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)
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:
Compensation package:
License/Certification:
Work Location: Hybrid remote in Pensacola, FL 32502
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