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)
My team’s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Milford, NH and help customer with their insurance and financial services needs, including:
Position Overview:
I am a local State Farm Insurance Agent looking to hire an outgoing and customer focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experience agent, see what it’s like to run a business and help grow an agency.
Responsibilities:
As an Agent Team Members, you will receive…
Compensation: $40,000 - $70,000
Requirements
- Courses on ethical and customer centered sales practices will be required- Bachelor’s degree preferred
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0 SB Financial Services Relationship Manager jobs found in Nashua, NH area