SB Financial Services Relationship Manager jobs in Philadelphia, PA

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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Dealer Relationship Manager (DRM)
  • Stellantis Financial Services US
  • Philadelphia, PA FULL_TIME
  • Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.

    Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.

    Summary Responsible for managing an assigned territory, comprised of Stellantis (STLA) OEM automobile dealerships, to achieve the desired product penetration of indirect auto finance retail installment and lease contracts, commercial fleet accounts and floor plan opportunities in-line with corporate objectives.

    The Dealer Relationship Manager (DRM) will provide exceptional customer service through satisfaction of the business needs of assigned dealers, OEM partners, and Stellantis Financial Services US Corp. (SFS). This team member’s responsibilities include, but are not limited to, promoting and providing training and support for a full credit spectrum of products ranging from Subprime to Prime from SFS.

    The DRM’s daily focus will be on building value-added relationships with their dealer base by collaborating with them to develop and implement plans which improve the dealership’s profitability and sales.

    Essential Duties and Responsibilities include the following. Other duties may be assigned.

    • Serves as the lead point of contact for all dealer relationship matters. This includes retail consumer indirect finance, leasing, floor plan lead generation and small business fleet development lead generation.
    • Develop and conduct effective training to achieve target application and contract volume penetration objectives through SFS OEM dealerships.
    • Ensure that the SFS relationship adds value to the dealership by supporting the achievement of their goals and objectives as well as those of SFS.
    • Conducts effective training on SFS credit guidelines with the dealership's sales managers (including internet) & finance managers to effectively maximize production.
    • Maintains production through establishing relationships with existing dealership personnel, as well as developing new relationships as new employees are introduced which impact SFS production.
    • Develops collaborative, working relationships with the credit and funding departments to achieve desired volume and customer satisfaction levels.
    • Works with loan officer and funder to assist dealerships in resolving problems with contracts received in house.
    • Communicates frequently with the Regional Sales Manager in a collaborative manner to keep them involved in the progress within the territory. Be the Manager; identify problems and offer solutions.
    • Provide stellar customer service through daily interaction with all internal and external associates and dealers.
    • Analyze available data to identify challenges and trends within assigned markets.
    • Prepares weekly itineraries, weekly call reports, mileage logs as required to maximize production, sales and service responsibilities.
    • Actively participate in Weekly Sales Roundtable conference calls with Regional Team Members. Attend ad hoc calls and meetings as required.
    • Responsible for collection of monies owed to SFS as well as any repurchases required due to imperfection of lien or other breach of the dealership agreement.
    • Submits expense reports and mileage logs in a timely manner to their manager.
    • Complies with all company policies and procedures as outlined in the Employee Handbook.
    • Completes all required training classes in a timely and proficient manner.
    • This position involves regular access to specified personal information of consumers, including, but not limited to, Social Security numbers and dates of birth. It is the DRMs responsibility to safeguard this information.

    Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.

    Education and/or Experience The knowledge, skills and abilities are typically acquired through the completion of a high school diploma or a general education degree (GED); three to five years successful experience as a Dealer Relationship Manager for an indirect auto finance company in a successful production environment. Previous experience as a sales representative in a Captive Finance environment is preferred. Proven retail automotive experience, preferably as a finance manager, finance director or sales manager is a plus.

    Language Skills Ability to read, comprehend and provide instructions and correspondence at the appropriate level. Ability to effectively present information one-on-one or small group situations to dealers, and other team members.

    Technology Communication Skills Ability to use the telephone, email, text or video conferencing to effectively conduct sales or service interviews.

    Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions and percentages.

    Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

    Computer Skills To perform this job successfully, an individual should have basic MS Office, MS Excel software and MS Word software. Should be able to navigate in a MS10 environment for MS Outlook email and scheduling platforms.

    Certificates, Licenses, Registrations Current valid driver's license, auto insurance coverage

    Other Skills and Abilities Read and interpret all three major credit bureaus, TransUnion, Experian and Equifax

    Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

    Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee is required to work remotely from a corporate or home office as well as manage a field presence to maintain a larger number of dealership prospects and existing customer base. Employee may be required to conduct overnight travel to meet the demands of their dealer base. Employee will be required to report to a Regional Manager, in a collaborative manner, to keep them abreast of all developments within the market.

    Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

  • 1 Month Ago

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Relationship Manager
  • United Capital Financial Advisors LLC
  • North Wales, PA FULL_TIME
  • Where Talent Meets Opportunity Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be pa...
  • 1 Month Ago

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Financial Reporting Manager
  • Liberty Personnel Services
  • Philadelphia, PA FULL_TIME
  • Growing real estate group in Philadelphia (Old City) is seeking an experienced Financial Reporting Manager to join their team! The qualified candidate must be CPA certified and have a strong foundatio...
  • 1 Month Ago

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Branch Manager Financial Services Philly
  • Lifetime Recruiting Strategies
  • Philadelphia, PA FULL_TIME
  • We are currently seeking a Licensed Branch Manager. Proven leadership, management, and motivational skills are required. We offer a competitive salary, bonus and incentives as well as a comprehensive ...
  • 8 Days Ago

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Financial Relationship Advisor
  • Transcend Practice Management
  • Fort Washington, PA FULL_TIME
  • RELATIONSHIP ADVISOR - WEALTH MANGEMENTLocation: Greater Philadelphia AreaStatus: Full-timeCompensation: $80,000 - $100,000 (plus discretionary bonus)The best and brightest always have choices in the ...
  • 1 Month Ago

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Financial Analysis Manager
  • Universal Health Services, Inc. - Corporate Office
  • King of Prussia, PA FULL_TIME
  • Responsibilities: One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. has built an impressive record of achievement and perfor...
  • 1 Day Ago

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0 SB Financial Services Relationship Manager jobs found in Philadelphia, PA area

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Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/25/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/25/2024 12:00:00 AM

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Deputy Director of Finance for Risk Management
  • City of Philadelphia
  • Philadelphia, PA
  • Company Description A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to buil...
  • 4/24/2024 12:00:00 AM

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Financial Service Processor (Remote)
  • TCWGlobal
  • Philadelphia, PA
  • Job Description Job Description Financial Service Processor (Remote) Remote; Must be US Based $15.62 hr (Weekly pay + Be...
  • 4/22/2024 12:00:00 AM

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Webmaster & Digital Content Manager (Financial Services Experience Only)
  • SourcePro Search
  • Philadelphia, PA
  • SourcePro Search has a fantastic opportunity for a skilled Webmaster and Digital Content Manager to manage our client fi...
  • 4/21/2024 12:00:00 AM

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Financial Service Cashier (Valley Forge Casino) - $13.75/hr - Night Shift
  • Everi
  • King Of Prussia, PA
  • The Financial Services Cashier will provide excellent customer services while cashing checks, processing credit and debi...
  • 4/21/2024 12:00:00 AM

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Legal Assistant - Tax and Revenue Unit
  • City of Philadelphia
  • Philadelphia, PA
  • Company Description A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to buil...
  • 4/21/2024 12:00:00 AM

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Director of Revenue Mgmt
  • The Bellevue Hotel
  • Philadelphia, PA
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 1/31/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$72,889 to $95,843
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago

SB Financial Services Relationship Manager in Springfield, OH
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