SB Financial Services Relationship Manager jobs in Alaska

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Financial Center - Relationship Specialist 1 Float - Onsite
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

    Sign-on bonus available for external applicants! Contact us today to learn more!

    The RS I position exists in branches having a cash operation. Under general supervision, the RS I performs a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market and certificate of deposit accounts (excluding trust and IRA accounts). The RS I is comprehensively cross-trained to provide plastic card services such as; issuing temporary cards, re-pinning existing cards, and ordering new cards. An RS I maintains records of various sale transactions such as; money orders, cash advances, and balances a daily cash drawer. RS I ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service objectives are achieved. The RS I may also be called upon to assist with daily balancing. Cross-sells all other products and services to include Investment Services , First Mortgages, and Autoland (auto loans). The value the RS I position adds to the organization is it allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other Credit Union products and services that support various production goals.

    Responsibilities:
    • Performs various RS I duties including; receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).
    • Opens savings, checking, issue temporary checks, money market, and certificate of deposit accounts, as needed.
    • Processes plastic card services such as issuing temporary cards, repining existing cards and ordering new cards.
    • Performs a wide variety of account maintenance; change of address and name change.
    • Recommends other products and services appropriately with each member transaction.
    • Required to complete compliance training and all other training offered to RS I.
    • Balances cash drawer.
    • Supports and participates in continuous improvement activities.
    • Represents the Credit Union in a positive and professional manner.
    • Other related duties as assigned.
    • Maintains member and other sensitive information with confidentiality.
    • Treats all co-workers and members with respect.
    Qualifications:
    • 1-yr related branch operations experience.
    • Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
    • Comprehensive knowledge of all deposit account products and all services.
    • Basic knowledge of all applicable Federal, State and NCUA regulations.
    • Demonstrated ability to follow written and verbal instructions.
    • Basic math skills (adding cash) to be able to compute interest on savings, loans, and certificates.
    • Demonstrated ability to operate office machines to include; copier, 10-key and PC.
    • Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
    • Knowledge of Internet / Intranet
    • Knowledge of SharePoint
    • Good verbal / written communication, problem solving, member service, and organizational skills.
    • Attention to detail.
    • Must present a professional demeanor.
    • Capable of working under pressure and with frequent interruptions.
    • Successful completion of all compliance related coursework
    • NMLS Registered
    Education: High School or Equivalent
    Website: Nuvision Careers page

    Benefits:
    • Medical
    • Dental
    • Vision
    • Life Insurance
    • Flexible Spending Account
    • 401(k) Matching
    • Paid Time Off
    • Training Provided
    • Tuition Reimbursement
    Pay scale by applicable geographic location:
    • Alaska: $16.39 - $20.49
    The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.

    California Employee Privacy Notice:
    https://nuvisionfederal.com/disclosures/ccpa/

    Covid-19 Precaution(s):
    • Remote Interview Process (some positions vary)
    • In-Person Interview required for Front-Line Positions
    • Social Distancing and Mask Guidelines in place
  • 18 Days Ago

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Financial Services Representative I
  • Global Credit Union
  • Ketchikan, AK PART_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 2 Months Ago

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Financial Services Representative I
  • Global Credit Union
  • Bethel, AK PART_TIME
  • Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in perso...
  • 2 Months Ago

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Chief Strategic Relationship Manager
  • University of Alaska
  • Fairbanks, AK FULL_TIME
  • Job Number:527683 Classification:Development 5 Grade:Grade 82 Work type:Hybrid, On Campus, Staff Full-time Administrative Unit:University of Alaska Fairbanks School/Business unit:UAF Development Locat...
  • Just Posted

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Relationship Manager 2
  • Nuvision Federal Credit Union
  • Anchorage, AK FULL_TIME
  • The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactio...
  • Just Posted

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Relationship Manager 1
  • Nuvision Federal Credit Union
  • Fairbanks, AK FULL_TIME
  • The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions...
  • 21 Days Ago

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Patient Financial Services Manager - Pueblo/Denver
  • State of Colorado
  • Denver, CO
  • Salary: $91,272.00 - $146,040.00 Annually Location : Denver, CO Job Type: Full Time Job Number: IIB 06008 05/02/2024 Dep...
  • 5/10/2024 12:00:00 AM

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Audit Manager - Financial Services
  • Crowe Global
  • New York, NY
  • Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today's complex...
  • 5/10/2024 12:00:00 AM

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Audit Manager - Financial Services
  • Eugene School District
  • Eugene, OR
  • Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
  • 5/10/2024 12:00:00 AM

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Financial Services Manager
  • Dublin San Ramon Services District
  • Dublin, CA
  • Salary : $15,325.00 - $18,624.00 Monthly Location : Dublin, CA Job Type: Regular Job Number: 23-040 Department: Administ...
  • 5/9/2024 12:00:00 AM

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Student Financial Services Manager
  • IEC CORP GROUP
  • Irvine, CA
  • Job Details Job Location California Irvine IEC - Irvine, CA Salary Range $60,000.00 - $75,000.00 Salary/year Job Categor...
  • 5/9/2024 12:00:00 AM

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Financial Services Manager
  • Berglund Toyota
  • Lynchburg, VA
  • Berglund Toyota is looking for an experienced Automotive Finance Manager. We are part of Berglund Automotive, a well-est...
  • 5/8/2024 12:00:00 AM

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Audit Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
  • 5/8/2024 12:00:00 AM

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State and Local Tax Financial Services Manager
  • PwC
  • New York, NY
  • A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you w...
  • 5/7/2024 12:00:00 AM

Alaska is the northernmost and westernmost state in the United States and has the most easterly longitude in the United States because the Aleutian Islands extend into the Eastern Hemisphere. Alaska is the only non-contiguous U.S. state on continental North America; about 500 miles (800 km) of British Columbia (Canada) separates Alaska from Washington. It is technically part of the continental U.S., but is sometimes not included in colloquial use; Alaska is not part of the contiguous U.S., often called "the Lower 48". The capital city, Juneau, is situated on the mainland of the North American ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,341 to $99,064

SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019