Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
16 B1Bank Relationship Manager Jobs Hiring Near You
Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in ... Forges relationships with b1Bank team, community contacts, and professional advisors to identify ...
Portfolio Manager III
Houston, TX · On-site
Establish and maintain direct client relationships. Attend management presentations, bank meetings, and client meetings to identify new underwriting, and/or additional bank product opportunities. Job ...
Portfolio Manager III
Houston, TX · On-site
Establish and maintain direct client relationships. Attend management presentations, bank meetings, and client meetings to identify new underwriting, and/or additional bank product opportunities. Job ...
Utility Universal Banker
Baton Rouge, LA · On-site
$17.25 - $21.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Baton Rouge, LA · On-site
$17.25 - $21.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Houma, LA · On-site
$17.50 - $21.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Houma, LA · On-site
$17.50 - $21.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Dallas, TX · On-site
$16.75 - $21/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Dallas, TX · On-site
$16.75 - $21/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Lake Charles, LA · On-site
$16.50 - $20.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Lake Charles, LA · On-site
$16.50 - $20.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Rayville, LA · On-site
$17 - $21.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Rayville, LA · On-site
$17 - $21.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Metairie, LA · On-site
$16.75 - $20.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Metairie, LA · On-site
$16.75 - $20.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Sulphur, LA · On-site
$14 - $17.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Sulphur, LA · On-site
$14 - $17.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Pasadena, TX · On-site
$15.50 - $19.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Pasadena, TX · On-site
$15.50 - $19.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Thibodaux, LA · On-site
$14.75 - $18.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Thibodaux, LA · On-site
$14.75 - $18.25/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Bossier City, LA · On-site
$13.50 - $17/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Bossier City, LA · On-site
$13.50 - $17/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Universal Banker
Brusly, LA · On-site
$18 - $22.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Posted today
Universal Banker
Brusly, LA · On-site
$18 - $22.50/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Posted today
Utility Universal Banker
Houma, LA · On-site
$17.50 - $21.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
Utility Universal Banker
Houma, LA · On-site
$17.50 - $21.75/hr
The candidate must be enthusiastic about developing and maintaining relationships with customers in ... Assists the banking center management with day-to-day transactions, including but not limited to ...
b1BANK Jobs Information
Do workers at b1BANK get paid breaks?
No. Most people don’t get paid breaks.
80% of people say they don’t get paid breaks.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
80% of people say they don’t get paid breaks.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
Does b1BANK pay people when they’re sick?
Yes. Most people get paid when they’re sick.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
80% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
Do people at b1BANK get to take their breaks without interruption?
Most people get breaks without interruption.
80% of people report that they get to take their breaks without interruption.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
80% of people report that they get to take their breaks without interruption.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
Is it stressful to work at b1BANK?
Most people feel stressed here.
80% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
80% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
Do people at b1BANK recommend working with their team?
Only some people recommend working with their team.
60% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
60% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
Do workers feel well informed about how b1BANK is doing?
Only some people feel well informed about how the company is doing.
40% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
40% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and November 2025.
What other companies are hiring for Relationship Manager jobs?
What are the most popular jobs at B1Bank?
b1BANK rating
5.6
Based on 5 frontline employees who took The Breakroom Quiz
163rd of 172 rated banks
Job description
Summary
The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service.
Specific Job Functions
- Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts.
- Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation.
- Conducts thorough financial planning and analysis to grasp clients’ needs, objectives, and risk tolerance.
- Crafts personalized financial plans and investment strategies that meet clients’ goals and financial situations.
- Offers ongoing advice and portfolio management, modifying strategies as necessary due to changes in clients’ circumstances or financial landscape.
- Ensures client satisfaction by coordinating with cross-company service teams for timely delivery, issue resolution, and effectively communicating the clients’ concerns and needs.
- Cross-sells products/services and leads the development of new solutions to meet clients’ needs, coordinates presentations, involves experts as needed, closes sales, ensures smooth delivery of new services, and communicates emerging needs.
- Displays sound technical and industry knowledge in managing and delivering products and services for clients form the initial appointment, including transactions, analyzing needs, recommending improvements, and assessing the impact of new or additional services.
- Forges relationships with b1Bank team, community contacts, and professional advisors to identify leads and new business opportunities.
- Complies with all regulatory and compliance requirements.
Minimum Job Requirements
- Bachelor degree in Finance, Economics, Business Administration, or related field required.
- Master’s degree or professional certifications (e.g., CFP®, CFA) preferred.
- 4-7 years of sales experience in the financial service industry is required.
- Must demonstrate ability to develop and maintain client relationships.
- Proficient in financial markets, investment products, and personal finance principles.
- Demonstrates strong financial and analytical skills.
- Possess strong organizational and interpersonal skills.
- Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients.
- Detail-oriented with strong ethical standards and professionalism.
- Proficient in computer skills, financial planning software, and Microsoft Suite.
- Must have active FINRA Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain these licenses within 75 days of hire.
Equal Opportunity Employer/Veterans/Disabled
About b1BANK
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Baton Rouge, LA, US
Year founded
2006