SB Financial Services Relationship Manager jobs in Rockford, IL
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
Commercial Services Relationship Mgr
- Midland States Bank
-
Dixon, IL
FULL_TIME
-
Commercial Services Relationship ManagerSalary Range: $86,100 - $114,700 annuallyAt Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.Position Summary
The CSRM role is responsible for identifying and developing new non-borrowing client relationships for Midland States Bank. The role is also responsible for maintaining and expanding the relationships with existing clients in their portfolio that are either inherited or developed by the CSRM. The CSRM is to act in an Advisory capacity with those prospects and clients internally, bringing all the available resources of Midland States Bank to assist them. This role will also function as an Advocate for the clients and prospects inside the bank, pursuing mutually beneficial solutions for the client / prospect and MSB. Additionally, this role will develop and maintain an active network of centers of influence within the market. The focus will be on Service Industries, Municipalities, Not-For-Profits, & Commercial & Industrial opportunities. It is expected that the CSRM role will embrace Midland States Bank’s vision and values, and represent those both internally and in the community in which they serve.
Primary Accountabilities
- Proven ability to manage and maintain a portfolio of clients that generate a minimum of $300,000 in annualized Commercial Services revenues (Treasury Management, Merchant Services, and Credit Cards).
- Proven ability to generate a minimum of $30,000 in new Commercial Services revenues (Treasury Management, Merchant Services, and Credit Cards) on an annual basis.
- Proven ability to generate a minimum of $3,000,000 in new Commercial deposits annually.
- Proven ability to maintain and grow their Depository Portfolio annually, including maximizing interest rate spread and minimizing interest expense on interest bearing business depository accounts.
- Maintain an active list of active self-sourced prospects and conduct well planned and value added joint calls.
- Develop a comprehensive plan for all clients and prospects on how to refer and bring other MSB resources to the relationship on an ongoing basis.
- Ability to analyze Commercial Services data, structures, develop and negotiate transactions, and perform on-going Commercial Services maintenance items.
- Holds Commercial Services Tickler delinquencies to a minimum by processing reviews in a timely manner.
- Maintain compliance with all applicable regulations.
- Provide assistance as a team resource in Commercial Services meetings and activities.
- Proficiency in applicable computer systems such as programs that pertain to the related position.
- Maintains current reporting of activities on the available Client Management System.
- Complete all training as required.
- Minimum of 25 hours per year in organizational involvement that directly enhances business opportunities for the Bank and supports the Bank’s initiatives.
- The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
- May require work in a Midland office to ensure collaboration and support of internal and external customers.
- Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
- Other duties as assigned.
Position Qualifications
Education/Experience:
- Bachelor Degree in Finance, Business, Accounting, or other related field.
- Minimum three years of experience in Commercial Services.
- Successful completion of Bank Training specific to position.
- Proficiency in job related computer applications.
- Direct Sales experience of three to five years.
- Proven success of meeting or exceeding annual goals for the prior three years.
Competencies:
- Business insight
- Cultivates innovation
- Drives results
- Makes sound decisions
- Being a brand champion
- Collaborates
- Communicates effectively
- Customer focus
- Being Authentic
- Emotional Intelligence
- Self development
- Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT - 3 Days Ago
Financial Services Associate/Float
- Central Bancshares
-
Beloit, WI
FULL_TIME
- Job Type: Part-Time Location: Roscoe, Il & Beloit, WI Job Description: Job description GENERAL DESCRIPTION: The position will float between Roscoe, Il & Beloit WI. Will process customer transactions i...
- 20 Days Ago
Financial Services Associate
- Central Bancshares
-
Beloit, WI
FULL_TIME
- Job Type: Full-time Location: Beloit, WI Job Description: GENERAL DESCRIPTION: Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and p...
- 21 Days Ago
Patient Financial Services Specialist
- Swedish American
-
Rockford, IL
FULL_TIME
- Patient Financial Services Specialist Join the REMARKABLE team at SwedishAmerican! As a division of UW Health, we offer patients local access to many world-class specialists right here in Rockford, Il...
- 2 Days Ago
Patient Financial Services Specialist
- SwedishAmerican at the Plaza
-
Rockford, IL
FULL_TIME
- Office/Clerical Support SwedishAmerican at the Plaza SBO PT FIN SVCS SELF-PAY Full Time · Day Shift · 8-4:30 Patient Financial Services Specialist Join the REMARKABLE team at SwedishAmerican! As a div...
- 14 Days Ago
Senior Financial Analyst
- PCI Pharma Services
-
Rockford, IL
FULL_TIME
- Life changing therapies. Global impact. Bridge to thousands of biopharma companies and their patients.We are PCI.Our investment is in People who make an impact, drive progress and create a better tomo...
- 29 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Rockford, IL area
Financial Representative
- Modern Woodmen of America
-
Rockford, IL
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/26/2024 12:00:00 AM
Senior Software Engineer, Full Stack (TypeScript, Node, React, AWS)
- Capital One
-
Rockford, IL
- Center 3 (19075), United States of America, McLean, Virginia Senior Software Engineer, Full Stack (TypeScript, Node, Rea...
- 4/26/2024 12:00:00 AM
Sr. Manager, Solution Architect- Workday
- Capital One
-
Rockford, IL
- Center 1 (19052), United States of America, McLean, Virginia Sr. Manager, Solution Architect- Workday People Tech is lea...
- 4/26/2024 12:00:00 AM
Senior Manager, Information Security Office (ISO) Consultant
- Hiring Now!
-
Rockford, IL
- Center 3 (19075), United States of America, McLean, Virginia Senior Manager, Information Security Office (ISO) Consultan...
- 4/26/2024 12:00:00 AM
TeleSales Representative - Remote
- InsuraTec Services Group
-
Rockford, IL
- TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
- 4/25/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Rockford, IL
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/24/2024 12:00:00 AM
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Rockford, IL
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Rockford, IL
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
About Rockford, Illinois
Rockford is a city in Winnebago County in the U.S. state of Illinois, in far northern Illinois. Located on the banks of the Rock River, Rockford is the county seat of Winnebago County (a small portion of the city is located in Ogle County). The largest city in Illinois outside of the Chicago metropolitan area, Rockford is the third-largest city in the state and the 171st most populous in the United States According to 2010 U.S. Census Data, the City of Rockford had a population of 152,871, with an outlying metropolitan area population of 348,360. The City of Rockford's population is 147,051...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,436 to $88,673
Rockford, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an SB Financial Services Relationship Manager do?
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This data is intended to be an estimate, not prescriptive financial or tax advice.
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