SB Financial Services Relationship Manager jobs in Jacksonville, FL
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
- Lupo Financial Services
-
Jacksonville, FL
FULL_TIME
-
Overview:
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in providing exceptional customer service and building strong relationships with clients. This is an excellent opportunity for someone with a passion for finance and sales to grow their career in the financial industry.
Responsibilities:
- Provide outstanding customer service to clients, addressing their financial needs and inquiries
- Conduct financial sales, promoting our products and services to clients
- Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty
- Collaborate with team members to achieve sales targets and meet performance goals
- Stay updated on industry trends and product knowledge to effectively serve clients
- Utilize customer relationship management (CRM) software to track client interactions and maintain accurate records
Requirements:
- Excellent customer service skills with the ability to effectively communicate complex financial information
- Ability to build and maintain relationships with clients, demonstrating strong relationship management skills
- Ability to work independently as well as collaboratively in a team environment
Join our team as a Financial Representative and embark on an exciting career in the financial industry. We offer competitive compensation, comprehensive training, and opportunities for professional growth. Apply now to become part of our dynamic team!
Job Type: Full-time
Pay: $800.00 - $1,600.00 per week
Benefits:
- Flexible schedule
Experience level:
- No experience needed
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
- 19 Days Ago
- Guidant Financial
-
Jacksonville, FL
FULL_TIME
- This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
- 1 Day Ago
- Momentum Financial Services Group
-
Jacksonville, FL
FULL_TIME
- Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
- 16 Days Ago
- Summation Financial Services
-
Jacksonville, FL
FULL_TIME
- BUSINESS OFFICE MANAGER OVERVIEW: Position requires an aggressive, self-starting, and motivated professional to manage the business office. The Business Office Manager is charged with managing all asp...
- 1 Day Ago
- Summation Financial Services
-
Orange, FL
FULL_TIME
- Purpose of Your Job Position The primary purpose of your position is for managing the staffing needs and providing supervision for nursing staff providing direct resident care to ensure quality reside...
- 2 Days Ago
- Summation Financial Services
-
Jacksonville, FL
FULL_TIME
- Here at Vivo Healthcare University we are looking for a LPN or RN Unit Manager. The Unit Manager will be primarily responsible for overseeing day to day patient care, supervising, directing and develo...
- 4 Days Ago
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0 SB Financial Services Relationship Manager jobs found in Jacksonville, FL area
- Modern Woodmen of America
-
Jacksonville, FL
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/25/2024 12:00:00 AM
- Equitable Advisors
-
Jacksonville, FL
- Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by ou...
- 4/25/2024 12:00:00 AM
- Corporate One FCU
-
Jacksonville, FL
- Job Description Job Description Are you passionate about finance and eager to make a meaningful impact in the credit uni...
- 4/25/2024 12:00:00 AM
- Modern Woodmen of America
-
Jacksonville, FL
- Please note this is a SALES/Commission position within the Financial Services industry. The ideal candidate will deliver...
- 4/23/2024 12:00:00 AM
- Cantor Fitzgerald
-
Jacksonville, FL
- Job Title: Operations Analyst Location: Jacksonville, Florida, in office 3 days a week Firm Overview: Cantor Fitzgerald ...
- 4/22/2024 12:00:00 AM
- DWS Group
-
Jacksonville, FL
- Employer: DWS Group Title: Senior Risk Manager – 3rd Party Risk Location: Jacksonville, FL About DWS: Today, markets fac...
- 4/22/2024 12:00:00 AM
- Equitable Advisors
-
Jacksonville, FL
- Equitable Advisors- Entry Level Financial Advisor Leadership Program Are you interested in building your own client netw...
- 4/22/2024 12:00:00 AM
- Florida Financial Advisors
-
Jacksonville, FL
- Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
- 4/21/2024 12:00:00 AM
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