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SB Financial Services Relationship Manager jobs in Rhode Island

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

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Advisor Services - Client Service Manager
  • National Financial Services LLC
  • , RI FULL_TIME
  • Job Description: Please note this is a pipeline requisition. As opportunities become available, we will evaluate applicants and reach out when we have a viable position open. Client Service Manager Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients. The Expertise We’re Looking For Bachelor’s Degree preferred 5 years of operations and/or service experience in the financial services industry Series 7 required The Purpose of Your Role The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book. CSM’s are supported by an operations team who process forms submitted to Fidelity. They also partner with Client Service Representatives (CSRs) who assist with NIGO’s, emails and backup the phones. Client Service Managers are responsible for handling inbound call volumes, supervising email & NIGO volumes, coordinating with internal business partners, and advocating for your clients on advanced issues. Your goals include, maintaining high client satisfaction scores, influencing your firms to embrace new tools and technology, identifying training opportunities, and ensuring that your firms critical metrics are met. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success. Career Path: CE Custody segments their firms into 3 tiers: Core – works with smaller advisors on our platform Preferred – works with our middle market advisors Premium – works with the largest firms on our platform. While we do hire people directly into the Client Manager role, the majority of our hiring is via our Internal career path. The various Client Manager roles are as follows: Client Manager I - in our Core segment are primarily hired from our CSR role. Provides support to advisory firms on a team-based environment Advisory firms generally manage up to $150M in assets Book size is roughly 50-60 firms Client Manager II - in our Preferred segment are primarily hired from the Client Manager I role in Core. Advisory firms generally manage up to $1.5B in assets Advisor firms are typically larger and have a more complex structure You are expected to be more knowledgeable of your firm’s structure and be more proactive in supporting their needs Book size is roughly 20-25 firms Client Manager III - in Premium are primarily hired from the Client Manager II role in Preferred. Advisory firms generally have more than $1B in assets on Fidelity’s platform Advisor firms are typically larger and have a more complex structure You are expected to have in depth knowledge of your firm’s operations structure and service needs Coordinate with various Fidelity business partners to help your firms grow and navigate complex service issues Book size is roughly 1-3 firms Our focus is to develop and promote our Internal associates while supplementing their knowledge and skills with targeted experienced hiring from External sources. There are also a number of roles to move into from our service teams including: Supporting our Central Control Team Working as a Project Manager in our Implementations and Transitions group Going into various leadership roles like Operations Manager or Senior Director The Skills You Bring Your excellent interpersonal, verbal and written communication skills. Your ability to work well on teams and in fast-paced, cross-collaborative environments. You think analytically and deliver solutions to complex challenges. Your proven leadership skills. Your knowledge of the Brokerage and/or Custody industry. You have intermediate to advanced knowledge of Microsoft Office applications. The Value You Deliver Supporting divisional business needs, while maintaining a “client first” mentality. Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients. Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. Driving high satisfaction, quality and efficiency for both the client and Fidelity. Delivering superior results quickly and efficiently, applying effective time management skills. Actively participate in client meetings and client service reviews. Driving innovation through curiosity and comprehensive understanding of business processes and challenges. Bringing energy and excitement to your role every day. How Your Work Impacts the Organization The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. Certifications: Category: Client Service At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
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Project Manager (Financial Services)
  • Harvard Partners Trusted IT Advisors
  • Providence, RI CONTRACTOR
  • Position Overview:As the Project Manager, you will be taking over a highly visible project at the business and operational readiness stage.Using your experience in delivering payment technology initia...
  • 15 Days Ago
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Senior Manager, Custom SMA Product Management
  • National Financial Services LLC
  • , RI FULL_TIME
  • Job Description: The Role Do you want to be part of a team working on building a new business in a rapidly growing segment of the market? We are looking for a motivated, analytical, and solutions orie...
  • 2 Months Ago
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Relationship Banker - Cranston Financial Center
  • Bank of America
  • Cranston, RI 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...
  • 18 Days Ago
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Relationship Banker - Greenville Financial Center
  • Bank of America
  • Greenville, RI 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...
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Relationship Banker - Hoxsie Financial Center
  • Bank of America
  • Providence, RI 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...
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About Rhode Island

Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$72,060 to $94,754

Most Popular Cities in Rhode Island for SB Financial Services Relationship Manager Jobs

What does an SB Financial Services Relationship Manager do?

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
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