SB Financial Services Relationship Manager jobs in California

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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Dealer Relationship Manager
  • DRIVRZ FINANCIAL LLC
  • Sacramento, CA FULL_TIME
  •  
     

    If you are looking for a friendly corporate culture, with great opportunities for success and excellent benefits, this is your chance to be part of a growing auto finance company!


    We are looking for Dealer Relationship Managers to establish and service markets in California (Orange County, San Francisco, Sacramento), New Jersey, New York City, Florida (West Palm Beach, Fort Lauderdale, Naples, Tampa), Atlanta, Texas (Houston, Dallas, Austin, San Antonio), Salt Lake City, Las Vegas, and Phoenix.


    This person will possess strong interpersonal and people skills, is self-motivated and able to work independently. You must have strong sales and marketing skills, with a professional appearance to support positive company image. Your background must include at least five years of experience in selling consumer retail/leasing and F&I products specifically in the automotive industry.


    Job Summary


    The Dealer Relations Manager (DRM) is responsible for sales activities and contract acquisitions for an assigned territory. Candidates must have extensive knowledge and experience in consumer automotive leasing.


    Sales activities and contract acquisitions will be the outgrowth of a Relationship Development focus that includes engaging dealership personnel at all levels of Management- DP, GM, SM, F&I staff. 


    Business Development activities will include but are not limited to Customer Facing issues such as Dealer Objective Setting, Performance Analysis for monthly dealer presentation/review to Dealer and DrivrzFinancial Management, Dealer Training and Support, periodic Market Analysis and competitive benchmarking, issue resolution engagement with dealer and internal personnel, training and support for Dealer Service Advisers pertaining to F&I product questions and escalated claims issues.


    Foundational expectations of the Dealer Relationship Manager (DRM) position: Engage with company peer group in issue resolution and promote a team environment, communicate regularly with all internal and dealership stakeholders, present monthly dealer performance against objective and engage in best practice sharing, develop proficiency in creative transaction structuring using DrivrzFinancial and F&I products.


    If this sounds like your ideal role, please review the full job description attached to this posting and apply now. We would love to speak with you!


    For more information about our amazing company, please visit us at www.drivrzfinancial.com. 

     

    Employment Type

    Full-time

    Edit job description
  • 26 Days Ago

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RWSHR - Conference Services Manager
  • Conference Services Manager
  • Menlo, CA FULL_TIME
  • OVERVIEW/BASIC FUNCTION: Under the supervision of the Director of Catering is responsible for all aspects and functions of the Conference Services in accordance with Hotel standards. Coordinates arran...
  • 22 Days Ago

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Human Resource Client Services Manager
  • Flores Financial Services Inc
  • Santee, CA FULL_TIME
  • Title: Human Resources Client Services Manager Reports to: Director of HR Client Services Status: Exempt Pay Range:( $64,480-$90,000 salaried) Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employe...
  • 19 Days Ago

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Communications Manager, Americas
  • SB ARCHITECTS
  • San Francisco, CA FULL_TIME
  • DescriptionBusiness Overview10 Design, part of Egis’ Architecture Line, is a global architecture and master planning practice. A dynamic team of 400 architects and designers, we are strategically loca...
  • 1 Month Ago

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Financial Services Manager
  • Dublin San Ramon Services District
  • Dublin, CA OTHER
  • Dublin San Ramon Services District is in search of highly qualified candidates for the management position of Financial Services Manager. Click here to view the Financial Services Manager brochure.Ple...
  • 28 Days Ago

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Construction Project Manager - SB
  • System Pavers
  • Fremont, CA FULL_TIME
  • BUILD AN AMAZING CAREER WITH SYSTEM PAVERS! Job Description System Pavers is growing at a tremendous rate, and we’re looking to expand our team with a professional, driven Construction Project Manager...
  • 11 Days Ago

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Tax Manager - Financial Services
  • Wipfli LLP
  • Minneapolis, MN
  • Referral Details: We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candid...
  • 4/22/2024 12:00:00 AM

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Audit Manager | Financial Services
  • Forvis
  • Louisville, KY
  • Description & RequirementsOur firm provides assurance services that go beyond the compliance function. Alongside the res...
  • 4/22/2024 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...
  • 4/21/2024 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,...
  • 4/20/2024 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...
  • 4/20/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Wilmington, DE
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/20/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Salinas, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/19/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Campbell, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/19/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,133 to $100,109

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