SB Financial Services Relationship Manager jobs in Plano, 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
  • United Capital Financial Advisors LLC
  • Irving, TX FULL_TIME
  • Where Talent Meets Opportunity

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce.

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.

    MINIMUM QUALIFICATIONS:

    EDUCATION AND EXPERIENCE:

    • Bachelor’s degree or equivalent work experience with minimum 3-5 years Customer Service.
    • Series 65 or 66 is a plus.

    REQUIRED KNOWLEDGE OF:

    • Microsoft Office (Outlook, Word, PowerPoint, and Excel)
    • Experience with Salesforce or similar CRM
    All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

    Must be legally authorized to work in the United States without sponsorship for employment visa status.
  • 19 Days Ago

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Relationship Manager I
  • Independent Financial
  • Anna, 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...
  • 19 Days Ago

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SVP, Senior Relationship Manager
  • Triumph Financial
  • Dallas, TX FULL_TIME
  • Job DescriptionPosition Summary:The SVP, Senior Relationship Manager is responsible for providing sophisticated financial solutions and services to our commercial accounts. Advanced knowledge of comme...
  • 1 Month Ago

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Relationship Manager (Potentially a Senior role)
  • Triumph Financial
  • Dallas, TX FULL_TIME
  • Job DescriptionPosition Summary: The Relationship Manager is responsible for managing client relationships consistent with the business objectives of the company. The Relationship Manager manages a po...
  • 16 Days Ago

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Relationship Manager II, Middle Market
  • Independent Financial
  • Mc Kinney, 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...
  • 1 Month Ago

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Client Relationship Manager
  • Mutual of America Financial Group
  • Irving, TX FULL_TIME
  • Description Mutual of America Job Title: Client Relationship Manager Location: Philadelphia, PA Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve g...
  • 11 Days Ago

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

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Bilingual Associate Personal Banker
  • WELLS FARGO BANK
  • The Colony, TX
  • Job Description Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company ...
  • 3/28/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Frisco, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • New York Life
  • Frisco, TX
  • Job Description Job Description Career Description: Financial Professionals help clients identify and achieve their fina...
  • 3/27/2024 12:00:00 AM

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VP of Finance
  • Search Connections
  • Dallas, TX
  • Job Description Job Description We are seeking a VP Of Finance! You will be responsible for the effective management and...
  • 3/26/2024 12:00:00 AM

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Risk Governance Reporting Analyst
  • Selby Jennings
  • Frisco, TX
  • Selby Jennings is exclusively partnered with a leading regional bank in Dallas, who is continuing to strengthen its risk...
  • 3/26/2024 12:00:00 AM

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Risk Analyst
  • Dexian
  • Coppell, TX
  • Job Title: Risk Analyst Location: Coppell, TX (Hybrid: 3 days Onsite) Duration: 10+ Months (CONTRACT TO HIRE) Skills & E...
  • 3/25/2024 12:00:00 AM

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Senior Manager, Cyber Risk and Analysis
  • Capital One
  • Plano, TX
  • West Creek 5 (12075), United States of America, Richmond, Virginia Senior Manager, Cyber Risk and Analysis At Capital On...
  • 3/25/2024 12:00:00 AM

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Marketing Manager
  • BEAL NEVADA SERVICE CORPORATION
  • Plano, TX
  • Job Description Job Description Marketing Manager Summary: Help strategize and execute key marketing initiatives for a l...
  • 3/24/2024 12:00:00 AM

Plano (/ˈpleɪnoʊ/ PLAY-noh) is a city in the U.S. state of Texas, located approximately twenty miles (32.2 km) north of downtown Dallas. The city of Plano is a part of the Dallas-Fort Worth metropolitan area. Plano lies mostly within Collin County, but includes a small portion that extends into Denton County. The city's population was estimated at 286,143 in 2017, making it the ninth most populous city in the state of Texas and the 69th most populous in the United States. The city is a hub for many corporate headquarters. Plano was also considered to be the safest city in the nation by Forbes...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$68,387 to $89,932
Plano, Texas area prices
were up 2.2% 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.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020