Current jobs related to Small Business Relationship Manager - Greenwood Village - Bellco
-
Middle Market Relationship Manager III
2 weeks ago
Greenwood Village, Colorado, United States Umpqua Bank Full timeAbout the RoleServes as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a trusted advisor role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...
-
Senior Lead Relationship Manager, Commercial
2 days ago
Greenwood Village, Colorado, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Lead Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute business plans to...
-
Relationship Manager
2 days ago
Greenwood, Missouri, United States Computer Services Incorporated Full timeJob SummaryAs a Relationship Manager at Computer Services Incorporated, you will play a critical role in maintaining and expanding relationships with customers, serving as the primary liaison between our company and the customers. Your goal will be to achieve excellence in customer service, leading to high customer satisfaction, contract renewals, and...
-
Relationship Manager
2 weeks ago
Greenwood, Indiana, United States Home Bank SB Full timeJob SummaryWe are seeking a highly skilled and motivated Relationship Manager to join our team at Home Bank SB. As a key member of our organization, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer ServiceProvide personalized service to internal and external...
-
Client Relationship Manager
3 weeks ago
Greenwood Village, Colorado, United States WATERTON INSURANCE GROUP, LLC Full timePosition OverviewWaterton Insurance Group is experiencing significant growth. Following our recent acquisition, we are poised for expansion and are in search of enthusiastic, intelligent, and personable individuals to enhance our operations. This role offers a dynamic, enjoyable, and rewarding work environment with exceptional opportunities for advancement...
-
Senior Business Development Manager
3 weeks ago
Greenwood Village, Colorado, United States Executive Career Partners Full timeAbout the Role:The Regional Director will be responsible for engaging with clients to understand their needs and providing tailored solutions through consultative selling practices.Key Responsibilities:Develop and execute business strategies to drive revenue growth and expand client relationships.Collaborate with internal and external partners to deliver...
-
Client Relationship Manager
3 weeks ago
Greenwood Village, Colorado, United States WATERTON INSURANCE GROUP, LLC Full timePosition OverviewWaterton Insurance Group is experiencing significant growth. Following our recent acquisition by Guild Mortgage, we are eager to expand our team with enthusiastic, intelligent, and personable individuals. Our environment is dynamic, enjoyable, and offers substantial opportunities for advancement and earning potential. We provide a...
-
Strategic Relationship Manager
2 weeks ago
Greenwood, Missouri, United States Computer Services Incorporated Full timeJob SummaryAs a Strategic Relationship Manager at Computer Services Incorporated, you will play a crucial role in maintaining and expanding relationships with our valued customers. You will serve as the primary liaison between our company and our clients, striving to achieve excellence in customer service and satisfaction.Key ResponsibilitiesFoster and grow...
-
Client Relationship Manager
3 weeks ago
Greenwood, Indiana, United States Home Bank SB Full timeJob SummaryWe are seeking a highly skilled and experienced Relationship Development Specialist to join our team at Home Bank SB. As a key member of our organization, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer ServiceProvide personalized service to internal...
-
Relationship Manager
3 weeks ago
Greenwood, United States Home Bank SB Full timeJob DescriptionJob DescriptionSCOPEThe primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed.AREA OF RESPONSIBILITY:Customer ServiceProvides excellent customer service to both internal and external customersProvides individual...
-
Mortgage Loan Officer
2 weeks ago
Greenwood Village, Colorado, United States PNC Bank NA Full timeAbout the RolePNC Bank NA is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will play a critical role in helping our customers achieve their financial goals by providing expert guidance and support throughout the mortgage process.Key ResponsibilitiesCustomer Relationship Management: Develop and maintain strong...
-
Relationship Banker
3 weeks ago
Greenwood, Indiana, United States Bank of America Full timeJob DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support, and helping them achieve their financial goals.Key...
-
Business Development Associate
5 days ago
Greenwood Village, Colorado, United States PMI Sales Agency Full timeJob Title: Business Development AssociateWe are a fast-growing business development firm, PMI Sales Agency, seeking a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume.Key Responsibilities:Develop new business opportunities by qualifying sales leads, directly...
-
Relationship Manager
2 weeks ago
Greenwood, Indiana, United States Home Bank SB Full timeJob SummaryWe are seeking a highly skilled and motivated Relationship Manager to join our team at Home Bank SB. As a key member of our organization, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide individualized customized services to customersAssist other bank...
-
Mortgage Loan Officer
2 weeks ago
Greenwood Village, Colorado, United States PNC Bank NA Full timeAbout This RolePNC Bank NA is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will play a critical role in helping our customers achieve their financial goals by providing expert guidance and support throughout the mortgage process.Key ResponsibilitiesCustomer Relationship Management: Develop and maintain strong...
-
Relationship Manager
4 days ago
Greenwood, Indiana, United States Home Bank SB Full timeJob SummaryWe are seeking a highly skilled and motivated Relationship Manager to join our team at Home Bank SB. As a key member of our organization, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide individualized customized services to customersAssist other bank...
-
Business Development Manager
2 weeks ago
Greenwood, South Carolina, United States Pinakle Full timeJob OverviewPinakle is a leading Business Consulting and Management Firm seeking a highly motivated and experienced Business Management Consultant to join our team.The ideal candidate will have a strong background in business operations, marketing, and sales, with a proven track record of driving growth and improving profitability.As a Business Management...
-
Insurance Relationship Manager
3 weeks ago
Greenwood, Mississippi, United States Hart Kittle Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our State Farm Agent team, you will play a vital role in generating exceptional client experiences that drive the growth of our successful insurance agency.Key ResponsibilitiesEstablish and Maintain...
-
Business Development Manager
3 weeks ago
Greenwood, Indiana, United States Irex Services Full timeWelcome to Irex ServicesWe are currently seeking a Business Development Manager to join our team.About the Role:The Business Development Manager will be responsible for cultivating long-term relationships with multiple customer accounts. This role involves overseeing various aspects of the project lifecycle, from estimating and proposal writing to contract...
-
Office Systems Specialist
2 weeks ago
Greenwood Village, Colorado, United States Konica Minolta Business Solutions Ltd Full time{"title": "Technical Support Associate", "content": "Job SummaryKonica Minolta Business Solutions Ltd is seeking a skilled Technical Support Associate to join our team. As a Technical Support Associate, you will be responsible for providing technical assistance and support to our customers, ensuring their business equipment is running smoothly and...
Small Business Relationship Manager
3 months ago
Application deadline is 5 days after the date the role was posted.
Thank you for your interest in Bellco Credit Union We're a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You're a part of something more at Bellco-a place you can be proud of.
SMALL BUSINESS RELATIONSHIP MANAGER
LOCATION: Small Business Banking
DIVISION: Branch Sales & Service
FUNCTION DESCRIPTION:
The Small Business Relationship Manager position is responsible for the acquisition, retention and expansion of small business banking members in their assigned branch(s). This position will also be responsible for serving existing business members while proactively uncovering and delivering quality solutions to meet the key objectives of the business owners.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: Director of Small Business
Supervises: None
Contacts: Credit Union members, prospective business members, other credit union departments, credit union officials and appropriate external financial service providers.
QUALIFICATIONS/REQUIREMENTS:
Education: Four-year college degree or equivalent experience.
Experience: 4-6 yrs. of proven sales ability selling in the financial industry
Knowledge of the financial services industry (banks and credit unions)
Skills: Strategic or consultative sales skills
Strong communication skills, independent, resourceful and driven
Previous experience analyzing financials and loan applications using underwriting criteria
Strong presentation and PC skills
Proven ability and willingness to identify needs and sell appropriate products
Attention to detail, and self-discipline to manage daily administrative tasks accurately and efficiently
Equipment: Smart Phone, computer, monitor and keyboard
ESSENTIAL FUNCTIONS:
Demonstrate Bellco WOW philosophy in all interactions with members, prospective members and personnel in other Bellco departments.Cultivate business relationships with small businesses, generally under $5 Million in annual revenue, through outside sales and marketing efforts. This will include profiling, outbound telephone sales, consulting, networking, cold-calling and appointment setting.Primary focus will be business centric including, business deposit accounts, business lines of credit, business credit cards, owner occupied commercial real estate and cash management products.Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business.Increase the number of products and services, both personal and business, the member utilizes and retain members.Develop a pipeline of business opportunities and referral sources.Actively follow-up with leads, either with members or non-members.Contribute to corporate and branch goals and support current business priorities.Communicate key features and benefits of all Bellco's most complex products and services.Call Blocks-Weekly One-on-One session with Director of Small Business, to include joint calling and reviewing sales activity.Accurately and timely enter required and relevant information into Bellco's CRM system.Open new accounts by following the approved new account procedure; initiate a credit application; identify financial product and service needs; follow current underwriting guidelines and use credit scoring or traditional underwriting to approve credit applications; satisfy requests for advanced product and service needs.Analyze credit bureau reports to accurately identify member's financial needs and sales opportunities.Accurately enter and complete loan application in the Bellco Velocity system and other Loan Origination Systems.Adhere to current underwriting guidelines and loan closing procedures; accurately complete loan-closing documents; disburse loans as required.Exhibit an advanced level of performance; require minimal supervision and exhibit sound judgment.Take the initiative to identify problems and sales opportunities; know and follow legal and regulatory restrictions; understand the basis for procedures and deal appropriately with departures from standards.Understand the sales process and be recognized as a leader, resource and key contact.Access member accounts to accurately perform financial service transactions.Has an understanding of business terminology when working with business members.Has understanding of bank financials to determine appropriate product mix to recommend to business membersNetworking-build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.
Addition or modifications to these may be made as needed to maintain service levels to members.
WORKING CONDITIONS:
In order to meet the financial service needs of our members, job function may necessitate changes in hours or location.
Essential functions require travel throughout the Denver metro area to call on prospective business members.
Bellco requires all employees who drive their personal or a company vehicle in the routine performance of their jobs to have a clean Motor Vehicle Record and valid Driver's License. They must also provide proof of valid insurance
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.Exempt branch roles may earn quarterly bonuses for production and team goals.Exempt non-branch management roles may be eligible for an annual managerial bonus.Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
#J-18808-Ljbffr
