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)
Career Description: Account Managers work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. NYL and its affiliates are dedicated to prudent financial management, high quality products, and impeccable services.
Career Advancement - After two years as a successful associate, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.
Benefits:
· Significant Income Potential
· Comprehensive Health/Dental/Life/Disability Coverage
· Retirement Package and Pension Plans
· Sponsorship of Licensing and industry credentials
· 2015 average income for top 5 Managing Partners is approximately $2,508,400
· First year average income of new representatives is approximately $80,000
Here are just a few of our recent recognition's:
· Ranks #80 on the Fortune 500 list for 2015**
· Fortune Magazine’s List of World’s Most Admired Companies for 2014
· “Training Top 125” for Training magazine ranking for 2014
· “Best Company for Multicultural Women” by Working Mother Magazine
Job requirements:
· Prior financial services background NOT required
· Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision.
Job Type: Full-time
Pay: $60,000.00 - $94,226.00 per year
Benefits:
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Travel requirement:
Work Location: In person
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