SB Financial Services Relationship Manager jobs in Inglewood, 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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Senior Merchant Services Relationship Manager
  • Wells Fargo
  • EL SEGUNDO, CA FULL_TIME
  • At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Learn more about the career areas and lines of business at wellsfargojobs.com.

    About this role:

    Wells Fargo is seeking a Senior Merchant Services Relationship Manager for the Relationship Management Team.

    This position will be tasked with developing quantifiable business/customer action plans that include management goals and profitability targets.

    Learn more about the career areas and lines of business at wellsfargojobs.com.

    In this role, you will:

    • Participate in profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio

    • Provide strategic relationship management and growth opportunities success in the payments processing industry with a deep consultative skill set and experience

    • Achieve companywide business objectives, including the annual revenue plan at target margin

    • Maintain existing relationships, identify incremental business and maintaining high levels of client satisfaction

    • Establish and maintain a spend internal partnerships with respective teams through on-going collaboration and communication

    • Implement and support ongoing client strategy and co-coordinating growth opportunities with other parts of Wholesale Payments, Treasury Services

    • Understand clearly client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations

    • Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business

    • Participate in external industry conferences to ensure market visibility within the identified market segment

    • Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services

    • Collaborate and consult with internal partners to resolve highly risky customer escalations

    Primary responsibilities include:

    • Ongoing relationship management, enhancing the merchant’s business by assessing and recommending technical and operational solutions in support of the customer’s business growth.

    • Provide ongoing planning, strategy, development, and execution of initiatives that deepen the customer relationship.

    • Plan and implement a focused high value customer retention strategy.

    • Manage customer profile via tracking system in support of strategic business development initiatives.

    • Monitor progress by assessing, reporting, and articulating results to key internal groups.

    • Team with credit and risk management, product, and technical groups to ensure customer service goals are met while resolving complex customer inquiries in a timely manner.

    • Own and manage portfolio profitability, growth, and retention.

    Required Qualifications, US:

    • 5 years of Merchant Services Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:

    • 5 years of contract negotiation and pricing experience

    • 2 year of portfolio management experience

    • Merchant experience serving the restaurant industry.

    • Strong knowledge and understanding of interchange fees

    • Strong organizational, multi-tasking, and prioritizing skills

    • Ability to work in a fast-paced deadline driven environment

    • Ability to work independently

    • A BS/BA degree or higher

    • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

    • 5 years of experience with merchant processing solutions and technologies 

    • 5 years C Suite Level Client Experience


    Job Expectations:

    • Ability to travel 25% of the time

    • Ability to work a Hybrid schedule with at least 3 days in office

    • This position is not eligible for Visa Sponsorship

    Relocation assistance is not available for this position.

    Salary range is determined by location of the job.  May be considered for a discretionary bonus, Restricted Share Rights, or other long – term incentive awards.

    Please note: Based on the volume of applications received, this job posting may be removed prior to the indicated close date

    Pay Range

    $80,400.00 - $155,900.00

    Benefits

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    • 401(k) Plan
    • Paid Time Off
    • Parental Leave
    • Critical Caregiving Leave
    • Discounts and Savings
    • Health Benefits
    • Commuter Benefits
    • Tuition Reimbursement
    • Scholarships for dependent children
    • Adoption Reimbursement

    Posting End Date:

    15 Feb 2024

    *Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.


  • 14 Days Ago

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Market Manager
  • SB Food Service
  • Lynwood, CA FULL_TIME
  • You have experience to work in Market for 3 years. You should talk in Korean - English or Korean – Spanish. We want someone who can work with us. The Store manager is responsible for day to day store ...
  • 1 Month Ago

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Assurance Manager [Financial Services]
  • CohnReznick
  • Los Angeles, CA FULL_TIME
  • Opportunity ID 7201 Department(s) 1 Assurance Location(s) 1 Los Angeles, Woodland Hills Function 1 Audit Job description 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s ...
  • 13 Days Ago

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Audit Manager - Financial Services
  • Crowe
  • Woodland, CA 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...
  • 20 Days Ago

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Financial Services Advisory Manager
  • CNM LLP
  • Los Angeles, CA FULL_TIME
  • Company DescriptionCNM LLP is a fast-growing specialized accounting and consulting services firm serving the Los Angeles and Orange County area. Our reputation is built on professional excellence and ...
  • 1 Month Ago

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Senior Manager of Risk
  • Westlake Financial Services
  • Los Angeles, CA PART_TIME
  • Westlake Financial is the largest privately held auto finance company in the Nation. SR MANAGER OF RISK, LOS ANGELES, CA: Lead the development, implementation, & monitoring of credit scoring & statist...
  • 6 Days Ago

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

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Entry Level Financial Admin
  • LH Global Consulting
  • Torrance, CA
  • Job Description Job Description We are seeking an Entry Level Financial Admin! You will be responsible for the effective...
  • 4/18/2024 12:00:00 AM

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Senior Pricing Analyst
  • Hiring Now!
  • El Segundo, CA
  • ROLE OVERVIEW KARL STORZ is currently seeking a Senior Pricing Analyst to join Revenue Operations. Reporting to the Pric...
  • 4/18/2024 12:00:00 AM

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Personal Banker - Roving Torrance Coastal District
  • WELLS FARGO BANK
  • Gardena, 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...
  • 4/17/2024 12:00:00 AM

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Tactical Acquisition Support Specialist
  • Hiring Now!
  • El Segundo, CA
  • Job Description ENSCO is seeking an innovative, creative, and highly motivated individual to support the U.S. Space Forc...
  • 4/15/2024 12:00:00 AM

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Accounting Admin
  • DIRECTOR OF US OPERATIONS
  • Monterey Park, CA
  • Job Description Job Description We are seeking an Accounting Admin! You will be responsible for the effective management...
  • 4/14/2024 12:00:00 AM

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Corporate Account Director - New England
  • Hiring Now!
  • El Segundo, CA
  • I. Job Purpose The Corporate Account Director is responsible for representing the KSEA portfolio and establishing aligne...
  • 4/14/2024 12:00:00 AM

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Senior Pricing Analyst
  • KARL STORZ Endoscopy - America
  • El Segundo, CA
  • ROLE OVERVIEW KARL STORZ is currently seeking a Senior Pricing Analyst to join Revenue Operations. Reporting to the Pric...
  • 4/8/2024 12:00:00 AM

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Senior Director, Financial Planning & Analysis
  • KARL STORZ Endoscopy - America
  • El Segundo, CA
  • I. Job Purpose and Core Tasks The Sr. Director, Financial Planning & Analysis will serve as a business partner to KARL S...
  • 3/24/2024 12:00:00 AM

Inglewood is a city in southwestern Los Angeles County, California in the Los Angeles metropolitan area. As of the 2010 U.S. Census, the city had a population of 109,673. It was incorporated on February 14, 1908. The city is in the South Bay region of Los Angeles County. Los Angeles Stadium at Hollywood Park is currently under construction in the city and, when completed around 2020, will be the new home of both the National Football League's Los Angeles Rams and Los Angeles Chargers. The city is also close to Los Angeles International Airport....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$76,892 to $101,107
Inglewood, California area prices
were up 3.2% from a year ago

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