SB Financial Services Relationship Manager jobs in Saint Petersburg, 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)

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Association Services Relationship Manager
  • Truist Bank
  • Saint Petersburg, FL FULL_TIME
  • Language Fluency: English (Required)


    Work Shift:

    1st shift (United States of America)

    Job Grade:

    110

    Please review the following job description:

    Achieve growth and sales objectives by developing and expanding relationships with property management companies, accounting firms and community associations. Recommend product and service enhancements to improve client satisfaction and sales potential; retain and expand client relationships. Work with Truist Community Bank personnel to increase opportunities to grow deposits, fee income and loans, utilizing Integrated Relationship Partners when appropriate.

    Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 
    1. Develop and execute a targeted prospect marketing plan focused on winning new client relationships. Responsible for meeting assigned loan, deposit and fee-based revenue goals within established timeframes.
    2. Retain and expand existing client relationships. Deliver integrated solutions to clients across functional areas, ensuring that relationships are fully developed. Provide superior client service by providing timely and accurate responses and problem resolution.
    3. Perform cost-benefit and needs analysis of existing and potential client relationships to meet the needs of both the client/prospect and the Bank, including accurate completion of and presentation of Treasury Proformas to the client.  
    4. Identify opportunities for the expansion of business relationship by using a consultative approach with clients and introducing products and services to meet the client's needs, including but not limited to Treasury, Insurance, Retail Services and others.
    5. Maintain a strong understanding of credit policies and procedures in order to maintain acceptable credit quality and provide advice and recommendations for loan structure and pricing.
    6. Continually develop knowledge of the business climate, technology applications and competition for defined geography and accounts.
    7. Maintain professional and technical knowledge by attending educational seminars, reviewing professional publications, establishing personal business networks and participating in professional organizations.
    8. Remain current with changing trends, economic indicators and competitors in order to recommend product or service enhancements to improve client satisfaction and sales potential.   
    9. Remain proficient with loan input to internal loan platform to ensure credit requests are complete and meet minimum standards for credit quality.  Ensure loan requests are submitted in a timely manner.
    10. Maintain professional and technical knowledge by attending various educational seminars, and participate in professional organizations.  Represent the bank by participating in various business networks, and participating in professional organizations to further enhance Truist image and develop additional business.
    QUALIFICATIONS
    Required Qualifications:
    The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    1. Bachelor's degree in business, marketing or a related field, or equivalent education and related training
    2. Five years of banking or Community Association Property Management experience
    3. Five years of product sales and marketing, relationship and account management
    4. Excellent written and verbal communications skills
    5. Excellent interpersonal skills; ability to handle large client relationships
    6. Product knowledge (e.g. deposit products, investment services, treasury services commercial banking)
    7. Superior business development, client relations and decision-making skills
    8. Excellent time management and organization skills; self-motivated and directed
    9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
    10. Ability to travel overnight
    Preferred Qualifications:
    1. Experience in Commercial Banking or as Treasury sales professional
    2. Professional LCAM/ CAM /CMCA or other related designation
    3. Manage deposit relationship of $75MM or greater
    4. Manage loan portfolio of $25MM or greater

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  • 6 Days Ago

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Business Center Assistant Manager
  • PNC Financial Services Group
  • Saint Petersburg, FL FULL_TIME
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • Just Posted

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Full Time Relationship Banker - St. Petersburg branch
  • DFCU Financial
  • Saint Petersburg, FL FULL_TIME
  • Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: Our St. Pet...
  • 5 Days Ago

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Full Time Relationship Banker - St. Petersburg branch
  • DFCU Financial
  • Petersburg, FL FULL_TIME
  • The Opportunity: Our St. Petersburg, FL branch is seeking a full time Relationship Banker to join their team. In this role, the Relationship Banker will build member relationships by identifying and p...
  • 10 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Saint Petersburg, FL CONTRACTOR,FULL_TIME
  • Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a...
  • 18 Days Ago

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Director of Financial Services
  • Freedom Square
  • Seminole, FL FULL_TIME
  • Job description Freedom Square of Seminole is an upscale Senior Living Community located in beautiful Seminole, Florida (located in the Tampa Bay area). Designed like a quaint town square with paved b...
  • 23 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Saint Petersburg, FL area

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent - MSP, 12 Month Roster, Temp Prom NTE 1 Year, MBE, MBMP
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) Temp NTE 1 Yr., MBE, MBMP 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

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VP of Finance
  • Search Connections
  • Tampa, FL
  • Job Description Job Description We are seeking a VP Of Finance! You will be responsible for the effective management and...
  • 4/20/2024 12:00:00 AM

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Financial Advisor | Top-Ranked Training Program
  • Northwestern Mutual
  • Saint Petersburg, FL
  • GET MORE OUT OF YOUR CAREER When you bring your talent, hard work, and experience, we offer the training, mentorship, an...
  • 4/20/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/19/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Saint Petersburg, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/19/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$65,434 to $86,041
Saint Petersburg, Florida area prices
were up 1.1% from a year ago

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