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)
Core Requirements: • Must have a Class A or B commercial driver’s license • Minimum Age: 21, as per Federal D.O.T. regulations • Must be able to pass a D.O.T. Physical and Drug Screen • Experience: Past route sales experience and a good driving record preferred The route sales driver shall be responsible for, but not limited to, the following: Drives truck over established route to deliver and sell products or render services of the dairy industry to customer’s place of business. Driver must follow all Department of Transportation regulations. Collects money from customers, makes change, and records transactions on customer receipt. Writes customer orders and instructions; records sales or delivery information on daily sales or delivery record; calls on prospective customers to solicit new business; prepares order forms and sales contracts; informs regular customers of new products or services; and listens to and resolves service complaints. (S)he will be required to climb, crawl, and walk in an upright as well as a bent position to facilitate the following: • Load and unload product at destination • Place stock on shelves or racks • Set up merchandise and sales promotion displays • Issue sales promotion materials to customers • Collect or pick up empty containers or rejected or unsold merchandise The route sales driver will have to stack and unstack items weighing 50 pounds from a height of approximately seven feet to the ground and back continually as well as drag stacks of milk weighing approximately 240 pounds, throughout the shift. Load and unload truck and carry merchandise. (S)he will be required to work in very hot (100° ) and very cool (less than 32°) environments throughout the year. (S)he will also be required to work outside most of the time, regardless of the conditions. The successful candidate must keep the inside of the truck clean, perform routine maintenance on truck, and work and drive in a safe, courteous and efficient manner. I understand the description of this job and the essential functions, as given above. I also understand that being banned from a customer account could subject me to immediate discharge. Furthermore, I understand that all of the duties are not described above, and that I will perform those above and other related duties as directed by my supervisor and management
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