SB Financial Services Relationship Manager jobs in New Hampshire

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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Managing Director- 401K Relationship Manager
  • Fidelity Brokerage Services LLC
  • , NH FULL_TIME
  • Job Description: Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills We’re Looking For College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience. Your relationship management experience. You have excellent verbal and written communication skills. Your excellent organization and time management skills and attention to detail. You have demonstrated problem-solving skills. Your effective presentation skills, influence and negotiation skills. Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships. Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”. Building client relationship to highest level of decision makers. Planning and conducting effective in-person and/or phone meetings. Makes thorough plans and preparations for client meetings. Properly planning, influencing, and implementing Fidelity solutions to address needs. Differentiating Fidelity's benefits approach against competitive benefit solutions. Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives. Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives. Identifying key drivers and maintains consistent formal/informal contact with key client decision makers. Actively facilitating Investment Review meetings. Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity. Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. The MD is expected to own the client relationships for which they are accountable. This includes problem resolution on behalf of clients to produce a satisfactory outcome. The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client. The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery. Certifications: Category: Relationship Management Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
  • 28 Days Ago

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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 i...
  • 21 Days Ago

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Vertical Strategy Manager, Platforms & Financial Services
  • Adyen
  • Amsterdam, NH FULL_TIME
  • This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At A...
  • Just Posted

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Relationship Banker - Dover Financial Center
  • OneTen
  • Dover, NH FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 16 Days Ago

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Relationship Banker - Dover Financial Center
  • OneTen
  • Dover, NH FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 16 Days Ago

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Commercial Lender (Relationship Manager)
  • Ledyard National Bank
  • Hanover, NH FULL_TIME
  • The position of Commercial Relationship Manager is responsible for the acquisition of new commercial banking clients and the expansion/retention of existing relationships. Will structure, underwrite, ...
  • 9 Days Ago

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Financial Services Manager
  • CTG
  • Costa Mesa, CA
  • CTG is seeking to fill a Financial Services Manager opening for our client in Minneapolis, MN Location: Minneapolis, MN ...
  • 5/4/2024 12:00:00 AM

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Student Financial Services Manager
  • IEC CORP GROUP
  • Irvine, CA
  • Job Details Job Location California Irvine IEC - Irvine, CA Salary Range $60,000.00 - $75,000.00 Salary/year Job Categor...
  • 5/4/2024 12:00:00 AM

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Liquidity and Treasury Services - Financial Services - Manager - Consulting
  • EY
  • Hoboken, NJ
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 5/3/2024 12:00:00 AM

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Liquidity and Treasury Services - Financial Services - Manager - Consulting
  • EY
  • Los Angeles, CA
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 5/3/2024 12:00:00 AM

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Liquidity and Treasury Services - Financial Services - Manager - Consulting
  • EY
  • Jericho, NY
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 5/3/2024 12:00:00 AM

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Liquidity and Treasury Services - Financial Services - Manager - Consulting
  • EY
  • Irvine, CA
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 5/3/2024 12:00:00 AM

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State and Local Tax Financial Services Manager
  • PwC
  • New York, NY
  • A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you w...
  • 5/2/2024 12:00:00 AM

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 5/1/2024 12:00:00 AM

New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,359 to $92,514

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