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)
Our Vision
The elimination of barriers that restrict individuals with disabilities from community inclusion.
We strive to eliminate all barriers that keep our clients from being a part of their community.
Our Mission
To provide services and supports to people with barriers to attain self-direction, inclusion, personal fulfillment, and productivity in all life areas.
At DSI, we provide these services and supports to our clients to help them attain self-direction, inclusion and personal fulfillment and be productive in all areas of life.
Job Description
POSITION TITLE: Team Lead -DSP
DIVISION: Community Services
CLASSIFICATION: Full-Time
STATUS: Non-Exempt
PURPOSE:
The purpose of this position is to assist in developing and implementing client-specific programs in settings as residential, day program, on the job or other community setting. The goal is helping individuals build strong social skills and encourage independence while creating an environment that allows the client to thrive. To ensure success in this position candidate should have respectable interpersonal skills and a passion for helping others. The company encourages staff to bring their own appropriate abilities and strengths to the job and encouraged to schedule time to share their interests, hobbies, or skills with the clients. The goal is to ensure the client feels supported to attain self-direction, inclusion, personal fulfillment, and productivity in all life areas.
ESSENTIAL JOB FUNCTIONS:
QUALIFICATIONS:
The above statements reflect general functions of this job and shall not be construed as a detailed description of all work requirements inherent to the job. The immediate supervisor may elaborate on the above list if the duties come within the employee's realm of responsibility.
Benefits:
- FT/PT/PRN shifts
- Flexible hours
- Paid time off for eligible employees
- Paid holiday time for eligible employees
- Medical, dental, and vision insurance for eligible employees
- Referral bonuses
- Staff recognition programs
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