SB Financial Services Relationship Manager jobs in Concord, CA

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 Services Manager
  • First Northern Bank
  • Fairfield, CA FULL_TIME
  • Job Details

    Job Location

    Fairfield Branch - Fairfield, CA

    Our Fairfield Branch is looking for a Financial Services Manager! The ideal candidate will have thorough branch management experience, be skilled in growing sales, and have a leadership style that motivates and inspires their team. He or she will also understand the role that First Northern Bank serves in our communities.


    What You’ll Do


    As a Financial Services Manager, you will oversee all aspects of the branch’s business. This includes marketing and sales activities, budget projections, coaching and training of branch employees, quality of service, operations, audit integrity, and facilities and risk management.


    Responsibilities Include


    • Supervise personnel, recommend and maintain staffing levels, performance appraisals, promotions, hiring and terminations
    • Ensure adherence to the Bank's Code of Conduct, other policies and procedures by all staff
    • Reinforce sales management process by conducting monthly sales meetings
    • Establish sales goals for each branch sales team members
    • Assign and review team member’s goals; track and report progress towards achieving sales goals
    • Ensure quality and integrity of the sales process
    • Identify and refer prospective customers to specialized area departments within the Bank: Real Estate, Investment & Brokerage and SBA
    • Business development of market area through proactive sales calls and networking
    • Responsible for ensuring that all customer issues are resolved in a timely manner, per our customer service standards
    • Encourage branch staff and sales team to promote customer knowledge of alternative delivery channels: Cash Management, Online Banking, Telebank, etc.
    • Ensure branch merchandising and marketing materials are current
    • Coach staff members on effective sales and service techniques using a formal monthly coaching session, observation coaching and quick coaching
    • Develop a goal and action plan to enable employees to achieve goals
    • Identify training needs of staff members and schedule appropriate training.
    • Encourage staff to take advantage of additional training to prepare for advancement.
    • Ensure that appropriate staffing levels are always maintained to provide high quality customer service
    • Responsible for representing the Bank in a professional manner at targeted civic and community affairs on an as needed basis
    • Ensure that regulatory compliance standards are met including Anti-Money Laundering and Bank Secrecy Act Policy
    • Ensure all operational requirements are met in a timely and satisfactory manner
    • Ensure that the branch facility is maintained in a clean and safe manner
    • Responsible to offer ongoing support to the Commercial Lending staff where needed with administrative needs

    What You’ll Need to be Successful


    • Coaching – you make yourself available to staff, provide regular performance feedback and delegate work assignments
    • Business acumen – you understand the business implications of certain decisions, with proven demonstration of knowledge of market and competition
    • Ethics – you treat people with respect and inspire the trust of others; you work with integrity and uphold organizational values
    • Organizational support – you follow policies and procedures and complete administrative tasks correctly and on time; you support the Bank’s goals and values, support Affirmative Action and respect diversity
    • Judgment and discretion – you possess the ability to exercise personal and professional responsibility and work with limited direction and maintain confidentiality of sensitive information
    • Impact – you make one! Creating a good first impression, commanding attention and respect, showing an air of confidence
    • Cost-consciousness – you work within approved budget and contribute to profit and revenue
    • Professionalism – you’re able to approach others in a tactful manner and respond well to emotional or difficult situations, always representing the Bank in the best light
    • Collaboration – you work well with other departments and individuals, maintaining communication needed to keep the workflow going
    • Initiative – you volunteer readily and will undertake self-development activities; you seek increased responsibilities
    • Safety and Security – you observe and enforce safety and security procedures and can determine appropriate action beyond guidelines

    Qualifications


    • Bachelor's degree (B. A.) from four-year College or University; or
    • Four to six years related experience and/or training; or equivalent combination of education and experience
    • Experience and proficiency in sales management, including planning, goal setting, tracking, reporting and selling
    • Management experience commensurate with size of assigned branch

    Why You Should Apply


    • Full-time position with excellent compensation and benefits package
    • Generous time off programs
    • Bonus program
    • Profit-sharing
    • Discounted stock purchase program
    • Excellent growth and development opportunities
    • And much more!

    Pay Range (Salary): $70,000 - $75,000

    The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.


    First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.


    The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice

  • 1 Day Ago

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Telephonic Nurse Case Manager
  • AmTrust Financial Services, Inc.
  • Concord, CA FULL_TIME
  • Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN. PRIMARY PURPOSE: To provide comprehensive quality telephonic cas...
  • 19 Days Ago

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Client Relationship Sales Representative
  • UniTrust Financial Group
  • Vacaville, CA FULL_TIME
  • Client Relationship Sales Representative Location: Remote (Work From Home) Job Description: InsuraTec Services Group is seeking motivated and client-focused individuals to join our team as Client Rela...
  • 7 Days Ago

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ACADEMY SERVICES MANAGER
  • Tessitura Services
  • Napa, CA TEMPORARY,FULL_TIME
  • The Festival Napa Valley Academy Services Manager is responsible for all areas of the management and production of the Academy hospitality and food demands for participants and faculty. The Academy Se...
  • 21 Days Ago

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Program Manager, Services
  • Abode Services
  • Vallejo, CA FULL_TIME
  • Abode, one of the largest and effective nonprofits working to end homelessness in the Bay Area, is seeking a Program Manager for our programs in Solano County.About the role: The Program Manager will ...
  • 1 Month Ago

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FP&A Manager
  • AssetMark Financial Holdings, Inc.
  • Concord, CA FULL_TIME
  • Job Description: The Job/What You’ll Do: Searching for a position that will recognize your ability to evaluate financial information, plan and accurately produce data that benefits the entire organiza...
  • 17 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Concord, CA area

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Vehicle Acquisition Specialist
  • BMW of Fremont
  • Fremont, CA
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/28/2024 12:00:00 AM

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Financial Advisor: Career Changers Welcome! Securities Training Included
  • Northwestern Mutual
  • Walnut Creek, CA
  • Financial Advisor *Must be in San Francisco East Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Pleasant Hill, CA
  • 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...
  • 3/27/2024 12:00:00 AM

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Concord, CA
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Walnut Creek, CA
  • 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...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Alamo, CA
  • 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...
  • 3/27/2024 12:00:00 AM

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Financial Planning Professional
  • Equitable Advisors
  • Pleasant Hill, CA
  • We’re on a mission to help people build fulfilling futures. Our commitment to helping people pursue what’s possible has ...
  • 3/26/2024 12:00:00 AM

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Financial Services Professional
  • Equitable
  • Walnut Creek, CA
  • The Background It is never too late to start the conversation about financial planning. Growing up as a son of immigrant...
  • 3/24/2024 12:00:00 AM

Concord (/ˈkɒŋkərd/ KON-kord) is the largest city in Contra Costa County, California. At the 2010 census, the city had a population of 122,067 making it the 8th largest city in the San Francisco Bay Area. Founded in 1869 as the community of Todos Santos by Salvio Pacheco, the name was changed to Concord within months. The city is a major regional suburban East Bay center within the San Francisco Bay Area, and is 29 miles (47 kilometres) east of San Francisco. Concord is located at 37°58′41″N 122°01′52″W / 37.97806°N 122.03111°W / 37.97806; -122.03111. It is 29 miles (47 kilometres) northeas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$78,118 to $102,729
Concord, California area prices
were up 2.5% from a year ago

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