SB Financial Services Relationship Manager jobs in Vincennes, IN
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 Lines Customer Service Representative (Great Lakes Platform)
- Hoosier Insurance And Financial Services
-
WASHINGTON, IN
FULL_TIME
- Are you looking for a challenging career path? Do you have a positive attitude? Are you organized and detail-oriented? Do you take personal responsibility for your work and career, and work well in a team? If you’re ready to work for a company that recognizes excellence and promotes from within, fostering an environment of learning and training, then look no further than Hoosier Insurance and Financial Services, an Acrisure Agency Partner. About Us: Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry. We are currently looking to add to our team with an exciting opportunity as a Commercial Lines Customer Service Representative. This position will have the primary responsibility for policy maintenance and service of an assigned portion of accounts. The individual is expected to provide prompt, accurate, and courteous service to those clients. Essential Duties and Responsibilities: Manage emails, mail, voicemail, agency management activities and self-audit reports. Explore all opportunities for exemplary service, working to maximize client/account retention by managing renewals, negotiating best terms and pricing, marketing where needed, clarifying coverage, demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or mid-term client review, explore opportunities for risk management, attend in-person client visits and presentations as able. Responsible for a book of business not otherwise assigned to a producer. Confirm appropriate coverage has been placed or at least offered/recommended. If offered/recommended coverage has been rejected, ensure appropriate documentation is obtained. Oversee renewal process, change request, and endorsement process according to agency guidelines by delegating to appropriate team member. Receive, review, and document all client and carrier correspondence in our agency management system delegating to team members as appropriate. Review follow up (pending) list on a daily basis and take appropriate action. Ensure proper coding of agency commission, risk advisor commission, agency/branch/department structure and service team. Transact agency bill items unless delegated, review and act on all account receivable items and bill/payment discrepancies. Oversee the cancellation process and (potential) missed expiration report according to the agency guidelines. Promote and maintain good relationships with clients and carriers. Provide back-up coverage for department team members. Comply with agency standards, policies, and procedures. Demonstrate (by your personal example) a strong, positive, team-oriented approach with your interactions with others. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or equivalent. Possess and maintain active P & C License(s) - Preferred or must obtain within 90 days of hire. Individual should have a working knowledge of commercial insurance, experience preferred. Technology Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams). Knowledge of Agency Management Systems; Applied Epic a plus. Other Qualifications: Must have a high level of understanding accounting or strong math skills. Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills. Must also the ability to effectively work with others. Must have a high level of problem-solving skills. Ability to maintain a professional demeanor and positive attitude. Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place!
- 6 Days Ago
Inventory Tech 1
- Oakland Manager LLC
-
Edgewood, IL
FULL_TIME
- Summary Finished product inventory technicians are responsible for creating and maintaining an accurate count of all finished product inventory stored in the finished product vault. In addition to reg...
- 18 Days Ago
Processing Technician
- Oakland Manager LLC
-
Edgewood, IL
FULL_TIME
- Summary The Processing Technician is responsible for the processing and production of cannabis products and bi-products. This position performs a variety of tasks and projects including processing, tr...
- Just Posted
Field Marketing Representative
- Oakland Manager LLC
-
Edgewood, IL
FULL_TIME
- As a Field Marketing Representative for Justice Cannabis Co. you will represent our brands across Illinois for the purposes of brand awareness and the sampling of non-medicated products. You will love...
- 1 Month Ago
Insurance and Financial Services Position - State Farm Agent Team Member (Base Salary + Commission)
- Mitch Mammoser - State Farm Agent
-
Olney, IL
FULL_TIME
- Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Mitch Mammoser - State Farm Agent. As a member of our agency team, you have...
- 22 Days Ago
Insurance and Financial Services Position - State Farm Agent Team Member (Base Salary + Commission)
- TJ Tingley - State Farm Agent
-
Robinson, IL
FULL_TIME
- Position Overview State Farm Insurance Agent located in Robinson, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for TJ Tingley - State Farm Ag...
- 22 Days Ago
Filters
- Current Active Filter
- Vincennes, IN
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Relationship Manager jobs found in Vincennes, IN area
Cashier Part Time
- Lowes
-
Vincennes, IN
- Life. Career. Build it Together Here. At Lowes, weve always been more than a home improvement store. For thousands of Lo...
- 4/26/2024 12:00:00 AM
Account Manager
- True Rx
-
Washington, IN
- Join True Rx Health Strategists as an Account Manager! Are you ready to dive into a dynamic role that blends innovation,...
- 4/26/2024 12:00:00 AM
Retail Sales Associate (Part-Time)
- AutoZone, Inc.
-
Vincennes, IN
- AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
- 4/25/2024 12:00:00 AM
Retail Sales Associate (Part-Time)
- AutoZone, Inc.
-
Lawrenceville, IL
- AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
- 4/25/2024 12:00:00 AM
Retail Sales Associate (Part-Time)
- AutoZone, Inc.
-
Washington, IN
- AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
- 4/25/2024 12:00:00 AM
Director of Financial Aid
- Vincennes University
-
Vincennes, IN
- Vincennes University Director of Financial Aid Vincennes , Indiana Apply Now Vincennes University Director of Financial ...
- 4/23/2024 12:00:00 AM
Taco Bell - Restaurant Supervisor - Urgently Hiring
- Taco Bell
-
Washington, IN
- Taco Bell - Washington is currently hiring a full time or part time Restaurant Supervisor for our Washington, IN locatio...
- 4/23/2024 12:00:00 AM
Sales Associate - Vincennes
- Evansville Goodwill Industries, Inc.
-
Vincennes, IN
- More than a job, a mission! When you support your organization through the generation of revenue, you are contributing t...
- 4/22/2024 12:00:00 AM
About Vincennes, Indiana
Vincennes is a city in and the county seat of Knox County, Indiana, United States. It is located on the lower Wabash River in the southwestern part of the state, nearly halfway between Evansville and Terre Haute. Founded in 1732 by French fur traders, notably, François-Marie Bissot, Sieur de Vincennes for whom the Fort was named, Vincennes is the oldest continually-inhabited European settlement in Indiana and one of the oldest settlements west of the Appalachians.
According to the 2010 census, its population was 18,423, a decrease of 1.5% from 18,701 in 2000. Vincennes is the principal city o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$62,535 to $82,229
Vincennes, Indiana 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?
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020