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)
Loan Manager
Community Financial Services Federal Credit Union is seeking a full time Loan Manager. The ideal candidate will have experience managing the loan department and overseeing all loan products including Home Loans, Auto Loan, Personal Loans and Credit Cards. To succeed in this role, you should demonstrate excellent communication and interpersonal skills.
Responsibilities:
· Interview, hire and train loan officers
· Oversee procedures for all loans.
· Supervise all areas of loan operations
· Ensure that all loan officers are provided with updated information on loan policies and procedures.
· Provide general information on credit union services, policies, interest rates and terms of loans; how dividends and interest are computed; and insurance coverages.
· Interview, process and disbursement for all loans within policy
· Perform loan processing which includes verifying income, calculating debt ratios, obtaining credit reports, verifying credit history.
· Process paper workflow within the Loan Department, including; automobile titles and insurance; credit disability/life insurance/GAP Insurance
· Disburse loans properly and accurately.
· Refer and cross-sell credit union products and services to meet or exceed sales
goals.
· Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.
· Maintained positive professional relationships with members and coworkers
· All other duties as assigned
Requirements:
Qualified candidates should send resume to admin@cfsfcu.com or fax to 908-245-1651
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Clear All
0 SB Financial Services Relationship Manager jobs found in Middlesex, NJ area