SB Financial Services Relationship Manager jobs in New York

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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Financial Services Relationship Manager
  • PEAR Core Solutions, Inc.
  • Jericho, NY FULL_TIME
  • Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals.

    The intention of the Relationship Manager role is to:

    * to ensure that each client's experience with Opal Wealth Advisors is exceptional

    * to serve as the primary contact for all clients

    * to partner with the Advisory Team and Client Service Team to fulfill client needs and requests

    * to ensure lead financial advisors have the administrative resources to deliver the best client experience.

    Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.

    Communication skills must be incredible as well as the desire to be of service.  No task is too much when it comes to serving our clients.

     

  • 17 Days Ago

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Entry Level - Financial Services
  • Mid-Large Asset Manager
  • New York, NY FULL_TIME
  • Entry Level Institutional Service / Sales Analyst Premier/ Boutique Asset Manager seeks an Entry Level Institutional Service / Sales Client Analyst (s) that will be responsible for providing investmen...
  • 16 Days Ago

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Client Relationship Manager
  • Prudent Financial Solutions
  • New York, NY FULL_TIME
  • Job Description About Polaris Business Strategic Advisors: Polaris Business Advisors Inc. (Polaris) is the sister company of Prudent Financial Solutions Inc., a company dedicated to helping people bur...
  • 1 Day Ago

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Relationship Manager - Retirement Solutions
  • Principal Financial Group
  • Amherst, NY FULL_TIME
  • What You'll DoIn our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space throu...
  • 1 Day Ago

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Financial Analyst
  • SB Clinical Practice Management
  • STONY BROOK, NY FULL_TIME
  • Overview Financial Analyst - Stony Brook CPMP Finance Location: Stony Brook, NY Schedule: Full Time Days/Hours: Monday - Friday; 8:30 AM - 5 PM Salary Range: $71,001 - $79,001 (pay will be determined ...
  • Just Posted

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Manager of Financial Services
  • KPH Healthcare Services
  • Syracuse, NY FULL_TIME
  • Overview Scope of Responsibilities: Manage a team who will partner cross functionally to understand underlying business issues and to build, change, and deploy solutions that maintain the integrity of...
  • 3 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

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,454 to $96,594

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