SB Financial Services Relationship Manager jobs in Pensacola, FL

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)

A
Experienced Financial Services Representative
  • American Heritage Financial, LLC
  • Pensacola, FL FULL_TIME
  • Experienced Financial Services Representative

    American Heritage Financial is looking for highly motivated and entrepreneurial individuals. With our firm, you become part of a full-service financial firm that is committed to serving others and offers quality products and services that help clients achieve their financial goals. The ideal candidate will already possess large goals and ambitions, as well as:

    · Organizational Skills

    · Sales Experience

    · Willingness to Learn

    · Analytical Skills

    · Customer Service Skills

    · The Desire to Make a Difference

    What we provide

    - industry leading mentoring and support.

    - Multiple marketing strategies depending on what best suits your strengths and talents.

    - Full Benefits Package (health, dental, vision, disability, and 6% matching 401(k))

    - Technology Package (client management system, planning tools, and marketing)

    - Annualized compensation and daily commissions

    - Renewals and day one vesting with lifetime vesting after 5 years of service

    - Joint field work with mentor

    - Supported professional development (FINRA Series 6, 7, 63, 65, CFP® designation, etc.)

    - Facilities and local office support provided

    - We have all the training for agents already in place.

    WE’RE COMMITTED TO YOUR SUCCESS

    No matter your level of experience in this industry, you’ll find support and resources to get you where you want to be. With a full range of financial protection and investment products to offer, you'll be well equipped to help create financial strategies for individuals, families, business owners and employees.

    PREFERRED EDUCATION AND EXPERIENCE

    2-15 Life and Health License required.

    FINRA Series 6 License preferred, but not required

    Bachelor’s degree preferred, but not required.

    Prior sales experience is helpful, but not necessary.

    WE WANT TO CONNECT WITH YOU
    If you’re ready to thrive in a financial services career with American Heritage Financial, contact us today.

    Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.

    Job Type: Full-time

    Job Type: Full-time

    Pay: $70,000.00 - $125,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Vision insurance

    Compensation package:

    • Bonus opportunities

    License/Certification:

    • Life and Health License? (Required)

    Work Location: Hybrid remote in Pensacola, FL 32502

  • 13 Days Ago

I
Financial Services Representative
  • INNOVATIONS FINANCIAL CREDIT UNION
  • Haven, FL FULL_TIME
  • Are you ready to work for a company where you set the pace to advance your career? Innovations FCU is seeking a motivated and ambitious individual to join the exciting success and growth of our full-s...
  • 1 Month Ago

B
Relationship Banker - Fort Walton Beach Financial Center
  • Bank of America
  • Fort Walton Beach, FL FULL_TIME
  • Job Description: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...
  • 8 Days Ago

B
Market Client Relationship Manager
  • Bank of America
  • Pensacola, FL FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 2 Months Ago

P
Personal Banker
  • PNC Financial Services Group
  • Fort Walton Beach, FL 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

P
Teller
  • PNC Financial Services Group
  • Pensacola, FL 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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0 SB Financial Services Relationship Manager jobs found in Pensacola, FL area

D
Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

D
Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

B
Executive Director - Financial Operations
  • Baptist Health Care
  • Pensacola, FL
  • Job Description The Executive Director - Finance provides management with key strategic information on assigned business...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (6 Month Roster) - Amended
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

D
Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/25/2024 12:00:00 AM

Pensacola (/ˌpɛnsəˈkoʊlə/) is the westernmost city in the Florida Panhandle, approximately 13 miles (21 km) from the border with Alabama, and the county seat of Escambia County, in the U.S. state of Florida. As of the 2010 census, the city had a total population of 51,923, down from 56,255 at the 2000 census. Pensacola is the principal city of the Pensacola metropolitan area, which had an estimated 461,227 residents in 2012. Pensacola is a sea port on Pensacola Bay, which is protected by the barrier island of Santa Rosa and connects to the Gulf of Mexico. A large United States Naval Air Statio...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$62,364 to $82,011
Pensacola, Florida area prices
were up 1.5% from a year ago

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