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)
Building your practice from the ground-up can be challenging and often requires a team effort. At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners face by developing and implementing industry best practices.
Our professionals are backed by a team of experts bringing you the following top-notch services:
• A team-based approach to problem-solving that gives you access to industry experts and thought-leaders.
• Dedicated professionals assigned to your company, committed to your specific business needs.
• Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff.
• Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements.
• Insurance and risk management professionals to help minimize losses due to unforeseen events.
• Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows.
• Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage.
• Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession.
Why explore the career of a Financial Services Professional NOW?
CREATIVE Financial Group helps their clients navigate through uncertainty. Currently, we are in a time period and environment of unprecedented uncertainty. Now, is when a financial services professional shows his or her value. The outcome of this current economic environment may result in increased demand for financial guidance and strategies. Is this an opportunity you want to explore? ARE YOU:
• Wanting to positively impact other people’s lives?
• Looking to be part of a team and learn from experienced professionals
• Driven to keep learning?
• Looking for a career that offers freedom, flexibility, and control?
• A goal-oriented self-starter?
• Wanting to be in control of your career and earnings potential?
If you are curious and would like to learn more about this industry… LET’S TALK!
More info about CREATIVE at www.1creative.com
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