SB Financial Services Relationship Manager jobs in Petersburg, VA
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)
Recently Added SB Financial Services Relationship Manager jobs
- PR Financial
-
Chester, VA
FULL_TIME
-
P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!
Job Responsibilities:
• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
• Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
• Great interpersonal, communication, leadership, and management skills
• Must be 18 years or older
• Active driver's license
• Must be coachable, detail-oriented, and a team player.
• Possesses outstanding interpersonal and communication skills.
• An active Life Health insurance license is a strong bonus but not required.
• Previous customer service preferred
Job Type: Full-time
Pay: $71,078.00 - $155,108.00 per year
Benefits:
• Flexible schedule
• Work from home
Schedule:
• Monday to Friday
• Weekends as needed
Supplemental pay types:
• Bonus opportunities
• Commission pay
Experience:
• Sales: 2 years (Required)
Language:
• English (Required)
• Spanish (Preferred)
License/Certification:
• Life Insurance License (Required)
Work Location: In person - 2 Days Ago
- PR Financial
-
Hopewell, VA
FULL_TIME
- P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor an...
- 2 Days Ago
- PR Financial
-
Petersburg, VA
FULL_TIME
- P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor an...
- 1 Month Ago
- NY LIFE
-
Petersburg, VA
FULL_TIME
- ## Rewritten Job Description Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and supp...
- 14 Days Ago
- NY LIFE
-
Petersburg, VA
FULL_TIME
- NY LIFE is looking for an enthusiastic and dedicated Personal Financial Advisor to join our Petersburg, VA team. You will be responsible for providing financial advice and guidance to individuals, fam...
- 25 Days Ago
- Argent Federal Credit Union
-
Chesterfield, VA
FULL_TIME
- Financial Services Specialist I (Branch Location TBD) As a Financial Services Specialist I, you represent a significant part of our operations team and your passion for driving exceptional customer se...
- 2 Months Ago
- Current Active Filter
- Petersburg, VA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Relationship Manager jobs found in Petersburg, VA area
- Cardinal Health
-
Richmond, VA
- **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating...
- 4/18/2024 12:00:00 AM
- Capital One
-
Richmond, VA
- West Creek 1 (12071), United States of America, Richmond, Virginia Senior Manager, Cyber Risk and Analysis At Capital On...
- 4/18/2024 12:00:00 AM
- Apex Systems
-
University Of Richmond, VA
- Finance Project/Portfolio Analyst Large Banking Client Group: Global Corporate Investment Bank Locations: Richmond and A...
- 4/18/2024 12:00:00 AM
- Hiring Now!
-
Richmond, VA
- West Creek 4 (12074), United States of America, Richmond, Virginia Director, International Risk Management Capital One i...
- 4/18/2024 12:00:00 AM
- Virginia Department of Human Resource Management
-
Richmond, VA
- Senior Financial Controls Analyst (Reconciliations Analyst) Job no: 5010491 Work type: Full-Time (Salaried) Location: Ri...
- 4/18/2024 12:00:00 AM
- Jefferies
-
University Of Richmond, VA
- Jefferies Financial Group Inc. (Jefferies, we, us or our) is a U.S.-headquartered global full service, integrated invest...
- 4/16/2024 12:00:00 AM
- Bankers Life
-
University Of Richmond, VA
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/16/2024 12:00:00 AM
- Department Of The Treasury
-
Richmond, VA
- Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
- 4/15/2024 12:00:00 AM
About Petersburg, Virginia
were up 1.2% from a year ago