SB Financial Services Relationship Manager jobs in Jacksonville, FL

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)

L
Financial Services Representative
  • Lupo Financial Services
  • Jacksonville, FL FULL_TIME
  • Overview:

    We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in providing exceptional customer service and building strong relationships with clients. This is an excellent opportunity for someone with a passion for finance and sales to grow their career in the financial industry.

    Responsibilities:

    - Provide outstanding customer service to clients, addressing their financial needs and inquiries

    - Conduct financial sales, promoting our products and services to clients

    - Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty

    - Collaborate with team members to achieve sales targets and meet performance goals

    - Stay updated on industry trends and product knowledge to effectively serve clients

    - Utilize customer relationship management (CRM) software to track client interactions and maintain accurate records

    Requirements:

    - Excellent customer service skills with the ability to effectively communicate complex financial information

    - Ability to build and maintain relationships with clients, demonstrating strong relationship management skills

    - Ability to work independently as well as collaboratively in a team environment

    Join our team as a Financial Representative and embark on an exciting career in the financial industry. We offer competitive compensation, comprehensive training, and opportunities for professional growth. Apply now to become part of our dynamic team!

    Job Type: Full-time

    Pay: $800.00 - $1,600.00 per week

    Benefits:

    • Flexible schedule

    Experience level:

    • No experience needed

    Schedule:

    • Monday to Friday
    • Weekends as needed

    Work Location: In person

  • 13 Days Ago

M
Financial Services Representative - 10230 Atlantic Blvd #3
  • Momentum Financial Services Group
  • Jacksonville, FL FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
  • 10 Days Ago

W
Dealer Account Manager
  • Westlake Financial Services
  • Jacksonville, FL FULL_TIME
  • WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
  • 5 Days Ago

A
Associate Branch Manager
  • Ameriprise Financial Services, LLC.
  • Ponte Vedra Beach, FL FULL_TIME
  • The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling b...
  • 7 Days Ago

S
LTC Unit Manager
  • Summation Financial Services
  • Jacksonville, FL FULL_TIME
  • Here at Vivo Healthcare University we are looking for a LPN or RN Unit Manager. The Unit Manager will be primarily responsible for overseeing day to day patient care, supervising, directing and develo...
  • 27 Days Ago

1
Financial Services Representative - Middleburg Branch
  • 121 Financial Credit Union
  • Middleburg, FL FULL_TIME
  • We are seeking a Financial Services Representative for our Middleburg Branch! We are a credit union, not a bank. We are a cooperative and owned by our members (our name for customers) and we think it’...
  • 15 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Relationship Manager jobs found in Jacksonville, FL area

M
Financial Representative
  • Modern Woodmen of America
  • Jacksonville, FL
  • Please note this is a SALES/Commission position within the Financial Services industry. The ideal candidate will deliver...
  • 4/18/2024 12:00:00 AM

D
Senior Risk Manager - 3rd Party Risk
  • DWS Group
  • Jacksonville, FL
  • Employer: DWS Group Title: Senior Risk Manager – 3rd Party Risk Location: Jacksonville, FL About DWS: Today, markets fac...
  • 4/17/2024 12:00:00 AM

E
Entry-Level Financial Advisor Leadership Program
  • Equitable Advisors
  • Jacksonville, FL
  • Equitable Advisors- Entry Level Financial Advisor Leadership Program Are you interested in building your own client netw...
  • 4/17/2024 12:00:00 AM

C
Finance Operations Analyst
  • Cantor Fitzgerald
  • Jacksonville, FL
  • Job Title: Operations Analyst Location: Jacksonville, Florida, in office 3 days a week Firm Overview: Cantor Fitzgerald ...
  • 4/17/2024 12:00:00 AM

F
Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 4/16/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Jacksonville, FL
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/16/2024 12:00:00 AM

F
Vice President, Wealth Planner - Jacksonville, FL
  • Fidelity TalentSource LLC
  • Jacksonville, FL
  • Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
  • 4/16/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Jacksonville, FL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/15/2024 12:00:00 AM

Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida. Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,296 to $85,860
Jacksonville, Florida 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