SB Financial Services Relationship Manager jobs in Cleveland, OH
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
Relationship Manager I - Virtual Healthcare Banking
- PNC Financial Services Group
-
Cleveland, OH
FULL_TIME
-
Job Profile
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Virtual Healthcare Banking within PNC's Business Banking organization, you can sit in any PNC location, including those not listed on the requisition. This position is primarily based in a PNC location, as responsibilities require time in the office.
Job Description
The Business Banking - Healthcare Virtual Relationship Manager is a regionally located, centrally focused sales position working within multiple markets.
This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage existing clients.
This role is responsible for growing share of wallet with existing clients.
Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services.
Provides ideas and insights based on understanding of the client’s needs and their financial well-being while focusing on increasing client engagement and loyalty.
Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients.
Coordinates the implementation and documentation of non-credit products and services.
Leverages knowledge of the industry and market to prioritize efforts.
Manages the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
Collaborates with Virtual RM team to share best practices and opportunities.
Leverages Small Business sales development partners to engage in effective client outreach.
Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
Effectively manages risk/return in accordance with PNC's risk profile and drives quality for existing clients.
Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Competencies
Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
Tech Savvy – Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.
Work Experience
Roles at this level typically require a university / college degree, with 3 years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Additional Job Description
Base Salary : $71,500 - $127,075
Salaries may vary within the range based on geographic location, market data and on individual skills, experience, and education.
Incentive: Role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window: Generally, this opening is expected to be posted for 48 business hours from 4/19/2024, although longer with business discretion.
Benefits
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. - Just Posted
Commercial Banking Relationship Manager III- Dealer Floorplan
- PNC Financial Services Group
-
Cleveland, OH
OTHER
- Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
- 29 Days Ago
Manager, Patient Financial Services
- ACMC Healthcare System
-
Rock, OH
FULL_TIME
- Under the direction of the Patient Financial Services Director, the Billing Manager is responsible for directing the Billing office staff to include, Billing, Collections, Customer Service, Cash Posti...
- 29 Days Ago
Relationship Banker - Mentor Financial Center
- Bank of America
-
Mentor, OH
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...
- 15 Days Ago
Relationship Banker - Solon Financial Center
- Bank of America
-
Solon, OH
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...
- 1 Month Ago
Relationship Manager
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but eligible for a hybrid schedule. JOB SUMMARY:The Dedicated Relationship Manager effectively manages and supports an assigned Equity Trust Compan...
- 29 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Cleveland, OH area
IT Operations Manager
- Franklin Fitch
-
Cleveland, OH
- IT Operations Manager | Financial Services | Cleveland, OH | $100k-$135k The IT Operations Manager position is open with...
- 4/23/2024 12:00:00 AM
Finance Manager
- Mansa Medical
-
Cleveland, OH
- The Company Mansa Medical, LLC is a Cleveland-based, family-owned business that is the industry’s top provider of MRI an...
- 4/23/2024 12:00:00 AM
Senior Treasury Analyst – Semi-Remote
- Advice Personnel
-
Cleveland, OH
- Senior Treasury Analyst – Semi-Remote Position Summary We are seeking a Senior Treasury Analyst to support a rapidly gro...
- 4/23/2024 12:00:00 AM
IT Operations Manager
- Franklin Fitch
-
Cleveland, OH
- IT Operations Manager | Financial Services | Cleveland, OH | $100k-$135k The IT Operations Manager position is open with...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Cleveland, OH
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Account Manager I - Commercial Treasury Management
- PNC Financial Services Group, Inc.
-
Cleveland, OH
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
- 4/19/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Cleveland, OH
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/19/2024 12:00:00 AM
Sr Financial Analyst
- Lumen
-
POZNAN, 61871
- About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications – quic...
- 4/3/2024 12:00:00 AM
About Cleveland, Ohio
Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States.
The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,781 to $89,127
Cleveland, Ohio area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does an SB Financial Services Relationship Manager do?
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This data is intended to be an estimate, not prescriptive financial or tax advice.
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