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)
NBC’s Relationship Manager is stimulating, challenging, and offers the opportunity for growth. Candidates should be capable of properly managing a sizeable loan portfolio on a consistent basis. Expected to work semi-independently with a like-minded group of professionals who directly contribute to the success of the Bank.
The general responsibilities of the position, which are all completed within the framework of Bank policies and procedures, are:
Necessary Skills, Training, and Dispositions:
The Bank offers Health and Dental Insurance, 401K with employer match, group life insurance, disability, and a time off package.
0 SB Financial Services Relationship Manager jobs found in Troy, NY area