SB Financial Services Relationship Manager jobs in Youngstown, OH

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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Private Client Services Relationship Manager
  • Farmers National Bank of Canfield
  • Emlenton, PA FULL_TIME
  • Description

    SUMMARY: This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients. These relationships will be developed by providing sound financial advice regarding a client's personal finances as well as for their business finances. Relationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products and services, for use by clients to help them achieve their financial goals.

    ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:

    • Generate new business relationships for the Bank by using existing centers of influence, or by establishing new centers of influence
    • Recommend and sell various Banking, Trust or Investment products and services to existing and new clients. Correctly determine product/service fit and acceptability for clients
    • Develop detailed financial plans for the clients and their businesses as necessary
    • Identify and refer insurance sales opportunities as appropriate
    • Will assist clients in recognizing and understanding the tax impact of certain situations and decisions
    • Analyze credit needs of clients and propose both consumer loan and business loan solutions
    • Analyze the credit-worthiness of both consumer and commercial borrowers and make sound recommendations for extending credit
    • Monitor client portfolio for risk and address developing situations quickly and appropriately to protect both the client and the Bank
    • Manage risk and delinquencies to the established levels of acceptability for the Bank
    • Work closely with clients to analyze long term and short term financial goals of each client
    • Assisting clients with the development of sound financial plans for personal and commercial goals
    • Partner with different lines of business representatives throughout the company to cross-sell products and services need by our clients
    • Maintain portfolio delinquency at levels acceptable to management
    • Supervise administrative staff supporting Private Client
    • Serve on internal committees as required
    • Interact with operational and technical areas to resolve problems
    • Adhere to all appropriate service standards
    • Draft sales proposals, commitment letters, and make sales presentations to clients and prospects
    • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
    • Regular, predictable attendance is an essential requirement of this position

    EDUCATION and/or EXPERIENCE:

    • Bachelor's degree in Business Administration, Finance or Accounting (CFP or CTP designation preferred)
    • Minimum of 5 years experience managing the relationships of affluent clients
    • Proven knowledge of basic economic principles for foundation of providing sound wealth management advise
    • Strong knowledge of Trust, Banking and Investment products and services
    • Proven ability to evaluate credit worthiness of both individuals and commercial entities
    • Series 6 and Series 7 designation preferred but not required

    Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

    Qualifications

    Education
    Bachelors of Business Administration (required)

    Licenses & Certifications
    Cert Financial Planner (preferred)

    Skills
    • Private Client Services (required)


    • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

      The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

       

    • 1 Month Ago

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    Financial Counselor
    • Coleman Professional Services
    • Youngstown, OH FULL_TIME
    • Seeking a Financial Counselor in our Warren and Youngstown, Ohio offices. Duties include performing financial interviews with clients to determine financial status and eligibility for assistance, main...
    • 17 Days Ago

    S
    Director of Financial Planning and Analysis
    • SUNBELT SOLOMON SERVICES, LLC
    • Sharon, PA FULL_TIME
    • The Director of Financial Planning and Analysis is responsible for working closely with senior management and functional leaders to plan, forecast, and analyze business performance. This individual gu...
    • 1 Month Ago

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    Environmental Services Assistant Manager
    • Healthcare Services Group, Inc.
    • HERMITAGE, PA OTHER
    • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
    • 19 Days Ago

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    Front Desk Coordinator/Pet Parent Relationship Manager
    • Dogtopia of Cranberry
    • Cranberry, PA FULL_TIME
    • This unique position is a combination of the roles of Front Desk Coordinator and Pet Parent Relationship Manager. The individual hired for this position must be able to multitask, be outgoing, organiz...
    • 6 Days Ago

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    Financial Services Professional – Hybrid Remote (PA)
    • Bankers Life
    • Grove, PA FULL_TIME
    • Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helpin...
    • 20 Days Ago

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    0 SB Financial Services Relationship Manager jobs found in Youngstown, OH area

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    Outside Sales Representative $80K+
    • Rollins, Inc.
    • Youngstown, OH
    • ** Outside Sales Representative $80K+** **Job Category****:** Sales **Requisition Number****:** OUTSI022083 Showing 1 lo...
    • 3/28/2024 12:00:00 AM

    7
    Vice President of Finance & Analytics
    • 7 17 Credit Union
    • Warren, OH
    • With $1.6 Billion in assets, 7 17 Credit Union is a progressive and community-minded financial institution in Ohio offer...
    • 3/27/2024 12:00:00 AM

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    Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
    • Department Of The Treasury
    • Youngstown, OH
    • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
    • 3/27/2024 12:00:00 AM

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    AVP, Acquisition Strategy
    • Synchrony Financial
    • Canton, OH
    • Job Description: Role Summary/Purpose: Reporting to the VP, Credit Acquisitions Strategy, the AVP Credit Acquisitions St...
    • 3/27/2024 12:00:00 AM

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    Technical Support Intern
    • First Federal Bank
    • Youngstown, OH
    • Position Title: Tech Support - Intern Department: Information Technology Position Reports to: Network / Systems Admin Se...
    • 3/27/2024 12:00:00 AM

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    Financial Advisor
    • Bankers Life
    • Kent, OH
    • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
    • 3/25/2024 12:00:00 AM

    7
    Vice President of Finance & Analytics
    • 7 17 Credit Union
    • Warren, OH
    • With $1.6 Billion in assets, 7 17 Credit Union is a progressive and community-minded financial institution in Ohio offer...
    • 3/25/2024 12:00:00 AM

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    Financial Advisor (Service Advisor)
    • Magellan Financial & Insurance Services, Inc.
    • Zelienople, PA
    • Service Advisor Position at Secure Money Advisors (www. SecureMoneyAdvisors.com) About Secure Money Advisors: Secure Mon...
    • 3/24/2024 12:00:00 AM

    Youngstown is a city in and the county seat of Mahoning County in the U.S. state of Ohio, with small portions extending into Trumbull County. According to the 2010 Census, Youngstown had a city proper population of 66,982, while the Youngstown-Warren-Boardman, OH-PA Metropolitan Statistical Area it anchors contained 565,773 people in Mahoning and Trumbull counties in Ohio, and Mercer County in Pennsylvania. Youngstown is located on the Mahoning River, approximately 65 miles (105 km) southeast of Cleveland and 61 miles (100 km) northwest of Pittsburgh. Despite having its own media market, Young...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for SB Financial Services Relationship Manager jobs
    $64,829 to $85,252
    Youngstown, Ohio area prices
    were up 1.3% from a year ago

    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
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    January 26, 2020