SB Financial Services Relationship Manager jobs in Hartford, CT
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
- Global Atlantic Financial Group
-
Hartford, CT
FULL_TIME
-
POSITION OVERVIEW
The Business Relationship Manager is responsible for the operational relationship with a key business partners in our PreNeed channel, based in Hartford, CT or Batesville, IN. The candidate will foster a strong partnership while working closely with internal teams to provide proactive operational support. The ideal candidate will demonstrate accountability, collaboration, strong relationship skills and have a drive to excel.
Key responsibilities include:
- Proactively support and expand relationships through proactive support for product, technology, and operational initiatives
- Design solutions to manage and resolve operational opportunities
- Facilitating research for complex business problems to influence solutions
- Collaborates with internal partners to provide unified operational support, message coordination and issue resolution to assigned distribution groups
- Responsible for communicating and facilitating key initiatives and opportunities with internal partners in operations, sales, legal, compliance, IT, etc.
- Proactively managing relationships through data analysis and reporting
- Internally aligning strategic priorities, projects and tactical requests
- Develop strong relationships and constant communication, including regular meetings and visits to gather feedback and ensure service needs are met
- Partner with sales to identify and act on feedback and trends to enhance the overall producer experience
QUALIFICATIONS
- Bachelor’s degree or equivalent combination of education and experience
- Three (3 ) or more years of progressive professional relationship management experience and three (3 ) or more years of operational or sales leadership experience in the insurance or financial services industry
- Demonstrated ability to build and maintain relationships internally and externally
- Excellent communication skills, work ethic and high level of personal integrity and accountability
- Ability to work in a highly collaborative and fast-paced environment
- Occasional travel required
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- 12 Days Ago
- Eastern Connecticut Health Network
-
Manchester, CT
FULL_TIME
- POSITION SUMMARY: The primary purpose of this role is to provide leadership and direction to members of the billing office staff. This position will manage the day-to-day responsibility of the billing...
- 12 Days Ago
- CohnReznick
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Hartford, CT
FULL_TIME
- Opportunity ID 6037 Department(s) 1 Assurance Location(s) 1 Hartford Function 1 Audit Job description 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Se...
- 8 Days Ago
- EY
-
Hartford, CT
FULL_TIME
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, ...
- 25 Days Ago
- EY
-
Hartford, CT
FULL_TIME
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, ...
- 22 Days Ago
- USA Financial and Tax Services
-
Glastonbury, CT
FULL_TIME
- As a Marketing Specialist for USA Financial & Tax Services your job will be multi-faceted. You will be in charge of planning our seasonal event calendars and executing all of the necessary steps to en...
- 19 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Hartford, CT area
- Hartford Financial Management Inc./HFM Wealth Management
-
Hartford, CT
- Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
- 4/16/2024 12:00:00 AM
- Department Of The Treasury
-
Hartford, CT
- Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
- 4/16/2024 12:00:00 AM
- Bankers Life
-
Hartford, CT
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/15/2024 12:00:00 AM
- The Judge Group
-
Hartford, CT
- Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, p...
- 4/15/2024 12:00:00 AM
- Hiring Now!
-
Hartford, CT
- Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, p...
- 4/15/2024 12:00:00 AM
- Department Of The Treasury
-
Hartford, CT
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/14/2024 12:00:00 AM
- Bankers Life
-
Hartford, CT
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/14/2024 12:00:00 AM
- Bankers Life
-
Hartford, CT
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
- 4/12/2024 12:00:00 AM
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