SB Financial Services Relationship Manager jobs in Tampa, FL

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)

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Senior Business Relationship Manager
  • GTE Financial
  • Tampa, FL FULL_TIME
  • 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:

    • Utilize credit union-provided market data and networking and prospecting information to solicit business services prospects and members for business services products and services.
    • Perform business development sales calls to existing and prospective members to grow business membership and growth in business deposits and loans.
    • Accountable for obtaining individual, departmental, and credit union sales and revenue goals.
    • Understand the nature of a business member or prospect's business operations to provide consultative and needs-based selling.
    • Have complete knowledge of all Business Banking products and services and make applicable recommendations to business members.
    • Recommend and cross-sell products to business members and the business principals.

    Service:

    • Engage in community-based activities to promote the credit union and create networking opportunities.
    • Develop and establish strong relationships with Centers of Influence.
    • Excellent interpersonal and presentation skills to effectively communicate with management, co-workers, and members.
    • Excellent analytical skills and knowledge of financial institution operations.
    • Ability to work independently and as a team member while using discretion in decision-making and sound judgment in problem-solving.
    • Ability to present a professional image when dealing with members, co-workers, management, and outside contacts.

    Operations:

    • Knowledge of applicable regulatory guidelines and credit union credit policy to appropriately underwrite structure and administer loans.
    • Understand SBA's Standard Operating Procedures to administer SBA guaranteed loans.
    • Facilitate the underwriting process of new loan requests and guide Portfolio Specialists through the underwriting process.
    • Present loans recommended to the Business Loan Committee when applicable based on the loan policy.
    • Manage an assigned portfolio of business members to ensure member satisfaction and remain abreast of business performance related to credit repayment. Remain the primary contact for trusted business members.
    • Accountable for the compliance and collections within the assigned portfolio of a member business.
    • Advise management of any adverse credit conditions within the portfolio.
    • Knowledge of depository products and treasury management solutions.
    • Understand the credit union's financial offerings in order to make recommendations to members
    • Serve as primary contact for Community Financial Centers on business product opportunities and business member inquiries or service issues.
    • Maintain regular contact with Community Financial Centers to promote Business Banking through the credit union.
    • Ability to change within working responsibilities, internal, market, or regulatory-driven.
    • Proficient PC skills, with the ability to learn new software.
    • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
    • Bilingual preferred (English/Spanish).

    Required Qualifications:

    • 2-4 years of college preferred or equivalent industry experience. Business administration or finance fields of study preferred
    • Min 5 years of experience performing credit analysis for business loan approval or completion of industry-recognized commercial credit underwriting training
    • A combination of education and experience will be considered
    • Needs-based consultative sales skills
    • Proven sales track record in business development and sales competencies in Business Banking

    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.


    Equal Opportunity Employer – minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity. GTE Financial is committed to the policy of providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status.

     

  • 13 Days Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Brooksville, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 16 Days Ago

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Financial Consultant
  • Omni Financial Services
  • Tampa, FL FULL_TIME
  • Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa....
  • 3 Days Ago

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Merchant Services Relationship Manager - Vice President
  • JPMC Candidate Experience page
  • Tampa, FL FULL_TIME
  • You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager in Merchant Services, you will be responsible for the retention ...
  • 1 Month Ago

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Full Time Relationship Banker - Citrus Park branch
  • DFCU Financial
  • Tampa, FL FULL_TIME
  • The Opportunity: We are seeking a full time Relationship Banker to join our team at our Citrus Park branch! In this role, the Relationship Banker will build member relationships by identifying and pro...
  • 2 Days Ago

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Full Time Relationship Banker - Brandon branch
  • DFCU Financial
  • Brandon, FL FULL_TIME
  • Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: Our Brandon...
  • 11 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Tampa, FL area

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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VP of Finance
  • Search Connections
  • Tampa, FL
  • Job Description Job Description We are seeking a VP Of Finance! You will be responsible for the effective management and...
  • 3/26/2024 12:00:00 AM

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,517 to $86,157
Tampa, Florida area prices
were up 1.1% from a year ago

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