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)
Job Title: Advisor Services Relationship Manager
Position Overview
We are seeking a dynamic and experienced Relationship Manager to join our team and serve as a crucial link between our investment company and our network of financial advisors. As a Relationship Manager, you will play a key role in building and maintaining strong, long-lasting partnerships, understanding the unique needs of financial advisors, and ensuring they have access to the tools and resources necessary for success.
Our ideal Relationship Manager has the following Core Values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accepts challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
Organized and Process-Oriented with Financial Savvy: You have a deep understanding of financial principles and can use that knowledge to make data-driven decisions that drive business success. You also have a keen eye for detail and a knack for streamlining processes.
Responsibilities:
Client Relationship Management:
Product Knowledge and Education
Business Development
Feedback and Improvement
Internal Team Support
Qualifications:
Desired Technical Skills
Compensation Range: $60K to $100K bonus and incentive compensation, depending on experience and qualifications
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