  • New York Life Insurance Company
  • San Dimas, CA
  • Job Description Job Description Are you looking for a job where you can use your experience to propel your career into m...
  • 3/25/2024 12:00:00 AM

North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city. Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$66,095 to $86,917

SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019