SB Financial Services Relationship Manager Jobs in Roseville, CA

SB Financial Services Relationship Manager jobs in Roseville, CA

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)

If you are looking for a friendly corporate culture, with great opportunities for success and excellent benefits, this is your chance to be part of a growing auto finance company!

We are looking for Dealer Relationship Managers to establish and service markets in California (Orange County, San Francisco, Sacramento), New Jersey, New York City, Florida (West Palm Beach, Fort Lauderdale, Naples, Tampa), Atlanta, Texas (Houston, Dallas, Austin, San Antonio), Salt Lake City, Las Vegas, and Phoenix.

This person will possess strong interpersonal and people skills, is self-motivated and able to work independently. You must have strong sales and marketing skills, with a professional appearance to support positive company image. Your background must include at least five years of experience in selling consumer retail/leasing and F&I products specifically in the automotive industry.

Job Summary

The Dealer Relations Manager (DRM) is responsible for sales activities and contract acquisitions for an assigned territory. Candidates must have extensive knowledge and experience in consumer automotive leasing.

Sales activities and contract acquisitions will be the outgrowth of a Relationship Development focus that includes engaging dealership personnel at all levels of Management- DP, GM, SM, F&I staff.

Business Development activities will include but are not limited to Customer Facing issues such as Dealer Objective Setting, Performance Analysis for monthly dealer presentation/review to Dealer and DrivrzFinancial Management, Dealer Training and Support, periodic Market Analysis and competitive benchmarking, issue resolution engagement with dealer and internal personnel, training and support for Dealer Service Advisers pertaining to F&I product questions and escalated claims issues.

Foundational expectations of the Dealer Relationship Manager (DRM) position: Engage with company peer group in issue resolution and promote a team environment, communicate regularly with all internal and dealership stakeholders, present monthly dealer performance against objective and engage in best practice sharing, develop proficiency in creative transaction structuring using DrivrzFinancial and F&I products.

If this sounds like your ideal role, please review the full job description attached to this posting and apply now. We would love to speak with you!

For more information about our amazing company, please visit us at www.drivrzfinancial.com.