SB Financial Services Relationship Manager jobs in Temple, TX

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)

B
Relationship Manager Corporate Coverage
  • Bank ABC
  • milano, TX FULL_TIME
  • Job Title:Relationship Manager

    Location:Milan Italy

    Job Purpose

    • Relationship Manager Corporate Coverage (Business Development Function) working in the Wholesales Banking Europe division. The role focuses on originating and developing business through the management of existing corporate client relationships and the identification and onboarding of newtobank corporate client relationships.
    • This involves ensuring the sustainability and growth of capital efficient income streams through selling / originating the Banks Wholesale Banking Product suite including Transactional Banking (Trade Finance Supply Chain Finance & Cash Management) and other Lending products in line with Bank ABC Groups strategy risk appetite and meets the various targets and KPIs set by Senior Management.

    Job Context

    • To manage client expectations and at same time deliver following Bank ABC internal requirements and process. To be able to work well under pressure and to tight deadlines.
    • An ability to provide solutions and to follow them carefully through is required. It is important to demonstrate commercial vocation client centricity whilst at the same time ensuring that the Bank is not exposing itself to risks that exceed the Banks appetite. To work well within a team and be capable of recognizing when matters should be raised to management for further discussion and action.

    Responsibilities Accountabilities & Deliverables

    To work closely with other members of Milan Business Development team to help grow corporate client relationships business and income.
    Maintaining and growing existing corporate relationships with Italian and other Milan coverage countries Corporates. Sustain Milan branch through the creation of new corporate client relationships to deliver in the revenue origination targets and other KPIs set annually
    Origination and pricing of Wholesale Banking products with a focus on Trade Finance and Transactional banking including confirmation and LCs discounts issuance of guarantees Pre export Financing Receivable Discount Facilities as well as other Credit & Lending products such as RCF and TLs and crosssell the full product suite a that fit both the clients and the Banks requirements.
    Risk and market analysis to offer clients adequate solutions in terms of both business and risks.
    Liaison with and maintenance of effective relationships with other areas of the Bank/ABC Group such as Country Managers Head of Corporate Coverage and Senior Relationship Managers Credit Trade Finance Support Risk Distribution Insurance Legal Risk Management Compliance Transaction Management and Control including present in various committees such as Credit Reputational Risks as and when required
    Establish detailed marketing and account plans and travel to meet with existing and prospect clients involving Credit/Support function as necessary.
    Obtain all necessary information from the clients to support an adequate capital and credit approval process. Maintain client files reports and provide regular reports to line management.
    Work closely with Middle Office in the preparation of Credit Applications.

    Knowledge

    Indepth knowledge of Trade Finance and Supply Chain Finance business/structures/ documentation as well as other banking products like credit lending and cash management. Ability to evaluate and manage risk and to maximize the profit for the Bank.

      Attributes

      Strong interpersonal skills and strong commercial skills to maximize results. Integrity professionalism and ability to assume responsibility. Attitude to challenge the status quo with the aim to improve overall conditions internally and externally.

      Equal Employment Opportunity

      Bank ABC is committed to the principles of equal employment opportunity for all employees and applicants and in accordance with applicable laws does not discriminate on the basis of sex gender identity gender expression race color religion national origin ancestry age marital status disability medical condition sexual orientation or on any other basis prohibited by law.

      We welcome applications from people with disabilities and are committed to providing reasonable adjustments where necessary to make interviews and jobs more accessible. Should you have any difficulty during the recruitment process require any reasonable adjustments or an application to Access to work please contact the recruitment lead on:


      Informazioni sull’azienda:
      Bank ABC



      Settore:
      Altro/Non classificato


    • 20 Days Ago

    C
    Technical Support Representative
    • CORD Financial Services
    • Temple, TX FULL_TIME
    • The Technical Support Representative provides technical and network problem resolution to end-users (customers) by performing a question diagnoses while guiding users through step-by-step solutions. S...
    • 18 Days Ago

    C
    Director - ISO
    • CORD Financial Services
    • Temple, TX FULL_TIME
    • The Director, ISO Channel oversees the strategy and architecture of an ever-improving distribution/logistics model, inventory accuracy, on-time delivery, shipment accuracy and maintains corporate cost...
    • Just Posted

    L
    Customer Service Representative (Loan Consultant II)
    • Lendmark Financial Services, LLC
    • Bryan, TX FULL_TIME
    • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
    • 1 Day Ago

    L
    Customer service representative
    • Lendmark Financial Services
    • Bryan, TX FULL_TIME
    • SUMMARY The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan exte...
    • 2 Days Ago

    G
    Junior Relationship Manager - Business Banker
    • Granger National Bank
    • Granger, TX FULL_TIME
    • JOB TITLE: Jr. Relationship Manager – Business Banker DEPARTMENT: Lending LOCATION: Granger, Texas REPORTS TO: Chief Credit Officer ABOUT US: Granger National Bank (the “Bank”) is the oldest banking e...
    • 15 Days Ago

    Filters

    Clear All

    Filter Jobs By Location
    • Filter Jobs by companies
    • More

    0 SB Financial Services Relationship Manager jobs found in Temple, TX area

    Temple is a city in Bell County, Texas, United States. As of 2016, the city has a population of 73,600 according to a US census estimate. Located near the county seat of Belton, Temple lies in the region referred to as Central Texas and is a principal city in the Killeen–Temple–Fort Hood Metropolitan Statistical Area, which as of 2015 had a population of 450,051. Located off Interstate 35, Temple is 65 miles (105 km) north of Austin and 34 miles (55 km) south of Waco. Temple has developed as a small city with a number of arts and retail amenities not typically associated with a smaller commun...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for SB Financial Services Relationship Manager jobs
    $62,328 to $81,957
    Temple, Texas area prices
    were up 1.2% from a year ago

    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
    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