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)
Are you a self-motivated individual with strong people skills and a desire to work with local businesses who are dedicated to meeting the needs of their communities? Member Business Financial Services LLC (MBFS) is looking for experienced commercial lenders in the greater Atlanta area.
The primary responsibility of this position is to work with prospective customers producing a variety of commercial loans as well as generating a portfolio of business and corresponding relationships, while seeking new accounts through marketing to real estate investors, correspondent lending channels, centers of influence, and other traditional lending channels and referrals. This is one of the fastest growing segments of the credit union industry with a lot of room for growth.
MBFS is a company that works with 90 credit unions to provide commercial lending services to credit unions across the country from sales, consulting, underwriting, closing and servicing.
Working in conjunction with multiple credit unions in the greater Atlanta area, this position will conduct in-person and remote relationship meetings with prospective clients where opportunities are identified for commercial loan and/or deposit products. This role has day to day responsibility for the delivery of superior customer service, operational integrity and adherence to credit union policy as well as all state and federal regulations. Must be a customer-oriented individual with excellent verbal and written communication skills.
Responsibilities Include:
Requirements:
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
EOE M/F/D/V