SB Financial Services Relationship Manager jobs in Bremerton, 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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Director Financial Services
  • OESD 114
  • Bremerton, WA FULL_TIME
  • **Apply Directly On Our Website**

    https://www.q.wa-k12.net/esd114/ApplicantTracking/JobPostingExternal/JobDescription/45

    Job Title: Director of Financial Services

    Division: Finance & Operations

    Department: Finance

    Salary Placement: $142,548-$160,439

    Hours/Days: 8 Hours/ 260 Days

    Location: Bremerton, WA

    JOB PURPOSE: Provide administrative, business and financial support to school districts, including developing and delivering trainings on school finance, accounting, legal requirements, and state reporting for school district staff.

    Responsibilities

    • Provide technical assistance, guidance and training to school district personnel in school finance, business, reporting requirements, accounting methods and procedures, laws, rules and regulations, bidding and general purchasing requirements, budget development and administration, debt issuance, and other aspects of school district business operations and financial management.

    Provide and lead the agency business manager academy for district staff who aspire to be a business manager. Plan, organize, and provide instruction, curriculum and training.

    Provide and oversee direct financial services, including all areas of finance, payroll and accounting to school districts.

    Act as a fractional CFO/Business manager for contracted school districts providing budgeting, year-end accounting, and audit representation services.

    Attend school district board meetings as needed and work with the state auditor on school district financial audits.

    Manage department employees (e.g., hire, train, supervise, evaluate, provide professional development opportunities, etc.) to maintain staffing levels, enhance productivity and ensure that program outcomes are achieved.

    Promote inter-district cooperation in school district business operations and other support services.

    Research and prepare financial information and surveys requested by districts.

    Be a proactive leader in developing and initiating new programs for local school districts.

    Review, process and approve budgets, budget extensions, F203 revenue projections, F196 financial statements.

    Foster positive working relationships between and among OESD 114, school districts and OSPI.

    Provide support and assistance as required for OESD 114 internal operations, including cooperatives, grants, and other programs.

    Provide budget development and administration for assigned programs.

    Assist OESD Superintendent and Assistant Superintendent in obtaining and analyzing information for fiscal or reporting needs.

    Work closely with Data Center Coordination staff to support school district software conversions.

    Assist with the Unemployment Cooperative and risk management.

    Perform other duties as assigned.

    Qualifications and Education

    Bachelor’s degree in Accounting, Business Administration or related field; Master’s degree preferred.

    Understanding of and experience using ERP systems particularly with WESPaC, Skyward, Qmlativ systems.

    Recent experience in educational business administration and Washington school finance preferred.

    Experience in a state educational agency preferred.

    Experience as a school district manager preferred.

    Experience in accounting and financial reporting.

    Experience supervising staff.

    WASBO Certification or other professional certifications (ie CPA, etc) preferred.

    WSP/FBI criminal history background clearance.

    Valid WA State Driver’s License.

    Required Knowledge, Skills, & Abilities

    Knowledge of Federal and State rules and regulations related to school district finance and operations.

    Must be able to work as a team player.

    Must possess leadership skills.

    Strong human relations and interpersonal skills demonstrated through the ability to build trusting, collaborative relationships.

    Ability to communicate effectively, both verbally and in writing.

    Knowledge of generally accepted accounting principles.

    Ability to utilize computer applications for data processing, electronic mail, spreadsheets, and word processing.

    Ability to plan, organize, promote, direct, and evaluate programs.

    Ability to work independently using effective time management and organizational skills.

    Ability to keep confidentiality.

    Ability to take initiative.

    Must have a high level of commitment to accomplish tasks.

    Ability to work flexible days and hours.

    Ability to travel; reliable transportation; appropriate auto insurance, and reliable personal transportation.

    Physical requirements

    Significant: sitting, hearing, vision, handling paperwork, repetitive motion, use of computer, looking at computer monitor, ability to adjust focus, quiet noise levels

    Frequent: talking, walking, driving, lifting up to 20 pounds, use of calculator and phone

    Occasional: standing, walking, climbing, reaching above the shoulder, lifting, carrying, pushing/pulling, lifting up to 50 pounds

    Leave & Benefits

    Benefits: Medical, Dental, Vision, Life, AD&D, and FSA Insurance provided by SEBB

    Retirement: DRS Retirement Plans.

    Sick Leave: Full-time and eligible part-time certificated and classified employees will earn sick leave at the rate of one day per month worked not to exceed twelve (12) days per fiscal year. A day of sick leave shall equal average daily scheduled hours. To earn sick leave, an employee must have at least 10 compensated days in the month. Sick leave is front-loaded.

    Vacation Leave: 200 hours or 25 days per year.

    Personal Leave: 8 hours or 1 day per year, available after first 120 working days.

    Job Type: Full-time

    Pay: $142,548.00 - $160,439.00 per year

    Benefits:

    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 19 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • Sequim, WA OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 28 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • Port Angeles, WA OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 28 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Bremerton, WA FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 7 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Bremerton, WA FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 7 Days Ago

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Manager Clinical Services
  • St Michael Medical Center
  • SILVERDALE, WA FULL_TIME
  • OverviewIn 2020, united in a fierce commitment to deliver the highest quality care and exceptional patient experience, Virginia Mason and CHI Franciscan Health came together as natural partners to bui...
  • 28 Days Ago

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

A
Vehicle Acquisition Specialist
  • AutoNation, Inc.
  • Bellevue, WA
  • Mercedes-Benz of Bellevue Position Overview The We'll Buy Your Car (WBYC) In-Store Associate will be focused and specifi...
  • 4/26/2024 12:00:00 AM

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Assistant Branch Manager
  • Kitsap
  • Poulsbo, WA
  • About Us Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 16...
  • 4/26/2024 12:00:00 AM

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Sr. Financial Analyst - LIHTC (Low Income Housing Tax Credit)
  • Berkadia
  • Seattle, WA
  • Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Berkadia...
  • 4/26/2024 12:00:00 AM

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Director of Finance
  • Kimpton Hotels & Restaurants
  • Seattle, WA
  • Job Snapshot *NEW* Director of Finance Kimpton Palladian Hotel Belltown Seattle We are looking for a motivated individua...
  • 4/24/2024 12:00:00 AM

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Financial Reporting and Process Transformation Manager
  • GeoComply
  • Seattle, WA
  • About GeoComply We're GeoComply! We are at the forefront of geolocation, cybersecurity, and anti-fraud innovation, devel...
  • 4/23/2024 12:00:00 AM

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Roving Personal Banker | Soundview District
  • Wells Fargo Bank
  • Port Orchard, 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 'We...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Silverdale, WA
  • 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

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Senior Financial Analyst, Technology Business Management - USA Remote
  • Danaher Corporation
  • Seattle, WA
  • At first glance, you'll see Danaher's scale. Our 80,000 associates work across the globe at more than 20 unique operatin...
  • 4/22/2024 12:00:00 AM

Bremerton is a city in Kitsap County, Washington, United States. The population was 41,500 according to the 2018 State Estimate, making it the largest city on the Kitsap Peninsula. Bremerton is home to Puget Sound Naval Shipyard and the Bremerton Annex of Naval Base Kitsap. Bremerton is connected to Downtown Seattle by two ferries: a 60-minute ferry that carries both vehicles and walk-on passengers, and a 28-minute fast ferry that carries passengers and a limited number of bicycles. Bremerton, the largest city in Kitsap County, is located directly west of Seattle across the Puget Sound on the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,752 to $98,294
Bremerton, Washington area prices
were up 2.9% from a year ago

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