SB Financial Services Relationship Manager jobs in Trenton, NJ

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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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Warminster, PA OTHER
  • Overview

     

    Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

     

    At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

     

    We're hiring an Assistant Financial Center Manager to join our Warminster Team.

    Responsibilities

    This role is responsible for assisting the Financial Center Manager in all aspects of leading the sales and service function, management and audit & control for a designated Financial Center.  This position will provide customers with quality sales and service, and has knowledge of and the ability to perform essential duties assigned to the FC staff along with directly supervising assigned employees.  The incumbent will also oversee and ensure that the teller line operates in compliance with the bank’s operational policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.  The incumbent in this position should typically have three or more years of experience in consumer banking.  This position operates under the direct supervision of the Financial Service Center Manager.

     

    BRANCH HOURS:

    • Monday - Wednesday: 8:00 AM to 4:00 PM
    • Thursday: 8:00 AM to 5:00 PM
    • Friday: 8:00 AM to 6:00 PM
    • Saturday: 9:00 AM to 1:00 PM (2-3 per month)

     POSITION INCLUDES:

    • Work with the Branch Manager to produce top line revenue growth
    • Motivate and coach staff to work as a team in order to achieve assigned goals
    • Develop and implement effective sales and acquisition strategies
    • Develop working relationships with integrated partners
    • Coach and develop staff with career path and succession planning focus
    • Participate in business development activities with management
    • Perform platform and teller duties when needed
    • Resolve customer challenges
    • Ensure adherence to all bank policies and procedures
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform additional duties as required

    Qualifications

    QUALIFICATIONS:

    • High school diploma/GED or equivalency
    • NMLS registration within regulated guidelines
    • Sales experience with proven results
    • Strong written/verbal/organizational skills
    • Demonstrated independent decision-making skills and effective delegation
    • Demonstrated leadership/supervisory ability
    • Energetic and engaging interpersonal communication skills
    • Previous experience with MS Office Suite
    • A minimum of 2 years of leadership and/or supervisory experience
    • Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines
    • Ability to coach and develop a staff
    • Community/non-profit involvement
    • Neat, professional appearance following established guidelines for appropriate dress
    • Successful completion of the Univest University Leadership Certificate Program and the conflict resolution course within 12 months of hire

     

    Click here for Benefit Information

     

    #INDUF

    #Univest

    #LI-Onsite

     

    An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

     

  • 18 Days Ago

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Associate Relationship Banker SB (Atlantic Division) Southampton Street Rd Branch, Southampton, PA
  • JPMorgan Chase
  • Southampton, PA FULL_TIME
  • You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our retail branch customers. ...
  • 2 Months Ago

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Relationship Banker - Homestead Financial Center
  • Bank of America
  • Columbus, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 24 Days Ago

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Relationship Banker - Mercerville Financial Center
  • Bank of America
  • Mercerville, NJ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 2 Months Ago

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Payment Advisor Merchant Services Small Business Banking
  • PNC Financial Services Group
  • Trenton, NJ OTHER
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • 2 Months Ago

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Financial Services Rep
  • P&CP Academy
  • Bensalem, PA FULL_TIME
  • Benefits: Competitive salary Opportunity for advancement Training & development Business Development Representative Job Overview: Are you ready to launch a rewarding career in the thriving insurance i...
  • 2 Months Ago

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0 SB Financial Services Relationship Manager jobs found in Trenton, NJ area

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Trenton, NJ
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 5/9/2024 12:00:00 AM

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Financial Aid Advisor
  • Education Affiliates
  • Lawrence Township, NJ
  • Job Description POSITION OBJECTIVE:The Financial Aid Advisor is responsible for assisting students to correctly complete...
  • 5/9/2024 12:00:00 AM

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Manager, Regional Revenue - Remote
  • Wyndham Grand Clearwater Beach
  • Trenton, NJ
  • Select how often (in days) to receive an alert: Property Name: Remote in the United States Wyndham Hotels & Resorts is n...
  • 5/8/2024 12:00:00 AM

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Portfolio Analyst
  • Rockefeller Capital Management
  • Trenton, NJ
  • About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent fi...
  • 5/8/2024 12:00:00 AM

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Personal Banker Kayenta
  • Wells Fargo
  • Trenton, NJ
  • About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of t...
  • 5/6/2024 12:00:00 AM

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Financial Analyst
  • Berkley
  • Trenton, NJ
  • Company Details: At Berkley Life Sciences, we insure the future of life science innovators today. We do so by serving as...
  • 5/6/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 5/5/2024 12:00:00 AM

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Finance/Business Manager - Stars and Stripes Harley-Davidson
  • Stars & Stripes Harley-Davidson
  • Langhorne, PA
  • Job Title: Business Manager Department: Business/F&I Supervisor: General Sales Manager and/or General Manager Summary De...
  • 5/5/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,133 to $98,791
Trenton, New Jersey area prices
were up 1.5% from a year ago

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