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)
The Manager Patient Financial Services oversees a defined section of the Business Office as assigned: Billing (government or commercial) or Support Services (cash posting, customer service, vendor management, refund analysis, document retrieval and scanning). Manages daily operations to ensure efficiency and accuracy in all areas of responsibility. Provides Quality Improvement monitoring to ensure employee compliance with departmental standards and procedures. Identifies process opportunities and seeks out and implements solutions. Hires, trains and develops employees within area of responsibility. Serves as a lead for collections managers and provides overall operations support as well as assists in identifying resolutions of complex operations issues that may arise.
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0 SB Financial Services Relationship Manager jobs found in Jackson, MS area