SB Financial Services Relationship Manager jobs in Bowling Green, KY

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)

F
Audit - Manager - Financial Services
  • FORVIS
  • Louisville, KY FULL_TIME
  • General information
    Name
    Audit - Manager - Financial Services
    Posting Title
    Audit Manager | Financial Services
    Ref #
    2232126
    Date Published
    Monday, March 25, 2024
    City
    Louisville
    State
    Kentucky
    Country
    United States
    Job Category
    Audit/Assurance
    Department
    Audit
    Office
    Louisville KY
    Advertised Location
    US-IN-Evansville, US-KY-Louisville
    Working time
    Full Time
    Description & Requirements

    Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.If relationships are important to you and you identify with the People First culture at FORVIS, we would like to hear from you!

    How you will contribute:

    • Reviewing audit engagement procedures performed by the audit team in a timely and professional manner
    • Performing detailed audit procedures over various income statement and balance sheet accounts when necessary
    • Understanding client service relationships and how to utilize firm resources to provide unmatched client service to existing clients
    • Using technology tools proficiently in regular assignments and demonstrating a commitment to improving work processes through the use of technology
    • Demonstrating your ability to recognize problems and propose sensible solutions, with an appropriate balance between client needs and the firm's risk
    • Meeting assigned deadlines or budgets and providing advanced warning of any variances
    • Assisting with managing, developing, and coaching professional staff
    • Participating in board and audit committee meetings and presentations
    • Building personal referral sources and clientele while actively participating in team marketing opportunities

    We are looking for people who have Forward Vision and:

    • Experience managing multiple client engagements simultaneously
    • Advanced analytical and reasoning skills
    • Ability to travel to serve clients
    • Ability to prioritize and work independently in a fast-paced environment
    • Ability to communicate effectively with people of diverse backgrounds and experience levels, both verbally and in writing
    • Ability to maintain professional client relationships
    • A high level of knowledge ofcurrent audit and accounting concepts
    • A desire to provide mentorship and training to other professionals

    Minimum Qualifications:

    • Bachelor's degree in Accounting or a related field
    • At least 5 years of relevant audit experience
    • CPA license
    • Proficiency in Microsoft Office Suite
    #LI-EVS, #LI-LOU
    #LI-AD1

    FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

     

  • 24 Days Ago

F
Tax - Manager - Financial Services
  • FORVIS
  • Louisville, KY FULL_TIME
  • General information Name Tax - Manager - Financial Services Posting Title Tax Manager | Financial Services Ref # 2232129 Date Published Monday, March 25, 2024 City Louisville State Kentucky Country Un...
  • 25 Days Ago

P
Assistant Store Manager
  • PLS Financial Services, Inc.
  • Louisville, KY FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 3 Days Ago

L
Branch Manager II
  • Lendmark Financial Services, LLC
  • Louisville, KY FULL_TIME
  • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
  • 11 Days Ago

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Sales Support Associate – Entry Level Financial Services Sales
  • DPL Financial Partners
  • Louisville, KY FULL_TIME
  • Wanting to take the next step and advance in your sales career? Maybe you want a start in sales and are looking for the right opportunity that has a clear advancement path. Are you driven and motivate...
  • 1 Month Ago

B
Relationship Banker - Jeffersonville Financial Center
  • Bank of America
  • Albany, IN 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...
  • 7 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Bowling Green, KY area

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RN Med Surg
  • TriStar Greenview Regional Hospital
  • Bowling Green, KY
  • Description Introduction Do you want to join an organization that invests in you as a(an) RN Med Surg? At TriStar Greenv...
  • 4/25/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Bowling Green, KY
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

1
Financial Representative
  • 1407100
  • Bowling Green, KY
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Bowling Green, KY
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
  • 4/23/2024 12:00:00 AM

D
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Bowling Green, KY
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Glasgow, KY
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Bowling Green, KY
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/21/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Franklin, KY
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/20/2024 12:00:00 AM

Bowling Green is a home rule-class city and the county seat of Warren County, Kentucky, United States. As of 2017, its population of 67,067 made it the third most-populous city in the state after Louisville and Lexington; its metropolitan area had an estimated population of 165,732; and the combined statistical area it shares with Glasgow has an estimated population of 218,870. Founded by pioneers in 1798, Bowling Green was the provisional capital of Confederate Kentucky during the American Civil War. The city was the subject of the 1967 Everly Brothers song "Bowling Green". In the 21st centur...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$62,673 to $82,411
Bowling Green, Kentucky area prices
were up 1.2% from a year ago

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