SB Financial Services Manager jobs in Vallejo, 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 Manager
  • First Northern Bank
  • Fairfield, CA FULL_TIME
  • Job Details

    Job Location

    Fairfield Branch - Fairfield, CA

    Our Fairfield Branch is looking for a Financial Services Manager! The ideal candidate will have thorough branch management experience, be skilled in growing sales, and have a leadership style that motivates and inspires their team. He or she will also understand the role that First Northern Bank serves in our communities.


    What You’ll Do


    As a Financial Services Manager, you will oversee all aspects of the branch’s business. This includes marketing and sales activities, budget projections, coaching and training of branch employees, quality of service, operations, audit integrity, and facilities and risk management.


    Responsibilities Include


    • Supervise personnel, recommend and maintain staffing levels, performance appraisals, promotions, hiring and terminations
    • Ensure adherence to the Bank's Code of Conduct, other policies and procedures by all staff
    • Reinforce sales management process by conducting monthly sales meetings
    • Establish sales goals for each branch sales team members
    • Assign and review team member’s goals; track and report progress towards achieving sales goals
    • Ensure quality and integrity of the sales process
    • Identify and refer prospective customers to specialized area departments within the Bank: Real Estate, Investment & Brokerage and SBA
    • Business development of market area through proactive sales calls and networking
    • Responsible for ensuring that all customer issues are resolved in a timely manner, per our customer service standards
    • Encourage branch staff and sales team to promote customer knowledge of alternative delivery channels: Cash Management, Online Banking, Telebank, etc.
    • Ensure branch merchandising and marketing materials are current
    • Coach staff members on effective sales and service techniques using a formal monthly coaching session, observation coaching and quick coaching
    • Develop a goal and action plan to enable employees to achieve goals
    • Identify training needs of staff members and schedule appropriate training.
    • Encourage staff to take advantage of additional training to prepare for advancement.
    • Ensure that appropriate staffing levels are always maintained to provide high quality customer service
    • Responsible for representing the Bank in a professional manner at targeted civic and community affairs on an as needed basis
    • Ensure that regulatory compliance standards are met including Anti-Money Laundering and Bank Secrecy Act Policy
    • Ensure all operational requirements are met in a timely and satisfactory manner
    • Ensure that the branch facility is maintained in a clean and safe manner
    • Responsible to offer ongoing support to the Commercial Lending staff where needed with administrative needs

    What You’ll Need to be Successful


    • Coaching – you make yourself available to staff, provide regular performance feedback and delegate work assignments
    • Business acumen – you understand the business implications of certain decisions, with proven demonstration of knowledge of market and competition
    • Ethics – you treat people with respect and inspire the trust of others; you work with integrity and uphold organizational values
    • Organizational support – you follow policies and procedures and complete administrative tasks correctly and on time; you support the Bank’s goals and values, support Affirmative Action and respect diversity
    • Judgment and discretion – you possess the ability to exercise personal and professional responsibility and work with limited direction and maintain confidentiality of sensitive information
    • Impact – you make one! Creating a good first impression, commanding attention and respect, showing an air of confidence
    • Cost-consciousness – you work within approved budget and contribute to profit and revenue
    • Professionalism – you’re able to approach others in a tactful manner and respond well to emotional or difficult situations, always representing the Bank in the best light
    • Collaboration – you work well with other departments and individuals, maintaining communication needed to keep the workflow going
    • Initiative – you volunteer readily and will undertake self-development activities; you seek increased responsibilities
    • Safety and Security – you observe and enforce safety and security procedures and can determine appropriate action beyond guidelines

    Qualifications


    • Bachelor's degree (B. A.) from four-year College or University; or
    • Four to six years related experience and/or training; or equivalent combination of education and experience
    • Experience and proficiency in sales management, including planning, goal setting, tracking, reporting and selling
    • Management experience commensurate with size of assigned branch

    Why You Should Apply


    • Full-time position with excellent compensation and benefits package
    • Generous time off programs
    • Bonus program
    • Profit-sharing
    • Discounted stock purchase program
    • Excellent growth and development opportunities
    • And much more!

    Pay Range (Salary): $70,000 - $75,000

    The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.


    First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.


    The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice

  • 1 Day Ago

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Telephonic Nurse Case Manager
  • AmTrust Financial Services, Inc.
  • Concord, CA FULL_TIME
  • Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN. PRIMARY PURPOSE: To provide comprehensive quality telephonic cas...
  • 19 Days Ago

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ACADEMY SERVICES MANAGER
  • Tessitura Services
  • Napa, CA TEMPORARY,FULL_TIME
  • The Festival Napa Valley Academy Services Manager is responsible for all areas of the management and production of the Academy hospitality and food demands for participants and faculty. The Academy Se...
  • 21 Days Ago

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Program Manager, Services
  • Abode Services
  • Vallejo, CA FULL_TIME
  • Abode, one of the largest and effective nonprofits working to end homelessness in the Bay Area, is seeking a Program Manager for our programs in Solano County.About the role: The Program Manager will ...
  • 1 Month Ago

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FP&A Manager
  • AssetMark Financial Holdings, Inc.
  • Concord, CA FULL_TIME
  • Job Description: The Job/What You’ll Do: Searching for a position that will recognize your ability to evaluate financial information, plan and accurately produce data that benefits the entire organiza...
  • 17 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • VALLEJO, CA OTHER
  • Compensation RangeStarting Pay Rate: $24.00 - $26.00/hourly, DOE Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional ...
  • 14 Days Ago

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0 SB Financial Services Manager jobs found in Vallejo, CA area

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

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Pleasant Hill, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Financial Service Representative - Vallejo Branch
  • Travis Credit Union
  • Vallejo, CA
  • Job Description Job Description M-F 9:30-6:00, Sat 9:30-2:30 Day off TBD 37 hours/week Job Description: Summary: Travis ...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Atria Wealth Solutions
  • Berkeley, CA
  • Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to ...
  • 3/27/2024 12:00:00 AM

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Financial Planning Professional
  • Equitable Advisors
  • Pleasant Hill, CA
  • We’re on a mission to help people build fulfilling futures. Our commitment to helping people pursue what’s possible has ...
  • 3/26/2024 12:00:00 AM

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Financial Service Representative - Napa Branch
  • Travis Credit Union
  • Napa, CA
  • Job Description Job Description M-F 9:30-6:00, Sat 9:30-2:30, Day off during the week TBD 35 hours/week Job Description:...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Sonoma, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Deputy Director of Finance
  • City of Novato, CA
  • Novato, CA
  • Salary : $134,202.24 - $163,123.56 Annually Location : Novato, CA Job Type: Full-Time Job Number: 2024-08 Department: Ad...
  • 3/25/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$189,822 to $258,579
Vallejo, California area prices
were up 2.5% from a year ago

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