SB Financial Services Relationship Manager jobs in South Dakota

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)

P
Financial Services Marketing Consultant
  • Principal Financial Group
  • Sioux Falls, SD FULL_TIME
  • What You'll Do

    As a Financial Services Marketing Consultant – Sioux Falls, SD regional sales office, you'll assist management and advisors in developing and implementing marketing programs as well as support materials that will enable advisors and management to effectively penetrate target segments to attract new business and maintain existing business. You'll also track marketing activities of advisors and offices within the business center region, implement and execute advisor marketing programs, and support business center marketing programs and local branding activities.

     

    Here are examples of the kinds of things you'll do:

    • Ensure producer marketing program and tools are promoted and implemented with all advisors. Serve as an advocate for advisors and business centers by partnering with regional marketing consultants and internal contacts to acquire resources needed for advisors to improve business development efforts and meet financial objectives.
    • Assist management or advisors in developing and implementing marketing programs and support materials that will enable advisors and management to effectively penetrate target segments in order to attract new business and maintain existing business. Track marketing activities of advisors and offices within the business center region.
    • Execute on business center goals. Assist in carrying out the necessary marketing activities. This may also include event-planning and internal newsletter production in support of the culture.

    Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!


    Who You Are

    • High school diploma or equivalent.
    • Good understanding of the business use of social media platforms including, but not limited to: LinkedIn, Facebook, Twitter and YouTube.
    • Strong business sense and ability to understand and apply marketing strategies and systems. 
    • Strong written and oral communication, organizational and relationship building skills.
    • Proactive and determined, ability to prioritize assignments, adapt to changing priorities and able to work under pressure.
    • Proficient knowledge of Microsoft Office Suite.

    Skills That Will Help You Stand Out

    • Expertise in marketing strategies; proven track record to innovate, empower, and generate effective marketing programs.
    • 4 years related experience in financial services marketing or sales support.
    • Experience with Salesforce and/or other CRM platforms is highly preferred.

    Salary Range Information

    Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
    Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

    $22.07 - $29.86 / hour
    Time Off Program

    Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
    Pension Eligible

    Yes
    Additional Information

    Work Authorization/Sponsorship

    At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

    Nonimmigrant Workers and Green Card for Employment-Based Immigrants

    Investment Code of Ethics

    For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

    Experience Principal

    While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

    Principal is an Equal Opportunity Employer

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


    Posting Window

    We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
    Original Posting Date

    3/19/2024
    Most Recently Posted Date

    3/19/2024

    LinkedIn Hashtag



    #LI-BS1
  • 3 Days Ago

C
Financial Investigator
  • Contact Government Services, LLC
  • Pierre, SD FULL_TIME
  • Financial Investigator Employment Type: Full-Time, Mid-Level Department: Financial Investigation CGS is seeking a Financial Investigator to join our team providing legal support and investigative serv...
  • 23 Days Ago

T
Client Relationship Manager
  • The Goal Family of Companies
  • Sioux Falls, SD FULL_TIME
  • Job Description: The Client Relationship Manager will report to the Director of Client Relationship Management and is responsible for working directly with designated Goal Solutions clients as the pri...
  • 13 Days Ago

L
Trust Officer / Relationship Manager
  • Liberty National Bank
  • Sioux Falls, SD FULL_TIME
  • It is the intention of Liberty National Bank to provide a team-oriented work environment for individuals who are qualified for employment opportunities. For consideration submit your resume to the Hum...
  • 14 Days Ago

G
Senior Relationship Manager
  • Gil Haugan Construction
  • Sioux Falls, SD FULL_TIME
  • Gil Haugan Construction is looking for a great person to add to the team. Your skills in building, maintaining, and strengthening relationships make you an excellent candidate for this role. As our Se...
  • 19 Days Ago

F
Commercial Relationship Manager I
  • First Interstate Bank
  • Wall, SD FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourWall, SD Main branch.What's Important to YouWe know your career is ju...
  • 1 Month Ago

E
Audit Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
  • 4/18/2024 12:00:00 AM

S
Budget & Financial Services Manager
  • Shippensburg University
  • Shippensburg, PA
  • Budget & Financial Services Manager Shippensburg University, Shippensburg, PA Full-time, Minimum starting salary $52,214...
  • 4/16/2024 12:00:00 AM

E
Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 4/16/2024 12:00:00 AM

B
Program Manager, Financial Services
  • Bip.monticello
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/16/2024 12:00:00 AM

B
Program Manager, Financial Services
  • Bip.monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/16/2024 12:00:00 AM

B
Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/15/2024 12:00:00 AM

B
Program Manager, Financial Services
  • BIP.Monticello
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/15/2024 12:00:00 AM

N
Sales Manager Financial Services
  • Northwestern Mutual
  • Ann Arbor, MI
  • GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for ...
  • 4/15/2024 12:00:00 AM

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$62,052 to $81,594

SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019