SB Financial Services Relationship Manager jobs in Portsmouth, 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
Private Client Relationship Associate
- LE004 Signature Financial Management, Inc.
-
Norfolk, VA
FULL_TIME
- Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm’s best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration. The primary duties and responsibilities include but are not limited to: Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients. Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting. Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules. Maintain CRM records for clients and prospects. Complete ad hoc client-related projects as needed. Qualifications: Bachelor’s required; degree in Finance or Business preferred 2 years financial industry or client service experience preferred Experience with trust administration and/or client account documentation a plus Proficiency with M.S. Office suite including Excel, Word & PowerPoint Strong quantitative, analytical, and interpersonal skills Highly organized work style; detail-oriented and accurate Ability to multi-task and adapt to changing priorities to meet client demands Collaborative team-player; self-motivated with a strong work ethic Demonstrates tact, discretion and good judgement in handling sensitive and confidential information Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency Exhibits excellent communication skills, both verbal and written Eager to contribute and learn, ask questions and provide solutions Ability to work in the Norfolk, VA office location Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
- 8 Days Ago
Shared Services Specialist
- Guidant Financial
-
Chesapeake, VA
FULL_TIME
- This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
- 15 Days Ago
Relationship Banker - Little Creek Financial Center
- Bank of America
-
Norfolk, VA
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...
- 3 Days Ago
Sales Manager
- PR Financial
-
Chesapeake, VA
FULL_TIME
- Searching for a position with a reputable company in which you can lead others and make a difference? We are looking for a successful leader to help grow a large Life/Health/Medicare agency in the Che...
- 1 Month Ago
National Sales Manager
- PR Financial
-
Chesapeake, 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...
- 4 Days Ago
National Sales Manager
- PR Financial
-
Norfolk, 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
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0 SB Financial Services Relationship Manager jobs found in Portsmouth, VA area
Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
- Department Of The Treasury
-
Norfolk, VA
- Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
- 4/18/2024 12:00:00 AM
Crop Advisor (Franklin, VA)
- Hiring Now!
-
Franklin, VA
- The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
- 4/17/2024 12:00:00 AM
Crop Advisor Trainee (Franklin, VA)
- Hiring Now!
-
Franklin, VA
- The J.R. Simplot Company is a diverse, privately held organization, with roots firmly planted in agriculture and agricul...
- 4/17/2024 12:00:00 AM
Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
- Department Of The Treasury
-
Norfolk, VA
- Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
- 4/16/2024 12:00:00 AM
Supervisory Internal Revenue Agent (12 month roster) AMENDED
- Department Of The Treasury
-
Norfolk, VA
- Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
- 4/16/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Virginia Beach, VA
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/16/2024 12:00:00 AM
Personal Banker - Roving | Peninsula District
- WELLS FARGO BANK
-
Norfolk, VA
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/15/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Suffolk, VA
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/9/2024 12:00:00 AM
About Portsmouth, Virginia
Portsmouth is an independent city in the Commonwealth of Virginia. As of the 2010 census, the population was 95,535. It is part of the Hampton Roads metropolitan area.
The Norfolk Naval Shipyard, often called the Norfolk Navy Yard, is a historic and active U.S. Navy facility that is actually located in Portsmouth rather than Norfolk; the original name "Gosport" was changed to "Norfolk" to reflect its location in what is now the former Norfolk County, Virginia. The shipyard upgrades, remodels, and repairs ships of the US Navy and is one of the few facilities in the world with the capability to ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,020 to $85,497
Portsmouth, Virginia area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does an SB Financial Services Relationship Manager do?
SB Financial Services Relationship Manager in Springfield, OH
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