SB Financial Services Relationship Manager jobs in Charleston, SC

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
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Relationship Manager

    Reports to: Director of Practice Management

    Status: Exempt

    Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.

    Responsibilities:

    • Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
    • Maintain and input tasks for multiple financial advisors and provide regular reports on task status
    • Manage various office-related tasks
    • Greet clients and prospects, ensuring a positive initial impression
    • Plan and support client events and seminars
    • Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients
    • Depositing securities and client checks that are received in office
    • Running client review investment reports and financial planning summaries
    • Handling of insurance application process and follow through
    • Maintaining and updating information in Apollon CRM
    • Identify efficiency opportunities

    Minimum Education:

    • Bachelors Degree preferred

    Skills and Experience:

    • 3 years recent industry experience (Required)
    • Self-starter and motivated to learn
    • Familiar and competent in the Windows suite of programs
    • Embraces working on a team
    • Strong communication with clients both verbally and written
    • Familiarity with Salesforce preferred
    • Knowledge of custodial platforms (Required)
    • Industry licensing (Not Required)

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  • 2 Days Ago

A
Relationship Manager
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
  • 6 Days Ago

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Relationship Banker - Goose Creek Financial Center
  • Bank of America
  • Goose Creek, SC FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 20 Days Ago

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Sr. Commercial Relationship Manager
  • First Horizon
  • Mount Pleasant, SC FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 1 Day Ago

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Business Relationship Manager - HYBRID
  • NexGen Data Systems Inc (NGDS)
  • Hanahan, SC FULL_TIME
  • DescriptionNexGen Data Systems is seeking a Business Relationship Manager (BRM) who will provide support to mission owners within the Data Center and Cloud Hosting Services (DC2HS) division. These res...
  • 17 Days Ago

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Relationship Manager External Affairs
  • MUSC
  • Charleston, SC FULL_TIME
  • Job Description SummaryResponsible for the relationship development and management of a portfolio of assigned strategicpartnerships across MUSC’s tripartite mission. Identify, develop and maintain rel...
  • 1 Month Ago

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0 SB Financial Services Relationship Manager jobs found in Charleston, SC area

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Financial Representative
  • Modern Woodmen of America
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

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Grants Manager
  • Carolina Youth Development Center
  • North Charleston, SC
  • OVERALL JOB PURPOSE: CYDC is seeking a Grants Manager to plan, execute and supervise corporate, private foundation, and ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Registered Investment Advisor
  • Alphavest, LLC
  • For advisors today, the demands of the industry are increasing and we’re not advancing. Family and lifestyle suffer whil...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Financial Advisor - Charleston, SC and surrounding areas Our districts in Charleston, SC & Summerville, SC are seeking a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • North Charleston, SC
  • 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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Personal Banker - Roving Sweetgrass District
  • WELLS FARGO BANK
  • Johns Island, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

Charleston is the oldest and largest city in the U.S. state of South Carolina, the county seat of Charleston County, and the principal city in the Charleston–North Charleston–Summerville Metropolitan Statistical Area. The city lies just south of the geographical midpoint of South Carolina's coastline and is located on Charleston Harbor, an inlet of the Atlantic Ocean formed by the confluence of the Ashley, Cooper, and Wando rivers. Charleston had an estimated population of 134,875 in 2017. The estimated population of the Charleston metropolitan area, comprising Berkeley, Charleston, and Dorche...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,368 to $85,961
Charleston, South Carolina area prices
were up 1.5% from a year ago

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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020