SB Financial Services Relationship Manager jobs in Clarksville, 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)
Recently Added SB Financial Services Relationship Manager jobs
- PR Financial
-
Clarksville, TN
FULL_TIME
-
P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!
Job Responsibilities:
• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
• Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
• Great interpersonal, communication, leadership, and management skills
• Must be 18 years or older
• Active driver's license
• Must be coachable, detail-oriented, and a team player.
• Possesses outstanding interpersonal and communication skills.
• An active Life Health insurance license is a strong bonus but not required.
• Previous customer service preferred
Job Type: Full-time
Pay: $71,078.00 - $155,108.00 per year
Benefits:
• Flexible schedule
• Work from home
Schedule:
• Monday to Friday
• Weekends as needed
Supplemental pay types:
• Bonus opportunities
• Commission pay
Experience:
• Sales: 2 years (Required)
Language:
• English (Required)
• Spanish (Preferred)
License/Certification:
• Life Insurance License (Required)
Work Location: In person - 3 Days Ago
- Healthcare Services Group, Inc.
-
DOVER, TN
OTHER
- Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
- 11 Days Ago
- Healthcare Services Group, Inc.
-
DICKSON, TN
OTHER
- Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
- 1 Day Ago
- Community Choice Financial Family of Brands
-
Clarksville, TN
FULL_TIME
- Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of ...
- 1 Month Ago
- Michael Freemyer - State Farm Agent
-
Clarksville, TN
FULL_TIME
- Position Overview State Farm Insurance Agent located in Clarksville, TN is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michael Freemyer - Stat...
- 14 Days Ago
- isaac grizzell - State Farm Agent
-
Dickson, TN
FULL_TIME
- Benefits: Bonus based on performance Company parties Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: isaac grizzell - State Farm Agent is seeking an organized and ef...
- 2 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Clarksville, TN area
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were up 1.3% from a year ago