SB Financial Services Relationship Manager jobs in New London, CT

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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Financial Services- Financial Services Associate
  • Chelsea Groton Bank
  • Mystic, CT FULL_TIME
  • Financial Services Associate (NE-7)

    Chelsea Groton is looking to hire a motivated and dynamic individual for our Financial Services Department. The ideal candidate will have an entrepreneurial spirit and perform a wide range of financial functions, including planning and analysist functions, within established bank policies and operating procedures. Become a member of a positive, versatile and inclusive team that promotes self-development and empowerment for the benefit of our customers and our community.

    Responsibilities and Requirements vary based on job level. Expectations include:

    • Support the day-to-day administration of Financial Services Department
    • Manage ongoing relationships of existing clients
    • Maintains client database via CRM system
    • Assist advisors with opening/processing of new accounts


    Why Choose Chelsea?

    The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too – competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank’s team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking, ICBA Forty Under 40, The Day Forty Under 40, Banking New England Women of FIRE, and more.

    At Chelsea Groton, we don’t just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too.

    Apply today to join a company named Best Bank by The Day (2015 – present), Top Workplace by the Hartford Courant (2016 – present), and one of Forbes Best-In-State Banks (2021, 2022)!

    Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.

  • 21 Days Ago

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Relationship Banker - Old Saybrook Financial Center
  • Bank of America
  • Old Saybrook, CT FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 18 Days Ago

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Client Relationship Manager
  • Kia of Old Saybrook
  • London, CT FULL_TIME
  • Here at Kia of Old Saybrook, we strive to make every client a client for life. Happy employees make happy clients, and we reward individuals who are ready to work hard and stay motivated. Every employ...
  • 16 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group
  • London, CT FULL_TIME
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 4 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • NEW LONDON, CT OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 16 Days Ago

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Plant Finance Manager
  • Creative Financial Staffing
  • Groton, CT FULL_TIME
  • Plant Finance Manager Needed with Growing Manufacturing Company! What makes this a great opportunity: Exciting chance to join a growing PE backed company Accounting & Finance is made up of “A” players...
  • 9 Days Ago

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0 SB Financial Services Relationship Manager jobs found in New London, CT area

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Financial Advisor
  • Bankers Life
  • New London, CT
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 4/26/2024 12:00:00 AM

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AVP - Assistant Branch Manager
  • The First National Bank of Long Island
  • Southold, NY
  • Assistant Branch Manager Responsibilities: Responsible for the day-to-day operations of the branch. Ensures that the bra...
  • 4/26/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • New London, CT
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/25/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • New London, CT
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/24/2024 12:00:00 AM

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Senior Financial Analyst
  • FM Global
  • Wauregan, CT
  • FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Norwich, CT
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Assistant Branch Manager - Shelter Island Branch
  • Dime Community Bank
  • Shelter Island, NY
  • Dime Community Bank is seeking an Assistant Branch Manager (ABM) for its Shelter Island Branch. The ABM will be responsi...
  • 4/22/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Clinton, CT
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/15/2024 12:00:00 AM

New London is a seaport city and a port of entry on the northeast coast of the United States, located at the mouth of the Thames River in New London County, Connecticut. It was one of the world's three busiest whaling ports for several decades beginning in the early 19th century, along with Nantucket and New Bedford, Massachusetts. The wealth that whaling brought into the city furnished the capital to fund much of the city's present architecture. The city subsequently became home to other shipping and manufacturing industries, but it has gradually lost most of its industrial heart. New London ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,579 to $96,751
New London, Connecticut area prices
were up 1.7% from a year ago

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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