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)
This can be entry level for someone desiring to learn the business and become fully licensed or a career opportunity for an established, fully registered industry professional seeking a high-level support or second chair advisor opportunity (with or without own client base).
Our Compensation Range is commensurate with experience, and the Indeed.com posted range is potentially within ours. We look at each person and situation individually.
Are You a Financial Advisor Who Excels in a Team Role Serving Existing Clients?
OR
Are You Looking to Take the Next Step from Client Service or Paraplanner Role into a Servicing Advisor Role?
OR
Are You Looking for an Entry Point Into Wealth Management Learning From a Top Advisor in the Industry?
Would You Thrive in a Collaborative Team Atmosphere Working in a 2nd Chair Role to a Nationally Recognized Barron’s Hall of Fame Advisor?
Be a Member of a Well-Respected and Well-Known Firm that is Dedicated to Clients and Goal Achievement
Making a Positive Impact
Engage & Service Existing Clients, Address Unmet Needs, and Deepen Relationships Through Excellent Advice, Care and Service
Challenges and Opportunities -- New Ideas and Experiences
If you want such a program – we are the team for you!
Our collaborative culture has established systems that create success for our clients, you, and our business.
We can help you advance your career and knowledge while you help advance our work and success with clients. We also encourage innovation with bringing ideas and processes for consistent success.
You are an and may have a small client base.
Your role would be to learn our company culture and process and to take on a servicing relationship for some of our existing clients. How quickly you progress will depend on your previous work experiences and skills.
Responsibilities include:
Regardless of past experience, our ideal candidate possesses four key traits:
We are creative, inclusive and collaborative. How well would you work in this type of environment?
Engaging people to have them share their financial needs and goals and demonstrating your care and skill in helping them.
How hard are you willing to work to become successful?
Demonstrated honesty and desire to do the right thing—always.
Who we are to ourselves, our clients and our community:
Under the leadership of our founder and CEO Kimberlee Orth, CFP, Orth Financial has been delivering financial planning and wealth management services to clients for 35 years. Our team has helped thousands of clients make good choices for their lives by engaging them in comprehensive financial-planning based relationships. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything we do.
Kimberlee Orth is an Ameriprise Private Wealth Advisor and member of the Ameriprise Chairman’s Advisory Council (18 years) and Ameriprise Circle of Success (32 years). She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Forbes Best-in-State Wealth Advisors, 2018 – 2023 and Best-in-State Women Wealth Advisors, 2022 - 2023; Barron's Top 100 Women Financial Advisors, 2012 – 2023; Barron’s Top 100 Independent Financial Advisors, 2016 - 2022; Barron's Top 1,200 Advisors, 2014-2023; and Barron's Top 1,000 Advisors, 2013.
Learn more about our Team at http://www.ameripriseadvisors.com/team/orth-financial-group/ and https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team.
Reach out to us to learn more and if you are ready to make your move.
Many of our team members are long-tenured – working 5 years and more. You may find your future with us as well.
Orth Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type: Full-time
Pay: $59,440.45 - $71,584.20 per year
Benefits:
Experience level:
Schedule:
Supplemental pay types:
Work Location: In person
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