SB Financial Services Relationship Manager jobs in Chattanooga, TN

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 Banker - Chattanooga Main Financial Center
  • Bank of America
  • Chattanooga, TN 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 deliver for our clients, teammates, communities and shareholders every day. 

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:

    This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

    Responsibilities:

    • Executes the bank's risk culture and strives for operational excellence

    • Builds relationships with clients to meet financial needs

    • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

    • Grows business knowledge and network by partnering with experts in small business, lending, and investments

    • Manages financial center traffic, appointments, and outbound calls effectively

    • Drives the client experience

    • Manages cash responsibilities

    Required Qualifications:

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for new and existing clients based on their needs.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages time and capacity.

    • Focuses on results, while acting in the best interest of the client.

    • Can be flexible to work weekends and/or extended hours as needed.

    Desired Qualifications:

    • Experience in financial services and knowledge of financial services industry, products and solutions.

    • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

    • Six months of cash handling experience.

    • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

    Skills:

    • Adaptability

    • Business Acumen

    • Customer and Client Focus

    • Oral Communications

    • Problem Solving

    • Account Management

    • Client Experience Branding

    • Client Management

    • Client Solutions Advisory

    • Relationship Building

    • Business Development

    • Pipeline Management

    • Prospecting

    • Referral Identification

    • Referral Management

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 21 Days Ago

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Client Relationship Manager - Remote
  • Healthcare Strategies
  • Chattanooga, TN FULL_TIME
  • Client Relationship Manager - Remote About HealthCare Strategies: During our 40 years in business, HealthCare Strategies has earned a reputation for delivering quality services as an innovative nation...
  • 3 Days Ago

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Commercial Lender - Relationship Manager
  • First National Community Bank
  • Rome, GA FULL_TIME
  • Summary This role is responsible for commercial loan activity. Has more limited lending authority and handles more straightforward loans. Pursues business development, account maintenance and loan wor...
  • 16 Days Ago

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Sales Relationship Manager
  • Montague Consulting Group
  • Chattanooga, TN FULL_TIME
  • Montague Consulting Group is a small business located in Chattanooga, Tennessee. We are looking for highly motivated Sales Managers or individuals with relevant sales experience to join our team! Our ...
  • 1 Month Ago

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Entry Level Financial Services
  • Primerica
  • Rome, GA CONTRACTOR
  • EXCITING NEWS..! 📢 Primerica is currently seeking hardworking individuals who are ready to put in the work to achieve their financial freedom! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGH...
  • 14 Days Ago

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Financial Services Marketing
  • Primerica
  • Rome, GA CONTRACTOR
  • EXCITING NEWS..! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom and be a part of a bigger purpose. If helping people is something...
  • 17 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Chattanooga, TN area

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Chattanooga, TN
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Chattanooga, TN
  • 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 (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Chattanooga, TN
  • 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/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Chattanooga, TN
  • 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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Financial Services Professional
  • Bankers Life
  • Chattanooga, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/27/2024 12:00:00 AM

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Patient Financial Counselor
  • OneOncology
  • Chattanooga, TN
  • OneOncology is positioning community oncologists to drive the future of cancer care through a patient-centric, physician...
  • 3/27/2024 12:00:00 AM

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Wealth Advisor
  • Cetera Investment Services LLC
  • Chattanooga, TN
  • We are looking for a motivated individual to fill the role of a Wealth Advisor for Regions Wealth Management located at ...
  • 3/25/2024 12:00:00 AM

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Client Portfolio Manager
  • Allied Universal®
  • Chattanooga, TN
  • Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
  • 3/12/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 144.6 square miles (374.4 km2), of which 137.1 square miles (355.2 km2) are land and 7.4 square miles (19.2 km2), or 5.12%, are water. The most prominent natural features in and around Chattanooga are the Tennessee River and the surrounding mountains. The city is nestled between the southwestern Ridge-and-valley Appalachians and the foot of Walden's Ridge; the river separates the ridge from the western side of downtown. Several miles east, the city is bisected by Missionary Ridge. The Tennessee River is impounded by th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$62,061 to $81,612
Chattanooga, Tennessee area prices
were up 1.3% from a year ago

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