SB Financial Services Relationship Manager jobs in Portsmouth, NH

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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Relationship Banker - Dover Financial Center
  • OneTen
  • Dover, NH FULL_TIME
  • 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 deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

    A Relationship Banker (responsibilities):
    • Executes the bank's risk culture and strives for operational excellence
    • Builds relationships with individual clients to meet their financial needs
    • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
    • Grows business knowledge and network by partnering with experts in small business, lending and investments
    • Manages financial center traffic, appointments and outbound calls effectively
    • Drives the client experience
    • Manages cash responsibilities

    You’re a person who (required skills):
    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
    • Collaborates effectively to get things done, building and nurturing strong relationships.
    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
    • Is confident in identifying solutions for new and existing clients based on their needs.
    • Communicates effectively and confidently, and is comfortable engaging all clients.
    • Has the ability to learn and adapt to new information and technology platforms.
    • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.
    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
    • Efficiently manages your time and capacity.
    • Focuses on results, while acting in the best interest of the client.
    • Can be flexible to work weekends and/or extended hours as needed.

    You’ll be more prepared if you have (desired skills):
    • Experience in financial services and knowledge of financial services industry, products and solutions.
    • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
    • Six months of cash handling experience.
    • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

    Skills Used in this Role:
    • Customer Service
    • Risk Management
    • Consumer Products and Solutions
    • Overcoming Objections
    • Risk Management
    • Cash Management
    • Demonstrating Technology
    • Relationship Management
    • Active Listening
    • Learning Agility
    • Problem Solving
    • Critical Thinking
    • Multitasking

  • 7 Days Ago

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Relationship Banker - Dover Financial Center
  • OneTen
  • Dover, NH FULL_TIME
  • 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 deliver for our...
  • 7 Days Ago

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Manager, Contracts
  • Lincoln Financial
  • Dover, NH FULL_TIME
  • Date: Apr 23, 2024 Primary Location: Dover, NH, US Company: Lincoln Financial Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska...
  • Just Posted

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Financial Services Representative
  • Equitable Advisors - Portsmouth
  • Portsmouth, NH FULL_TIME
  • Our mission is to provide financial security and peace of mind through our insurance, annuity, and solutions. We act with integrity and humanity in all our interactions with our policy owners, busines...
  • 1 Month Ago

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Trade Operations Specialist, Financial Services
  • Leddy Group
  • Portsmouth, NH FULL_TIME
  • Trade Operations Specialist, Financial Services Our Portsmouth, NH client is seeking a Trade Operations Specialist for their team. This exciting full-time opportunity offers a positive and professiona...
  • 7 Days Ago

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Trade Operations Specialist, Financial Services
  • Leddy Group
  • Portsmouth, NH FULL_TIME
  • Trade Operations Specialist, Financial Services Our Portsmouth, NH client is seeking a Trade Operations Specialist for their team. This exciting full-time opportunity offers a positive and professiona...
  • 7 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Portsmouth, NH area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Portsmouth, NH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (12 Month Roster)- Amended
  • Department Of The Treasury
  • Portsmouth, NH
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 4/26/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Portsmouth, NH
  • The Seacoast District of Northwestern Mutual-Northern New England is seeking energetic professionals in Portsmouth, NH! ...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Portsmouth, NH
  • The Seacoast District of Northwestern Mutual-Northern New England is seeking energetic professionals in Portsmouth, NH. ...
  • 4/25/2024 12:00:00 AM

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Manager Financial Services - Banking Transformation Payments
  • BDO Belgium
  • Gloucester, MA
  • This job in a nutshell: We live in a fast changing world, full of challenges and opportunities. To succeed as a business...
  • 4/24/2024 12:00:00 AM

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Senior Manager Financial Services - Insurance Transformation
  • BDO Belgium
  • Gloucester, MA
  • This job in a nutshell: We live in a fast changing world, full of challenges and opportunities. To succeed as a business...
  • 4/24/2024 12:00:00 AM

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Senior Manager Financial Services - Finance Transformation
  • BDO Belgium
  • Gloucester, MA
  • This job in a nutshell: We live in a fast changing world, full of challenges and opportunities. To succeed as a business...
  • 4/24/2024 12:00:00 AM

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Financial Analyst
  • SubCom
  • Portsmouth, NH
  • Job Description Are you looking for an opportunity with plenty of growth potential? Do you enjoy working in an exciting,...
  • 4/22/2024 12:00:00 AM

Portsmouth is a city in Rockingham County, New Hampshire, United States. As of the 2010 census it had a population of 21,233, and in 2017 the estimated population was 21,796. A historic seaport and popular summer tourist destination on the Piscataqua River bordering the state of Maine, Portsmouth was formerly the home of the Strategic Air Command's Pease Air Force Base, since converted to Portsmouth International Airport at Pease. According to the United States Census Bureau, the city has a total area of 16.8 square miles (43.6 km2), of which 15.6 square miles (40.5 km2) is land and 1.2 square...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$71,784 to $94,391
Portsmouth, New Hampshire area prices
were up 1.4% 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
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020