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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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Ensures a consistent client service experience through primarily handling clients’ transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier’s checks and redeeming savings bonds.
2. Perform more complex transactions (with assistance as necessary) such as: large commercial deposits, close out transactions, cash advances.
3. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation and an Enthusiastic Positive Attitude while conducting transactions and uncovering needs.
4. Supports team sales process by making client calls, checking for client offers, and referring clients to the appropriate branch team member or specialist when a non-transactional client needs or opportunity is identified.
5. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commits to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Proactively engages clients in conversation, assisting with making appropriate product recommendations, and serving as a backup contact for opening and servicing basic accounts or referring the client to other internal specialists.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. 1.5 years of teller or cash handling or client service experience
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
8. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies and procedures
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