SB Financial Services Manager jobs in Toledo, OH

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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Outside Mortgage Sales Loan Originator
  • SB Financial Group Inc.
  • Sylvania, OH FULL_TIME
  • Education

    A B.S. or B.A. degree in a business-related field or equivalent knowledge.


    Experience

    A minimum of two (2) years of experience in related positions normally required.


    Preferred Skills

    • Proficient reading, writing, grammar, and mathematics skills.
    • Thorough knowledge of current mortgage lending regulations, i.e., Reg. B, RESPA, HMDA, Reg. Z, etc.
    • Excellent interpersonal relations, communication and sales skills.
    • Proficient PC skills.
    • A working knowledge of bank operating policies and procedures which impact mortgage loan services.
    • A thorough knowledge of the features and benefits of all bank mortgage loan products and services.
    • A thorough knowledge of the mortgage lending documents.
    • A thorough knowledge of real estate law and credit underwriting guidelines.
    • Visual and auditory skills.
    • Valid driver's license.
    • Ability to work flexible schedule.


    Role and Responsibilities

    Responsible for actively participating in the bank's sales and business development program; performing various duties to develop new mortgage business, including but not limited customarily and regularly engaging in sales activities away from the Bank’s offices and any home office; reporting pertinent information to the immediate supervisor and providing required information on sales and service activities; maintaining a current knowledge of applicable laws and regulations.


    Essential Duties

    • Actively participates in the bank's sales and business development program as follows:
    • Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be done in conjunction with the Mortgage Division's annual marketing/sales plan; achieves these objectives.
    • Solicits, via in-person, off-site contact whenever possible, new business from both present and prospective customers; maintains ongoing contacts with present customers in order to enhance cross-selling activities; maintains detailed records of meetings with prospective or present customers.
    • Serves as a member of the bank's sales team and works with other members of the sales/service team in striving to increase sales opportunities.


    • Performs a variety of duties to develop new mortgage business including, but not limited to, the following:
    • Develops relationships with customers, realtors, and community and civic organizations to generate new business.
    • Locates and contacts prospective customers to present the bank's financial services and to ascertain banking needs.
    • Develops financial plans based on type of loan services as required by customers.
    • Spends time engaged in sales activities each week away from the Bank’s offices and away from any home office.


    • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule, i.e., reports weekly sales activities to the Residential Mortgage Manager; compiles information as necessary or as directed; provides sales information on a timely basis in order that this information may be included as part of monthly and year-to-date sales performance reports.
    • Maintains a current knowledge of laws and regulations which impact mortgage banking services.
    • Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
    • Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
    • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
    • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.


    Ancillary Duties

    1. May attend sales and trade meetings as the bank's representative to recommend new business and to gain information and leads on prospective accounts.

    2. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.


    Physical Requirements

    • Occasionally ascends/descends stairs to move through the different floors of the location.
    • The person in this position needs to occasionally move about inside the office to accomplish tasks.
    • Frequently communicates with others to exchange information.
    • Constantly moves wrists, hands, and/or fingers.
    • Must be able to operate a motor vehicle.
    • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
    • No adverse environmental conditions expected.
    • Sedentary work that primarily involves sitting/standing.

  • 8 Days Ago

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Universal Banker- Fulton County Float (Part Time)
  • SB Financial Group Inc.
  • Wauseon, OH PART_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 10 Days Ago

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Seasonal Universal Banker Float- Bowling Green/ Toledo Area
  • SB Financial Group Inc.
  • Bowling Green, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 15 Days Ago

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Seasonal Universal Banker Float-Fulton County
  • SB Financial Group Inc.
  • Lyons, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 16 Days Ago

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Seasonal Universal Banker Float-Fulton County
  • SB Financial Group Inc.
  • Delta, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 16 Days Ago

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Seasonal Universal Banker Float- Bowling Green/ Toledo Area
  • SB Financial Group Inc.
  • Perrysburg, OH FULL_TIME
  • Education A high school diploma or equivalent. Experience A minimum of one (1) year of related experience preferred. Preferred Skills Moderate reading, writing, and grammar skills. Proficient analytic...
  • 18 Days Ago

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0 SB Financial Services Manager jobs found in Toledo, OH area

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Toledo, 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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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Toledo, OH
  • 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) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Toledo, OH
  • 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) - DIRECT HIRE (12 MONTH REGISTER) AMENDED
  • Department Of The Treasury
  • Toledo, OH
  • 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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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Toledo, OH
  • 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 (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Toledo, OH
  • 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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Financial Advisor
  • Bankers Life
  • Toledo, OH
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 3/26/2024 12:00:00 AM

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

Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio. After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$163,044 to $222,102
Toledo, Ohio area prices
were up 1.3% from a year ago

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