SB Financial Services Relationship Manager jobs in Poughkeepsie, NY
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)
Recently Added SB Financial Services Relationship Manager jobs
BenefitMall - New Business Manager (Hybrid)
- Centerstone Insurance and Financial Services, LLC
-
Central, NY
FULL_TIME
- The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the implementation, cost effectiveness, quality assurance, and on-going management responsibilities for the New Business Department. Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home. At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row (2021, 2022, & 2023) based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place. REQUIRED 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. Resolve issues that arise with agents, groups and carriers. Coordinate the departments’ workflow with that of other departments to assure timely and accurate processing. Monitor and enhance the performance of staff in the areas of productivity, customer satisfaction, employee satisfaction, and employee development. Enhance the goal of being Customer Centric by focusing staff on improving customer satisfaction, communication skills, and technical ability. Lead, schedule, coordinate, and participate in daily work, meeting, and projects relevant to the team and department, and addresses daily issues that affect the team. Ensure continual improvement of the department’s efficiency and quality, supported by detailed reports and analysis. Develop and enhance cooperative interdepartmental relations and communications with other management teams and throughout the Company. Create and maintain policies and procedures document for department policies and procedures. Perform management responsibilities in accordance with company policies, including: Interview, select, train, coach, and counsel direct reports. Supervise and provide guidance and direction to Supervisors and staff members, through training, setting expectations, and regularly reviewing individual and department performance both formally and informally. Conduct employee performance evaluations. Occasional long, irregular hours. 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. A Bachelor’s degree or equivalent and a minimum of five (5) years management experience. Proven leadership capability, including the ability to manage, develop, and motivate a team. Demonstrated leadership skills. A good understanding of the insurance business and demonstrated understanding of a Customer Centric environment. Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers. Maintains high level of open communication and morale within the team and department. Communicate effectively with internal and external personnel, both verbally and in writing. Read, comprehend, and interpret moderately complex documents. Analyze and resolve difficult and sensitive administrative problems. Analyze and resolve difficult and sensitive administrative problems. Manage multiple responsibilities simultaneously. Develop, implement and maintain metrics to assess productivity of department, intra-departmental teams, and individuals. Adheres to Expectations of Management Policies. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com.
- 26 Days Ago
Financial Services Representative I
- Hudson Valley Credit Union
-
Hopewell Junction, NY
FULL_TIME
- OverviewHudson Valley Credit Union is currently recruiting for the position of FSR I. Primary Function: process a complete range of branch services for retail and business members, including opening n...
- 3 Days Ago
Administrative and Financial Services Assistant
- GATEWAY HUDSON VALLEY
-
Kingston, NY
OTHER
- Job Details Job Location: Corporate Headquarters - Kingston, NY Education Level: 2 Year Degree Salary Range: $26.00 - $28.00 Hourly DescriptionPOSITION SUMMARY This position performs key support and a...
- 1 Month Ago
Financial Services Specialist I or Financial Services Specialist II
- Ulster BOCES
-
New Paltz, NY
FULL_TIME
- JobID: 3180 Position Type: Classified - UBUE Personnel/UBUE - MHRIC (FINANCIAL SERVICES) Date Posted: 1/5/2024 Location: MHRIC: Financial Services Closing Date: 01/20/2024 The Mid-Hudson Regional Info...
- 21 Days Ago
Fast Track Financial Services Partner
- New York Life - Robert Rice
-
New Windsor, NY
FULL_TIME
- Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owne...
- 1 Month Ago
Senior Manager, Email Marketing ( Audience Relationship)
- Dotdash Meredith
-
Liberty, NY
FULL_TIME
- Job TitleSenior Manager, Email Marketing ( Audience Relationship)Job DescriptionJob SummaryThe Audience Relationship Team (ART) at Dotdash Meredith is looking for an experienced and strategic Senior M...
- 26 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Poughkeepsie, NY area
Regional Finance Manager
- Top US Private School System
-
Beacon, NY
- Prestigious Regional Private School System announces search for Regional Controller/Treasurer One of the largest private...
- 4/23/2024 12:00:00 AM
Director, International Risk Management
- Capital One
-
Poughkeepsie, NY
- West Creek 4 (12074), United States of America, Richmond, Virginia Director, International Risk Management Capital One i...
- 4/23/2024 12:00:00 AM
Personal Banker
- Key Bank
-
Poughquag, NY
- Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerVisa sponsorship provided: NoLocation: Poughquag , Ne...
- 4/23/2024 12:00:00 AM
Financial Services Representative I
- Hudson Valley Credit Union
-
Hopewell Junction, NY
- Overview: Hudson Valley Credit Union is currently recruiting for the position of FSR I. Primary Function: process a comp...
- 4/21/2024 12:00:00 AM
Assistant Branch Manager
- NBT Bank
-
Fishkill, NY
- Pay Range: $21.66 - $28.90 As a strong support to the Branch Manager, the assistant manager supervises daily activities ...
- 4/21/2024 12:00:00 AM
Licensed Financial Specialist
- Rhinebeck Bank
-
Newburgh, NY
- The Financial Specialist (FS) builds strong customer relationships by providing expert sales and service assistance, whi...
- 4/21/2024 12:00:00 AM
Summer College Internship - Financial Representative
- Northwestern Mutual
-
Poughkeepsie, NY
- Job Description Job Description Job Description Financial Representative Interns at Northwestern Mutual help their clien...
- 4/20/2024 12:00:00 AM
Regional Finance Manager
- Top Us Private School System
-
Beacon, NY
- Prestigious Regional Private School System announces search for Regional Controller/Treasurer One of the largest private...
- 4/20/2024 12:00:00 AM
About Poughkeepsie, New York
Poughkeepsie (/pəˈkɪpsi/ pə-KIP-see), officially the City of Poughkeepsie, is a city in the state of New York, United States, which is the county seat of Dutchess County. As of the 2010 census it had a population of 32,736. Poughkeepsie is in the Hudson Valley midway between New York City and Albany, and is part of the New York metropolitan area. The name derives from a word in the Wappinger language, roughly U-puku-ipi-sing, meaning "the reed-covered lodge by the little-water place", referring to a spring or stream feeding into the Hudson River south of the present downtown area.
Poughkeepsie...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,924 to $97,205
Poughkeepsie, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an SB Financial Services Relationship Manager do?
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