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)
Provence Financial & Insurance Services is an Acrisure Agency Partner, client focused growth-oriented Insurance Agency with. Over the last 2 years we have grown from 1 to 5 locations and from 6 to 30 team members. Due to our continued growth and expansion, we are seeking an energetic, driven and disciplined individual to join our Personal Lines team. This is a remote position available to anyone licensed to produce and service insurance in the US. This role will give you the opportunity to work independently and in a fast-paced, dynamic team environment. You will work to develop, manage, and expand relationships with current clients and pursue new business opportunities with prospective clients. The ideal candidate will have excellent relationship building skills, is self-motivated, and highly competitive.
Your attitude and coach-ability will lead to success in this role and future roles in the Agency. The position will require meeting and talking to new people, focusing on graciously assisting them with their insurance needs or problems. You will always remain courteous, keep a professional manner, learn all the position responsibilities, leverage the Agency mission and seek help whenever necessary!
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Benefits
Provence is a privately owned multi state insurance agency with a promote-from-within culture for talent development. Our #1 Value is based on the Provence Way, a fanatical client/team member experience and we pride ourselves on over delivering. To learn more about our company, visit www.Provenceinc.com
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Provence is very proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.
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USA, California
Department
Personal Lines
Employment Type
Full-Time
Minimum Experience
Mid-level
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