SB Financial Services Relationship Manager jobs in Lawrence, MA

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)

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Manager ESG - Financial Services
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell

    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.

    What will you be doing?

    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:

    • Lead Consulting Engagements: strategise for ongoing ESG and CSR consulting engagements, setting the tone for impactful outcomes.
    • Develop & Implement Strategies: develop tailored ESG and CSR strategies for financial institutions, ensuring tangible results.
    • Conduct Assessments & Benchmarking: analyse ESG and CSR performance, benchmarking against industry standards for improvement.
    • Deliver Training Programs: design and deliver engaging ESG and CSR training programs, fostering a culture of sustainability.
    • Analyse Risks & Opportunities: assess ESG and CSR risks and opportunities, guiding strategic decision-making.
    • Provide Expertise & Knowledge: navigate complex regulations such as SFDR, MIFID II ESG, ensuring compliance.
    • Support Implementation: collaborate on implementing ESG and CSR strategies, ensuring smooth execution.
    • Lead Change Projects: drive initiatives like SFDR, ESG MiFID, paving the way for transformative change.
    • Collaborate with Clients: work collaboratively with clients to identify complex challenges, driving mutual success.
    • Implement Solutions: develop and implement solutions, driving sustainable growth and competitive advantage.

    In this role, your expertise shapes the future of sustainable finance, making a real impact on our team and clients.

    What do you bring to the table?

    This job is definitely for you if you have:

    • 5 to 8 years of relevant experience in financial services, consulting, or related industries.
    • A strong understanding of ESG and CSR issues and their impact on the financial services industry.
    • Experience in developing and implementing ESG and CSR strategies and initiatives for financial institutions.
    • Experience in conducting ESG and CSR assessments and benchmarking for financial institutions.
    • Excellent written and verbal communication skills.
    • Strong analytical and problem-solving skills.
    • The ability to work collaboratively with clients and internal teams.
    • Strong leadership and project management skills.

     

    Preferred Qualifications:

    • Master's degree in business, finance, or a related field.
    • Professional certification in ESG or CSR.
    • Knowledge of global ESG and CSR standards and frameworks, including the UN Global Compact, TCFD, and SDGs.
    • Experience with sustainability reporting and disclosure frameworks, such as GRI and SASB.
    • Familiarity with impact investing and sustainable finance.

    What do we bring to the table?

    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:

    • Culture: Join a team of experts who encourage respect, diversity, and teamwork.
    • Development: Decide the direction of your career, and we support you where necessary.
    • Impact: From day one, you will be given responsibility, with support from your team.
    • Growth: Access a range of training courses through our BDO Academy.
    • Network: Work on different projects and clients across business practices.
    • Flexibility: Choose where you work with flexible working hours.
    • Wellbeing: Your physical and mental health is important to us.
    • Proximity: Work in an open culture, feel free to speak to anyone, at any level.
    • Salary: Receive a competitive salary package with interesting benefits.
    • Sustainability: Work within a company with an integrated sustainability policy.

     

    Ready to make a difference in the financial services industry? Apply now and let’s grow together at BDO

  • 4 Days Ago

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Relationship Manager
  • Keys To Literacy
  • Rowley, MA FULL_TIME
  • About Keys to Literacy (KTL) KTL is a rapidly expanding teacher training company located in Rowley, MA. We provide professional development (PD) to educators in schools across the country for teaching...
  • 8 Days Ago

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Relationship Banker - Salem NH Financial Center
  • Bank of America
  • Salem, NH FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 4 Days Ago

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Financial Services Representative
  • Rocc Insurance Group
  • Beverly, MA OTHER,PART_TIME,FULL_TIME
  • Looking for a new career? Well look no further! We are currently looking to fill our Life Insurance Sales Position. Our ideal candidate is a person who has specific personal and professional goals in ...
  • Just Posted

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Patient Financial Specialist
  • Northeast Family Services
  • Lawrence, MA FULL_TIME
  • Northeast Family Services is looking for a Patient Financial Services (PFS) Representative to join our growing team! The Patient Financial Services Representative will work directly with our clients t...
  • 5 Days Ago

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Senior Consultant ESG - Financial Services
  • BDO Belgium
  • Zaventem, MA FULL_TIME
  • This job in a nutshell Are you passionate about driving sustainable change in the financial services industry? As Senior Consultant ESG at BDO, you'll lead consulting engagements focused on Environmen...
  • 4 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lawrence, MA area

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Associate Financial Representative
  • Modern Woodmen of America
  • Danville, NH
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 5/14/2024 12:00:00 AM

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Director, Managed Account Investment Product
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Role As key members of the Managed Account Investment Product team we are responsible for partnerin...
  • 5/13/2024 12:00:00 AM

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Ramp Service Agent
  • Signature Flight Support Corporation
  • Atkinson, NH
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 5/13/2024 12:00:00 AM

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Finance Business Partner
  • FM Global
  • Billerica, MA
  • FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000...
  • 5/13/2024 12:00:00 AM

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Financial Advisor, Chelmsford, MA/Nashua, NH Area
  • Santander Holdings USA Inc
  • Chelmsford, MA
  • Financial Advisor, Chelmsford, MA/Nashua, NH Area Country: United States of America Achieve and exceed both individual a...
  • 5/13/2024 12:00:00 AM

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Finance Administrator
  • The Morin-Cameron Group, Inc.
  • Danvers, MA
  • Bookkeeper Job Description The Morin-Cameron Group, Inc has been providing professional civil engineering and land surve...
  • 5/13/2024 12:00:00 AM

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Senior Customer Success Manager - Financial Services
  • Seismic
  • Boston, MA
  • Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full stat...
  • 5/10/2024 12:00:00 AM

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AVP of Sales, MA/ME/RI
  • Elara Caring
  • Byfield, MA
  • At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, e...
  • 5/10/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,888 to $97,153
Lawrence, Massachusetts area prices
were up 1.6% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020