SB Financial Services Relationship Manager jobs in Stamford, CT

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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Client Relationship Sales Specialist
  • UniTrust Financial Group
  • Stamford, CT FULL_TIME
  • Client Relationship Sales Specialist


    Location: Remote (Virtual Work From Home)

    Hours: Flexible Hours, Full Time Only

    About Us: InsuraTec Services Group is a leading provider of financial services and insurance solutions. We are dedicated to helping individuals and families secure their financial future through a client-focused approach. Our company values transparency, integrity, diversity, and relentlessness in providing top-notch services to our clients.

    Job Description: Are you a self-motivated and driven individual looking for an opportunity to work from the comfort of your home while maintaining a healthy work-life balance? If so, InsuraTec Services Group has an exciting opportunity for you! We are seeking Remote Client Sales Relationship Specialists to join our dynamic team.

    Responsibilities:

    • Build and maintain strong client relationships through effective communication and understanding of their needs.
    • Work with provided leads to identify potential clients interested in financial services and insurance products.
    • No cold calling or door-to-door sales - focus on warm leads only.
    • Collaborate with clients to assess their insurance needs and recommend suitable solutions.
    • Provide excellent customer service and support throughout the sales process.
    • Complete self-paced training and obtain the necessary insurance license.
    • Uphold our company values of transparency, integrity, diversity, and relentlessness in all interactions.

    Qualifications:

    • No prior experience required - we provide comprehensive training.
    • Self-motivated and driven to achieve sales targets.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and manage your own schedule.
    • Must be willing to obtain the required insurance license.
    • Entry-level candidates are welcome.

    Why Join Us:

    • Enjoy the flexibility of remote work and a work-from-home environment.
    • Maintain a healthy work-life balance with flexible hours.
    • Join a dynamic team dedicated to client satisfaction and support.
    • No cold calling or door-to-door sales - focus on warm leads.
    • Training provided to help you succeed in your role.
    • Opportunity to enter the financial services and insurance industry.

    How to Apply: If you are a self-motivated, client-focused individual looking to start a career in insurance sales, please apply today.

    Join InsuraTec Services Group and embark on a rewarding journey in the financial services and insurance sector!

    Note: This position is commission-only, and applicants must be willing to obtain the necessary insurance license. InsuraTec Services Group is an equal opportunity employer committed to diversity and inclusion.

  • 1 Month Ago

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Senior Social Media Manager - Financial Services
  • KP Recruiting Group
  • Stamford, CT FULL_TIME
  • KP Recruiting Group is a consulting firm that provides leadership and exceptional talent to some of the world’s leading companies. Headquartered in the Midwest, KP Recruiting Group has successfully co...
  • 19 Days Ago

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AVP, Architecture Services
  • Synchrony Financial
  • Stamford, CT FULL_TIME
  • Job Description:Role Summary/PurposeAre you passionate about shaping the future of a dynamic and ever-growing financial services enterprise? Are you a visionary with a deep understanding of governance...
  • 26 Days Ago

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Business Banking Relationship Manager
  • Webster Bank
  • Stamford, CT FULL_TIME
  • If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, business...
  • 28 Days Ago

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Client Services Team Lead
  • Vision Financial Markets LLC
  • Stamford, CT FULL_TIME
  • Vision Financial Markets LLC (“Vision”) is registered with the Securities and Exchange Commission (“SEC”) as a self‐clearing securities broker‐dealer, which provides clearing and settlement, execution...
  • 1 Day Ago

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Financial Services Professional
  • New York Life SoCo
  • Stamford, CT FULL_TIME
  • Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative Self-disciplined Authentic Driven If the answer is Yes, consider becoming an Insurance Agent to drive...
  • 23 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Stamford, CT area

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Senior Manager, Financial Services IT Strategy and Development
  • Phaxis
  • Jersey City, NJ
  • Salary is 160k to 180k + bonus Hybrid position Seeking a dynamic and experienced Senior Manager with a strong background...
  • 3/28/2024 12:00:00 AM

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Finance Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 3/28/2024 12:00:00 AM

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Front Desk/Intake Specialist
  • Hematology/Oncology Associates of CNY
  • New York, NY
  • **Front Desk/Intake Specialist** **Department:** Business Services -1 **Location:** East Syracuse, NY Hematology Oncolog...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Norwalk, CT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Compliance Associate
  • Atlantic Group
  • Greenwich, CT
  • The Firm: MultiBillion$ Hedge Fund in Greenwich, CT Days in Office: 5 days a week in office Responsibilities: This perso...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Norwalk, CT
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Strategy Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 3/24/2024 12:00:00 AM

Stamford (/ˈstæmfərd/) is a city in Fairfield County, Connecticut, United States. According to the 2010 census, the population of the city is 122,643. As of 2017, according to the Census Bureau, the population of Stamford had risen to 131,000, making it the third-largest city in the state (behind Bridgeport and New Haven) and the seventh-largest city in New England. Approximately 30 miles (50 kilometers) from Manhattan, Stamford is in the Bridgeport-Stamford-Norwalk Metro area which is a part of the Greater New York metropolitan area. Stamford is home to four Fortune 500 Companies, nine Fort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$79,212 to $104,167
Stamford, Connecticut area prices
were up 1.7% from a year ago

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