SB Financial Services Relationship Manager jobs in Bellingham, WA

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 Manager
  • Bank of America
  • Bellingham, WA FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

    Responsibilities:

    • Develops talent, including proactive sourcing of candidates
    • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
    • Manages business results through formalized management routines and coaching
    • Creates a world class client experience environment
    • Manages market-level initiative prescribed by market leaders
    • Drives operational excellence by engaging employees on business strategy
    • Manages organizational priorities and effective execution

    Managerial Responsibilities:
    This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

    • Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
    • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
    • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
    • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
    • People Manager & Coach: Knows and develops team members through coaching and feedback.
    • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
    • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
    • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

    Skills:

    • Coaching
    • Customer Service Management
    • Customer and Client Focus
    • Performance Management
    • Talent Development
    • Business Operations Management
    • Recruiting
    • Result Orientation
    • Risk Management
    • Sales Performance Management
    • Inclusive Leadership
    • Leadership Development
    • Prioritization
    • Problem Solving
    • Referral Management

    Minimum Education Requirement: Null

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 8 Days Ago

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Financial Services Representative I, II, Senior
  • Global Credit Union
  • Mount Vernon, WA FULL_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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Bellingham Golf & Country Club - Financial Manager
  • Larson Gross
  • Bellingham, WA FULL_TIME
  • Bellingham Golf and Country Club (BGCC) is an esteemed and exclusive private club nestled in the heart of Bellingham with a rich history spanning over several decades, we offer our members a distingui...
  • 5 Days Ago

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Resident Support Services Manager
  • Alderwood Health and Rehabilitation of Cascadia
  • Bellingham, WA FULL_TIME
  • DescriptionThe Resident Support Services Manager acts as an advocates for the residents. They protect vulnerable residents and ensure that their best interest is observed and also help the residents i...
  • 2 Months Ago

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Social Services Manager
  • Alderwood Health and Rehabilitation of Cascadia
  • Bellingham, WA FULL_TIME
  • DescriptionThe responsibility of the Social Services Manager is to act as an advocate for the residents. The Social Services Manager protects vulnerable residents and ensure that their best interest i...
  • 22 Days Ago

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Relationship Banker
  • Bank of America
  • Burlington, WA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 20 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Bellingham, WA area

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Property Manager II - Villa Santa Fe Apartments
  • CCSWW
  • Bellingham, WA
  • Overview: $1,000 Hiring Bonus! Announcing a new hire Sign On Bonus available to Catholic Housing Services Property Manag...
  • 4/18/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President – Wealth Manager is an integr...
  • 4/17/2024 12:00:00 AM

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Pricing Manager
  • NDS - A member of NORMA Group
  • Bellingham, WA
  • Job Description Job Description As a highly visible and strategic leader, the Pricing Manager is responsible for driving...
  • 4/16/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President - Wealth Manager is an integr...
  • 4/14/2024 12:00:00 AM

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Personal Banker Friday Harbor
  • WELLS FARGO BANK
  • Friday Harbor, WA
  • 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...
  • 4/14/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Maple Ridge, BC
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/12/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Abbotsford, BC
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/9/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Stanwood, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/21/2024 12:00:00 AM

The city is located at 48°45′N 122°29′W / 48.750°N 122.483°W / 48.750; -122.483 (48.75, −122.48). The city is situated on Bellingham Bay which is protected by Lummi Island, Portage Island, and the Lummi Peninsula, and opens onto the Strait of Georgia. It lies west of Mount Baker and Lake Whatcom (from which it gets its drinking water) and north of the Chuckanut Mountains and the Skagit Valley. Whatcom Creek runs through the center of the city. Bellingham is 18 miles (29 km) south of the US-Canada border and 50 miles (80 km) southeast of Vancouver. According to the United States Census Burea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,956 to $93,302
Bellingham, Washington area prices
were up 2.9% from a year ago

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