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 passionate about driving sustainable change in the financial services industr? As ESG Manager at BDO, you'll lead consulting engagements. You will focus on Environmental, Social, and Governance (ESG), as well as Corporate Social Responsibility (CSR) initiatives. Join our expert team crafting strategies for responsible business practices in financial institutions.
Starting as the ESG Manager Financial Services means driving a dynamic role in sustainable change in finance. Here's a glimpse into your typical day:
In this role, your expertise shapes the future of sustainable finance, making a real impact on our team and clients.
This job is definitely for you if you have:
Preferred Qualifications:
According to our colleagues, it has to do with the great team spirit and atmosphere within our organisation and the focus on wellbeing. But hey, see for yourself what we have to offer:
Ready to make a difference in the financial services industry? Apply now and let’s grow together at BDO
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0 SB Financial Services Relationship Manager jobs found in Lawrence, MA area