SB Financial Services Relationship Manager jobs in Tupelo, MS

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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Relationship Manager Assistant II
  • Cadence Bank
  • Starkville, MS FULL_TIME
  • Description

    What The Role Is

    The position is a key component to the Business Banking model and may serve as liaison between RM and customer. The RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position.

    How You will Make an Impact

    • Prepare and review all account documentation pertinent to loans.
    • Review loan files to ensure the completeness of the file, and that all collateral has been properly secured
    • Maintain and clear all CIP, credit, insurance and policy exceptions
    • Maintain and prepare future maturities
    • Open/Close DDA, Savings and TD accounts - complete customer transactions
    • File maintenance - address changes, CIP updates, check/check card orders, transfers, wires, etc.
    • Coordinate loan renewal efforts
    • Fee refunds as approved by RM
    • Discover and communicate cross sell opportunities
    • Assist with community outreach and business development activities
    • Enter loan applications in ACTion with direction from RM
    • Process invoices and expense reports
    • Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department
    • Set appointments for Loan Officers as needed
    • Promote the bank's products and services
    • Build and maintain positive relations with all customers, potential customers and co-workers
    • Perform as a team member in allocating and coordinating the work flow
    • Contribute to the fulfillment of department and company objectives and goals
    • Comply with all department and company policies, procedures and regulations
    • Remain current on all pertinent consumer lending and other financial institution-related laws and regulations
    • Interacts with a range of individuals, both within and outside the immediate team, to convey basic information
    • Some accountability for medium-term tasks and many recurring basic initiatives
    • Limited use of judgment related to administrative issues
    • Understanding of support discipline
    • Understanding of straightforward, administrative, and/or other basic business services

    Who You Are

    • Stable job history
    • Exceptional verbal, organizational and interpersonal skills
    • Ability to write reports and correspondence
    • Ability to read and comprehend documents
    • Ability to calculate basic financial figures and amounts
    • Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office)
    • Professional appearance and demeanor
    • Ability to complete detailed work
    • Ability to enter data correctly using keyboard, typewriter and calculator
    • Ability to operate general office equipment
    • Ability to define problems, collect data, establish facts, and draw valid conclusions

    Education

    High school diploma or equivalent

    • Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training

    Characteristics

    • Regular and reliable attendance
    • Works cooperatively with others

    If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.

    Qualifications

    Experience
    Stable job history Exceptional verbal, organizational and interpersonal skills Ability to write reports and correspondence Ability to read and comprehend documents Ability to calculate basic financial figures and amounts Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office) Professional appearance and demeanor Ability to complete detailed work (preferred)


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

     

  • 1 Month Ago

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Life Insurance Sales Team Manager
  • PRT Financial
  • Meridian, MS FULL_TIME
  • As a company, we are focused on expanding and growing in new areas. We are looking for a driven individual who we can build a sales team around. This individual must be willing to learn and duplicate ...
  • 1 Month Ago

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Life Insurance Sales Team Manager
  • PRT Financial
  • Tupelo, MS FULL_TIME
  • As a company, we are focused on expanding and growing in new areas. We are looking for a driven individual who we can build a sales team around. This individual must be willing to learn and duplicate ...
  • 1 Month Ago

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Loan Ops Specialist
  • BankFirst Financial Services
  • Columbus, MS FULL_TIME
  • BASIC PURPOSE: Provide support for Loan Operations and branch lending personnel. Perform daily loan booking and servicing duties and provide operational support for all new and renewed commercial, con...
  • 23 Days Ago

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Call Center Representative I
  • BankFirst Financial Services
  • Starkville, MS FULL_TIME
  • Basic Purpose of Position: To provide both internal and external assistance and excellent service to customers and employees through a Call Center Environment. Duties of Position: Meets the needs of c...
  • 24 Days Ago

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Call Center Representative I
  • BankFirst Financial Services
  • Columbus, MS FULL_TIME
  • Basic Purpose of Position:To provide both internal and external assistance and excellent service to customers and employees through a Call Center Environment.Duties of Position:Meets the needs of cust...
  • Just Posted

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0 SB Financial Services Relationship Manager jobs found in Tupelo, MS area

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PLANT FINANCIAL ANALYST
  • The Judge Group
  • Booneville, MS
  • Job Title: Plant Financial AnalystLocation: Booneville, MSOur Company, Your Opportunity:JBS Foods is a company with an 8...
  • 3/28/2024 12:00:00 AM

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Commercial Insurance Agent
  • American National Insurance Agency
  • Tupelo, MS
  • What do you think an American National insurance agent is? We are entrepreneurs. We are ambitious. We are solution drive...
  • 3/27/2024 12:00:00 AM

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Team Leader>
  • Carrols Restaurant Group
  • Tupelo, MS
  • Carrols Restaurant Group - 847 Barnes Crossing [Shift Manager] As a Team Leader with Carrols Restaurant Group, you'll: E...
  • 3/27/2024 12:00:00 AM

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Sam's Club Team Manager - Mississippi
  • Sam's Club
  • Tupelo, MS
  • What you'll do at Position Summary... What you'll do... Working at Sam's Club means a career without boundaries. We are ...
  • 3/27/2024 12:00:00 AM

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Store Cleaning Associate (HIRING NOW)
  • threaded.space
  • Tupelo, MS
  • **Store Cleaning Associate (HIRING NOW)** TJX Canada Winners, Marshalls, HomeSense Tupelo, MS, USA Posted 1 day ago Part...
  • 3/27/2024 12:00:00 AM

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Pizza Hut - Restaurant Supervisor - Urgently Hiring
  • Pizza Hut
  • Tupelo, MS
  • Pizza Hut - Tupelo South is currently hiring a full time or part time Restaurant Supervisor for our Tupelo, MS location....
  • 3/26/2024 12:00:00 AM

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Store Manager
  • Citi Trends
  • Tupelo, MS
  • External Description Citi Trends is looking for a dedicated Store Manager to join our team at one of the largest chains ...
  • 3/24/2024 12:00:00 AM

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Laundry Worker
  • Healthcare Services Group, Inc.
  • Tupelo, MS
  • Who We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutriti...
  • 3/24/2024 12:00:00 AM

Tupelo /ˈtuːpəloʊ/ is a city in, and the county seat of, Lee County, Mississippi, United States. With an estimated population of 38,114 in 2017, Tupelo is the seventh-largest city in Mississippi and is considered a commercial, industrial, and cultural hub of North Mississippi. Tupelo was incorporated in 1867, although the area had earlier been settled as "Gum Pond" along the Mobile and Ohio Railroad. On February 7, 1934, Tupelo became the first city to receive power from the Tennessee Valley Authority thus giving it the nickname "The First TVA City." Much of the city was devastated by a maj...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$58,069 to $76,363
Tupelo, Mississippi area prices
were up 1.2% from a year ago

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