SB Financial Services Manager jobs in Santa Rosa, CA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services Representative
  • Community First Credit Union
  • Healdsburg, CA FULL_TIME
  • *Must have financial institution or credit union experience*

    Position Summary: Performs an extensive range of transactional duties. May perform all duties of the MSR positions including guidance in the efficient and accurate handling of member needs. Resolves complex member problems and performs consumer lending functions.

    Major Duties and Responsibilities:

    Member Service

    • Perform and comprehend all functions of the MSR II levels.
    • Perform service dependably and accurately, cross-selling CFCU products and services at every opportunity, always demonstrating member service standards.
    • Provide account information in person, by phone or via e-mail and video.

    Transaction Processing

    • Perform all functions of the MSR II positions including complex transactions and loan transactions.
    • Assist MSRs with balancing.

    Experienced New Account Processing & Account Administration

    • Perform all New Account processing and account administration as required by CFCU standards.
    • Perform all file maintenance functions, including placing proper and accurate share comments according to CFCU standards.
    • Handle all aspects of IRA accounts including but not limited to: opening, closing, rollovers, transfers, contributions, and distributions

    Electronic Services

    • Assist members with stop payment request paperwork for share drafts and ACH/EFT items.
    • Expert knowledge of online banking, bill pay, and other electronic services for cross-selling, resolving member issues, and assisting co-workers as needed.
    • Assist members with using the ATM as needed.
    • Assist with filling/balancing/troubleshooting of automated cash machines as needed.

    Loan Processing

    • Answer questions regarding lending needs and requests; have a working knowledge of CFCU lending guidelines in accordance with CFCU policies and procedures.
    • Process, close, fund and disburse loans as needed.
    • Cross-sell additional loan products and services such as GAP, Debt Protection, and other CUNA insurance products

    Additional Duties

    • Particularly in select smaller branches, may need to act as Branch Manager, answering questions, solving problems, helping with complex transactions and sensitive member relations problems. Explain policies and procedures to members.
    • Perform other tasks as assigned by management.
    • Ability to “travel” as needed to cover any location vacancies.
    • Attend regular departmental and company-wide meetings.
    • Possible - participate in rotation of working a Saturday via video appointment as needed.

    Required Knowledge, Abilities, and Education:

    • Proven leadership skills with excellent member service and communication skills including written, verbal and listening skills.
    • Ability to interact effectively over the telephone, via e-mail, and video. Effectively communicate with difficult members.
    • Ability to work and communicate effectively with all levels of the organization.
    • Excellent organizational skills, team skills, and adhere to CFCU clean desk policy and security policies.
    • Ability to use PC and work in Microsoft Office Suite programs.
    • Working knowledge of all CFCU account and loan products and services.
    • High school diploma.
    • Six months or longer as CFCU MSR II or two years or more in the financial services industry.

    Beneficial Education and Experience:

    • Notary (or ability to become one within 90 days) is required.
    • Customer and/or retail experience is expected.
    • Bilingual (Spanish) is beneficial.

    Other:

    · Non-exempt / Salary: $21.63-30.60 – depending on experience.

    · Background Check / Credit Check

    Job Type: Full-time

    Pay: $21.63 - $30.60 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k) 5% Match
    • Bereavement leave
    • Employee discount
    • Health savings account
    • Opportunities for advancement
    • Paid orientation
    • Paid training
    • Referral program
    • Wellness program

    Experience level:

    • 2 years

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Healdsburg, CA 95448: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Underwriting Sales Manager
  • UniTrust Financial Group
  • Santa Rosa, CA FULL_TIME
  • Underwriting Sales Manager Location: Remote (Virtual/Work From Home) Working Hours: Flexible (Self-paced) Job Overview: We are seeking a dynamic and results-oriented Underwriting Sales Manager to join...
  • 5 Days Ago

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Sales Development Manager
  • UniTrust Financial Group
  • Santa Rosa, CA FULL_TIME
  • Sales Development Manager Location: Remote About InsuraTec Services Group: InsuraTec Services Group is a dynamic and innovative company in the insurance services industry. We pride ourselves on our co...
  • 1 Month Ago

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Assistant Store Manager
  • Community Choice Financial Family of Brands
  • Santa Rosa, CA FULL_TIME
  • Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of ...
  • 1 Month Ago

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Financial Services Professional (Management Fast Track- MBA required)
  • New York Life
  • Santa Rosa, CA FULL_TIME
  • Financial Services Professional (Management Fast Track- MBA required) Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will inves...
  • 1 Month Ago

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Guest Services Manager
  • Lodge at Healdsburg
  • Healdsburg, CA FULL_TIME
  • Description The Guest Services Manager is an essential role for the seamless operation of the hotel. This position reports directly to the General Manager and will be responsible for operation of the ...
  • 1 Day Ago

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0 SB Financial Services Manager jobs found in Santa Rosa, CA area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Santa Rosa, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$186,481 to $254,028
Santa Rosa, California area prices
were up 2.5% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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