SB Financial Services Relationship Manager jobs in Fort Worth, TX
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
Bilingual Relationship Banker II
- SB Simmons Bank
-
Arlington, TX
FULL_TIME
- It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. It’s fun to work in a company where people truly BELIEVE in what they’re doing! We’re committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client’s expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role. Essential Duties and Responsibilities Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s) Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions Performs other duties and responsibilities as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required. Skills Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment Coach and lead the branch team according to process and protocol in the absence of an AFCM Education and/or Experience HS Diploma/GED Two years customer-facing and goal-oriented experience Bilingual, Spanish, preferred. This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information Computer Skills MS Office programs Understand and utilize social media platforms to help share brand awareness and obtain market knowledge Other Qualifications (including physical requirements) Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town) Ability to provide support and guidance at other banking institutions within the market Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies. Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team.
- Just Posted
Relationship Banker II
- SB Simmons Bank
-
Burleson, TX
FULL_TIME
- It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. It’s fun to work in a company where people truly...
- 1 Month Ago
Relationship Manager, Advisor Services- Centralized Relationship Management
- Charles Schwab Inc.
-
Westlake, TX
FULL_TIME
- Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance ...
- 3 Days Ago
Financial Services Manager
- The City of Fort Worth
-
Fort Worth, TX
FULL_TIME
- Pay Range: $89,975- $110,000 annual compensation Job Posting Closing on: Wednesday, April 17, 2024 Benefits for this position include: 11 Paid Holidays, Medical, Dental, Vision, Paid Time Off, Pension...
- 1 Month Ago
Relationship Banker II - SB - Glade and Heritage - Colleyville TX
- JPMorgan Chase
-
Colleyville, TX
FULL_TIME
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers....
- 27 Days Ago
Branch manager branch
- Lendmark Financial Services
-
Burleson, TX
FULL_TIME
- SUMMARY The role of Branch Manager is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, ...
- 20 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Fort Worth, TX area
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Fort Worth, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Fort Worth, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Product Specialist
- Audi Plano
-
Plano, TX
- Overview: Position Overview The Product Specialist has the opportunity to interact with hundreds of customers to help gu...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Fort Worth, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Fort Worth, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Fort Worth, TX
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Vehicle Acquisition Specialist
- AutoNation Ford Fort Worth
-
Fort Worth, TX
- Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
- 4/23/2024 12:00:00 AM
VP of Finance
- Search Connections
-
Dallas, TX
- Job Description Job Description We are seeking a VP Of Finance! You will be responsible for the effective management and...
- 4/23/2024 12:00:00 AM
About Fort Worth, Texas
Fort Worth is located in North Texas, and has a generally humid subtropical climate. It is part of the Cross Timbers region; this region is a boundary between the more heavily forested eastern parts and the rolling hills and prairies of the central part. Specifically, the city is part of the Grand Prairie ecoregion within the Cross Timbers. According to the United States Census Bureau, the city has a total area of 349.2 square miles (904 km2), of which 342.2 square miles (886 km2) is land and 7.0 square miles (18 km2) is covered by water. It is a principal city in the Dallas–Fort Worth metropl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,229 to $88,401
Fort Worth, Texas area prices
were up 2.2% from a year ago
were up 2.2% from a year ago
What does an SB Financial Services Relationship Manager do?
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020