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)
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%
Job Function 2: Commitment to Branch and Retail Segment Success - 30%
Job Function 3: Professional and Personal Development - 20%
Position Requirements:
Qualifications:
Personal Characteristics:
Physical Demands - Must be met with or without a reasonable accommodation:
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.