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SB Financial Services Relationship Manager jobs in District of Columbia

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)

Recently Added SB Financial Services Relationship Manager jobs

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Financial Manager
  • Office of the Chief Financial Officer (OCFO)
  • Washington, DC FULL_TIME
  • SERVICING PERSONNEL OFFICE/UNIT: Office of Human Resources (OHR)
    POSITION SERIES: 505
    POSITION GRADE: DS-13/14
    IF "OPEN UNTIL FILLED," FIRST SCREENING DATE:  March 8, 2024
    TOUR OF DUTY: To Be Determined
    AREA OF CONSIDERATION: Unlimited
    PROMOTION POTENTIAL: DS-14    
    NO. OF VACANCIES: One (1) or more
    AGENCY: Education Cluster (EC), Public Charter School Board (PCSB)
    DURATION OF APPOINTMENT:  Permanent (Applicants that applied to 22-FI-EC-0007 need not reapply)  
    COLLECTIVE BARGAINING UNIT: This position is not in a collective bargaining unit.
     
    BRIEF DESCRIPTION OF DUTIES:  This position is located in the Office of the Chief Financial Officer (OCFO), Education Cluster (EC), Public Charter School Board (PCSB).  The incumbent is responsible for the planning, operation, development, and supervision of the budgets, grants management, and financial management programs. The incumbent assists the cluster in bridging the functional needs of budget and accounting; leads the budget formulation process and provides information and data necessary for budget formulation and reporting.  Duties include but are not limited to: conducting studies; developing financial policy and controls utilizing accounting and fund control systems; facilitating accounting system improvements and the design of procedural manuals, methods, and directives; reviewing financial analysis, audits, and/or investigations; preparing narrative reports; providing technical guidance to all levels of management concerning a broad range of organizational plans and decisions which require expert analysis and interpretation of financial data; providing financial representation to a variety of audiences; and providing advice and assistance to Agency Fiscal Officers in the development of budget requests. Performs other duties as assigned.Five (5) years of progressive experience performing related duties and responsibilities such as leading the budget formulation process; performing extensive reviews of accounting transactions to ensure proper recording of data and alignment with budget estimations; preparing financial reports and providing technical guidance and interpretation of financial data.

    In addition – Applicant must have a bachelor's degree earned at an accredited US institution in accounting, finance, business administration or related field such as public administration that includes 12 semester credit hours in accounting.  Applicants must submit an official transcript that verifies a degree and 12 semester credit hours in accounting in order to be considered.  If applicable, your application package must include a course-by-course credential evaluation of all foreign transcripts. Acceptable foreign credential equivalency reports must be provided by organizations that have current membership with the National Association of Credential Evaluation Services (NACES) or the Association of International Credential Evaluators (AICE).Experience that provides the applicant with the particular knowledge, skills, and abilities to perform successfully the duties of the position, and that is typically in or related to the work of the position to be filled. To be creditable, specialized experience must have been equivalent to at least the next lower grade level in the normal line of progression for this position.
     

    COVID-19 VACCINATION: 

     

    The Office of the Chief Financial Officer values the safety of our employees, our residents, and our visitors. In support of these values, OCFO employees are strongly encouraged to be immunized against COVID-19. 

     
    COLLECTIVE BARGAINING UNIT:
     
    Employment with the OCFO is at will.  However, the discipline and/or discharge of bargaining unit employees is governed by the collective bargaining agreement.
     
    EEO STATEMENT: 
     
    The OCFO is an Equal Opportunity Employer. All qualified candidates will receive consideration without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, family responsibilities, matriculation, physical handicap, or political affiliation.
     
    HOW TO APPLY: 

    All Applicants, including departmental employees and other DC Government Employees, must submit an OCFO employment application at cfo.dc.gov. (Resume may be attached). Incomplete applications will not be considered.  Employees affected by restructuring must submit their application with the application transmittal form. All applications, transcripts, and supporting documents must be received by close of business (5:00 PM) on the closing date of the announcement or they will not be considered.

    NOTE:  It is imperative that all information on the employment application, resume and supporting documents be both accurate and truthful and is subject to verification.  Misrepresentations of any kind may be grounds for disqualification for this position or termination.
     
    JOB OFFERS:
     
    Official job offers are made only by the OCFO’s Office of Human Resources. 
     
    PHYSICAL EFFORT:
     
    Sedentary 
     
    REASONABLE ACCOMMODATION REQUESTS:
     
    If you are scheduled for an interview and require any reasonable accommodation in our interview process, please inform the hiring representative who contact you to schedule your interview.  Whenever possible, please give the hiring representative sufficient time to consider and respond to your request.  
     
    RESIDENCY PREFERENCE:  
     
    An external applicant for a position in the OCFO who is a bona fide resident of the District of Columbia at the time of application, may claim a hiring preference over a non-resident applicant by completing the 'Residency Preference for Employment' form, DC 2000RP, and uploading and attaching it to their employment application. To be granted preference, an applicant must: (1) be qualified for the position; and (2) submit a claim form at the time of application. Except for employees entitled by law to preference, preference will not be granted unless the claim is made at the time of application. This preference is only granted upon initial appointment.
     
    NOTICE OF NON-DISCRIMINATION:  
     
    In accordance with the D.C. Human Rights Act of 1977, as amended, D.C. Official Code section 2-1401.01 et seq., (Act) the District of Columbia does not discriminate on the basis of actual or perceived: race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, familial status, family responsibilities, matriculation, political affiliation, disability, source of income, or place of residence or business. Sexual harassment is a form of sex discrimination, which is also prohibited by the Act. In addition, harassment based on any of the above, protected categories is prohibited by the Act. Discrimination in violation of the Act will not be tolerated. Violators will be subject to disciplinary action. 
     
    NOTICE OF BACKGROUND INVESTIGATION AND PENALTIES FOR FALSE STATEMENTS:
     
    Employment with the OCFO is subject to the completion and satisfactory result of a background investigation conducted by the OCFO.  For most positions, the investigation is conducted after commencement of duty, at which time you will be provided background and release of information forms to complete.  For more information, see the Employment Opportunities section at the OCFO website (www.cfo.dc.gov).  Certain highly sensitive positions however warrant completion of the OCFO background investigation prior to commencement of duty.  You will be informed if this is required.
     
    Applicant understands that a false statement on any part of your application, including materials submitted with the application, may be grounds for not hiring you, or for firing you after you begin work (D.C. Official Code, section 1-616.51 et seq.) (2001).  The applicant understands that making a false statement on the application or on materials submitted with the application is punishable by criminal penalties pursuant to D.C. Official Code, section 22-2405 et seq. (2001).
     
    SALARY REDUCTION OF REEMPLOYED ANNUITANTS: 
     
    An individual selected for employment in the District Government on or after January 1, 1980, who is receiving an annuity under any District government civilian retirement system, shall have his or her pay reduced by the amount of annuity allocable to the period of employment as a reemployed annuitant.
     
    VETERANS PREFERENCE: 
     
    Applicants claiming veteran’s preference must submit official proof with the application.

    WORKING CONDITION:

    Office Environment

  • 29 Days Ago
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ERP Financial System Manager
  • Office of The Chief Financial Officer
  • Washington, DC FULL_TIME
  • Government of the District of Columbia Office of the Chief Financial Officer (OCFO) System and Data Integrity Manager $118,935.00 - $153,233.00 The Office of the Chief Financial Officer (OCFO) whose m...
  • 1 Month Ago
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Financial Manager (GSC)
  • Office of The Chief Financial Officer
  • Washington, DC FULL_TIME
  • Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Financial Manager $103,650.00 - $157,830.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enh...
  • 1 Month Ago
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Program Associate - Financial Services Consulting and Research
  • Financial Health Network
  • Washington, DC FULL_TIME
  • Program Associate, Financial Services Consulting and Research SCOPE OF ROLE The Program Associate, Financial Service Consulting and Research is responsible for delivering high-quality consulting and r...
  • 15 Days Ago
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Financial Business Services Project Manager GMRC018
  • ProSidian Consulting, LLC
  • Washington, DC OTHER
  • Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian se...
  • 8 Days Ago
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Program Manager, Economic Opportunity and Financial Empowerment
  • National League Of Cities Services, Inc.
  • Washington, DC FULL_TIME
  • THE OPPORTUNITY The National League of Cities is an organization based in Washington, D.C., comprised of city, town, and village leaders across the country focused on improving the quality of life for...
  • 8 Days Ago
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SB Financial Services Relationship Manager jobs at Popular Companies

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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...
  • 4/26/2024 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,...
  • 4/25/2024 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...
  • 4/25/2024 12:00:00 AM
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State and Local Tax Financial Services Manager
  • PwC
  • New York, NY
  • A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you w...
  • 4/24/2024 12:00:00 AM
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Assurance Manager Financial Services
  • Moss Adams Llp
  • Sacramento, CA
  • Job Description - Assurance Manager Financial Services (26621)Assurance Manager Financial Services ( Job Number: 26621 )...
  • 4/24/2024 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...
  • 4/24/2024 12:00:00 AM
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Financial Services Manager
  • Trex Company
  • Winchester, VA
  • When you work at Trex, you're helping to grow and enhance a true original. You join a company that boldly launched an en...
  • 4/22/2024 12:00:00 AM
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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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About District of Columbia

Washington, D.C. is located in the mid-Atlantic region of the U.S. East Coast. Due to the District of Columbia retrocession, the city has a total area of 68.34 square miles (177.0 km2), of which 61.05 square miles (158.1 km2) is land and 7.29 square miles (18.9 km2) (10.67%) is water. The District is bordered by Montgomery County, Maryland to the northwest; Prince George's County, Maryland to the east; Arlington County, Virginia to the south; and Alexandria, Virginia to the west. The south bank of the Potomac River forms the District's border with Virginia and has two major tributaries: the An...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,823 to $101,017

Most Popular Cities in District of Columbia for SB Financial Services Relationship Manager Jobs

What does an SB Financial Services Relationship Manager do?

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