SB Financial Services Relationship Manager jobs in Greenville, SC

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 - West Anderson Financial Center
  • Bank of America
  • Anderson, SC 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
  • 18 Days Ago

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Financial Accountant
  • Global Lending Services
  • Greenville, SC FULL_TIME
  • Why GLS?Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one’s family, and the needs of others. Through advan...
  • 1 Month Ago

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Facilities Manager
  • Spero Financial
  • Greenville, SC FULL_TIME
  • Role Responsible for all aspects of the facilities at Spero Financial. Leads the Facilities Department and develops its employees, while ensuring that all Spero Financials' building systems and equipm...
  • 8 Days Ago

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Controller/Director Financial Services
  • Furman University
  • Greenville, SC FULL_TIME
  • Controller/Director Financial Services Welcome to Furman University's Career Site! IMPORTANT: Load all documents in the My Experience area under Resume/CV. This may include your resume/C.V., cover let...
  • 1 Month Ago

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Financial Services Representative
  • Founders Federal Credit Union
  • Clemson, SC FULL_TIME
  • Relax...Join our Team! Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members ...
  • 1 Month Ago

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International Business Development Specialist
  • Five on Fifty Financial Services
  • Simpsonville, SC FULL_TIME
  • Employer: Five on Fifty Financial Services, LLC Job Location: Simpsonville, SC Job Duties: Grow the company’s international presence by researching marketing strategies and identifying potential marke...
  • 19 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Greenville, SC area

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Experienced Financial Advisor - Sales (Greenville SC & surrounding areas)
  • Stone Press Financial Group
  • Greenville, SC
  • Job Description Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • Atria Wealth Solutions
  • Greenville, SC
  • Job Description Job Description Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit ...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Greenville, SC
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
  • Department Of The Treasury
  • Greenville, SC
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Financial Specialist-24-00529
  • Datasoft Technologies, Inc.
  • Greenville, SC
  • Financial Specialist Onsite About the Job Duration: Long-term renewable contract Location: Greenville, SC Pay rate: Hour...
  • 4/21/2024 12:00:00 AM

T
Financial Advisor
  • Truliant Federal Credit Union
  • Greenville, SC
  • Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financi...
  • 4/19/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Greenville, SC
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/19/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Greenville, SC
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/15/2024 12:00:00 AM

Greenville is located at 34°50′40″N 82°23′8″W / 34.84444°N 82.38556°W / 34.84444; -82.38556 (34.844313, −82.385428), roughly equidistant between Atlanta (145 miles [233 km] southwest), and Charlotte, North Carolina (100 miles [160 km] northeast). Columbia, the state capital, is 100 miles (160 km) to the southeast. Greenville is in the foothills of the Blue Ridge Mountains, a physiographic province of the larger Appalachian Mountains range, and includes many small hills. Sassafras Mountain, the highest point in South Carolina, is in northern Pickens County, less than 40 miles (64 km) northwe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$64,123 to $84,317
Greenville, South Carolina area prices
were up 1.5% from a year ago

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