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)
Position Summary:
The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.
Duties and Responsibilities:
Client Service
Prepare reports and analysis for clients
Client information management
Assigns workflow as needed to fulfill client needs
Client Onboarding
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
Qualifications:
Working Conditions:
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