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)
This position is located in Oklahoma City, Oklahoma.
Job-related travel is Occasional. Must possess a valid driver's license and maintain required car insurance.
Comptroller II - D33B
Annual Salary: $80,000 Full State Employee Benefits
Job Responsibilities:
Minimum Qualifications
Education and Experience requirements at this level consist of a bachelor's degree in accounting, business, public administration, or a closely related field and five (5) years of experience in professional accounting or auditing or closely related work, including two (2) years in a supervisory or administrative capacity;
OR
An equivalent combination of education and experience, substituting one additional year of professional accounting or auditing experience for each year of the required education.
_________________
If you have questions, please contact DHS.Careers@okdhs.org
OKDHS is a Fair Chance Employer.
This is a position in the Oklahoma Civil Service.
Announcement Number: 24-BB092
83011692/JR30724
Clear All
0 SB Financial Services Relationship Manager jobs found in Oklahoma City, OK area