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)
SUMMARY
The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals.
Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.
MAJOR DUTIES / RESPONSIBILITIES :
Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained.
Approve loans up to established lending limits and complete loan closings.
Handle account activities related to collection accounts, including phone calls and face to face communications with customers.
Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.
Actively market all branch products and services to individuals.
Perform all other duties as assigned by management.
BASIC REQUIREMENTS :
High School Diploma or GED from accredited institution
2-4 plus years consumer finance or related experience
Cash handling; computer skills; customer service skills
Ability to work with minimum supervision
Excellent communication skills
Proficient working knowledge of Microsoft Windows, Excel and Word Applications
PREFERRED / DESIRED QUALIFICATIONS :
Associates or Bachelor’s Degree
Bilingual, Spanish / English
COMPENSATION :
The salary range for this position is $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and / or Experience of the selected candidate.
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
WORK ENVIRONMENT : Office Environment
Office Environment
Last updated : 2024-04-25
Clear All
0 SB Financial Services Relationship Manager jobs found in Hopkinsville, KY area