SB Financial Services Relationship Manager jobs in Cambridge, MA

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)

P
Store Manager
  • PLS Financial Services, Inc.
  • Roxbury, MA 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 comprised of over 200 financial service centers in 12 states.  Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives. PLS was founded in 1997 by Bob and Dan Wolfberg, who serve as Co-Presidents.

    Position Overview:

    Successful Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Store Manager is also responsible for ensuring store employees are properly motivated and trained and that qualified replacements are developed and ready to fill open positions.

    Responsibilities

    Job Responsibilities:

    Being a Store Manager at PLS means:

    • Maintaining exemplary customer service within the store and establishing special business relationships with our customers so they will choose to do business with us rather than our competitors
    • Implementing strategies to help meet store goals and objectives
    • Recruiting, developing, and motivating store employees who exceed internal and external customer expectations
    • Ensuring compliance with federal, state, and local regulations
    • Establishing a strong customer service/selling culture to maximize sales
    • Supervising CSR activities, including but not limited to transaction processing, maintenance of cash drawers, and cash handling procedures
    • Coaching and developing assistant managers and shift supervisors in accordance with career development plans set by District Manager
    • Marketing within your community to increase market share and store revenues
    • Resolving customer complaints to increase customer satisfaction
    • Controlling labor hours, cash, store audits, and shrinkage
    • Help maintain a neat and clean store environment for our customers and employees
    • Other duties as assigned

    Qualifications

    What we need from you:

    • A minimum of two years’ management experience in industries such as hospitality, financial services, retail, and restaurant
    • Ability, willingness, and comfort to engage with customers
    • Ability to develop positive relationships with internal and external customers
    • Strong desire to exceed corporate initiatives and inspire excellence in a team
    • Superior verbal and written communication, and presentation skills
    • High-energy, collaborative leadership expertise
    • Professional appearance and demeanor
    • English fluency is required
    • English/Spanish bilingual is a plus

    Working Conditions and Physical Requirements:

    • Must be able to remain in a stationary position for extended periods of time
    • Must be able to lift 5-10 lbs. with little assistance
    • Must be able to work in restrictive spaces
    • Must manage a number of projects at one time and handle frequent interruptions to meet the needs and requests of customers
    • Must be able to drive for company business as required

    Benefits:

    Benefits for eligible employees include medical/dental/vision, 401k, vacation, opportunities for advancement, on-going training available.

     

    We strive to demonstrate our Core Values in all positions at PLS:

    Communication ● Customer Focus ● Integrity and Trust ● Teamwork ● Results

     

    PLS Financial Services is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS Financial Services is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team talent@PLS247.com to make arrangements. The decision on granting reasonable accommodation will be made on a case-by-case basis.

     

    For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment

     

    Min

    Max

  • 11 Days Ago

C
Audit Manager - Financial Services
  • Crowe
  • Boston, MA FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 14 Days Ago

C
Financial Services – Manager
  • CFGI
  • Boston, MA FULL_TIME
  • Financial Services – Manager Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with...
  • 3 Days Ago

C
Account Manager - Financial Services
  • Centric Consulting
  • Boston, MA FULL_TIME
  • Account Manager - Financial Services Job Location: Boston, MA Join our team Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are...
  • 28 Days Ago

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Assistant Store Manager
  • PLS Financial Services, Inc.
  • Medford, MA 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...
  • 1 Month Ago

C
Senior Audit Manager - Financial Services
  • Crowe
  • Boston, MA FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 11 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Cambridge, MA area

F
Director, Managed Account Investment Product
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Role As key members of the Managed Account Investment Product team we are responsible for partnerin...
  • 4/18/2024 12:00:00 AM

F
Financial Services Representative - Cambridge, MA
  • Fidelity TalentSource LLC
  • Cambridge, MA
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
  • 4/18/2024 12:00:00 AM

C
Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 4/18/2024 12:00:00 AM

A
Client Services Associate- Investment
  • Atlantic Group
  • Boston, MA
  • The Atlantic Group has partnered with a top investment firm in Boston, MA that is in search of a Client Service Associat...
  • 4/17/2024 12:00:00 AM

B
Senior Grants Manager BWH Neurology Remote
  • Brigham & Women's Hospital(BWH)
  • Boston, MA
  • Provide independent and accurate full-cycle grants management support to the Director of Research Finance and investigat...
  • 4/17/2024 12:00:00 AM

A
Client Services Associate- Investment
  • Atlantic Group
  • Boston, MA
  • The Atlantic Group has partnered with a top investment firm in Boston, MA that is in search of a Client Service Associat...
  • 4/16/2024 12:00:00 AM

A
Senior Associate Director of Financial Aid Operations - UMass Boston
  • Another Source
  • Boston, MA
  • At a glance: Join the dynamic team at UMass Boston and make a difference in students' lives! With the completion of a re...
  • 4/14/2024 12:00:00 AM

A
Associate Director of Financial Aid Operations - UMass Boston
  • Another Source
  • Boston, MA
  • At a glance: Join the dynamic team at UMass Boston and make a difference in students' lives! With the completion of a re...
  • 4/14/2024 12:00:00 AM

Cambridge (/ˈkeɪmbrɪdʒ/ KAYM-brij) is a city in Middlesex County, Massachusetts, and part of the Boston metropolitan area. Situated directly north of Boston, across the Charles River, it was named in honor of the University of Cambridge in England, an important center of the Puritan theology embraced by the town's founders.:18 Harvard University and the Massachusetts Institute of Technology (MIT) are in Cambridge, as was Radcliffe College, a college for women until it merged with Harvard on October 1, 1999. According to the 2010 Census, the city's population was 105,162. As of July 2014[update...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$77,375 to $101,743
Cambridge, Massachusetts area prices
were up 2.5% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
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This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020