SB Financial Services Relationship Manager jobs in Pasadena, TX

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 Manager III - C&I
  • Independent Financial
  • Houston, TX FULL_TIME
  • The Relationship Manager is responsible for developing and managing commercial banking relationships to maximize profitability to the bank with acceptable risk; through relationship management, credit management, and business development.

    Responsibilities:

    Relationship Management

    • Manages the largest and most complex relationships that require in depth analysis

    • Deliver meaningful, sustainable value to customers by anticipating needs and expectations and providing appropriate value-add solutions

    • Ensures integrity and timeliness of customer information, documentation, and data

    • Ensures each relationship is profitable and represents appropriate risk

    • Acts as subject matter expert to provide guidance and support to junior staff regarding customer questions and issues

    • Mentors junior staff and helps to manage workflow within the team

    Credit Management

    • For new loan requests, assess borrower credit-worthiness in accordance with credit policy

    • Present loan opportunities to the appropriate credit approvers that include analysis and structure that are well articulated and well-reasoned

    • Ensure that loans are documented in accordance with credit approvals

    • Manage enterprise risk for products and services, including depository services and treasury management products as well as fraudulent activity

    Business Development

    • Maintain expert knowledge of commercial banking products & services

    • Consistently and aggressively pursue an active calling effort in order to maintain an extensive pipeline of new business opportunities

    • Assist less experienced Relationship Managers by providing insight and recommendations regarding marketing and deal flow management

    • Provide existing and prospective customers with appropriate financial services and advice

    • Lead community visibility and involvement through active and strategic relationships with centers of influence and organizations.

    • Maintain a pipeline of business leaders and prospects

    Qualifications:

    Education Requirements

    • Bachelor's degree

    Minimum Experience

    • Minimum 8 years of experience in commercial lending as a credit analyst, underwriting specialist or portfolio manager

    • Minimum 4 years of experience as a relationship manager

    • Expert understanding of treasury management services and other banking products

    Knowledge/ Skills/ Abilities

    • Expert accounting & finance knowledge

    • Exceptional technical skills

    • Expert knowledge of laws and regulations, and compliance related to commercial lending

    • Demonstrated ability to negotiate on behalf of the bank and borrower while appropriately balancing risk and shareholder value

    • Strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills

    • Ability to work in a team environment and demonstrate flexibility as business dictates

    • Ability & willingness to investigate, resolve, and recommend process improvement opportunities

    • Ability to effectively plan, manage, and delegate to others

    Job Details:

    To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.


    Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.


     

  • 1 Month Ago

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Relationship specialist
  • Smart Financial
  • Houston, TX FULL_TIME
  • The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending cre...
  • 17 Days Ago

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Audit Manager - Financial Services
  • Crowe
  • Houston, TX FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 12 Days Ago

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District Manager
  • PLS Financial Services, Inc.
  • Houston, TX FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 4 Days Ago

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Branch Manager Friendswood
  • PNC Financial Services Group
  • Friendswood, TX FULL_TIME
  • Job Description Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience ...
  • 22 Days Ago

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Assistant Store Manager
  • PLS Financial Services, Inc.
  • Houston, TX FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • Just Posted

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0 SB Financial Services Relationship Manager jobs found in Pasadena, TX area

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Vehicle Acquisition Specialist
  • AutoNation USA Houston
  • Houston, TX
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/29/2024 12:00:00 AM

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Vehicle Acquisition Specialist
  • AutoNation, Inc.
  • Houston, TX
  • AutoNation USA Houston Position Overview The We'll Buy Your Car (WBYC) In-Store Associate will be focused and specifical...
  • 3/29/2024 12:00:00 AM

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Project Portfolio-Cost Analyst
  • Tallgrass Energy Partners, LP
  • Houston, TX
  • Tallgrass was named one of the 2023 Top Workplaces USA and highlighted in Colorado's Top Workplaces for the past seven c...
  • 3/29/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Indian Tribal Government Specialist) (12-Month Roster)
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIESDIVISION? A description of the business units can be found at: https://...
  • 3/27/2024 12:00:00 AM

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Sales Manager
  • AutoNation, Inc.
  • Houston, TX
  • AutoNation Ford Gulf Freeway Position Overview The Sales Manager has the opportunity to lead a sales team to create an e...
  • 3/26/2024 12:00:00 AM

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Remote Financial Position - Paid Training and Licensing
  • Primerica - Zanegardner Agency
  • Houston, TX
  • Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance ac...
  • 3/26/2024 12:00:00 AM

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Tax Accounting Manager
  • ResourceMFG
  • Houston, TX
  • summary We have a direct hire opening for a Tax and Accounting Manager in the South Puget Sound area at a Certified Publ...
  • 3/25/2024 12:00:00 AM

Pasadena /ˌpæsəˈdiːnə/ is a city in the U.S. state of Texas, within the Houston–The Woodlands–Sugar Land metropolitan area. As of the 2010 U.S. Census, the city's population is 149,043, making it the seventeenth most populous city in the state of Texas, as well as the second-largest city in Harris County. The area was founded in 1893 by John H. Burnett of Galveston, who named the area after Pasadena, California, because of the perceived lush vegetation. The Pasadena Volunteer Fire Department is the largest of all volunteer municipal fire departments in the United States. According to the Unite...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$69,782 to $91,766
Pasadena, Texas area prices
were up 2.3% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
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This data is intended to be an estimate, not prescriptive financial or tax advice.
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