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)
SUMMARY
The role of Branch Manager is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with Lendmark Financial Services objectives.
Develops new business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation.
In addition, achieves individual and branch sales goals through new business sales, referrals and retention of account relationships.
Provides leadership, training and supervision; delegates day to day operations to the Assistant Branch Manager or other branch personnel.
MAJOR DUTIES / RESPONSIBILITIES :
Manage and motivate staff to meet goals and objectives relating to branch profitability, loan volume, credit quality, delinquency and expense.
Make loan decisions up to established lending limits, close consumer loans, and collect accounts in more critical stages of delinquency while ensuring adherence to state and federal guidelines.
Actively pursue business development relationships within his / her community. Sell products and services to meet sales goals.
Manage matters regarding hiring, staffing, training, performance reviews and terminations as applicable. Establish lending authority for associates.
Ensure a high quality of client service. Assist clients with the implementation of solutions, and monitor overall client satisfaction.
All other duties as assigned.
BASIC QUALIFICATIONS :
High School Diploma or GED from accredited institution
3-5 years of consumer finance experience or related industry experience
Personnel management and budgeting skills
Effective communication, organization and sales skills
Proficient working knowledge of industry related loan software, Microsoft Windows, Excel and Word Applications
Industry-related experience
Bilingual, Spanish / English
Ability to relocate
COMPENSATION :
The salary range for this position is $62,000 - $70,000 annually, based on the specific Knowledge, Skills, Abilities and / or Experience of the selected candidate.
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
WORKING CONDITIONS :
Normal office environment
Ability to travel, occasionally overnight
Last updated : 2024-03-05
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