SB Financial Services Relationship Manager jobs in Daly City, 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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Communications Manager, Americas
  • SB ARCHITECTS
  • San Francisco, CA FULL_TIME
  • Description

    Business Overview


    10 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 located across three regional headquarters in London, Hong Kong, and San Francisco, and six additional studios in pivotal global markets – Singapore, Dubai, Miami, Edinburgh, Dallas, and Shenzhen.


    10 Design boasts a diverse portfolio of award-winning projects across various sectors, including mixed-use, retail, office, residential, hospitality, transport, education, culture, and civic. Their innovative and multidisciplinary approach has earned them over 340 international awards and a spot on the WA100 list of top architectural practices.


    Following a successful merger with SB Architects in July 2022, 10 Design will continue to expand its global influence under a singular banner but will operate as 10SB for an interim period of approximately 12 months in the Americas.


    Key Objectives


    The Communications Manager, Americas will lead our communications efforts and drive business growth in the region. Working alongside Director of Marketing and Communications, the global marketing team, and the firm’s leadership, this role will focus on enhancing and solidifying 10 Design’s reputation in the industry, through refining and executing the strategic marketing plan.


    Key Responsibilities


    1. Regional Communications Strategy


    • Develop a regional PR plan, that ties into the global communications strategy, according to 10 Design’s values and business-wide strategies.

    • Coordinate with leadership, internal design teams and various external agencies, to identify key story angles to engage media in the regional and ensure a constant and positive flow of stories and news.

    • Measure and analyse the ROI and KPIs of all marketing campaigns and digital performance metrics.

    • Strategize, implement, and manage editorial calendar.

    • Manage the approval process with clients and project teams.

    • Work alongside Director of Marketing and Communications to craft and implement regional external newsletter strategy. Managing content, distribution, and contacts database.


    2. Content Development/Thought Leadership


    • Lead creation of press materials (design backgrounders, press releases, pitches, case studies, fact sheets, talking points, messaging).

    • Coordinate with leadership and design teams to identify media worthy content.

    • Work with design teams to identify and create a series of thought leadership papers/articles to position the firm as thought leaders in the industry.

    • Craft compelling content that engages our target audience and enhances our brand presence.

    • Writing and proofing copy for a range of social and marketing platforms/materials to align with the company voice, including websites, blogposts, social media, emails, and brochures.

    • Collaborate with global team to develop and adapt materials for the region.



    3. Digital media: social media, website

    • Strategize the firm’s digital content for the Americas, devising innovative and exciting ways o help grow our audiences, especially in new markets.

    • Manage and deliver the day-to-day calendar of regional activity across all central social media platforms, aligned to the wider global marketing plans. 

    • Create a monthly content calendar, utilizing key social days and project milestones.

    • Creation of regular reports to demonstrate platform growth, ROI, and alignment with overall messaging.

    • Compose and review digital content across the firm’s social media channels and website, working alongside global marketing team.

    • Collaborate with senor leadership in the region to optimize and amplify their social presence.

    • Help execute website strategies, including updating, editing and proofing new website content.


    4. Photography


    • Coordinate with project teams to understand construction programmes periodically.

    • Plan and budget for photography of projects accordingly (construction milestones and full completion).

    • Coordinate with clients for approval.

    • Coordinate with design principals for briefs.


    5. Awards/Rankings/Surveys

    • Manage and act as the primary point of contact for all award/ranking/survey submissions in the region.

    • Positioning and targeting key rankings such as ’40 under 40’, top women in business, etc.

    • Manage the awards list and identify any appropriate awards to submit annually, in line with global marketing budget.

    • Coordinate with design principals and global marketing team on submissions.

    • Work on nomination submissions, accordingly, working alongside graphics team on visuals.


    6. Event/Conferences


    • Identify high-level speaking opportunities for leadership team.

    • Promote speakers’ personas via social media channels.

    • Manage and measure engagement.

    • Identifying, planning and executing key regional/local events, within the marketing budget.


    7. Relationship Management

    • Growing and maintaining the media contacts in the region.

    • Update marketing team on new content developed (project progress and award results).

    • Coordinate with project teams on new/ updated project content.

    • Obtain approvals from design principals on media content.

    • Obtain approvals from clients on media content.


    8. Crisis management


    • Manage events and ensure appropriate actions are carried out based on the current impacts of the event, as well as potential risks and impacts.



    Qualifications: 


    Education and Experience 


    • Degree in a related field: Communications, Marketing, Business, Journalism, etc. is essential.

    • Experience in editorial writing and research.

    • Proficient with Microsoft Office packages and Creative Suite software.

    • 8 years’ experience in a similar role in communications/PR, within the A/E/C or related industry.

    • Demonstrated skills, knowledge and experience in the planning and execution of PR and communication strategies and activities.

    • Demonstrated experience across the Americas is essential, and strong experience in international markets is preferred. 

    • In-depth knowledge of demand generation marketing with experience leading digital marketing, performance marketing, media planning, product marketing, PR, and campaigns teams (high growth/quality revenue generating pipeline).

    • Demonstrated social media knowledge and experience across all social channels.

    • Good graphic eye is primary to the execution of press materials.


    Core Competencies 


    The work will require a strong attention to detail and the ability to work under tight deadlines with numerous business groups throughout the firm. The ideal candidate will fit the below:


    • Excellent written and verbal communication skills.

    • Ability to communicate professionally across all levels, both internally and externally.

    • Willing to work in flexible and dynamics environment.

    • A team player with a proactive, energetic attitude. Must be tenacious, resourceful, and assertive.  

    • Requires a self-starter, with the ability to work unsupervised.

    • Able to handle multiple deadlines.

    • Passion for great storytelling and the ability to communicate messages in a compelling way.

    • Professional manner and approachable.


    Location / Travel 


    • The role will be office based in San Francisco.

    • Occasional travel may be required.



    Benefits 


    • The base salary range will be estimated between $75,000-90,000 plus bonuses and benefits and contingent on relevant experience.


    • Our comprehensive benefits include medical, dental, vision, disability, wellness programs, flex spending, paid holidays, and paid time off


    • Flexible hybrid and 9/80 work week 


    • We also offer a 401k, employer match and twice annual bonus opportunities.



    10 Design is committed to equal employment opportunities for all, embracing diversity and inclusion within our workplace. If you're driven by creativity, innovation, and a commitment to excellence in architecture, we invite you to join our team and contribute to our diverse, award-winning portfolio. If you have a disability or special need that requires accommodation, please contact tdias@sb-architects.com. 


  • 1 Month Ago

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General Manager of Financial Services
  • Invisible Technologies
  • San Francisco, CA FULL_TIME
  • Company DescriptionInvisible Technologies offers unusual services (a combination of outsourcing and automation) to fast-scaling, innovative companies. Each company understands and uses our services in...
  • 1 Month Ago

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Financial Services Audit Manager
  • WithumSmith+Brown
  • San Francisco, CA FULL_TIME
  • Looking to work at a firm that encourages a work life balance? Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’...
  • 13 Days Ago

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Divisional Governance Manager – Client Relationship Group
  • D13 Wells Fargo Clearing Services, LLC
  • San Francisco, CA FULL_TIME
  • Wells Fargo is seeking a Divisional Governance Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.co...
  • 24 Days Ago

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Sr. Product Manager, Square Financial Services
  • Block
  • San Francisco, CA FULL_TIME
  • Company DescriptionIt all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynam...
  • 1 Month Ago

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Relationship Manager - Relationship Manager, AS Relationship Management
  • Charles Schwab Inc.
  • San Francisco, CA FULL_TIME
  • Your Opportunity Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage...
  • 22 Days Ago

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

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Assurance Manager - Financial Services
  • Moss Adams Llp
  • Walnut Creek, CA
  • Job Description - Assurance Manager - Financial Services (26549)Assurance Manager - Financial Services ( Job Number: 265...
  • 4/24/2024 12:00:00 AM

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Relationship Advisor
  • HSBC
  • San Francisco, CA
  • Job description Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique ...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • San Francisco, CA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • San Francisco, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • San Francisco, CA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Supv Internal Revenue Agent (Spec Grp Mgr Examiner) 12-Month Roster, Temp NTE 1 Yr, MBE 5 Yrs, MBMP
  • Department Of The Treasury
  • San Francisco, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 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
  • San Francisco, CA
  • 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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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • San Francisco, CA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

Daly City (/ˈdeɪli/) is the largest city in San Mateo County, California, United States, with an estimated 2014 population of 106,094. Located immediately south of San Francisco, it is named in honor of businessman and landowner John Donald Daly. According to the United States Census Bureau, the city has a total area of 7.7 square miles (20 km2), all land. Daly City is bordered by the cities of San Francisco, Brisbane, Pacifica, South San Francisco, and the town of Colma. The city borders several unincorporated areas of San Mateo County. It surrounds Broadmoor, borders San Bruno Mountain State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$86,279 to $113,451
Daly City, California area prices
were up 4.5% from a year ago

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