SB Financial Services Relationship Manager jobs in Arizona

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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Business Relationship Manager - C&I
  • Desert Financial Credit Union
  • Phoenix, AZ FULL_TIME
  • The Business Relationship Manager - C&I is responsible for developing new commercial business member clients with a focus on Commercial & Industrial members only, while maintaining current relationships and growing referral networks. The Business Relationship Manager serves as the main point of contact to business owners and managers throughout the loan process, and is responsible for management of their individual portfolio of business member loans.

    What you will do here: 

    Develops strategic sales plans within assigned territory. Networks and grows referral base by engaging in daily sales calls, maintaining active involvement in community events and organizations, and regularly attending branch meetings to present Business & Commercial Services products and services.

    Manages individual portfolio of loan applications and files to ensure timely processing, accurate documentation, and communication of disclosures. Provides financial information or documentation to meet portfolio monitoring and exception requirements. Ensures adherence of government regulations, requirements, and established quality control standards.

    Builds and maintains excellent relationships and consistent communication with internal and external partners throughout all phases of the loan process. Keeps management and internal staff informed of the status of prospects, new business opportunities and referrals on a consistent basis.

    Maintains expert knowledge of business products, services and documentation requirements for the suite of business loan products. Attends educational programs to further develop knowledge base.

    Perform other job-related duties as assigned.

    What you will need:

    Bachelor’s Degree in Business or related field; or equivalent combination of education and experience required.

    5 years of Commercial Lending experience to companies with revenues from $5M-$20M required.

    1 years of Formal Credit Training experience preferred.

    Strong knowledge of credit structure, lending practices, and financial statement analysis in order to identify trends and credit risk required.

    Must possess the ability to work independently, excellent written and verbal communication skills, the ability to organize/prioritize tasks and meet strict deadlines required.

    Working knowledge of Microsoft Office software required.

    AZ Driver License required.

    We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

     

    For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

  • 1 Day Ago

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Financial Services Manager
  • Lazydays Support Services LLC.
  • Surprise, AZ FULL_TIME
  • SUMMARY: The Financial Services Manager structures deals for clients, in compliance with finance lender guidelines and dealership policy, resulting in quick funding and high customer satisfaction. ESS...
  • 2 Months Ago

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Relationship Manager - Chandler, AZ
  • Fidelity Brokerage Services LLC
  • , AZ FULL_TIME
  • Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will insp...
  • 2 Months Ago

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Relationship Manager - Biltmore, AZ
  • Fidelity Brokerage Services LLC
  • , AZ FULL_TIME
  • Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will insp...
  • 2 Months Ago

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Paraplanner - Financial Services
  • Ameriprise Financial
  • Scottsdale, AZ FULL_TIME
  • Top Independent Advisor Teams are looking to add top talent to their teams. Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Wo...
  • 26 Days Ago

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Manager, Regional Client Services
  • Edelman Financial Engines
  • Phoenix, AZ FULL_TIME
  • Regional Manager, Client Services (Phoenix, AZ) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals....
  • 2 Months Ago

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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

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 5/6/2024 12:00:00 AM

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Assurance Manager [Financial Services]
  • CohnReznick LLP
  • Los Angeles, CA
  • As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advi...
  • 5/6/2024 12:00:00 AM

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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...
  • 5/5/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 5/5/2024 12:00:00 AM

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Financial Services Manager
  • CTG
  • Minneapolis, MN
  • CTG is seeking to fill a Financial Services Manager opening for our client in Minneapolis, MN Location: Minneapolis, MN ...
  • 5/4/2024 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...
  • 5/4/2024 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...
  • 5/3/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,384 to $88,602

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