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)
Looking for an opportunity to join GTE Financial in a Senior Business Banking Relationship Manager role?
GTE Financial is looking for a strategic, customer-focused, professional individual to join our team asa Senior Business Banking Relationship Manager. The Sr. Business Banking Relationship Manager role is primarily responsible for direct selling activities to business members and prospective business members within the credit union's area of operations. Activities include gathering prospect information, networking, and performing sales calls to targeted businesses to solicit loans, depository products, treasury management solutions, referrals to other GTE business groups, and membership as a community partner on behalf of the credit union. The candidate will also interview potential business members to determine initial creditworthiness and remain an active participant throughout the underwriting process. In addition to procuring new business members for the credit union, the candidate will manage a portfolio of existing business members and be accountable for member satisfaction, cross-selling, and growth.
What does GTE look for in a Senior Business Banking Relationship Manager?
Business Development:
Service:
Operations:
Required Qualifications:
Position Details:
Location: Downtown Tampa - GTE Headquarters
Department Hours: Monday- Friday (8:00 am to 6:00 pm) // Saturday (9:00 am to 1:00 pm)
Full-time hours are required, with additional hours necessary to accomplish objectives, goals, and projects.
GTE was named as one of Tampa's Top Workplaces!
Come and join our award-winning team.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish an employment contract and are subject to change at the employer's discretion.
e employer's discretion.
0 SB Financial Services Relationship Manager jobs found in Tampa, FL area