SB Financial Services Relationship Manager jobs in Huntington, NY

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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Account Manager - Financial Services
  • NYLIC
  • Melville, NY FULL_TIME
  • 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:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Experience level:

    • No experience needed

    Schedule:

    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Travel requirement:

    • No travel

    Work Location: In person

  • 1 Month Ago

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Financial Services Representative - Mequon, WI
  • Fidelity Brokerage Services LLC
  • Port Washington, NY FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago

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Private Client Relationship Manager
  • EPIC Brokers
  • Melville, NY FULL_TIME
  • Location: Hybrid role, Melville, NY or Jersey City, NJ office. Job Summary Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guida...
  • 25 Days Ago

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Associate Financial Services Representative
  • Northwell Careers
  • Melville, NY FULL_TIME
  • Job Responsibility: Understand intricacies of health care billing and how to communicate effectively Have financial conversations and drive the collection of payments Promote meaningful and positive p...
  • 18 Days Ago

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Financial Services Representative (Hybrid)
  • Northwell Careers
  • Melville, NY FULL_TIME
  • Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log. Job Responsibility Inte...
  • 2 Days Ago

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Financial Services Specialist
  • National Life
  • Melville, NY FULL_TIME
  • We are seeking passionate, determined, personable, and outgoing individuals to add to our team. Financial Representatives help clients identify and achieve their financial goals by utilizing Life Insu...
  • 5 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Huntington, NY area

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Tax Senior Manager- Financial Services
  • Spartan Placements LLC
  • New York, NY
  • Tax Senior Manager- Financial Services RESPONSIBILITIES: Develop and implement tax strategies to optimize tax efficiency...
  • 4/22/2024 12:00:00 AM

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Tax Manager - Financial Services - Wealth and Asset Management - Open US location
  • EY
  • New York, NY
  • At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture ...
  • 4/22/2024 12:00:00 AM

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 4/21/2024 12:00:00 AM

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Data Project Manager, Financial Services
  • BIP.Monticello
  • New York, NY
  • Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class...
  • 4/20/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advi...
  • 4/20/2024 12:00:00 AM

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Finance Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 4/20/2024 12:00:00 AM

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Accounts Payable Administrator
  • Winston Staffing Services
  • Syosset, NY
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 4/19/2024 12:00:00 AM

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Finance Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 4/18/2024 12:00:00 AM

The Town of Huntington is one of ten towns in Suffolk County, New York, United States. Founded in 1653, it is located on the north shore of Long Island in northwestern Suffolk County, with Long Island Sound to its north and Nassau County adjacent to the west. Huntington is part of the New York metropolitan area. As of the United States 2010 Census, the town population was 203,264....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$78,686 to $103,467
Huntington, New York area prices
were up 1.5% 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