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)
SUMMARY
The role of the Division Specialist is to support multiple branches as assigned by the AVP, Divisional Branch Coordinator.
The Division Specialist will be responsible for overseeing the efficient operation of multiple branches and ensuring all operational functions are completely and properly performed to expectations, while conveying a feeling of trust, service, security and satisfaction to customers and staff.
MAJOR DUTIES / RESPONSIBILITES :
Assist with the support and management of multiple branch locations and motivation of the staff to meet goals and objectives relating to branch profitability, volume, lending, credit quality, collections and expense.
collect accounts in varying stages of delinquency.
Assist multiple branch managers with business development relationships within the community. Sell products and services to meet sales goals.
Assist customers with the implementation of solutions and monitor overall customer satisfaction.
Assist multiple branch managers with matters regarding hiring, staffing, training, performance reviews and terminations as applicable.
Ensure a high quality of customer service.
Ability to travel as required.
All other duties as assigned.
BASIC REQUIREMENTS :
High School Diploma or GED from accredited institution
5 plus years consumer finance or related experience
Ability to work with minimum supervision
Excellent communication skills
Proficient working knowledge of industry or related industry lending software, Microsoft Windows, Excel and Word Applications
PREFERRED / DESIRED QUALIFICATIONS :
Associates or Bachelor’s Degree
Bilingual, Spanish / English
COMPENSATION :
The salary range for this position is $24.00 - $28.00 per hour, based on the specific Knowledge, Skills, Abilities and / or Experience of the selected candidate.
This position is eligible for Semi Annual Incentive compensation based on individual and company performance guidelines.
WORK ENVIRONMENT : Office Environment
Office Environment
Last updated : 2024-03-23
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