SB Financial Services Relationship Manager jobs in Springfield, MA
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
Financial Advisor
- Grenier Financial Services
-
Springfield, MA
FULL_TIME
-
If you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who best fills this role will enjoy opportunities to work with existing clients in all facets of a full-service financial services company, as well as hone their skills as part of a leadership team.We are looking for someone who is client focused, a problem solver with the people skills to discover our customers’ needs, and guide them on a path of financial security. We are looking for that person who will counsel, mediate and hold our clients hands through the ups and downs of life’s journey. This person must be client centric, willing to go the extra mile for the client. We seek a lifelong learner, who enjoys continuously becoming better, faster, and smarter.We are looking for someone who can work with our team to grow our clientele, always reaching out, engaging, and following through.Our perfect person is caring and mature; and understands how strong relationships build strong businesses. They are detail oriented, with excellent analytical and communication skills, able to multitask with focus and energy. They aim to wow clients and collaborate easily.A Financial Planner/Advisor is the cornerstone of the wealth management relationship and must demonstrate a broad base of knowledge across all client-related functions of the business, including planning, investments, insurance, retirement analysis, taxation, and estate planning. They are responsible for developing, supporting, and managing assigned client relationships. They can think creatively, strategically, and tactically; communicate clearly; and identify appropriate solutions for each client’s situation.The FP/Advisor works under the direction of the firm’s principal to ensure that a consistent message and exquisite level of care are provided to our valued clients in an expeditious and team-oriented fashion. By working with the firm’s valued clients, the FP/Advisor focuses making constant and observable contributions to their growth and the growth and development of the firm, ensuring new and current clients are provided the best possible service. The ultimate goal is to contribute to both the team and the firm in a positive way that allows the firm to work successfully and drive growth of the firm.We seek the person who is skilled and talented in these job functions:· Provide training and mentoring to team members, as needed, in areas of financial planning and business development· Provide investment, planning and operations support as needed· Gather, enter, and analyze all necessary financial plan client data, independently and with team· Complete final review of all meeting materials· Develop and present financial plans and investment advice appropriate to individual client situations and in line with the firm’s planning processes and investment methodology· Maintain involvement in client’s investment strategy and provide appropriate actions regarding client situations, goals and needs relative to investment strategy· Review client insurance coverage and present analysis and recommendations to assigned client base· Perform scheduled client review meetings to identify planning needs and opportunities· Analyze new financial strategies, new tax and law changes to determine how they will affect our clients.· Collaborate and coordinate with clients’ other professional advisors to deliver thoughtful and holistic advice, recommendations, and service· Work with the team to streamline the firm’s policies and procedures, focusing on excellent and efficient operations and client service· Serve as primary contact for assigned client relationships· Coordinate with support team members to direct the elements of the Total Client Experience· Follow up on qualified prospects in collaboration with the team and firm principal· Identify, maintain, and work with the team to pursue referral opportunities, particularly with centers of influence· Complete back-up duties as assignedKnowledge, Skills & Attributes· CFP® designation helpful· Series 7 license and state health, life, disability and variable annuity licenses· Financial planning experience preferred· Strong computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint· Strong math and analytical skills· Excellent oral, written and interpersonal communication skills· Impeccable ability to maintain confidentiality and integrity· Effective follow-up skills and ability to meet deadlines· Flawless attention to detail and accuracy· Self-motivated with ability to work well independently and with the team· Professional appearance and demeanorNothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.Benefits: Vacation: 3 weeks to start, 4 weeks at year 10; generous paid sick time; 401k with 4% employer match; 1 floating day per year; from Memorial Day to Labor Day, work ½ day on Fridays from home; off for NY Stock Exchange holidays; Holidays: New Year’s Day, Martin Luther King Jr Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, July 4th, Labor Day, Thanksgiving, Christmas, with early closures before certain holidays; plus paid parkingCompensation: $120,000 to $130,000, based on experience and ability; plus bonusBackground check required
- 21 Days Ago
Patient/Financial Services Representative
- CENTER FOR ADVANCED REPRODUCTIVE SERVICES PC
-
Springfield, MA
OTHER
- Job Details Job Location: Springfield - Springfield, MA Position Type: Full Time Salary Range: Undisclosed The Patient/Financial Services Representative is responsible for all insurance benefits, pre-...
- 23 Days Ago
Business Relationship Manager
- CHD Brand
-
Springfield, MA
FULL_TIME
- The Relationship Manager builds and maintains a working relationship between the business operations partners and information technology. The RM provides guidance and advice, building rapport, and tru...
- 10 Days Ago
Business Relationship Manager
- Center for Human Development
-
Springfield, MA
FULL_TIME
- The Relationship Manager builds and maintains a working relationship between the business operations partners and information technology. The RM provides guidance and advice, building rapport, and tru...
- 14 Days Ago
Account Relationship Manager
- Five Star Call Centers
-
Brimfield, MA
FULL_TIME
- Headquartered in Sioux Falls, SD, Five Star Call Centers offers onshore, nearshore, and offshore options. We provide total customer satisfaction in a passionate, relentless and impactful manner with m...
- 1 Month Ago
Business/IT Relationship Manager
- FIT Staffing
-
Springfield, MA
FULL_TIME
- Our client, a large non-profit mental health and human services organization in Western Massachusetts, is seeking a full-time Business/IT Relationship Manager who will report to the CIO and will ensur...
- 21 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Springfield, MA area
Financial Advisor
- Grenier Financial Services
-
Springfield, MA
- Job Description Job Description If you have the experience and character to succeed as a Financial Advisor and work as p...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Springfield, MA
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
- Department Of The Treasury
-
Springfield, MA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/16/2024 12:00:00 AM
Supervisory Internal Revenue Agent 12 month Roster
- Department Of The Treasury
-
Springfield, MA
- 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
Financial Advisor
- Livictus Financial Services
-
Amherst, MA
- Job Description Job Description Livictus Financial Services has a new and exciting opportunity for an established Financ...
- 4/15/2024 12:00:00 AM
Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
- Department Of The Treasury
-
Springfield, MA
- Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
- 4/14/2024 12:00:00 AM
Branch Manager I
- Great Western Bank
-
Hartford, CT
- ** Branch Manager I** **Job Category****:** Retail **Requisition Number****:** BRANC004222 Showing 1 location **Job Deta...
- 4/14/2024 12:00:00 AM
Wealth Planner
- Fiducient Advisors
-
Windsor, CT
- Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
- 4/12/2024 12:00:00 AM
About Springfield, Massachusetts
Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area.
Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$71,991 to $94,663
Springfield, Massachusetts area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does an SB Financial Services Relationship Manager do?
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