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)
We are currently seeking a mature, outgoing and enthusiastic person to run our office. We are an established company looking for a hometown person to grow the office. We offer outstanding benefits and a wonderful work environment.
Job Type: Full-time
Benefits:
Supplemental pay types:
Experience in: Customer Service, Cash Handling, Problem Solving
This is a one or two person office. Office hours are Monday through Friday 8:30 am to 5:30 pm.
0 SB Financial Services Relationship Manager jobs found in Altus, OK area