SB Financial Services Relationship Manager jobs in Providence, RI

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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Project Manager (Financial Services)
  • Harvard Partners Trusted IT Advisors
  • Providence, RI CONTRACTOR
  • Position Overview:
    • As the Project Manager, you will be taking over a highly visible project at the business and operational readiness stage.
    • Using your experience in delivering payment technology initiatives (ACH experience preferred; Financial Services or Banking industry experience a must), you will develop executive level materials and communication to ensure a smooth rollout as well as troubleshoot and create solutions for any problems that arise. Advanced Jira/Confluence skills are required.
    • This position also requires 3 days a week in the office thus being local to Rhode Island is also a must. 
    Responsibilities and Qualifications:
    • Responsible for using best practice PMO methodology to create a project plan to fit the stakeholders/sponsor's needs and deliver on desired outcomes 
    • Develop integrated baseline project plans applying estimating models, identify resources and skills required, document estimating assumptions, refine plans and manage performance against them. 
    • Recommend best solutions based on understanding of business issues.
    • Provide task-based schedule and cost forecasts and assist in assessing risk-based provisions. 
    • Capture and track program metrics and perform analysis. 
    • Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk. 
    • Manage client expectations, anticipates operational and tactical risks and tracks them. 
    • Clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required. 
    • Manage project closure initiatives, such as client satisfaction survey and closure analysis. Document and archive project activities, deliverables, tools and findings for future projects.
    Qualifications:
    • Advanced verbal and written communication skills. 
    • Ability to develop project plans, manage individual deadlines and goals. 
    • Knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics. 
    • Ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis. 
    • Advanced proficiency with all MS Office applications, MS Project and/or Visio. 
    • Highly organized with good time management skills. 
    • Customer service orientation, and strong interpersonal skills. 
    • Analytical thinker with creative problem solving skills and attention to detail.
    • Bachelor degree in an IT-related discipline - preferred. 
    • PMP certification - preferred. 
    • 5 years experience managing projects.
  • 1 Month Ago

F
Client Relationship Delivery Manager
  • FIS
  • Warwick, RI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 1 - 5%Job DescriptionAbout FISAre you ...
  • 1 Day Ago

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Client Relationship Delivery Manager
  • FIS Global
  • Warwick, RI OTHER,FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 1 - 5%Job DescriptionAbout FISAre you ...
  • 3 Days Ago

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Client Relationship Manager
  • City Personnel
  • Smithfield, RI FULL_TIME
  • An exciting opportunity with an established and growing manufacturinng organization based in Smithfield, RI! We are looking for a bright, professional, and self-motivated Client Relationship Manager w...
  • 11 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Providence, RI OTHER
  • Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
  • 1 Month Ago

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Financial Services Representative
  • Fidelity Investments
  • Chepachet, RI FULL_TIME
  • Job Description : Phone Financial Consultant Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environmen...
  • 19 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Providence, RI area

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Commercial Cost Manager-Financial Services Client
  • CBRE
  • Providence, RI
  • Commercial Cost Manager-Financial Services Client Job ID 156734 Posted 04-Mar-2024 Service line GWS Segment Role type Fu...
  • 3/29/2024 12:00:00 AM

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Grants and Financial Specialist
  • eTeam Inc.
  • Providence, RI
  • JOB DESCRIPTION: PRE-AWARD POSITION POTENTIAL CONTRACT TO HIRE The Grants and Financial Specialist independently manages...
  • 3/29/2024 12:00:00 AM

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Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 3/29/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Providence, RI
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/29/2024 12:00:00 AM

C
Financial Analyst
  • Complete Staffing Solutions, Inc.
  • Providence, RI
  • Job Description Job Description HYBRID 37.5 work week! Hybrid Degree REQUIRED 3+ years’ experience REQUIRED Advanced Exc...
  • 3/28/2024 12:00:00 AM

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Finance Manager
  • Grieco Hyundai
  • Johnston, RI
  • Seeking an experienced F&I Manager for a 150+ deal store. Must have experience, CDK experience helpful. We offer competi...
  • 3/28/2024 12:00:00 AM

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Finance Director, BIRCH
  • Brown University
  • Providence, RI
  • Job Description: Brown University, in collaboration with Care New England and Lifespan, two local, academic health syste...
  • 3/28/2024 12:00:00 AM

E
Financial Coordinator
  • eTeam Inc.
  • Providence, RI
  • Assignment Details: Work Location: Location of Position: If Remote, please specify address: 184 Hope street Providence R...
  • 3/27/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$72,482 to $95,317
Providence, Rhode Island area prices
were up 1.6% from a year ago

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January 26, 2020