SB Financial Services Relationship Manager jobs in Helena, MT

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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Financial Services Professional
  • Bankers Life
  • Missoula, MT FULL_TIME
  • Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives.

    If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.


    Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.

    Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day.

    With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

    Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

    As a Bankers Life Financial Services Professional Expect To:

    • Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
    • Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
    • Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
    • Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives while generating a passive income stream.

    How Bankers Life will provide support:

    • Flexible in-office schedules once you complete your agent training and take off as a producing agent.
    • Bankers Life agents are provided prelicensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
    • Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
    • Benefiteligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
    What makes a great Financial Services Professional?

    • Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
    • Selfmotivated to network and prospect for new clients, while demonstrating strong timemanagement skills.
    • Strong relationship building and communication skills will bond you with clients and colleagues.
    • Competitive and entrepreneurial spirit to achieve success both for yourself and others.


    The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles.

    Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals


    About us:


    With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable.

    Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.


    Compensation & Benefits:
    Commission structure designed to grow with you
    Diverse and flexible income portfolio and Bonus programs
    Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP , and more
    Retirement Savings Program

    Note:
    Applicants must reside in the state of position to be considered
  • 26 Days Ago

F
Financial Services Representative I
  • First Interstate Bank
  • Belgrade, MT FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourBelgrade, MT Main branch.What's Important to YouWe know your career i...
  • 1 Month Ago

M
Tax Accountant (minimum 2 years tax prep experience to apply)
  • McDermott Financial Services PC
  • Bozeman, MT FULL_TIME
  • Bozeman CPA firm looking for a technically advanced tax preparer with 2-5 years experience, knowledgeable in tax law, bookkeeping and payroll preparation, and is committed to joining our team long ter...
  • 14 Days Ago

W
Senior Audit Accountant, Financial Services
  • Wipfli LLP
  • Missoula, MT FULL_TIME
  • At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource group...
  • 1 Month Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • BOZEMAN, MT 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...
  • 19 Days Ago

H
Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • LIVINGSTON, MT 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...
  • 15 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Helena, MT area

Helena (/ˈhɛlɪnə/) is the state capital of the U.S. state of Montana and the county seat of Lewis and Clark County. Helena was founded as a gold camp during the Montana gold rush, and was established in 1864. Over $3.6 billion of gold was extracted in the city limits over a duration of two decades, making it one of the wealthiest cities in the United States by the late nineteenth century. The concentration of wealth contributed to the city's prominent, elaborate Victorian architecture. At the 2010 census Helena's population was 28,190, making it the fifth least populous state capital in the Un...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$59,981 to $78,871
Helena, Montana area prices
were up 3.1% from a year ago

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